4D Molecular Therapeutics, Inc. - FDMT

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
Jupiter Topco LLC History New 5,746,289 76,465 0.03% 1 +5,746,289 New Q2 2026 Aug 14, 2026
RA CAPITAL MANAGEMENT, L.P. History No change 5,049,779 67,162 0.58% 0.5% 2 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History Added to 4,546,059 60,462 0.0% 0.0% 3 +400,756 9.67% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History Added to 4,258,668 56,640 0.0% 0.0% 4 +53,230 1.27% Q2 2026 Aug 14, 2026
JANUS HENDERSON GROUP PLC History No change 5,247,151 48,868 0.02% 0.02% 5 0 0.0% Q1 2026 May 18, 2026
Novo Holdings A/S History Reduced 3,249,178 43,214 2.51% 2.75% 6 -401,559 -11.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History Added to 2,911,109 38,717 0.0% 0.0% 7 +203,234 7.51% Q2 2026 Aug 07, 2026
BVF INC/IL History No change 2,879,289 38,294 0.98% 0.85% 8 0 0.0% Q2 2026 Aug 14, 2026
T. Rowe Price Investment Management, Inc. History New 2,511,887 33,409 0.02% 9 +2,511,887 New Q2 2026 Aug 14, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Added to 2,249,203 29,914 0.04% 0.02% 10 +644,047 40.12% Q2 2026 Aug 14, 2026
Trails Edge Capital Partners, LP History Added to 2,227,917 29,631 4.7% 2.78% 11 +925,000 70.99% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,099,055 27,917 0.0% 12 +2,099,055 New Q2 2026 Aug 13, 2026
ARMISTICE CAPITAL, LLC History No change 2,000,000 26,600 0.33% 0.33% 13 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,128,466 15,012 0.0% 0.0% 14 +63,121 5.92% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,120,674 14,904 0.0% 0.0% 15 +146,501 15.04% Q2 2026 Aug 14, 2026
Evergreen Quality Fund GP, Ltd. History No change 951,474 12,654 0.2% 0.2% 16 0 0.0% Q2 2026 Aug 14, 2026
Parkman Healthcare Partners LLC History Added to 948,184 12,610 1.29% 0.5% 17 +425,607 81.44% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Added to 901,197 11,985 0.0% 0.0% 18 +584,101 184.2% Q2 2026 Sep 02, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 730,857 9,717 0.0% 0.0% 19 +208,034 39.79% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History Added to 710,942 9,455 0.0% 0.0% 20 +2,898 0.41% Q2 2026 Aug 07, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 614,573 8,173 0.01% 0.01% 21 +36,308 6.28% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 579,903 7,712 0.0% 22 +579,903 New Q2 2026 Aug 13, 2026
DIADEMA PARTNERS LP History New 571,107 7,595 0.96% 23 +571,107 New Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History Added to 562,929 7,486 0.0% 0.0% 24 +220,895 64.58% Q2 2026 Aug 13, 2026
ACUTA CAPITAL PARTNERS, LLC History New 507,801 6,753 4.71% 25 +507,801 New Q2 2026 Aug 14, 2026
MORGAN STANLEY History Added to 503,020 6,690 0.0% 0.0% 26 +157,610 45.63% Q2 2026 Aug 13, 2026
Nuveen, LLC History Reduced 503,071 6,690 0.0% 0.0% 27 -58,734 -10.45% Q2 2026 Aug 11, 2026
RTW INVESTMENTS, LP History No change 475,737 6,327 0.05% 0.04% 28 0 0.0% Q2 2026 Aug 14, 2026
Catalio Capital Management, LP History New 471,254 6,267 1.18% 29 +471,254 New Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History Added to 407,470 5,419 0.02% 0.01% 30 +306,360 303.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History Reduced 402,137 5,179 0.0% 0.0% 31 -13,518 -3.25% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 339,275 4,512 0.0% 0.0% 32 +10,896 3.32% Q2 2026 Aug 14, 2026
Opaleye Management Inc. History Added to 334,437 4,448 0.4% 0.14% 33 +222,146 197.83% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History New 276,238 3,673 0.0% 34 +276,238 New Q2 2026 Aug 13, 2026
