BioAge Labs, Inc. - BIOA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
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
a16z Capital Management, L.L.C. History No change 3,233,170 79,244 0.56% 4.38% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History Added to 2,849,077 69,830 0.0% 0.0% 2 +581,321 25.63% Q2 2026 Aug 07, 2026
Cormorant Asset Management, LP History Reduced 2,390,605 58,593 3.0% 2.54% 3 -500,000 -17.3% Q2 2026 Aug 14, 2026
Sofinnova Investments, Inc. History No change 2,293,788 56,220 2.91% 1.52% 4 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History New 2,144,633 52,597 0.02% 5 +2,144,633 New Q2 2026 Aug 14, 2026
Octagon Capital Advisors LP History No change 1,748,000 42,843 3.85% 3.38% 6 0 0.0% Q2 2026 Aug 14, 2026
RA CAPITAL MANAGEMENT, L.P. History Added to 1,671,648 40,972 0.36% 0.31% 7 +21,000 1.27% Q2 2026 Aug 14, 2026
MPM BioImpact LLC History New 1,667,661 40,874 2.49% 8 +1,667,661 New Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Added to 1,544,214 37,848 0.0% 0.0% 9 +189,308 13.97% Q2 2026 Aug 13, 2026
JANUS HENDERSON GROUP PLC History No change 2,094,270 36,597 0.02% 0.02% 10 0 0.0% Q1 2026 May 18, 2026
Polar Capital Holdings Plc History Reduced 1,072,344 26,283 0.06% 0.07% 11 -60,296 -5.32% Q2 2026 Aug 14, 2026
BRAIDWELL LP History Reduced 1,033,129 25,321 0.94% 0.7% 12 -167,458 -13.95% Q2 2026 Aug 14, 2026
STATE STREET CORP History Added to 1,021,464 25,036 0.0% 0.0% 13 +170,570 20.05% Q2 2026 Aug 07, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,004,264 24,619 0.0% 0.0% 14 +254,998 34.03% Q2 2026 Aug 12, 2026
Sands Capital Alternatives, LLC History No change 786,353 19,273 3.14% 3.27% 15 0 0.0% Q2 2026 Aug 13, 2026
ORBIMED ADVISORS LLC History Added to 752,153 18,435 0.34% 0.25% 16 +40,342 5.67% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History Added to 742,761 18,205 0.01% 0.01% 17 +43,571 6.23% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 702,858 17,227 0.02% 0.03% 18 -624,687 -47.06% Q2 2026 Aug 14, 2026
Pivotal bioVenture Partners Investment Advisor LLC History No change 653,374 16,014 5.2% 4.08% 19 0 0.0% Q2 2026 Aug 13, 2026
Cosmic Management, LLC History No change 501,833 12,299 3.22% 3.84% 20 0 0.0% Q2 2026 Aug 13, 2026
STEMPOINT CAPITAL LP History Added to 464,171 11,376 1.96% 1.15% 21 +125,517 37.06% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 412,925 10,120 0.0% 0.0% 22 +275,136 199.68% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 410,165 10,053 0.0% 0.0% 23 +123,219 42.94% Q2 2026 Aug 13, 2026
Squadron Capital Management LLC History New 405,000 9,926 3.08% 24 +405,000 New Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 394,138 9,661 0.0% 0.0% 25 +179,592 83.71% Q2 2026 Aug 11, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 377,085 9,242 0.03% 0.03% 26 -43,038 -10.24% Q2 2026 Aug 14, 2026
Walleye Capital LLC History Added to 354,395 8,686 0.03% 0.01% 27 +202,721 133.66% Q2 2026 Aug 03, 2026
Nuveen, LLC History Added to 349,142 8,557 0.0% 0.0% 28 +300,454 617.1% Q2 2026 Aug 11, 2026
DIADEMA PARTNERS LP History Added to 346,434 8,491 1.07% 0.18% 29 +286,434 477.39% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History Added to 343,166 8,410 0.0% 0.0% 30 +119,037 53.11% Q2 2026 Aug 13, 2026
