STANDARD BIOTOOLS INC. - LAB

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
Casdin Capital, LLC History No change 88,783,856 81,618 6.18% 7.06% 1 0 0.0% Q1 2026 May 15, 2026
VIKING GLOBAL INVESTORS LP History No change 58,651,170 53,918 0.15% 0.2% 2 0 0.0% Q1 2026 May 15, 2026
MAK CAPITAL ONE LLC History Added to 26,172,626 24,060 3.55% 2.72% 3 +6,884,468 35.69% Q1 2026 May 15, 2026
BlackRock, Inc. History Reduced 24,756,084 22,758 0.0% 0.0% 4 -759,849 -2.98% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 17,297,599 22,140 0.0% 0.0% 5 0 0.0% Q4 2025 Jan 29, 2026
Long Focus Capital Management, LLC History Added to 16,015,721 14,723 0.39% 0.43% 6 +3,337,318 26.32% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 12,816,070 11,777 0.0% 7 +12,816,070 New Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 7,289,336 6,702 0.0% 0.0% 8 -131,360 -1.77% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 6,556,509 6,027 0.0% 0.0% 9 +73,743 1.14% Q1 2026 May 15, 2026
Hollow Brook Wealth Management LLC History Added to 5,653,381 5,197 1.33% 1.84% 10 +100,000 1.8% Q1 2026 May 13, 2026
Neuberger Berman Group LLC History Added to 4,657,585 4,281 0.0% 0.0% 11 +33,120 0.72% Q1 2026 May 14, 2026
Tikvah Management LLC History No change 3,551,152 3,264 1.01% 1.21% 12 0 0.0% Q1 2026 May 14, 2026
ROYCE & ASSOCIATES LP History Added to 3,005,529 2,762 0.03% 0.04% 13 +120,000 4.16% Q1 2026 May 12, 2026
MORGAN STANLEY History Reduced 2,887,146 2,654 0.0% 0.0% 14 -4,808,532 -62.48% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 2,617,969 2,406 0.0% 0.0% 15 -462,610 -15.02% Q1 2026 May 14, 2026
NORTHERN TRUST CORP History Added to 2,454,235 2,256 0.0% 0.0% 16 +63,691 2.66% Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 2,414,699 2,219 0.0% 0.0% 17 -93,365 -3.72% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 2,394,400 2,200 0.0% 18 +2,394,400 New Q1 2026 May 08, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 2,102,015 1,932 0.0% 0.0% 19 -1,285,413 -37.95% Q1 2026 May 15, 2026
Peapod Lane Capital LLC History New 2,028,527 1,861 1.53% 20 +2,028,527 New Q1 2026 May 01, 2026
VANGUARD FIDUCIARY TRUST CO History New 1,917,437 1,762 0.0% 21 +1,917,437 New Q1 2026 May 08, 2026
Sone Capital Management, LLC History New 1,766,781 1,624 0.14% 22 +1,766,781 New Q1 2026 May 15, 2026
Slate Path Capital LP History No change 1,615,000 1,484 0.02% 0.03% 23 0 0.0% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 1,268,510 1,166 0.0% 0.0% 24 +173,649 15.86% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 943,185 867 0.0% 0.0% 25 +417,130 79.29% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 933,098 857 0.0% 0.0% 26 +513,545 122.4% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 766,953 705 0.0% 0.0% 27 -26,646 -3.36% Q1 2026 May 05, 2026
Qube Research & Technologies Ltd History Added to 704,407 647 0.0% 0.0% 28 +487,258 224.39% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 661,204 607 0.0% 0.0% 29 +3,992 0.61% Q1 2026 Apr 30, 2026
STALEY CAPITAL ADVISERS INC History New 632,392 581 0.02% 30 +632,392 New Q1 2026 Apr 29, 2026
Rockefeller Capital Management L.P. History Added to 527,408 484 0.0% 0.0% 31 +83,264 18.75% Q1 2026 May 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 519,783 477 0.0% 0.0% 32 0 0.0% Q1 2026 May 13, 2026
Swiss National Bank History No change 489,660 450 0.0% 0.0% 33 0 0.0% Q1 2026 May 07, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 442,784 407 0.0% 0.0% 34 -3,893,103 -89.79% Q1 2026 Apr 30, 2026
