MICROVISION, INC. - MVIS

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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
VANGUARD CAPITAL MANAGEMENT LLC History Added to 14,716,813 4,812 0.0% 0.0% 1 +1,504,552 11.39% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Reduced 6,230,084 2,037 0.0% 0.0% 2 -1,684,592 -21.28% Q2 2026 Aug 13, 2026
BlackRock, Inc. History Reduced 4,427,576 1,447 0.0% 0.0% 3 -15,946,484 -78.27% Q2 2026 Aug 07, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 3,918,421 1,282 0.0% 0.0% 4 -3,046,055 -43.74% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History New 2,613,880 854 0.0% — 5 +2,613,880 New Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 2,044,249 668 0.0% 0.0% 6 +1,789 0.09% Q2 2026 Aug 13, 2026
MORGAN STANLEY History Added to 1,906,499 623 0.0% 0.0% 7 +1,172,865 159.87% Q2 2026 Aug 13, 2026
UBS Group AG History Reduced 1,817,204 594 0.0% 0.0% 8 -631,335 -25.78% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History Added to 1,703,779 557 0.0% 0.0% 9 +521,346 44.09% Q2 2026 Sep 02, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,677,946 548 0.0% 0.0% 10 -446,755 -21.03% Q2 2026 Aug 14, 2026
STATE STREET CORP History Reduced 1,550,777 507 0.0% 0.0% 11 -7,864,301 -83.53% Q2 2026 Sep 22, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,297,908 425 0.0% 0.0% 12 +42,133 3.36% Q2 2026 Aug 14, 2026
LPL Financial LLC History Added to 1,036,314 338 0.0% 0.0% 13 +1,001,133 2845.66% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History Reduced 998,881 326 0.0% 0.0% 14 -397,399 -28.46% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 940,382 307 0.0% 0.0% 15 +419,341 80.48% Q2 2026 Aug 14, 2026
MCF Advisors LLC History Reduced 918,660 300 0.01% 0.07% 16 -1,412,000 -60.58% Q2 2026 Aug 12, 2026
GROUP ONE TRADING LLC History Reduced 858,071 280 0.0% 0.0% 17 -358,729 -29.48% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History Reduced 795,096 259 0.0% 0.0% 18 -1,484,446 -65.12% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History Reduced 580,654 189 0.0% 0.0% 19 -92,863 -13.79% Q2 2026 Aug 06, 2026
PEAK6 LLC History New 544,800 178 0.0% — 20 +544,800 New Q2 2026 Aug 12, 2026
Caption Management, LLC History No change 524,000 171 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History Reduced 470,000 153 0.0% 0.0% 22 -150,900 -24.3% Q2 2026 Aug 12, 2026
J. Safra Sarasin Holding AG History New 414,878 135 0.0% — 23 +414,878 New Q2 2026 Jul 31, 2026
HRT FINANCIAL LP History No change 405,000 132 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
BSW Wealth Partners History No change 400,000 130 0.01% 0.03% 25 0 0.0% Q2 2026 Jul 15, 2026
Catalyst Funds Management Pty Ltd History New 348,600 113 0.01% — 26 +348,600 New Q2 2026 Aug 10, 2026
GOLDMAN SACHS GROUP INC History Reduced 339,934 111 0.0% 0.0% 27 -490,686 -59.07% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History Added to 313,300 102 0.0% 0.0% 28 +40,600 14.89% Q2 2026 Aug 14, 2026
FARMERS TRUST CO History No change 155,800 99 0.02% 0.02% 29 0 0.0% Q1 2026 Apr 07, 2026
BARCLAYS PLC History Added to 283,672 92 0.0% 0.0% 30 +225,964 391.56% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History New 240,446 78 0.0% — 31 +240,446 New Q2 2026 Aug 14, 2026
Arax Advisory Partners History Added to 223,321 73 0.0% 0.0% 32 +103,085 85.74% Q2 2026 Aug 10, 2026
NOMURA HOLDINGS INC History No change 203,500 66 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History New 192,387 62 0.0% — 35 +192,387 New Q2 2026 Jul 13, 2026
IEQ CAPITAL, LLC History Added to 190,551 62 0.0% 0.0% 34 +108,097 131.1% Q2 2026 Aug 11, 2026
Creative Planning History Added to 182,525 59 0.0% 0.0% 36 +6,079 3.45% Q2 2026 Aug 13, 2026
Invesco Ltd. History Reduced 173,468 56 0.0% 0.0% 37 -57,066 -24.75% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History Added to 158,214 51 0.0% 0.0% 38 +9,931 6.7% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 134,411 43 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History Added to 127,673 41 0.0% 0.0% 40 +112,251 727.86% Q2 2026 Aug 03, 2026
Mariner, LLC History Added to 124,338 40 0.0% 0.0% 41 +111,656 880.43% Q2 2026 Aug 13, 2026
Lakeside Advisors, INC. History No change 102,638 33 0.02% 0.04% 42 0 0.0% Q2 2026 Jul 31, 2026
RHUMBLINE ADVISERS History Reduced 99,467 32 0.0% 0.0% 43 -224,019 -69.25% Q2 2026 Aug 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 88,824 29 0.0% 0.0% 44 +15,445 21.05% Q2 2026 Aug 19, 2026
Synergy Asset Management, LLC History Added to 72,891 23 0.0% 0.0% 45 +34,419 89.47% Q2 2026 Jul 22, 2026
S. R. Schill & Associates History No change 65,724 21 0.01% 0.03% 46 0 0.0% Q2 2026 Jul 15, 2026
Vanguard Personalized Indexing Management, LLC History New 63,221 20 0.0% — 50 +63,221 New Q2 2026 Aug 11, 2026
MAI Capital Management History Added to 62,749 20 0.0% — 47 +62,234 12084.27% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History Added to 61,728 20 0.0% 0.0% 49 +10,191 19.77% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 63,530 20 0.0% 0.0% 48 -7,926 -11.09% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 59,711 19 0.0% 0.0% 52 +7,950 15.36% Q2 2026 Jul 28, 2026
Valeo Financial Advisors, LLC History Reduced 60,289 19 0.0% 0.0% 53 -950 -1.55% Q2 2026 Jul 08, 2026
CWM, LLC History No change 31,094 19 0.0% 0.0% 51 0 0.0% Q1 2026 May 14, 2026
Winthrop Advisory Group LLC History Added to 58,090 18 0.0% 0.0% 54 +16,961 41.24% Q2 2026 Jul 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 45,320 17 0.0% 0.0% 56 +22,687 100.24% Q2 2026 Jul 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 63,626 17 0.0% 0.0% 55 +6,820 12.01% Q2 2026 Aug 14, 2026
XTX Topco Ltd History Added to 50,148 16 0.0% 0.0% 59 +17,431 53.28% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History Added to 50,649 16 0.0% 0.0% 58 +3,648 7.76% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 50,343 16 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History Reduced 50,347 15 0.0% 0.0% 60 -157,693 -75.8% Q2 2026 Aug 12, 2026
Diversify Advisory Services, LLC History New 60,000 15 0.0% — 62 +60,000 New Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 60,000 15 0.0% 0.0% 61 0 0.0% Q2 2026 Jul 29, 2026
MKD WEALTH COACHES, LLC History New 42,136 13 0.01% — 69 +42,136 New Q2 2026 Jul 14, 2026
RENAISSANCE TECHNOLOGIES LLC History New 41,100 13 0.0% — 67 +41,100 New Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 40,383 13 0.0% — 68 +40,383 New Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History Added to 40,000 13 0.0% 0.0% 63 +15,000 60.0% Q2 2026 Aug 12, 2026
Warwick Investment Management, Inc. History Added to 42,622 13 0.0% 0.0% 66 +5,000 13.29% Q2 2026 Jul 31, 2026
ROYAL BANK OF CANADA History Reduced 42,506 13 0.0% 0.0% 64 -862 -1.99% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 40,213 13 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 12, 2026
PATTEN & PATTEN INC/TN History New 38,111 12 0.0% — 71 +38,111 New Q2 2026 Aug 05, 2026
Schonfeld Strategic Advisors LLC History New 37,999 12 0.0% — 72 +37,999 New Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History New 36,897 12 0.0% — 73 +36,897 New Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 37,802 12 0.0% 0.0% 70 +3,172 9.16% Q2 2026 Aug 07, 2026
TWO SIGMA SECURITIES, LLC History Reduced 35,196 11 0.0% 0.0% 74 -12,998 -26.97% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History Added to 36,040 11 0.0% 0.0% 75 +6,040 20.13% Q2 2026 Aug 27, 2026
FSM Wealth Advisors, LLC History No change 30,650 10 0.0% 0.0% 76 0 0.0% Q2 2026 Jul 15, 2026
Bank of New York Mellon Corp History Reduced 27,838 9 0.0% 0.0% 78 -669,519 -96.01% Q2 2026 Aug 06, 2026
Inspire Advisors, LLC History New 29,177 9 0.0% — 80 +29,177 New Q2 2026 Aug 13, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 30,302 9 0.0% 0.0% 79 -11,000 -26.63% Q2 2026 Aug 05, 2026
HSBC HOLDINGS PLC History No change 28,714 9 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 27,131 8 0.0% 0.0% 81 +15,200 127.4% Q2 2026 Jul 29, 2026
DnB Asset Management AS History No change 24,350 8 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 11, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 26,000 8 0.0% 0.01% 83 0 0.0% Q2 2026 Jul 21, 2026
Invst, LLC History No change 25,079 8 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History Reduced 22,843 7 0.0% 0.0% 85 -29,608 -56.45% Q2 2026 Aug 11, 2026
Quantbot Technologies LP History Added to 23,411 7 0.0% — 86 +23,410 2341000.0% Q2 2026 Aug 12, 2026
Virtu Financial LLC History New 20,984 7 0.0% — 87 +20,984 New Q2 2026 Aug 13, 2026
DELTEC ASSET MANAGEMENT LLC History New 19,000 6 0.0% — 89 +19,000 New Q2 2026 Jul 21, 2026
Cambridge Investment Research Advisors, Inc. History New 18,661 6 0.0% — 90 +18,661 New Q2 2026 Jul 27, 2026
Compound Planning, Inc. History Added to 20,000 6 0.0% 0.0% 88 +5,438 37.34% Q2 2026 Aug 04, 2026
WELLS FARGO & COMPANY/MN History Reduced 17,288 5 0.0% 0.0% 91 -107,029 -86.09% Q2 2026 Aug 14, 2026
Fiscal Wisdom Wealth Management, LLC History Reduced 15,879 5 0.0% 0.02% 96 -21,621 -57.66% Q2 2026 Jul 21, 2026
Chicago Capital, LLC History Added to 16,681 5 0.0% 0.0% 95 +3,950 31.03% Q2 2026 Jul 27, 2026
HighTower Advisors, LLC History Reduced 18,226 5 0.0% 0.0% 92 -1,145 -5.91% Q2 2026 Aug 05, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 17,000 5 0.0% 0.0% 93 0 0.0% Q2 2026 Jul 22, 2026
Prime Capital Investment Advisors, LLC History No change 17,850 5 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 05, 2026
ProShare Advisors LLC History Reduced 12,268 4 0.0% 0.0% 100 -38,099 -75.64% Q2 2026 Aug 11, 2026
SG Americas Securities, LLC History Reduced 13,729 4 0.0% 0.0% 99 -23,349 -62.97% Q2 2026 Aug 07, 2026
SBI Securities Co., Ltd. History Added to 14,804 4 0.0% 0.0% 102 +3,155 27.08% Q2 2026 Jul 22, 2026
Iron Gate Global Advisors LLC History Reduced 13,511 4 0.0% 0.0% 97 -535 -3.81% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 15,226 4 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 12, 2026
Allegheny Financial Group History No change 12,500 4 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 22, 2026
Canvas Wealth Advisors, LLC History New 10,300 3 0.0% — 107 +10,300 New Q2 2026 Jul 10, 2026
Paul R. Ried Financial Group, LLC History New 10,000 3 0.0% — 108 +10,000 New Q2 2026 Jul 06, 2026
FULCRUM WEALTH ADVISORS, LLC History New 10,000 3 0.0% — 109 +10,000 New Q2 2026 Jul 21, 2026
Federation des caisses Desjardins du Quebec History Reduced 10,025 3 0.0% 0.0% 106 -9,750 -49.3% Q2 2026 Aug 13, 2026
Wealthcare Advisory Partners LLC History No change 12,000 3 0.0% 0.0% 103 0 0.0% Q2 2026 Jul 09, 2026
Bellwether Advisors, LLC History No change 10,000 3 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
NFSG Corp History No change 10,000 3 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History Reduced 8,973 2 0.0% 0.0% 110 -16,706 -65.06% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History Reduced 3,707 1 0.0% 0.0% 111 -32,741 -89.83% Q2 2026 Aug 11, 2026
NISA INVESTMENT ADVISORS, LLC History New 4,741 1 0.0% — 114 +4,741 New Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History Added to 3,061 1 0.0% 0.0% 112 +900 41.65% Q2 2026 Jul 24, 2026
Farther Finance Advisors, LLC History Reduced 5,717 1 0.0% 0.0% 113 -148 -2.52% Q2 2026 Jul 17, 2026
Hudson Bay Capital Management LP History Closed out 0 0 — 0.01% — -3,000,000 -100.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Closed out 0 0 — 0.0% — -1,991,938 -100.0% Q2 2026 Aug 07, 2026
Nuveen, LLC History Closed out 0 0 — 0.0% — -482,350 -100.0% Q2 2026 Aug 11, 2026
ALLIANCEBERNSTEIN L.P. History Closed out 0 0 — 0.0% — -261,840 -100.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History Closed out 0 0 — 0.0% — -259,019 -100.0% Q2 2026 Aug 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Closed out 0 0 — 0.0% — -208,728 -100.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.0% — -160,040 -100.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Closed out 0 0 — 0.0% — -143,434 -100.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History Closed out 0 0 — 0.0% — -110,758 -100.0% Q2 2026 Jul 27, 2026
KIECKHEFER GROUP LLC History Closed out 0 0 — 0.03% — -101,000 -100.0% Q2 2026 Jul 21, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Closed out 0 0 — 0.0% — -81,557 -100.0% Q2 2026 Sep 09, 2026
INTECH INVESTMENT MANAGEMENT LLC History Closed out 0 0 — 0.0% — -81,445 -100.0% Q2 2026 Aug 10, 2026
Huntleigh Advisors, Inc. History Closed out 0 0 — 0.01% — -70,900 -100.0% Q2 2026 Aug 04, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Closed out 0 0 — 0.0% — -67,095 -100.0% Q2 2026 Aug 11, 2026
Police & Firemen's Retirement System of New Jersey History Closed out 0 0 — 0.0% — -64,879 -100.0% Q2 2026 Jul 23, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Closed out 0 0 — 0.0% — -62,756 -100.0% Q2 2026 Aug 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Closed out 0 0 — 0.0% — -61,110 -100.0% Q2 2026 Jul 29, 2026
VOYA INVESTMENT MANAGEMENT LLC History Closed out 0 0 — 0.0% — -53,589 -100.0% Q2 2026 Aug 12, 2026
MetLife Investment Management, LLC History Closed out 0 0 — 0.0% — -52,756 -100.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History Closed out 0 0 — 0.0% — -45,555 -100.0% Q2 2026 Aug 12, 2026
NINE MASTS CAPITAL Ltd History Closed out 0 0 — 0.0% — -44,155 -100.0% Q2 2026 Aug 07, 2026
Atom Investors LP History Closed out 0 0 — 0.0% — -37,147 -100.0% Q2 2026 Aug 14, 2026
Caerus Investment Advisors, LLC History Closed out 0 0 — 0.01% — -35,872 -100.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History Closed out 0 0 — 0.0% — -27,018 -100.0% Q2 2026 Aug 14, 2026
BARR E S & CO History Closed out 0 0 — 0.0% — -27,000 -100.0% Q2 2026 Aug 13, 2026
XPONANCE LLC History Closed out 0 0 — 0.0% — -26,370 -100.0% Q2 2026 Aug 10, 2026
SEI INVESTMENTS CO History Closed out 0 0 — 0.0% — -25,404 -100.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History Closed out 0 0 — 0.0% — -25,047 -100.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History Closed out 0 0 — 0.0% — -23,605 -100.0% Q2 2026 Aug 14, 2026
Birchwood Financial Partners, Inc. History Closed out 0 0 — 0.01% — -21,500 -100.0% Q2 2026 Aug 06, 2026
Russell Investments Group, Ltd. History Reduced 1 0 — 0.0% — -20,318 -100.0% Q2 2026 Aug 06, 2026
