Inter & Co, Inc. - INTR

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
SOFTBANK GROUP CORP. History No change 60,506,636 328,551 1.81% 4.22% 1 0 0.0% Q2 2026 Aug 14, 2026
PharVision Advisers, LLC History New 17,652 95,850 1.81% 2 +17,652 New Q2 2026 Aug 11, 2026
MARSHALL WACE, LLP History Added to 13,846,611 75,187 0.06% 0.06% 3 +6,874,662 98.6% Q2 2026 Aug 13, 2026
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. History Added to 10,069,301 54,676 6.71% 5.63% 4 +3,748,349 59.3% Q2 2026 Aug 14, 2026
BlackRock, Inc. History Reduced 7,725,331 41,948 0.0% 0.0% 5 -549,719 -6.64% Q2 2026 Aug 07, 2026
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. History New 7,504,483 40,749 4.9% 6 +7,504,483 New Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 6,472,694 35,146 0.01% 0.01% 7 +904,682 16.25% Q2 2026 Aug 14, 2026
SAMLYN CAPITAL, LLC History Reduced 6,110,035 33,177 0.54% 1.15% 8 -2,325,806 -27.57% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History Added to 4,994,490 27,120 0.01% 0.01% 9 +2,653,423 113.34% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 4,208,158 22,850 0.0% 0.0% 10 +2,719,577 182.7% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History Added to 3,842,298 20,863 0.01% 0.01% 11 +1,259,394 48.76% Q2 2026 Aug 14, 2026
SPX Gestao de Recursos Ltda History Reduced 3,414,933 18,543 2.06% 2.66% 12 -608,869 -15.13% Q2 2026 Aug 19, 2026
HRT FINANCIAL LP History Added to 3,337,676 18,123 0.03% 0.02% 13 +2,103,202 170.37% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History Added to 2,931,283 15,916 0.0% 0.0% 14 +2,400,044 451.78% Q2 2026 Aug 14, 2026
Swedbank AB History Added to 2,862,899 15,545 0.01% 0.02% 15 +101,000 3.66% Q2 2026 Jul 15, 2026
Clearbridge Investments, LLC History Reduced 2,765,028 15,014 0.01% 0.02% 16 -98,105 -3.43% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History Added to 2,730,982 14,829 0.0% 0.0% 17 +2,591,674 1860.39% Q2 2026 Sep 02, 2026
Qube Research & Technologies Ltd History Added to 2,663,407 14,462 0.01% 0.01% 18 +1,652,255 163.4% Q2 2026 Aug 14, 2026
Navi International - Administradora e Gestora de Recursos Financeiros Ltda. History New 2,443,213 13,266 8.97% 19 +2,443,213 New Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History Added to 1,923,967 10,447 0.01% 0.0% 20 +1,484,195 337.49% Q2 2026 Aug 14, 2026
WIM INVESTMENT MANAGEMENT Ltd History Added to 1,853,600 10,065 3.3% 3.77% 21 +257,200 16.11% Q2 2026 Aug 05, 2026
MORGAN STANLEY History Added to 1,851,075 10,051 0.0% 0.0% 22 +1,348,292 268.17% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History Added to 1,673,243 9,085 0.0% 0.0% 23 +159,850 10.56% Q2 2026 Aug 14, 2026
Trexquant Investment LP History Added to 1,588,414 8,625 0.05% 0.08% 24 +266,502 20.16% Q2 2026 Aug 14, 2026
Sharp Capital Gestora de Recursos Ltda. History Reduced 1,580,810 8,583 5.96% 15.54% 25 -2,171,812 -57.87% Q2 2026 Aug 12, 2026
STATE STREET CORP History Reduced 1,540,895 8,367 0.0% 0.0% 26 -94,562 -5.78% Q2 2026 Aug 07, 2026
FIL Ltd History Reduced 1,523,455 8,272 0.01% 0.04% 27 -5,470,377 -78.22% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 958,041 5,202 0.0% 0.0% 28 +134,223 16.29% Q2 2026 Aug 12, 2026
UBS Group AG History Reduced 902,601 4,901 0.0% 0.0% 29 -196,785 -17.9% Q2 2026 Aug 13, 2026
Militia Capital Management LLC History New 900,000 4,887 0.14% 30 +900,000 New Q2 2026 Aug 12, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 852,288 4,627 0.01% 0.07% 31 -1,663,175 -66.12% Q2 2026 Aug 11, 2026
Tredje AP-fonden History No change 821,500 4,460 0.02% 0.04% 32 0 0.0% Q2 2026 Aug 10, 2026
ABS Direct Equity Fund LLC History No change 581,700 4,196 3.21% 3.21% 33 0 0.0% Q1 2026 May 15, 2026
Itau Unibanco Holding S.A. History New 700,000 3,801 0.07% 34 +700,000 New Q2 2026 Aug 14, 2026
Quantbot Technologies LP History Added to 586,323 3,183 0.13% 0.0% 35 +577,912 6870.91% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 497,367 2,700 0.0% 0.0% 36 +24,562 5.19% Q2 2026 Aug 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 496,361 2,695 0.0% 0.0% 37 +190,156 62.1% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 472,126 2,563 0.0% 0.0% 38 +164,518 53.48% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History Added to 440,264 2,390 0.0% 0.0% 39 +5,970 1.37% Q2 2026 Aug 13, 2026
Banco BTG Pactual S.A. History New 439,845 2,388 0.2% 40 +439,845 New Q2 2026 Aug 07, 2026
Y-Intercept (Hong Kong) Ltd History New 296,211 1,608 0.03% 41 +296,211 New Q2 2026 Jul 13, 2026
Empowered Funds, LLC History New 294,131 1,597 0.01% 42 +294,131 New Q2 2026 Aug 14, 2026
XTX Topco Ltd History New 288,491 1,566 0.02% 43 +288,491 New Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 282,897 1,536 0.0% 0.0% 44 +48,679 20.78% Q2 2026 Aug 13, 2026
Schonfeld Strategic Advisors LLC History Added to 270,996 1,471 0.01% 0.0% 45 +253,127 1416.57% Q2 2026 Aug 14, 2026
Nuveen, LLC History Added to 236,534 1,284 0.0% 0.0% 46 +46,384 24.39% Q2 2026 Aug 11, 2026
RENAISSANCE TECHNOLOGIES LLC History New 231,840 1,249 0.0% 47 +231,840 New Q2 2026 Aug 13, 2026
Headlands Technologies LLC History Added to 216,603 1,176 0.12% 0.03% 48 +184,340 571.37% Q2 2026 Aug 12, 2026
GSA CAPITAL PARTNERS LLP History Added to 212,152 1,152 0.07% 0.01% 49 +194,375 1093.41% Q2 2026 Aug 06, 2026
M&T BANK CORP History Added to 197,974 1,074 0.0% 0.0% 50 +66,355 50.41% Q2 2026 Aug 04, 2026
Pictet Asset Management Holding SA History Added to 178,419 968 0.0% 0.0% 51 +66,665 59.65% Q2 2026 Jul 30, 2026
Engineers Gate Manager LP History Reduced 172,178 934 0.01% 0.06% 52 -388,414 -69.29% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History Reduced 167,156 907 0.0% 0.0% 53 -773 -0.46% Q2 2026 Aug 05, 2026
Mariner, LLC History Reduced 149,796 813 0.0% 0.0% 54 -39,765 -20.98% Q2 2026 Aug 13, 2026
Legal & General Group Plc History Added to 133,472 724 0.0% 0.0% 55 +1,910 1.45% Q2 2026 Aug 14, 2026
Invesco Ltd. History New 127,102 690 0.0% 56 +127,102 New Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 119,442 648 0.0% 0.01% 57 -1,167,346 -90.72% Q2 2026 Aug 14, 2026
WINTON GROUP Ltd History New 112,258 609 0.02% 58 +112,258 New Q2 2026 Aug 07, 2026
Jain Global LLC History New 102,836 558 0.0% 59 +102,836 New Q2 2026 Aug 14, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History New 100,618 546 0.01% 60 +100,618 New Q2 2026 Aug 13, 2026
Atom Investors LP History New 97,889 531 0.05% 61 +97,889 New Q2 2026 Aug 14, 2026
CenterBook Partners LP History Reduced 93,326 506 0.02% 0.21% 62 -396,667 -80.95% Q2 2026 Aug 11, 2026
WCM INVESTMENT MANAGEMENT, LLC History Reduced 85,059 457 0.0% 0.18% 63 -10,354,570 -99.19% Q2 2026 Aug 13, 2026
Caitong International Asset Management Co., Ltd History Added to 81,956 445 0.06% 0.07% 64 +32,565 65.93% Q2 2026 Aug 04, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History New 80,000 434 0.05% 65 +80,000 New Q2 2026 Aug 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 79,104 429 0.0% 0.02% 66 -666,115 -89.39% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History Reduced 78,414 425 0.0% 0.0% 67 -332,032 -80.9% Q2 2026 Aug 14, 2026
Truxt Investmentos Ltda. History New 74,945 406 0.47% 68 +74,945 New Q2 2026 Jul 27, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 68,100 369 0.0% 0.0% 69 +11,200 19.68% Q2 2026 Aug 17, 2026
Tidal Investments LLC History Added to 61,059 331 0.0% 0.0% 70 +1,136 1.9% Q2 2026 Aug 13, 2026
Brevan Howard Capital Management LP History Reduced 60,307 327 0.0% 0.04% 71 -569,969 -90.43% Q2 2026 Aug 14, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 52,872 287 0.05% 0.1% 72 -22,034 -29.42% Q2 2026 Aug 04, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History New 52,485 284 0.0% 73 +52,485 New Q2 2026 Aug 14, 2026
Virtu Financial LLC History Added to 51,677 281 0.01% 0.01% 74 +14,708 39.78% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History Reduced 51,732 280 0.0% 0.0% 75 -17,284 -25.04% Q2 2026 Aug 13, 2026
Man Group plc History Added to 51,284 278 0.0% 0.0% 76 +36,424 245.11% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 33,939 270 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 48,466 263 0.0% 0.0% 78 +18,400 61.2% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History New 48,275 262 0.0% 79 +48,275 New Q2 2026 Aug 06, 2026
Cetera Investment Advisers History Reduced 43,159 234 0.0% 0.0% 80 -90,311 -67.66% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 40,623 220 0.0% 0.0% 81 +2,718 7.17% Q2 2026 Aug 03, 2026
Creative Planning History Added to 40,392 219 0.0% 0.0% 82 +874 2.21% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History New 37,814 205 0.0% 83 +37,814 New Q2 2026 Aug 07, 2026
BARCLAYS PLC History Reduced 37,511 203 0.0% 0.0% 84 -10,090 -21.2% Q2 2026 Aug 14, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 37,332 202 0.06% 85 +37,332 New Q2 2026 Aug 14, 2026
Bridgefront Capital, LLC History New 37,125 201 0.05% 86 +37,125 New Q2 2026 Aug 14, 2026
Bayesian Capital Management, LP History New 35,664 193 0.12% 87 +35,664 New Q2 2026 Aug 14, 2026
Baader Bank Aktiengesellschaft History No change 35,000 190 0.01% 0.02% 88 0 0.0% Q2 2026 Jul 23, 2026
IMC-Chicago, LLC History New 33,701 182 0.0% 89 +33,701 New Q2 2026 Aug 06, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 30,501 165 0.0% 0.0% 90 +5,622 22.6% Q2 2026 Aug 07, 2026
Graham Capital Management, L.P. History New 27,457 149 0.0% 91 +27,457 New Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History Added to 25,322 137 0.0% 0.0% 92 +23,204 1095.56% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 25,100 136 0.0% 0.0% 93 +1,000 4.15% Q2 2026 Sep 09, 2026
Savant Capital, LLC History Reduced 24,860 134 0.0% 0.0% 94 -6,981 -21.92% Q2 2026 Aug 10, 2026
STOREBRAND ASSET MANAGEMENT AS History Reduced 22,152 120 0.0% 0.0% 95 -79,514 -78.21% Q2 2026 Aug 12, 2026
SIMPLEX TRADING, LLC History New 17,321 94 0.0% 96 +17,321 New Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History Reduced 16,714 90 0.0% 0.0% 97 -69 -0.41% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History Reduced 15,568 83 0.0% 0.0% 98 -464,332 -96.76% Q2 2026 Aug 12, 2026
Sage Investment Counsel LLC History New 15,000 81 0.08% 99 +15,000 New Q2 2026 Jul 22, 2026
TWO SIGMA SECURITIES, LLC History New 14,893 80 0.01% 100 +14,893 New Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History Reduced 14,691 79 0.0% 0.01% 101 -849 -5.46% Q2 2026 Aug 03, 2026
R Squared Ltd History New 14,009 76 0.04% 102 +14,009 New Q2 2026 Aug 05, 2026
OSAIC HOLDINGS, INC. History Added to 13,230 71 0.0% 0.0% 103 +11,902 896.23% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History Reduced 11,971 65 0.0% 0.0% 104 -220,458 -94.85% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Reduced 11,378 61 0.0% 0.0% 105 -12,593 -52.53% Q2 2026 Aug 06, 2026
Warren Street Wealth Advisors, LLC History New 10,845 58 0.01% 106 +10,845 New Q2 2026 Jul 22, 2026
Pekin Hardy Strauss, Inc. History New 10,000 54 0.0% 107 +10,000 New Q2 2026 Jul 30, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 5,196 28 0.0% 108 +5,190 86500.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History New 4,780 25 0.0% 110 +4,780 New Q2 2026 Jul 22, 2026
ROYAL BANK OF CANADA History Added to 4,676 25 0.0% 0.0% 109 +537 12.97% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History Reduced 3,630 19 0.0% 0.0% 111 -110 -2.94% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History Added to 2,789 15 0.0% 0.0% 112 +1,670 149.24% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History Reduced 2,734 14 0.0% 0.0% 113 -1,875 -40.68% Q2 2026 Jul 20, 2026
Farther Finance Advisors, LLC History Added to 2,418 13 0.0% 0.0% 114 +1,142 89.5% Q2 2026 Jul 17, 2026
Smartleaf Asset Management LLC History No change 1,463 7 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History Reduced 1,048 5 0.0% 0.0% 116 -181 -14.73% Q2 2026 Jul 23, 2026
JONES FINANCIAL COMPANIES LLLP History New 742 4 0.0% 117 +742 New Q2 2026 Aug 14, 2026
Elequin Capital, LP History New 732 3 0.0% 121 +732 New Q2 2026 Aug 13, 2026
Quarry LP History New 656 3 0.0% 122 +656 New Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History New 653 3 0.0% 120 +653 New Q2 2026 Aug 06, 2026
Allworth Financial LP History Added to 571 3 0.0% 0.0% 118 +302 112.27% Q2 2026 Aug 11, 2026
Turim 21 Investimentos Ltda. History No change 588 3 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 10, 2026
Silver Grove Financial Group, Inc. History New 389 2 0.0% 124 +389 New Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 460 2 0.0% 0.0% 123 -115 -20.0% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 316 1 0.0% 0.0% 125 -60,500 -99.48% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History New 276 1 0.0% 128 +276 New Q2 2026 Aug 14, 2026
Asset Dedication, LLC History New 200 1 0.0% 127 +200 New Q2 2026 Jul 30, 2026
SBI Securities Co., Ltd. History Reduced 296 1 0.0% 0.0% 126 -130 -30.52% Q2 2026 Jul 22, 2026
WASATCH ADVISORS LP History Closed out 0 0 0.8% -15,168,620 -100.0% Q2 2026 Jul 09, 2026
SEI INVESTMENTS CO History Closed out 0 0 0.03% -4,562,040 -100.0% Q2 2026 Aug 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Closed out 0 0 0.1% -2,433,539 -100.0% Q2 2026 Jul 17, 2026
FARALLON CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.03% -614,500 -100.0% Q2 2026 Aug 14, 2026
MIRABELLA FINANCIAL SERVICES LLP History Closed out 0 0 0.33% -436,185 -100.0% Q2 2026 Jul 31, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.02% -340,856 -100.0% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History Closed out 0 0 0.01% -210,000 -100.0% Q2 2026 Jul 10, 2026
FIRST TRUST ADVISORS LP History Closed out 0 0 0.0% -172,367 -100.0% Q2 2026 Aug 11, 2026
PDT Partners, LLC History Closed out 0 0 0.06% -126,562 -100.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History Closed out 0 0 0.01% -125,338 -100.0% Q2 2026 Aug 13, 2026
Harbour Capital Advisors, LLC History Closed out 0 0 0.14% -92,515 -100.0% Q2 2026 Jul 15, 2026
TWINBEECH CAPITAL LP History Closed out 0 0 0.07% -82,600 -100.0% Q2 2026 Aug 14, 2026
Lansforsakringar Fondforvaltning AB (publ) History Closed out 0 0 0.0% -57,082 -100.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -35,269 -100.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History Closed out 0 0 0.0% -31,786 -100.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Closed out 0 0 0.0% -30,000 -100.0% Q2 2026 Aug 03, 2026
Police & Firemen's Retirement System of New Jersey History Closed out 0 0 0.0% -29,000 -100.0% Q2 2026 Jul 23, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -28,361 -100.0% Q2 2026 Aug 14, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.01% -27,243 -100.0% Q2 2026 Aug 14, 2026
Entropy Technologies, LP History Closed out 0 0 0.01% -26,882 -100.0% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -22,803 -100.0% Q2 2026 Aug 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.01% -22,000 -100.0% Q2 2026 Aug 14, 2026
Scientech Research LLC History Closed out 0 0 0.14% -21,626 -100.0% Q2 2026 Aug 14, 2026
AXQ CAPITAL, LP History Closed out 0 0 0.01% -11,481 -100.0% Q2 2026 Aug 06, 2026
NFJ INVESTMENT GROUP, LLC History Closed out 0 0 0.0% -8,050 -100.0% Q2 2026 Aug 11, 2026
Tower Research Capital LLC (TRC) History Closed out 0 0 0.0% -7,827 -100.0% Q2 2026 Aug 11, 2026
Banque Cantonale Vaudoise History New 2,072 0 +2,072 New Q2 2026 Jul 31, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.0% -1,476 -100.0% Q2 2026 Aug 03, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 0.0% -1,099 -100.0% Q2 2026 Aug 14, 2026
Bell Investment Advisors, Inc History Reduced 58 0 0.0% -616 -91.39% Q2 2026 Aug 06, 2026
Parallel Advisors, LLC History New 117 0 +117 New Q2 2026 Aug 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 184 0 0.0% -93 -33.57% Q2 2026 Aug 12, 2026
Triumph Capital Management History Reduced 147 0 0.0% -70 -32.26% Q2 2026 Jul 20, 2026
Basecamp Wealth Advisors LLC History Closed out 0 0 -65 -100.0% Q2 2026 Aug 14, 2026
Investors Portfolio Services LLC History Closed out 0 0 -60 -100.0% Q2 2026 Aug 14, 2026
Cornerstone Financial Management LLC History Closed out 0 0 -56 -100.0% Q2 2026 Aug 28, 2026
FMR LLC History Closed out 0 0 -52 -100.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History New 14 0 +14 New Q2 2026 Aug 10, 2026
Stone House Investment Management, LLC History New 14 0 +14 New Q2 2026 Aug 05, 2026
WELLS FARGO & COMPANY/MN History No change 30 0 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 20 0 0 0.0% Q2 2026 Jul 30, 2026
CWM, LLC History No change 76 0 0 0.0% Q1 2026 May 14, 2026
Caitlin John, LLC History No change 4 0 0 0.0% Q2 2026 Aug 17, 2026