Groupon, Inc. - GRPN

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
Pale Fire Capital SE History No change 10,181,070 121,154 10.65% 12.03% 1 0 0.0% Q1 2026 May 14, 2026
CONTINENTAL GENERAL INSURANCE CO History Added to 3,620,590 43,085 6.21% 10.98% 2 +690,758 23.58% Q1 2026 May 14, 2026
VANGUARD GROUP INC History No change 2,098,092 36,947 0.0% 0.0% 3 0 0.0% Q4 2025 Jan 29, 2026
Windward Management LP History Added to 2,968,441 35,324 27.16% 27.84% 4 +273,429 10.15% Q1 2026 May 15, 2026
BlackRock, Inc. History Reduced 2,500,221 29,752 0.0% 0.0% 5 -443,551 -15.07% Q1 2026 May 13, 2026
UBS Group AG History Added to 1,366,760 16,264 0.0% 0.0% 6 +126,580 10.21% Q1 2026 May 05, 2026
MORGAN STANLEY History Added to 1,246,796 14,836 0.0% 0.0% 7 +38,353 3.17% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,120,842 13,338 0.0% 8 +1,120,842 New Q1 2026 May 15, 2026
GARNET EQUITY CAPITAL HOLDINGS, INC. History No change 958,660 11,408 1.78% 2.21% 9 0 0.0% Q1 2026 May 15, 2026
STATE STREET CORP History Reduced 831,047 9,889 0.0% 0.0% 10 -50,375 -5.72% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Reduced 701,498 8,347 0.01% 0.01% 11 -105,203 -13.04% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 673,880 8,020 0.0% 0.0% 12 +20,178 3.09% Q1 2026 May 15, 2026
Generali Investments CEE, investicni spolecnost, a.s. History Added to 636,779 7,577 0.4% 0.66% 13 +108,690 20.58% Q1 2026 Apr 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 636,480 7,574 0.0% 0.0% 14 +248,928 64.23% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 622,472 7,407 0.0% 0.0% 15 -312,328 -33.41% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 619,413 7,371 0.01% 0.0% 16 +509,600 464.06% Q1 2026 May 14, 2026
GOLDMAN SACHS GROUP INC History Reduced 588,917 7,008 0.0% 0.0% 17 -82,712 -12.32% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 580,873 6,910 0.0% 0.0% 18 +128,097 28.29% Q1 2026 May 07, 2026
ExodusPoint Capital Management, LP History Added to 560,986 6,675 0.05% 0.05% 19 +220,687 64.85% Q1 2026 May 14, 2026
Shay Capital LLC History Added to 500,000 5,950 0.5% 0.09% 20 +450,000 900.0% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 486,292 5,786 0.0% 0.0% 21 -904,287 -65.03% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Added to 470,634 5,600 0.01% 0.02% 22 +196,998 71.99% Q1 2026 May 14, 2026
CenterBook Partners LP History New 468,424 5,574 0.3% 23 +468,424 New Q1 2026 May 05, 2026
Divisadero Street Capital Management, LP History No change 444,965 5,295 0.22% 0.37% 24 0 0.0% Q1 2026 May 15, 2026
IMC-Chicago, LLC History Reduced 415,866 4,948 0.0% 0.0% 25 -309,200 -42.64% Q1 2026 May 05, 2026
HENNESSY ADVISORS INC History Reduced 415,400 4,943 0.18% 0.27% 26 -14,400 -3.35% Q1 2026 Apr 21, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 393,791 4,686 0.0% 27 +393,791 New Q1 2026 May 08, 2026
GROUP ONE TRADING LLC History Reduced 357,185 4,250 0.01% 0.04% 28 -808,415 -69.36% Q1 2026 May 13, 2026
JANE STREET GROUP, LLC History Reduced 276,907 3,295 0.0% 0.0% 29 -161,436 -36.83% Q1 2026 May 12, 2026
