PALVELLA THERAPEUTICS, INC. - PVLA

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
SUVRETTA CAPITAL MANAGEMENT, LLC History Added to 1,153,496 143,783 3.67% 1.91% 1 +261,096 29.26% Q1 2026 May 15, 2026
First Light Asset Management, LLC History Added to 980,758 122,251 10.96% 5.67% 2 +271,617 38.3% Q1 2026 May 15, 2026
BVF INC/IL History Added to 960,989 119,787 3.82% 3.1% 3 +81,980 9.33% Q1 2026 May 15, 2026
Frazier Life Sciences Management, L.P. History Added to 882,400 109,991 2.83% 2.03% 4 +160,000 22.15% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 686,853 85,616 0.0% 0.0% 5 +127,788 22.86% Q1 2026 May 13, 2026
JENNISON ASSOCIATES LLC History Added to 640,611 79,852 0.05% 0.02% 6 +253,128 65.33% Q1 2026 May 06, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 477,294 59,494 0.0% 7 +477,294 New Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 560,616 58,679 0.0% 0.0% 8 0 0.0% Q4 2025 Jan 29, 2026
STATE STREET CORP History Added to 458,999 57,214 0.0% 0.0% 9 +38,537 9.17% Q1 2026 May 15, 2026
FEDERATED HERMES, INC. History Added to 433,015 53,975 0.09% 0.06% 10 +64,977 17.65% Q1 2026 May 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 402,564 50,180 0.01% 0.0% 11 +398,474 9742.64% Q1 2026 May 15, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History New 374,035 46,623 0.48% 12 +374,035 New Q1 2026 May 15, 2026
Woodline Partners LP History Added to 317,517 39,578 0.15% 0.12% 13 +16,981 5.65% Q1 2026 May 15, 2026
Siren, L.L.C. History Added to 257,485 32,095 0.89% 0.23% 14 +182,485 243.31% Q1 2026 May 14, 2026
Caption Management, LLC History Added to 237,100 29,554 0.17% 0.14% 15 +45,800 23.94% Q1 2026 May 15, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Added to 233,248 29,049 0.48% 0.17% 16 +131,500 129.24% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 262,835 27,510 0.01% 0.01% 17 -6,192 -2.3% Q1 2026 May 15, 2026
FMR LLC History Reduced 215,808 26,900 0.0% 0.0% 18 -15,952 -6.88% Q1 2026 May 15, 2026
MPM BioImpact LLC History Added to 206,404 25,728 1.99% 2.46% 19 +659 0.32% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 205,609 25,636 0.0% 0.0% 20 +26,617 14.87% Q1 2026 May 15, 2026
PRIMECAP MANAGEMENT CO/CA/ History New 195,030 24,310 0.02% 21 +195,030 New Q1 2026 May 11, 2026
GOLDMAN SACHS GROUP INC History Added to 194,179 24,204 0.0% 0.0% 22 +95,244 96.27% Q1 2026 May 15, 2026
Artisan Partners Limited Partnership History Reduced 193,796 24,156 0.04% 0.03% 23 -17,757 -8.39% Q1 2026 May 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 192,908 24,045 0.0% 0.0% 24 +154,708 404.99% Q1 2026 May 15, 2026
ORBIMED ADVISORS LLC History New 184,600 23,010 0.46% 25 +184,600 New Q1 2026 May 15, 2026
Alyeska Investment Group, L.P. History New 179,922 22,427 0.06% 26 +179,922 New Q1 2026 May 15, 2026
EMERALD ADVISERS, LLC History New 161,500 20,130 0.64% 27 +161,500 New Q1 2026 May 04, 2026
First Turn Management, LLC History New 148,093 18,459 2.06% 28 +148,093 New Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 127,987 15,953 0.0% 0.0% 29 -92,675 -42.0% Q1 2026 May 15, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History New 105,820 13,190 0.64% 30 +105,820 New Q1 2026 May 04, 2026
UBS Group AG History Added to 104,537 13,030 0.0% 0.0% 31 +68,032 186.36% Q1 2026 May 05, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 96,726 12,056 0.02% 0.01% 32 -12,154 -11.16% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 93,646 11,672 0.0% 0.0% 33 +90,166 2590.98% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 90,858 11,325 0.0% 34 +90,858 New Q1 2026 May 08, 2026
Clio Asset Management LLC History Reduced 90,757 11,312 9.48% 7.45% 35 -885 -0.97% Q1 2026 Apr 21, 2026
APIS CAPITAL ADVISORS, LLC History New 89,000 11,093 1.71% 36 +89,000 New Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Added to 88,160 10,989 0.01% 0.01% 37 +10,863 14.05% Q1 2026 May 15, 2026
NEXTBio Capital Management LP History No change 82,686 10,306 4.79% 5.08% 38 0 0.0% Q1 2026 May 14, 2026
Aberdeen Group plc History New 81,081 10,106 0.02% 39 +81,081 New Q1 2026 Apr 29, 2026
Avidity Partners Management LP History Added to 70,000 8,982 2.03% 0.58% 40 +50,700 262.69% Q1 2026 May 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 69,901 8,713 0.0% 0.0% 41 +22,220 46.6% Q1 2026 May 13, 2026
AWM Investment Company, Inc. History No change 69,416 8,652 0.96% 0.7% 42 0 0.0% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 64,783 8,075 0.0% 43 +64,783 New Q1 2026 May 08, 2026
Ikarian Capital, LLC History New 64,626 8,055 0.65% 44 +64,626 New Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 64,371 8,023 0.0% 0.0% 45 +9,881 18.13% Q1 2026 May 14, 2026
SEVEN GRAND MANAGERS, LLC History New 60,000 7,479 0.5% 46 +60,000 New Q1 2026 May 06, 2026
Clearbridge Investments, LLC History Reduced 59,410 7,405 0.01% 0.01% 47 -1,218 -2.01% Q1 2026 May 13, 2026
CITADEL ADVISORS LLC History Added to 56,472 7,039 0.0% 0.0% 48 +53,836 2042.34% Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Added to 49,103 6,120 0.0% 0.0% 49 +4,202 9.36% Q1 2026 May 14, 2026
Invesco Ltd. History Reduced 48,527 6,048 0.0% 0.0% 50 -5,746 -10.59% Q1 2026 May 12, 2026
Lisanti Capital Growth, LLC History Reduced 41,445 5,166 1.3% 1.03% 51 -25 -0.06% Q1 2026 May 06, 2026
JANE STREET GROUP, LLC History Added to 41,000 5,110 0.0% 0.0% 52 +14,400 54.14% Q1 2026 May 12, 2026
Ensign Peak Advisors, Inc History New 39,223 4,889 0.01% 53 +39,223 New Q1 2026 May 13, 2026
Samsara BioCapital, LLC History Reduced 38,432 4,790 0.47% 1.13% 54 -66,385 -63.33% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 37,972 4,733 0.0% 0.0% 55 +7,700 25.44% Q1 2026 May 15, 2026
Trexquant Investment LP History New 36,639 4,567 0.03% 56 +36,639 New Q1 2026 May 15, 2026
WCM INVESTMENT MANAGEMENT, LLC History New 39,964 4,422 0.01% 57 +39,964 New Q1 2026 May 07, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 34,040 4,243 0.0% 0.0% 58 +11,637 51.94% Q1 2026 May 15, 2026
ROYCE & ASSOCIATES LP History Added to 31,507 3,927 0.04% 0.03% 59 +1,497 4.99% Q1 2026 May 12, 2026
Blue Owl Capital Holdings LP History Reduced 31,259 3,896 1.05% 1.3% 60 -9,000 -22.36% Q1 2026 May 14, 2026
Informed Momentum Co LLC History New 29,328 3,655 0.42% 61 +29,328 New Q1 2026 May 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 27,781 3,462 0.0% 0.0% 62 +27,311 5810.85% Q1 2026 May 12, 2026
Nicholas Investment Partners, LP History New 27,603 3,440 0.25% 63 +27,603 New Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 25,446 3,171 0.0% 0.0% 64 +3,182 14.29% Q1 2026 May 14, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History New 25,000 3,116 0.0% 65 +25,000 New Q1 2026 May 15, 2026
