Commerce.com, Inc. - CMRC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 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
VANGUARD GROUP INC History No change 7,803,109 32,148 0.0% 0.0% 1 0 0.0% Q4 2025 Jan 29, 2026
Lynrock Lake LP History No change 9,266,666 24,741 1.69% 2.52% 2 0 0.0% Q1 2026 May 15, 2026
BlackRock, Inc. History Reduced 4,763,055 12,717 0.0% 0.0% 3 -96,531 -1.99% Q1 2026 May 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 4,562,016 12,180 0.0% 4 +4,562,016 New Q1 2026 May 08, 2026
Divisar Capital Management LLC History Added to 3,926,896 10,484 2.67% 4.37% 5 +150,000 3.97% Q1 2026 May 15, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 3,118,685 8,319 0.01% 0.02% 6 +713,139 29.65% Q1 2026 May 13, 2026
Pale Fire Capital SE History Added to 2,952,094 7,882 0.69% 0.21% 7 +2,203,169 294.18% Q1 2026 May 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,846,647 7,600 0.0% 8 +2,846,647 New Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History New 1,706,025 4,555 0.0% 9 +1,706,025 New Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,618,900 4,322 0.0% 0.0% 10 +787,430 94.7% Q1 2026 May 15, 2026
S SQUARED TECHNOLOGY, LLC History Added to 1,599,142 4,269 1.62% 1.93% 11 +391,356 32.4% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,470,686 3,927 0.0% 0.0% 12 -132,145 -8.24% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 1,438,863 3,841 0.0% 0.0% 13 +14,914 1.05% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 1,252,100 3,343 0.01% 0.01% 14 +63,400 5.33% Q1 2026 May 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 1,235,752 3,299 0.01% 0.01% 15 -37,160 -2.92% Q1 2026 May 11, 2026
MONIMUS CAPITAL MANAGEMENT, LP History New 1,164,942 3,110 0.86% 16 +1,164,942 New Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Reduced 1,026,935 2,741 0.0% 0.01% 17 -475,041 -31.63% Q1 2026 May 14, 2026
COMMERCE BANK History Added to 1,000,000 2,670 0.01% 0.01% 18 +433,409 76.49% Q1 2026 May 11, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Added to 962,583 2,570 0.01% 0.0% 19 +675,491 235.29% Q1 2026 May 15, 2026
Potrero Capital Research LLC History Reduced 748,662 1,998 1.23% 1.96% 20 -666,677 -47.1% Q1 2026 May 15, 2026
P.A.W. CAPITAL CORP History Added to 700,000 1,869 5.09% 5.37% 21 +100,000 16.67% Q1 2026 Apr 21, 2026
HERALD INVESTMENT MANAGEMENT Ltd History No change 700,000 1,862 0.26% 0.38% 22 0 0.0% Q1 2026 May 13, 2026
D. E. Shaw & Co., Inc. History Reduced 559,487 1,493 0.0% 0.0% 23 -425,521 -43.2% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 536,005 1,431 0.0% 0.0% 24 +12,954 2.48% Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 506,278 1,351 0.0% 0.0% 25 -333,167 -39.69% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 465,358 1,242 0.0% 26 +465,358 New Q1 2026 May 08, 2026
CITADEL ADVISORS LLC History Added to 446,295 1,191 0.0% 0.0% 27 +37,933 9.29% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 442,430 1,181 0.0% 0.0% 28 +149,695 51.14% Q1 2026 May 15, 2026
UBS Group AG History Added to 409,984 1,094 0.0% 0.0% 29 +156,082 61.47% Q1 2026 May 05, 2026
