Evolus, Inc. - EOLS

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
Nantahala Capital Management, LLC History Added to 6,376,857 26,208 0.96% 1.28% 1 +556,208 9.56% Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 3,341,804 22,222 0.0% 0.0% 2 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 4,290,383 17,633 0.0% 0.0% 3 +195,083 4.76% Q1 2026 May 13, 2026
BRAIDWELL LP History No change 3,105,209 12,762 0.43% 0.66% 4 0 0.0% Q1 2026 May 15, 2026
Frazier Life Sciences Management, L.P. History No change 2,630,665 10,812 0.28% 0.47% 5 0 0.0% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,470,408 10,153 0.0% 6 +2,470,408 New Q1 2026 May 15, 2026
Soleus Capital Management, L.P. History Added to 2,245,360 9,228 0.37% 0.26% 7 +1,175,360 109.85% Q1 2026 May 14, 2026
Stonepine Capital Management, LLC History Added to 2,179,091 8,956 3.59% 7.92% 8 +547,503 33.56% Q1 2026 May 14, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 1,461,159 6,005 0.0% 0.01% 9 -631,878 -30.19% Q1 2026 May 15, 2026
ARMISTICE CAPITAL, LLC History Added to 1,396,000 5,737 0.1% 0.08% 10 +420,000 43.03% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,381,338 5,678 0.0% 0.0% 11 -4,910 -0.35% Q1 2026 May 15, 2026
STATE STREET CORP History Reduced 1,320,790 5,428 0.0% 0.0% 12 -254,061 -16.13% Q1 2026 May 15, 2026
PERCEPTIVE ADVISORS LLC History New 1,286,862 5,289 0.1% 13 +1,286,862 New Q1 2026 May 29, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Added to 1,254,819 5,157 0.29% 0.42% 14 +101,375 8.79% Q1 2026 May 15, 2026
PINNACLE ASSOCIATES LTD History Added to 1,158,895 4,763 0.06% 0.07% 15 +376,530 48.13% Q1 2026 Apr 21, 2026
GOLDMAN SACHS GROUP INC History Added to 1,086,398 4,465 0.0% 0.0% 16 +735,656 209.74% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 787,329 3,235 0.0% 0.0% 17 -643,102 -44.96% Q1 2026 May 15, 2026
UBS Group AG History Reduced 752,881 3,094 0.0% 0.0% 18 -128,488 -14.58% Q1 2026 May 05, 2026
Soviero Asset Management, LP History Added to 680,373 2,796 1.4% 2.09% 19 +25,373 3.87% Q1 2026 May 15, 2026
AWH Capital, L.P. History No change 625,000 2,568 2.33% 3.83% 20 0 0.0% Q1 2026 May 15, 2026
Assenagon Asset Management S.A. History Added to 598,145 2,458 0.0% 0.0% 21 +327,926 121.36% Q1 2026 Apr 20, 2026
D. E. Shaw & Co., Inc. History Reduced 559,050 2,297 0.0% 0.01% 22 -982,046 -63.72% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 515,516 2,118 0.0% 0.0% 23 -1,613 -0.31% Q1 2026 May 15, 2026
TANG CAPITAL MANAGEMENT LLC History Reduced 483,021 1,985 0.1% 0.41% 24 -762,671 -61.22% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 477,077 1,960 0.0% 25 +477,077 New Q1 2026 May 08, 2026
Caption Management, LLC History New 474,316 1,949 0.01% 26 +474,316 New Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 472,343 1,941 0.0% 0.0% 27 +27,177 6.1% Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Added to 458,396 1,884 0.0% 0.0% 28 +195,267 74.21% Q1 2026 May 12, 2026
DEUTSCHE BANK AG\ History Added to 441,655 1,815 0.0% 0.0% 29 +4,908 1.12% Q1 2026 May 06, 2026
VANGUARD FIDUCIARY TRUST CO History New 424,658 1,745 0.0% 30 +424,658 New Q1 2026 May 08, 2026
