Jade Biosciences, Inc. - JBIO
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 7,085,423 | 99,550 | 0.01% | 0.01% | 1 | +190,935 | 2.77% | Q1 2026 | May 15, 2026 |
| Fairmount Funds Management LLC | History | No change | 4,553,494 | 63,976 | 4.62% | 5.35% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RA CAPITAL MANAGEMENT, L.P. | History | No change | 3,671,083 | 51,578 | 0.55% | 0.58% | 3 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bellevue Group AG | History | Added to | 3,501,502 | 49,196 | 1.17% | 0.98% | 4 | +160,399 | 4.8% | Q1 2026 | May 14, 2026 |
| Venrock Adviser, LLC | History | No change | 3,220,364 | 45,246 | 1.69% | 2.45% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | New | 3,105,669 | 43,557 | 0.02% | — | 6 | +3,105,669 | New | Q1 2026 | May 18, 2026 |
| Avidity Partners Management LP | History | No change | 1,400,708 | 34,177 | 7.73% | 6.23% | 7 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 2,313,949 | 32,510 | 0.0% | 0.0% | 8 | -556,364 | -19.38% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 2,095,767 | 32,337 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,796,652 | 25,242 | 0.0% | — | 10 | +1,796,652 | New | Q1 2026 | May 15, 2026 |
| BAKER BROS. ADVISORS LP | History | No change | 1,641,137 | 23,057 | 0.13% | 0.15% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Remedium Capital Partners, LLC | History | No change | 1,577,750 | 22,167 | 7.88% | 14.3% | 12 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Versant Venture Management, LLC | History | No change | 1,525,820 | 21,437 | 15.16% | 15.59% | 13 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Samsara BioCapital, LLC | History | No change | 968,798 | 13,611 | 1.32% | 1.54% | 14 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GREAT POINT PARTNERS LLC | History | Added to | 964,462 | 13,550 | 3.11% | 4.03% | 15 | +158,189 | 19.62% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 944,776 | 13,274 | 0.01% | 0.01% | 16 | +69,503 | 7.94% | Q1 2026 | May 14, 2026 |
| Aberdeen Group plc | History | No change | 867,284 | 12,185 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 822,520 | 11,559 | 0.0% | 0.0% | 18 | -19,288 | -2.29% | Q1 2026 | May 15, 2026 |
| Soleus Capital Management, L.P. | History | No change | 796,744 | 11,194 | 0.45% | 0.45% | 19 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ACORN CAPITAL ADVISORS, LLC | History | New | 786,760 | 11,053 | 3.14% | — | 20 | +786,760 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 655,690 | 9,212 | 0.0% | 0.0% | 21 | +12,769 | 1.99% | Q1 2026 | May 15, 2026 |
| Affinity Asset Advisors, LLC | History | Reduced | 639,956 | 8,991 | 0.46% | 0.63% | 22 | -75,000 | -10.49% | Q1 2026 | May 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Reduced | 635,498 | 8,928 | 0.07% | 0.09% | 23 | -251,681 | -28.37% | Q1 2026 | May 15, 2026 |
| RTW INVESTMENTS, LP | History | Reduced | 573,205 | 8,053 | 0.08% | 0.22% | 24 | -876,068 | -60.45% | Q1 2026 | May 15, 2026 |
| Ikarian Capital, LLC | History | Added to | 512,349 | 7,198 | 0.58% | 0.36% | 25 | +212,349 | 70.78% | Q1 2026 | May 15, 2026 |
| Opaleye Management Inc. | History | No change | 427,608 | 6,007 | 0.79% | 0.87% | 26 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 402,489 | 5,654 | 0.01% | — | 27 | +402,489 | New | Q1 2026 | May 15, 2026 |
| Logos Global Management LP | History | Added to | 400,000 | 5,620 | 0.28% | 0.37% | 28 | +5,000 | 1.27% | Q1 2026 | May 15, 2026 |
| Foresite Capital Management VI LLC | History | New | 320,000 | 4,496 | 0.98% | — | 29 | +320,000 | New | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 286,715 | 4,028 | 0.01% | 0.01% | 30 | -271,759 | -48.66% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 241,905 | 3,398 | 0.0% | 0.0% | 31 | -32,196 | -11.75% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 219,497 | 3,083 | 0.0% | — | 32 | +219,497 | New | Q1 2026 | May 08, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 211,319 | 2,969 | 0.0% | — | 33 | +211,319 | New | Q1 2026 | May 08, 2026 |
| ORBIMED ADVISORS LLC | History | Reduced | 185,011 | 2,599 | 0.05% | 0.17% | 34 | -346,152 | -65.17% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 169,051 | 2,375 | 0.01% | 0.0% | 35 | +101,821 | 151.45% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 160,051 | 2,248 | 0.0% | 0.0% | 36 | +97,242 | 154.82% | Q1 2026 | May 15, 2026 |