MORGAN STANLEY History Reduced 394,299 1,052 0.0% 0.0% 30 -67,709 -14.66% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 368,719 984 0.0% 0.0% 31 +129,223 53.96% Q1 2026 May 04, 2026
NANO CAP NEW MILLENNIUM GROWTH FUND L P History Added to 352,500 941 0.88% 0.65% 32 +167,500 90.54% Q1 2026 May 15, 2026
SEGALL BRYANT & HAMILL, LLC History New 346,861 926 0.01% 33 +346,861 New Q1 2026 May 22, 2026
Legal & General Group Plc History Reduced 338,935 904 0.0% 0.0% 34 -32,666 -8.79% Q1 2026 May 08, 2026
Qube Research & Technologies Ltd History Reduced 302,398 807 0.0% 0.0% 35 -92,386 -23.4% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Reduced 268,144 715 0.0% 0.0% 36 -209,766 -43.89% Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 254,479 679 0.0% 0.0% 37 +114,407 81.68% Q1 2026 May 08, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 250,197 668 0.0% 0.0% 38 -313,523 -55.62% Q1 2026 May 15, 2026
FMR LLC History Added to 249,440 666 0.0% 0.0% 39 +3,191 1.3% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 248,900 664 0.0% 0.0% 40 +143,200 135.48% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 221,369 591 0.0% 0.0% 41 -6,949 -3.04% Q1 2026 May 05, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Reduced 219,121 585 0.03% 0.05% 42 -2,246 -1.01% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 206,671 551 0.0% 0.0% 43 -95,964 -31.71% Q1 2026 May 15, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History New 200,000 534 0.01% 44 +200,000 New Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 128,400 529 0.0% 0.0% 45 0 0.0% Q4 2025 Feb 17, 2026
GSA CAPITAL PARTNERS LLP History Added to 196,953 526 0.03% 0.01% 46 +169,163 608.72% Q1 2026 May 08, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History Reduced 190,000 507 0.03% 0.07% 47 -92,500 -32.74% Q1 2026 May 14, 2026
Vanguard Global Advisers, LLC History New 184,087 491 0.0% 48 +184,087 New Q1 2026 May 08, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 181,844 485 0.0% 0.0% 49 +71,665 65.04% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 168,102 448 0.0% 0.0% 50 +36,639 27.87% Q1 2026 Apr 30, 2026
ALLIANCEBERNSTEIN L.P. History No change 101,160 416 0.0% 0.0% 51 0 0.0% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 155,382 414 0.0% 0.0% 52 +2,127 1.39% Q1 2026 May 12, 2026
Notable Capital Management, L.L.C. History No change 149,721 399 0.75% 0.84% 53 0 0.0% Q1 2026 May 12, 2026
Chico Wealth RIA History New 148,193 395 0.24% 54 +148,193 New Q1 2026 May 08, 2026
State of Wyoming History Added to 143,123 382 0.05% 0.01% 55 +128,640 888.21% Q1 2026 May 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 138,465 370 0.0% 0.0% 56 +39,256 39.57% Q1 2026 May 15, 2026
Crawford Fund Management, LLC History Reduced 130,000 347 0.07% 0.11% 57 -75,000 -36.59% Q1 2026 May 15, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 129,329 345 0.0% 0.0% 58 +108,415 518.38% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 111,484 298 0.0% 0.0% 59 +16,213 17.02% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 104,100 277 0.0% 0.0% 60 -358,728 -77.51% Q1 2026 May 12, 2026
IEQ CAPITAL, LLC History Reduced 103,146 275 0.0% 0.0% 61 -182 -0.18% Q1 2026 May 14, 2026
