Atai Beckley N.V. - ATAI

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 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
ADAGE CAPITAL PARTNERS GP, L.L.C. History Added to 7,079,846 28,956 0.04% 0.05% 1 +1,645,064 30.27% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 4,820,973 19,717 0.0% 0.0% 2 +5,410 0.11% Q4 2025 Feb 13, 2026
Deep Track Capital, LP History New 4,677,289 19,130 0.34% 3 +4,677,289 New Q4 2025 Feb 13, 2026
ARK Investment Management LLC History Added to 3,305,997 13,521 0.09% 0.06% 4 +1,286,446 63.7% Q4 2025 Feb 11, 2026
BlackRock, Inc. History Added to 2,813,208 11,506 0.0% 0.0% 5 +2,808,808 63836.55% Q4 2025 Feb 12, 2026
Foresite Capital Management VI LLC History New 2,750,000 11,247 3.4% 6 +2,750,000 New Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Added to 2,675,117 10,941 0.01% 0.01% 7 +1,609,236 150.98% Q4 2025 Feb 13, 2026
RTW INVESTMENTS, LP History New 2,000,000 8,180 0.08% 8 +2,000,000 New Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 1,961,606 8,022 0.0% 0.0% 9 -992,688 -33.6% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History New 1,735,252 7,097 0.0% 10 +1,735,252 New Q4 2025 Feb 17, 2026
Ally Bridge Group (NY) LLC History Reduced 1,713,105 7,006 7.3% 7.37% 11 -573,900 -25.09% Q4 2025 Feb 17, 2026
Eagle Health Investments LP History New 1,678,400 6,864 1.51% 12 +1,678,400 New Q4 2025 Feb 06, 2026
HRT FINANCIAL LP History Added to 1,469,246 6,009 0.02% 0.01% 13 +1,067,970 266.14% Q4 2025 Feb 12, 2026
TWO SIGMA INVESTMENTS, LP History Added to 1,410,229 5,767 0.01% 0.0% 14 +1,046,403 287.61% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 1,281,190 5,240 0.01% 0.0% 15 +1,211,305 1733.28% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Reduced 1,117,879 4,572 0.01% 0.01% 16 -77,828 -6.51% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Added to 1,010,013 4,130 0.0% 0.0% 17 +560,967 124.92% Q4 2025 Mar 25, 2026
Point72 Asset Management, L.P. History New 935,712 3,827 0.0% 18 +935,712 New Q4 2025 Feb 17, 2026
ADAR1 Capital Management, LLC History No change 913,242 3,735 0.27% 0.45% 19 0 0.0% Q4 2025 Feb 18, 2026
JANE STREET GROUP, LLC History Added to 793,996 3,247 0.0% 0.0% 20 +28,722 3.75% Q4 2025 Feb 12, 2026
CenterBook Partners LP History Added to 780,501 3,192 0.16% 0.17% 21 +129,370 19.87% Q4 2025 Feb 11, 2026
Brown University History No change 718,500 2,938 2.06% 2.25% 22 0 0.0% Q4 2025 Jan 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 607,528 2,484 0.0% 0.0% 23 -698,927 -53.5% Q4 2025 Feb 17, 2026
Woodline Partners LP History New 600,000 2,454 0.01% 24 +600,000 New Q4 2025 Feb 17, 2026
PEAK6 LLC History Reduced 586,000 2,396 0.0% 0.0% 25 -42,600 -6.78% Q4 2025 Mar 12, 2026
AdvisorShares Investments LLC History Added to 548,603 2,243 0.37% 0.44% 26 +42,292 8.35% Q4 2025 Feb 10, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History New 465,352 1,904 0.0% 27 +465,352 New Q4 2025 Feb 17, 2026
Amova Asset Management Americas, Inc. History Added to 461,436 1,887 0.02% 0.01% 28 +258,655 127.55% Q4 2025 Feb 11, 2026
Squarepoint Ops LLC History Added to 354,685 1,450 0.0% 0.0% 29 +203,021 133.86% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Reduced 334,865 1,369 0.0% 0.0% 30 -114,777 -25.53% Q4 2025 Feb 11, 2026
Swiss National Bank History New 325,900 1,332 0.0% 31 +325,900 New Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Reduced 296,991 1,214 0.0% 0.0% 32 -472,609 -61.41% Q4 2025 Feb 11, 2026