CM Management, LLC History Added to 400,000 1,644 1.37% 1.4% 31 +150,000 60.0% Q1 2026 May 08, 2026
Trexquant Investment LP History Added to 375,210 1,542 0.01% 0.0% 32 +356,372 1891.77% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 339,025 1,393 0.0% 0.01% 33 -460,875 -57.62% Q1 2026 May 14, 2026
MORGAN STANLEY History Reduced 240,133 986 0.0% 0.0% 34 -490,532 -67.14% Q1 2026 May 15, 2026
AMERICAN ASSETS INC History Reduced 110,000 883 0.3% 0.26% 35 -15,000 -12.0% Q1 2026 May 11, 2026
National Philanthropic Trust History No change 200,000 822 0.01% 0.01% 36 0 0.0% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 191,409 786 0.0% 0.0% 37 +111,258 138.81% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Reduced 158,392 650 0.0% 0.0% 38 -15,954 -9.15% Q1 2026 May 15, 2026
Krensavage Asset Management, LLC History Added to 157,985 649 0.25% 0.23% 39 +57,985 57.99% Q1 2026 May 14, 2026
BANK OF AMERICA CORP /DE/ History Reduced 155,248 638 0.0% 0.0% 40 -202,798 -56.64% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 143,164 588 0.0% 0.0% 41 +5,367 3.89% Q1 2026 May 05, 2026
NATIXIS History Added to 141,437 581 0.0% 0.0% 42 +140,000 9742.52% Q1 2026 May 14, 2026
Potomac Capital Management, Inc. History Added to 141,500 581 0.51% 0.75% 43 +328 0.23% Q1 2026 May 14, 2026
DIADEMA PARTNERS LP History Added to 125,200 514 0.09% 0.14% 44 +6,400 5.39% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 124,761 512 0.0% 0.0% 45 +35,773 40.2% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 111,602 458 0.0% 0.0% 46 +23,233 26.29% Q1 2026 Apr 30, 2026
Campbell & CO Investment Adviser LLC History Reduced 101,867 418 0.02% 0.11% 47 -238,321 -70.06% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History No change 62,340 414 0.0% 0.0% 48 0 0.0% Q1 2026 May 15, 2026
Knott David M Jr History No change 99,338 408 0.24% 0.31% 49 0 0.0% Q1 2026 May 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 98,285 403 0.0% 0.0% 51 +33,189 50.98% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 97,964 403 0.0% 0.0% 50 +12,600 14.76% Q1 2026 May 15, 2026
Corient Private Wealth LLC History New 79,939 328 0.0% 52 +79,939 New Q1 2026 May 15, 2026
Seven Fleet Capital Management LP History Reduced 78,057 320 0.1% 0.37% 53 -3,943 -4.81% Q1 2026 Jun 04, 2026
WELLS FARGO & COMPANY/MN History Reduced 74,497 306 0.0% 0.0% 54 -1,471 -1.94% Q1 2026 May 11, 2026
XTX Topco Ltd History Added to 69,110 284 0.0% 0.01% 55 +1,119 1.65% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 68,726 282 0.0% 0.0% 56 -1,323 -1.89% Q1 2026 May 12, 2026
Russell Investments Group, Ltd. History Added to 67,366 276 0.0% 0.0% 57 +1,795 2.74% Q1 2026 May 08, 2026
Man Group plc History Added to 66,243 272 0.0% 0.0% 58 +22,839 52.62% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History Added to 59,796 245 0.01% 0.01% 59 +31,413 110.68% Q1 2026 May 15, 2026
ADAR1 Capital Management, LLC History Added to 55,859 229 0.01% 0.02% 60 +20,000 55.77% Q1 2026 May 15, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History New 55,513 228 0.0% 61 +55,513 New Q1 2026 May 14, 2026