BANK OF AMERICA CORP /DE/ History Reduced 83,931 224 0.0% 0.0% 62 -156,366 -65.07% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 80,630 215 0.0% 0.0% 63 -5,428 -6.31% Q1 2026 May 12, 2026
Russell Investments Group, Ltd. History Reduced 77,084 205 0.0% 0.0% 64 -25,985 -25.21% Q1 2026 May 08, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 76,738 204 0.0% 0.0% 65 +33,052 75.66% Q1 2026 May 12, 2026
AMERICAN CENTURY COMPANIES INC History Added to 73,890 197 0.0% 0.0% 66 +13,714 22.79% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History New 73,598 196 0.0% 67 +73,598 New Q1 2026 May 15, 2026
CWM, LLC History Added to 68,025 181 0.0% 0.0% 68 +29,404 76.13% Q1 2026 May 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 61,155 163 0.0% 0.0% 69 -1,527 -2.44% Q1 2026 May 15, 2026
Centiva Capital, LP History New 57,950 154 0.0% 70 +57,950 New Q1 2026 May 14, 2026
SEI INVESTMENTS CO History Added to 53,469 142 0.0% 0.0% 71 +43,148 418.06% Q1 2026 May 13, 2026
Man Group plc History New 52,950 141 0.0% 72 +52,950 New Q1 2026 May 15, 2026
Diametric Capital, LP History New 47,674 127 0.03% 73 +47,674 New Q1 2026 May 15, 2026
Mariner, LLC History Added to 41,661 111 0.0% 0.0% 74 +16,892 68.2% Q1 2026 May 13, 2026
Creative Planning History Reduced 41,204 110 0.0% 0.0% 75 -51,109 -55.36% Q1 2026 May 12, 2026
DEUTSCHE BANK AG\ History Reduced 37,504 100 0.0% 0.0% 76 -18,656 -33.22% Q1 2026 May 06, 2026
GROUP ONE TRADING LLC History Reduced 33,900 90 0.0% 0.0% 77 -169,100 -83.3% Q1 2026 May 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 33,537 89 0.01% 0.02% 78 -16,844 -33.43% Q1 2026 May 15, 2026
Graham Capital Management, L.P. History Reduced 31,626 84 0.0% 0.0% 79 -13,494 -29.91% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 28,571 76 0.0% 0.0% 80 -49,562 -63.43% Q1 2026 May 11, 2026
Vanguard Personalized Indexing Management, LLC History New 28,618 76 0.0% 81 +28,618 New Q1 2026 May 14, 2026
SG Americas Securities, LLC History Reduced 27,594 74 0.0% 0.0% 82 -4,927 -15.15% Q1 2026 Apr 16, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 26,906 73 0.0% 0.0% 83 +2,016 8.1% Q1 2026 Apr 08, 2026
JPMORGAN CHASE & CO History Added to 27,142 69 0.0% 0.0% 84 +463 1.74% Q1 2026 May 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 26,185 69 0.0% 0.0% 85 0 0.0% Q1 2026 May 08, 2026
SIMPLEX TRADING, LLC History Added to 25,151 67 0.0% 0.0% 86 +2,397 10.53% Q1 2026 May 14, 2026
PRUDENTIAL FINANCIAL INC History Added to 24,835 66 0.0% 0.0% 87 +11,780 90.23% Q1 2026 May 13, 2026
MetLife Investment Management, LLC History Reduced 24,947 66 0.0% 0.0% 88 -608 -2.38% Q1 2026 May 14, 2026
FRANKLIN RESOURCES INC History Reduced 21,765 58 0.0% 0.0% 89 -32,883 -60.17% Q1 2026 May 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 20,602 55 0.0% 0.0% 90 -1,538 -6.95% Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History No change 18,776 50 0.0% 0.0% 91 0 0.0% Q1 2026 Apr 29, 2026
Headlands Technologies LLC History New 18,597 49 0.01% 92 +18,597 New Q1 2026 May 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 17,661 47 0.0% 0.0% 93 0 0.0% Q1 2026 Apr 27, 2026
Brevan Howard Capital Management LP History Reduced 17,571 46 0.0% 0.0% 94 -2,509 -12.5% Q1 2026 May 15, 2026
Comprehensive Financial Management LLC History No change 17,500 46 0.0% 0.0% 95 0 0.0% Q1 2026 May 15, 2026
R Squared Ltd History New 16,879 45 0.02% 97 +16,879 New Q1 2026 Apr 29, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 17,041 45 0.0% 0.0% 96 -5,923 -25.79% Q1 2026 May 08, 2026
Cerity Partners LLC History Added to 14,860 39 0.0% 0.0% 98 +2,971 24.99% Q1 2026 May 15, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 14,311 38 0.0% 0.0% 99 +1,360 10.5% Q1 2026 May 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 13,406 35 0.0% 100 +13,406 New Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 13,052 34 0.0% 0.0% 101 -82,163 -86.29% Q1 2026 May 12, 2026
HighTower Advisors, LLC History Reduced 12,823 34 0.0% 0.0% 102 -1,018 -7.35% Q1 2026 May 05, 2026
WINTON GROUP Ltd History No change 13,100 34 0.0% 0.0% 103 0 0.0% Q1 2026 May 12, 2026
BARCLAYS PLC History Reduced 11,342 30 0.0% 0.0% 104 -93,740 -89.21% Q1 2026 May 14, 2026
Atom Investors LP History New 10,964 29 0.0% 105 +10,964 New Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Reduced 10,549 28 0.0% 0.0% 106 -17,964 -63.0% Q1 2026 May 13, 2026
Walleye Trading LLC History Reduced 10,000 26 0.0% 0.0% 107 -19,000 -65.52% Q1 2026 May 08, 2026
Avondale Wealth Management History No change 10,000 26 0.01% 0.02% 108 0 0.0% Q1 2026 Apr 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 8,579 22 0.0% 0.0% 109 0 0.0% Q1 2026 May 06, 2026
Covestor Ltd History Added to 7,298 19 0.01% 110 +7,269 25065.52% Q1 2026 May 05, 2026
Ameritas Investment Partners, Inc. History No change 6,679 17 0.0% 0.0% 111 0 0.0% Q1 2026 May 13, 2026
Tower Research Capital LLC (TRC) History Reduced 5,441 14 0.0% 0.0% 112 -608 -10.05% Q1 2026 May 15, 2026
Federation des caisses Desjardins du Quebec History No change 4,551 12 0.0% 0.0% 113 0 0.0% Q1 2026 May 13, 2026
CITIGROUP INC History Added to 3,504 9 0.0% 0.0% 114 +1,992 131.75% Q1 2026 May 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 3,615 9 0.0% 0.0% 115 -493 -12.0% Q1 2026 May 15, 2026
State of Alaska, Department of Revenue History No change 3,652 9 0.0% 0.0% 116 0 0.0% Q1 2026 Apr 20, 2026
OSAIC HOLDINGS, INC. History Reduced 3,368 8 0.0% 0.0% 117 -549 -14.02% Q1 2026 May 15, 2026
Essential Partners LLC History Reduced 3,147 8 0.0% 0.0% 118 -406 -11.43% Q1 2026 May 21, 2026
SBI Securities Co., Ltd. History Added to 2,905 7 0.0% 0.0% 119 +138 4.99% Q1 2026 Apr 27, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 2,289 6 0.0% 120 +2,256 6836.36% Q1 2026 May 13, 2026
EverSource Wealth Advisors, LLC History Reduced 2,457 6 0.0% 0.0% 121 -625 -20.28% Q1 2026 May 15, 2026
Frazier Financial Advisors, LLC History No change 2,000 5 0.0% 0.0% 122 0 0.0% Q1 2026 May 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 750 2 0.0% 123 +699 1370.59% Q1 2026 May 08, 2026
Allworth Financial LP History Added to 945 2 0.0% 0.0% 125 +514 119.26% Q1 2026 May 14, 2026
Marquette Asset Management, LLC History Added to 806 2 0.0% 0.0% 124 +244 43.42% Q1 2026 Apr 23, 2026