Burkehill Global Management, LP History No change 275,000 3,657 0.13% 0.13% 35 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History Added to 256,673 3,413 0.0% 0.0% 36 +98,553 62.33% Q2 2026 Aug 13, 2026
Propel Bio Management, LLC History Reduced 252,654 3,360 1.76% 2.26% 37 -127,766 -33.59% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 242,349 3,223 0.0% 0.0% 38 -23,798 -8.94% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History Reduced 222,416 2,958 0.0% 0.02% 39 -1,209,844 -84.47% Q2 2026 Aug 12, 2026
ArrowMark Colorado Holdings LLC History No change 202,864 2,698 0.11% 0.05% 40 0 0.0% Q2 2026 Aug 13, 2026
Woodline Partners LP History No change 200,001 2,660 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History New 176,850 2,352 0.02% 42 +176,850 New Q2 2026 Aug 14, 2026
Greenland Capital Management LP History New 172,257 2,291 0.28% 43 +172,257 New Q2 2026 Aug 12, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 163,545 2,172 0.0% 0.0% 44 +143,436 713.29% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History Added to 152,337 2,026 0.0% 0.0% 45 +18,730 14.02% Q2 2026 Aug 06, 2026
Invesco Ltd. History Reduced 150,382 2,000 0.0% 0.0% 46 -160,302 -51.6% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History Reduced 146,185 1,944 0.03% 0.02% 47 -12 -0.01% Q2 2026 Aug 07, 2026
Persistent Asset Partners Ltd History New 145,585 1,936 0.58% 48 +145,585 New Q2 2026 Aug 06, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 140,200 1,864 0.0% 0.0% 49 +94,841 209.09% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 134,561 1,789 0.0% 0.0% 50 -73,467 -35.32% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 128,464 1,708 0.0% 0.0% 51 +19,592 18.0% Q2 2026 Aug 14, 2026
FMR LLC History Added to 128,316 1,706 0.0% 0.0% 52 +58,219 83.05% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 114,000 1,516 0.0% 0.0% 53 +12,489 12.3% Q2 2026 Aug 12, 2026
Susquehanna Portfolio Strategies, LLC History Added to 106,935 1,422 0.02% 0.0% 54 +78,439 275.26% Q2 2026 Aug 14, 2026
Privium Fund Management B.V. History Reduced 90,110 1,198 0.22% 0.33% 55 -80,146 -47.07% Q2 2026 Aug 07, 2026
Assenagon Asset Management S.A. History No change 83,333 1,108 0.0% 0.0% 56 0 0.0% Q2 2026 Jul 08, 2026
Caption Management, LLC History New 70,000 931 0.0% 57 +70,000 New Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 69,481 924 0.0% 0.0% 58 -54,836 -44.11% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 69,212 920 0.0% 0.0% 59 +43,032 164.37% Q2 2026 Aug 03, 2026
Man Group plc History Added to 68,349 909 0.0% 0.0% 60 +39,366 135.82% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History Added to 68,206 907 0.01% 0.0% 61 +38,806 131.99% Q2 2026 Aug 14, 2026
XTX Topco Ltd History Reduced 67,122 892 0.01% 0.01% 62 -16,283 -19.52% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History New 66,440 884 0.0% 63 +66,440 New Q2 2026 Aug 07, 2026
Fisher Asset Management, LLC History New 65,751 874 0.0% 64 +65,751 New Q2 2026 Aug 04, 2026
RHUMBLINE ADVISERS History Added to 59,638 793 0.0% 0.0% 65 +5,537 10.23% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History Added to 58,082 772 0.0% 0.0% 66 +14,557 33.45% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 56,252 748 0.0% 0.0% 67 +33,296 145.04% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 54,869 730 0.0% 0.0% 68 +12,422 29.26% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History New 53,056 705 0.0% 69 +53,056 New Q2 2026 Jul 29, 2026
TD ASSET MANAGEMENT INC History New 51,482 684 0.0% 70 +51,482 New Q2 2026 Aug 04, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 50,281 668 0.0% 0.0% 71 +4,504 9.84% Q2 2026 Aug 14, 2026
Birchview Capital, LP History New 48,505 645 0.3% 72 +48,505 New Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 46,982 624 0.0% 0.0% 73 -346 -0.73% Q2 2026 Aug 06, 2026
Rafferty Asset Management, LLC History Reduced 44,714 594 0.0% 0.0% 74 -26,682 -37.37% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History Added to 44,354 589 0.0% 0.0% 75 +20,324 84.58% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History Added to 41,732 555 0.0% 0.0% 76 +23,423 127.93% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History Added to 55,740 518 0.0% 0.0% 77 +640 1.16% Q2 2026 Aug 14, 2026
Virtus Investment Advisers, LLC History Added to 37,055 492 0.11% 0.06% 78 +11,901 47.31% Q2 2026 Aug 11, 2026
Allspring Global Investments Holdings, LLC History New 37,200 472 0.0% 79 +37,200 New Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 28,574 380 0.0% 0.0% 80 +300 1.06% Q2 2026 Jul 29, 2026
Creative Planning History Reduced 28,321 376 0.0% 0.0% 81 -839 -2.88% Q2 2026 Aug 13, 2026
OMERS ADMINISTRATION Corp History New 27,800 369 0.0% 82 +27,800 New Q2 2026 Aug 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 26,644 354 0.0% 0.0% 83 +3,374 14.5% Q2 2026 Aug 07, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 26,444 349 0.0% 0.0% 84 +635 2.46% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History Added to 26,057 346 0.0% 0.0% 85 +1,456 5.92% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History Reduced 25,576 340 0.0% 0.0% 86 -36,937 -59.09% Q2 2026 Aug 14, 2026
Peloton Wealth Strategists History No change 25,000 333 0.12% 0.09% 87 0 0.0% Q2 2026 Aug 10, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 25,000 332 0.01% 0.01% 89 -25,000 -50.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 25,000 332 0.0% 0.0% 88 0 0.0% Q2 2026 Jul 28, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 24,700 328 0.0% 90 +24,700 New Q2 2026 Aug 14, 2026
Kera Capital Partners, Inc. History No change 24,068 320 0.03% 0.03% 91 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History Reduced 23,825 316 0.0% 0.0% 92 -1,612 -6.34% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History Added to 23,729 315 0.0% 0.0% 93 +5,875 32.91% Q2 2026 Aug 13, 2026
Jain Global LLC History New 23,537 313 0.0% 94 +23,537 New Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History Added to 23,459 312 0.0% 0.0% 95 +20,316 646.39% Q2 2026 Aug 06, 2026
PROFUND ADVISORS LLC History Reduced 22,699 301 0.01% 0.01% 96 -9,212 -28.87% Q2 2026 Aug 11, 2026
MARSHALL WACE, LLP History Added to 21,342 283 0.0% 0.0% 97 +4,614 27.58% Q2 2026 Aug 13, 2026
Rangeley Capital, LLC History Reduced 20,965 278 0.25% 0.28% 98 -10,500 -33.37% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History Added to 20,900 277 0.0% 0.0% 99 +2 0.01% Q2 2026 Aug 13, 2026
DekaBank Deutsche Girozentrale History No change 30,000 256 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 05, 2026
Headlands Technologies LLC History Added to 19,238 255 0.03% 0.02% 101 +3,282 20.57% Q2 2026 Aug 12, 2026
Landing Point Financial Group, LLC History Reduced 18,500 246 0.08% 0.09% 102 -500 -2.63% Q2 2026 Aug 06, 2026
Parallel Advisors, LLC History No change 17,887 237 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 05, 2026
SEI INVESTMENTS CO History Added to 16,664 221 0.0% 0.0% 104 +3,802 29.56% Q2 2026 Aug 14, 2026
Ballentine Partners, LLC History No change 16,359 217 0.0% 0.0% 105 0 0.0% Q2 2026 Jul 17, 2026
JANE STREET GROUP, LLC History Reduced 15,600 207 0.0% 0.0% 106 -103,094 -86.86% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History New 15,084 200 0.0% 108 +15,084 New Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History Reduced 15,100 200 0.0% 0.0% 107 -6,660 -30.61% Q2 2026 Aug 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 14,899 198 0.0% 109 +14,899 New Q2 2026 Aug 12, 2026
AXQ CAPITAL, LP History New 13,964 185 0.02% 110 +13,964 New Q2 2026 Aug 06, 2026
Police & Firemen's Retirement System of New Jersey History Added to 13,831 183 0.0% 0.0% 111 +3,856 38.66% Q2 2026 Jul 23, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 12,489 166 0.0% 0.0% 113 +233 1.9% Q2 2026 Sep 09, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 12,543 166 0.0% 0.0% 112 0 0.0% Q2 2026 Jul 29, 2026
LPL Financial LLC History New 12,441 165 0.0% 114 +12,441 New Q2 2026 Aug 07, 2026
Graham Capital Management, L.P. History New 12,003 159 0.0% 115 +12,003 New Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 11,145 148 0.0% 116 +11,145 New Q2 2026 Aug 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 11,040 146 0.01% 0.01% 117 +200 1.85% Q2 2026 Aug 14, 2026
Inscription Capital, LLC History No change 10,783 143 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 13, 2026
China Universal Asset Management Co., Ltd. History Reduced 8,320 110 0.01% 0.01% 119 -732 -8.09% Q2 2026 Jul 24, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 8,196 109 0.0% 0.0% 120 -5,087 -38.3% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History Added to 6,110 81 0.0% 0.0% 121 +92 1.53% Q2 2026 Aug 11, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 5,501 73 0.0% 0.0% 122 -250 -4.35% Q2 2026 Aug 10, 2026
STRS OHIO History Reduced 5,000 66 0.0% 0.0% 123 -20,100 -80.08% Q2 2026 Jul 30, 2026
Legal & General Group Plc History Added to 4,448 59 0.0% 0.0% 124 +753 20.38% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History Added to 4,159 55 0.0% 0.0% 125 +804 23.96% Q2 2026 Aug 13, 2026
CWM, LLC History No change 4,806 44 0.0% 0.0% 126 0 0.0% Q1 2026 May 14, 2026
Arax Advisory Partners History Added to 3,227 42 0.0% 0.0% 127 +2,959 1104.1% Q2 2026 Aug 10, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 2,338 31 0.0% 0.0% 128 -323 -12.14% Q2 2026 Jul 22, 2026
ROYAL BANK OF CANADA History Added to 1,911 26 0.0% 0.0% 129 +932 95.2% Q2 2026 Aug 14, 2026
Optiver Holding B.V. History New 1,782 23 0.0% 130 +1,782 New Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,482 19 0.0% 0.0% 131 +20 1.37% Q2 2026 Aug 07, 2026
GAMMA Investing LLC History Added to 1,334 17 0.0% 0.0% 132 +147 12.38% Q2 2026 Jul 07, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 1,082 14 0.0% 0.0% 133 -193 -15.14% Q2 2026 Aug 07, 2026
Sterling Capital Management LLC History Reduced 924 12 0.0% 0.0% 134 -541 -36.93% Q2 2026 Jul 28, 2026
Pacer Advisors, Inc. History New 747 10 0.0% 135 +747 New Q2 2026 Aug 13, 2026
Allied Private Wealth LLC History New 740 9 0.01% 138 +740 New Q2 2026 Jul 09, 2026
Versant Capital Management, Inc History Added to 728 9 0.0% 0.0% 137 +113 18.37% Q2 2026 Jul 02, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 691 9 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 620 8 0.0% 0.0% 139 -1,809 -74.48% Q2 2026 Aug 24, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 570 7 0.0% 0.0% 140 -27,019 -97.93% Q2 2026 Aug 13, 2026
Planning Strategies Inc. History New 502 6 0.0% 142 +502 New Q2 2026 Jul 27, 2026
Steward Partners Investment Advisory, LLC History No change 500 6 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
SUMMIT SECURITIES GROUP LLC History New 432 5 0.0% 143 +432 New Q2 2026 Aug 03, 2026
NewEdge Advisors, LLC History No change 212 2 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 12, 2026
Pacific Center for Financial Services History No change 207 2 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 05, 2026
Fortitude Family Office, LLC History Added to 134 1 0.0% 148 +78 139.29% Q2 2026 Jul 20, 2026
IFP Advisors, Inc History No change 78 1 0.0% 146 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Wealth Planning Services, Inc. History No change 100 1 0.0% 147 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History No change 125 1 0.0% 0.0% 149 0 0.0% Q2 2026 Jul 17, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 100 1 0.0% 150 0 0.0% Q2 2026 Jul 21, 2026
Peapod Lane Capital LLC History Closed out 0 0 1.81% -241,480 -100.0% Q2 2026 Jul 27, 2026
Exome Asset Management LLC History Closed out 0 0 0.63% -130,564 -100.0% Q2 2026 Aug 14, 2026
ADAR1 Capital Management, LLC History Closed out 0 0 0.06% -116,712 -100.0% Q2 2026 Aug 14, 2026
Simplify Asset Management Inc. History Closed out 0 0 0.01% -70,430 -100.0% Q2 2026 Jul 16, 2026
Principia Wealth Advisory, LLC History Closed out 0 0 0.28% -53,668 -100.0% Q2 2026 Aug 26, 2026
Quadrature Capital Ltd History Closed out 0 0 0.0% -32,524 -100.0% Q2 2026 Aug 06, 2026
Virtu Financial LLC History Closed out 0 0 0.01% -26,368 -100.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.0% -25,420 -100.0% Q2 2026 Jul 13, 2026
EntryPoint Capital, LLC History Closed out 0 0 0.06% -21,602 -100.0% Q2 2026 Aug 13, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.0% -15,529 -100.0% Q2 2026 Aug 14, 2026
MARTINGALE ASSET MANAGEMENT L P History Closed out 0 0 0.0% -11,775 -100.0% Q2 2026 Aug 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -10,746 -100.0% Q2 2026 Aug 10, 2026
nVerses Capital, LLC History Closed out 0 0 0.08% -10,069 -100.0% Q2 2026 Aug 04, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Closed out 0 0 0.0% -1,094 -100.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History Closed out 0 0 0.0% -509 -100.0% Q2 2026 Aug 11, 2026
Basecamp Wealth Advisors LLC History Reduced 36 0 0.0% -109 -75.17% Q2 2026 Aug 14, 2026
Essential Partners LLC History Reduced 3 0 -101 -97.12% Q2 2026 Aug 10, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 -95 -100.0% Q2 2026 Aug 14, 2026
Caitong International Asset Management Co., Ltd History New 59 0 +59 New Q2 2026 Aug 04, 2026
FIFTH THIRD BANCORP History Closed out 0 0 -35 -100.0% Q2 2026 Aug 05, 2026
Quarry LP History New 27 0 +27 New Q2 2026 Aug 14, 2026
Sound Income Strategies, LLC History Closed out 0 0 -25 -100.0% Q2 2026 Jul 20, 2026
US BANCORP \DE\ History Added to 58 0 +23 65.71% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History Reduced 35 0 -18 -33.96% Q2 2026 Aug 14, 2026
Covestor Ltd History Added to 34 0 +18 112.5% Q2 2026 Aug 07, 2026
MAI Capital Management History Closed out 0 0 -18 -100.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History Closed out 0 0 -11 -100.0% Q2 2026 Jul 29, 2026
Advisory Services Network, LLC History Closed out 0 0 -8 -100.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 1 0 -5 -83.33% Q2 2026 Aug 06, 2026
EverSource Wealth Advisors, LLC History Reduced 40 0 -3 -6.98% Q2 2026 Jul 24, 2026
Clearstead Advisors, LLC History New 3 0 +3 New Q2 2026 Aug 06, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 1 0 0 0.0% Q2 2026 Aug 11, 2026
SBI Securities Co., Ltd. History No change 35 0 0 0.0% Q2 2026 Jul 22, 2026
True Wealth Design, LLC History No change 54 0 0 0.0% Q2 2026 Jul 16, 2026