LPL Financial LLC History Reduced 54,651 224 0.0% 0.0% 62 -6,324 -10.37% Q1 2026 May 06, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 51,303 210 0.02% 0.02% 63 +12,000 30.53% Q1 2026 May 15, 2026
Headlands Technologies LLC History New 48,823 200 0.02% 64 +48,823 New Q1 2026 May 13, 2026
AXQ CAPITAL, LP History New 47,670 195 0.03% 65 +47,670 New Q1 2026 May 13, 2026
Pathstone Holdings, LLC History Added to 45,259 186 0.0% 0.0% 66 +4,200 10.23% Q1 2026 May 11, 2026
Invesco Ltd. History Added to 36,335 149 0.0% 0.0% 67 +2,216 6.49% Q1 2026 May 12, 2026
HSBC HOLDINGS PLC History New 34,288 142 0.0% 68 +34,288 New Q1 2026 Apr 30, 2026
TWO SIGMA ADVISERS, LP History No change 19,400 129 0.0% 0.0% 69 0 0.0% Q4 2025 Feb 17, 2026
State of Wyoming History Added to 31,016 127 0.02% 0.01% 70 +21,519 226.59% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 30,635 125 0.0% 0.0% 71 -23,635 -43.55% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 31,476 124 0.0% 0.0% 72 -194,126 -86.05% Q1 2026 May 13, 2026
Creative Planning History Added to 28,737 118 0.0% 0.0% 73 +4,677 19.44% Q1 2026 May 12, 2026
BARCLAYS PLC History Reduced 27,878 114 0.0% 0.0% 74 -102,860 -78.68% Q1 2026 May 14, 2026
Vanguard Global Advisers, LLC History New 26,926 110 0.0% 75 +26,926 New Q1 2026 May 08, 2026
AlphaQuest LLC History No change 16,413 109 0.01% 0.01% 76 0 0.0% Q4 2025 Feb 09, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 26,324 108 0.0% 0.0% 77 +2,198 9.11% Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 16,200 107 0.0% 0.0% 78 0 0.0% Q4 2025 Feb 06, 2026
SEI INVESTMENTS CO History Reduced 25,947 106 0.0% 0.0% 79 -19,554 -42.97% Q1 2026 May 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 25,677 105 0.0% 0.0% 80 +2,700 11.75% Q1 2026 May 15, 2026
BENDER ROBERT & ASSOCIATES History New 25,070 103 0.02% 81 +25,070 New Q1 2026 Apr 22, 2026
Chicago Partners Investment Group LLC History New 19,291 100 0.0% 82 +19,291 New Q1 2026 May 04, 2026
Quadrature Capital Ltd History Added to 24,068 98 0.0% 0.0% 83 +5,973 33.01% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Reduced 18,307 75 0.0% 0.0% 84 -10,081 -35.51% Q1 2026 May 14, 2026
MARSHALL WACE, LLP History New 17,900 73 0.0% 86 +17,900 New Q1 2026 May 14, 2026
Pure Financial Advisors, LLC History Added to 17,995 73 0.0% 0.0% 85 +195 1.1% Q1 2026 Apr 10, 2026
SG Americas Securities, LLC History Reduced 16,763 69 0.0% 0.0% 87 -11,064 -39.76% Q1 2026 Apr 16, 2026
Federation des caisses Desjardins du Quebec History Added to 16,680 68 0.0% 0.0% 88 +10,483 169.16% Q1 2026 May 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 16,219 66 0.0% 0.0% 89 -13 -0.08% Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History No change 15,833 65 0.0% 0.0% 90 0 0.0% Q1 2026 Apr 29, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 15,449 63 0.0% 0.0% 91 -17,240 -52.74% Q1 2026 May 08, 2026
OneDigital Investment Advisors LLC History New 15,000 61 0.0% 92 +15,000 New Q1 2026 May 08, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 14,185 58 0.0% 0.0% 94 -550,803 -97.49% Q1 2026 May 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 14,154 58 0.0% 0.0% 93 0 0.0% Q1 2026 May 06, 2026
