MBX Biosciences, Inc. - MBX

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 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
Frazier Life Sciences Management, L.P. History No change 6,652,013 367,191 8.0% 8.0% 1 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 5,322,885 293,823 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 4,977,523 274,759 0.05% 0.05% 3 0 0.0% Q2 2026 Aug 14, 2026
NEA Management Company, LLC History No change 3,614,486 199,519 12.56% 12.56% 4 0 0.0% Q2 2026 Aug 14, 2026
ORBIMED ADVISORS LLC History No change 3,428,736 189,266 3.51% 3.51% 5 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 3,323,672 183,466 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 07, 2026
Paradigm Biocapital Advisors LP History No change 2,508,015 138,442 2.59% 2.59% 7 0 0.0% Q2 2026 Aug 14, 2026
NVP Associates, LLC History No change 2,136,335 117,925 35.93% 35.93% 8 0 0.0% Q2 2026 Aug 07, 2026
Deep Track Capital, LP History No change 1,732,569 95,637 1.39% 1.39% 9 0 0.0% Q2 2026 Aug 14, 2026
Polar Capital Holdings Plc History No change 1,608,514 88,789 0.21% 0.21% 10 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,477,388 81,551 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
Aaron Wealth Advisors LLC History Added to 1,175,771 68,923 3.37% 3.27% 12 +7,972 0.68% Q3 2026 Oct 13, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 1,056,579 58,323 0.34% 0.34% 13 0 0.0% Q2 2026 Aug 14, 2026
Kynam Capital Management, LP History No change 934,799 51,600 2.85% 2.85% 14 0 0.0% Q2 2026 Aug 14, 2026
Woodline Partners LP History No change 900,092 49,685 0.15% 0.15% 15 0 0.0% Q2 2026 Aug 14, 2026
EVENTIDE ASSET MANAGEMENT, LLC History No change 873,492 48,216 0.64% 0.64% 16 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 864,466 47,718 0.0% 0.0% 17 0 0.0% Q2 2026 Sep 22, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 814,807 44,978 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
Parkman Healthcare Partners LLC History No change 800,173 44,169 4.52% 4.52% 19 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 773,072 42,683 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 12, 2026
BRAIDWELL LP History No change 710,880 39,240 1.45% 1.45% 21 0 0.0% Q2 2026 Aug 14, 2026
TCG Crossover Management, LLC History No change 650,000 35,880 0.86% 0.86% 22 0 0.0% Q2 2026 Aug 14, 2026
Cormorant Asset Management, LP History No change 550,000 30,360 1.56% 1.56% 23 0 0.0% Q2 2026 Aug 14, 2026
Soleus Capital Management, L.P. History No change 515,279 28,443 0.98% 0.98% 24 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 459,005 25,337 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 401,885 22,184 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 13, 2026
Caption Management, LLC History No change 400,000 22,080 0.1% 0.1% 27 0 0.0% Q2 2026 Aug 14, 2026
EcoR1 Capital, LLC History No change 388,500 21,445 1.04% 1.04% 28 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 346,717 19,138 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
Candriam S.C.A. History Reduced 281,493 16,561 0.07% 0.07% 30 -8,400 -2.9% Q3 2026 Nov 03, 2026
BANK OF AMERICA CORP /DE/ History No change 298,927 16,500 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
Rock Springs Capital Management LP History No change 298,218 16,461 0.8% 0.8% 32 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 272,747 15,055 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
Opaleye Management Inc. History No change 260,000 14,352 1.3% 1.3% 34 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 252,665 13,947 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 13, 2026
Schonfeld Strategic Advisors LLC History No change 248,670 13,726 0.05% 0.05% 36 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 248,558 13,720 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 232,413 13,624 0.0% 0.0% 38 -1,287 -0.55% Q3 2026 Nov 04, 2026
NORTHERN TRUST CORP History No change 246,678 13,616 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 233,095 12,866 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 226,151 12,483 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
Tetragon Partners GP Ltd History No change 203,543 11,235 1.77% 1.77% 42 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History No change 201,429 11,118 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
