AbCellera Biologics Inc. - ABCL

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 18 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BAKER BROS. ADVISORS LP History No change 27,525,640 94,137 0.55% 1.0% 1 0 0.0% Q4 2025 Feb 17, 2026
Capital World Investors History No change 13,361,096 45,694 0.01% 0.01% 2 0 0.0% Q4 2025 Feb 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 7,876,629 26,938 0.01% 3 +7,876,629 New Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 5,810,985 19,873 0.03% 0.04% 4 +635,843 12.29% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Added to 4,878,000 16,682 0.03% 0.05% 5 +78,100 1.63% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 4,344,485 14,858 0.0% 0.0% 6 +4,094,268 1636.29% Q4 2025 Mar 25, 2026
ArrowMark Colorado Holdings LLC History No change 4,105,095 14,039 0.31% 0.38% 7 0 0.0% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 3,865,896 13,221 0.0% 0.0% 8 +224,117 6.15% Q4 2025 Feb 12, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Added to 3,771,999 12,900 0.09% 0.06% 9 +2,045,058 118.42% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 3,001,850 10,266 0.0% 0.0% 10 +209,708 7.51% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,632,872 9,004 0.0% 0.0% 11 +214,568 8.87% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 2,389,229 8,171 0.01% 0.02% 12 -971,500 -28.91% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 2,247,163 7,685 0.0% 0.0% 13 +49,930 2.27% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 2,231,608 7,632 0.0% 0.0% 14 +749,293 50.55% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 1,939,409 6,632 0.0% 0.0% 15 -549,791 -22.09% Q4 2025 Jan 29, 2026
TUDOR INVESTMENT CORP ET AL History Added to 1,796,010 6,142 0.01% 17.05% 16 +1,065,888 145.99% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 1,773,539 6,065 0.0% 0.01% 17 -656,197 -27.01% Q4 2025 Feb 17, 2026
Guardian Partners Inc. History No change 1,786,414 5,819 0.47% 0.9% 18 0 0.0% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 1,527,088 5,222 0.0% 0.0% 19 +1,060,744 227.46% Q4 2025 Feb 12, 2026
Point72 Asset Management, L.P. History New 976,507 3,339 0.0% 20 +976,507 New Q4 2025 Feb 17, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 695,796 2,379 0.01% 0.0% 21 +438,061 169.97% Q4 2025 Feb 17, 2026
STATE STREET CORP History Added to 694,114 2,373 0.0% 0.0% 22 +23,097 3.44% Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History Added to 654,399 2,238 0.0% 0.01% 23 +47,376 7.8% Q4 2025 Feb 12, 2026
Walleye Capital LLC History Added to 548,950 1,877 0.01% 0.01% 24 +225,050 69.48% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Added to 548,431 1,875 0.01% 0.01% 25 +111,856 25.62% Q4 2025 Feb 12, 2026
Intellectus Partners, LLC History Reduced 523,383 1,789 0.35% 0.53% 26 -19,750 -3.64% Q4 2025 Feb 10, 2026
SIMPLEX TRADING, LLC History Reduced 429,300 1,468 0.0% 0.0% 27 -42,977 -9.1% Q4 2025 Feb 11, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 400,000 1,368 0.01% 0.01% 28 0 0.0% Q4 2025 Jan 29, 2026
ROYAL BANK OF CANADA History New 373,856 1,279 0.0% 29 +373,856 New Q4 2025 Feb 17, 2026
XTX Topco Ltd History New 363,251 1,242 0.03% 30 +363,251 New Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 347,321 1,187 0.0% 0.0% 31 +4,246 1.24% Q4 2025 Feb 17, 2026
SOFTBANK GROUP CORP. History New 345,161 1,180 0.01% 32 +345,161 New Q4 2025 Feb 17, 2026