Integral Health Asset Management, LLC History New 300,000 7,353 0.29% 32 +300,000 New Q2 2026 Aug 14, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 300,000 7,353 0.01% 0.01% 31 -200,000 -40.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History Added to 282,386 6,921 0.0% 0.0% 33 +22,517 8.66% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History Added to 281,967 6,911 0.0% 0.0% 34 +16,594 6.25% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 273,371 6,700 0.0% 0.0% 35 +26,095 10.55% Q2 2026 Aug 14, 2026
Comprehensive Financial Management LLC History No change 271,842 6,662 0.22% 0.16% 36 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History Added to 270,769 6,636 0.0% 0.0% 37 +114,331 73.08% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 257,855 6,320 0.0% 0.0% 38 +196,347 319.22% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 247,621 6,069 0.0% 0.0% 39 -182,842 -42.48% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History Added to 233,979 5,837 0.0% 0.0% 40 +60,409 34.8% Q2 2026 Aug 12, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 224,453 5,499 0.01% 0.01% 41 -167,893 -42.79% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 219,600 5,382 0.0% 0.0% 42 +23,663 12.08% Q2 2026 Aug 13, 2026
SPHERA FUNDS MANAGEMENT LTD. History Added to 213,671 5,237 0.68% 0.24% 43 +127,153 146.97% Q2 2026 Aug 14, 2026
Ikarian Capital, LLC History New 200,000 4,901 0.53% 44 +200,000 New Q2 2026 Aug 14, 2026
FMR LLC History Reduced 183,563 4,499 0.0% 0.0% 45 -6,735 -3.54% Q2 2026 Aug 13, 2026
Yiheng Capital Management, L.P. History New 170,532 4,179 1.43% 46 +170,532 New Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 165,700 4,061 0.01% 0.0% 47 +27,112 19.56% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History Reduced 141,698 3,473 0.01% 0.01% 48 -24,526 -14.75% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Added to 138,565 3,396 0.0% 0.0% 49 +121,365 705.61% Q2 2026 Sep 02, 2026
Invesco Ltd. History Reduced 127,420 3,123 0.0% 0.0% 50 -48,690 -27.65% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Added to 107,332 2,630 0.0% 0.0% 51 +31,764 42.03% Q2 2026 Aug 06, 2026
UBS Group AG History Added to 102,926 2,522 0.0% 0.0% 52 +33,444 48.13% Q2 2026 Aug 13, 2026
NEXTBio Capital Management LP History New 100,732 2,468 1.14% 53 +100,732 New Q2 2026 Aug 14, 2026
Burkehill Global Management, LP History No change 100,000 2,451 0.09% 0.09% 54 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History New 98,240 2,407 0.01% 55 +98,240 New Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 94,656 2,320 0.0% 0.0% 56 +26,975 39.86% Q2 2026 Aug 14, 2026
Alessandra Capital Management, LLC History Reduced 93,368 2,288 1.62% 1.61% 57 -14,452 -13.4% Q2 2026 Jul 28, 2026
Russell Investments Group, Ltd. History Added to 79,196 1,941 0.0% 0.0% 58 +15,940 25.2% Q2 2026 Aug 06, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 71,487 1,752 0.0% 0.0% 59 +39,929 126.53% Q2 2026 Aug 13, 2026
Birchview Capital, LP History New 69,000 1,691 0.79% 60 +69,000 New Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History Added to 68,436 1,677 0.0% 0.0% 61 +12,916 23.26% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 61,380 1,504 0.02% 63 +61,380 New Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 61,394 1,504 0.0% 0.0% 62 +14,443 30.76% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History Added to 59,198 1,450 0.0% 0.0% 64 +65 0.11% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History Added to 54,780 1,342 0.0% 0.0% 65 +25,877 89.53% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History Added to 54,489 1,335 0.0% 0.0% 66 +28,089 106.4% Q2 2026 Aug 14, 2026
Persistent Asset Partners Ltd History Added to 37,763 1,255 0.37% 0.1% 67 +22,596 148.98% Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History Added to 51,188 1,254 0.0% 0.0% 69 +28,101 121.72% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 51,188 1,254 0.0% 0.0% 68 -18,146 -26.17% Q2 2026 Aug 14, 2026
SEVEN GRAND MANAGERS, LLC History No change 50,000 1,225 0.05% 0.06% 70 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 49,545 1,214 0.0% 0.0% 71 -38,336 -43.62% Q2 2026 Aug 13, 2026
MOODY ALDRICH PARTNERS LLC History New 47,491 1,164 0.21% 72 +47,491 New Q2 2026 Jul 15, 2026
SIMPLEX TRADING, LLC History Added to 47,280 1,158 0.0% 0.0% 73 +44,958 1936.18% Q2 2026 Aug 12, 2026
RHUMBLINE ADVISERS History Added to 43,904 1,076 0.0% 0.0% 74 +8,584 24.3% Q2 2026 Aug 11, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 42,000 1,029 0.02% 0.02% 75 -15,600 -27.08% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History Added to 40,258 986 0.0% 0.0% 76 +17,476 76.71% Q2 2026 Aug 27, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 35,340 866 0.0% 0.0% 77 -1,166 -3.19% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History Added to 34,298 840 0.0% 0.0% 78 +11,202 48.5% Q2 2026 Aug 07, 2026
ALLIANCEBERNSTEIN L.P. History Added to 45,700 799 0.0% 0.0% 79 +16,700 57.59% Q2 2026 Aug 14, 2026
Militia Capital Management LLC History No change 32,286 791 0.02% 0.13% 80 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Global Advisers, LLC History Added to 31,865 781 0.0% 0.0% 81 +8,606 37.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History Reduced 31,743 778 0.0% 0.0% 82 -158,729 -83.33% Q2 2026 Aug 13, 2026
CITIGROUP INC History Added to 30,472 746 0.0% 0.0% 83 +17,088 127.67% Q2 2026 Aug 03, 2026
WELLS FARGO & COMPANY/MN History Added to 29,694 727 0.0% 0.0% 84 +18,288 160.34% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 29,247 717 0.0% 0.0% 85 +7,829 36.55% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 28,147 689 0.0% 0.0% 86 -1,155 -3.94% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 27,788 681 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 17, 2026
XTX Topco Ltd History Reduced 26,793 656 0.01% 0.01% 88 -20,085 -42.85% Q2 2026 Aug 14, 2026
WEXFORD CAPITAL LP History No change 25,765 631 0.08% 0.07% 89 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History Reduced 25,620 627 0.0% 0.0% 90 -2,620 -9.28% Q2 2026 Aug 14, 2026
STRS OHIO History Reduced 22,000 539 0.0% 0.0% 91 -500 -2.22% Q2 2026 Jul 30, 2026
MetLife Investment Management, LLC History Added to 20,889 511 0.0% 0.0% 92 +4,164 24.9% Q2 2026 Aug 13, 2026
Stonepine Capital Management, LLC History Reduced 20,000 490 0.28% 0.35% 94 -30,000 -60.0% Q2 2026 Aug 17, 2026
BANK OF NOVA SCOTIA History Added to 20,000 490 0.0% 0.0% 93 +9,700 94.17% Q2 2026 Aug 12, 2026
Creative Planning History Reduced 18,535 454 0.0% 0.0% 95 -6,786 -26.8% Q2 2026 Aug 13, 2026
Man Group plc History New 18,147 444 0.0% 97 +18,147 New Q2 2026 Aug 14, 2026
Virtus Investment Advisers, LLC History New 18,137 444 0.1% 96 +18,137 New Q2 2026 Aug 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 18,090 443 0.0% 0.0% 98 +35 0.19% Q2 2026 Aug 03, 2026
Verdad Advisers, LP History Added to 17,394 426 0.41% 0.3% 99 +2,184 14.36% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 16,187 396 0.0% 0.0% 100 +2,032 14.36% Q2 2026 Aug 14, 2026
GREAT LAKES ADVISORS, LLC History No change 15,932 390 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 10, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 15,240 373 0.01% 0.07% 102 -186,097 -92.43% Q2 2026 Jul 13, 2026
Engineers Gate Manager LP History New 14,015 343 0.0% 103 +14,015 New Q2 2026 Aug 14, 2026
Valor Management LLC History No change 13,105 321 0.0% 0.13% 104 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 12,400 303 0.0% 0.0% 105 +7,300 143.14% Q2 2026 Jul 29, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 11,977 293 0.0% 0.0% 106 -760 -5.97% Q2 2026 Aug 10, 2026
GLENMEDE TRUST CO NA History New 10,960 268 0.0% 107 +10,960 New Q2 2026 Aug 10, 2026
PROFUND ADVISORS LLC History New 10,880 266 0.01% 108 +10,880 New Q2 2026 Aug 11, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History Reduced 10,472 256 0.06% 0.32% 109 -10,324 -49.64% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History Added to 10,367 254 0.0% 0.0% 110 +1,980 23.61% Q2 2026 Jul 23, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 9,529 233 0.0% 111 +9,529 New Q2 2026 Sep 09, 2026
Quadrature Capital Ltd History New 9,480 232 0.0% 112 +9,480 New Q2 2026 Aug 06, 2026
RWA WEALTH PARTNERS, LLC History New 9,091 222 0.0% 113 +9,091 New Q2 2026 Aug 07, 2026
China Universal Asset Management Co., Ltd. History Reduced 7,075 173 0.01% 0.01% 114 -632 -8.2% Q2 2026 Jul 24, 2026
State of Wyoming History New 6,274 153 0.02% 115 +6,274 New Q2 2026 Aug 06, 2026
Legal & General Group Plc History Added to 3,413 83 0.0% 0.0% 116 +758 28.55% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History Added to 3,190 78 0.0% 0.0% 117 +720 29.15% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History Added to 3,204 78 0.0% 0.0% 118 +332 11.56% Q2 2026 Aug 11, 2026
CWM, LLC History No change 3,678 64 0.0% 0.0% 119 0 0.0% Q1 2026 May 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 2,097 51 0.0% 0.0% 120 +1,015 93.81% Q2 2026 Aug 11, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 1,988 48 0.0% 0.0% 122 -277 -12.23% Q2 2026 Jul 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,974 48 0.0% 0.0% 121 -99 -4.78% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History Added to 1,311 32 0.0% 0.0% 123 +1,095 506.94% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History New 1,070 26 0.0% 124 +1,070 New Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History Added to 1,007 24 0.0% 125 +950 1666.67% Q2 2026 Jul 23, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 921 22 0.0% 0.0% 126 +124 15.56% Q2 2026 Aug 07, 2026
Parallel Advisors, LLC History No change 867 21 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 05, 2026
Sterling Capital Management LLC History Reduced 651 15 0.0% 0.0% 128 -349 -34.9% Q2 2026 Jul 28, 2026
Arax Advisory Partners History New 542 13 0.0% 129 +542 New Q2 2026 Aug 10, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 423 10 0.0% 0.0% 130 -1,218 -74.22% Q2 2026 Aug 24, 2026
TD Waterhouse Canada Inc. History No change 256 6 0.0% 0.0% 131 0 0.0% Q2 2026 Jul 27, 2026
Torren Management, LLC History No change 213 5 0.0% 0.0% 132 0 0.0% Q2 2026 Jul 10, 2026
OSAIC HOLDINGS, INC. History Added to 183 4 0.0% 0.0% 133 +49 36.57% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 125 3 0.0% 134 +101 420.83% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History Reduced 145 3 0.0% 0.0% 135 -24 -14.2% Q2 2026 Jul 24, 2026
Farther Finance Advisors, LLC History Reduced 133 3 0.0% 0.0% 137 -3 -2.21% Q2 2026 Jul 17, 2026
Steward Partners Investment Advisory, LLC History No change 128 3 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
Truvestments Capital LLC History New 119 2 0.0% 144 +119 New Q2 2026 Aug 12, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 95 2 0.0% 0.0% 140 -70 -42.42% Q2 2026 Jul 02, 2026
ROTHSCHILD INVESTMENT LLC History Added to 87 2 0.0% 138 +30 52.63% Q2 2026 Aug 06, 2026
GROUP ONE TRADING LLC History Added to 96 2 0.0% 0.0% 139 +23 31.51% Q2 2026 Aug 13, 2026
Essential Partners LLC History Reduced 96 2 0.0% 0.0% 143 -12 -11.11% Q2 2026 Aug 10, 2026
Cornerstone Planning Group LLC History No change 102 2 0.0% 0.0% 141 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone Financial Management LLC History No change 110 2 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 28, 2026
True Wealth Design, LLC History No change 80 1 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 16, 2026
ADAR1 Capital Management, LLC History Closed out 0 0 0.14% -135,560 -100.0% Q2 2026 Aug 14, 2026
Alyeska Investment Group, L.P. History Closed out 0 0 0.0% -75,000 -100.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History Closed out 0 0 0.02% -64,226 -100.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History Closed out 0 0 0.0% -62,385 -100.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History Closed out 0 0 0.01% -60,572 -100.0% Q2 2026 Aug 14, 2026
Informed Momentum Co LLC History Closed out 0 0 0.07% -34,809 -100.0% Q2 2026 Aug 13, 2026
Jump Financial, LLC History Closed out 0 0 0.01% -33,900 -100.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -33,899 -100.0% Q2 2026 Aug 13, 2026
Polymer Capital Management (US) LLC History Closed out 0 0 0.02% -11,688 -100.0% Q2 2026 Aug 14, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.03% -10,850 -100.0% Q2 2026 Aug 04, 2026
WINTON GROUP Ltd History Closed out 0 0 0.01% -10,165 -100.0% Q2 2026 Aug 07, 2026
ANTIPODES PARTNERS Ltd History Closed out 0 0 0.0% -915 -100.0% Q2 2026 Aug 06, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.0% -881 -100.0% Q2 2026 Aug 14, 2026
MEEDER ASSET MANAGEMENT INC History Closed out 0 0 0.0% -631 -100.0% Q2 2026 Aug 07, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.0% -208 -100.0% Q2 2026 Aug 04, 2026
Advisory Services Network, LLC History Closed out 0 0 -53 -100.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History Reduced 9 0 -28 -75.68% Q2 2026 Jul 07, 2026
Fortitude Family Office, LLC History Closed out 0 0 -27 -100.0% Q2 2026 Jul 20, 2026
Sunrise Financial Services, LLC History Closed out 0 0 -26 -100.0% Q2 2026 Aug 12, 2026
Silver Grove Financial Group, Inc. History New 15 0 +15 New Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History New 11 0 +11 New Q2 2026 Aug 05, 2026
Allworth Financial LP History Reduced 4 0 -7 -63.64% Q2 2026 Aug 11, 2026
MAI Capital Management History Closed out 0 0 -6 -100.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History New 4 0 +4 New Q2 2026 Jul 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 7 0 0 0.0% Q2 2026 Aug 13, 2026
Sunbelt Securities, Inc. History No change 3 0 0 0.0% Q1 2026 May 15, 2026
IFP Advisors, Inc History No change 9 0 0 0.0% Q2 2026 Jul 20, 2026