| STEMPOINT CAPITAL LP | History | New | 154,034 | 2,164 | 0.42% | — | 37 | +154,034 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 153,037 | 2,150 | 0.0% | 0.0% | 38 | +87,697 | 134.22% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 139,968 | 1,966 | 0.03% | 0.02% | 39 | +58,820 | 72.48% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 137,222 | 1,927 | 0.0% | 0.0% | 40 | +101,167 | 280.59% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 135,039 | 1,897 | 0.0% | 0.0% | 41 | +65,438 | 94.02% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 129,166 | 1,814 | 0.0% | 0.0% | 42 | +26,546 | 25.87% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 107,596 | 1,511 | 0.0% | 0.0% | 43 | +101,664 | 1713.82% | Q1 2026 | May 08, 2026 |
| Sofinnova Investments, Inc. | History | No change | 107,391 | 1,508 | 0.06% | 0.07% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 91,647 | 1,287 | 0.0% | 0.0% | 45 | -34,125 | -27.13% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 89,964 | 1,263 | 0.0% | 0.0% | 46 | -24,942 | -21.71% | Q1 2026 | May 05, 2026 |
| XTX Topco Ltd | History | Added to | 78,108 | 1,097 | 0.02% | 0.01% | 47 | +49,287 | 171.01% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 75,908 | 1,066 | 0.0% | 0.0% | 48 | +1,508 | 2.03% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 65,022 | 913 | 0.0% | 0.0% | 49 | -31,764 | -32.82% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 50,595 | 710 | 0.0% | 0.0% | 50 | -29,172 | -36.57% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 45,334 | 699 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 46,236 | 649 | 0.0% | 0.0% | 52 | -78,309 | -62.88% | Q1 2026 | Apr 30, 2026 |
| Squarepoint Ops LLC | History | New | 44,650 | 627 | 0.0% | — | 53 | +44,650 | New | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 40,551 | 569 | 0.0% | 0.0% | 54 | -9,502 | -18.98% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 39,199 | 550 | 0.0% | 0.0% | 55 | +4,744 | 13.77% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 38,598 | 542 | 0.0% | 0.0% | 56 | +1,086 | 2.9% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 39,279 | 520 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 33,369 | 468 | 0.0% | — | 58 | +33,369 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 30,551 | 429 | 0.0% | 0.0% | 59 | +1,059 | 3.59% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 29,560 | 415 | 0.0% | 0.0% | 60 | -170,167 | -85.2% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 28,624 | 402 | 0.0% | 0.0% | 61 | +18,755 | 190.04% | Q1 2026 | May 12, 2026 |
| Trexquant Investment LP | History | New | 28,107 | 394 | 0.0% | — | 62 | +28,107 | New | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 25,131 | 353 | 0.01% | — | 63 | +25,131 | New | Q1 2026 | Apr 27, 2026 |
| Qube Research & Technologies Ltd | History | New | 24,792 | 348 | 0.0% | — | 64 | +24,792 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 24,660 | 346 | 0.0% | 0.0% | 65 | -47,534 | -65.84% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | New | 24,422 | 343 | 0.0% | — | 66 | +24,422 | New | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 23,698 | 332 | 0.0% | — | 67 | +23,698 | New | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 22,578 | 318 | 0.0% | 0.0% | 68 | -2,591 | -10.29% | Q1 2026 | May 15, 2026 |
| ADAR1 Capital Management, LLC | History | Reduced | 20,000 | 281 | 0.02% | 0.02% | 69 | -1,000 | -4.76% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 19,555 | 275 | 0.02% | — | 70 | +19,555 | New | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 18,251 | 256 | 0.0% | 0.0% | 71 | +1,755 | 10.64% | Q1 2026 | May 15, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 18,203 | 255 | 0.07% | 0.07% | 72 | +444 | 2.5% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 17,935 | 251 | 0.0% | 0.0% | 73 | -8,134 | -31.2% | Q1 2026 | May 14, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 15,756 | 221 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 15,021 | 211 | 0.0% | — | 75 | +15,021 | New | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 14,961 | 210 | 0.0% | 0.0% | 77 | -6,559 | -30.48% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 15,863 | 210 | 0.0% | 0.0% | 76 | -4,736 | -22.99% | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 14,131 | 198 | 0.0% | 0.03% | 78 | -273,456 | -95.09% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 12,046 | 169 | 0.0% | 0.0% | 79 | -39,846 | -76.79% | Q1 2026 | May 11, 2026 |
