Picard Medical Inc

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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IFP Advisors, Inc

DECREASED

Shares242 from 377

Change-135 (-36%)

Value$21 (-$41)

Filed 2026-10-16

Fortitude Family Office, LLC

DECREASED

Shares138 from 4,652

Change-4,514 (-97%)

Value$580 (-$181)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

DECREASED

Shares109 from 5,394

Change-5,285 (-98%)

Value$458 (-$424)

Filed 2026-11-04

IEQ Capital, LLC

CLOSED

Shares0 from 290,575

Change-290,575 (-100%)

Value$0 (-$47.5K)

Filed 2026-11-10

FMR LLC

CLOSED

Shares0 from 151,010

Change-151,010 (-100%)

Value$0 (-$24.7K)

Filed 2026-11-10

UBS Group AG

CLOSED

Shares0 from 125,200

Change-125,200 (-100%)

Value$0 (-$20.5K)

Filed 2026-11-10

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 75,833

Change-75,833 (-100%)

Value$0 (-$11.7K)

Filed 2026-10-13

Ground Swell Capital, LLC

CLOSED

Shares0 from 66,334

Change-66,334 (-100%)

Value$0 (-$10.8K)

Filed 2026-11-09

Wealth Management Partners, LLC

CLOSED

Shares0 from 50,116

Change-50,116 (-100%)

Value$0 (-$8.2K)

Filed 2026-10-21

Perigon Wealth Management, LLC

CLOSED

Shares0 from 37,207

Change-37,207 (-100%)

Value$0 (-$6.1K)

Filed 2026-10-22

Creative Planning

CLOSED

Shares0 from 26,832

Change-26,832 (-100%)

Value$0 (-$4.4K)

Filed 2026-11-02

JMN Financial LLC

CLOSED

Shares0 from 23,888

Change-23,888 (-100%)

Value$0 (-$3.9K)

Filed 2026-11-10

Brighton Jones LLC

CLOSED

Shares0 from 22,707

Change-22,707 (-100%)

Value$0 (-$3.7K)

Filed 2026-11-03

Merit Financial Group, LLC

CLOSED

Shares0 from 21,389

Change-21,389 (-100%)

Value$0 (-$3.5K)

Filed 2026-11-06

HB Wealth Management, LLC

CLOSED

Shares0 from 18,113

Change-18,113 (-100%)

Value$0 (-$3.0K)

Filed 2026-10-23

Parcion Private Wealth LLC

CLOSED

Shares0 from 11,461

Change-11,461 (-100%)

Value$0 (-$1.9K)

Filed 2026-10-28

True Wealth Design, LLC

CLOSED

Shares0 from 3,822

Change-3,822 (-100%)

Value$0 (-$625)

Filed 2026-10-13

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 1,417

Change-1,417 (-100%)

Value$0 (-$232)

Filed 2026-11-06

Barclays PLC

CLOSED

Shares0 from 1,271

Change-1,271 (-100%)

Value$0 (-$208)

Filed 2026-11-06

Essential Partners LLC

CLOSED

Shares0 from 982

Change-982 (-100%)

Value$0 (-$161)

Filed 2026-10-14

SJS Investment Consulting Inc.

CLOSED

Shares0 from 917

Change-917 (-100%)

Value$0 (-$150)

Filed 2026-10-26

Farther Finance Advisors, LLC

CLOSED

Shares0 from 825

Change-825 (-100%)

Value$0 (-$135)

Filed 2026-10-08

Rothschild Investment LLC

CLOSED

Shares0 from 39

Change-39 (-100%)

Value$0 (-$6)

Filed 2026-11-10

Vanguard Capital Management LLC

N/A

Shares— from 2,518,400

Change-2,518,400 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 2,144,986

Change-2,144,986 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 1,377,216

Change-1,377,216 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 172,381

Change-172,381 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 115,528

Change-115,528 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 75,997

Change-75,997 (-100%)

Value—

Hudson Bay Capital Management LP

N/A

Shares— from 67,935

Change-67,935 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 54,751

Change-54,751 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 42,738

Change-42,738 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 38,596

Change-38,596 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 18,845

Change-18,845 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 16,295

Change-16,295 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 11,896

Change-11,896 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 2,224

Change-2,224 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,653

Change-1,653 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 35

Change-35 (-100%)

