Gossamer Bio, Inc. - GOSS

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 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
D. E. Shaw & Co., Inc. History No change 40,959,285 6,741 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 14, 2026
683 Capital Management, LLC History No change 39,198,868 6,452 0.32% 0.32% 2 0 0.0% Q2 2026 Aug 14, 2026
DeepCurrents Investment Group LLC History No change 37,665,073 6,026 0.18% 0.18% 3 0 0.0% Q2 2026 Aug 14, 2026
Worth Venture Partners, LLC History No change 25,017,881 4,117 9.29% 9.29% 4 0 0.0% Q2 2026 Aug 10, 2026
AQR CAPITAL MANAGEMENT LLC History No change 15,629,993 2,572 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 14,986,947 2,467 0.16% 0.16% 6 0 0.0% Q2 2026 Aug 06, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 11,629,896 1,914 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
Kalehua Capital Management LLC History No change 11,149,363 1,835 1.32% 1.32% 8 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 9,416,023 1,553 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 13, 2026
ARCH Venture Management, LLC History No change 8,055,916 1,326 0.12% 0.12% 10 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 7,832,522 1,289 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 14, 2026
Octagon Capital Advisors LP History No change 7,750,000 1,275 0.11% 0.11% 12 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 7,669,943 1,262 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 07, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 7,573,388 1,246 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 7,432,001 1,223 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
Samsara BioCapital, LLC History No change 7,222,559 1,188 0.1% 0.1% 16 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 7,065,756 1,163 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 5,632,698 927 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 27, 2026
Siren, L.L.C. History No change 5,208,968 857 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 13, 2026
HHLR ADVISORS, LTD. History No change 4,974,041 818 0.1% 0.1% 20 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 3,093,785 510 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 2,556,378 420 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,481,605 408 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History No change 2,402,633 395 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
MB Generational Wealth, LLC History No change 2,217,451 364 0.18% 0.18% 25 0 0.0% Q2 2026 Jul 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 2,187,402 360 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 2,114,988 338 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
Alyeska Investment Group, L.P. History No change 2,051,442 337 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 1,792,135 293 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 1,583,118 267 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,590,849 256 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
Ensign Peak Advisors, Inc History No change 1,450,979 238 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 1,245,392 205 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 1,228,634 201 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 12, 2026
DEUTSCHE BANK AG\ History No change 1,106,441 188 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 1,128,451 185 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 1,114,718 183 0.0% 0.0% 37 0 0.0% Q2 2026 Sep 22, 2026
NEA Management Company, LLC History No change 1,000,000 164 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 992,527 163 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
SMITH, MOORE & CO. History No change 900,000 148 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 12, 2026
Ishara Investments LP History No change 820,000 134 0.1% 0.1% 41 0 0.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History No change 733,216 120 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 06, 2026
Mariner, LLC History No change 594,719 97 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 591,254 97 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 544,212 89 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 479,581 78 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
Virtu Financial LLC History No change 463,708 76 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 458,498 75 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 442,268 72 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 396,727 65 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 332,534 54 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 297,863 49 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 19, 2026
WADDELL & ASSOCIATES, LLC History No change 261,798 43 0.0% 0.0% 53 0 0.0% Q2 2026 Jul 15, 2026
MORGAN STANLEY History No change 241,591 39 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 227,550 37 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 230,600 37 0.0% 0.0% 56 0 0.0% Q2 2026 Sep 02, 2026
ADAR1 Capital Management, LLC History No change 212,531 34 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 169,596 27 0.0% 0.0% 58 0 0.0% Q2 2026 Jul 20, 2026
EVENTIDE ASSET MANAGEMENT, LLC History No change 163,440 26 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 160,399 26 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
Sivia Capital Partners, LLC History No change 152,298 25 0.0% 0.0% 61 0 0.0% Q2 2026 Jul 23, 2026
SG Americas Securities, LLC History No change 146,737 24 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History No change 144,358 23 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 05, 2026
Tower Research Capital LLC (TRC) History No change 144,473 23 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 135,000 22 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 130,325 21 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
Schonfeld Strategic Advisors LLC History No change 132,888 21 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 120,204 19 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 121,039 19 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 06, 2026
GROUP ONE TRADING LLC History No change 110,927 18 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 104,232 17 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 108,204 17 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 10, 2026
Rockefeller Capital Management L.P. History No change 105,866 17 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 13, 2026
BCV Asset Management Inc. History No change 106,500 17 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 10, 2026
Quarry LP History No change 100,000 16 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 92,848 15 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 12, 2026
RHUMBLINE ADVISERS History No change 88,599 14 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 81,778 13 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 79,682 13 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 73,693 12 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 13, 2026
Bronte Capital Management Pty Ltd. History No change 67,754 11 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 04, 2026
Caprock Group, LLC History No change 70,000 11 0.0% 0.0% 82 0 0.0% Q2 2026 Jul 27, 2026
Velan Capital Investment Management LP History No change 70,000 11 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History No change 58,064 9 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 55,521 9 0.0% 0.0% 85 0 0.0% Q2 2026 Sep 08, 2026
Bull Harbor Capital LLC History No change 51,235 8 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 10, 2026
Beacon Pointe Advisors, LLC History No change 48,000 7 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 18, 2026
Curi Capital, LLC History No change 39,784 6 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 39,060 6 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 11, 2026
Skaana Management L.P. History No change 40,200 6 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 30,749 5 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 12, 2026
Vickerman Investment Advisors, Inc. History No change 34,787 5 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 13, 2026
CSS LLC/IL History No change 30,000 4 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
Gladstone Institutional Advisory LLC History No change 24,955 4 0.0% 0.0% 94 0 0.0% Q2 2026 Jul 27, 2026
Focus Partners Advisor Solutions, LLC History No change 27,305 4 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 06, 2026
Evernest Financial Advisors, LLC History No change 26,769 4 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 05, 2026
R.H. Investment Group, LLC History No change 26,300 4 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 23,550 3 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 06, 2026
ROYAL BANK OF CANADA History No change 18,521 3 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 20,797 3 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 18,835 3 0.0% 0.0% 101 0 0.0% Q2 2026 Sep 23, 2026
Sequoia Financial Advisors, LLC History No change 21,951 3 0.0% 0.0% 102 0 0.0% Q2 2026 Jul 17, 2026
NewEdge Advisors, LLC History No change 21,893 3 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 12, 2026
Rialto Wealth Management, LLC History No change 20,552 3 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 15,908 2 0.0% 0.0% 105 0 0.0% Q2 2026 Sep 09, 2026
Neuberger Berman Group LLC History No change 14,795 2 0.0% 0.0% 106 0 0.0% Q2 2026 Oct 27, 2026
Birchview Capital, LP History No change 18,176 2 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 17,434 2 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 13, 2026
Rothschild Wealth LLC History No change 16,210 2 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 11, 2026
Pallas Capital Advisors LLC History No change 12,879 2 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 07, 2026
Caerus Investment Advisors, LLC History No change 13,797 2 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 17,324 2 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 11, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 17,550 2 0.0% 0.0% 113 0 0.0% Q2 2026 Jul 21, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 17,643 2 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 6,500 1 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
Baker Avenue Asset Management, LP History No change 10,042 1 0.0% 0.0% 116 0 0.0% Q2 2026 Jul 28, 2026
Ground Swell Capital, LLC History No change 10,000 1 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 05, 2026
Allworth Financial LP History No change 8,487 1 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 11, 2026
Waverly Advisors, LLC History No change 10,773 1 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
Volterra Technologies LP History No change 11,400 1 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 7,750 1 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 13, 2026
Atlas Legacy Advisors, LLC History No change 12,008 1 0.0% 0.0% 122 0 0.0% Q2 2026 Jul 31, 2026
BFC Planning, Inc. History No change 6,250 1 0.0% 0.0% 123 0 0.0% Q2 2026 Oct 29, 2026
Context Capital Management, LLC History Closed out 0 0 — 0.09% — -28,946,459 -100.0% Q3 2026 Nov 04, 2026
WOLVERINE ASSET MANAGEMENT LLC History Closed out 0 0 — 0.02% — -12,894,746 -100.0% Q3 2026 Nov 02, 2026
Hennion & Walsh Asset Management, Inc. History Closed out 0 0 — 0.01% — -1,098,914 -100.0% Q3 2026 Oct 13, 2026
CHOREO, LLC History Closed out 0 0 — 0.0% — -540,111 -100.0% Q3 2026 Oct 28, 2026
Creative Planning History Closed out 0 0 — 0.0% — -211,955 -100.0% Q3 2026 Nov 02, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Closed out 0 0 — 0.0% — -153,902 -100.0% Q3 2026 Oct 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Closed out 0 0 — 0.0% — -101,993 -100.0% Q3 2026 Nov 02, 2026
AlphaCore Capital LLC History Closed out 0 0 — 0.0% — -69,482 -100.0% Q3 2026 Nov 04, 2026
Bank of New York Mellon Corp History Closed out 0 0 — 0.0% — -45,713 -100.0% Q3 2026 Nov 05, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.0% — -43,210 -100.0% Q3 2026 Oct 16, 2026
Cambridge Investment Research Advisors, Inc. History Closed out 0 0 — 0.0% — -42,800 -100.0% Q3 2026 Nov 02, 2026
Prospera Financial Services Inc History Closed out 0 0 — 0.0% — -42,123 -100.0% Q3 2026 Nov 04, 2026
China Universal Asset Management Co., Ltd. History Closed out 0 0 — 0.0% — -37,352 -100.0% Q3 2026 Oct 27, 2026
BRIGHTON JONES LLC History Closed out 0 0 — 0.0% — -32,308 -100.0% Q3 2026 Nov 03, 2026
Essential Partners LLC History Closed out 0 0 — 0.0% — -30,225 -100.0% Q3 2026 Oct 14, 2026
Kestra Advisory Services, LLC History Closed out 0 0 — 0.0% — -28,500 -100.0% Q3 2026 Nov 02, 2026
GERBER, LLC History Closed out 0 0 — 0.0% — -28,249 -100.0% Q3 2026 Oct 21, 2026
StoneX Group Inc. History Closed out 0 0 — 0.0% — -27,556 -100.0% Q3 2026 Nov 03, 2026
Capstone Wealth Management, LLC History Closed out 0 0 — 0.0% — -24,602 -100.0% Q3 2026 Nov 02, 2026
NorthCrest Asset Manangement, LLC History Closed out 0 0 — 0.0% — -23,783 -100.0% Q3 2026 Oct 09, 2026
Algorithmic Investment Models, LLC History Closed out 0 0 — 0.0% — -22,091 -100.0% Q3 2026 Nov 04, 2026
MAINSAIL ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -22,035 -100.0% Q3 2026 Oct 14, 2026
Chicago Partners Investment Group LLC History Closed out 0 0 — 0.0% — -21,168 -100.0% Q3 2026 Oct 26, 2026
Curated Wealth Partners LLC History Closed out 0 0 — 0.0% — -17,916 -100.0% Q3 2026 Oct 15, 2026
HB Wealth Management, LLC History Closed out 0 0 — 0.0% — -16,451 -100.0% Q3 2026 Oct 23, 2026
VestGen Advisors, LLC History Closed out 0 0 — 0.0% — -16,177 -100.0% Q3 2026 Oct 27, 2026
CITIZENS FINANCIAL GROUP INC/RI History Closed out 0 0 — 0.0% — -13,478 -100.0% Q3 2026 Oct 23, 2026
EverSource Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -13,325 -100.0% Q3 2026 Nov 04, 2026
OPPENHEIMER & CO INC History Closed out 0 0 — 0.0% — -13,000 -100.0% Q3 2026 Oct 26, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -12,008 -100.0% Q3 2026 Oct 21, 2026
Krilogy Financial LLC History Closed out 0 0 — 0.0% — -10,725 -100.0% Q3 2026 Oct 13, 2026
Mirae Asset Global Investments Co., Ltd. History Closed out 0 0 — 0.0% — -10,496 -100.0% Q3 2026 Oct 28, 2026
MMA ASSET MANAGEMENT LLC History Closed out 0 0 — 0.0% — -10,000 -100.0% Q3 2026 Nov 02, 2026
CITIGROUP INC History Closed out 0 0 — 0.0% — -6,569 -100.0% Q3 2026 Nov 04, 2026
IFP Advisors, Inc History Reduced 98 0 — — — -5,447 -98.23% Q3 2026 Oct 16, 2026
Farther Finance Advisors, LLC History Closed out 0 0 — — — -4,185 -100.0% Q3 2026 Oct 08, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -3,039 -100.0% Q3 2026 Oct 07, 2026
Planning Strategies Inc. History Closed out 0 0 — — — -2,764 -100.0% Q3 2026 Oct 02, 2026
NISA INVESTMENT ADVISORS, LLC History Closed out 0 0 — — — -1,883 -100.0% Q3 2026 Oct 20, 2026
GAMMA Investing LLC History Closed out 0 0 — — — -1,250 -100.0% Q3 2026 Oct 08, 2026
SJS Investment Consulting Inc. History Closed out 0 0 — — — -830 -100.0% Q3 2026 Oct 26, 2026
SBI Securities Co., Ltd. History Closed out 0 0 — — — -614 -100.0% Q3 2026 Oct 21, 2026
True Wealth Design, LLC History Closed out 0 0 — — — -23 -100.0% Q3 2026 Oct 13, 2026
TD Waterhouse Canada Inc. History Closed out 0 0 — — — -15 -100.0% Q3 2026 Oct 16, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 29, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,590 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,171 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 4,500 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Heritage Wealth Advisors History No change 1,000 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
HHM Wealth Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Basecamp Wealth Advisors LLC History No change 1,359 0 — — — 0 0.0% Q2 2026 Aug 14, 2026