Skandinaviska Enskilda Banken AB (publ) History No change 340,267 1,163 0.0% 0.01% 33 0 0.0% Q4 2025 Feb 12, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 328,717 1,124 0.0% 0.0% 34 -323,379 -49.59% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 313,467 1,072 0.0% 0.0% 35 -15,756 -4.79% Q4 2025 Feb 09, 2026
Voleon Capital Management LP History Added to 265,325 907 0.02% 0.0% 36 +254,125 2268.97% Q4 2025 Feb 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 261,890 895 0.01% 0.02% 37 0 0.0% Q4 2025 Jan 30, 2026
Graham Capital Management, L.P. History Added to 257,838 881 0.02% 0.0% 38 +231,725 887.39% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 247,050 844 0.0% 0.0% 39 +208,632 543.06% Q4 2025 Feb 18, 2026
IEQ CAPITAL, LLC History No change 245,963 841 0.0% 0.0% 40 0 0.0% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 211,281 722 0.0% 0.0% 41 +64,504 43.95% Q4 2025 Feb 10, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 209,925 717 0.0% 0.0% 42 -527,020 -71.51% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 208,072 711 0.0% 0.0% 43 -9,956 -4.57% Q4 2025 Feb 17, 2026
Quadrature Capital Ltd History New 205,095 701 0.01% 44 +205,095 New Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History Added to 203,000 694 0.0% 0.0% 45 +18,227 9.86% Q4 2025 Jan 29, 2026
Headlands Technologies LLC History Added to 188,787 645 0.05% 0.05% 46 +69,196 57.86% Q4 2025 Feb 13, 2026
Virtu Financial LLC History New 181,031 619 0.02% 47 +181,031 New Q4 2025 Feb 23, 2026
Intesa Sanpaolo S.p.A. History New 182,471 617 0.04% 48 +182,471 New Q4 2025 Feb 17, 2026
NORGES BANK History New 176,386 603 0.0% 49 +176,386 New Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Added to 146,359 500 0.0% 0.0% 50 +80,851 123.42% Q4 2025 Feb 12, 2026
Aquatic Capital Management LLC History Reduced 141,885 485 0.01% 0.01% 51 -17,530 -11.0% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 133,069 455 0.0% 0.0% 52 +30,598 29.86% Q4 2025 Feb 13, 2026
PEAK6 LLC History Added to 125,700 429 0.0% 0.0% 53 +58,400 86.78% Q4 2025 Mar 12, 2026
DekaBank Deutsche Girozentrale History No change 87,000 425 0.0% 0.0% 54 0 0.0% Q4 2025 Jan 28, 2026
Walleye Trading LLC History Reduced 123,846 423 0.0% 0.0% 55 -7,354 -5.61% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History New 122,592 419 0.0% 56 +122,592 New Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 117,031 400 0.0% 0.0% 57 +92,414 375.41% Q4 2025 Mar 20, 2026
ArchPoint Investors History No change 115,055 393 0.09% 0.16% 58 0 0.0% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 113,760 389 0.0% 0.0% 59 0 0.0% Q4 2025 Feb 13, 2026
ExodusPoint Capital Management, LP History New 113,068 386 0.0% 60 +113,068 New Q4 2025 Feb 17, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 109,000 372 0.03% 61 +109,000 New Q4 2025 Feb 17, 2026
PIER 88 INVESTMENT PARTNERS LLC History Reduced 105,730 361 0.08% 0.1% 62 -3,140 -2.88% Q4 2025 Feb 04, 2026
POLEN CAPITAL MANAGEMENT LLC History Reduced 102,508 350 0.0% 0.0% 63 -166,740 -61.93% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Reduced 85,169 291 0.0% 0.0% 64 -17,609 -17.13% Q4 2025 Feb 13, 2026
Jump Financial, LLC History Reduced 81,271 277 0.0% 0.04% 65 -594,329 -87.97% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 79,963 273 0.0% 0.0% 66 +49,750 164.66% Q4 2025 Feb 06, 2026
Handelsbanken Fonder AB History New 79,300 271 0.0% 67 +79,300 New Q4 2025 Feb 06, 2026
JPMORGAN CHASE & CO History Reduced 77,614 265 0.0% 0.0% 68 -53,050 -40.6% Q4 2025 Feb 11, 2026
D. E. Shaw & Co., Inc. History Added to 77,776 265 0.0% 0.0% 69 +1,293 1.69% Q4 2025 Feb 17, 2026
Virtus Investment Advisers, LLC History Added to 73,488 251 0.07% 0.05% 70 +37,365 103.44% Q4 2025 Feb 17, 2026
TWO SIGMA SECURITIES, LLC History Added to 68,284 233 0.03% 0.01% 71 +55,239 423.45% Q4 2025 Feb 17, 2026
Erste Asset Management GmbH History No change 62,000 214 0.0% 0.0% 72 0 0.0% Q4 2025 Feb 11, 2026
Resolute Advisors LLC History No change 57,526 196 0.06% 0.07% 73 0 0.0% Q4 2025 Feb 11, 2026
Invesco Ltd. History Added to 54,603 186 0.0% 0.0% 74 +11,914 27.91% Q4 2025 Feb 19, 2026
Cerity Partners LLC History Reduced 52,057 178 0.0% 0.0% 75 -1,000 -1.88% Q4 2025 Feb 11, 2026
LPL Financial LLC History Added to 48,704 166 0.0% 0.0% 76 +12,954 36.23% Q4 2025 Feb 11, 2026
China Universal Asset Management Co., Ltd. History Reduced 48,777 166 0.01% 0.02% 77 -3,604 -6.88% Q4 2025 Jan 29, 2026
Tradition Wealth Management, LLC History Added to 47,110 161 0.01% 0.01% 78 +10,972 30.36% Q4 2025 Feb 11, 2026
Creative Planning History Reduced 41,844 143 0.0% 0.0% 79 -5,889 -12.34% Q4 2025 Feb 17, 2026
XML Financial, LLC History No change 42,025 143 0.01% 0.02% 80 0 0.0% Q4 2025 Feb 11, 2026
Federation des caisses Desjardins du Quebec History Reduced 39,862 136 0.0% 0.0% 81 -3,794 -8.69% Q4 2025 Feb 12, 2026
nVerses Capital, LLC History New 35,446 121 0.27% 83 +35,446 New Q4 2025 Feb 17, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 35,668 121 0.0% 0.0% 82 -3,000 -7.76% Q4 2025 Feb 06, 2026
BARCLAYS PLC History Added to 33,547 114 0.0% 0.0% 84 +2,649 8.57% Q4 2025 Feb 13, 2026
MOR Wealth Management, LLC History New 33,000 112 0.05% 85 +33,000 New Q4 2025 Jan 15, 2026
Advisory Services Network, LLC History Added to 29,664 101 0.0% 0.0% 86 +3,386 12.89% Q4 2025 Feb 17, 2026
BRANDYWINE MANAGERS, LLC History No change 28,488 97 0.05% 0.14% 87 0 0.0% Q4 2025 Feb 13, 2026
Green Alpha Advisors, LLC History Added to 27,592 94 0.09% 0.11% 88 +4,817 21.15% Q4 2025 Jan 07, 2026
OneDigital Investment Advisors LLC History Added to 24,000 82 0.0% 0.0% 89 +13,750 134.15% Q4 2025 Feb 13, 2026
HBK Sorce Advisory LLC History New 24,956 78 0.0% 90 +24,956 New Q4 2025 Feb 09, 2026
Stratos Wealth Advisors, LLC History Added to 23,000 78 0.0% 0.0% 91 +4,000 21.05% Q4 2025 Jan 20, 2026
TD Waterhouse Canada Inc. History Reduced 22,412 76 0.0% 0.0% 92 -2,126 -8.66% Q4 2025 Jan 27, 2026
CIBC WORLD MARKET INC. History Added to 20,706 70 0.0% 0.0% 93 +4,341 26.53% Q4 2025 Feb 10, 2026
Tower Research Capital LLC (TRC) History Added to 20,075 68 0.0% 0.0% 94 +14,901 288.0% Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History New 19,580 66 0.0% 95 +19,580 New Q4 2025 Feb 17, 2026
Scientech Research LLC History New 18,988 64 0.04% 97 +18,988 New Q4 2025 Feb 17, 2026
HB Wealth Management, LLC History Reduced 18,981 64 0.0% 0.0% 96 -10,000 -34.51% Q4 2025 Jan 28, 2026
Ballentine Partners, LLC History Reduced 18,603 63 0.0% 0.0% 98 -6,408 -25.62% Q4 2025 Feb 03, 2026
Farther Finance Advisors, LLC History No change 16,645 56 0.0% 0.0% 99 0 0.0% Q4 2025 Jan 23, 2026
SCOTIA CAPITAL INC. History Reduced 15,943 54 0.0% 0.0% 100 -10,723 -40.21% Q4 2025 Feb 12, 2026