Value—

	Status
IFP Advisors, Inc	DECREASED	242	377	-135	-36%	$62	$21	-$41	2026-10-16
Fortitude Family Office, LLC	DECREASED	138	4,652	-4,514	-97%	$761	$580	-$181	2026-10-14
EverSource Wealth Advisors, LLC	DECREASED	109	5,394	-5,285	-98%	$882	$458	-$424	2026-11-04
IEQ Capital, LLC	CLOSED	0	290,575	-290,575	-100%	$47.5K	$0	-$47.5K	2026-11-10
FMR LLC	CLOSED	0	151,010	-151,010	-100%	$24.7K	$0	-$24.7K	2026-11-10
UBS Group AG	CLOSED	0	125,200	-125,200	-100%	$20.5K	$0	-$20.5K	2026-11-10
Wealth Enhancement Advisory Services, LLC	CLOSED	0	75,833	-75,833	-100%	$11.7K	$0	-$11.7K	2026-10-13
Ground Swell Capital, LLC	CLOSED	0	66,334	-66,334	-100%	$10.8K	$0	-$10.8K	2026-11-09
Wealth Management Partners, LLC	CLOSED	0	50,116	-50,116	-100%	$8.2K	$0	-$8.2K	2026-10-21
Perigon Wealth Management, LLC	CLOSED	0	37,207	-37,207	-100%	$6.1K	$0	-$6.1K	2026-10-22
Creative Planning	CLOSED	0	26,832	-26,832	-100%	$4.4K	$0	-$4.4K	2026-11-02
JMN Financial LLC	CLOSED	0	23,888	-23,888	-100%	$3.9K	$0	-$3.9K	2026-11-10
Brighton Jones LLC	CLOSED	0	22,707	-22,707	-100%	$3.7K	$0	-$3.7K	2026-11-03
Merit Financial Group, LLC	CLOSED	0	21,389	-21,389	-100%	$3.5K	$0	-$3.5K	2026-11-06
HB Wealth Management, LLC	CLOSED	0	18,113	-18,113	-100%	$3.0K	$0	-$3.0K	2026-10-23
Parcion Private Wealth LLC	CLOSED	0	11,461	-11,461	-100%	$1.9K	$0	-$1.9K	2026-10-28
True Wealth Design, LLC	CLOSED	0	3,822	-3,822	-100%	$625	$0	-$625	2026-10-13
PNC Financial Services Group, Inc.	CLOSED	0	1,417	-1,417	-100%	$232	$0	-$232	2026-11-06
Barclays PLC	CLOSED	0	1,271	-1,271	-100%	$208	$0	-$208	2026-11-06
Essential Partners LLC	CLOSED	0	982	-982	-100%	$161	$0	-$161	2026-10-14
SJS Investment Consulting Inc.	CLOSED	0	917	-917	-100%	$150	$0	-$150	2026-10-26
Farther Finance Advisors, LLC	CLOSED	0	825	-825	-100%	$135	$0	-$135	2026-10-08
Rothschild Investment LLC	CLOSED	0	39	-39	-100%	$6	$0	-$6	2026-11-10
Vanguard Capital Management LLC	N/A	—	2,518,400	-2,518,400	-100%	$413.0K	—	—	—
AQR Capital Management LLC	N/A	—	2,144,986	-2,144,986	-100%	$350.7K	—	—	—
Jane Street Group, LLC	N/A	—	1,377,216	-1,377,216	-100%	$225.2K	—	—	—
Renaissance Technologies LLC	N/A	—	172,381	-172,381	-100%	$28.2K	—	—	—
Cerity Partners LLC	N/A	—	115,528	-115,528	-100%	$18.9K	—	—	—
Mariner, LLC	N/A	—	75,997	-75,997	-100%	$12.4K	—	—	—
Hudson Bay Capital Management LP	N/A	—	67,935	-67,935	-100%	$11.1K	—	—	—
Pallas Capital Advisors LLC	N/A	—	54,751	-54,751	-100%	$9.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	42,738	-42,738	-100%	$7.0K	—	—	—
Captrust Financial Advisors	N/A	—	38,596	-38,596	-100%	$6.3K	—	—	—
Arax Advisory Partners	N/A	—	18,845	-18,845	-100%	$3.1K	—	—	—
XTX Topco Ltd	N/A	—	16,295	-16,295	-100%	$2.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	11,896	-11,896	-100%	$1.9K	—	—	—
BNP Paribas Financial Markets	N/A	—	2,224	-2,224	-100%	$364	—	—	—
Morgan Stanley	N/A	—	1,653	-1,653	-100%	$271	—	—	—
Wells Fargo & Company	N/A	—	1,400	-1,400	-100%	$229	—	—	—
Royal Bank of Canada	N/A	—	35	-35	-100%	$0	—	—	—

Showing 40 of 40 institutions