Legato Capital Management LLC History Reduced 13,907 57 0.01% 0.01% 95 -1,223 -8.08% Q1 2026 May 14, 2026
Tradition Wealth Management, LLC History Added to 12,700 52 0.0% 0.01% 96 +200 1.6% Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 12,310 50 0.0% 0.0% 97 +5,487 80.42% Q1 2026 Apr 30, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 11,859 48 0.0% 0.0% 98 0 0.0% Q1 2026 May 08, 2026
China Universal Asset Management Co., Ltd. History Added to 11,503 47 0.0% 0.01% 99 +941 8.91% Q1 2026 Apr 27, 2026
Dynamic Technology Lab Private Ltd History New 11,125 45 0.01% 101 +11,125 New Q1 2026 May 15, 2026
ProShare Advisors LLC History Reduced 11,032 45 0.0% 0.0% 100 -1,297 -10.52% Q1 2026 Apr 24, 2026
Accelerate Investment Advisors LLC History New 10,670 43 0.03% 102 +10,670 New Q1 2026 Apr 13, 2026
Tower Research Capital LLC (TRC) History Added to 10,216 41 0.0% 0.0% 103 +7,481 273.53% Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 9,837 40 0.0% 0.0% 104 +9,521 3012.97% Q1 2026 May 08, 2026
FMR LLC History Added to 8,881 36 0.0% 0.0% 105 +5,726 181.49% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Reduced 8,257 33 0.0% 0.0% 106 -20,427 -71.21% Q1 2026 May 14, 2026
CITIGROUP INC History Reduced 6,406 26 0.0% 0.0% 107 -29,064 -81.94% Q1 2026 May 11, 2026
Ameritas Investment Partners, Inc. History No change 5,415 22 0.0% 0.0% 108 0 0.0% Q1 2026 May 13, 2026
GROUP ONE TRADING LLC History Reduced 5,100 20 0.0% 0.0% 109 -23,200 -81.98% Q1 2026 May 13, 2026
Legal & General Group Plc History Reduced 4,682 19 0.0% 0.0% 110 -772 -14.15% Q1 2026 May 08, 2026
Caitong International Asset Management Co., Ltd History Added to 4,404 18 0.0% 111 +4,330 5851.35% Q1 2026 May 11, 2026
State of Alaska, Department of Revenue History No change 4,330 17 0.0% 0.0% 112 0 0.0% Q1 2026 Apr 20, 2026
SUMMIT SECURITIES GROUP LLC History Added to 3,429 14 0.0% 0.0% 113 +2,974 653.63% Q1 2026 Apr 30, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 3,381 13 0.0% 0.0% 115 +231 7.33% Q1 2026 May 04, 2026
MAI Capital Management History No change 3,200 13 0.0% 0.0% 114 0 0.0% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 3,032 12 0.0% 0.0% 116 -164 -5.13% Q1 2026 May 15, 2026
Quantbot Technologies LP History New 2,677 11 0.0% 117 +2,677 New Q1 2026 May 13, 2026
OSAIC HOLDINGS, INC. History Reduced 1,906 7 0.0% 0.0% 119 -10,179 -84.23% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,743 7 0.0% 0.0% 118 +1,331 323.06% Q1 2026 May 08, 2026
GAMMA Investing LLC History Reduced 1,656 6 0.0% 0.0% 120 -262 -13.66% Q1 2026 Apr 06, 2026
Parallel Advisors, LLC History Reduced 1,272 5 0.0% 0.0% 122 -790 -38.31% Q1 2026 Jun 02, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 1,447 5 0.0% 0.0% 123 +174 13.67% Q1 2026 Apr 15, 2026
Plante Moran Financial Advisors, LLC History No change 1,220 5 0.0% 0.0% 121 0 0.0% Q1 2026 May 05, 2026
Aster Capital Management (DIFC) Ltd History New 402 4 0.0% 125 +402 New Q1 2026 May 13, 2026
CIBC Private Wealth Group LLC History No change 750 4 0.0% 0.0% 124 0 0.0% Q4 2025 Feb 12, 2026
CWM, LLC History Added to 944 3 0.0% 0.0% 126 +832 742.86% Q1 2026 May 14, 2026
IAG Wealth Partners, LLC History No change 927 3 0.0% 0.0% 127 0 0.0% Q1 2026 Apr 29, 2026