NOMURA HOLDINGS INC History New 24,008 2,992 0.01% 66 +24,008 New Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 22,970 2,863 0.0% 0.0% 67 +1,337 6.18% Q1 2026 May 15, 2026
TD ASSET MANAGEMENT INC History New 22,746 2,835 0.0% 68 +22,746 New Q1 2026 May 11, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 21,236 2,647 0.01% 0.06% 69 -128,790 -85.85% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 21,142 2,635 0.0% 0.0% 70 +3,827 22.1% Q1 2026 May 06, 2026
Nuveen, LLC History Added to 20,834 2,596 0.0% 0.0% 71 +1,258 6.43% Q1 2026 Apr 30, 2026
ExodusPoint Capital Management, LP History New 20,277 2,527 0.02% 72 +20,277 New Q1 2026 May 14, 2026
BlueCrest Capital Management Ltd History New 20,000 2,493 0.15% 73 +20,000 New Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History New 19,947 2,486 0.0% 74 +19,947 New Q1 2026 May 01, 2026
Swiss National Bank History Added to 19,400 2,418 0.0% 0.0% 75 +5,200 36.62% Q1 2026 May 07, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 18,962 2,363 0.03% 76 +18,962 New Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 18,041 2,248 0.0% 0.0% 77 +1,777 10.93% Q1 2026 May 05, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 17,970 2,239 0.0% 0.0% 78 -4,560 -20.24% Q1 2026 May 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 17,907 2,232 0.0% 0.0% 79 +15,637 688.85% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Added to 16,663 2,077 0.0% 0.0% 80 +4,944 42.19% Q1 2026 May 13, 2026
Legato Capital Management LLC History Added to 16,023 1,997 0.18% 0.1% 81 +4,638 40.74% Q1 2026 May 14, 2026
Rafferty Asset Management, LLC History Reduced 14,590 1,818 0.01% 0.01% 82 -1,144 -7.27% Q1 2026 May 15, 2026
F/m Investments LLC History New 13,839 1,725 0.11% 83 +13,839 New Q1 2026 May 11, 2026
Russell Investments Group, Ltd. History Added to 13,527 1,686 0.0% 0.0% 84 +12,298 1000.65% Q1 2026 May 08, 2026
Squarepoint Ops LLC History New 13,067 1,628 0.0% 85 +13,067 New Q1 2026 May 15, 2026
Cresset Asset Management, LLC History Added to 11,860 1,478 0.01% 0.01% 86 +431 3.77% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 11,403 1,421 0.0% 0.0% 87 -2,721 -19.27% Q1 2026 May 15, 2026
ALPS ADVISORS INC History Added to 11,132 1,387 0.01% 0.01% 88 +1,416 14.57% Q1 2026 May 08, 2026
Calamos Advisors LLC History New 9,804 1,222 0.0% 89 +9,804 New Q1 2026 May 04, 2026
RHUMBLINE ADVISERS History Added to 9,129 1,137 0.0% 0.0% 90 +493 5.71% Q1 2026 May 12, 2026
Quadrature Capital Ltd History New 8,232 1,026 0.01% 91 +8,232 New Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 7,784 970 0.0% 0.0% 92 +1,190 18.05% Q1 2026 May 06, 2026
Knights of Columbus Asset Advisors LLC History New 7,758 967 0.05% 93 +7,758 New Q1 2026 May 11, 2026
Virtu Financial LLC History New 7,726 963 0.04% 94 +7,726 New Q1 2026 May 14, 2026
Legal & General Group Plc History Added to 7,446 928 0.0% 0.0% 95 +1,597 27.3% Q1 2026 May 08, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 6,895 859 0.0% 0.0% 96 -24 -0.35% Q1 2026 May 15, 2026
Jump Financial, LLC History New 6,743 840 0.01% 97 +6,743 New Q1 2026 May 14, 2026
Aquatic Capital Management LLC History New 6,652 829 0.02% 98 +6,652 New Q1 2026 May 15, 2026
PROFUND ADVISORS LLC History Added to 6,498 809 0.03% 0.02% 99 +685 11.78% Q1 2026 Apr 24, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 6,399 797 0.0% 100 +6,399 New Q1 2026 May 08, 2026
Vanguard Global Advisers, LLC History New 6,209 773 0.0% 101 +6,209 New Q1 2026 May 08, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 5,929 739 0.0% 0.0% 102 +1,416 31.38% Q1 2026 May 15, 2026
HighVista Strategies LLC History New 5,903 735 0.2% 103 +5,903 New Q1 2026 May 15, 2026
ASPIRIANT, LLC History No change 5,852 729 0.02% 0.02% 104 0 0.0% Q1 2026 May 12, 2026
XTX Topco Ltd History Added to 5,828 726 0.01% 0.01% 105 +1,725 42.04% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 5,824 725 0.0% 0.0% 106 -5,104 -46.71% Q1 2026 May 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History New 5,152 642 0.0% 107 +5,152 New Q1 2026 May 12, 2026
GROUP ONE TRADING LLC History Added to 5,100 635 0.0% 0.0% 108 +4,768 1436.14% Q1 2026 May 13, 2026
Prosight Management, LP History New 5,000 623 0.1% 109 +5,000 New Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 5,519 610 0.0% 0.0% 110 +513 10.25% Q1 2026 May 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 4,890 609 0.0% 0.0% 111 +800 19.56% Q1 2026 May 15, 2026
BROWN ADVISORY INC History Reduced 4,769 594 0.0% 0.0% 112 -1,610 -25.24% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Added to 4,657 580 0.0% 0.0% 113 +7 0.15% Q1 2026 May 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 4,600 573 0.01% 0.0% 114 +1,600 53.33% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 4,688 569 0.0% 0.0% 115 +382 8.87% Q1 2026 May 15, 2026
Mariner, LLC History Reduced 4,420 551 0.0% 0.0% 116 -7,195 -61.95% Q1 2026 May 13, 2026
Creative Planning History Added to 4,393 547 0.0% 0.0% 117 +1,430 48.26% Q1 2026 May 12, 2026
MetLife Investment Management, LLC History No change 4,260 531 0.0% 0.0% 118 0 0.0% Q1 2026 May 14, 2026
LPL Financial LLC History Added to 3,887 484 0.0% 0.0% 119 +439 12.73% Q1 2026 May 06, 2026
JANUS HENDERSON GROUP PLC History No change 3,600 449 0.0% 0.0% 120 0 0.0% Q1 2026 May 18, 2026
CAPTRUST FINANCIAL ADVISORS History New 3,557 443 0.0% 121 +3,557 New Q1 2026 May 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History New 3,544 441 0.0% 122 +3,544 New Q1 2026 May 11, 2026
LETKO, BROSSEAU & ASSOCIATES INC History No change 3,500 436 0.01% 0.01% 123 0 0.0% Q1 2026 May 12, 2026
CERTUITY, LLC History No change 3,000 373 0.02% 0.02% 124 0 0.0% Q1 2026 May 11, 2026
Virtus Investment Advisers, LLC History Added to 2,765 344 0.09% 0.08% 125 +67 2.48% Q1 2026 May 14, 2026
State of New Jersey Common Pension Fund D History New 2,629 327 0.0% 126 +2,629 New Q1 2026 May 05, 2026
KLP KAPITALFORVALTNING AS History Added to 2,600 324 0.0% 0.0% 127 +1,100 73.33% Q1 2026 Apr 29, 2026
Vanguard Investments Australia, Ltd. History New 2,586 322 0.0% 128 +2,586 New Q1 2026 May 08, 2026
CITIGROUP INC History Added to 2,504 312 0.0% 0.0% 129 +500 24.95% Q1 2026 May 11, 2026
SG Americas Securities, LLC History Reduced 2,472 308 0.0% 0.0% 130 -217 -8.07% Q1 2026 Apr 16, 2026
DELTEC ASSET MANAGEMENT LLC History No change 2,400 299 0.05% 0.04% 131 0 0.0% Q1 2026 Apr 24, 2026
AlphaQuest LLC History No change 2,754 288 0.02% 0.02% 132 0 0.0% Q4 2025 Feb 09, 2026
Chung Wu Investment Group, LLC History Reduced 2,300 286 0.25% 0.22% 133 -300 -11.54% Q1 2026 May 12, 2026
Hudson Bay Capital Management LP History New 2,140 266 0.0% 135 +2,140 New Q1 2026 May 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History New 2,135 266 0.0% 134 +2,135 New Q1 2026 May 14, 2026