SG Americas Securities, LLC History Added to 270,682 3,221 0.0% 0.0% 30 +73,136 37.02% Q1 2026 Apr 16, 2026
FMR LLC History Reduced 266,081 3,166 0.0% 0.0% 31 -147,295 -35.63% Q1 2026 May 15, 2026
WOLVERINE ASSET MANAGEMENT LLC History Reduced 250,500 2,980 0.03% 0.06% 32 -195,400 -43.82% Q1 2026 May 04, 2026
Engineers Gate Manager LP History New 246,292 2,930 0.04% 33 +246,292 New Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 224,834 2,675 0.0% 0.0% 34 -4,867 -2.12% Q1 2026 May 15, 2026
Walleye Capital LLC History Added to 223,848 2,663 0.01% 0.0% 35 +145,047 184.07% Q1 2026 May 13, 2026
Jefferies Financial Group Inc. History New 219,041 2,606 0.02% 36 +219,041 New Q1 2026 May 07, 2026
NORTHERN TRUST CORP History Added to 217,422 2,587 0.0% 0.0% 37 +3,956 1.85% Q1 2026 May 14, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 212,016 2,522 0.0% 0.01% 38 -579,482 -73.21% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 203,540 2,422 0.0% 39 +203,540 New Q1 2026 May 08, 2026
Potomac Capital Management, Inc. History Added to 155,800 1,854 1.61% 2.11% 40 +6,300 4.21% Q1 2026 May 14, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 142,465 1,695 0.0% 0.01% 41 -368,781 -72.13% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Reduced 131,148 1,560 0.0% 0.01% 42 -528,507 -80.12% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 74,999 1,320 0.0% 0.0% 43 0 0.0% Q4 2025 Feb 17, 2026
Jump Financial, LLC History Reduced 104,613 1,244 0.02% 0.06% 44 -154,282 -59.59% Q1 2026 May 14, 2026
Lombard Odier Asset Management (Europe) Ltd History Added to 102,118 1,215 0.07% 0.07% 45 +19,860 24.14% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 99,008 1,178 0.0% 0.0% 46 -189,694 -65.71% Q1 2026 May 12, 2026
BARCLAYS PLC History Added to 85,256 1,014 0.0% 0.0% 47 +7,480 9.62% Q1 2026 May 14, 2026
Diametric Capital, LP History Added to 85,099 1,012 0.26% 0.16% 48 +50,327 144.73% Q1 2026 May 15, 2026
Prentice Capital Management, LP History Reduced 84,088 1,000 2.19% 13.8% 49 -413,415 -83.1% Q1 2026 May 15, 2026
SummitTX Capital, L.P. History Added to 81,366 968 0.03% 0.01% 50 +66,088 432.57% Q1 2026 May 15, 2026
Walleye Trading LLC History Reduced 74,903 891 0.0% 0.01% 51 -155,306 -67.46% Q1 2026 May 08, 2026
FIRST TRUST ADVISORS LP History Reduced 69,217 823 0.0% 0.0% 52 -40,946 -37.17% Q1 2026 May 13, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 68,400 813 0.0% 0.02% 53 -254,033 -78.79% Q1 2026 May 14, 2026
SIMPLEX TRADING, LLC History Reduced 64,080 762 0.0% 0.0% 54 -249,620 -79.57% Q1 2026 May 14, 2026
Bank of New York Mellon Corp History Reduced 63,082 750 0.0% 0.0% 55 -5,627 -8.19% Q1 2026 May 05, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 56,655 674 0.0% 0.0% 56 +27,634 95.22% Q1 2026 May 15, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 55,415 659 0.0% 0.0% 57 0 0.0% Q1 2026 May 14, 2026
Nuveen, LLC History Added to 55,276 657 0.0% 0.0% 58 +342 0.62% Q1 2026 Apr 30, 2026
Swiss National Bank History No change 51,900 617 0.0% 0.0% 59 0 0.0% Q1 2026 May 07, 2026
Quantbot Technologies LP History Reduced 47,547 565 0.02% 0.07% 60 -66,598 -58.35% Q1 2026 May 13, 2026
OP Asset Management Ltd History Added to 45,391 540 0.01% 0.0% 61 +27,824 158.39% Q1 2026 Apr 10, 2026
Inspire Investing, LLC History Added to 43,930 522 0.04% 0.04% 62 +17,589 66.77% Q1 2026 Apr 23, 2026
PEAK6 LLC History Added to 41,700 496 0.0% 0.0% 63 +14,500 53.31% Q1 2026 May 13, 2026
Verition Fund Management LLC History Reduced 38,315 455 0.0% 0.01% 64 -162,619 -80.93% Q1 2026 May 15, 2026
Quantinno Capital Management LP History New 36,969 439 0.0% 65 +36,969 New Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History No change 23,790 418 0.0% 0.0% 66 0 0.0% Q1 2026 May 15, 2026
Invesco Ltd. History Reduced 33,870 403 0.0% 0.0% 67 -13,718 -28.83% Q1 2026 May 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 33,723 401 0.0% 0.0% 68 +1,597 4.97% Q1 2026 May 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 32,971 392 0.0% 0.0% 69 -1,400 -4.07% Q1 2026 May 13, 2026
STIFEL FINANCIAL CORP History Reduced 31,041 369 0.0% 0.0% 70 -575 -1.82% Q1 2026 May 12, 2026
RHUMBLINE ADVISERS History Added to 30,882 367 0.0% 0.0% 71 +97 0.32% Q1 2026 May 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 27,957 332 0.0% 0.0% 72 -2,723 -8.88% Q1 2026 May 15, 2026
Blueshift Asset Management, LLC History Reduced 26,209 311 0.09% 0.14% 73 -1,899 -6.76% Q1 2026 May 14, 2026
Quadrature Capital Ltd History New 25,870 307 0.0% 74 +25,870 New Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 25,098 298 0.0% 0.0% 75 -189 -0.75% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 26,125 286 0.0% 0.0% 76 -26,103 -49.98% Q1 2026 May 13, 2026
State of Alaska, Department of Revenue History No change 24,023 285 0.0% 0.0% 77 0 0.0% Q1 2026 Apr 20, 2026
DEUTSCHE BANK AG\ History Added to 23,396 278 0.0% 0.0% 78 +2,090 9.81% Q1 2026 May 06, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 20,234 240 0.0% 0.0% 79 -221 -1.08% Q1 2026 May 15, 2026
CMT Capital Markets Trading GmbH History New 20,000 238 0.0% 80 +20,000 New Q1 2026 May 15, 2026
Bleakley Financial Group, LLC History New 19,850 236 0.0% 82 +19,850 New Q1 2026 May 04, 2026
XTX Topco Ltd History New 19,837 236 0.0% 81 +19,837 New Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 17,222 205 0.0% 0.0% 83 +2,372 15.97% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 16,360 194 0.0% 0.0% 84 -6,352 -27.97% Q1 2026 May 08, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 16,100 191 0.0% 85 +16,100 New Q1 2026 May 08, 2026
Brooklyn Investment Group History New 15,926 189 0.01% 86 +15,926 New Q1 2026 Apr 29, 2026
HSBC HOLDINGS PLC History Reduced 15,316 180 0.0% 0.0% 87 -26,185 -63.09% Q1 2026 Apr 30, 2026
SIG BROKERAGE, LP History New 15,000 178 0.0% 88 +15,000 New Q1 2026 May 15, 2026
Headlands Technologies LLC History New 13,672 162 0.02% 89 +13,672 New Q1 2026 May 13, 2026
Caption Management, LLC History Reduced 13,566 161 0.0% 0.02% 90 -186,434 -93.22% Q1 2026 May 15, 2026
Rafferty Asset Management, LLC History Reduced 13,152 156 0.0% 0.0% 91 -3,635 -21.65% Q1 2026 May 15, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 12,952 154 0.01% 0.01% 92 +2,176 20.19% Q1 2026 May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 12,246 145 0.0% 0.0% 93 0 0.0% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 12,036 143 0.0% 94 +12,036 New Q1 2026 May 08, 2026
Hennion & Walsh Asset Management, Inc. History New 11,576 137 0.0% 95 +11,576 New Q1 2026 May 13, 2026
DRW Securities, LLC History New 11,232 133 0.0% 96 +11,232 New Q1 2026 May 13, 2026
Aquatic Capital Management LLC History New 11,180 133 0.0% 97 +11,180 New Q1 2026 May 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 10,135 120 0.0% 0.0% 98 -7,272 -41.78% Q1 2026 May 08, 2026
JANUS HENDERSON GROUP PLC History No change 10,000 118 0.0% 0.0% 99 0 0.0% Q1 2026 May 18, 2026
WELLS FARGO & COMPANY/MN History Reduced 9,254 110 0.0% 0.0% 100 -19,119 -67.38% Q1 2026 May 11, 2026
MetLife Investment Management, LLC History Reduced 9,264 110 0.0% 0.0% 101 -4,792 -34.09% Q1 2026 May 14, 2026
ROYAL BANK OF CANADA History Added to 7,618 90 0.0% 0.0% 102 +731 10.61% Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History No change 6,935 82 0.0% 0.0% 103 0 0.0% Q1 2026 Apr 29, 2026
CITIGROUP INC History Added to 5,949 70 0.0% 0.0% 104 +3,119 110.21% Q1 2026 May 11, 2026
Vanguard Investments Australia, Ltd. History New 5,844 69 0.0% 105 +5,844 New Q1 2026 May 08, 2026
KLP KAPITALFORVALTNING AS History No change 5,300 63 0.0% 0.0% 106 0 0.0% Q1 2026 Apr 29, 2026
Tower Research Capital LLC (TRC) History Added to 4,463 53 0.0% 0.0% 107 +3,989 841.56% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 3,031 53 0.0% 0.0% 108 0 0.0% Q4 2025 Feb 09, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 3,400 40 0.0% 0.0% 109 0 0.0% Q1 2026 May 06, 2026
CANADA LIFE ASSURANCE Co History No change 3,292 39 0.0% 0.0% 110 0 0.0% Q1 2026 May 14, 2026
Russell Investments Group, Ltd. History Added to 2,767 32 0.0% 0.0% 111 +272 10.9% Q1 2026 May 08, 2026
Freestone Grove Partners LP History Reduced 2,458 29 0.0% 0.0% 113 -15,360 -86.2% Q1 2026 May 15, 2026
Johnson Financial Group, Inc. History Added to 2,500 29 0.0% 0.0% 112 +500 25.0% Q1 2026 May 07, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 2,350 28 0.0% 0.0% 114 +176 8.1% Q1 2026 Apr 27, 2026
Federation des caisses Desjardins du Quebec History No change 2,286 27 0.0% 0.0% 115 0 0.0% Q1 2026 May 13, 2026
OSAIC HOLDINGS, INC. History Added to 2,229 26 0.0% 0.0% 116 +958 75.37% Q1 2026 May 15, 2026
Alpine Global Management, LLC History No change 10,102 25 0.0% 0.01% 117 0 0.0% Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History No change 2,090 24 0.0% 0.0% 118 0 0.0% Q1 2026 May 13, 2026
Larson Financial Group LLC History Added to 1,215 14 0.0% 0.0% 119 +286 30.79% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History No change 1,100 13 0.0% 0.0% 120 0 0.0% Q1 2026 May 08, 2026
Allworth Financial LP History Added to 1,050 12 0.0% 121 +1,034 6462.5% Q1 2026 May 14, 2026
BNP Paribas Asset Management Holding S.A. History New 906 10 0.0% 122 +906 New Q1 2026 May 14, 2026
HUNTINGTON NATIONAL BANK History No change 796 9 0.0% 0.0% 123 0 0.0% Q1 2026 May 15, 2026
Versant Capital Management, Inc History New 674 8 0.0% 124 +674 New Q1 2026 Apr 06, 2026
Covestor Ltd History New 495 6 0.0% 125 +495 New Q1 2026 May 05, 2026
GAMMA Investing LLC History Added to 442 5 0.0% 0.0% 127 +178 67.42% Q1 2026 Apr 06, 2026
CWM, LLC History Added to 443 5 0.0% 0.0% 126 +154 53.29% Q1 2026 May 14, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 154 1 0.0% 0.0% 128 -342 -68.95% Q1 2026 Apr 30, 2026
EverSource Wealth Advisors, LLC History Added to 161 1 0.0% 130 +116 257.78% Q1 2026 May 15, 2026
Advisory Services Network, LLC History New 115 1 0.0% 133 +115 New Q1 2026 May 15, 2026
QUADRANT CAPITAL GROUP LLC History New 108 1 0.0% 134 +108 New Q1 2026 May 13, 2026
Optiver Holding B.V. History Added to 115 1 0.0% 0.0% 132 +6 5.5% Q1 2026 May 15, 2026
Sterling Capital Management LLC History Reduced 165 1 0.0% 0.0% 129 -4 -2.37% Q1 2026 Apr 22, 2026
SBI Securities Co., Ltd. History Added to 95 1 0.0% 0.0% 131 +1 1.06% Q1 2026 Apr 27, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.01% -320,528 -100.0% Q1 2026 May 15, 2026
Connor, Clark & Lunn Investment Management Ltd. History Closed out 0 0 0.01% -203,608 -100.0% Q1 2026 May 11, 2026
Graham Capital Management, L.P. History Closed out 0 0 0.08% -193,040 -100.0% Q1 2026 May 15, 2026
SCOGGIN MANAGEMENT LP History Closed out 0 0 0.27% -100,000 -100.0% Q1 2026 May 15, 2026
Greenland Capital Management LP History Closed out 0 0 0.19% -100,000 -100.0% Q1 2026 May 15, 2026
NOMURA HOLDINGS INC History Closed out 0 0 0.0% -98,100 -100.0% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 0.0% -82,500 -100.0% Q1 2026 May 15, 2026
Gotham Asset Management, LLC History Closed out 0 0 0.0% -58,918 -100.0% Q1 2026 May 15, 2026
SANDLER CAPITAL MANAGEMENT History Closed out 0 0 0.26% -44,400 -100.0% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.0% -43,589 -100.0% Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History Closed out 0 0 0.01% -42,490 -100.0% Q1 2026 May 15, 2026
Manatuck Hill Partners, LLC History Closed out 0 0 0.24% -38,500 -100.0% Q1 2026 May 15, 2026
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.03% -35,752 -100.0% Q1 2026 May 15, 2026
Fund 1 Investments, LLC History Closed out 0 0 0.08% -35,000 -100.0% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Closed out 0 0 0.0% -32,581 -100.0% Q1 2026 May 15, 2026
AXQ CAPITAL, LP History Closed out 0 0 0.12% -30,568 -100.0% Q1 2026 May 13, 2026
CSS LLC/IL History Closed out 0 0 0.02% -25,759 -100.0% Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -21,546 -100.0% Q1 2026 May 08, 2026
FRANKLIN RESOURCES INC History Closed out 0 0 0.0% -21,340 -100.0% Q1 2026 May 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -20,566 -100.0% Q1 2026 Apr 30, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -17,400 -100.0% Q1 2026 May 14, 2026
Centiva Capital, LP History Closed out 0 0 0.0% -15,330 -100.0% Q1 2026 May 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Closed out 0 0 0.0% -13,955 -100.0% Q1 2026 May 15, 2026
Ares Systematic Credit Ltd History Closed out 0 0 0.19% -13,464 -100.0% Q1 2026 May 15, 2026
Mariner, LLC History Closed out 0 0 0.0% -11,331 -100.0% Q1 2026 May 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Closed out 0 0 0.0% -11,140 -100.0% Q1 2026 May 15, 2026
Man Group plc History Closed out 0 0 0.0% -10,684 -100.0% Q1 2026 May 15, 2026
Bridgefront Capital, LLC History Closed out 0 0 0.05% -10,451 -100.0% Q1 2026 May 15, 2026
State of Wyoming History Closed out 0 0 0.02% -9,116 -100.0% Q1 2026 May 13, 2026
STRS OHIO History Closed out 0 0 0.0% -7,900 -100.0% Q1 2026 Apr 24, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.03% -6,370 -100.0% Q1 2026 May 11, 2026
North Star Investment Management Corp. History Reduced 75 0 0.0% -1,000 -93.02% Q1 2026 Apr 23, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -799 -100.0% Q1 2026 May 08, 2026
TORONTO DOMINION BANK History Closed out 0 0 0.0% -439 -100.0% Q1 2026 May 15, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.0% -288 -100.0% Q1 2026 Apr 30, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 15 0 0.0% -180 -92.31% Q1 2026 May 15, 2026
US BANCORP \DE\ History New 75 0 +75 New Q1 2026 May 14, 2026
Stone House Investment Management, LLC History New 71 0 +71 New Q1 2026 Apr 22, 2026
MATHER GROUP, LLC. History New 50 0 +50 New Q1 2026 Apr 13, 2026
SIGNATUREFD, LLC History Reduced 39 0 0.0% -46 -54.12% Q1 2026 Apr 07, 2026
ROTHSCHILD INVESTMENT LLC History New 35 0 +35 New Q1 2026 May 07, 2026
Parallel Advisors, LLC History New 34 0 +34 New Q1 2026 May 07, 2026
Farther Finance Advisors, LLC History Added to 65 0 +28 75.68% Q1 2026 Apr 07, 2026
FARMERS & MERCHANTS INVESTMENTS INC History New 12 0 +12 New Q1 2026 Apr 23, 2026
Sunbelt Securities, Inc. History Reduced 4 0 -10 -71.43% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History Closed out 0 0 -10 -100.0% Q1 2026 May 15, 2026
Legacy Wealth Managment, LLC/ID History Reduced 8 0 -8 -50.0% Q1 2026 May 07, 2026
Keating Financial Advisory Services, Inc. History New 6 0 +6 New Q1 2026 May 15, 2026
Arax Advisory Partners History Closed out 0 0 -5 -100.0% Q1 2026 May 13, 2026
Root Financial Partners, LLC History Closed out 0 0 -5 -100.0% Q1 2026 Apr 24, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Closed out 0 0 -4 -100.0% Q1 2026 May 07, 2026
Hughes Financial Services, LLC History New 1 0 +1 New Q1 2026 Apr 29, 2026
MAI Capital Management History No change 10 0 0 0.0% Q1 2026 May 15, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 15 0 0 0.0% Q1 2026 May 01, 2026
PRIVATE TRUST CO NA History No change 9 0 0 0.0% Q1 2026 Apr 30, 2026
CIBC Private Wealth Group LLC History No change 50 0 0 0.0% Q4 2025 Feb 12, 2026
Pinnacle Wealth Planning Services, Inc. History No change 5 0 0 0.0% Q1 2026 May 11, 2026
Costello Asset Management, INC History No change 2 0 0 0.0% Q1 2026 Apr 30, 2026
Geneos Wealth Management Inc. History No change 78 0 0.0% 0 0.0% Q1 2026 May 04, 2026
CoreCap Advisors, LLC History No change 15 0 0 0.0% Q1 2026 Apr 07, 2026
Abound Wealth Management History No change 45 0 0 0.0% Q1 2026 Apr 10, 2026
McMillan Office, Inc. History No change 3 0 0 0.0% Q1 2026 Apr 23, 2026