Farther Finance Advisors, LLC History Reduced 539 2 0.0% 0.0% 130 -2,709 -83.41% Q1 2026 Apr 07, 2026
Rockefeller Capital Management L.P. History Added to 616 2 0.0% 128 +492 396.77% Q1 2026 May 14, 2026
SBI Securities Co., Ltd. History Added to 657 2 0.0% 0.0% 129 +395 150.76% Q1 2026 Apr 27, 2026
ROYAL BANK OF CANADA History Reduced 394 1 0.0% 0.0% 133 -2,996 -88.38% Q1 2026 May 15, 2026
Essential Partners LLC History New 395 1 0.0% 139 +395 New Q1 2026 May 21, 2026
Private Wealth Management Group, LLC History New 364 1 0.0% 138 +364 New Q1 2026 Apr 23, 2026
Optiver Holding B.V. History Added to 357 1 0.0% 0.0% 135 +80 28.88% Q1 2026 Jun 02, 2026
Sterling Capital Management LLC History Reduced 363 1 0.0% 0.0% 134 -18 -4.72% Q1 2026 Apr 22, 2026
HUNTINGTON NATIONAL BANK History No change 301 1 0.0% 0.0% 131 0 0.0% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History No change 390 1 0.0% 0.0% 132 0 0.0% Q1 2026 May 15, 2026
Stephens Consulting, LLC History No change 290 1 0.0% 0.0% 136 0 0.0% Q4 2025 Jan 13, 2026
Olistico Wealth, LLC History No change 400 1 0.0% 0.0% 137 0 0.0% Q1 2026 Apr 08, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Closed out 0 0 0.0% -986,466 -100.0% Q1 2026 May 14, 2026
Buckley Capital Advisors, LLC History Closed out 0 0 3.48% -744,242 -100.0% Q1 2026 May 15, 2026
EcoR1 Capital, LLC History Closed out 0 0 0.2% -675,000 -100.0% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Closed out 0 0 0.01% -428,647 -100.0% Q1 2026 May 14, 2026
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -417,278 -100.0% Q1 2026 May 12, 2026
Eversept Partners, LP History Closed out 0 0 0.12% -344,104 -100.0% Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Closed out 0 0 0.0% -195,160 -100.0% Q1 2026 May 15, 2026
Walleye Capital LLC History Closed out 0 0 0.0% -157,570 -100.0% Q1 2026 May 13, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.07% -118,139 -100.0% Q1 2026 May 08, 2026
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 0.0% -102,094 -100.0% Q1 2026 May 15, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.01% -101,812 -100.0% Q1 2026 May 15, 2026
Marex Group plc History Closed out 0 0 0.0% -76,850 -100.0% Q1 2026 May 13, 2026
Brooklyn Investment Group History Closed out 0 0 0.02% -61,735 -100.0% Q1 2026 Apr 29, 2026
GWN SECURITIES INC. History Closed out 0 0 0.07% -48,913 -100.0% Q1 2026 May 14, 2026
Integrated Quantitative Investments LLC History Closed out 0 0 0.06% -41,972 -100.0% Q1 2026 May 13, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.03% -32,664 -100.0% Q1 2026 May 12, 2026
Atom Investors LP History Closed out 0 0 0.02% -32,498 -100.0% Q1 2026 May 15, 2026
Versor Investments LP History Closed out 0 0 0.03% -26,700 -100.0% Q1 2026 May 12, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.0% -26,206 -100.0% Q1 2026 May 14, 2026
Alpine Global Management, LLC History Closed out 0 0 0.04% -26,085 -100.0% Q1 2026 May 15, 2026
OXFORD ASSET MANAGEMENT LLP History Closed out 0 0 0.06% -22,919 -100.0% Q1 2026 May 15, 2026
Virtu Financial LLC History Closed out 0 0 0.01% -22,701 -100.0% Q1 2026 May 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Closed out 0 0 0.0% -21,661 -100.0% Q1 2026 May 15, 2026