Arizona State Retirement System History New 2,113 263 0.0% 136 +2,113 New Q1 2026 May 01, 2026
Swiss Life Asset Management Ltd History New 471 259 0.0% 137 +471 New Q1 2026 May 14, 2026
BARCLAYS PLC History Reduced 1,991 248 0.0% 0.0% 138 -23,145 -92.08% Q1 2026 May 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 1,974 246 0.0% 0.0% 139 -1,495 -43.1% Q1 2026 May 08, 2026
Police & Firemen's Retirement System of New Jersey History No change 1,974 246 0.0% 0.0% 140 0 0.0% Q1 2026 Apr 29, 2026
TWO SIGMA ADVISERS, LP History No change 2,300 240 0.0% 0.0% 141 0 0.0% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History New 1,853 230 0.0% 142 +1,853 New Q1 2026 May 04, 2026
E Fund Management Co., Ltd. History New 1,835 228 0.01% 143 +1,835 New Q1 2026 Apr 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History New 1,827 227 0.0% 144 +1,827 New Q1 2026 Apr 24, 2026
MANGROVE PARTNERS IM, LLC History New 1,791 223 0.02% 145 +1,791 New Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History New 1,622 202 0.0% 146 +1,622 New Q1 2026 May 14, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 1,606 200 0.02% 147 +1,606 New Q1 2026 May 15, 2026
Tower Research Capital LLC (TRC) History Added to 1,076 134 0.0% 0.0% 148 +639 146.22% Q1 2026 May 15, 2026
China Universal Asset Management Co., Ltd. History Reduced 1,000 124 0.01% 0.01% 150 -600 -37.5% Q1 2026 Apr 27, 2026
Spire Wealth Management History No change 1,000 124 0.0% 0.0% 149 0 0.0% Q1 2026 Apr 22, 2026
Ameritas Investment Partners, Inc. History No change 580 72 0.0% 0.0% 151 0 0.0% Q1 2026 May 13, 2026
Archer Investment Corp History No change 449 55 0.01% 0.01% 152 0 0.0% Q1 2026 May 04, 2026
HighMark Wealth Management LLC History New 322 40 0.02% 153 +322 New Q1 2026 May 05, 2026
KBC Group NV History New 224 28 0.0% 154 +224 New Q1 2026 May 07, 2026
Caitong International Asset Management Co., Ltd History Reduced 180 22 0.0% 0.01% 155 -226 -55.67% Q1 2026 May 11, 2026
ROYAL BANK OF CANADA History Reduced 128 16 0.0% 0.0% 156 -2,169 -94.43% Q1 2026 May 15, 2026
Sterling Capital Management LLC History Reduced 66 8 0.0% 0.0% 158 -7 -9.59% Q1 2026 Apr 22, 2026
NISA INVESTMENT ADVISORS, LLC History No change 71 8 0.0% 0.0% 157 0 0.0% Q1 2026 Apr 30, 2026
PRIVATE TRUST CO NA History Added to 50 6 0.0% 0.0% 159 +12 31.58% Q1 2026 Apr 30, 2026
SIGNATUREFD, LLC History Reduced 50 6 0.0% 0.0% 160 -4 -7.41% Q1 2026 Apr 07, 2026
COMERICA BANK History No change 57 5 0.0% 0.0% 161 0 0.0% Q4 2025 Jan 29, 2026
US BANCORP \DE\ History Reduced 35 4 0.0% 0.0% 162 -300 -89.55% Q1 2026 May 14, 2026
CWM, LLC History Added to 35 4 0.0% 0.0% 163 +9 34.62% Q1 2026 May 14, 2026
Rossby Financial, LCC History New 25 3 0.0% 166 +25 New Q1 2026 May 11, 2026
GAMMA Investing LLC History Added to 28 3 0.0% 0.0% 165 +7 33.33% Q1 2026 Apr 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 30 3 0.0% 0.0% 164 0 0.0% Q1 2026 May 08, 2026
OSAIC HOLDINGS, INC. History Added to 20 2 0.0% 169 +18 900.0% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 23 2 0.0% 167 +17 283.33% Q1 2026 May 15, 2026
Allworth Financial LP History Added to 17 2 0.0% 168 +12 240.0% Q1 2026 May 14, 2026
Steward Partners Investment Advisory, LLC History No change 20 2 0.0% 0.0% 170 0 0.0% Q1 2026 May 08, 2026
Global Retirement Partners, LLC History No change 28 2 0.0% 0.0% 171 0 0.0% Q4 2025 Feb 06, 2026
Stone House Investment Management, LLC History New 12 1 0.0% 175 +12 New Q1 2026 Apr 22, 2026
Fortitude Family Office, LLC History Added to 10 1 0.0% 174 +4 66.67% Q1 2026 Apr 15, 2026
QUADRANT CAPITAL GROUP LLC History No change 10 1 0.0% 0.0% 172 0 0.0% Q1 2026 May 13, 2026
Truvestments Capital LLC History No change 14 1 0.0% 0.0% 173 0 0.0% Q1 2026 May 13, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History Closed out 0 0 0.85% -389,420 -100.0% Q1 2026 May 15, 2026
PERCEPTIVE ADVISORS LLC History Closed out 0 0 0.5% -266,287 -100.0% Q1 2026 May 15, 2026
Artia Global Partners LP History Closed out 0 0 0.88% -59,200 -100.0% Q1 2026 May 15, 2026
SUPERSTRING CAPITAL MANAGEMENT LP History Closed out 0 0 1.43% -25,469 -100.0% Q1 2026 May 14, 2026
SIG BROKERAGE, LP History Closed out 0 0 0.07% -22,500 -100.0% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 0.0% -12,500 -100.0% Q1 2026 May 15, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -11,932 -100.0% Q1 2026 May 15, 2026
Catalio Capital Management, LP History Closed out 0 0 0.19% -10,452 -100.0% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -9,484 -100.0% Q1 2026 May 14, 2026
Cinctive Capital Management LP History Closed out 0 0 0.05% -8,707 -100.0% Q1 2026 May 15, 2026
Sigma Planning Corp History Closed out 0 0 0.02% -6,500 -100.0% Q1 2026 May 04, 2026
Brevan Howard Capital Management LP History Closed out 0 0 0.01% -5,740 -100.0% Q1 2026 May 15, 2026
PSP Research LLC History Closed out 0 0 0.46% -5,084 -100.0% Q1 2026 Apr 17, 2026
Baader Bank Aktiengesellschaft History Closed out 0 0 0.02% -3,131 -100.0% Q1 2026 May 08, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -227 -100.0% Q1 2026 May 08, 2026
Vermillion & White Wealth Management Group, LLC History Closed out 0 0 0.0% -88 -100.0% Q1 2026 May 15, 2026
Federation des caisses Desjardins du Quebec History Closed out 0 0 0.0% -18 -100.0% Q1 2026 May 13, 2026
Farther Finance Advisors, LLC History Reduced 3 0 0.0% -16 -84.21% Q1 2026 Apr 07, 2026
Physician Wealth Advisors, Inc. History Closed out 0 0 -8 -100.0% Q1 2026 Apr 24, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 -8 -100.0% Q1 2026 May 04, 2026
EverSource Wealth Advisors, LLC History New 7 0 +7 New Q1 2026 May 15, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 7 0 +7 New Q1 2026 May 08, 2026
Larson Financial Group LLC History New 6 0 +6 New Q1 2026 May 15, 2026
Western Wealth Management, LLC History New 6 0 +6 New Q1 2026 May 19, 2026
Rockefeller Capital Management L.P. History Closed out 0 0 -5 -100.0% Q1 2026 May 14, 2026
ROTHSCHILD INVESTMENT LLC History Added to 5 0 +3 150.0% Q1 2026 May 07, 2026
WPG Advisers, LLC History Added to 8 0 +1 14.29% Q1 2026 Apr 29, 2026
TFC Financial Management, Inc. History New 1 0 +1 New Q1 2026 Apr 23, 2026
Ameritas Advisory Services, LLC History New 1 0 +1 New Q1 2026 May 12, 2026
Covestor Ltd History New 1 0 +1 New Q1 2026 May 05, 2026
Keating Financial Advisory Services, Inc. History New 1 0 +1 New Q1 2026 May 15, 2026
FINANCIAL CONSULATE, INC History No change 5 0 0 0.0% Q1 2026 Apr 21, 2026
SageView Advisory Group, LLC History No change 6 0 0 0.0% Q4 2025 Feb 17, 2026
Smartleaf Asset Management LLC History No change 1 0 0 0.0% Q1 2026 May 15, 2026
Hughes Financial Services, LLC History No change 1 0 0 0.0% Q1 2026 Apr 29, 2026