STABLEFORD CAPITAL II LLC History New 291,558 1,192 0.43% 33 +291,558 New Q4 2025 Jan 13, 2026
STATE STREET CORP History Added to 288,314 1,179 0.0% 0.0% 34 +145,753 102.24% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 270,451 1,106 0.0% 0.0% 35 +22,582 9.11% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Reduced 264,517 1,081 0.0% 0.0% 36 -447,928 -62.87% Q4 2025 Feb 17, 2026
Man Group plc History Added to 238,751 976 0.0% 0.0% 37 +206,474 639.69% Q4 2025 Feb 17, 2026
Brummer Multi-Strategy AB History New 234,915 960 5.8% 38 +234,915 New Q4 2025 Feb 04, 2026
Catalio Capital Management, LP History No change 196,858 805 0.14% 0.19% 39 0 0.0% Q4 2025 Feb 17, 2026
Shay Capital LLC History Added to 195,000 797 0.08% 0.03% 40 +127,000 186.76% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 189,500 775 0.0% 41 +189,500 New Q4 2025 Feb 13, 2026
Burkehill Global Management, LP History New 185,000 756 0.05% 42 +185,000 New Q4 2025 Feb 17, 2026
Nuveen, LLC History New 179,975 736 0.0% 43 +179,975 New Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History No change 179,000 732 0.0% 0.0% 44 0 0.0% Q4 2025 Mar 16, 2026
TWO SIGMA ADVISERS, LP History New 176,200 720 0.0% 45 +176,200 New Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Reduced 153,583 628 0.0% 0.0% 46 -290,444 -65.41% Q4 2025 Jan 29, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History New 151,453 619 0.0% 47 +151,453 New Q4 2025 Feb 17, 2026
XTX Topco Ltd History New 130,500 533 0.01% 48 +130,500 New Q4 2025 Feb 17, 2026
Legal & General Group Plc History New 127,547 521 0.0% 49 +127,547 New Q4 2025 Feb 09, 2026
NORTHERN TRUST CORP History New 124,060 507 0.0% 50 +124,060 New Q4 2025 Feb 17, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History Added to 121,429 496 0.03% 0.02% 51 +69,030 131.74% Q4 2025 Feb 12, 2026
BARCLAYS PLC History Added to 115,940 474 0.0% 0.0% 52 +18,402 18.87% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 84,244 344 0.0% 53 +84,244 New Q4 2025 Feb 10, 2026
NOMURA HOLDINGS INC History New 83,900 343 0.0% 54 +83,900 New Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 74,537 304 0.0% 0.0% 55 -153,746 -67.35% Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History New 69,800 285 0.0% 56 +69,800 New Q4 2025 Jan 28, 2026
Carrera Capital Advisors History New 66,810 273 0.05% 57 +66,810 New Q4 2025 Jan 30, 2026
FreeGulliver LLC History New 62,500 255 0.09% 58 +62,500 New Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History No change 58,246 238 0.0% 0.0% 59 0 0.0% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 57,232 228 0.0% 0.0% 60 -52,555 -47.87% Q4 2025 Jan 08, 2026
Caprock Group, LLC History New 52,075 212 0.0% 61 +52,075 New Q4 2025 Jan 28, 2026
SEAVIEW INVESTMENT MANAGERS LLC History No change 49,922 204 0.08% 0.1% 62 0 0.0% Q4 2025 Feb 09, 2026
Quadrature Capital Ltd History New 47,848 195 0.0% 63 +47,848 New Q4 2025 Feb 17, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 47,214 193 0.01% 0.02% 64 0 0.0% Q4 2025 Feb 10, 2026
STEPHENS INC /AR/ History Added to 46,980 192 0.0% 0.0% 65 +17,600 59.9% Q4 2025 Feb 05, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History New 46,375 189 0.0% 66 +46,375 New Q4 2025 Jan 27, 2026
Arizona State Retirement System History New 46,062 188 0.0% 67 +46,062 New Q4 2025 Jan 28, 2026