OXFORD ASSET MANAGEMENT LLP History New 14,875 50 0.02% 102 +14,875 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 14,900 50 0.0% 0.0% 101 +1,900 14.62% Q4 2025 Feb 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 14,546 49 0.0% 0.0% 104 +2,993 25.91% Q4 2025 Jan 26, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 14,495 49 0.0% 0.0% 103 -1,320 -8.35% Q4 2025 Feb 10, 2026
Magnetar Financial LLC History New 14,264 48 0.0% 105 +14,264 New Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Added to 13,240 45 0.0% 0.0% 106 +2,594 24.37% Q4 2025 Feb 06, 2026
Vanguard Personalized Indexing Management, LLC History Added to 12,878 44 0.0% 0.0% 107 +176 1.39% Q4 2025 Feb 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 12,700 43 0.0% 0.0% 108 +900 7.63% Q4 2025 Jan 29, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 12,001 41 0.0% 0.0% 109 -3,913 -24.59% Q4 2025 Feb 10, 2026
J2 Capital Management Inc History Reduced 12,074 41 0.03% 0.05% 110 -269 -2.18% Q4 2025 Jan 20, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 11,757 40 0.0% 0.0% 111 -3,453 -22.7% Q4 2025 Feb 12, 2026
Allworth Financial LP History New 11,274 38 0.0% 112 +11,274 New Q4 2025 Feb 05, 2026
Engineers Gate Manager LP History New 11,203 38 0.0% 113 +11,203 New Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 11,228 38 0.0% 0.0% 114 -47 -0.42% Q4 2025 Feb 17, 2026
MISSION WEALTH MANAGEMENT, LP History No change 10,651 36 0.0% 0.0% 115 0 0.0% Q4 2025 Feb 05, 2026
SIGNATUREFD, LLC History Reduced 10,464 35 0.0% 0.0% 116 -1,986 -15.95% Q4 2025 Jan 20, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 10,350 35 0.0% 0.0% 117 +20 0.19% Q4 2025 Feb 12, 2026
AssuredPartners Investment Advisors, LLC History New 10,019 34 0.01% 120 +10,019 New Q4 2025 Feb 03, 2026
&PARTNERS History Reduced 10,000 34 0.0% 0.0% 118 -5,000 -33.33% Q4 2025 Feb 17, 2026
Integrity Financial Corp /WA History Reduced 10,000 34 0.02% 0.02% 119 -50 -0.5% Q4 2025 Feb 13, 2026
DKM Wealth Management, Inc. History No change 10,000 34 0.03% 0.04% 121 0 0.0% Q4 2025 Jan 12, 2026
NBC SECURITIES, INC. History Reduced 8,500 29 0.0% 0.0% 122 -400 -4.49% Q4 2025 Jan 29, 2026
CITIGROUP INC History Added to 8,349 28 0.0% 0.0% 123 +2,603 45.3% Q4 2025 Feb 13, 2026
Caitong International Asset Management Co., Ltd History New 8,164 27 0.01% 124 +8,164 New Q4 2025 Mar 03, 2026
ACADIAN ASSET MANAGEMENT LLC History New 7,226 24 0.0% 125 +7,226 New Q4 2025 Feb 10, 2026
Pacifica Partners Inc. History No change 6,429 22 0.01% 0.01% 126 0 0.0% Q4 2025 Jan 09, 2026
Aviso Financial Inc. History No change 6,540 22 0.0% 0.0% 127 0 0.0% Q4 2025 Feb 13, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 5,882 20 0.0% 0.0% 128 -547 -8.51% Q4 2025 Jan 27, 2026
Parallel Advisors, LLC History Added to 3,395 11 0.0% 0.0% 129 +687 25.37% Q4 2025 Feb 11, 2026
Blume Capital Management, Inc. History Added to 2,800 9 0.0% 0.0% 131 +700 33.33% Q4 2025 Feb 05, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 2,633 9 0.0% 0.0% 130 0 0.0% Q4 2025 Jan 27, 2026
SBI Securities Co., Ltd. History Reduced 2,627 8 0.0% 0.0% 132 -655 -19.96% Q4 2025 Feb 03, 2026
IFP Advisors, Inc History New 2,339 7 0.0% 133 +2,339 New Q4 2025 Feb 06, 2026
Cornerstone Planning Group LLC History Added to 1,750 6 0.0% 135 +1,716 5047.06% Q4 2025 Feb 02, 2026
Rockefeller Capital Management L.P. History Reduced 2,000 6 0.0% 0.0% 134 -500 -20.0% Q4 2025 Mar 16, 2026
EFG International AG History New 1,700 5 0.0% 137 +1,700 New Q4 2025 Feb 17, 2026
QUADRANT CAPITAL GROUP LLC History Added to 1,532 5 0.0% 0.0% 136 +103 7.21% Q4 2025 Feb 13, 2026
Daiwa Securities Group Inc. History No change 1,151 4 0.0% 0.0% 138 0 0.0% Q4 2025 Feb 11, 2026
Princeton Global Asset Management LLC History No change 1,000 3 0.0% 0.0% 139 0 0.0% Q4 2025 Jan 20, 2026
US BANCORP \DE\ History Reduced 611 2 0.0% 0.0% 140 -864 -58.58% Q4 2025 Jan 30, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 665 2 0.0% 0.0% 141 -35 -5.0% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History No change 300 1 0.0% 0.0% 142 0 0.0% Q4 2025 Feb 18, 2026
BAILLIE GIFFORD & CO History Closed out 0 0 0.04% -10,422,966 -100.0% Q3 2025 Oct 31, 2025
TANG CAPITAL MANAGEMENT LLC History Closed out 0 0 0.5% -2,600,000 -100.0% Q3 2025 Nov 14, 2025
DnB Asset Management AS History Closed out 0 0 0.01% -656,208 -100.0% Q3 2025 Nov 12, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -404,405 -100.0% Q3 2025 Nov 14, 2025
CAXTON ASSOCIATES LLP History Closed out 0 0 0.04% -357,506 -100.0% Q3 2025 Nov 17, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.09% -212,518 -100.0% Q3 2025 Nov 07, 2025
Centiva Capital, LP History Closed out 0 0 0.0% -100,000 -100.0% Q3 2025 Nov 14, 2025
Sanctuary Advisors, LLC History Closed out 0 0 0.0% -55,732 -100.0% Q3 2025 Jan 13, 2026
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -54,355 -100.0% Q3 2025 Nov 14, 2025
B. Riley Wealth Advisors, Inc. History Closed out 0 0 0.0% -50,500 -100.0% Q3 2025 Oct 31, 2025
MARSHALL WACE, LLP History Closed out 0 0 0.0% -47,480 -100.0% Q3 2025 Nov 13, 2025
SHERBROOKE PARK ADVISERS LLC History Closed out 0 0 0.04% -17,354 -100.0% Q3 2025 Nov 14, 2025
Mariner, LLC History Closed out 0 0 0.0% -15,792 -100.0% Q3 2025 Nov 14, 2025
JGP Global Gestao de Recursos Ltda. History Closed out 0 0 0.04% -15,149 -100.0% Q3 2025 Oct 24, 2025
Lantern Wealth Advisors, LLC History Closed out 0 0 0.04% -15,000 -100.0% Q3 2025 Nov 26, 2025
PFG Investments, LLC History Closed out 0 0 0.0% -12,610 -100.0% Q3 2025 Oct 31, 2025
Gryphon Financial Partners LLC History Closed out 0 0 0.01% -12,438 -100.0% Q3 2025 Nov 12, 2025
Janney Montgomery Scott LLC History Closed out 0 0 0.0% -10,543 -100.0% Q3 2025 Oct 27, 2025
AA Financial Advisors, LLC History Closed out 0 0 0.01% -10,000 -100.0% Q3 2025 Oct 14, 2025
HOLLENCREST CAPITAL MANAGEMENT History Closed out 0 0 0.0% -5,000 -100.0% Q3 2025 Nov 03, 2025
CWM, LLC History Closed out 0 0 0.0% -3,512 -100.0% Q3 2025 Oct 15, 2025
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 0.0% -3,447 -100.0% Q3 2025 Nov 14, 2025
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -3,141 -100.0% Q3 2025 Nov 03, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -1,256 -100.0% Q3 2025 Nov 12, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -790 -100.0% Q3 2025 Nov 14, 2025
NISA INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -610 -100.0% Q3 2025 Oct 23, 2025
Physician Wealth Advisors, Inc. History Closed out 0 0 -168 -100.0% Q3 2025 Nov 04, 2025
Cornerstone Financial Management LLC History New 127 0 +127 New Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 122 0 +122 New Q4 2025 Feb 10, 2026
Clearstead Advisors, LLC History New 26 0 +26 New Q4 2025 Feb 09, 2026
Larson Financial Group LLC History New 7 0 +7 New Q4 2025 Feb 06, 2026
MAI Capital Management History No change 266 0 0.0% 0 0.0% Q4 2025 Feb 13, 2026