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Kalvista Pharmaceuticals Inc (KALV)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
NEW
Shares7
Change+7
Value$189
Filed 2026-07-20
Venrock Adviser, LLC
CLOSED
Shares0 from 6,474,485
Change-6,474,485 (-100%)
Value$0 (-$130.3M)
Filed 2026-08-14
Frazier Life Sciences Management, L.P.
CLOSED
Shares0 from 4,961,108
Change-4,961,108 (-100%)
Value$0 (-$99.9M)
Filed 2026-08-14
Montanova Capital, LLC
CLOSED
Shares0 from 4,768,712
Change-4,768,712 (-100%)
Value$0 (-$96.0M)
Filed 2026-08-14
Tang Capital Management LLC
CLOSED
Shares0 from 4,573,530
Change-4,573,530 (-100%)
Value$0 (-$92.1M)
Filed 2026-08-14
BlackRock, Inc.
CLOSED
Shares0 from 3,795,897
Change-3,795,897 (-100%)
Value$0 (-$76.4M)
Filed 2026-08-07
Silverarc Capital Management, LLC
CLOSED
Shares0 from 2,876,407
Change-2,876,407 (-100%)
Value$0 (-$57.9M)
Filed 2026-08-13
Capital World Investors
CLOSED
Shares0 from 2,808,583
Change-2,808,583 (-100%)
Value$0 (-$56.5M)
Filed 2026-08-12
Point72 Asset Management, L.P.
CLOSED
Shares0 from 2,136,940
Change-2,136,940 (-100%)
Value$0 (-$43.0M)
Filed 2026-08-14
State Street Corp
CLOSED
Shares0 from 1,955,844
Change-1,955,844 (-100%)
Value$0 (-$39.4M)
Filed 2026-09-22
Millennium Management LLC
CLOSED
Shares0 from 1,912,146
Change-1,912,146 (-100%)
Value$0 (-$38.5M)
Filed 2026-08-14
Vestal Point Capital, LP
CLOSED
Shares0 from 1,850,000
Change-1,850,000 (-100%)
Value$0 (-$37.2M)
Filed 2026-08-14
Parkman Healthcare Partners LLC
CLOSED
Shares0 from 1,835,506
Change-1,835,506 (-100%)
Value$0 (-$36.9M)
Filed 2026-08-14
Vanguard Capital Management LLC
CLOSED
Shares0 from 1,830,467
Change-1,830,467 (-100%)
Value$0 (-$36.8M)
Filed 2026-08-13
Kynam Capital Management, LP
CLOSED
Shares0 from 1,820,954
Change-1,820,954 (-100%)
Value$0 (-$36.7M)
Filed 2026-08-14
Woodline Partners LP
CLOSED
Shares0 from 1,509,920
Change-1,509,920 (-100%)
Value$0 (-$30.4M)
Filed 2026-08-14
Octagon Capital Advisors LP
CLOSED
Shares0 from 1,450,000
Change-1,450,000 (-100%)
Value$0 (-$29.2M)
Filed 2026-08-14
Emerald Advisers, LLC
CLOSED
Shares0 from 1,264,023
Change-1,264,023 (-100%)
Value$0 (-$25.4M)
Filed 2026-08-05
Armistice Capital, LLC
CLOSED
Shares0 from 1,236,000
Change-1,236,000 (-100%)
Value$0 (-$24.9M)
Filed 2026-08-14
Elmind Capital, LP
CLOSED
Shares0 from 1,021,300
Change-1,021,300 (-100%)
Value$0 (-$20.6M)
Filed 2026-08-14
Geode Capital Management, LLC
CLOSED
Shares0 from 996,235
Change-996,235 (-100%)
Value$0 (-$20.1M)
Filed 2026-08-12
Squadron Capital Management LLC
CLOSED
Shares0 from 985,100
Change-985,100 (-100%)
Value$0 (-$19.8M)
Filed 2026-08-14
Spruce Street Capital LP
CLOSED
Shares0 from 897,681
Change-897,681 (-100%)
Value$0 (-$18.1M)
Filed 2026-08-13
Freestone Grove Partners LP
CLOSED
Shares0 from 882,906
Change-882,906 (-100%)
Value$0 (-$17.8M)
Filed 2026-08-14
Goldman Sachs Group Inc
CLOSED
Shares0 from 824,293
Change-824,293 (-100%)
Value$0 (-$16.6M)
Filed 2026-08-14
Emerald Mutual Fund Advisers Trust
CLOSED
Shares0 from 805,762
Change-805,762 (-100%)
Value$0 (-$16.2M)
Filed 2026-08-05
Great Point Partners LLC
CLOSED
Shares0 from 675,000
Change-675,000 (-100%)
Value$0 (-$13.6M)
Filed 2026-08-14
Bank of New York Mellon Corp
CLOSED
Shares0 from 584,347
Change-584,347 (-100%)
Value$0 (-$11.8M)
Filed 2026-08-06
Driehaus Capital Management LLC
CLOSED
Shares0 from 564,039
Change-564,039 (-100%)
Value$0 (-$11.4M)
Filed 2026-08-14
Bank of America Corp
CLOSED
Shares0 from 555,628
Change-555,628 (-100%)
Value$0 (-$11.2M)
Filed 2026-08-14
Barclays PLC
CLOSED
Shares0 from 537,061
Change-537,061 (-100%)
Value$0 (-$10.8M)
Filed 2026-08-14
UBS Group AG
CLOSED
Shares0 from 515,650
Change-515,650 (-100%)
Value$0 (-$10.4M)
Filed 2026-08-13
Schroder Investment Management Group
CLOSED
Shares0 from 506,743
Change-506,743 (-100%)
Value$0 (-$9.3M)
Filed 2026-08-13
Ameriprise Financial Inc
CLOSED
Shares0 from 459,968
Change-459,968 (-100%)
Value$0 (-$9.3M)
Filed 2026-08-14
Morgan Stanley
CLOSED
Shares0 from 439,099
Change-439,099 (-100%)
Value$0 (-$8.8M)
Filed 2026-08-13
Catalio Capital Management, LP
CLOSED
Shares0 from 426,551
Change-426,551 (-100%)
Value$0 (-$8.6M)
Filed 2026-08-14
Hennion & Walsh Asset Management, Inc.