Amova Asset Management Americas, Inc. History Reduced 442,784 407 0.01% 0.06% 35 -3,893,103 -89.79% Q1 2026 May 07, 2026
ALLIANCEBERNSTEIN L.P. History No change 315,690 404 0.0% 0.0% 36 0 0.0% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 420,565 386 0.0% 0.0% 37 -290,492 -40.85% Q1 2026 May 15, 2026
Intellectus Partners, LLC History No change 404,702 372 0.08% 0.1% 38 0 0.0% Q1 2026 Apr 10, 2026
RHUMBLINE ADVISERS History Reduced 364,889 335 0.0% 0.0% 39 -9,590 -2.56% Q1 2026 May 12, 2026
GSA CAPITAL PARTNERS LLP History Added to 353,471 325 0.02% 0.01% 40 +306,205 647.83% Q1 2026 May 08, 2026
OPPENHEIMER & CO INC History Added to 350,890 322 0.0% 0.0% 41 +231,140 193.02% Q1 2026 Apr 23, 2026
XTX Topco Ltd History Added to 328,929 302 0.01% 0.01% 42 +122,026 58.98% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 314,120 288 0.0% 0.0% 43 +5,337 1.73% Q1 2026 May 15, 2026
JOHNSON & JOHNSON History No change 311,967 286 0.04% 0.07% 44 0 0.0% Q1 2026 May 13, 2026
UBS Group AG History Added to 305,122 280 0.0% 0.0% 45 +40,717 15.4% Q1 2026 May 05, 2026
DEUTSCHE BANK AG\ History Added to 285,775 262 0.0% 0.0% 46 +29,924 11.7% Q1 2026 May 06, 2026
Invesco Ltd. History Added to 258,344 237 0.0% 0.0% 47 +71,576 38.32% Q1 2026 May 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 235,923 216 0.0% 0.0% 48 -18,542 -7.29% Q1 2026 May 15, 2026
QVIDTVM Management LLC History No change 229,338 210 0.26% 0.33% 49 0 0.0% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 202,466 187 0.0% 0.0% 50 +30,332 17.62% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History New 199,084 183 0.0% 51 +199,084 New Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 159,541 146 0.0% 0.0% 52 -132,375 -45.35% Q1 2026 May 08, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 153,343 140 0.0% 0.0% 54 +44,109 40.38% Q1 2026 May 15, 2026
PRIMECAP MANAGEMENT CO/CA/ History No change 153,374 140 0.0% 0.0% 53 0 0.0% Q1 2026 May 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 144,626 132 0.0% 0.0% 55 -4,769 -3.19% Q1 2026 May 15, 2026
Front Street Capital Management, Inc. History Added to 141,231 130 0.02% 0.02% 56 +12,706 9.89% Q1 2026 May 21, 2026
JANUS HENDERSON GROUP PLC History No change 131,610 121 0.0% 0.0% 57 0 0.0% Q1 2026 May 18, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 131,258 120 0.0% 58 +131,258 New Q1 2026 May 08, 2026
Vanguard Global Advisers, LLC History New 129,323 118 0.0% 59 +129,323 New Q1 2026 May 08, 2026
Evercore Wealth Management, LLC History No change 125,000 114 0.0% 0.0% 60 0 0.0% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 118,752 109 0.0% 0.0% 61 -228,968 -65.85% Q1 2026 May 11, 2026
IEQ CAPITAL, LLC History Added to 118,550 108 0.0% 0.0% 63 +79,995 207.48% Q1 2026 May 14, 2026
JPMORGAN CHASE & CO History Reduced 117,886 108 0.0% 0.0% 62 -8,800 -6.95% Q1 2026 May 13, 2026
Quadrature Capital Ltd History New 114,899 105 0.0% 64 +114,899 New Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Reduced 86,220 79 0.0% 0.0% 65 -38,668 -30.96% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 85,970 79 0.0% 0.0% 66 0 0.0% Q1 2026 Apr 29, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 81,553 74 0.0% 0.0% 67 -11,333 -12.2% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 79,000 72 0.0% 0.0% 68 0 0.0% Q1 2026 May 06, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 72,608 66 0.0% 69 +72,608 New Q1 2026 May 15, 2026
HRT FINANCIAL LP History Reduced 70,522 64 0.0% 0.0% 70 -23,260 -24.8% Q1 2026 May 14, 2026
