Invivyd, Inc. - IVVD

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
JANUS HENDERSON GROUP PLC History No change 33,094,330 42,857 0.02% 0.02% 1 0 0.0% Q1 2026 May 18, 2026
Jupiter Topco LLC History New 34,173,104 30,048 0.01% 2 +34,173,104 New Q2 2026 Aug 14, 2026
BVF INC/IL History Added to 28,165,000 24,571 0.63% 0.81% 3 +8,640,000 44.25% Q2 2026 Aug 14, 2026
MAVERICK CAPITAL LTD History No change 18,970,913 16,550 0.15% 0.28% 4 0 0.0% Q2 2026 Aug 14, 2026
PERCEPTIVE ADVISORS LLC History Reduced 18,490,636 16,131 0.24% 0.53% 5 -2,368,667 -11.36% Q2 2026 Aug 14, 2026
BlackRock, Inc. History Added to 16,134,885 14,076 0.0% 0.0% 6 +11,853,095 276.83% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Added to 10,496,507 9,152 0.0% 0.0% 7 +422,181 4.19% Q2 2026 Aug 13, 2026
M28 Capital Management LP History No change 9,248,250 8,068 17.11% 22.35% 8 0 0.0% Q2 2026 Aug 13, 2026
Saturn V Capital Management LP History Reduced 8,392,288 7,321 1.05% 2.58% 9 -2,556,796 -23.35% Q2 2026 Aug 14, 2026
Soleus Capital Management, L.P. History No change 7,708,727 6,725 0.23% 0.41% 10 0 0.0% Q2 2026 Aug 11, 2026
Point72 Asset Management, L.P. History Added to 7,542,061 6,579 0.01% 0.0% 11 +7,498,130 17067.97% Q2 2026 Aug 14, 2026
MORGAN STANLEY History Added to 5,730,948 4,999 0.0% 0.0% 12 +2,342,766 69.15% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 5,418,774 4,728 0.0% 0.0% 13 +2,949,847 119.48% Q2 2026 Aug 12, 2026
Siren, L.L.C. History Added to 5,000,000 4,362 0.09% 0.14% 14 +1,000,000 25.0% Q2 2026 Aug 13, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Reduced 4,806,543 4,193 0.02% 0.08% 15 -3,630,351 -43.03% Q2 2026 Aug 14, 2026
ADAR1 Capital Management, LLC History Reduced 3,807,427 3,321 0.15% 0.29% 16 -15,000 -0.39% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Added to 3,766,541 3,285 0.0% 0.0% 17 +2,086,166 124.15% Q2 2026 Sep 02, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 3,661,480 3,194 0.0% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History Reduced 3,457,428 3,016 0.0% 0.0% 19 -3,478,220 -50.15% Q2 2026 Aug 07, 2026
Qube Research & Technologies Ltd History Added to 3,320,238 2,896 0.0% 0.0% 20 +633,043 23.56% Q2 2026 Aug 14, 2026
Ikarian Capital, LLC History No change 2,656,570 2,317 0.25% 0.28% 21 0 0.0% Q2 2026 Aug 14, 2026
Redmile Group, LLC History Reduced 2,597,759 2,266 0.15% 0.23% 22 -50,900 -1.92% Q2 2026 Aug 14, 2026
683 Capital Management, LLC History Reduced 2,482,543 2,165 0.11% 0.17% 23 -32,457 -1.29% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 2,333,474 2,035 0.0% 0.0% 24 +363,815 18.47% Q2 2026 Aug 14, 2026
Eversept Partners, LP History Reduced 2,237,015 1,951 0.1% 0.16% 25 -39,334 -1.73% Q2 2026 Aug 14, 2026
Ensign Peak Advisors, Inc History Reduced 1,721,276 1,501 0.0% 0.0% 26 -297,931 -14.75% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History Added to 1,610,353 1,404 0.0% 0.0% 27 +1,150,228 249.98% Q2 2026 Aug 13, 2026