CLOSED
Shares0 from 375,995
Change-375,995 (-100%)
Value$0 (-$7.6M)
Filed 2026-07-08
Northern Trust Corp
CLOSED
Shares0 from 363,694
Change-363,694 (-100%)
Value$0 (-$7.3M)
Filed 2026-08-13
Vanguard Portfolio Management LLC
CLOSED
Shares0 from 362,900
Change-362,900 (-100%)
Value$0 (-$7.3M)
Filed 2026-08-13
SEB Asset Management AB
CLOSED
Shares0 from 351,305
Change-351,305 (-100%)
Value$0 (-$7.1M)
Filed 2026-08-04
Charles Schwab Investment Management Inc
CLOSED
Shares0 from 323,451
Change-323,451 (-100%)
Value$0 (-$6.5M)
Filed 2026-08-14
Schonfeld Strategic Advisors LLC
CLOSED
Shares0 from 315,537
Change-315,537 (-100%)
Value$0 (-$6.4M)
Filed 2026-08-14
HRT Financial LP
CLOSED
Shares0 from 286,916
Change-286,916 (-100%)
Value$0 (-$5.8K)
Filed 2026-08-14
Jefferies Financial Group Inc.
CLOSED
Shares0 from 286,046
Change-286,046 (-100%)
Value$0 (-$5.8M)
Filed 2026-08-17
Ishara Investments LP
CLOSED
Shares0 from 276,750
Change-276,750 (-100%)
Value$0 (-$5.6M)
Filed 2026-08-14
Dafna Capital Management LLC
CLOSED
Shares0 from 267,402
Change-267,402 (-100%)
Value$0 (-$5.4M)
Filed 2026-08-14
Atom Investors LP
CLOSED
Shares0 from 245,993
Change-245,993 (-100%)
Value$0 (-$5.0M)
Filed 2026-08-14
Citigroup Inc
CLOSED
Shares0 from 244,261
Change-244,261 (-100%)
Value$0 (-$4.9M)
Filed 2026-08-03
F/m Investments LLC
CLOSED
Shares0 from 226,991
Change-226,991 (-100%)
Value$0 (-$4.6M)
Filed 2026-08-05
Blue Owl Capital Holdings LP
CLOSED
Shares0 from 215,000
Change-215,000 (-100%)
Value$0 (-$4.3M)
Filed 2026-08-11
FMR LLC
CLOSED
Shares0 from 187,848
Change-187,848 (-100%)
Value$0 (-$3.8M)
Filed 2026-08-13
Qube Research & Technologies Ltd
CLOSED
Shares0 from 180,314
Change-180,314 (-100%)
Value$0 (-$3.6M)
Filed 2026-08-14
Marshall Wace, LLP
CLOSED
Shares0 from 162,908
Change-162,908 (-100%)
Value$0 (-$3.3M)
Filed 2026-08-13
NAN Fung Trinity (HK) Ltd
CLOSED
Shares0 from 154,522
Change-154,522 (-100%)
Value$0 (-$3.1M)
Filed 2026-07-24
Two Sigma Investments, LP
CLOSED
Shares0 from 153,459
Change-153,459 (-100%)
Value$0 (-$3.1M)
Filed 2026-08-14
Squarepoint Ops LLC
CLOSED
Shares0 from 143,966
Change-143,966 (-100%)
Value$0 (-$2.9M)
Filed 2026-08-14
Raymond James Financial Inc
CLOSED
Shares0 from 140,651
Change-140,651 (-100%)
Value$0 (-$2.8M)
Filed 2026-08-14
Trexquant Investment LP
CLOSED
Shares0 from 139,458
Change-139,458 (-100%)
Value$0 (-$2.8M)
Filed 2026-08-14
NEXTBio Capital Management LP
CLOSED
Shares0 from 131,796
Change-131,796 (-100%)
Value$0 (-$2.7M)
Filed 2026-08-14
Seven Fleet Capital Management LP
CLOSED
Shares0 from 128,487
Change-128,487 (-100%)
Value$0 (-$2.6M)
Filed 2026-08-17
Brevan Howard Capital Management LP
CLOSED
Shares0 from 125,049
Change-125,049 (-100%)
Value$0 (-$2.4M)
Filed 2026-08-14
Wellington Management Group LLP
CLOSED
Shares0 from 107,262
Change-107,262 (-100%)
Value$0 (-$2.2M)
Filed 2026-08-14
Nuveen, LLC
CLOSED
Shares0 from 106,864
Change-106,864 (-100%)
Value$0 (-$2.2M)
Filed 2026-08-11
Citadel Advisors LLC
CLOSED
Shares0 from 97,726
Change-97,726 (-100%)
Value$0 (-$2.0M)
Filed 2026-09-02
Orbimed Advisors LLC
CLOSED
Shares0 from 94,400
Change-94,400 (-100%)
Value$0 (-$1.9M)
Filed 2026-08-14
Walleye Capital LLC
CLOSED
Shares0 from 79,666
Change-79,666 (-100%)
Value$0 (-$1.6M)
Filed 2026-08-03
XTX Topco Ltd
CLOSED
Shares0 from 79,118
Change-79,118 (-100%)
Value$0 (-$1.6M)
Filed 2026-08-14
Invesco Ltd.
CLOSED
Shares0 from 75,282
Change-75,282 (-100%)
Value$0 (-$1.5M)
Filed 2026-08-14
Martingale Asset Management L P
CLOSED
Shares0 from 69,945
Change-69,945 (-100%)
Value$0 (-$1.4M)
Filed 2026-08-13
Campbell & Co Investment Adviser LLC
CLOSED
Shares0 from 64,249
Change-64,249 (-100%)
Value$0 (-$1.3M)
Filed 2026-08-03
Creative Planning
CLOSED
Shares0 from 59,986
Change-59,986 (-100%)
Value$0 (-$1.2M)
Filed 2026-08-13
Rafferty Asset Management, LLC
CLOSED
Shares0 from 57,296
Change-57,296 (-100%)
Value$0 (-$1.2M)
Filed 2026-08-14
Birchview Capital, LP
CLOSED
Shares0 from 57,000
Change-57,000 (-100%)
Value$0 (-$1.1M)
Filed 2026-08-14
Russell Investments Group, Ltd.
CLOSED
Shares0 from 56,192
Change-56,192 (-100%)
Value$0 (-$1.1M)
Filed 2026-08-06
Swiss National Bank
CLOSED
Shares0 from 54,900
Change-54,900 (-100%)
Value$0 (-$1.1M)
Filed 2026-08-11
CenterBook Partners LP
CLOSED
Shares0 from 53,264
Change-53,264 (-100%)
Value$0 (-$1.1M)
Filed 2026-08-11
Panagora Asset Management Inc
CLOSED
Shares0 from 50,792
Change-50,792 (-100%)
Value$0 (-$1.0M)
Filed 2026-08-06
Virtus Investment Advisers, LLC
CLOSED
Shares0 from 49,927
Change-49,927 (-100%)
Value$0 (-$1.0M)
Filed 2026-08-11
Rhumbline Advisers
CLOSED
Shares0 from 47,469
Change-47,469 (-100%)
Value$0 (-$955.5K)
Filed 2026-08-12
Susquehanna International Group, LLP
CLOSED
Shares0 from 46,760
Change-46,760 (-100%)
Value$0 (-$941.3K)
Filed 2026-08-14
Lisanti Capital Growth, LLC
CLOSED
Shares0 from 43,775
Change-43,775 (-100%)
Value$0 (-$881.2K)
Filed 2026-08-10
Man Group plc
CLOSED
Shares0 from 42,576
Change-42,576 (-100%)
Value$0 (-$857.1K)
Filed 2026-08-14
Alps Advisors Inc
CLOSED
Shares0 from 41,149
Change-41,149 (-100%)
Value$0 (-$828.3K)
Filed 2026-07-29
Deutsche Bank Ag\
CLOSED
Shares0 from 38,857
Change-38,857 (-100%)
Value$0 (-$782.2K)
Filed 2026-08-07
AQR Capital Management LLC
CLOSED
Shares0 from 37,572
Change-37,572 (-100%)
Value$0 (-$756.3K)
Filed 2026-08-14
Quadrature Capital Ltd
CLOSED
Shares0 from 35,123
Change-35,123 (-100%)
Value$0 (-$707.0K)
Filed 2026-08-07
Ikarian Capital, LLC
CLOSED
Shares0 from 35,119
Change-35,119 (-100%)
Value$0 (-$706.9K)
Filed 2026-08-14
UBS Asset Management Americas LLC
CLOSED
Shares0 from 34,743
Change-34,743 (-100%)
Value$0 (-$699.4K)
Filed 2026-08-13
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 33,776
Change-33,776 (-100%)
Value$0 (-$679.9K)
Filed 2026-07-14
Quarry LP
CLOSED
Shares0 from 33,750
Change-33,750 (-100%)
Value$0 (-$679.4K)
Filed 2026-08-14
Alliancebernstein L.P.
CLOSED
Shares0 from 33,580
Change-33,580 (-100%)
Value$0 (-$542.3K)
Filed 2026-08-14
Quantinno Capital Management LP
CLOSED
Shares0 from 32,453
Change-32,453 (-100%)
Value$0 (-$653.3K)
Filed 2026-08-13
Evoke Wealth, LLC
CLOSED
Shares0 from 31,542
Change-31,542 (-100%)
Value$0 (-$634.9K)
Filed 2026-08-10
Price T Rowe Associates Inc
CLOSED
Shares0 from 29,367
Change-29,367 (-100%)
Value$0 (-$592)
Filed 2026-08-14
AXQ Capital, LP
CLOSED
Shares0 from 26,850
Change-26,850 (-100%)
Value$0 (-$540.5K)
Filed 2026-08-06
Profund Advisors LLC
CLOSED
Shares0 from 25,660
Change-25,660 (-100%)
Value$0 (-$516.5K)
Filed 2026-08-11
Verition Fund Management LLC
CLOSED
Shares0 from 25,500
Change-25,500 (-100%)
Value$0 (-$513.3K)
Filed 2026-08-14
Zurcher Kantonalbank (Zurich Cantonalbank)
CLOSED
Shares0 from 24,296
Change-24,296 (-100%)
Value$0 (-$489.1K)
Filed 2026-08-12
Wells Fargo & Company
CLOSED
Shares0 from 23,927
Change-23,927 (-100%)
Value$0 (-$481.7K)
Filed 2026-08-14
JPMorgan Chase & Co
CLOSED
Shares0 from 22,026
Change-22,026 (-100%)
Value$0 (-$404.4K)
Filed 2026-08-12
Mirae Asset Global Etfs Holdings Ltd.
CLOSED
Shares0 from 22,005
Change-22,005 (-100%)
Value$0 (-$435.9K)
Filed 2026-08-14
Swiss Life Asset Management Ltd
CLOSED
Shares0 from 21,885
Change-21,885 (-100%)
Value$0 (-$1.4M)
Filed 2026-07-29
SG Americas Securities, LLC
CLOSED
Shares0 from 21,828
Change-21,828 (-100%)
Value$0 (-$439)
Filed 2026-08-07
MetLife Investment Management, LLC
CLOSED
Shares0 from 21,688
Change-21,688 (-100%)
Value$0 (-$436.6K)
Filed 2026-08-14
Boxer Capital Management, LLC
CLOSED
Shares0 from 20,400
Change-20,400 (-100%)
Value$0 (-$410.7K)
Filed 2026-08-14
Toronto Dominion Bank
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$402.6K)
Filed 2026-08-14
Marex Group Ltd
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$402.6K)
Filed 2026-08-14
Legal & General Group Plc
CLOSED
Shares0 from 19,787
Change-19,787 (-100%)
Value$0 (-$398.5K)
Filed 2026-08-14
Ironwood Investment Management LLC
CLOSED
Shares0 from 16,711
Change-16,711 (-100%)
Value$0 (-$336.4K)
Filed 2026-08-14
State of Wisconsin Investment Board
CLOSED
Shares0 from 16,292
Change-16,292 (-100%)
Value$0 (-$328.0K)
Filed 2026-08-14
Legato Capital Management LLC
CLOSED
Shares0 from 15,960
Change-15,960 (-100%)
Value$0 (-$321.3K)
Filed 2026-08-06
California State Teachers Retirement System
CLOSED
Shares0 from 15,442
Change-15,442 (-100%)
Value$0 (-$310.8K)
Filed 2026-08-24
Varcov Co.