| Jump Financial, LLC | History | New | 11,800 | 165 | 0.0% | — | 80 | +11,800 | New | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 9,218 | 129 | 0.0% | 0.0% | 81 | -2,879 | -23.8% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Added to | 7,616 | 107 | 0.0% | 0.0% | 82 | +6,281 | 470.49% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 7,422 | 104 | 0.0% | 0.0% | 83 | -7,200 | -49.24% | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,952 | 69 | 0.0% | 0.0% | 84 | +3,700 | 295.53% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 2,805 | 39 | 0.0% | 0.0% | 85 | -1,325 | -32.08% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 2,608 | 36 | 0.0% | 0.0% | 86 | -704 | -21.26% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,734 | 24 | 0.0% | 0.0% | 87 | -1,116 | -39.16% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,371 | 19 | 0.0% | 0.0% | 88 | +900 | 191.08% | Q1 2026 | Apr 30, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 1,135 | 15 | 0.0% | — | 89 | +1,135 | New | Q1 2026 | Apr 30, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,056 | 14 | 0.0% | 0.0% | 90 | -1,611 | -60.4% | Q1 2026 | Apr 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 905 | 12 | 0.0% | 0.0% | 91 | +512 | 130.28% | Q1 2026 | Apr 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 732 | 10 | 0.0% | 0.0% | 92 | +604 | 471.88% | Q1 2026 | Apr 07, 2026 |
| GAMMA Investing LLC | History | Added to | 662 | 9 | 0.0% | 0.0% | 93 | +305 | 85.43% | Q1 2026 | Apr 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 493 | 6 | 0.0% | 0.0% | 94 | +283 | 134.76% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 275 | 3 | 0.0% | — | 95 | +275 | New | Q1 2026 | May 15, 2026 |
| DIADEMA PARTNERS LP | History | No change | 1,046 | 2 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 71 | 1 | 0.0% | 0.0% | 98 | -1,420 | -95.24% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 104 | 1 | 0.0% | — | 102 | +101 | 3366.67% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Added to | 104 | 1 | 0.0% | — | 103 | +81 | 352.17% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 100 | 1 | 0.0% | — | 101 | +76 | 316.67% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 75 | 1 | 0.0% | 0.0% | 100 | +36 | 92.31% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 83 | 1 | 0.0% | — | 99 | +24 | 40.68% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 95 | 1 | 0.0% | 0.0% | 97 | +2 | 2.15% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 78 | 1 | 0.0% | 0.0% | 104 | +1 | 1.3% | Q1 2026 | Apr 07, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -297,095 | -100.0% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -187,254 | -100.0% | Q1 2026 | May 15, 2026 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -82,056 | -100.0% | Q1 2026 | May 15, 2026 |
| 9823 Capital, L.P. | History | Closed out | 0 | 0 | — | 0.57% | — | -53,191 | -100.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -44,200 | -100.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,570 | -100.0% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -14,012 | -100.0% | Q1 2026 | May 15, 2026 |
| Persistent Asset Partners Ltd | History | Reduced | 88 | 0 | — | 0.09% | — | -12,381 | -99.29% | Q1 2026 | May 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,802 | -100.0% | Q1 2026 | May 08, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -4,191 | -99.9% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,454 | -100.0% | Q1 2026 | May 08, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -88 | -98.88% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 48 | 0 | — | — | — | +47 | 4700.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 14, 2026 |
| Stone House Investment Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 22, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 18 | 0 | — | — | — | +4 | 28.57% | Q1 2026 | Apr 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 7 | 0 | — | — | — | -2 | -22.22% | Q1 2026 | May 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 24, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Avion Wealth | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TFC Financial Management, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |