MBX Biosciences, Inc. - MBX

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
Frazier Life Sciences Management, L.P. History No change 6,652,013 198,562 5.11% 5.64% 1 0 0.0% Q1 2026 May 15, 2026
ORBIMED ADVISORS LLC History Reduced 3,637,887 108,590 2.15% 2.53% 2 -297,316 -7.56% Q1 2026 May 15, 2026
NEA Management Company, LLC History No change 3,614,486 107,892 6.13% 5.81% 3 0 0.0% Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 3,191,824 95,275 0.02% 0.02% 4 -158,137 -4.72% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 2,941,406 87,800 0.0% 0.0% 5 +21,650 0.74% Q1 2026 May 13, 2026
FMR LLC History Added to 2,936,684 87,660 0.0% 0.0% 6 +2,920,938 18550.35% Q1 2026 May 15, 2026
Deep Track Capital, LP History Reduced 2,757,569 82,313 1.34% 1.83% 7 -492,221 -15.15% Q1 2026 May 15, 2026
NVP Associates, LLC History No change 2,136,335 63,769 36.2% 26.4% 8 0 0.0% Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 1,817,811 57,333 0.0% 0.0% 9 0 0.0% Q4 2025 Jan 29, 2026
Polar Capital Holdings Plc History New 1,622,186 48,422 0.17% 10 +1,622,186 New Q1 2026 May 15, 2026
BRAIDWELL LP History Added to 1,492,467 44,550 1.49% 1.03% 11 +473,867 46.52% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,477,592 44,106 0.0% 12 +1,477,592 New Q1 2026 May 15, 2026
Aaron Wealth Advisors LLC History Added to 1,168,176 34,870 1.98% 0.12% 13 +1,098,176 1568.82% Q1 2026 Apr 21, 2026
Cormorant Asset Management, LP History No change 1,120,000 33,432 1.68% 1.63% 14 0 0.0% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 1,029,007 30,717 0.0% 0.0% 15 +188,501 22.43% Q1 2026 May 15, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Reduced 1,018,212 30,393 0.22% 0.3% 16 -389,947 -27.69% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 968,033 28,895 0.0% 0.0% 17 +132,676 15.88% Q1 2026 May 15, 2026
Kynam Capital Management, LP History No change 934,799 27,903 1.72% 1.88% 18 0 0.0% Q1 2026 May 15, 2026
Woodline Partners LP History Reduced 900,063 26,866 0.1% 0.12% 19 -100,000 -10.0% Q1 2026 May 15, 2026
EVENTIDE ASSET MANAGEMENT, LLC History No change 890,000 26,566 0.44% 0.44% 20 0 0.0% Q1 2026 May 15, 2026
Caligan Partners LP History New 848,590 25,330 1.69% 21 +848,590 New Q1 2026 May 15, 2026
Parkman Healthcare Partners LLC History Reduced 800,037 23,881 2.46% 2.66% 22 -85,602 -9.67% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 787,208 23,498 0.0% 0.0% 23 +114,468 17.02% Q1 2026 May 15, 2026
EcoR1 Capital, LLC History Reduced 777,000 23,193 0.98% 3.04% 24 -1,346,604 -63.41% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 670,385 20,015 0.0% 0.0% 25 +20,994 3.23% Q1 2026 May 15, 2026
TCG Crossover Management, LLC History No change 650,000 19,402 0.56% 0.68% 26 0 0.0% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 564,415 16,847 0.01% 0.01% 27 +102,366 22.15% Q1 2026 May 15, 2026
STEMPOINT CAPITAL LP History Added to 499,469 14,909 2.9% 0.42% 28 +420,916 535.84% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 457,945 13,669 0.0% 0.0% 29 +126,007 37.96% Q1 2026 May 15, 2026
UBS Group AG History Added to 346,914 10,355 0.0% 0.0% 30 +65,702 23.36% Q1 2026 May 05, 2026
Candriam S.C.A. History New 294,374 8,787 0.05% 31 +294,374 New Q1 2026 Apr 30, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 293,295 8,754 0.0% 32 +293,295 New Q1 2026 May 08, 2026
D. E. Shaw & Co., Inc. History Reduced 288,889 8,623 0.01% 0.01% 33 -382,949 -57.0% Q1 2026 May 15, 2026
Rock Springs Capital Management LP History Added to 287,967 8,595 0.51% 0.46% 34 +5,343 1.89% Q1 2026 May 15, 2026
Opaleye Management Inc. History No change 260,000 7,761 1.02% 1.08% 35 0 0.0% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 214,908 6,415 0.0% 0.0% 36 -7,272 -3.27% Q1 2026 May 15, 2026
Elmind Capital, LP History No change 211,000 6,298 1.79% 1.96% 37 0 0.0% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 210,575 6,285 0.0% 0.0% 38 +19,694 10.32% Q1 2026 May 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 208,049 6,210 0.08% 39 +208,049 New Q1 2026 May 15, 2026
Soleus Capital Management, L.P. History Reduced 178,897 5,340 0.22% 0.48% 40 -230,003 -56.25% Q1 2026 May 14, 2026
DAFNA Capital Management LLC History Added to 175,465 5,237 1.19% 1.21% 41 +10,200 6.17% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 170,154 5,079 0.0% 42 +170,154 New Q1 2026 May 08, 2026
Goelzer Investment Management, Inc. History Reduced 164,172 4,900 0.24% 0.32% 43 -57,500 -25.94% Q1 2026 Apr 09, 2026
Affinity Asset Advisors, LLC History Reduced 150,000 4,477 0.23% 0.45% 44 -100,000 -40.0% Q1 2026 May 14, 2026
Tetragon Partners GP Ltd History Added to 145,480 4,342 0.84% 0.95% 45 +2,153 1.5% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 147,057 3,958 0.0% 0.0% 46 +132,412 904.14% Q1 2026 May 13, 2026
Schonfeld Strategic Advisors LLC History Reduced 123,814 3,695 0.03% 0.02% 47 -43,311 -25.92% Q1 2026 May 15, 2026
KVP Capital Advisors, LP History No change 121,524 3,627 2.71% 3.71% 48 0 0.0% Q1 2026 May 13, 2026
TD ASSET MANAGEMENT INC History Added to 115,998 3,462 0.0% 0.0% 49 +14,548 14.34% Q1 2026 May 11, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 115,075 3,434 0.0% 0.01% 50 -23,496 -16.96% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 102,387 3,056 0.0% 0.0% 51 -252,041 -71.11% Q1 2026 May 15, 2026
Burkehill Global Management, LP History No change 100,000 2,985 0.15% 0.21% 52 0 0.0% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Added to 97,215 2,901 0.0% 0.0% 53 +50,513 108.16% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 90,634 2,705 0.0% 0.0% 54 +21,083 30.31% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 81,792 2,441 0.0% 0.0% 55 +6,227 8.24% Q1 2026 Apr 30, 2026
Bank of New York Mellon Corp History Added to 80,222 2,394 0.0% 0.0% 56 +4,960 6.59% Q1 2026 May 05, 2026
PFM Health Sciences, LP History Reduced 71,894 2,146 0.2% 0.25% 57 -7,416 -9.35% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History New 71,028 2,120 0.0% 58 +71,028 New Q1 2026 May 15, 2026
MARSHALL WACE, LLP History New 62,703 1,871 0.0% 59 +62,703 New Q1 2026 May 14, 2026
XTX Topco Ltd History Added to 53,210 1,588 0.03% 0.02% 60 +33,071 164.21% Q1 2026 May 15, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 57,322 1,543 0.0% 0.0% 61 -16,414 -22.26% Q1 2026 May 14, 2026
DIMENSIONAL FUND ADVISORS LP History New 46,753 1,395 0.0% 62 +46,753 New Q1 2026 May 07, 2026
Swiss National Bank History New 44,400 1,325 0.0% 63 +44,400 New Q1 2026 May 07, 2026
PLATINUM INVESTMENT MANAGEMENT LTD History No change 43,597 1,301 0.33% 0.32% 64 0 0.0% Q1 2026 May 13, 2026
JANE STREET GROUP, LLC History Reduced 41,800 1,247 0.0% 0.0% 65 -61,281 -59.45% Q1 2026 May 12, 2026
ALPS ADVISORS INC History Reduced 36,550 1,091 0.01% 0.01% 66 -322 -0.87% Q1 2026 May 08, 2026
ALGERT GLOBAL LLC History New 36,020 1,075 0.02% 67 +36,020 New Q1 2026 May 14, 2026
Creative Planning History Added to 35,970 1,073 0.0% 0.0% 68 +2,319 6.89% Q1 2026 May 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 34,264 1,022 0.01% 69 +34,264 New Q1 2026 Apr 14, 2026
RHUMBLINE ADVISERS History Added to 33,871 1,011 0.0% 0.0% 70 +451 1.35% Q1 2026 May 12, 2026
ALLIANCEBERNSTEIN L.P. History Added to 30,500 961 0.0% 0.0% 71 +2,600 9.32% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 31,562 942 0.0% 0.0% 72 -27,464 -46.53% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 28,750 858 0.0% 0.0% 73 -9,144 -24.13% Q1 2026 May 15, 2026
ExodusPoint Capital Management, LP History Reduced 28,087 838 0.01% 0.01% 74 -28,918 -50.73% Q1 2026 May 14, 2026
Invesco Ltd. History Added to 27,525 821 0.0% 0.0% 75 +6,322 29.82% Q1 2026 May 12, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 27,387 817 0.0% 0.0% 76 -4,022 -12.81% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 22,950 685 0.0% 0.0% 77 +2,923 14.6% Q1 2026 May 06, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 22,765 679 0.0% 0.0% 78 +21,011 1197.89% Q1 2026 May 15, 2026
Swiss Life Asset Management Ltd History New 12,130 657 0.0% 79 +12,130 New Q1 2026 May 14, 2026
Cerity Partners LLC History Reduced 21,163 631 0.0% 0.0% 80 -160 -0.75% Q1 2026 May 15, 2026
Legal & General Group Plc History Added to 19,358 577 0.0% 0.0% 81 +16,819 662.43% Q1 2026 May 08, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 19,262 574 0.0% 82 +19,262 New Q1 2026 May 15, 2026
Koa Wealth Management, LLC History Reduced 17,913 534 0.39% 0.4% 83 -500 -2.72% Q1 2026 Apr 29, 2026
Engineers Gate Manager LP History New 17,380 518 0.01% 84 +17,380 New Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Reduced 17,187 513 0.0% 0.0% 85 -6,026 -25.96% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 16,028 478 0.0% 87 +16,028 New Q1 2026 May 08, 2026
MetLife Investment Management, LLC History No change 16,018 478 0.0% 0.0% 86 0 0.0% Q1 2026 May 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 14,752 440 0.0% 88 +14,752 New Q1 2026 May 08, 2026
Optimize Financial Inc History New 14,508 433 0.21% 89 +14,508 New Q1 2026 May 12, 2026
CITIGROUP INC History Reduced 13,499 402 0.0% 0.0% 90 -2,892 -17.64% Q1 2026 May 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 13,325 397 0.0% 0.0% 91 +67 0.51% Q1 2026 May 15, 2026
Jump Financial, LLC History New 12,700 379 0.01% 92 +12,700 New Q1 2026 May 14, 2026
BARCLAYS PLC History Reduced 11,838 353 0.0% 0.0% 93 -40,853 -77.53% Q1 2026 May 14, 2026
HighVista Strategies LLC History New 11,472 342 0.09% 94 +11,472 New Q1 2026 May 15, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 10,900 325 0.0% 0.0% 95 -700 -6.03% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 10,762 321 0.0% 0.0% 96 -21,169 -66.3% Q1 2026 May 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 10,384 309 0.0% 0.0% 97 +3,600 53.07% Q1 2026 May 12, 2026
JANUS HENDERSON GROUP PLC History New 10,300 308 0.0% 98 +10,300 New Q1 2026 May 18, 2026
Verition Fund Management LLC History Reduced 10,222 305 0.0% 0.01% 99 -47,353 -82.25% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History New 10,155 303 0.01% 100 +10,155 New Q1 2026 May 15, 2026
Virtus Investment Advisers, LLC History Added to 9,131 272 0.08% 0.08% 101 +221 2.48% Q1 2026 May 14, 2026
ACT CAPITAL MANAGEMENT, LLC History New 9,000 268 0.21% 104 +9,000 New Q1 2026 May 08, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 9,000 268 0.0% 0.0% 103 +4,700 109.3% Q1 2026 May 06, 2026
SEI INVESTMENTS CO History Added to 8,989 268 0.0% 0.0% 102 +1,332 17.4% Q1 2026 May 13, 2026
Tidal Investments LLC History New 8,877 264 0.0% 105 +8,877 New Q1 2026 May 15, 2026
TEMA ETFS LLC History New 8,877 264 0.02% 106 +8,877 New Q1 2026 Apr 15, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 8,823 262 0.0% 0.0% 107 -39,791 -81.85% Q1 2026 May 13, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 8,726 260 0.0% 0.0% 108 -3,510 -28.69% Q1 2026 May 15, 2026
PROFUND ADVISORS LLC History Reduced 8,388 250 0.01% 0.01% 109 -826 -8.96% Q1 2026 Apr 24, 2026
Orion Porfolio Solutions, LLC History New 7,951 237 0.0% 111 +7,951 New Q1 2026 May 13, 2026
China Universal Asset Management Co., Ltd. History Reduced 7,968 237 0.02% 0.04% 110 -7,349 -47.98% Q1 2026 Apr 27, 2026
State of New Jersey Common Pension Fund D History New 7,673 229 0.0% 112 +7,673 New Q1 2026 May 05, 2026
Police & Firemen's Retirement System of New Jersey History No change 7,520 224 0.0% 0.0% 113 0 0.0% Q1 2026 Apr 29, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 7,500 223 0.0% 0.01% 114 -2,500 -25.0% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 7,238 216 0.0% 0.0% 115 +7,138 7138.0% Q1 2026 May 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 6,844 204 0.0% 0.0% 116 -14 -0.2% Q1 2026 May 08, 2026
GROUP ONE TRADING LLC History Reduced 6,251 186 0.0% 0.0% 117 -3,177 -33.7% Q1 2026 May 13, 2026
Vanguard Investments Australia, Ltd. History New 6,103 182 0.0% 118 +6,103 New Q1 2026 May 08, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 5,600 167 0.0% 0.0% 119 -4,760 -45.95% Q1 2026 May 08, 2026
KLP KAPITALFORVALTNING AS History New 4,900 146 0.0% 120 +4,900 New Q1 2026 Apr 29, 2026
Russell Investments Group, Ltd. History Added to 3,856 115 0.0% 0.0% 121 +1,000 35.01% Q1 2026 May 08, 2026
SG Americas Securities, LLC History Reduced 3,386 101 0.0% 0.0% 122 -1,379 -28.94% Q1 2026 Apr 16, 2026
Rockefeller Capital Management L.P. History Added to 3,224 96 0.0% 0.0% 123 +224 7.47% Q1 2026 May 14, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 2,342 69 0.0% 0.0% 125 +160 7.33% Q1 2026 May 04, 2026
Ameritas Investment Partners, Inc. History No change 2,312 69 0.0% 0.0% 124 0 0.0% Q1 2026 May 13, 2026
Cygnus Capital Advisors, LLC History No change 1,800 54 0.04% 0.04% 126 0 0.0% Q1 2026 May 12, 2026
CWM, LLC History Reduced 1,772 52 0.0% 0.0% 127 -12 -0.67% Q1 2026 May 14, 2026
STRS OHIO History Added to 1,600 47 0.0% 0.0% 128 +900 128.57% Q1 2026 Apr 24, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,592 47 0.0% 0.0% 129 0 0.0% Q1 2026 Apr 30, 2026
Tower Research Capital LLC (TRC) History Reduced 1,411 42 0.0% 0.0% 130 -2,005 -58.69% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Reduced 1,307 39 0.0% 0.0% 131 -7,618 -85.36% Q1 2026 May 14, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 1,009 30 0.0% 0.0% 132 +127 14.4% Q1 2026 Apr 15, 2026
Sterling Capital Management LLC History Reduced 949 28 0.0% 0.0% 133 -692 -42.17% Q1 2026 Apr 22, 2026
KBC Group NV History New 810 24 0.0% 134 +810 New Q1 2026 May 07, 2026
ROYAL BANK OF CANADA History Reduced 751 22 0.0% 0.0% 135 -781 -50.98% Q1 2026 May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History New 470 14 0.0% 136 +470 New Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 269 8 0.0% 0.0% 138 -77,332 -99.65% Q1 2026 May 15, 2026
US BANCORP \DE\ History Reduced 284 8 0.0% 0.0% 137 -28 -8.97% Q1 2026 May 14, 2026
GAMMA Investing LLC History No change 299 8 0.0% 0.0% 139 0 0.0% Q1 2026 Apr 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 207 6 0.0% 0.0% 140 +11 5.61% Q1 2026 May 08, 2026
FIL Ltd History New 178 5 0.0% 142 +178 New Q1 2026 May 15, 2026
SIGNATUREFD, LLC History No change 179 5 0.0% 0.0% 141 0 0.0% Q1 2026 Apr 07, 2026
Physician Wealth Advisors, Inc. History No change 109 3 0.0% 0.0% 143 0 0.0% Q1 2026 Apr 24, 2026
Allworth Financial LP History Added to 70 2 0.0% 0.0% 145 +18 34.62% Q1 2026 May 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 80 2 0.0% 0.0% 144 0 0.0% Q1 2026 May 15, 2026
Larson Financial Group LLC History New 49 1 0.0% 148 +49 New Q1 2026 May 15, 2026
Parallel Advisors, LLC History No change 61 1 0.0% 0.0% 146 0 0.0% Q1 2026 Jun 02, 2026
Cornerstone Financial Management LLC History No change 34 1 0.0% 0.0% 147 0 0.0% Q1 2026 May 08, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.02% -680,609 -100.0% Q1 2026 May 15, 2026
Trails Edge Capital Partners, LP History Closed out 0 0 2.46% -315,158 -100.0% Q1 2026 May 15, 2026
683 Capital Management, LLC History Closed out 0 0 0.22% -158,800 -100.0% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -119,726 -100.0% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -32,644 -100.0% Q1 2026 May 14, 2026
Brevan Howard Capital Management LP History Closed out 0 0 0.01% -25,663 -100.0% Q1 2026 May 15, 2026
Caption Management, LLC History Closed out 0 0 0.01% -25,100 -100.0% Q1 2026 May 15, 2026
Trexquant Investment LP History Closed out 0 0 0.01% -24,268 -100.0% Q1 2026 May 15, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.12% -23,820 -100.0% Q1 2026 May 12, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.05% -19,295 -100.0% Q1 2026 May 08, 2026
Seven Fleet Capital Management LP History Closed out 0 0 0.39% -18,200 -100.0% Q1 2026 Jun 04, 2026
Graham Capital Management, L.P. History Closed out 0 0 0.01% -11,254 -100.0% Q1 2026 May 15, 2026
Rafferty Asset Management, LLC History Closed out 0 0 0.0% -8,113 -100.0% Q1 2026 May 15, 2026
ProShare Advisors LLC History Closed out 0 0 0.0% -7,187 -100.0% Q1 2026 Apr 24, 2026
AXQ CAPITAL, LP History Closed out 0 0 0.05% -6,463 -100.0% Q1 2026 May 13, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -895 -100.0% Q1 2026 May 08, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.0% -265 -100.0% Q1 2026 May 13, 2026
Daiwa Securities Group Inc. History Closed out 0 0 0.0% -150 -100.0% Q1 2026 May 13, 2026
Versant Capital Management, Inc History New 24 0 +24 New Q1 2026 Apr 06, 2026
Fortitude Family Office, LLC History New 19 0 +19 New Q1 2026 Apr 15, 2026
Keating Financial Advisory Services, Inc. History New 16 0 +16 New Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Closed out 0 0 -9 -100.0% Q1 2026 Apr 27, 2026
MAI Capital Management History New 7 0 +7 New Q1 2026 May 15, 2026
Covestor Ltd History New 3 0 +3 New Q1 2026 May 05, 2026
Farther Finance Advisors, LLC History Reduced 9 0 -1 -10.0% Q1 2026 Apr 07, 2026
ROTHSCHILD INVESTMENT LLC History No change 24 0 0 0.0% Q1 2026 May 07, 2026
IFP Advisors, Inc History No change 1 0 0 0.0% Q1 2026 Apr 13, 2026
EverSource Wealth Advisors, LLC History No change 25 0 0 0.0% Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 19 0 0 0.0% Q4 2025 Feb 06, 2026
True Wealth Design, LLC History No change 2 0 0 0.0% Q1 2026 Apr 13, 2026
Essential Partners LLC History No change 15 0 0 0.0% Q1 2026 May 21, 2026