Boxer Capital Management, LLC History No change 1,500,000 1,308 0.1% 0.26% 28 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 1,459,012 1,272 0.0% 0.0% 29 +140,347 10.64% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,417,732 1,236 0.0% 30 +1,417,732 New Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 1,205,599 1,051 0.0% 0.0% 31 -2,305,982 -65.67% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 1,056,339 920 0.0% 0.0% 32 -1,357,274 -56.23% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 995,334 868 0.0% 0.0% 33 +149,069 17.61% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 978,552 853 0.0% 0.0% 34 -1,632,893 -62.53% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History Added to 790,749 687 0.0% 0.0% 35 +205,364 35.08% Q2 2026 Aug 07, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 774,635 675 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History Added to 662,065 578 0.04% 0.03% 37 +334,601 102.18% Q2 2026 Aug 06, 2026
UBS Group AG History Reduced 552,260 481 0.0% 0.0% 38 -62,430 -10.16% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History Added to 517,920 451 0.0% 0.0% 39 +490,736 1805.24% Q2 2026 Aug 06, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 469,717 409 0.0% 0.0% 40 +351,705 298.02% Q2 2026 Aug 14, 2026
Invesco Ltd. History Added to 454,530 396 0.0% 0.0% 41 +74,118 19.48% Q2 2026 Aug 14, 2026
CANTOR FITZGERALD, L. P. History New 450,115 392 0.0% 42 +450,115 New Q2 2026 Aug 14, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History No change 428,847 374 0.01% 0.03% 43 0 0.0% Q2 2026 Aug 05, 2026
Virtus Investment Advisers, LLC History Added to 424,933 370 0.09% 0.04% 44 +307,396 261.53% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History Reduced 356,920 311 0.0% 0.0% 45 -605,466 -62.91% Q2 2026 Aug 14, 2026
Birchview Capital, LP History New 342,275 298 0.14% 46 +342,275 New Q2 2026 Aug 14, 2026
Nuveen, LLC History New 280,333 244 0.0% 47 +280,333 New Q2 2026 Aug 11, 2026
Squarepoint Ops LLC History Reduced 231,475 201 0.0% 0.0% 48 -588,493 -71.77% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History Reduced 204,436 178 0.0% 0.0% 49 -17,492 -7.88% Q2 2026 Aug 07, 2026
JANE STREET GROUP, LLC History Reduced 176,700 154 0.0% 0.0% 51 -762,452 -81.19% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History Added to 176,526 154 0.0% 50 +176,276 70510.4% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History New 172,695 151 0.0% 52 +172,695 New Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History New 115,400 150 0.0% 54 +115,400 New Q2 2026 Aug 14, 2026
Verdad Advisers, LP History Added to 172,376 150 0.14% 0.19% 53 +41,100 31.31% Q2 2026 Aug 14, 2026
FMR LLC History Added to 165,609 144 0.0% 0.0% 55 +24,339 17.23% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 161,989 141 0.0% 0.0% 56 +40,389 33.21% Q2 2026 Jul 29, 2026
RHUMBLINE ADVISERS History New 157,594 137 0.0% 57 +157,594 New Q2 2026 Aug 11, 2026
Jain Global LLC History Added to 155,251 135 0.0% 0.0% 58 +29,500 23.46% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History New 133,800 116 0.0% 60 +133,800 New Q2 2026 Aug 13, 2026
Miller Financial Services LLC History Added to 133,000 116 0.09% 0.15% 59 +28,000 26.67% Q2 2026 Jul 29, 2026
JPMORGAN CHASE & CO History Added to 109,261 103 0.0% 0.0% 61 +87,727 407.39% Q2 2026 Aug 12, 2026
CITIGROUP INC History Added to 112,675 98 0.0% 0.0% 62 +2,801 2.55% Q2 2026 Aug 03, 2026
SIMON QUICK ADVISORS, LLC History New 106,555 92 0.0% 63 +106,555 New Q2 2026 Jul 28, 2026
Knott David M Jr History No change 100,000 87 0.05% 0.08% 64 0 0.0% Q2 2026 Aug 12, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 99,200 86 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Voleon Capital Management LP History New 97,214 84 0.0% 68 +97,214 New Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 96,921 84 0.0% 0.0% 67 +75,614 354.88% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 96,507 84 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
EMERALD ADVISERS, LLC History No change 89,938 78 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 05, 2026
BARCLAYS PLC History Reduced 81,960 71 0.0% 0.0% 70 -44,782 -35.33% Q2 2026 Aug 14, 2026
a16z Perennial Management, L.P. History No change 79,869 69 0.01% 0.01% 71 0 0.0% Q2 2026 Jul 24, 2026
XTX Topco Ltd History Reduced 72,531 63 0.0% 0.0% 72 -72,803 -50.09% Q2 2026 Aug 14, 2026
China Universal Asset Management Co., Ltd. History Added to 72,487 63 0.0% 0.01% 73 +3,309 4.78% Q2 2026 Jul 24, 2026
Vanguard Global Advisers, LLC History No change 69,264 60 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History New 62,079 54 0.0% 75 +62,079 New Q2 2026 Jul 23, 2026
NEW YORK STATE COMMON RETIREMENT FUND History New 60,800 53 0.0% 76 +60,800 New Q2 2026 Jul 29, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 59,213 51 0.0% 78 +59,213 New Q2 2026 Sep 09, 2026
Rangeley Capital, LLC History Added to 59,000 51 0.05% 0.06% 77 +14,000 31.11% Q2 2026 Aug 14, 2026
Scientech Research LLC History New 52,893 46 0.04% 79 +52,893 New Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 42,078 36 0.0% 0.0% 80 +16,034 61.57% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History New 40,606 35 0.0% 81 +40,606 New Q2 2026 Aug 12, 2026
ProShare Advisors LLC History Added to 37,220 32 0.0% 0.0% 82 +24,824 200.26% Q2 2026 Aug 11, 2026
PRUDENTIAL FINANCIAL INC History New 32,850 28 0.0% 83 +32,850 New Q2 2026 Aug 12, 2026
Abel Hall, LLC History New 30,772 26 0.0% 84 +30,772 New Q2 2026 Jul 24, 2026
SG Americas Securities, LLC History New 28,765 25 0.0% 85 +28,765 New Q2 2026 Aug 07, 2026
Massar Capital Management, LP History New 28,273 24 0.0% 86 +28,273 New Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 27,058 23 0.0% 0.0% 87 +1,355 5.27% Q2 2026 Aug 07, 2026
ArchPoint Investors History New 23,000 20 0.0% 91 +23,000 New Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History Reduced 23,402 20 0.0% 0.0% 89 -16,507 -41.36% Q2 2026 Aug 11, 2026
Cetera Investment Advisers History Added to 23,000 20 0.0% 0.0% 90 +10,000 76.92% Q2 2026 Aug 12, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 23,094 20 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 11, 2026
ROYAL BANK OF CANADA History Added to 20,830 18 0.0% 0.0% 92 +18,512 798.62% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 21,662 18 0.0% 0.0% 93 -17,647 -44.89% Q2 2026 Aug 11, 2026
Legal & General Group Plc History New 20,435 17 0.0% 95 +20,435 New Q2 2026 Aug 14, 2026
XPONANCE LLC History New 20,034 17 0.0% 96 +20,034 New Q2 2026 Aug 10, 2026
US BANCORP \DE\ History No change 20,500 17 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Investment Partners, Inc. History New 19,102 16 0.0% 97 +19,102 New Q2 2026 Aug 13, 2026
Wealthspire Advisors, LLC History No change 17,595 15 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History New 16,904 14 0.0% 102 +16,904 New Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History New 16,822 14 0.0% 101 +16,822 New Q2 2026 Aug 06, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 16,300 14 0.0% 100 +16,300 New Q2 2026 Aug 14, 2026
DGS Capital Management, LLC History No change 11,300 14 0.0% 0.0% 99 0 0.0% Q1 2026 Apr 28, 2026
State of Wyoming History Added to 15,144 13 0.0% 0.0% 104 +4,832 46.86% Q2 2026 Aug 06, 2026
CIBC Asset Management Inc History No change 15,180 13 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 03, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 13,176 11 0.0% 0.0% 105 -1,279 -8.85% Q2 2026 Jul 22, 2026
CIBC Bancorp USA Inc. History New 11,621 10 0.0% 106 +11,621 New Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 10,443 9 0.0% 0.0% 107 +5,286 102.5% Q2 2026 Aug 11, 2026
Sunbelt Securities, Inc. History No change 7,500 9 0.0% 0.0% 108 0 0.0% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 9,583 8 0.0% 0.0% 109 +7,547 370.68% Q2 2026 Aug 14, 2026
COURIER CAPITAL LLC History No change 10,000 8 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 16, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 10,000 8 0.0% 0.0% 111 0 0.0% Q2 2026 Jul 23, 2026
Chicago Partners Investment Group LLC History Reduced 12,683 7 0.0% 0.0% 112 -6,332 -33.3% Q2 2026 Jul 29, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 5,929 5 0.0% 0.0% 113 -199 -3.25% Q2 2026 Aug 07, 2026
Sterling Capital Management LLC History New 4,242 3 0.0% 114 +4,242 New Q2 2026 Jul 28, 2026
NATIXIS History New 3,000 2 0.0% 116 +3,000 New Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History New 2,899 2 0.0% 115 +2,899 New Q2 2026 Aug 24, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Closed out 0 0 0.2% -9,071,995 -100.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.01% -3,515,644 -100.0% Q2 2026 Aug 14, 2026
STEMPOINT CAPITAL LP History Closed out 0 0 0.47% -1,874,546 -100.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -1,226,165 -100.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History Closed out 0 0 0.0% -1,218,214 -100.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History Closed out 0 0 0.0% -977,595 -100.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -339,580 -100.0% Q2 2026 Aug 14, 2026
Rafferty Asset Management, LLC History Closed out 0 0 0.0% -306,290 -100.0% Q2 2026 Aug 14, 2026
Cannon Global Investment Management, LLC History Closed out 0 0 0.41% -161,000 -100.0% Q2 2026 Jul 30, 2026
Hudson Bay Capital Management LP History Closed out 0 0 0.0% -140,061 -100.0% Q2 2026 Aug 14, 2026
PROFUND ADVISORS LLC History Closed out 0 0 0.01% -133,506 -100.0% Q2 2026 Aug 11, 2026
EntryPoint Capital, LLC History Closed out 0 0 0.05% -131,178 -100.0% Q2 2026 Aug 13, 2026
Virtu Financial LLC History Closed out 0 0 0.01% -130,576 -100.0% Q2 2026 Aug 13, 2026
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -106,900 -100.0% Q2 2026 Aug 13, 2026
Diametric Capital, LP History Closed out 0 0 0.03% -87,807 -100.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History Closed out 0 0 0.0% -78,433 -100.0% Q2 2026 Aug 06, 2026
Headlands Technologies LLC History Closed out 0 0 0.01% -75,838 -100.0% Q2 2026 Aug 12, 2026
Jefferies Financial Group Inc. History Closed out 0 0 0.0% -65,520 -100.0% Q2 2026 Aug 17, 2026
Catalyst Funds Management Pty Ltd History Closed out 0 0 0.01% -60,400 -100.0% Q2 2026 Aug 10, 2026
Persistent Asset Partners Ltd History Closed out 0 0 0.03% -55,990 -100.0% Q2 2026 Aug 06, 2026
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.0% -52,531 -100.0% Q2 2026 Aug 14, 2026
Caitong International Asset Management Co., Ltd History Reduced 1 0 0.01% -42,630 -100.0% Q2 2026 Aug 04, 2026
E Fund Management Co., Ltd. History Closed out 0 0 0.0% -38,502 -100.0% Q2 2026 Aug 10, 2026
NINE MASTS CAPITAL Ltd History Closed out 0 0 0.01% -34,698 -100.0% Q2 2026 Aug 07, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.0% -32,163 -100.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History Closed out 0 0 0.0% -32,050 -100.0% Q2 2026 Aug 13, 2026
SummitTX Capital, L.P. History Closed out 0 0 0.0% -28,800 -100.0% Q2 2026 Aug 14, 2026
Ciovacco Capital Management LLC History Closed out 0 0 0.02% -27,932 -100.0% Q2 2026 Aug 07, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.0% -25,786 -100.0% Q2 2026 Aug 14, 2026
LMR Partners LLP History Closed out 0 0 0.0% -24,874 -100.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -20,933 -100.0% Q2 2026 Aug 14, 2026
FORTRESS PRIVATE LEDGER, LLC History Closed out 0 0 0.01% -20,000 -100.0% Q2 2026 Aug 07, 2026
AXQ CAPITAL, LP History Closed out 0 0 0.0% -19,984 -100.0% Q2 2026 Aug 06, 2026
Quantessence Capital LLC History Closed out 0 0 0.12% -19,045 -100.0% Q2 2026 Aug 14, 2026
CTC Alternative Strategies, Ltd. History Closed out 0 0 0.05% -17,648 -100.0% Q2 2026 Aug 13, 2026
Investor's Fiduciary Advisor Network, LLC History Closed out 0 0 0.01% -17,020 -100.0% Q2 2026 Aug 13, 2026
LVW Advisors, LLC History Closed out 0 0 0.0% -15,000 -100.0% Q2 2026 Jul 15, 2026
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.0% -14,233 -100.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -13,022 -100.0% Q2 2026 Aug 13, 2026
Engineers Gate Manager LP History Closed out 0 0 0.0% -11,584 -100.0% Q2 2026 Aug 14, 2026
Bronte Capital Management Pty Ltd. History Closed out 0 0 0.0% -11,012 -100.0% Q2 2026 Aug 04, 2026
Sanctuary Advisors, LLC History Closed out 0 0 0.0% -10,000 -100.0% Q2 2026 Aug 13, 2026
Quantbot Technologies LP History Closed out 0 0 0.0% -6,480 -100.0% Q2 2026 Aug 12, 2026
GROUP ONE TRADING LLC History New 1,052 0 +1,052 New Q2 2026 Aug 13, 2026
Allworth Financial LP History Reduced 165 0 0.0% -628 -79.19% Q2 2026 Aug 11, 2026
Optiver Holding B.V. History New 560 0 +560 New Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History Closed out 0 0 -514 -100.0% Q2 2026 Jul 24, 2026
Quarry LP History New 330 0 +330 New Q2 2026 Aug 14, 2026
Fortitude Family Office, LLC History Closed out 0 0 -314 -100.0% Q2 2026 Jul 20, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 426 0 -76 -15.14% Q2 2026 Aug 07, 2026
NISA INVESTMENT ADVISORS, LLC History No change 889 0 0.0% 0 0.0% Q2 2026 Aug 10, 2026
CWM, LLC History No change 422 0 0 0.0% Q1 2026 May 14, 2026
Arax Advisory Partners History No change 2 0 0 0.0% Q2 2026 Aug 10, 2026
OSAIC HOLDINGS, INC. History No change 19 0 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 496 0 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 500 0 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 1,046 0 0.0% 0 0.0% Q2 2026 Jul 22, 2026
Farther Finance Advisors, LLC History No change 1 0 0 0.0% Q2 2026 Jul 17, 2026