CLOSED
Shares0 from 13,108
Change-13,108 (-100%)
Value$0 (-$263.9K)
Filed 2026-08-14
Bleakley Financial Group, LLC
CLOSED
Shares0 from 12,954
Change-12,954 (-100%)
Value$0 (-$260.8K)
Filed 2026-08-05
SEI Investments Co
CLOSED
Shares0 from 12,143
Change-12,143 (-100%)
Value$0 (-$244.4K)
Filed 2026-08-14
BNP Paribas Financial Markets
CLOSED
Shares0 from 11,974
Change-11,974 (-100%)
Value$0 (-$241.0K)
Filed 2026-08-13
Engineers Gate Manager LP
CLOSED
Shares0 from 11,180
Change-11,180 (-100%)
Value$0 (-$225.1K)
Filed 2026-08-14
Police & Firemen's Retirement System of New Jersey
CLOSED
Shares0 from 11,172
Change-11,172 (-100%)
Value$0 (-$224.9K)
Filed 2026-07-23
Balyasny Asset Management L.P.
CLOSED
Shares0 from 11,098
Change-11,098 (-100%)
Value$0 (-$223.4K)
Filed 2026-08-14
Rathbones Group PLC
CLOSED
Shares0 from 10,922
Change-10,922 (-100%)
Value$0 (-$219.9K)
Filed 2026-07-23
Diversified Trust Co
CLOSED
Shares0 from 10,870
Change-10,870 (-100%)
Value$0 (-$218.8K)
Filed 2026-07-17
PSP Research LLC
CLOSED
Shares0 from 10,795
Change-10,795 (-100%)
Value$0 (-$217.3K)
Filed 2026-07-09
Manufacturers Life Insurance Company, the
CLOSED
Shares0 from 10,551
Change-10,551 (-100%)
Value$0 (-$212.4K)
Filed 2026-09-09
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 10,474
Change-10,474 (-100%)
Value$0 (-$210.8K)
Filed 2026-07-29
Cerro Pacific Wealth Advisors LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$201.3K)
Filed 2026-07-15
Adar1 Capital Management, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$201.3K)
Filed 2026-08-14
Choate Investment Advisors
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$201.3K)
Filed 2026-08-11
New York State Common Retirement Fund
CLOSED
Shares0 from 9,964
Change-9,964 (-100%)
Value$0 (-$200.6K)
Filed 2026-07-29
Persistent Asset Partners Ltd
CLOSED
Shares0 from 9,001
Change-9,001 (-100%)
Value$0 (-$181.2K)
Filed 2026-08-07
China Universal Asset Management Co., Ltd.
CLOSED
Shares0 from 8,970
Change-8,970 (-100%)
Value$0 (-$180.6K)
Filed 2026-07-24
KLP Kapitalforvaltning AS
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$120.8K)
Filed 2026-08-12
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 5,076
Change-5,076 (-100%)
Value$0 (-$102.2K)
Filed 2026-08-10
Truvestments Capital LLC
CLOSED
Shares0 from 4,684
Change-4,684 (-100%)
Value$0 (-$94.3K)
Filed 2026-08-12
Optiver Holding B.V.
CLOSED
Shares0 from 4,591
Change-4,591 (-100%)
Value$0 (-$92.4K)
Filed 2026-08-12
Federated Hermes, Inc.
CLOSED
Shares0 from 3,719
Change-3,719 (-100%)
Value$0 (-$74.9K)
Filed 2026-08-12
Ameritas Investment Partners, Inc.
CLOSED
Shares0 from 3,186
Change-3,186 (-100%)
Value$0 (-$64.1K)
Filed 2026-08-13
Royal Bank of Canada
CLOSED
Shares0 from 2,917
Change-2,917 (-100%)
Value$0 (-$59.0K)
Filed 2026-08-14
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 2,636
Change-2,636 (-100%)
Value$0 (-$53.1K)
Filed 2026-07-22
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 2,534
Change-2,534 (-100%)
Value$0 (-$51.0K)
Filed 2026-08-11
Signaturefd, LLC
CLOSED
Shares0 from 2,478
Change-2,478 (-100%)
Value$0 (-$49.9K)
Filed 2026-07-24
Osaic Holdings, Inc.
CLOSED
Shares0 from 2,006
Change-2,006 (-100%)
Value$0 (-$40.4K)
Filed 2026-08-14
Parallel Advisors, LLC
CLOSED
Shares0 from 1,876
Change-1,876 (-100%)
Value$0 (-$37.8K)
Filed 2026-08-05
Larson Financial Group LLC
CLOSED
Shares0 from 1,657
Change-1,657 (-100%)
Value$0 (-$33.4K)
Filed 2026-08-14
1620 Investment Advisors, Inc.
CLOSED
Shares0 from 1,590
Change-1,590 (-100%)
Value$0 (-$32.0K)
Filed 2026-07-14
Quadrant Capital Group LLC
CLOSED
Shares0 from 1,232
Change-1,232 (-100%)
Value$0 (-$24.8K)
Filed 2026-08-14
GF Fund Management Co. Ltd.
CLOSED
Shares0 from 1,126
Change-1,126 (-100%)
Value$0 (-$22.7K)
Filed 2026-08-07
Versant Capital Management, Inc
CLOSED
Shares0 from 1,024
Change-1,024 (-100%)
Value$0 (-$20.6K)
Filed 2026-07-02
BNP Paribas Asset Management Holding S.A.
CLOSED
Shares0 from 952
Change-952 (-100%)
Value$0 (-$19.2K)
Filed 2026-08-13
LOS Angeles Capital Management LLC
CLOSED
Shares0 from 732
Change-732 (-100%)
Value$0 (-$14.7K)
Filed 2026-08-13
US Bancorp \de\
CLOSED
Shares0 from 708
Change-708 (-100%)
Value$0 (-$14.3K)
Filed 2026-08-12
Rockefeller Capital Management L.P.
CLOSED
Shares0 from 665
Change-665 (-100%)
Value$0 (-$13.4K)
Filed 2026-08-13
Gamma Investing LLC
CLOSED
Shares0 from 639
Change-639 (-100%)
Value$0 (-$12.9K)
Filed 2026-07-07
Farther Finance Advisors, LLC
CLOSED
Shares0 from 631
Change-631 (-100%)
Value$0 (-$12.5K)
Filed 2026-07-17
Smartleaf Asset Management LLC
CLOSED
Shares0 from 575
Change-575 (-100%)
Value$0 (-$10.6K)
Filed 2026-08-12
Allworth Financial LP
CLOSED
Shares0 from 573
Change-573 (-100%)
Value$0 (-$11.5K)
Filed 2026-08-11
Fifth Third Bancorp
CLOSED
Shares0 from 519
Change-519 (-100%)
Value$0 (-$10.4K)
Filed 2026-08-05
Sterling Capital Management LLC
CLOSED
Shares0 from 249
Change-249 (-100%)
Value$0 (-$5.0K)
Filed 2026-07-28
Pension & Wealth Management Advisors, Inc.
CLOSED
Shares0 from 237
Change-237 (-100%)
Value$0 (-$4.8K)
Filed 2026-08-07
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 149
Change-149 (-100%)
Value$0 (-$3.0K)
Filed 2026-08-07
Torren Management, LLC
CLOSED
Shares0 from 119
Change-119 (-100%)
Value$0 (-$2.4K)
Filed 2026-07-10
Rothschild Investment LLC
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$2.2K)
Filed 2026-08-06
Toth Financial Advisory Corp
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$2.0K)
Filed 2026-07-14
Fortitude Family Office, LLC
CLOSED
Shares0 from 94
Change-94 (-100%)
Value$0 (-$1.9K)
Filed 2026-07-20
Stone House Investment Management, LLC
CLOSED
Shares0 from 81
Change-81 (-100%)
Value$0 (-$1.6K)
Filed 2026-08-05
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$1.6K)
Filed 2026-07-24
Jones Financial Companies Lllp
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$1.2K)
Filed 2026-08-14
SBI Securities Co., Ltd.
CLOSED
Shares0 from 62
Change-62 (-100%)
Value$0 (-$1.2K)
Filed 2026-07-23
Root Financial Partners, LLC
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$1.1K)
Filed 2026-07-29
True Wealth Design, LLC
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$1.1K)
Filed 2026-07-16
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$1.1K)
Filed 2026-08-05
Clearstead Advisors, LLC
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$972)
Filed 2026-08-06
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$906)
Filed 2026-07-20
Parkside Financial Bank & Trust
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$805)
Filed 2026-09-04
Essential Partners LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$403)
Filed 2026-08-10
Keating Financial Advisory Services, Inc.
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$322)
Filed 2026-08-11
Bessemer Group Inc
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 ($0)
Filed 2026-08-12
Hughes Financial Services, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$81)
Filed 2026-07-20
Henderson Group PLC
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
CWM, LLC
N/A
Shares— from 901
Change-901 (-100%)
Value—
Sunbelt Securities, Inc.
N/A
Shares— from 9
Change-9 (-100%)
Value—
Vanguard Group Inc
N/A
Shares— from 0
Change0
Value—
Status
IFP Advisors, Inc
NEW7—+7——$189—2026-07-20
Venrock Adviser, LLC
CLOSED06,474,485-6,474,485-100%$130.3M$0-$130.3M2026-08-14
Frazier Life Sciences Management, L.P.
CLOSED04,961,108-4,961,108-100%$99.9M$0-$99.9M2026-08-14
Montanova Capital, LLC
CLOSED04,768,712-4,768,712-100%$96.0M$0-$96.0M2026-08-14
Tang Capital Management LLC
CLOSED04,573,530-4,573,530-100%$92.1M$0-$92.1M2026-08-14
BlackRock, Inc.
CLOSED03,795,897-3,795,897-100%$76.4M$0-$76.4M2026-08-07
Silverarc Capital Management, LLC
CLOSED02,876,407-2,876,407-100%$57.9M$0-$57.9M2026-08-13
Capital World Investors
CLOSED02,808,583-2,808,583-100%$56.5M$0-$56.5M2026-08-12
Point72 Asset Management, L.P.
CLOSED02,136,940-2,136,940-100%$43.0M$0-$43.0M2026-08-14
State Street Corp
CLOSED01,955,844-1,955,844-100%$39.4M$0-$39.4M2026-09-22
Millennium Management LLC
CLOSED01,912,146-1,912,146-100%$38.5M$0-$38.5M2026-08-14
Vestal Point Capital, LP
CLOSED01,850,000-1,850,000-100%$37.2M$0-$37.2M2026-08-14
Parkman Healthcare Partners LLC
CLOSED01,835,506-1,835,506-100%$36.9M$0-$36.9M2026-08-14
Vanguard Capital Management LLC
CLOSED01,830,467-1,830,467-100%$36.8M$0-$36.8M2026-08-13
Kynam Capital Management, LP
CLOSED01,820,954-1,820,954-100%$36.7M$0-$36.7M2026-08-14
Woodline Partners LP
CLOSED01,509,920-1,509,920-100%$30.4M$0-$30.4M2026-08-14
Octagon Capital Advisors LP
CLOSED01,450,000-1,450,000-100%$29.2M$0-$29.2M2026-08-14
Emerald Advisers, LLC
CLOSED01,264,023-1,264,023-100%$25.4M$0-$25.4M2026-08-05
Armistice Capital, LLC
CLOSED01,236,000-1,236,000-100%$24.9M$0-$24.9M2026-08-14
Elmind Capital, LP
CLOSED01,021,300-1,021,300-100%$20.6M$0-$20.6M2026-08-14
Geode Capital Management, LLC
CLOSED0996,235-996,235-100%$20.1M$0-$20.1M2026-08-12
Squadron Capital Management LLC
CLOSED0985,100-985,100-100%$19.8M$0-$19.8M2026-08-14
Spruce Street Capital LP
CLOSED0897,681-897,681-100%$18.1M$0-$18.1M2026-08-13
Freestone Grove Partners LP
CLOSED0882,906-882,906-100%$17.8M$0-$17.8M2026-08-14
Goldman Sachs Group Inc
CLOSED0824,293-824,293-100%$16.6M$0-$16.6M2026-08-14
Emerald Mutual Fund Advisers Trust
CLOSED0805,762-805,762-100%$16.2M$0-$16.2M2026-08-05
Great Point Partners LLC
CLOSED0675,000-675,000-100%$13.6M$0-$13.6M2026-08-14
Bank of New York Mellon Corp
CLOSED0584,347-584,347-100%$11.8M$0-$11.8M2026-08-06
Driehaus Capital Management LLC
CLOSED0564,039-564,039-100%$11.4M$0-$11.4M2026-08-14
Bank of America Corp
CLOSED0555,628-555,628-100%$11.2M$0-$11.2M2026-08-14
Barclays PLC
CLOSED0537,061-537,061-100%$10.8M$0-$10.8M2026-08-14
UBS Group AG
CLOSED0515,650-515,650-100%$10.4M$0-$10.4M2026-08-13
Schroder Investment Management Group
CLOSED0506,743-506,743-100%$9.3M$0-$9.3M2026-08-13
Ameriprise Financial Inc
CLOSED0459,968-459,968-100%$9.3M$0-$9.3M2026-08-14
Morgan Stanley
CLOSED0439,099-439,099-100%$8.8M$0-$8.8M2026-08-13
Catalio Capital Management, LP
CLOSED0426,551-426,551-100%$8.6M$0-$8.6M2026-08-14
Hennion & Walsh Asset Management, Inc.
CLOSED0375,995-375,995-100%$7.6M$0-$7.6M2026-07-08
Northern Trust Corp
CLOSED0363,694-363,694-100%$7.3M$0-$7.3M2026-08-13
Vanguard Portfolio Management LLC
CLOSED0362,900-362,900-100%$7.3M$0-$7.3M2026-08-13
SEB Asset Management AB
CLOSED0351,305-351,305-100%$7.1M$0-$7.1M2026-08-04
Charles Schwab Investment Management Inc
CLOSED0323,451-323,451-100%$6.5M$0-$6.5M2026-08-14
Schonfeld Strategic Advisors LLC
CLOSED0315,537-315,537-100%$6.4M$0-$6.4M2026-08-14
HRT Financial LP
CLOSED0286,916-286,916-100%$5.8K$0-$5.8K2026-08-14
Jefferies Financial Group Inc.
CLOSED0286,046-286,046-100%$5.8M$0-$5.8M2026-08-17
Ishara Investments LP
CLOSED0276,750-276,750-100%$5.6M$0-$5.6M2026-08-14
Dafna Capital Management LLC
CLOSED0267,402-267,402-100%$5.4M$0-$5.4M2026-08-14
Atom Investors LP
CLOSED0245,993-245,993-100%$5.0M$0-$5.0M2026-08-14
Citigroup Inc
CLOSED0244,261-244,261-100%$4.9M$0-$4.9M2026-08-03
F/m Investments LLC
CLOSED0226,991-226,991-100%$4.6M$0-$4.6M2026-08-05
Blue Owl Capital Holdings LP
CLOSED0215,000-215,000-100%$4.3M$0-$4.3M2026-08-11
FMR LLC
CLOSED0187,848-187,848-100%$3.8M$0-$3.8M2026-08-13
Qube Research & Technologies Ltd
CLOSED0180,314-180,314-100%$3.6M$0-$3.6M2026-08-14
Marshall Wace, LLP
CLOSED0162,908-162,908-100%$3.3M$0-$3.3M2026-08-13
NAN Fung Trinity (HK) Ltd
CLOSED0154,522-154,522-100%$3.1M$0-$3.1M2026-07-24
Two Sigma Investments, LP
CLOSED0153,459-153,459-100%$3.1M$0-$3.1M2026-08-14
Squarepoint Ops LLC
CLOSED0143,966-143,966-100%$2.9M$0-$2.9M2026-08-14
Raymond James Financial Inc
CLOSED0140,651-140,651-100%$2.8M$0-$2.8M2026-08-14
Trexquant Investment LP
CLOSED0139,458-139,458-100%$2.8M$0-$2.8M2026-08-14
NEXTBio Capital Management LP
CLOSED0131,796-131,796-100%$2.7M$0-$2.7M2026-08-14
Seven Fleet Capital Management LP
CLOSED0128,487-128,487-100%$2.6M$0-$2.6M2026-08-17
Brevan Howard Capital Management LP
CLOSED0125,049-125,049-100%$2.4M$0-$2.4M2026-08-14
Wellington Management Group LLP
CLOSED0107,262-107,262-100%$2.2M$0-$2.2M2026-08-14
Nuveen, LLC
CLOSED0106,864-106,864-100%$2.2M$0-$2.2M2026-08-11
Citadel Advisors LLC
CLOSED097,726-97,726-100%$2.0M$0-$2.0M2026-09-02
Orbimed Advisors LLC
CLOSED094,400-94,400-100%$1.9M$0-$1.9M2026-08-14
Walleye Capital LLC
CLOSED079,666-79,666-100%$1.6M$0-$1.6M2026-08-03
XTX Topco Ltd
CLOSED079,118-79,118-100%$1.6M$0-$1.6M2026-08-14
Invesco Ltd.
CLOSED075,282-75,282-100%$1.5M$0-$1.5M2026-08-14
Martingale Asset Management L P
CLOSED069,945-69,945-100%$1.4M$0-$1.4M2026-08-13
Campbell & Co Investment Adviser LLC
CLOSED064,249-64,249-100%$1.3M$0-$1.3M2026-08-03
Creative Planning
CLOSED059,986-59,986-100%$1.2M$0-$1.2M2026-08-13
Rafferty Asset Management, LLC
CLOSED057,296-57,296-100%$1.2M$0-$1.2M2026-08-14
Birchview Capital, LP
CLOSED057,000-57,000-100%$1.1M$0-$1.1M2026-08-14
Russell Investments Group, Ltd.
CLOSED056,192-56,192-100%$1.1M$0-$1.1M2026-08-06
Swiss National Bank
CLOSED054,900-54,900-100%$1.1M$0-$1.1M2026-08-11
CenterBook Partners LP
CLOSED053,264-53,264-100%$1.1M$0-$1.1M2026-08-11
Panagora Asset Management Inc
CLOSED050,792-50,792-100%$1.0M$0-$1.0M2026-08-06
Virtus Investment Advisers, LLC
CLOSED049,927-49,927-100%$1.0M$0-$1.0M2026-08-11
Rhumbline Advisers
CLOSED047,469-47,469-100%$955.5K$0-$955.5K2026-08-12
Susquehanna International Group, LLP
CLOSED046,760-46,760-100%$941.3K$0-$941.3K2026-08-14
Lisanti Capital Growth, LLC
CLOSED043,775-43,775-100%$881.2K$0-$881.2K2026-08-10
Man Group plc
CLOSED042,576-42,576-100%$857.1K$0-$857.1K2026-08-14
Alps Advisors Inc
CLOSED041,149-41,149-100%$828.3K$0-$828.3K2026-07-29
Deutsche Bank Ag\
CLOSED038,857-38,857-100%$782.2K$0-$782.2K2026-08-07
AQR Capital Management LLC
CLOSED037,572-37,572-100%$756.3K$0-$756.3K2026-08-14
Quadrature Capital Ltd
CLOSED035,123-35,123-100%$707.0K$0-$707.0K2026-08-07
Ikarian Capital, LLC
CLOSED035,119-35,119-100%$706.9K$0-$706.9K2026-08-14
UBS Asset Management Americas LLC
CLOSED034,743-34,743-100%$699.4K$0-$699.4K2026-08-13
Y-Intercept (Hong Kong) Ltd
CLOSED033,776-33,776-100%$679.9K$0-$679.9K2026-07-14
Quarry LP
CLOSED033,750-33,750-100%$679.4K$0-$679.4K2026-08-14
Alliancebernstein L.P.
CLOSED033,580-33,580-100%$542.3K$0-$542.3K2026-08-14
Quantinno Capital Management LP
CLOSED032,453-32,453-100%$653.3K$0-$653.3K2026-08-13
Evoke Wealth, LLC
CLOSED031,542-31,542-100%$634.9K$0-$634.9K2026-08-10
Price T Rowe Associates Inc
CLOSED029,367-29,367-100%$592$0-$5922026-08-14
AXQ Capital, LP
CLOSED026,850-26,850-100%$540.5K$0-$540.5K2026-08-06
Profund Advisors LLC
CLOSED025,660-25,660-100%$516.5K$0-$516.5K2026-08-11
Verition Fund Management LLC
CLOSED025,500-25,500-100%$513.3K$0-$513.3K2026-08-14
Zurcher Kantonalbank (Zurich Cantonalbank)
CLOSED024,296-24,296-100%$489.1K$0-$489.1K2026-08-12
Wells Fargo & Company
CLOSED023,927-23,927-100%$481.7K$0-$481.7K2026-08-14
JPMorgan Chase & Co
CLOSED022,026-22,026-100%$404.4K$0-$404.4K2026-08-12
Mirae Asset Global Etfs Holdings Ltd.
CLOSED022,005-22,005-100%$435.9K$0-$435.9K2026-08-14
Swiss Life Asset Management Ltd
CLOSED021,885-21,885-100%$1.4M$0-$1.4M2026-07-29
SG Americas Securities, LLC
CLOSED021,828-21,828-100%$439$0-$4392026-08-07
MetLife Investment Management, LLC
CLOSED021,688-21,688-100%$436.6K$0-$436.6K2026-08-14
Boxer Capital Management, LLC
CLOSED020,400-20,400-100%$410.7K$0-$410.7K2026-08-14
Toronto Dominion Bank
CLOSED020,000-20,000-100%$402.6K$0-$402.6K2026-08-14
Marex Group Ltd
CLOSED020,000-20,000-100%$402.6K$0-$402.6K2026-08-14
Legal & General Group Plc
CLOSED019,787-19,787-100%$398.5K$0-$398.5K2026-08-14
Ironwood Investment Management LLC
CLOSED016,711-16,711-100%$336.4K$0-$336.4K2026-08-14
State of Wisconsin Investment Board
CLOSED016,292-16,292-100%$328.0K$0-$328.0K2026-08-14
Legato Capital Management LLC
CLOSED015,960-15,960-100%$321.3K$0-$321.3K2026-08-06
California State Teachers Retirement System
CLOSED015,442-15,442-100%$310.8K$0-$310.8K2026-08-24
Varcov Co.
CLOSED013,108-13,108-100%$263.9K$0-$263.9K2026-08-14
Bleakley Financial Group, LLC
CLOSED012,954-12,954-100%$260.8K$0-$260.8K2026-08-05
SEI Investments Co
CLOSED012,143-12,143-100%$244.4K$0-$244.4K2026-08-14
BNP Paribas Financial Markets
CLOSED011,974-11,974-100%$241.0K$0-$241.0K2026-08-13
Engineers Gate Manager LP
CLOSED011,180-11,180-100%$225.1K$0-$225.1K2026-08-14
Police & Firemen's Retirement System of New Jersey
CLOSED011,172-11,172-100%$224.9K$0-$224.9K2026-07-23
Balyasny Asset Management L.P.
CLOSED011,098-11,098-100%$223.4K$0-$223.4K2026-08-14
Rathbones Group PLC
CLOSED010,922-10,922-100%$219.9K$0-$219.9K2026-07-23
Diversified Trust Co
CLOSED010,870-10,870-100%$218.8K$0-$218.8K2026-07-17
PSP Research LLC
CLOSED010,795-10,795-100%$217.3K$0-$217.3K2026-07-09
Manufacturers Life Insurance Company, the
CLOSED010,551-10,551-100%$212.4K$0-$212.4K2026-09-09
Commonwealth Equity Services, LLC
CLOSED010,474-10,474-100%$210.8K$0-$210.8K2026-07-29
Cerro Pacific Wealth Advisors LLC
CLOSED010,000-10,000-100%$201.3K$0-$201.3K2026-07-15
Adar1 Capital Management, LLC
CLOSED010,000-10,000-100%$201.3K$0-$201.3K2026-08-14
Choate Investment Advisors
CLOSED010,000-10,000-100%$201.3K$0-$201.3K2026-08-11
New York State Common Retirement Fund
CLOSED09,964-9,964-100%$200.6K$0-$200.6K2026-07-29
Persistent Asset Partners Ltd
CLOSED09,001-9,001-100%$181.2K$0-$181.2K2026-08-07
China Universal Asset Management Co., Ltd.