Arizona State Retirement System History Reduced 68,201 62 0.0% 0.0% 71 -1,208 -1.74% Q1 2026 May 01, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 63,430 58 0.0% 0.0% 72 -58,334 -47.91% Q1 2026 May 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 62,777 57 0.0% 0.0% 73 +11,790 23.12% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 61,181 56 0.0% 0.0% 74 -16,437 -21.18% Q1 2026 May 12, 2026
SEI INVESTMENTS CO History Reduced 60,090 55 0.0% 0.0% 75 -11,105 -15.6% Q1 2026 May 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 56,336 51 0.0% 0.0% 76 -2,066 -3.54% Q1 2026 May 12, 2026
HighTower Advisors, LLC History Added to 54,491 50 0.0% 0.0% 77 +1,700 3.22% Q1 2026 May 05, 2026
Vanguard Investments Australia, Ltd. History New 52,954 48 0.0% 80 +52,954 New Q1 2026 May 08, 2026
CWM, LLC History Added to 53,149 48 0.0% 0.0% 78 +29,187 121.81% Q1 2026 May 14, 2026
KLP KAPITALFORVALTNING AS History No change 53,066 48 0.0% 0.0% 79 0 0.0% Q1 2026 Apr 29, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 50,330 46 0.0% 0.0% 81 0 0.0% Q1 2026 May 15, 2026
Rangeley Capital, LLC History New 50,000 45 0.04% 82 +50,000 New Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Added to 47,406 43 0.0% 0.0% 83 +28,630 152.48% Q1 2026 May 13, 2026
Mariner, LLC History Added to 47,157 43 0.0% 0.0% 84 +27,529 140.25% Q1 2026 May 13, 2026
Point72 Asset Management, L.P. History Reduced 44,721 41 0.0% 0.0% 85 -98,586 -68.79% Q1 2026 May 15, 2026
Cerity Partners LLC History Added to 44,061 40 0.0% 0.0% 87 +7,487 20.47% Q1 2026 May 15, 2026
Corvex Management LP History Reduced 44,340 40 0.0% 0.0% 86 -60 -0.14% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 42,591 39 0.0% 0.0% 88 0 0.0% Q1 2026 May 14, 2026
ProShare Advisors LLC History Reduced 41,674 38 0.0% 0.0% 90 -13,034 -23.82% Q1 2026 Apr 24, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 42,175 38 0.0% 0.0% 89 -267 -0.63% Q1 2026 May 15, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History Reduced 34,435 31 0.0% 0.02% 91 -175,000 -83.56% Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Added to 34,098 31 0.0% 0.0% 92 +24,805 266.92% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 30,703 28 0.0% 94 +30,703 New Q1 2026 May 07, 2026
CITIGROUP INC History Added to 31,294 28 0.0% 0.0% 93 +18,061 136.48% Q1 2026 May 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 30,459 27 0.0% 0.0% 96 +13,535 79.98% Q1 2026 Apr 08, 2026
Ameritas Investment Partners, Inc. History No change 29,558 27 0.0% 0.0% 95 0 0.0% Q1 2026 May 13, 2026
CIBC WORLD MARKETS CORP History No change 19,803 25 0.0% 0.0% 97 0 0.0% Q4 2025 Feb 12, 2026
XPONANCE LLC History Added to 27,043 24 0.0% 0.0% 98 +3,446 14.6% Q1 2026 May 13, 2026
EverSource Wealth Advisors, LLC History Added to 26,466 24 0.0% 0.0% 99 +1,388 5.53% Q1 2026 May 15, 2026
CIBC Asset Management Inc History No change 25,439 23 0.0% 0.0% 100 0 0.0% Q1 2026 May 12, 2026
Platform Technology Partners History New 25,000 22 0.0% 102 +25,000 New Q1 2026 Apr 27, 2026
T3 Companies, LLC History New 25,000 22 0.03% 103 +25,000 New Q1 2026 May 07, 2026
Focus Partners Wealth History Added to 24,225 22 0.0% 0.0% 101 +9,582 65.44% Q1 2026 May 14, 2026
M&T BANK CORP History Reduced 23,643 21 0.0% 0.0% 104 -265 -1.11% Q1 2026 May 12, 2026
CANADA LIFE ASSURANCE Co History No change 21,480 20 0.0% 0.0% 105 0 0.0% Q1 2026 May 14, 2026
SG Americas Securities, LLC History Reduced 20,905 19 0.0% 0.0% 106 -73,226 -77.79% Q1 2026 Apr 16, 2026
Russell Investments Group, Ltd. History Reduced 21,634 19 0.0% 0.0% 107 -3,504 -13.94% Q1 2026 May 08, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 18,696 17 0.0% 0.0% 108 +7,647 69.21% Q1 2026 May 14, 2026
Creative Planning History Reduced 18,468 16 0.0% 0.0% 109 -27,567 -59.88% Q1 2026 May 12, 2026
Global Retirement Partners, LLC History No change 12,967 16 0.0% 0.0% 110 0 0.0% Q4 2025 Feb 06, 2026
FMR LLC History Added to 16,509 15 0.0% 0.0% 111 +917 5.88% Q1 2026 May 15, 2026
CIBC Bancorp USA Inc. History New 15,877 14 0.0% 113 +15,877 New Q1 2026 May 12, 2026
Busey Bank History No change 15,594 14 0.0% 0.0% 112 0 0.0% Q1 2026 Apr 28, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 13,894 12 0.0% 0.0% 114 +933 7.2% Q1 2026 May 04, 2026
Corient Private Wealth LLC History Added to 13,046 11 0.0% 0.0% 116 +46 0.35% Q1 2026 May 15, 2026
Evolution Wealth Advisors, LLC History No change 12,210 11 0.0% 0.0% 115 0 0.0% Q1 2026 May 08, 2026
Merit Financial Group, LLC History New 11,513 10 0.0% 121 +11,513 New Q1 2026 Apr 15, 2026
LPL Financial LLC History Reduced 11,138 10 0.0% 0.0% 117 -2,589 -18.86% Q1 2026 May 06, 2026
Abel Hall, LLC History Added to 11,503 10 0.0% 0.0% 119 +276 2.46% Q1 2026 Apr 28, 2026
Pictet Asset Management Holding SA History No change 11,366 10 0.0% 0.0% 118 0 0.0% Q1 2026 Apr 22, 2026
DLK Investment Management, LLC History No change 11,380 10 0.0% 0.01% 120 0 0.0% Q1 2026 Apr 15, 2026
ALLSTATE CORP History New 10,448 9 0.0% 125 +10,448 New Q1 2026 May 11, 2026
R Squared Ltd History New 10,268 9 0.0% 126 +10,268 New Q1 2026 Apr 29, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 10,425 9 0.0% 0.0% 123 -6,200 -37.29% Q1 2026 May 14, 2026
BNP Paribas Asset Management Holding S.A. History Added to 10,037 9 0.0% 0.0% 122 +3,373 50.62% Q1 2026 May 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 10,454 9 0.0% 0.0% 124 0 0.0% Q1 2026 May 11, 2026
Sterling Capital Management LLC History Reduced 9,526 8 0.0% 0.0% 127 -7,715 -44.75% Q1 2026 Apr 22, 2026
Advisory Services Network, LLC History New 6,490 5 0.0% 128 +6,490 New Q1 2026 May 15, 2026
VSM Wealth Advisory, LLC History No change 5,000 4 0.0% 0.0% 129 0 0.0% Q1 2026 May 05, 2026
COMERICA BANK History No change 2,829 3 0.0% 0.0% 130 0 0.0% Q4 2025 Jan 29, 2026
SIMPLEX TRADING, LLC History Reduced 2,915 2 0.0% 0.0% 131 -5,585 -65.71% Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History New 2,254 2 0.0% 134 +2,254 New Q1 2026 May 01, 2026
Essential Partners LLC History Added to 2,672 2 0.0% 0.0% 133 +1,108 70.84% Q1 2026 May 21, 2026
State of Wyoming History Reduced 2,694 2 0.0% 0.0% 132 -342 -11.26% Q1 2026 May 13, 2026
SBI Securities Co., Ltd. History Added to 1,162 1 0.0% 137 +1,000 617.28% Q1 2026 Apr 27, 2026
Optiver Holding B.V. History Added to 1,350 1 0.0% 138 +972 257.14% Q1 2026 Jun 02, 2026
Allworth Financial LP History Added to 1,481 1 0.0% 136 +790 114.33% Q1 2026 May 14, 2026
True Wealth Design, LLC History Reduced 1,574 1 0.0% 0.0% 139 -371 -19.07% Q1 2026 Apr 13, 2026
CIBC Private Wealth Group LLC History No change 1,400 1 0.0% 0.0% 135 0 0.0% Q4 2025 Feb 12, 2026
ARK Investment Management LLC History Closed out 0 0 0.03% -3,066,665 -100.0% Q1 2026 May 12, 2026
Nan Fung Group Holdings Ltd History Closed out 0 0 2.16% -1,883,179 -100.0% Q1 2026 May 14, 2026
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -779,631 -100.0% Q1 2026 May 12, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.05% -619,129 -100.0% Q1 2026 May 12, 2026
Pacific Capital Partners Ltd History Closed out 0 0 0.65% -475,000 -100.0% Q1 2026 Apr 09, 2026
Impact Partnership Wealth, LLC History Closed out 0 0 0.03% -192,830 -100.0% Q1 2026 Apr 23, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History Closed out 0 0 0.01% -108,416 -100.0% Q1 2026 May 11, 2026
Virtu Financial LLC History Closed out 0 0 0.0% -62,129 -100.0% Q1 2026 May 14, 2026
Zinnia Wealth Advisory, LLC History Closed out 0 0 0.05% -38,802 -100.0% Q1 2026 May 08, 2026
GROUP ONE TRADING LLC History Reduced 214 0 0.0% -28,992 -99.27% Q1 2026 May 13, 2026
EntryPoint Capital, LLC History Closed out 0 0 0.01% -24,607 -100.0% Q1 2026 May 14, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.01% -22,169 -100.0% Q1 2026 May 15, 2026
MACKENZIE FINANCIAL CORP History Closed out 0 0 0.0% -19,781 -100.0% Q1 2026 May 13, 2026
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -17,001 -100.0% Q1 2026 May 11, 2026
Pathstone Holdings, LLC History Closed out 0 0 0.0% -12,158 -100.0% Q1 2026 May 11, 2026
Voleon Capital Management LP History Closed out 0 0 0.0% -10,350 -100.0% Q1 2026 May 15, 2026
Sagewood Asset Management LP History Closed out 0 0 0.0% -10,271 -100.0% Q1 2026 May 13, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -9,404 -100.0% Q1 2026 May 08, 2026
ROYAL BANK OF CANADA History Reduced 235 0 0.0% -9,190 -97.51% Q1 2026 May 15, 2026
Smartleaf Asset Management LLC History Reduced 789 0 0.0% -3,806 -82.83% Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -1,383 -100.0% Q1 2026 Apr 30, 2026
Arax Advisory Partners History Added to 1,001 0 +989 8241.67% Q1 2026 May 13, 2026
GAMMA Investing LLC History Closed out 0 0 -735 -100.0% Q1 2026 Apr 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 568 0 +546 2481.82% Q1 2026 May 07, 2026
N.E.W. Advisory Services LLC History Closed out 0 0 -530 -100.0% Q1 2026 May 04, 2026
IFP Advisors, Inc History Reduced 318 0 0.0% -471 -59.7% Q1 2026 Apr 13, 2026
MAI Capital Management History Added to 718 0 +418 139.33% Q1 2026 May 15, 2026
Parkside Financial Bank & Trust History Reduced 200 0 -413 -67.37% Q1 2026 May 13, 2026
Keating Financial Advisory Services, Inc. History Closed out 0 0 -402 -100.0% Q1 2026 May 15, 2026
Caitong International Asset Management Co., Ltd History Reduced 1 0 -329 -99.7% Q1 2026 May 11, 2026
Farther Finance Advisors, LLC History Added to 331 0 +323 4037.5% Q1 2026 Apr 07, 2026
SIGNATUREFD, LLC History Closed out 0 0 -317 -100.0% Q1 2026 Apr 07, 2026
Wealth Preservation Advisors, LLC History New 277 0 +277 New Q1 2026 May 15, 2026
Atlantic Union Bankshares Corp History Added to 500 0 +250 100.0% Q1 2026 May 12, 2026
United Financial Planning Group LLC History Closed out 0 0 -250 -100.0% Q1 2026 May 08, 2026
US BANCORP \DE\ History Closed out 0 0 -229 -100.0% Q1 2026 May 14, 2026
SJS Investment Consulting Inc. History New 56 0 +56 New Q1 2026 Apr 23, 2026
Sunbelt Securities, Inc. History Reduced 169 0 -10 -5.59% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 128 0 0 0.0% Q1 2026 May 08, 2026
NATIONAL BANK OF CANADA /FI/ History No change 2 0 0 0.0% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History No change 943 0 0.0% 0 0.0% Q1 2026 May 15, 2026
Parallel Advisors, LLC History No change 37 0 0 0.0% Q1 2026 Jun 02, 2026
Blue Trust, Inc. History No change 20 0 0 0.0% Q1 2026 Apr 20, 2026
YANKCOM Partnership History No change 94 0 0 0.0% Q1 2026 Apr 20, 2026
Dogwood Wealth Management LLC History No change 27 0 0 0.0% Q1 2026 May 12, 2026