Canadian Solar Inc. - CSIQ

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
MACKENZIE FINANCIAL CORP History Added to 4,616,690 63,941 0.08% 0.08% 1 +1,732,275 60.06% Q1 2026 May 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 3,997,689 55,367 0.01% 0.01% 2 -86,447 -2.12% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Added to 3,568,733 49,426 0.03% 0.04% 3 +205,592 6.11% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 2,424,437 33,578 0.01% 0.01% 4 +328,528 15.67% Q1 2026 May 12, 2026
TWO SIGMA INVESTMENTS, LP History Added to 2,275,003 31,508 0.03% 0.04% 5 +1,141,727 100.75% Q1 2026 May 15, 2026
Walleye Trading LLC History Reduced 2,120,700 29,371 0.05% 0.07% 6 -12,100 -0.57% Q1 2026 May 08, 2026
GROUP ONE TRADING LLC History Reduced 1,915,700 26,532 0.05% 0.09% 7 -307,500 -13.83% Q1 2026 May 13, 2026
Polunin Capital Partners Ltd History Reduced 2,001,869 25,624 6.65% 6.73% 8 -7,900 -0.39% Q1 2026 Apr 15, 2026
BlackRock, Inc. History Added to 1,627,298 22,538 0.0% 0.0% 9 +570,867 54.04% Q1 2026 May 13, 2026
MORGAN STANLEY History Reduced 1,605,161 22,231 0.0% 0.0% 10 -83,783 -4.96% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 1,402,000 19,417 0.0% 0.01% 11 -186,142 -11.72% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 1,370,663 18,983 0.0% 0.01% 12 -153,174 -10.05% Q1 2026 May 08, 2026
Point72 Asset Management, L.P. History Added to 1,228,231 17,010 0.02% 0.02% 13 +595,418 94.09% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 1,093,500 15,144 0.0% 0.01% 14 -331,800 -23.28% Q1 2026 May 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,071,486 14,840 0.0% 0.0% 15 +798,610 292.66% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 981,426 13,592 0.0% 0.0% 16 +389,980 65.94% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 1,039,122 13,487 0.0% 0.0% 17 +878,783 548.08% Q1 2026 May 13, 2026
SHAH CAPITAL MANAGEMENT History Reduced 964,557 13,359 2.56% 4.45% 18 -5,443 -0.56% Q1 2026 Apr 24, 2026
CITIGROUP INC History Added to 910,272 12,607 0.01% 0.01% 19 +131,564 16.9% Q1 2026 May 11, 2026
TUDOR INVESTMENT CORP ET AL History Added to 799,449 11,072 0.02% 0.03% 20 +41,974 5.54% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 746,641 10,340 0.01% 0.01% 21 +921 0.12% Q1 2026 May 12, 2026
TWO SIGMA ADVISERS, LP History No change 422,800 10,049 0.02% 0.02% 22 0 0.0% Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History Reduced 699,700 9,690 0.0% 0.01% 23 -200,400 -22.26% Q1 2026 May 05, 2026
STATE STREET CORP History Added to 602,662 8,346 0.0% 0.0% 24 +747 0.12% Q1 2026 May 15, 2026
UBS Group AG History Added to 580,113 8,034 0.0% 0.0% 25 +180,150 45.04% Q1 2026 May 05, 2026
PEAK6 LLC History Reduced 539,414 7,470 0.02% 0.05% 26 -673,886 -55.54% Q1 2026 May 13, 2026
RENAISSANCE TECHNOLOGIES LLC History New 499,702 6,920 0.01% 27 +499,702 New Q1 2026 May 14, 2026
SIMPLEX TRADING, LLC History Reduced 433,843 6,008 0.0% 0.01% 28 -99,157 -18.6% Q1 2026 May 14, 2026
BARCLAYS PLC History Added to 405,966 5,622 0.0% 0.0% 29 +396,495 4186.41% Q1 2026 May 14, 2026
ROBOTTI ROBERT History Added to 398,070 5,513 0.86% 1.46% 30 +55,500 16.2% Q1 2026 May 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 364,963 5,054 0.07% 0.06% 31 +193,913 113.37% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 348,551 4,542 0.01% 0.01% 32 -7,187 -2.02% Q1 2026 May 15, 2026
Guinness Asset Management LTD History Added to 319,334 4,422 0.08% 0.12% 33 +2,875 0.91% Q1 2026 Apr 21, 2026
Cerity Partners LLC History Added to 303,345 4,201 0.01% 0.01% 34 +37,834 14.25% Q1 2026 May 15, 2026
Centiva Capital, LP History Added to 267,627 3,706 0.03% 0.02% 35 +156,713 141.29% Q1 2026 May 14, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 259,441 3,593 0.0% 0.0% 36 -80,677 -23.72% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 207,853 2,878 0.0% 0.0% 37 -9,547 -4.39% Q1 2026 May 15, 2026
Waterfront Wealth Inc. History Added to 190,381 2,636 0.48% 0.35% 38 +107,545 129.83% Q1 2026 Apr 30, 2026
Optimize Financial Inc History New 175,148 2,425 1.19% 39 +175,148 New Q1 2026 May 12, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History Added to 168,000 2,326 0.5% 0.72% 40 +42,000 33.33% Q1 2026 May 11, 2026
Voleon Capital Management LP History New 139,565 1,932 0.04% 41 +139,565 New Q1 2026 May 15, 2026
HRT FINANCIAL LP History New 127,000 1,758 0.0% 42 +127,000 New Q1 2026 May 14, 2026
Quadrature Capital Ltd History Added to 126,468 1,751 0.02% 0.01% 43 +90,148 248.2% Q1 2026 May 15, 2026
Caption Management, LLC History Reduced 125,000 1,731 0.01% 0.03% 44 -29,900 -19.3% Q1 2026 May 15, 2026
KBC Group NV History No change 123,626 1,712 0.0% 0.01% 45 0 0.0% Q1 2026 May 07, 2026
HSBC HOLDINGS PLC History Added to 120,450 1,668 0.0% 0.0% 46 +108,759 930.28% Q1 2026 Apr 30, 2026
LMR Partners LLP History New 120,000 1,662 0.0% 47 +120,000 New Q1 2026 May 15, 2026
NOMURA HOLDINGS INC History Reduced 116,948 1,619 0.0% 0.02% 48 -523,836 -81.75% Q1 2026 May 15, 2026
Jump Financial, LLC History Reduced 107,000 1,481 0.02% 0.04% 49 -38,645 -26.53% Q1 2026 May 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 102,753 1,423 0.0% 0.0% 50 +21,066 25.79% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History New 97,300 1,347 0.0% 51 +97,300 New Q1 2026 May 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 96,184 1,332 0.0% 0.0% 52 +76,203 381.38% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History New 93,518 1,295 0.04% 53 +93,518 New Q1 2026 May 15, 2026
STOREBRAND ASSET MANAGEMENT AS History Added to 92,628 1,282 0.0% 0.0% 54 +22,770 32.59% Q1 2026 May 05, 2026
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) History No change 47,962 1,140 0.13% 0.13% 55 0 0.0% Q4 2025 Feb 13, 2026
Engineers Gate Manager LP History Added to 80,944 1,121 0.01% 0.0% 56 +70,771 695.67% Q1 2026 May 15, 2026
GUGGENHEIM CAPITAL LLC History Added to 78,588 1,088 0.01% 0.01% 57 +31,101 65.49% Q1 2026 May 15, 2026
CAXTON ASSOCIATES LLP History Added to 73,654 1,020 0.02% 0.03% 58 +18,442 33.4% Q1 2026 May 14, 2026
Verition Fund Management LLC History Added to 69,735 965 0.01% 0.01% 59 +6,195 9.75% Q1 2026 May 15, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 64,807 897 0.01% 0.02% 60 -2,300 -3.43% Q1 2026 May 15, 2026
CoreCommodity Management, LLC History Added to 64,657 895 0.17% 0.14% 61 +36,656 130.91% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Reduced 61,210 848 0.0% 0.0% 62 -36,249 -37.19% Q1 2026 Apr 16, 2026
Persistent Asset Partners Ltd History New 50,000 692 0.26% 63 +50,000 New Q1 2026 May 12, 2026
SCOTIA CAPITAL INC. History New 44,101 610 0.0% 64 +44,101 New Q1 2026 May 13, 2026
Walleye Capital LLC History Reduced 40,700 563 0.0% 0.01% 65 -150,718 -78.74% Q1 2026 May 13, 2026
Green Alpha Advisors, LLC History Reduced 37,998 526 0.52% 0.84% 66 -783 -2.02% Q1 2026 Apr 07, 2026
NORTHERN TRUST CORP History Reduced 37,679 521 0.0% 0.0% 67 -174 -0.46% Q1 2026 May 14, 2026
CANADA LIFE ASSURANCE Co History Added to 32,877 453 0.0% 0.0% 68 +8,784 36.46% Q1 2026 May 14, 2026
BANK OF NOVA SCOTIA History Added to 28,496 394 0.0% 0.0% 69 +4,024 16.44% Q1 2026 May 14, 2026
Prospera Financial Services Inc History Reduced 26,535 367 0.01% 0.01% 70 -943 -3.43% Q1 2026 Apr 14, 2026
Quantbot Technologies LP History Added to 24,848 344 0.01% 0.02% 71 +2,577 11.57% Q1 2026 May 13, 2026
Pathstone Holdings, LLC History Reduced 23,963 331 0.0% 0.0% 72 -209 -0.86% Q1 2026 May 11, 2026
Templeton & Phillips Capital Management, LLC History Added to 23,028 318 0.26% 0.34% 73 +1,778 8.37% Q1 2026 May 06, 2026
AMERICAN CENTURY COMPANIES INC History Added to 22,381 309 0.0% 0.0% 74 +1,090 5.12% Q1 2026 May 15, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 21,900 303 0.01% 0.03% 76 -2,750 -11.16% Q1 2026 May 04, 2026
Guinness Atkinson Asset Management Inc History No change 21,899 303 0.15% 0.25% 75 0 0.0% Q1 2026 Apr 21, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 21,858 302 0.0% 0.0% 77 -641 -2.85% Q1 2026 May 12, 2026
Federation des caisses Desjardins du Quebec History Reduced 19,562 270 0.0% 0.0% 78 -136 -0.69% Q1 2026 May 13, 2026
Harvest Portfolios Group Inc. History New 19,039 263 0.0% 79 +19,039 New Q1 2026 May 14, 2026
Scientech Research LLC History New 18,601 257 0.21% 80 +18,601 New Q1 2026 May 15, 2026
TD Waterhouse Canada Inc. History New 18,500 251 0.0% 81 +18,500 New Q1 2026 May 12, 2026
Squarepoint Ops LLC History Reduced 17,800 246 0.0% 0.0% 82 -58,060 -76.54% Q1 2026 May 15, 2026
WINTON GROUP Ltd History New 17,500 242 0.01% 83 +17,500 New Q1 2026 May 12, 2026
nVerses Capital, LLC History New 16,652 230 0.21% 84 +16,652 New Q1 2026 May 13, 2026
Cetera Investment Advisers History Reduced 16,300 225 0.0% 0.0% 85 -99 -0.6% Q1 2026 May 13, 2026
BANK OF MONTREAL /CAN/ History Reduced 15,930 220 0.0% 0.0% 86 -5,477 -25.59% Q1 2026 May 13, 2026
Clear Harbor Asset Management, LLC History Added to 15,330 212 0.01% 0.02% 87 +255 1.69% Q1 2026 May 05, 2026
Entropy Technologies, LP History New 15,192 210 0.01% 88 +15,192 New Q1 2026 May 14, 2026
Marex Group plc History New 14,178 196 0.0% 89 +14,178 New Q1 2026 May 13, 2026
Capula Management Ltd History New 12,960 179 0.0% 90 +12,960 New Q1 2026 May 14, 2026
LPL Financial LLC History Reduced 12,659 175 0.0% 0.0% 91 -2,866 -18.46% Q1 2026 May 06, 2026
Skaana Management L.P. History New 12,000 166 0.06% 92 +12,000 New Q1 2026 May 11, 2026
Caitong International Asset Management Co., Ltd History Reduced 10,282 142 0.03% 0.2% 93 -23,476 -69.54% Q1 2026 May 11, 2026
Byrne Asset Management LLC History Reduced 8,797 121 0.07% 0.59% 94 -35,915 -80.33% Q1 2026 Apr 02, 2026
DekaBank Deutsche Girozentrale History No change 7,920 112 0.0% 0.0% 95 0 0.0% Q1 2026 May 07, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 6,772 93 0.0% 0.0% 96 -108 -1.57% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 6,652 92 0.0% 0.0% 97 -1,138 -14.61% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History New 6,880 89 0.0% 98 +6,880 New Q1 2026 May 08, 2026
WELLS FARGO & COMPANY/MN History No change 4,609 63 0.0% 0.0% 99 0 0.0% Q1 2026 May 11, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 4,300 59 0.0% 0.0% 100 -572 -11.74% Q1 2026 May 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 3,400 47 0.0% 0.0% 101 0 0.0% Q1 2026 May 11, 2026
Optiver Holding B.V. History New 3,180 44 0.0% 102 +3,180 New Q1 2026 May 15, 2026
Quarry LP History Added to 3,018 41 0.01% 0.01% 103 +757 33.48% Q1 2026 May 15, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 2,247 30 0.0% 0.0% 104 -776 -25.67% Q1 2026 May 14, 2026
China Universal Asset Management Co., Ltd. History No change 2,000 27 0.0% 0.0% 105 0 0.0% Q1 2026 Apr 27, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 1,640 22 0.0% 0.0% 106 -833 -33.68% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,560 21 0.0% 0.0% 107 0 0.0% Q1 2026 May 07, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 1,110 15 0.0% 0.0% 108 0 0.0% Q1 2026 May 06, 2026
CoreCap Advisors, LLC History New 975 13 0.0% 109 +975 New Q1 2026 Apr 07, 2026
Western Wealth Management, LLC History New 765 10 0.0% 110 +765 New Q1 2026 May 19, 2026
Allworth Financial LP History No change 651 9 0.0% 0.0% 111 0 0.0% Q1 2026 May 14, 2026
SBI Securities Co., Ltd. History Reduced 614 8 0.0% 0.0% 112 -185 -23.15% Q1 2026 Apr 27, 2026
ADIRONDACK TRUST CO History No change 500 6 0.0% 0.0% 113 0 0.0% Q1 2026 Apr 03, 2026
Crews Bank & Trust History No change 500 6 0.0% 0.0% 114 0 0.0% Q1 2026 May 13, 2026
Lodestone Wealth Management LLC History No change 430 5 0.0% 0.0% 115 0 0.0% Q1 2026 May 01, 2026
CITY HOLDING CO History No change 300 4 0.0% 0.0% 116 0 0.0% Q1 2026 Apr 15, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 252 3 0.0% 0.0% 117 -552 -68.66% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Added to 252 3 0.0% 0.0% 118 +7 2.86% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 165 2 0.0% 0.0% 119 -593 -78.23% Q1 2026 May 12, 2026
IAG Wealth Partners, LLC History No change 167 2 0.0% 0.0% 120 0 0.0% Q1 2026 Apr 29, 2026
Reflection Asset Management History No change 100 2 0.0% 0.0% 121 0 0.0% Q4 2025 Mar 02, 2026
Farther Finance Advisors, LLC History Reduced 105 1 0.0% 0.0% 127 -805 -88.46% Q1 2026 Apr 07, 2026
ALLIANZ SE History New 110 1 0.0% 129 +110 New Q1 2026 May 11, 2026
Ascentis Independent Advisors History New 100 1 0.0% 131 +100 New Q1 2026 Apr 28, 2026
Tower Research Capital LLC (TRC) History New 90 1 0.0% 130 +90 New Q1 2026 May 15, 2026
MAI Capital Management History Added to 100 1 0.0% 0.0% 123 +35 53.85% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History No change 100 1 0.0% 0.0% 122 0 0.0% Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History No change 102 1 0.0% 0.0% 124 0 0.0% Q1 2026 May 15, 2026
DHJJ Financial Advisors, Ltd. History No change 100 1 0.0% 0.0% 125 0 0.0% Q1 2026 Apr 09, 2026
Nemes Rush Group LLC History No change 100 1 0.0% 0.0% 126 0 0.0% Q1 2026 Apr 21, 2026
WealthCollab, LLC History No change 130 1 0.0% 0.0% 128 0 0.0% Q1 2026 May 13, 2026
DEUTSCHE BANK AG\ History Closed out 0 0 0.0% -378,758 -100.0% Q1 2026 May 06, 2026
AI-Squared Management Ltd History Closed out 0 0 8.22% -297,800 -100.0% Q1 2026 May 12, 2026
GF FUND MANAGEMENT CO. LTD. History Closed out 0 0 0.11% -263,364 -100.0% Q1 2026 Apr 15, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.02% -252,964 -100.0% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -112,094 -100.0% Q1 2026 May 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Closed out 0 0 0.07% -84,279 -100.0% Q1 2026 May 15, 2026