CLOSED08,970-8,970-100%$180.6K$0-$180.6K2026-07-24
KLP Kapitalforvaltning AS
CLOSED06,000-6,000-100%$120.8K$0-$120.8K2026-08-12
Nisa Investment Advisors, LLC
CLOSED05,076-5,076-100%$102.2K$0-$102.2K2026-08-10
Truvestments Capital LLC
CLOSED04,684-4,684-100%$94.3K$0-$94.3K2026-08-12
Optiver Holding B.V.
CLOSED04,591-4,591-100%$92.4K$0-$92.4K2026-08-12
Federated Hermes, Inc.
CLOSED03,719-3,719-100%$74.9K$0-$74.9K2026-08-12
Ameritas Investment Partners, Inc.
CLOSED03,186-3,186-100%$64.1K$0-$64.1K2026-08-13
Royal Bank of Canada
CLOSED02,917-2,917-100%$59.0K$0-$59.0K2026-08-14
Mirae Asset Global Investments Co., Ltd.
CLOSED02,636-2,636-100%$53.1K$0-$53.1K2026-07-22
Tower Research Capital LLC (TRC)
CLOSED02,534-2,534-100%$51.0K$0-$51.0K2026-08-11
Signaturefd, LLC
CLOSED02,478-2,478-100%$49.9K$0-$49.9K2026-07-24
Osaic Holdings, Inc.
CLOSED02,006-2,006-100%$40.4K$0-$40.4K2026-08-14
Parallel Advisors, LLC
CLOSED01,876-1,876-100%$37.8K$0-$37.8K2026-08-05
Larson Financial Group LLC
CLOSED01,657-1,657-100%$33.4K$0-$33.4K2026-08-14
1620 Investment Advisors, Inc.
CLOSED01,590-1,590-100%$32.0K$0-$32.0K2026-07-14
Quadrant Capital Group LLC
CLOSED01,232-1,232-100%$24.8K$0-$24.8K2026-08-14
GF Fund Management Co. Ltd.
CLOSED01,126-1,126-100%$22.7K$0-$22.7K2026-08-07
Versant Capital Management, Inc
CLOSED01,024-1,024-100%$20.6K$0-$20.6K2026-07-02
BNP Paribas Asset Management Holding S.A.
CLOSED0952-952-100%$19.2K$0-$19.2K2026-08-13
LOS Angeles Capital Management LLC
CLOSED0732-732-100%$14.7K$0-$14.7K2026-08-13
US Bancorp \de\
CLOSED0708-708-100%$14.3K$0-$14.3K2026-08-12
Rockefeller Capital Management L.P.
CLOSED0665-665-100%$13.4K$0-$13.4K2026-08-13
Gamma Investing LLC
CLOSED0639-639-100%$12.9K$0-$12.9K2026-07-07
Farther Finance Advisors, LLC
CLOSED0631-631-100%$12.5K$0-$12.5K2026-07-17
Smartleaf Asset Management LLC
CLOSED0575-575-100%$10.6K$0-$10.6K2026-08-12
Allworth Financial LP
CLOSED0573-573-100%$11.5K$0-$11.5K2026-08-11
Fifth Third Bancorp
CLOSED0519-519-100%$10.4K$0-$10.4K2026-08-05
Sterling Capital Management LLC
CLOSED0249-249-100%$5.0K$0-$5.0K2026-07-28
Pension & Wealth Management Advisors, Inc.
CLOSED0237-237-100%$4.8K$0-$4.8K2026-08-07
PNC Financial Services Group, Inc.
CLOSED0149-149-100%$3.0K$0-$3.0K2026-08-07
Torren Management, LLC
CLOSED0119-119-100%$2.4K$0-$2.4K2026-07-10
Rothschild Investment LLC
CLOSED0110-110-100%$2.2K$0-$2.2K2026-08-06
Toth Financial Advisory Corp
CLOSED0100-100-100%$2.0K$0-$2.0K2026-07-14
Fortitude Family Office, LLC
CLOSED094-94-100%$1.9K$0-$1.9K2026-07-20
Stone House Investment Management, LLC
CLOSED081-81-100%$1.6K$0-$1.6K2026-08-05
EverSource Wealth Advisors, LLC
CLOSED079-79-100%$1.6K$0-$1.6K2026-07-24
Jones Financial Companies Lllp
CLOSED063-63-100%$1.2K$0-$1.2K2026-08-14
SBI Securities Co., Ltd.
CLOSED062-62-100%$1.2K$0-$1.2K2026-07-23
Root Financial Partners, LLC
CLOSED054-54-100%$1.1K$0-$1.1K2026-07-29
True Wealth Design, LLC
CLOSED054-54-100%$1.1K$0-$1.1K2026-07-16
Caitong International Asset Management Co., Ltd
CLOSED053-53-100%$1.1K$0-$1.1K2026-08-05
Clearstead Advisors, LLC
CLOSED048-48-100%$972$0-$9722026-08-06
Physician Wealth Advisors, Inc.
CLOSED045-45-100%$906$0-$9062026-07-20
Parkside Financial Bank & Trust
CLOSED040-40-100%$805$0-$8052026-09-04
Essential Partners LLC
CLOSED020-20-100%$403$0-$4032026-08-10
Keating Financial Advisory Services, Inc.
CLOSED016-16-100%$322$0-$3222026-08-11
Bessemer Group Inc
CLOSED010-10-100%$0$0$02026-08-12
Hughes Financial Services, LLC
CLOSED04-4-100%$81$0-$812026-07-20
Henderson Group PLC
N/A—10,900-10,900-100%$219.5K———
CWM, LLC
N/A—901-901-100%$18.1K———
Sunbelt Securities, Inc.
N/A—9-9-100%$181———
Vanguard Group Inc
N/A—00—$0———
Showing 181 of 181 institutions