Root Financial Partners, LLC History Reduced 435 1 0.0% 0.0% 129 -4,565 -91.3% Q1 2026 Apr 24, 2026
Bare Financial Services, Inc History New 715 1 0.0% 132 +715 New Q1 2026 May 14, 2026
Sapience Investments, LLC History New 714 1 0.13% 131 +714 New Q1 2026 May 15, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 666 1 0.0% 130 +666 New Q1 2026 May 08, 2026
Clarity Asset Management, Inc. History Added to 500 1 0.0% 0.0% 128 +250 100.0% Q1 2026 May 04, 2026
Sterling Capital Management LLC History No change 427 1 0.0% 0.0% 126 0 0.0% Q1 2026 Apr 22, 2026
Global Retirement Partners, LLC History No change 357 1 0.0% 0.0% 127 0 0.0% Q4 2025 Feb 06, 2026
Clearbridge Investments, LLC History Closed out 0 0 0.0% -975,952 -100.0% Q1 2026 May 13, 2026
CenterBook Partners LP History Closed out 0 0 0.18% -878,009 -100.0% Q1 2026 May 05, 2026
Shay Capital LLC History Closed out 0 0 0.14% -319,332 -100.0% Q1 2026 May 15, 2026
Trexquant Investment LP History Closed out 0 0 0.01% -267,730 -100.0% Q1 2026 May 15, 2026
ALGERT GLOBAL LLC History Closed out 0 0 0.01% -99,271 -100.0% Q1 2026 May 14, 2026
PharVision Advisers, LLC History Closed out 0 0 0.19% -90,174 -100.0% Q1 2026 May 11, 2026
Jump Financial, LLC History Closed out 0 0 0.0% -87,236 -100.0% Q1 2026 May 14, 2026
Versor Investments LP History Closed out 0 0 0.05% -74,400 -100.0% Q1 2026 May 12, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -70,400 -100.0% Q1 2026 May 15, 2026
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.01% -52,064 -100.0% Q1 2026 May 15, 2026
Lighthouse Investment Partners, LLC History Closed out 0 0 0.01% -42,504 -100.0% Q1 2026 May 14, 2026
EntryPoint Capital, LLC History Closed out 0 0 0.07% -42,149 -100.0% Q1 2026 May 14, 2026
Quantbot Technologies LP History Closed out 0 0 0.01% -41,272 -100.0% Q1 2026 May 13, 2026
LPL Financial LLC History Closed out 0 0 0.0% -40,015 -100.0% Q1 2026 May 06, 2026
Cornerstone Investment Partners, LLC History Closed out 0 0 0.01% -38,584 -100.0% Q1 2026 May 08, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.0% -38,026 -100.0% Q1 2026 May 14, 2026
State of Tennessee, Department of Treasury History Closed out 0 0 0.0% -34,074 -100.0% Q1 2026 May 15, 2026
Quadrature Capital Ltd History Closed out 0 0 0.0% -32,624 -100.0% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Closed out 0 0 0.0% -28,444 -100.0% Q1 2026 May 15, 2026
OXFORD ASSET MANAGEMENT LLP History Closed out 0 0 0.04% -24,580 -100.0% Q1 2026 May 15, 2026
B. Riley Wealth Advisors, Inc. History Closed out 0 0 0.0% -23,000 -100.0% Q1 2026 Apr 24, 2026
Brooklyn Investment Group History Closed out 0 0 0.0% -20,656 -100.0% Q1 2026 Apr 29, 2026
Virtu Financial LLC History Closed out 0 0 0.0% -19,942 -100.0% Q1 2026 May 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 0.0% -18,496 -100.0% Q1 2026 May 14, 2026
M&T BANK CORP History Closed out 0 0 0.0% -15,547 -100.0% Q1 2026 May 12, 2026
HRT FINANCIAL LP History Closed out 0 0 0.0% -15,538 -100.0% Q1 2026 May 14, 2026
Inscription Capital, LLC History Closed out 0 0 0.01% -14,173 -100.0% Q1 2026 Apr 20, 2026
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.01% -13,281 -100.0% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -12,341 -100.0% Q1 2026 May 15, 2026
ProShare Advisors LLC History Closed out 0 0 0.0% -12,207 -100.0% Q1 2026 Apr 24, 2026
Pallas Capital Advisors LLC History Closed out 0 0 0.0% -12,193 -100.0% Q1 2026 Apr 21, 2026
Engineers Gate Manager LP History Closed out 0 0 0.0% -12,085 -100.0% Q1 2026 May 15, 2026
Jain Global LLC History Closed out 0 0 0.0% -11,200 -100.0% Q1 2026 May 15, 2026
T3 Companies, LLC History Closed out 0 0 0.05% -10,000 -100.0% Q1 2026 May 07, 2026
Quarry LP History Closed out 0 0 0.0% -6,654 -100.0% Q1 2026 May 15, 2026
Larson Financial Group LLC History Closed out 0 0 0.0% -3,699 -100.0% Q1 2026 May 15, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -2,098 -100.0% Q1 2026 May 08, 2026
Buckland Partners Management Co LLC History Closed out 0 0 0.14% -2,000 -100.0% Q1 2026 May 14, 2026
Farther Finance Advisors, LLC History Reduced 254 0 0.0% -1,028 -80.19% Q1 2026 Apr 07, 2026
PRIVATE TRUST CO NA History Closed out 0 0 0.0% -695 -100.0% Q1 2026 Apr 30, 2026
UMB Bank, n.a. History Closed out 0 0 0.0% -538 -100.0% Q1 2026 May 11, 2026
Caitong International Asset Management Co., Ltd History New 300 0 +300 New Q1 2026 May 11, 2026
FIFTH THIRD BANCORP History New 237 0 +237 New Q1 2026 May 01, 2026
North Star Investment Management Corp. History Added to 209 0 +182 674.07% Q1 2026 Apr 23, 2026
ROTHSCHILD INVESTMENT LLC History Added to 193 0 +169 704.17% Q1 2026 May 07, 2026
Wealth Preservation Advisors, LLC History New 142 0 +142 New Q1 2026 May 15, 2026
True Wealth Design, LLC History Added to 246 0 +130 112.07% Q1 2026 Apr 13, 2026
MAI Capital Management History Added to 226 0 +114 101.79% Q1 2026 May 15, 2026
US BANCORP \DE\ History Closed out 0 0 -106 -100.0% Q1 2026 May 14, 2026
TD PRIVATE CLIENT WEALTH LLC History New 96 0 +96 New Q1 2026 Apr 27, 2026
NISA INVESTMENT ADVISORS, LLC History Closed out 0 0 -81 -100.0% Q1 2026 Apr 30, 2026
IFP Advisors, Inc History Added to 209 0 +71 51.45% Q1 2026 Apr 13, 2026
Advisory Services Network, LLC History New 67 0 +67 New Q1 2026 May 15, 2026
Sunbelt Securities, Inc. History Added to 115 0 +60 109.09% Q1 2026 May 15, 2026
SJS Investment Consulting Inc. History New 54 0 +54 New Q1 2026 Apr 23, 2026
Corient Private Wealth LLC History Reduced 77,809 0 0.0% -36 -0.05% Q1 2026 May 15, 2026
GAMMA Investing LLC History Closed out 0 0 -33 -100.0% Q1 2026 Apr 06, 2026
Arax Advisory Partners History Added to 39 0 +32 457.14% Q1 2026 May 13, 2026
Smartleaf Asset Management LLC History New 10 0 +10 New Q1 2026 May 15, 2026
Clearstead Advisors, LLC History Closed out 0 0 -6 -100.0% Q1 2026 May 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 304 0 0.0% 0 0.0% Q1 2026 May 15, 2026
COMERICA BANK History No change 241 0 0 0.0% Q4 2025 Jan 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 355 0 0.0% 0 0.0% Q1 2026 May 07, 2026
Steward Partners Investment Advisory, LLC History No change 68 0 0 0.0% Q1 2026 May 08, 2026
CoreCap Advisors, LLC History No change 100 0 0 0.0% Q1 2026 Apr 07, 2026
WPG Advisers, LLC History No change 147 0 0 0.0% Q1 2026 Apr 29, 2026