Caligan Partners LP History No change 200,000 11,040 0.52% 0.52% 44 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 182,767 10,088 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 152,084 8,395 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 139,611 7,518 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 12, 2026
KVP Capital Advisors, LP History No change 121,524 6,708 4.92% 4.92% 48 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 113,475 6,263 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Burkehill Global Management, LP History No change 100,000 5,520 0.2% 0.2% 50 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 98,733 5,450 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 11, 2026
TD ASSET MANAGEMENT INC History No change 95,598 5,277 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 04, 2026
Elmind Capital, LP History No change 91,000 5,023 1.26% 1.26% 53 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 88,927 4,908 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 06, 2026
PRUDENTIAL FINANCIAL INC History No change 88,045 4,860 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 87,854 4,849 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
Affinity Asset Advisors, LLC History No change 75,000 4,140 0.19% 0.19% 57 0 0.0% Q2 2026 Aug 13, 2026
PFM Health Sciences, LP History No change 70,971 3,917 0.34% 0.34% 58 0 0.0% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 70,353 3,883 0.05% 0.05% 59 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History Added to 63,800 3,739 0.02% 0.01% 60 +15,788 32.88% Q3 2026 Nov 02, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 66,112 3,649 0.0% 0.0% 61 0 0.0% Q2 2026 Sep 09, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 64,893 3,582 0.05% 0.05% 62 0 0.0% Q2 2026 Aug 14, 2026
Rhenman & Partners Asset Management AB History No change 62,000 3,422 0.32% 0.32% 63 0 0.0% Q2 2026 Aug 13, 2026
Sowell Financial Services LLC History New 53,077 3,111 0.1% — 64 +53,077 New Q3 2026 Oct 23, 2026
Invesco Ltd. History No change 50,678 2,797 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 43,670 2,559 0.0% 0.0% 66 +4,146 10.49% Q3 2026 Nov 02, 2026
PLATINUM INVESTMENT MANAGEMENT LTD History No change 43,597 2,406 0.59% 0.59% 67 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 42,900 2,368 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 11, 2026
Ensign Peak Advisors, Inc History No change 42,156 2,327 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 42,070 2,322 0.03% 0.03% 70 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 37,600 2,075 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 37,196 2,053 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History Added to 30,833 1,807 0.0% 0.0% 73 +5,711 22.73% Q3 2026 Nov 04, 2026
DEUTSCHE BANK AG\ History No change 31,693 1,749 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 28,313 1,562 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
PROFUND ADVISORS LLC History Added to 25,021 1,466 0.04% 0.01% 76 +16,209 183.94% Q3 2026 Oct 28, 2026
CITADEL ADVISORS LLC History No change 26,200 1,446 0.0% 0.0% 77 0 0.0% Q2 2026 Sep 02, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 26,132 1,442 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 25,800 1,424 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 06, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 25,377 1,401 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 23,376 1,290 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 24, 2026
AMERICAN CENTURY COMPANIES INC History No change 22,680 1,251 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 22,591 1,247 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 20,530 1,203 0.0% 0.01% 84 -6,891 -25.13% Q3 2026 Oct 28, 2026
Legal & General Group Plc History No change 21,583 1,191 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 21,344 1,178 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 20,997 1,159 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 18,969 1,047 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 18,250 1,007 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 18,162 1,002 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 06, 2026
ALLIANCEBERNSTEIN L.P. History No change 31,000 925 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