Quinn Opportunity Partners LLC History Closed out 0 0 — 0.0% — -20,000 -100.0% Q2 2026 Aug 14, 2026
Abel Hall, LLC History Closed out 0 0 — 0.0% — -19,839 -100.0% Q2 2026 Jul 24, 2026
PRINCIPAL FINANCIAL GROUP INC History Closed out 0 0 — 0.0% — -18,683 -100.0% Q2 2026 Aug 04, 2026
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 — 0.0% — -17,439 -100.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History Closed out 0 0 — 0.0% — -15,398 -100.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History Closed out 0 0 — 0.0% — -15,029 -100.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History Closed out 0 0 — 0.0% — -14,462 -100.0% Q2 2026 Jul 28, 2026
Essential Partners LLC History Closed out 0 0 — 0.0% — -14,164 -100.0% Q2 2026 Aug 10, 2026
Pallas Capital Advisors LLC History Closed out 0 0 — 0.0% — -13,524 -100.0% Q2 2026 Aug 07, 2026
Arkadios Wealth Advisors History Closed out 0 0 — 0.0% — -12,615 -100.0% Q2 2026 Aug 10, 2026
CIBC WORLD MARKET INC. History Closed out 0 0 — 0.0% — -10,730 -100.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History Closed out 0 0 — 0.0% — -10,137 -100.0% Q2 2026 Aug 12, 2026
SOA Wealth Advisors, LLC. History Closed out 0 0 — 0.0% — -5,827 -100.0% Q2 2026 Jul 21, 2026
Sterling Capital Management LLC History Closed out 0 0 — 0.0% — -4,922 -100.0% Q2 2026 Jul 28, 2026
Optiver Holding B.V. History Reduced 157 0 — — — -1,204 -88.46% Q2 2026 Aug 12, 2026
Allworth Financial LP History Closed out 0 0 — — — -1,117 -100.0% Q2 2026 Aug 11, 2026
Park Place Capital Corp History Closed out 0 0 — — — -1,000 -100.0% Q2 2026 Aug 13, 2026
Strategic Wealth Partners, Ltd. History Closed out 0 0 — — — -875 -100.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History New 505 0 — — — +505 New Q2 2026 Aug 10, 2026
Rockefeller Capital Management L.P. History New 500 0 — — — +500 New Q2 2026 Aug 13, 2026
Markowski Investments History New 470 0 — — — +470 New Q2 2026 Aug 13, 2026
Cape Investment Advisory, Inc. History New 345 0 — — — +345 New Q2 2026 Jul 23, 2026
IFP Advisors, Inc History Added to 136 0 — — — +118 655.56% Q2 2026 Jul 20, 2026
PNC FINANCIAL SERVICES GROUP, INC. History New 100 0 — — — +100 New Q2 2026 Aug 07, 2026
ROTHSCHILD INVESTMENT LLC History Closed out 0 0 — — — -61 -100.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History New 59 0 — — — +59 New Q2 2026 Aug 06, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — — — -57 -100.0% Q2 2026 Aug 04, 2026
HUNTINGTON NATIONAL BANK History New 25 0 — — — +25 New Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 104 0 — — — -21 -16.8% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History Reduced 48 0 — — — -1 -2.04% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History No change 200 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,798 0 — 0.0% — 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 1,872 0 — 0.0% — 0 0.0% Q2 2026 Jul 23, 2026
Tradewinds Capital Management, LLC History No change 313 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Bogart Wealth, LLC History No change 100 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Geneos Wealth Management Inc. History No change 2,450 0 — 0.0% — 0 0.0% Q2 2026 Aug 06, 2026
Financial Avengers, Inc. History No change 1,000 0 — — — 0 0.0% Q2 2026 Aug 18, 2026
Smallwood Wealth Investment Management, LLC History No change 25 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
TD Waterhouse Canada Inc. History No change 2,033 0 — 0.0% — 0 0.0% Q2 2026 Jul 27, 2026
McMillan Office, Inc. History No change 161 0 — — — 0 0.0% Q2 2026 Aug 13, 2026