Cronos Group Inc. - CRON
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | History | No change | 8,840,503 | 24,552 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chescapmanager LLC | History | No change | 7,942,737 | 22,080 | 1.88% | 1.88% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,204,572 | 10,575 | 0.0% | 0.0% | 3 | +156,318 | 5.13% | Q3 2026 | Nov 04, 2026 |
| Tidal Investments LLC | History | No change | 3,767,849 | 10,474 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 1,873,116 | 6,184 | 0.01% | 0.01% | 5 | +276,077 | 17.29% | Q3 2026 | Nov 02, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 1,992,855 | 5,527 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,742,149 | 4,843 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,452,175 | 4,037 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 1,383,299 | 3,820 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,278,285 | 3,553 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MMCAP International Inc. SPC | History | No change | 999,490 | 2,778 | 0.24% | 0.24% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 969,033 | 2,693 | 0.12% | 0.12% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 890,051 | 2,474 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 819,399 | 2,277 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 810,163 | 2,252 | 0.16% | 0.16% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pillsbury Lake Capital LLC | History | No change | 810,163 | 2,252 | 0.61% | 0.61% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 561,946 | 1,854 | 0.0% | 0.0% | 17 | -258,682 | -31.52% | Q3 2026 | Nov 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 655,972 | 1,823 | 0.11% | 0.11% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | No change | 641,680 | 1,783 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 577,274 | 1,604 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 543,236 | 1,510 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 508,976 | 1,414 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 490,530 | 1,364 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AdvisorShares Investments LLC | History | No change | 482,394 | 1,341 | 0.16% | 0.16% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CDC Financial, Inc. | History | No change | 433,133 | 1,204 | 0.5% | 0.5% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | No change | 390,000 | 1,077 | 0.56% | 0.56% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 382,200 | 1,053 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Added to | 311,527 | 1,031 | 0.0% | 0.0% | 28 | +62,450 | 25.07% | Q3 2026 | Nov 04, 2026 |
| IMC-Chicago, LLC | History | No change | 338,100 | 939 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 330,147 | 917 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | No change | 311,947 | 867 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 310,997 | 864 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 304,527 | 846 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 300,000 | 834 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Formidable Asset Management, LLC | History | Added to | 205,125 | 570 | 0.08% | 0.08% | 35 | +1,700 | 0.84% | Q3 2026 | Nov 03, 2026 |
| Baader Bank Aktiengesellschaft | History | No change | 200,000 | 552 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIG North Trading, ULC | History | No change | 178,668 | 496 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 175,368 | 484 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kerrisdale Advisers, LLC | History | No change | 171,886 | 477 | 0.12% | 0.12% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | New | 141,699 | 467 | 0.04% | — | 40 | +141,699 | New | Q3 2026 | Oct 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 157,631 | 438 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 137,738 | 380 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 135,956 | 375 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 129,956 | 361 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Headlands Technologies LLC | History | No change | 127,364 | 354 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Leonteq Securities AG | History | Reduced | 73,166 | 343 | 0.01% | 0.01% | 46 | -6,203 | -7.82% | Q3 2026 | Oct 29, 2026 |
| HURRICANE CAPITAL ADVISORS LLC | History | No change | 120,000 | 333 | 0.08% | 0.08% | 47 | 0 | 0.0% | Q2 2026 | Nov 03, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 100,470 | 279 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 96,262 | 266 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 93,986 | 261 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WINTON GROUP Ltd | History | No change | 92,622 | 257 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 87,123 | 240 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEAK6 LLC | History | No change | 81,600 | 226 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 80,417 | 223 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 75,949 | 209 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 83,031 | 208 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 73,791 | 205 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aquatic Capital Management LLC | History | No change | 73,063 | 203 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 61,207 | 169 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 50,000 | 165 | 0.06% | 0.1% | 61 | -50,000 | -50.0% | Q3 2026 | Oct 15, 2026 |
| Madrona Financial Services, LLC | History | No change | 50,000 | 165 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 56,145 | 155 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| DRW Securities, LLC | History | No change | 53,600 | 149 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 48,089 | 134 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shay Capital LLC | History | No change | 47,198 | 131 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANNELL CAPITAL LLC | History | No change | 43,726 | 121 | 0.08% | 0.08% | 66 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Squarepoint Ops LLC | History | No change | 42,661 | 118 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 34,107 | 112 | 0.0% | 0.0% | 68 | -5,609 | -14.12% | Q3 2026 | Nov 02, 2026 |
| Marathon Trading Investment Management LLC | History | No change | 38,200 | 106 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cedar Wealth Management, LLC | History | No change | 37,935 | 105 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 30,629 | 101 | 0.0% | 0.0% | 71 | +1,364 | 4.66% | Q3 2026 | Nov 02, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 29,601 | 99 | 0.0% | 0.0% | 72 | +6,200 | 26.49% | Q3 2026 | Oct 26, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 29,825 | 98 | 0.02% | 0.01% | 73 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Kazazian Asset Management, LLC | History | Reduced | 29,214 | 96 | 0.08% | 0.1% | 74 | -10,000 | -25.5% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 33,766 | 93 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Asset Management Inc | History | No change | 31,553 | 87 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| J. Safra Sarasin Holding AG | History | Reduced | 26,113 | 86 | 0.0% | 0.0% | 77 | -3,799 | -12.7% | Q3 2026 | Oct 26, 2026 |
| Cerity Partners LLC | History | No change | 30,573 | 84 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 30,005 | 83 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Private Advisor Group, LLC | History | No change | 29,697 | 82 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Spark Investment Management LLC | History | No change | 28,000 | 77 | 0.15% | 0.15% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 22,574 | 74 | 0.0% | 0.0% | 82 | -4,500 | -16.62% | Q3 2026 | Nov 03, 2026 |