Koa Wealth Management, LLC History Reduced 15,613 915 0.59% 0.64% 92 -1,500 -8.77% Q3 2026 Oct 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 15,971 881 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 14,752 814 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 13, 2026
OPTIMIZE FINANCIAL INC. History No change 14,458 798 0.29% 0.29% 95 0 0.0% Q2 2026 Aug 27, 2026
Sound Capital Solutions LLC History No change 14,458 798 0.19% 0.19% 96 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 14,292 788 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
China Universal Asset Management Co., Ltd. History Added to 11,787 680 0.04% 0.03% 98 +2,612 28.47% Q3 2026 Oct 27, 2026
DAFNA Capital Management LLC History No change 11,809 651 0.12% 0.12% 99 0 0.0% Q2 2026 Aug 14, 2026
HighVista Strategies LLC History No change 11,634 642 0.15% 0.15% 100 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 11,000 607 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 29, 2026
Jupiter Topco LLC History No change 10,300 568 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
FRED ALGER MANAGEMENT, LLC History No change 9,877 545 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 9,860 544 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 9,777 539 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 10, 2026
Virtus Investment Advisers, LLC History No change 9,215 508 0.12% 0.12% 106 0 0.0% Q2 2026 Aug 11, 2026
Police & Firemen's Retirement System of New Jersey History No change 9,154 505 0.0% 0.0% 107 0 0.0% Q2 2026 Jul 23, 2026
Brevan Howard Capital Management LP History No change 8,602 474 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
ACT CAPITAL MANAGEMENT, LLC History No change 8,000 441 0.29% 0.29% 109 0 0.0% Q2 2026 Jul 29, 2026
DnB Asset Management AS History No change 7,793 430 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 11, 2026
AXQ CAPITAL, LP History No change 7,757 428 0.05% 0.05% 111 0 0.0% Q2 2026 Aug 06, 2026
State of New Jersey Common Pension Fund D History No change 6,913 405 0.0% 0.0% 112 0 0.0% Q3 2026 Nov 05, 2026
STRS OHIO History Added to 6,200 363 0.0% 0.0% 113 +4,200 210.0% Q3 2026 Oct 30, 2026
Quantinno Capital Management LP History No change 6,497 358 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History Added to 6,039 354 0.0% 0.0% 115 +140 2.37% Q3 2026 Nov 03, 2026
Rafferty Asset Management, LLC History No change 6,410 353 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 6,392 352 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 6,245 345 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Investments Australia, Ltd. History No change 6,103 336 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
Seven Fleet Capital Management LP History No change 6,000 331 0.05% 0.05% 120 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 5,951 328 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 10, 2026
ProShare Advisors LLC History Reduced 5,566 326 0.0% 0.0% 122 -56 -1.0% Q3 2026 Oct 28, 2026
SEI INVESTMENTS CO History No change 5,868 323 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
Blackstone Inc. History No change 5,533 305 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 14, 2026
TEMA ETFS LLC History Reduced 4,977 291 0.01% 0.01% 125 -33 -0.66% Q3 2026 Oct 16, 2026
GROUP ONE TRADING LLC History No change 5,231 288 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 5,200 287 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 5,010 276 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 4,900 270 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 12, 2026
Verdad Advisers, LP History No change 4,574 252 0.24% 0.24% 130 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 4,098 240 0.0% 0.0% 131 0 0.0% Q3 2026 Nov 03, 2026
Quantbot Technologies LP History No change 3,855 212 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL FINANCIAL GROUP INC History New 3,581 209 0.0% — 134 +3,581 New Q3 2026 Nov 02, 2026
Susquehanna Portfolio Strategies, LLC History No change 3,800 209 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 3,651 201 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Investment Partners, Inc. History No change 2,817 155 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 2,461 144 0.0% 0.0% 137 +332 15.59% Q3 2026 Oct 28, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 2,062 120 0.0% 0.0% 138 +49 2.43% Q3 2026 Oct 20, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 2,086 115 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 11, 2026
SIMPLEX TRADING, LLC History Added to 1,776 104 0.0% 0.0% 140 +449 33.84% Q3 2026 Nov 04, 2026
LANARK FINANCIAL, INC. History New 1,746 102 0.01% — 141 +1,746 New Q3 2026 Oct 26, 2026
ROYAL BANK OF CANADA History No change 1,464 81 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History Added to 1,033 60 0.0% 0.0% 143 +924 847.71% Q3 2026 Oct 22, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 1,035 60 0.0% 0.0% 144 +83 8.72% Q3 2026 Oct 26, 2026
Caitong International Asset Management Co., Ltd History New 868 50 0.0% — 145 +868 New Q3 2026 Oct 29, 2026
KBC Group NV History No change 810 47 0.0% 0.0% 146 0 0.0% Q3 2026 Oct 22, 2026
GAMMA Investing LLC History Added to 402 23 0.0% 0.0% 147 +98 32.24% Q3 2026 Oct 08, 2026
Kemnay Advisory Services Inc. History No change 321 17 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 279 15 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 10, 2026
OSAIC HOLDINGS, INC. History No change 282 15 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 224 12 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 207 11 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 07, 2026
Versant Capital Management, Inc History New 180 10 0.0% — 153 +180 New Q3 2026 Oct 01, 2026
FIL Ltd History No change 178 9 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
Aster Capital Management (DIFC) Ltd History No change 172 9 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History Added to 121 7 0.0% 0.0% 156 +43 55.13% Q3 2026 Oct 23, 2026
J.Safra Asset Management Corp History Added to 121 7 0.0% 0.0% 157 +36 42.35% Q3 2026 Nov 03, 2026
Physician Wealth Advisors, Inc. History No change 121 7 0.0% 0.0% 158 0 0.0% Q3 2026 Oct 20, 2026
Parallel Advisors, LLC History Added to 89 5 0.0% 0.0% 160 +10 12.66% Q3 2026 Nov 03, 2026
US BANCORP \DE\ History No change 108 5 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 12, 2026
Silver Grove Financial Group, Inc. History Added to 72 4 0.0% — 162 +59 453.85% Q3 2026 Nov 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 80 4 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
Fortitude Family Office, LLC History Added to 56 3 0.0% 0.0% 164 +37 194.74% Q3 2026 Oct 14, 2026
EverSource Wealth Advisors, LLC History Added to 61 3 0.0% 0.0% 163 +13 27.08% Q3 2026 Nov 04, 2026
MassMutual Private Wealth & Trust, FSB History New 40 2 0.0% — 169 +40 New Q3 2026 Oct 05, 2026
Parkside Financial Bank & Trust History New 38 2 0.0% — 170 +38 New Q3 2026 Oct 27, 2026
ROTHSCHILD INVESTMENT LLC History No change 39 2 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 06, 2026
Allworth Financial LP History No change 48 2 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 49 2 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 54 2 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 11, 2026
SBI Securities Co., Ltd. History New 25 1 0.0% — 174 +25 New Q3 2026 Oct 21, 2026
Global Retirement Partners, LLC History No change 19 1 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 06, 2026
Bare Financial Services, Inc History No change 34 1 0.0% 0.0% 172 0 0.0% Q3 2026 Nov 04, 2026
Cornerstone Financial Management LLC History No change 34 1 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 28, 2026
Goelzer Investment Management, Inc. History Closed out 0 0 — 0.01% — -4,000 -100.0% Q3 2026 Oct 15, 2026
State of Wyoming History Closed out 0 0 — 0.01% — -1,055 -100.0% Q3 2026 Oct 28, 2026
Blue Trust, Inc. History New 14 0 — — — +14 New Q3 2026 Oct 15, 2026
Bell Investment Advisors, Inc History New 9 0 — — — +9 New Q3 2026 Oct 28, 2026
Covestor Ltd History Reduced 6 0 — 0.0% — -4 -40.0% Q3 2026 Oct 30, 2026
Farther Finance Advisors, LLC History Added to 13 0 — — — +4 44.44% Q3 2026 Oct 08, 2026
SJS Investment Consulting Inc. History Added to 3 0 — — — +1 50.0% Q3 2026 Oct 26, 2026
Root Financial Partners, LLC History New 1 0 — — — +1 New Q3 2026 Oct 21, 2026
NATIONAL BANK OF CANADA /FI/ History No change 11 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Quarry LP History No change 18 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Hughes Financial Services, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 30, 2026
Essential Partners LLC History No change 15 0 — — — 0 0.0% Q3 2026 Oct 14, 2026