Larimar Therapeutics, Inc. - LRMR

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
DEERFIELD MANAGEMENT COMPANY, L.P. History Added to 35,606,974 160,231 1.89% 1.49% 1 +5,000,000 16.34% Q1 2026 May 15, 2026
Blue Owl Capital Holdings LP History Added to 7,120,007 32,040 8.61% 8.02% 2 +296,317 4.34% Q1 2026 May 14, 2026
BlackRock, Inc. History Added to 3,752,200 16,884 0.0% 0.0% 3 +70,597 1.92% Q1 2026 May 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 3,625,278 16,313 0.01% 0.01% 4 -1,581,086 -30.37% Q1 2026 May 15, 2026
AIGH Capital Management LLC History Added to 3,000,000 13,500 1.84% 1.84% 5 +1,000,000 50.0% Q1 2026 Apr 30, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Added to 2,934,399 13,204 0.1% 0.01% 6 +2,398,935 448.01% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,866,349 12,898 0.0% 7 +2,866,349 New Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 3,046,216 11,606 0.0% 0.0% 8 0 0.0% Q4 2025 Jan 29, 2026
DAFNA Capital Management LLC History Added to 2,029,164 9,131 2.08% 0.83% 9 +1,090,000 116.06% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 1,651,585 7,432 0.0% 0.0% 10 +304,370 22.59% Q1 2026 May 15, 2026
RTW INVESTMENTS, LP History Reduced 1,500,000 6,750 0.07% 0.12% 11 -1,625,000 -52.0% Q1 2026 May 15, 2026
Deep Track Capital, LP History New 1,500,000 6,750 0.11% 12 +1,500,000 New Q1 2026 May 15, 2026
Woodline Partners LP History Added to 1,400,850 6,303 0.02% 0.01% 13 +600,000 74.92% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,108,761 4,990 0.0% 0.0% 14 +15,438 1.41% Q1 2026 May 15, 2026
Soleus Capital Management, L.P. History New 1,066,960 4,801 0.19% 15 +1,066,960 New Q1 2026 May 14, 2026
Point72 Asset Management, L.P. History Reduced 1,047,385 4,713 0.01% 0.01% 16 -413,643 -28.31% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History New 933,464 4,200 0.0% 17 +933,464 New Q1 2026 May 14, 2026
STATE STREET CORP History Reduced 911,326 4,100 0.0% 0.0% 18 -599 -0.07% Q1 2026 May 15, 2026
Gem Investment Advisors, LLC History Added to 854,230 3,844 3.78% 1.01% 19 +573,370 204.15% Q1 2026 May 14, 2026
Qube Research & Technologies Ltd History New 847,644 3,814 0.0% 20 +847,644 New Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 817,517 3,678 0.0% 0.0% 21 +315,266 62.77% Q1 2026 May 15, 2026
Caption Management, LLC History Added to 799,224 3,596 0.02% 0.01% 22 +383,930 92.45% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 798,462 3,591 0.0% 0.0% 23 +470,968 143.81% Q1 2026 May 07, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 739,942 3,329 0.01% 0.0% 24 +442,676 148.92% Q1 2026 May 14, 2026
Nuveen, LLC History Added to 674,915 3,037 0.0% 0.0% 25 +569,733 541.66% Q1 2026 Apr 30, 2026
JANE STREET GROUP, LLC History Reduced 657,207 2,957 0.0% 0.0% 26 -21,735 -3.2% Q1 2026 May 12, 2026
Alyeska Investment Group, L.P. History Reduced 617,211 2,777 0.01% 0.01% 27 -310,610 -33.48% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 600,132 2,700 0.0% 0.0% 28 -784,118 -56.65% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Added to 575,624 2,590 0.0% 0.0% 29 +138,225 31.6% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 487,660 2,194 0.0% 0.0% 30 +90,477 22.78% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 475,612 2,140 0.0% 0.0% 31 +180,429 61.12% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 420,813 1,893 0.0% 0.0% 32 +284,830 209.46% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 406,558 1,829 0.0% 33 +406,558 New Q1 2026 May 08, 2026
SummitTX Capital, L.P. History New 379,765 1,708 0.05% 34 +379,765 New Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 376,503 1,694 0.0% 0.0% 35 +19,728 5.53% Q1 2026 May 14, 2026
JPMORGAN CHASE & CO History Added to 331,818 1,430 0.0% 0.0% 36 +306,954 1234.53% Q1 2026 May 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History New 300,000 1,350 0.0% 37 +300,000 New Q1 2026 May 15, 2026
Burkehill Global Management, LP History New 300,000 1,350 0.07% 38 +300,000 New Q1 2026 May 15, 2026
Jump Financial, LLC History Added to 299,700 1,348 0.02% 0.0% 39 +203,626 211.95% Q1 2026 May 14, 2026
Hudson Bay Capital Management LP History New 292,250 1,315 0.0% 40 +292,250 New Q1 2026 May 13, 2026
VANGUARD FIDUCIARY TRUST CO History New 289,632 1,303 0.0% 41 +289,632 New Q1 2026 May 08, 2026
Seven Fleet Capital Management LP History New 256,585 1,154 0.36% 42 +256,585 New Q1 2026 Jun 04, 2026
Cerity Partners LLC History Added to 247,912 1,115 0.0% 0.0% 43 +13,175 5.61% Q1 2026 May 15, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 169,144 761 0.0% 44 +169,144 New Q1 2026 May 15, 2026
DIADEMA PARTNERS LP History New 166,637 749 0.13% 45 +166,637 New Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 145,342 654 0.0% 0.0% 46 -16,771 -10.35% Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History New 136,530 614 0.0% 47 +136,530 New Q1 2026 May 15, 2026
SEVEN GRAND MANAGERS, LLC History New 125,000 562 0.04% 48 +125,000 New Q1 2026 May 06, 2026
HRT FINANCIAL LP History New 121,885 548 0.0% 49 +121,885 New Q1 2026 May 14, 2026
IEQ CAPITAL, LLC History Added to 114,038 513 0.0% 0.0% 50 +64,888 132.02% Q1 2026 May 14, 2026
Bank of New York Mellon Corp History Reduced 107,331 482 0.0% 0.0% 51 -8,597 -7.42% Q1 2026 May 05, 2026
DEUTSCHE BANK AG\ History Added to 93,132 419 0.0% 0.0% 52 +58,742 170.81% Q1 2026 May 06, 2026
Marex Group plc History Reduced 82,000 369 0.0% 0.01% 53 -230,000 -73.72% Q1 2026 May 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 77,636 349 0.0% 0.0% 54 +2,095 2.77% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 89,124 339 0.0% 0.0% 55 0 0.0% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 69,087 310 0.0% 0.0% 56 +48,017 227.89% Q1 2026 May 11, 2026
Creative Planning History Added to 65,037 292 0.0% 0.0% 57 +29,419 82.6% Q1 2026 May 12, 2026
CWM, LLC History Added to 64,126 288 0.0% 0.0% 58 +31,495 96.52% Q1 2026 May 14, 2026
FMR LLC History Added to 63,570 286 0.0% 0.0% 59 +50,690 393.56% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History No change 74,530 283 0.0% 0.0% 60 0 0.0% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 62,685 282 0.0% 0.0% 61 -880 -1.38% Q1 2026 May 12, 2026
FEDERATED HERMES, INC. History Reduced 61,350 276 0.0% 0.0% 62 -297,557 -82.91% Q1 2026 May 11, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 59,700 268 0.0% 0.0% 63 -34,300 -36.49% Q1 2026 May 15, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 59,481 265 0.0% 0.0% 64 -5,189 -8.02% Q1 2026 May 13, 2026
CIBC WORLD MARKET INC. History New 53,000 238 0.0% 66 +53,000 New Q1 2026 May 14, 2026
AXQ CAPITAL, LP History Added to 52,973 238 0.03% 0.02% 65 +35,318 200.05% Q1 2026 May 13, 2026
ADAR1 Capital Management, LLC History Reduced 52,745 237 0.01% 0.05% 67 -132,944 -71.59% Q1 2026 May 15, 2026
Virtu Financial LLC History New 51,791 233 0.01% 68 +51,791 New Q1 2026 May 14, 2026
Vanguard Global Advisers, LLC History New 51,045 229 0.0% 69 +51,045 New Q1 2026 May 08, 2026