PROFUND ADVISORS LLC History Closed out 0 0 0.0% -20,418 -100.0% Q1 2026 Apr 24, 2026
Rafferty Asset Management, LLC History Closed out 0 0 0.0% -18,181 -100.0% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.0% -16,705 -100.0% Q1 2026 May 04, 2026
Sanctuary Advisors, LLC History Closed out 0 0 0.0% -13,946 -100.0% Q1 2026 May 05, 2026
AIRE ADVISORS, LLC History Closed out 0 0 0.01% -11,441 -100.0% Q1 2026 May 06, 2026
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.01% -11,292 -100.0% Q1 2026 May 15, 2026
Aaron Wealth Advisors LLC History Closed out 0 0 0.0% -10,260 -100.0% Q1 2026 Apr 21, 2026
Allspring Global Investments Holdings, LLC History Closed out 0 0 0.0% -10,260 -100.0% Q1 2026 May 05, 2026
VOYA INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -10,007 -100.0% Q1 2026 May 12, 2026
PRIVATE TRUST CO NA History Closed out 0 0 0.0% -6,558 -100.0% Q1 2026 Apr 30, 2026
MEEDER ASSET MANAGEMENT INC History Closed out 0 0 0.0% -5,064 -100.0% Q1 2026 May 07, 2026
Larson Financial Group LLC History Reduced 78 0 0.0% -4,836 -98.41% Q1 2026 May 15, 2026
IFP Advisors, Inc History Reduced 27 0 0.0% -4,700 -99.43% Q1 2026 Apr 13, 2026
POM Investment Strategies, LLC History Closed out 0 0 0.01% -2,000 -100.0% Q1 2026 May 11, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -1,631 -100.0% Q1 2026 May 08, 2026
Versant Capital Management, Inc History Closed out 0 0 0.0% -539 -100.0% Q1 2026 Apr 06, 2026
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 0.0% -471 -100.0% Q1 2026 Apr 13, 2026
Arax Advisory Partners History Closed out 0 0 0.0% -305 -100.0% Q1 2026 May 13, 2026
Daiwa Securities Group Inc. History Closed out 0 0 0.0% -262 -100.0% Q1 2026 May 13, 2026
Smartleaf Asset Management LLC History Reduced 96 0 0.0% -252 -72.41% Q1 2026 May 15, 2026
ROTHSCHILD INVESTMENT LLC History Added to 185 0 +165 825.0% Q1 2026 May 07, 2026
Parkside Financial Bank & Trust History New 145 0 +145 New Q1 2026 May 13, 2026
Bare Financial Services, Inc History New 116 0 +116 New Q1 2026 May 14, 2026
TD PRIVATE CLIENT WEALTH LLC History Closed out 0 0 -101 -100.0% Q1 2026 Apr 27, 2026
BOKF, NA History New 100 0 +100 New Q1 2026 May 08, 2026
US BANCORP \DE\ History Closed out 0 0 -84 -100.0% Q1 2026 May 14, 2026
SIGNATUREFD, LLC History Closed out 0 0 -37 -100.0% Q1 2026 Apr 07, 2026
Allworth Financial LP History Reduced 219 0 0.0% -19 -7.98% Q1 2026 May 14, 2026
EverSource Wealth Advisors, LLC History New 16 0 +16 New Q1 2026 May 15, 2026
Covestor Ltd History Added to 20 0 +14 233.33% Q1 2026 May 05, 2026
Transamerica Financial Advisors, LLC History New 11 0 +11 New Q1 2026 May 15, 2026
Hughes Financial Services, LLC History New 1 0 +1 New Q1 2026 Apr 29, 2026
Clearstead Advisors, LLC History No change 34 0 0 0.0% Q1 2026 May 06, 2026
GHP Investment Advisors, Inc. History No change 80 0 0 0.0% Q1 2026 Apr 21, 2026
NFSG Corp History No change 100 0 0 0.0% Q1 2026 May 05, 2026
CoreCap Advisors, LLC History No change 19 0 0 0.0% Q1 2026 Apr 07, 2026
Persistent Asset Partners Ltd History No change 318 0 0.01% 0 0.0% Q1 2026 May 12, 2026