K2 PRINCIPAL FUND, L.P. History Closed out 0 0 0.14% -75,000 -100.0% Q1 2026 May 14, 2026
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -69,501 -100.0% Q1 2026 May 13, 2026
Aberdeen Group plc History Closed out 0 0 0.0% -61,597 -100.0% Q1 2026 Apr 29, 2026
Pinpoint Asset Management (Singapore) Pte. Ltd. History Reduced 13 0 0.27% -53,992 -99.98% Q1 2026 May 13, 2026
CSS LLC/IL History Closed out 0 0 0.06% -53,037 -100.0% Q1 2026 May 15, 2026
Sculptor Capital LP History Closed out 0 0 0.01% -43,800 -100.0% Q1 2026 May 15, 2026
Jain Global LLC History Closed out 0 0 0.0% -37,234 -100.0% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Closed out 0 0 0.0% -27,309 -100.0% Q1 2026 May 13, 2026
Parallax Volatility Advisers, L.P. History Closed out 0 0 0.0% -23,691 -100.0% Q1 2026 May 15, 2026
Daiwa Securities Group Inc. History Closed out 0 0 0.0% -22,400 -100.0% Q1 2026 May 13, 2026
POLEN CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -22,223 -100.0% Q1 2026 May 14, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.06% -20,000 -100.0% Q1 2026 Apr 30, 2026
Virtu Financial LLC History Closed out 0 0 0.02% -17,245 -100.0% Q1 2026 May 14, 2026
Brooklyn Investment Group History Closed out 0 0 0.02% -16,443 -100.0% Q1 2026 Apr 29, 2026
State of New Jersey Common Pension Fund D History Closed out 0 0 0.0% -16,375 -100.0% Q1 2026 May 05, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.03% -16,252 -100.0% Q1 2026 May 15, 2026
SummitTX Capital, L.P. History Closed out 0 0 0.01% -13,973 -100.0% Q1 2026 May 15, 2026
XTX Topco Ltd History Closed out 0 0 0.01% -12,819 -100.0% Q1 2026 May 15, 2026
BANQUE PICTET & CIE SA History Closed out 0 0 0.0% -9,844 -100.0% Q1 2026 Apr 14, 2026
Allianz Asset Management GmbH History Closed out 0 0 0.0% -9,272 -100.0% Q1 2026 May 11, 2026
Bank Julius Baer & Co. Ltd, Zurich History Closed out 0 0 0.0% -5,650 -100.0% Q1 2026 May 05, 2026
Taikang Asset Management (Hong Kong) Co Ltd History Closed out 0 0 0.01% -2,900 -100.0% Q1 2026 May 14, 2026
USCF Advisers LLC History Closed out 0 0 11.22% -2,500 -100.0% Q1 2026 May 06, 2026
Larson Financial Group LLC History Closed out 0 0 0.0% -204 -100.0% Q1 2026 May 15, 2026
UMB Bank, n.a. History Closed out 0 0 0.0% -100 -100.0% Q1 2026 May 11, 2026
CWM, LLC History Closed out 0 0 0.0% -52 -100.0% Q1 2026 May 14, 2026
Parallel Advisors, LLC History New 45 0 +45 New Q1 2026 May 07, 2026
Stone House Investment Management, LLC History New 30 0 +30 New Q1 2026 Apr 22, 2026
Bell Investment Advisors, Inc History New 29 0 +29 New Q1 2026 Apr 17, 2026
Darwin Wealth Management, LLC History Closed out 0 0 -28 -100.0% Q1 2026 May 01, 2026
HARBOUR INVESTMENTS, INC. History New 19 0 +19 New Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Closed out 0 0 -7 -100.0% Q1 2026 May 08, 2026
Wilmington Savings Fund Society, FSB History No change 50 0 0.0% 0 0.0% Q1 2026 Apr 30, 2026
Winch Advisory Services, LLC History No change 30 0 0 0.0% Q1 2026 Apr 30, 2026
Golden State Wealth Management, LLC History No change 2 0 0 0.0% Q1 2026 Apr 28, 2026
Center for Financial Planning, Inc. History No change 5 0 0 0.0% Q1 2026 May 04, 2026
Smartleaf Asset Management LLC History No change 48 0 0.0% 0 0.0% Q1 2026 May 15, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 50 0 0.0% 0 0.0% Q1 2026 May 12, 2026
Signature Equity Partners, LLC History No change 31 0 0 0.0% Q1 2026 May 13, 2026