Pale Fire Capital SE History Reduced 45,811 187 0.01% 0.63% 68 -1,034,957 -95.76% Q4 2025 Feb 13, 2026
Persistent Asset Partners Ltd History New 43,973 179 0.08% 69 +43,973 New Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History No change 35,984 147 0.0% 0.0% 70 0 0.0% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 31,342 128 0.0% 0.0% 71 -45,356 -59.14% Q4 2025 Feb 18, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 30,000 122 0.01% 0.01% 72 -10,000 -25.0% Q4 2025 Jan 28, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 28,957 118 0.0% 0.0% 73 -89,917 -75.64% Q4 2025 Feb 17, 2026
Robertson Stephens Wealth Management, LLC History Added to 28,297 115 0.0% 0.0% 74 +11,608 69.55% Q4 2025 Feb 02, 2026
Jain Global LLC History New 26,425 108 0.0% 76 +26,425 New Q4 2025 Feb 17, 2026
EVOKE WEALTH, LLC History No change 26,600 108 0.0% 0.0% 75 0 0.0% Q4 2025 Feb 06, 2026
Creative Planning History No change 25,760 105 0.0% 0.0% 77 0 0.0% Q4 2025 Feb 17, 2026
Bright Futures Wealth Management, LLC. History No change 25,000 102 0.08% 0.1% 78 0 0.0% Q4 2025 Feb 05, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History New 24,548 100 0.0% 79 +24,548 New Q4 2025 Jan 28, 2026
Wedmont Private Capital History No change 25,000 100 0.0% 0.01% 80 0 0.0% Q4 2025 Jan 08, 2026
LPL Financial LLC History Added to 23,513 96 0.0% 0.0% 81 +1,730 7.94% Q4 2025 Feb 11, 2026
Strategic Blueprint, LLC History No change 23,500 96 0.01% 0.01% 82 0 0.0% Q4 2025 Jan 30, 2026
Pictet Asset Management Holding SA History New 22,253 91 0.0% 83 +22,253 New Q4 2025 Jan 29, 2026
IEQ CAPITAL, LLC History No change 21,888 89 0.0% 0.0% 84 0 0.0% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 20,636 84 0.0% 0.0% 85 +6,591 46.93% Q4 2025 Feb 05, 2026
McAdam, LLC History New 19,649 80 0.0% 87 +19,649 New Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History New 19,450 80 0.0% 86 +19,450 New Q4 2025 Feb 11, 2026
Invesco Ltd. History Added to 19,347 79 0.0% 0.0% 88 +9,314 92.83% Q4 2025 Feb 19, 2026
Verdence Capital Advisors LLC History No change 19,178 78 0.0% 0.01% 89 0 0.0% Q4 2025 Jan 29, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 18,348 75 0.01% 0.01% 91 +6,499 54.85% Q4 2025 Jan 15, 2026
Baker Avenue Asset Management, LP History No change 18,400 75 0.0% 0.0% 90 0 0.0% Q4 2025 Feb 10, 2026
Mirae Asset Global Investments Co., Ltd. History New 17,649 72 0.0% 92 +17,649 New Q4 2025 Jan 26, 2026
Composition Wealth, LLC History New 16,837 68 0.0% 93 +16,837 New Q4 2025 Feb 02, 2026
Resolute Advisors LLC History No change 16,777 68 0.02% 0.02% 94 0 0.0% Q4 2025 Feb 11, 2026
Audent Global Asset Management, LLC History No change 16,837 68 0.04% 0.06% 95 0 0.0% Q4 2025 Mar 10, 2026
TRUIST FINANCIAL CORP History No change 16,394 67 0.0% 0.0% 96 0 0.0% Q4 2025 Feb 02, 2026
ProShare Advisors LLC History New 16,042 65 0.0% 97 +16,042 New Q4 2025 Feb 06, 2026
North Star Investment Management Corp. History No change 15,675 64 0.0% 0.01% 98 0 0.0% Q4 2025 Jan 30, 2026
Neuberger Berman Group LLC History Added to 14,815 60 0.0% 0.0% 99 +2,215 17.58% Q4 2025 Feb 13, 2026
PTM WEALTH MANAGEMENT, LLC History No change 15,000 58 0.03% 0.05% 100 0 0.0% Q4 2025 Jan 09, 2026
CRA Financial Services, LLC History No change 12,903 52 0.01% 0.01% 101 0 0.0% Q4 2025 Jan 16, 2026
Hunter Perkins Capital Management, LLC History Reduced 12,341 50 0.01% 0.02% 102 -2,400 -16.28% Q4 2025 Jan 14, 2026
Coastal Bridge Advisors, LLC History Reduced 12,150 49 0.0% 0.01% 103 -2,350 -16.21% Q4 2025 Feb 18, 2026
TUDOR INVESTMENT CORP ET AL History New 11,657 47 0.0% 104 +11,657 New Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 11,071 45 0.0% 0.0% 105 -53,106 -82.75% Q4 2025 Feb 13, 2026
OXFORD ASSET MANAGEMENT LLP History Reduced 10,330 42 0.02% 1.17% 106 -36,052 -77.73% Q4 2025 Feb 17, 2026
Verity Asset Management, Inc. History No change 10,000 40 0.02% 0.02% 107 0 0.0% Q4 2025 Jan 30, 2026
Williams Jones Wealth Management, LLC. History No change 10,000 40 0.0% 0.0% 108 0 0.0% Q4 2025 Feb 13, 2026
Gould Capital, LLC History No change 10,000 40 0.02% 0.03% 109 0 0.0% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 7,832 32 0.0% 0.0% 110 +255 3.37% Q4 2025 Feb 10, 2026
GF FUND MANAGEMENT CO. LTD. History New 7,137 29 0.0% 111 +7,137 New Q4 2025 Jan 27, 2026
ANTIPODES PARTNERS Ltd History New 7,081 28 0.0% 112 +7,081 New Q4 2025 Feb 05, 2026
State of Wyoming History New 6,722 27 0.0% 113 +6,722 New Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History No change 6,535 26 0.0% 0.0% 114 0 0.0% Q4 2025 Feb 13, 2026
Caitong International Asset Management Co., Ltd History New 5,556 22 0.01% 116 +5,556 New Q4 2025 Mar 03, 2026
Crewe Advisors LLC History No change 5,540 22 0.0% 0.0% 115 0 0.0% Q4 2025 Jan 16, 2026
DEUTSCHE BANK AG\ History New 4,952 20 0.0% 117 +4,952 New Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Added to 5,052 20 0.0% 0.0% 118 +1,650 48.5% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History No change 4,470 18 0.0% 0.0% 119 0 0.0% Q4 2025 Feb 12, 2026
T. Rowe Price Investment Management, Inc. History Reduced 3,684 16 0.0% 0.01% 120 -1,936,267 -99.81% Q4 2025 Feb 19, 2026
BNP Paribas Asset Management Holding S.A. History New 2,619 11 0.0% 121 +2,619 New Q4 2025 Feb 13, 2026
Principia Wealth Advisory, LLC History New 2,000 8 0.01% 123 +2,000 New Q4 2025 Feb 10, 2026
PROFFITT & GOODSON INC History No change 2,000 8 0.0% 0.0% 122 0 0.0% Q4 2025 Jan 27, 2026
SBI Securities Co., Ltd. History Reduced 1,738 7 0.0% 0.0% 124 -2,005 -53.57% Q4 2025 Feb 03, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,301 5 0.0% 0.0% 125 0 0.0% Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Reduced 1,080 4 0.0% 0.0% 127 -1,000 -48.08% Q4 2025 Feb 06, 2026
Westside Investment Management, Inc. History No change 1,250 4 0.0% 0.0% 126 0 0.0% Q4 2025 Jan 23, 2026
MAI Capital Management History Reduced 800 3 0.0% 0.0% 128 -2,771 -77.6% Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Reduced 746 3 0.0% 0.0% 129 -685 -47.87% Q4 2025 Feb 17, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 700 2 0.0% 0.0% 130 0 0.0% Q4 2025 Jan 30, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 600 2 0.0% 0.0% 131 0 0.0% Q4 2025 Feb 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 300 1 0.0% 132 +300 New Q4 2025 Feb 10, 2026
TD Waterhouse Canada Inc. History No change 400 1 0.0% 0.0% 133 0 0.0% Q4 2025 Jan 27, 2026
UBS Group AG History Closed out 0 0 0.01% -7,677,289 -100.0% Q3 2025 Nov 13, 2025
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -1,097,768 -100.0% Q3 2025 Nov 14, 2025
MOORE CAPITAL MANAGEMENT, LP History Closed out 0 0 0.07% -952,380 -100.0% Q3 2025 Nov 14, 2025
FRED ALGER MANAGEMENT, LLC History Closed out 0 0 0.01% -488,855 -100.0% Q3 2025 Nov 14, 2025
DLD Asset Management, LP History Closed out 0 0 0.17% -453,300 -100.0% Q3 2025 Nov 14, 2025
ORBIMED ADVISORS LLC History Closed out 0 0 0.04% -347,000 -100.0% Q3 2025 Nov 14, 2025
GEODE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.0% -242,344 -100.0% Q3 2025 Nov 12, 2025
Sumitomo Mitsui Trust Group, Inc. History Closed out 0 0 0.0% -202,781 -100.0% Q3 2025 Oct 27, 2025
Numerai GP LLC History Closed out 0 0 0.11% -153,800 -100.0% Q3 2025 Nov 14, 2025
HighTower Advisors, LLC History Closed out 0 0 0.0% -79,356 -100.0% Q3 2025 Nov 07, 2025
STEMPOINT CAPITAL LP History Closed out 0 0 0.08% -76,032 -100.0% Q3 2025 Nov 14, 2025
TD ASSET MANAGEMENT INC History Closed out 0 0 0.0% -68,576 -100.0% Q3 2025 Nov 10, 2025
SG Americas Securities, LLC History Closed out 0 0 0.0% -53,477 -100.0% Q3 2025 Oct 23, 2025
CAPTRUST FINANCIAL ADVISORS History Closed out 0 0 0.0% -50,000 -100.0% Q3 2025 Nov 19, 2025
Sender Co & Partners, Inc. History Closed out 0 0 0.02% -43,176 -100.0% Q3 2025 Nov 17, 2025
Ruane, Cunniff & Goldfarb L.P. History Closed out 0 0 0.0% -42,112 -100.0% Q3 2025 Nov 14, 2025
Diametric Capital, LP History Closed out 0 0 0.08% -40,815 -100.0% Q3 2025 Nov 13, 2025
Dauntless Investment Group, LLC History Closed out 0 0 0.1% -31,159 -100.0% Q3 2025 Nov 14, 2025
NewEdge Advisors, LLC History Closed out 0 0 0.0% -30,275 -100.0% Q3 2025 Nov 17, 2025
Regent Peak Wealth Advisors LLC History Closed out 0 0 0.02% -20,000 -100.0% Q3 2025 Oct 16, 2025
Hudson Bay Capital Management LP History Closed out 0 0 0.0% -19,700 -100.0% Q3 2025 Dec 15, 2025
Tidal Investments LLC History Closed out 0 0 0.0% -16,713 -100.0% Q3 2025 Nov 14, 2025
MONETA GROUP INVESTMENT ADVISORS LLC History Closed out 0 0 0.0% -14,746 -100.0% Q3 2025 Nov 14, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.0% -13,192 -100.0% Q3 2025 Oct 31, 2025
BIT Capital GmbH History Closed out 0 0 0.0% -12,501 -100.0% Q3 2025 Nov 10, 2025
Choate Investment Advisors History Closed out 0 0 0.0% -11,750 -100.0% Q3 2025 Nov 10, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.0% -11,291 -100.0% Q3 2025 Nov 14, 2025
BROWN ADVISORY INC History Closed out 0 0 0.0% -10,460 -100.0% Q3 2025 Nov 14, 2025
COMMONWEALTH EQUITY SERVICES, LLC History Closed out 0 0 0.0% -10,017 -100.0% Q3 2025 Oct 22, 2025
Detalus Advisors, LLC History Closed out 0 0 0.01% -10,000 -100.0% Q3 2025 Oct 30, 2025
FNY Investment Advisers, LLC History Closed out 0 0 0.01% -6,824 -100.0% Q3 2025 Dec 15, 2025
EVOLUTION WEALTH MANAGEMENT INC. History Closed out 0 0 0.03% -6,467 -100.0% Q3 2025 Feb 10, 2026
Advisory Services Network, LLC History Closed out 0 0 0.0% -5,747 -100.0% Q3 2025 Nov 18, 2025
Bank Julius Baer & Co. Ltd, Zurich History Closed out 0 0 0.0% -250 -100.0% Q3 2025 Nov 13, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -229 -100.0% Q3 2025 Nov 12, 2025
HARBOUR INVESTMENTS, INC. History Closed out 0 0 0.0% -200 -100.0% Q3 2025 Nov 12, 2025
ORG Partners LLC History Closed out 0 0 -90 -100.0% Q3 2025 Oct 24, 2025
RHL GROUP, LLC History New 72 0 +72 New Q4 2025 Feb 09, 2026
Sankala Group LLC History New 52 0 +52 New Q4 2025 Mar 02, 2026
Allworth Financial LP History New 50 0 +50 New Q4 2025 Feb 05, 2026
Grey Fox Wealth Advisors, LLC History Closed out 0 0 -40 -100.0% Q3 2025 Oct 29, 2025
ROTHSCHILD INVESTMENT LLC History No change 50 0 0 0.0% Q4 2025 Feb 10, 2026
Russell Investments Group, Ltd. History No change 23 0 0 0.0% Q4 2025 Feb 17, 2026
Global Wealth Strategies & Associates History No change 126 0 0 0.0% Q4 2025 Jan 02, 2026