BANK OF AMERICA CORP /DE/ History Added to 47,359 213 0.0% 0.0% 70 +6,886 17.01% Q1 2026 May 15, 2026
EntryPoint Capital, LLC History Reduced 44,479 200 0.06% 0.08% 71 -8,842 -16.58% Q1 2026 May 14, 2026
INCEPTIONR LLC History New 44,006 198 0.05% 72 +44,006 New Q1 2026 May 14, 2026
Persistent Asset Partners Ltd History New 42,124 189 0.07% 73 +42,124 New Q1 2026 May 12, 2026
Next Level Private LLC History No change 41,700 187 0.04% 0.04% 74 0 0.0% Q1 2026 Apr 23, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 41,216 185 0.0% 0.01% 75 -70,000 -62.94% Q1 2026 May 15, 2026
HighTower Advisors, LLC History New 38,465 173 0.0% 76 +38,465 New Q1 2026 May 05, 2026
Schonfeld Strategic Advisors LLC History Reduced 38,090 171 0.0% 0.0% 77 -23,669 -38.32% Q1 2026 May 15, 2026
CITIGROUP INC History Added to 36,107 162 0.0% 0.0% 78 +29,619 456.52% Q1 2026 May 11, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 35,883 161 0.0% 0.0% 79 +47 0.13% Q1 2026 Apr 15, 2026
Ethic Inc. History Reduced 35,451 159 0.0% 0.0% 80 -32,651 -47.94% Q1 2026 Apr 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 32,799 157 0.0% 0.0% 82 +17,185 110.06% Q1 2026 Apr 08, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 34,768 157 0.0% 0.0% 81 +5,760 19.86% Q1 2026 May 15, 2026
Graham Capital Management, L.P. History Reduced 34,438 154 0.0% 0.0% 83 -7,817 -18.5% Q1 2026 May 15, 2026
J. Goldman & Co LP History Reduced 33,756 151 0.0% 0.0% 84 -6,744 -16.65% Q1 2026 May 15, 2026
Velan Capital Investment Management LP History No change 33,000 148 0.09% 0.07% 85 0 0.0% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History New 32,793 147 0.0% 86 +32,793 New Q1 2026 May 13, 2026
Mariner, LLC History New 31,645 142 0.0% 87 +31,645 New Q1 2026 May 13, 2026
Caitong International Asset Management Co., Ltd History Added to 31,347 141 0.03% 0.0% 88 +28,971 1219.32% Q1 2026 May 11, 2026
XTX Topco Ltd History Reduced 30,884 138 0.0% 0.01% 89 -88,054 -74.03% Q1 2026 May 15, 2026
UBS Group AG History Reduced 29,699 133 0.0% 0.0% 90 -84,881 -74.08% Q1 2026 May 05, 2026
Fi3 FINANCIAL ADVISORS, LLC History Added to 29,493 132 0.04% 0.03% 91 +171 0.58% Q1 2026 May 07, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 28,796 129 0.0% 92 +28,796 New Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Added to 26,668 120 0.0% 0.0% 93 +13,071 96.13% Q1 2026 May 14, 2026
ExodusPoint Capital Management, LP History Reduced 26,445 119 0.0% 0.01% 94 -317,801 -92.32% Q1 2026 May 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 24,782 111 0.0% 0.0% 95 +1,934 8.46% Q1 2026 Apr 27, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 24,565 110 0.01% 96 +24,565 New Q1 2026 May 12, 2026
Dynamic Technology Lab Private Ltd History New 24,009 108 0.02% 97 +24,009 New Q1 2026 May 15, 2026
Headlands Technologies LLC History New 22,925 103 0.01% 99 +22,925 New Q1 2026 May 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 23,091 103 0.0% 0.0% 98 +544 2.41% Q1 2026 May 15, 2026
STRS OHIO History Added to 21,700 97 0.0% 0.0% 100 +13,800 174.68% Q1 2026 Apr 24, 2026
FRED ALGER MANAGEMENT, LLC History New 21,267 95 0.0% 101 +21,267 New Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 20,228 91 0.0% 0.0% 102 -36,669 -64.45% Q1 2026 May 11, 2026
Walleye Trading LLC History Reduced 20,000 90 0.0% 0.0% 103 -5,000 -20.0% Q1 2026 May 08, 2026
Invesco Ltd. History Added to 19,647 88 0.0% 0.0% 104 +1,246 6.77% Q1 2026 May 12, 2026
China Universal Asset Management Co., Ltd. History Added to 19,270 86 0.01% 0.0% 105 +5,323 38.17% Q1 2026 Apr 27, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 18,022 81 0.0% 106 +18,022 New Q1 2026 May 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 17,084 76 0.0% 107 +17,084 New Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 16,373 73 0.0% 0.0% 108 -62,097 -79.13% Q1 2026 May 14, 2026
SEI INVESTMENTS CO History Added to 16,336 73 0.0% 0.0% 109 +5,763 54.51% Q1 2026 May 13, 2026
Cherry Tree Wealth Management, LLC History No change 15,264 68 0.01% 0.01% 110 0 0.0% Q1 2026 May 05, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 14,529 65 0.0% 0.0% 111 -6,439 -30.71% Q1 2026 May 08, 2026
Police & Firemen's Retirement System of New Jersey History No change 13,726 61 0.0% 0.0% 112 0 0.0% Q1 2026 Apr 29, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 13,445 60 0.0% 0.0% 113 -2,507 -15.72% Q1 2026 May 15, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History New 13,065 58 0.0% 115 +13,065 New Q1 2026 May 14, 2026
nVerses Capital, LLC History New 13,004 58 0.05% 116 +13,004 New Q1 2026 May 13, 2026
Keystone Financial Group History No change 13,000 58 0.0% 0.0% 114 0 0.0% Q1 2026 May 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 12,226 55 0.0% 0.0% 117 -327 -2.6% Q1 2026 May 12, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 12,154 54 0.02% 0.02% 118 -2,285 -15.83% Q1 2026 Apr 28, 2026
ProShare Advisors LLC History Reduced 11,700 52 0.0% 0.0% 119 -923 -7.31% Q1 2026 Apr 24, 2026
Vanguard Personalized Indexing Management, LLC History New 11,142 50 0.0% 121 +11,142 New Q1 2026 May 14, 2026
Pallas Capital Advisors LLC History Added to 11,162 50 0.0% 0.0% 120 +994 9.78% Q1 2026 Apr 21, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 10,867 48 0.0% 0.0% 122 0 0.0% Q1 2026 May 15, 2026
FOX RUN MANAGEMENT, L.L.C. History New 11,119 47 0.01% 123 +11,119 New Q1 2026 May 12, 2026
TWO SIGMA SECURITIES, LLC History Reduced 10,400 46 0.01% 0.01% 124 -1,992 -16.07% Q1 2026 May 15, 2026
OPPENHEIMER & CO INC History No change 10,000 45 0.0% 0.0% 125 0 0.0% Q1 2026 Apr 23, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 6,903 31 0.0% 0.0% 126 +5,265 321.43% Q1 2026 Apr 30, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 6,619 29 0.0% 0.0% 127 0 0.0% Q1 2026 May 06, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 5,664 25 0.0% 0.0% 128 +1,505 36.19% Q1 2026 May 04, 2026
Essential Partners LLC History Added to 5,230 23 0.01% 0.0% 129 +3,719 246.13% Q1 2026 May 21, 2026
Solstein Capital, LLC History No change 4,477 20 0.01% 0.01% 130 0 0.0% Q1 2026 May 14, 2026
Ameritas Investment Partners, Inc. History No change 4,121 18 0.0% 0.0% 131 0 0.0% Q1 2026 May 13, 2026
Tower Research Capital LLC (TRC) History Reduced 3,745 16 0.0% 0.0% 133 -2,787 -42.67% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Reduced 3,589 16 0.0% 0.0% 134 -2,328 -39.34% Q1 2026 May 08, 2026
Legal & General Group Plc History Reduced 3,691 16 0.0% 0.0% 132 -1,163 -23.96% Q1 2026 May 08, 2026
Farther Finance Advisors, LLC History Added to 3,106 14 0.0% 0.0% 135 +106 3.53% Q1 2026 Apr 07, 2026
GAMMA Investing LLC History Added to 2,722 12 0.0% 0.0% 136 +1,507 124.03% Q1 2026 Apr 06, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 2,631 11 0.0% 0.0% 137 -361 -12.07% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Added to 1,959 8 0.0% 139 +1,811 1223.65% Q1 2026 May 14, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 1,910 8 0.0% 0.0% 140 +230 13.69% Q1 2026 Apr 15, 2026
QUADRANT CAPITAL GROUP LLC History Added to 1,976 8 0.0% 0.0% 138 +223 12.72% Q1 2026 May 13, 2026
Root Financial Partners, LLC History New 1,631 7 0.0% 143 +1,631 New Q1 2026 Apr 24, 2026
Sterling Capital Management LLC History Reduced 1,563 7 0.0% 0.0% 141 -1,239 -44.22% Q1 2026 Apr 22, 2026
EverSource Wealth Advisors, LLC History Added to 1,706 7 0.0% 0.0% 142 +874 105.05% Q1 2026 May 15, 2026
Allworth Financial LP History Added to 1,522 6 0.0% 145 +1,521 152100.0% Q1 2026 May 14, 2026
Clearstead Advisors, LLC History No change 1,500 6 0.0% 0.0% 144 0 0.0% Q1 2026 May 06, 2026
Global Retirement Partners, LLC History No change 1,673 6 0.0% 0.0% 146 0 0.0% Q4 2025 Feb 06, 2026
US BANCORP \DE\ History No change 1,175 5 0.0% 0.0% 147 0 0.0% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History No change 1,211 5 0.0% 0.0% 148 0 0.0% Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Added to 1,038 4 0.0% 149 +993 2206.67% Q1 2026 Apr 27, 2026
SUMMIT SECURITIES GROUP LLC History New 794 3 0.0% 151 +794 New Q1 2026 Apr 30, 2026
ROYAL BANK OF CANADA History Reduced 757 3 0.0% 0.0% 150 -744 -49.57% Q1 2026 May 15, 2026
MAI Capital Management History Added to 512 2 0.0% 152 +511 51100.0% Q1 2026 May 15, 2026
True Wealth Design, LLC History No change 544 2 0.0% 0.0% 153 0 0.0% Q1 2026 Apr 13, 2026
Quantbot Technologies LP History New 331 1 0.0% 157 +331 New Q1 2026 May 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 287 1 0.0% 154 +163 131.45% Q1 2026 May 07, 2026
Physician Wealth Advisors, Inc. History No change 233 1 0.0% 155 0 0.0% Q1 2026 Apr 24, 2026
Rialto Wealth Management, LLC History No change 260 1 0.0% 156 0 0.0% Q1 2026 May 14, 2026
Verition Fund Management LLC History Closed out 0 0 0.01% -567,683 -100.0% Q1 2026 May 15, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.03% -102,039 -100.0% Q1 2026 May 08, 2026
Quadrature Capital Ltd History Closed out 0 0 0.0% -57,646 -100.0% Q1 2026 May 15, 2026
Pale Fire Capital SE History Closed out 0 0 0.01% -45,218 -100.0% Q1 2026 May 14, 2026
Man Group plc History Closed out 0 0 0.0% -39,225 -100.0% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -30,522 -100.0% Q1 2026 May 14, 2026
Squarepoint Ops LLC History Closed out 0 0 0.0% -30,416 -100.0% Q1 2026 May 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -16,334 -100.0% Q1 2026 May 08, 2026
SG Americas Securities, LLC History Closed out 0 0 0.0% -15,757 -100.0% Q1 2026 Apr 16, 2026
Strategic Advocates LLC History Closed out 0 0 0.0% -2,350 -100.0% Q1 2026 May 15, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -1,527 -100.0% Q1 2026 May 08, 2026
Bell Investment Advisors, Inc History Closed out 0 0 0.0% -773 -100.0% Q1 2026 Apr 17, 2026
Fortitude Family Office, LLC History New 148 0 +148 New Q1 2026 Apr 15, 2026
Arax Advisory Partners History Added to 157 0 +147 1470.0% Q1 2026 May 13, 2026
SIGNATUREFD, LLC History Closed out 0 0 -105 -100.0% Q1 2026 Apr 07, 2026
IFP Advisors, Inc History Reduced 155 0 -60 -27.91% Q1 2026 Apr 13, 2026
SJS Investment Consulting Inc. History New 31 0 +31 New Q1 2026 Apr 23, 2026
Sunbelt Securities, Inc. History Closed out 0 0 -26 -100.0% Q1 2026 May 15, 2026
Wealth Preservation Advisors, LLC History New 10 0 +10 New Q1 2026 May 15, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 2 0 +2 New Q1 2026 May 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 17 0 0 0.0% Q1 2026 May 08, 2026
Parallel Advisors, LLC History No change 193 0 0 0.0% Q1 2026 Jun 02, 2026