| Apollon Wealth Management, LLC | History | No change | 21,728 | 71 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Empirical Asset Management, LLC | History | No change | 25,000 | 69 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 20,681 | 68 | 0.0% | 0.0% | 87 | -4,637 | -18.32% | Q3 2026 | Nov 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 24,351 | 68 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 24,728 | 68 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oasis Management Co Ltd. | History | No change | 22,806 | 63 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | No change | 22,491 | 62 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 17,908 | 57 | 0.0% | 0.0% | 90 | +1,608 | 9.87% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 19,326 | 53 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 18,550 | 51 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merited Wealth, LLC | History | New | 15,327 | 50 | 0.03% | — | 93 | +15,327 | New | Q3 2026 | Oct 13, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 15,031 | 49 | 0.0% | 0.0% | 96 | +854 | 6.02% | Q3 2026 | Nov 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 17,651 | 49 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sageworth Trust Co | History | No change | 15,000 | 49 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| SFMG, LLC | History | No change | 17,622 | 48 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vontobel Holding Ltd. | History | No change | 13,000 | 42 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 12,558 | 41 | 0.0% | 0.0% | 100 | -531 | -4.06% | Q3 2026 | Oct 21, 2026 |
| Caprock Group, LLC | History | No change | 15,000 | 41 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 14,294 | 39 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 12,252 | 39 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 11,125 | 36 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 13,139 | 36 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 10,623 | 35 | 0.0% | 0.0% | 105 | -9,000 | -45.86% | Q3 2026 | Oct 16, 2026 |
| SG Americas Securities, LLC | History | No change | 12,021 | 33 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 12,113 | 33 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 11,108 | 31 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,661 | 29 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 10,570 | 29 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 10,450 | 29 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 10,700 | 29 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PFS Partners, LLC | History | No change | 8,950 | 29 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Pure Financial Advisors, LLC | History | No change | 10,117 | 28 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 10,267 | 28 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 8,304 | 23 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 6,000 | 16 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 3,060 | 9 | 0.0% | 0.0% | 120 | +2,000 | 188.68% | Q3 2026 | Oct 16, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,433 | 9 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,564 | 9 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,436 | 9 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,600 | 8 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,185 | 8 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighMark Wealth Management LLC | History | No change | 3,000 | 8 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,568 | 7 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,500 | 6 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Grove Bank & Trust | History | No change | 2,000 | 6 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,200 | 6 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascentis Independent Advisors | History | New | 1,751 | 5 | 0.0% | — | 134 | +1,751 | New | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,800 | 5 | 0.0% | 0.0% | 131 | -500 | -21.74% | Q3 2026 | Oct 16, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,613 | 5 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Arax Advisory Partners | History | No change | 1,804 | 5 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Addison Advisors LLC | History | No change | 1,800 | 5 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,920 | 5 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,357 | 4 | 0.0% | 0.0% | 138 | -347 | -20.36% | Q3 2026 | Oct 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,500 | 4 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,485 | 4 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Piscataqua Savings Bank | History | No change | 1,330 | 4 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Heritage Wealth Advisors | History | No change | 1,380 | 3 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,000 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 742 | 2 | 0.0% | — | 144 | +691 | 1354.9% | Q3 2026 | Nov 03, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 800 | 2 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 750 | 2 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Cheviot Value Management, LLC | History | No change | 900 | 2 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 640 | 2 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 1,000 | 2 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 1,000 | 2 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,000 | 2 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 870 | 2 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| US BANCORP \DE\ | History | No change | 600 | 1 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 575 | 1 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 381 | 1 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 517 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tidemark, LLC | History | No change | 400 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 522 | 1 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 396 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 330 | 1 | 0.0% | — | 157 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Allied Private Wealth LLC | History | No change | 525 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 221 | 0 | — | 0.0% | — | -978 | -81.57% | Q3 2026 | Oct 29, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2026 | Oct 27, 2026 |
| GK Wealth Management LLC | History | New | 250 | 0 | — | — | — | +250 | New | Q3 2026 | Oct 09, 2026 |
| William Mack & Associates, Inc. | History | New | 237 | 0 | — | — | — | +237 | New | Q3 2026 | Oct 27, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 200 | 0 | — | — | — | +200 | New | Q3 2026 | Oct 30, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q3 2026 | Oct 13, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q3 2026 | Oct 20, 2026 |
| GHP Investment Advisors, Inc. | History | New | 50 | 0 | — | — | — | +50 | New | Q3 2026 | Oct 15, 2026 |
| Axiom Investment Management LLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q3 2026 | Nov 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Clearstead Advisors, LLC | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| RHUMBLINE ADVISERS | History | No change | 355 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ancora Advisors LLC | History | No change | 300 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hurley Capital, LLC | History | No change | 125 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Anchor Investment Management, LLC | History | No change | 79 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 119 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tower View Wealth Management LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Triumph Capital Management | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Larson Financial Group LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 345 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 255 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Archer Investment Corp | History | No change | 108 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Continuum Advisory, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NFSG Corp | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| City State Bank | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Financial Perspectives, Inc | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Caitlin John, LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BlackRock, Inc. | History | No change | 170 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Ankerstar Wealth, LLC | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dogwood Wealth Management LLC | History | No change | 260 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Napier Financial, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key Capital Management, INC | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 130 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |