PALVELLA THERAPEUTICS, INC. - PVLA

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
MONTANOVA CAPITAL, LLC History Reduced 1,135,406 173,512 3.17% 3.67% 1 -18,090 -1.57% Q2 2026 Aug 14, 2026
JENNISON ASSOCIATES LLC History Added to 960,619 146,801 0.09% 0.05% 2 +320,008 49.95% Q2 2026 Aug 03, 2026
BlackRock, Inc. History Added to 918,357 140,343 0.0% 0.0% 3 +231,504 33.71% Q2 2026 Aug 07, 2026
Frazier Life Sciences Management, L.P. History No change 882,400 134,848 2.94% 2.83% 4 0 0.0% Q2 2026 Aug 14, 2026
First Light Asset Management, LLC History Reduced 771,901 117,961 7.17% 10.96% 5 -208,857 -21.3% Q2 2026 Aug 14, 2026
BVF INC/IL History Reduced 672,789 102,815 2.63% 3.82% 6 -288,200 -29.99% Q2 2026 Aug 14, 2026
STATE STREET CORP History Added to 653,172 99,817 0.0% 0.0% 7 +194,173 42.3% Q2 2026 Aug 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 638,868 97,632 0.01% 0.01% 8 +236,304 58.7% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Added to 513,794 78,517 0.0% 0.0% 9 +36,500 7.65% Q2 2026 Aug 13, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Added to 478,833 73,175 0.68% 0.48% 10 +104,798 28.02% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 433,015 66,173 0.1% 0.09% 11 0 0.0% Q2 2026 Aug 12, 2026
ORBIMED ADVISORS LLC History Added to 332,360 50,791 0.94% 0.46% 12 +147,760 80.04% Q2 2026 Aug 14, 2026
Woodline Partners LP History No change 317,517 48,522 0.15% 0.15% 13 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 276,164 42,213 0.0% 0.0% 14 +70,555 34.32% Q2 2026 Aug 12, 2026
Siren, L.L.C. History No change 257,485 39,348 0.8% 0.89% 15 0 0.0% Q2 2026 Aug 13, 2026
PRIMECAP MANAGEMENT CO/CA/ History Added to 256,182 39,149 0.02% 0.02% 16 +61,152 31.36% Q2 2026 Aug 14, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Reduced 231,484 35,375 0.47% 0.48% 17 -1,764 -0.76% Q2 2026 Aug 14, 2026
EMERALD ADVISERS, LLC History Added to 229,486 35,070 0.83% 0.64% 18 +67,986 42.1% Q2 2026 Aug 05, 2026
FMR LLC History Reduced 214,841 32,831 0.0% 0.0% 19 -967 -0.45% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 214,597 32,794 0.0% 0.0% 20 +21,689 11.24% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 253,168 31,557 0.01% 0.01% 21 -9,667 -3.68% Q2 2026 Aug 14, 2026
MPM BioImpact LLC History Reduced 204,027 31,179 1.9% 1.99% 22 -2,377 -1.15% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History Added to 201,514 30,795 0.0% 0.0% 23 +7,335 3.78% Q2 2026 Aug 14, 2026
MORGAN STANLEY History Added to 181,428 27,725 0.0% 0.0% 24 +53,441 41.76% Q2 2026 Aug 13, 2026
Caption Management, LLC History Reduced 170,000 25,979 0.12% 0.17% 25 -67,100 -28.3% Q2 2026 Aug 14, 2026
First Turn Management, LLC History Added to 156,450 23,908 2.56% 2.06% 26 +8,357 5.64% Q2 2026 Aug 14, 2026
Bellevue Group AG History New 155,000 23,687 0.5% 27 +155,000 New Q2 2026 Aug 14, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History Added to 129,847 19,843 0.7% 0.64% 28 +24,027 22.71% Q2 2026 Aug 05, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 128,962 19,707 0.0% 0.0% 29 +38,104 41.94% Q2 2026 Aug 13, 2026
Aberdeen Group plc History Added to 120,238 18,374 0.03% 0.02% 30 +39,157 48.29% Q2 2026 Jul 31, 2026
NORTHERN TRUST CORP History Added to 97,193 14,853 0.0% 0.0% 31 +32,822 50.99% Q2 2026 Aug 13, 2026
NEXTBio Capital Management LP History Added to 89,909 13,739 6.32% 4.79% 32 +7,223 8.74% Q2 2026 Aug 14, 2026
Clio Asset Management LLC History Reduced 86,343 13,194 10.49% 9.48% 33 -4,414 -4.86% Q2 2026 Jul 23, 2026
Neuberger Berman Group LLC History Added to 83,107 12,700 0.01% 0.0% 34 +34,004 69.25% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 73,995 11,307 0.0% 0.0% 35 +9,212 14.22% Q2 2026 Aug 13, 2026
UBS Group AG History Reduced 72,526 11,083 0.0% 0.0% 36 -32,011 -30.62% Q2 2026 Aug 13, 2026
Avidity Partners Management LP History No change 70,000 10,697 1.71% 2.03% 37 0 0.0% Q2 2026 Aug 14, 2026
AWM Investment Company, Inc. History No change 69,416 10,608 0.92% 0.96% 38 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 67,469 10,310 0.0% 0.0% 39 -2,432 -3.48% Q2 2026 Aug 13, 2026
SEVEN GRAND MANAGERS, LLC History No change 60,000 9,169 0.37% 0.5% 40 0 0.0% Q2 2026 Aug 14, 2026
Clearbridge Investments, LLC History Reduced 59,341 9,068 0.01% 0.01% 41 -69 -0.12% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 54,554 8,336 0.0% 0.0% 42 +16,582 43.67% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 53,270 8,140 0.01% 0.0% 43 +35,300 196.44% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 52,212 7,979 0.0% 0.0% 44 -41,434 -44.25% Q2 2026 Aug 14, 2026
Ensign Peak Advisors, Inc History Added to 51,660 7,894 0.01% 0.01% 45 +12,437 31.71% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History New 50,001 7,641 0.0% 46 +50,001 New Q2 2026 Aug 14, 2026
Nicholas Investment Partners, LP History Added to 49,718 7,597 0.43% 0.25% 47 +22,115 80.12% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Reduced 47,220 7,216 0.0% 0.0% 48 -9,252 -16.38% Q2 2026 Sep 02, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 44,536 6,805 0.01% 0.02% 49 -52,190 -53.96% Q2 2026 Aug 14, 2026
Lisanti Capital Growth, LLC History Added to 42,975 6,567 1.44% 1.3% 50 +1,530 3.69% Q2 2026 Aug 10, 2026
WCM INVESTMENT MANAGEMENT, LLC History Added to 40,140 6,215 0.01% 0.01% 51 +176 0.44% Q2 2026 Aug 13, 2026
ROYCE & ASSOCIATES LP History Added to 40,509 6,190 0.05% 0.04% 52 +9,002 28.57% Q2 2026 Aug 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History New 39,865 6,092 0.04% 53 +39,865 New Q2 2026 Aug 14, 2026
Jump Financial, LLC History Added to 39,413 6,023 0.05% 0.01% 54 +32,670 484.5% Q2 2026 Aug 13, 2026
APIS CAPITAL ADVISORS, LLC History Reduced 39,000 5,959 0.58% 1.71% 55 -50,000 -56.18% Q2 2026 Aug 14, 2026
Blue Owl Capital Holdings LP History Added to 36,259 5,541 0.83% 1.05% 56 +5,000 16.0% Q2 2026 Aug 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 35,594 5,439 0.0% 0.0% 57 +1,554 4.57% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History Added to 35,585 5,438 0.01% 0.0% 58 +15,638 78.4% Q2 2026 Aug 05, 2026
Invesco Ltd. History Reduced 33,652 5,142 0.0% 0.0% 59 -14,875 -30.65% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 32,583 4,979 0.0% 0.0% 60 +9,613 41.85% Q2 2026 Aug 14, 2026
FRED ALGER MANAGEMENT, LLC History Added to 31,424 4,802 0.02% 0.01% 61 +10,188 47.98% Q2 2026 Aug 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History New 31,318 4,786 0.05% 62 +31,318 New Q2 2026 Aug 11, 2026
Bank of New York Mellon Corp History Added to 30,587 4,674 0.0% 0.0% 63 +12,546 69.54% Q2 2026 Aug 06, 2026
JANE STREET GROUP, LLC History Reduced 28,900 4,416 0.0% 0.0% 64 -12,100 -29.51% Q2 2026 Aug 14, 2026
Nuveen, LLC History Added to 25,231 3,855 0.0% 0.0% 65 +4,397 21.1% Q2 2026 Aug 11, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 25,000 3,820 0.01% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
NOMURA HOLDINGS INC History Reduced 23,963 3,662 0.0% 0.01% 67 -45 -0.19% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 23,663 3,616 0.0% 0.0% 68 -1,783 -7.01% Q2 2026 Aug 14, 2026
Legato Capital Management LLC History Added to 23,490 3,589 0.3% 0.18% 69 +7,467 46.6% Q2 2026 Aug 06, 2026
TD ASSET MANAGEMENT INC History No change 22,746 3,476 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 04, 2026
ACT CAPITAL MANAGEMENT, LLC History New 22,500 3,438 2.25% 71 +22,500 New Q2 2026 Jul 29, 2026
Russell Investments Group, Ltd. History Added to 22,345 3,414 0.0% 0.0% 72 +8,818 65.19% Q2 2026 Aug 06, 2026
Swiss National Bank History No change 19,400 2,964 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 11, 2026
Informed Momentum Co LLC History Reduced 18,849 2,880 0.26% 0.42% 74 -10,479 -35.73% Q2 2026 Aug 13, 2026
F/m Investments LLC History Added to 17,446 2,666 0.14% 0.11% 75 +3,607 26.06% Q2 2026 Aug 05, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 15,545 2,375 0.0% 0.0% 76 -2,362 -13.19% Q2 2026 Sep 09, 2026
CITIGROUP INC History Added to 15,493 2,367 0.0% 0.0% 77 +12,989 518.73% Q2 2026 Aug 03, 2026
ALPS ADVISORS INC History Added to 14,356 2,193 0.01% 0.01% 78 +3,224 28.96% Q2 2026 Jul 29, 2026
Capricorn Fund Managers Ltd History New 14,088 2,152 0.17% 79 +14,088 New Q2 2026 Jul 24, 2026
RHUMBLINE ADVISERS History Added to 13,528 2,067 0.0% 0.0% 80 +4,399 48.19% Q2 2026 Aug 11, 2026
Trexquant Investment LP History Reduced 13,495 2,062 0.01% 0.03% 81 -23,144 -63.17% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History Added to 13,008 1,987 0.0% 0.0% 82 +7,184 123.35% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History Reduced 12,807 1,957 0.0% 0.0% 83 -3,856 -23.14% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 12,294 1,878 0.0% 0.0% 84 +7,404 151.41% Q2 2026 Aug 14, 2026
OAK RIDGE INVESTMENTS LLC History New 12,038 1,839 0.1% 85 +12,038 New Q2 2026 Jul 21, 2026
DEUTSCHE BANK AG\ History Added to 11,838 1,809 0.0% 0.0% 86 +4,054 52.08% Q2 2026 Aug 07, 2026
Cresset Asset Management, LLC History Reduced 11,629 1,777 0.01% 0.01% 87 -231 -1.95% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 11,531 1,762 0.0% 0.0% 88 +128 1.12% Q2 2026 Aug 07, 2026
Rafferty Asset Management, LLC History Reduced 11,361 1,736 0.0% 0.01% 89 -3,229 -22.13% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 11,162 1,705 0.0% 0.0% 90 +4,267 61.89% Q2 2026 Aug 24, 2026
Calamos Advisors LLC History Added to 10,479 1,601 0.01% 0.0% 91 +675 6.88% Q2 2026 Jul 31, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 10,430 1,593 0.0% 0.0% 92 -10,712 -50.67% Q2 2026 Jul 29, 2026
Mariner, LLC History Added to 10,361 1,583 0.0% 0.0% 93 +5,941 134.41% Q2 2026 Aug 13, 2026
Knights of Columbus Asset Advisors LLC History Added to 10,031 1,532 0.08% 0.05% 94 +2,273 29.3% Q2 2026 Jul 31, 2026
XTX Topco Ltd History Added to 8,861 1,354 0.02% 0.01% 95 +3,033 52.04% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History Added to 8,420 1,303 0.0% 0.0% 96 +2,901 52.56% Q2 2026 Aug 12, 2026
MARTINGALE ASSET MANAGEMENT L P History New 8,406 1,284 0.03% 97 +8,406 New Q2 2026 Aug 13, 2026
Legal & General Group Plc History Added to 7,994 1,221 0.0% 0.0% 98 +548 7.36% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History New 7,906 1,208 0.0% 99 +7,906 New Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History Added to 6,405 978 0.0% 0.0% 100 +2,145 50.35% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 6,399 977 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 6,372 976 0.0% 0.0% 103 +1,684 35.92% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 6,392 976 0.0% 0.0% 102 +463 7.81% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 6,209 948 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 5,875 898 0.01% 0.01% 105 +1,275 27.72% Q2 2026 Aug 14, 2026
ASPIRIANT, LLC History No change 5,852 894 0.02% 0.02% 106 0 0.0% Q2 2026 Jul 20, 2026
PROFUND ADVISORS LLC History Reduced 5,753 879 0.02% 0.03% 107 -745 -11.47% Q2 2026 Aug 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 5,716 873 0.0% 0.0% 108 +564 10.95% Q2 2026 Aug 12, 2026
Penn Capital Management Company, LLC History New 5,506 841 0.05% 109 +5,506 New Q2 2026 Jul 30, 2026
Mitsubishi UFJ Asset Management (UK) Ltd. History New 5,500 841 0.39% 110 +5,500 New Q2 2026 Jul 28, 2026
ExodusPoint Capital Management, LP History Reduced 5,494 839 0.01% 0.02% 111 -14,783 -72.91% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History Reduced 5,176 790 0.0% 0.0% 112 -7,891 -60.39% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 5,151 787 0.0% 0.0% 113 -22,630 -81.46% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History Added to 4,838 739 0.0% 0.0% 114 +181 3.89% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 4,731 722 0.0% 0.0% 115 +1,174 33.01% Q2 2026 Aug 13, 2026
LPL Financial LLC History Added to 4,625 706 0.0% 0.0% 116 +738 18.99% Q2 2026 Aug 07, 2026
BROWN ADVISORY INC History Reduced 4,349 664 0.0% 0.0% 117 -420 -8.81% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 4,307 658 0.0% 0.0% 118 +763 21.53% Q2 2026 Aug 06, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 4,198 641 0.0% 0.0% 119 +2,063 96.63% Q2 2026 Aug 03, 2026
Creative Planning History Reduced 4,127 630 0.0% 0.0% 120 -266 -6.06% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History New 3,600 550 0.0% 121 +3,600 New Q2 2026 Aug 14, 2026
LETKO, BROSSEAU & ASSOCIATES INC History No change 3,500 534 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History Added to 3,240 495 0.0% 0.0% 123 +611 23.24% Q2 2026 Aug 04, 2026
Police & Firemen's Retirement System of New Jersey History Added to 3,236 494 0.0% 0.0% 124 +1,262 63.93% Q2 2026 Jul 23, 2026
SG Americas Securities, LLC History Added to 3,098 473 0.0% 0.0% 125 +626 25.32% Q2 2026 Aug 07, 2026
Virtus Investment Advisers, LLC History Added to 3,007 459 0.11% 0.09% 126 +242 8.75% Q2 2026 Aug 11, 2026
CERTUITY, LLC History No change 3,000 458 0.02% 0.02% 127 0 0.0% Q2 2026 Jul 28, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 2,983 455 0.0% 0.0% 128 +1,156 63.27% Q2 2026 Jul 28, 2026
JANUS HENDERSON GROUP PLC History No change 3,600 449 0.0% 0.0% 129 0 0.0% Q1 2026 May 18, 2026
MARSHALL WACE, LLP History New 2,852 435 0.0% 130 +2,852 New Q2 2026 Aug 13, 2026
BARCLAYS PLC History Added to 2,793 426 0.0% 0.0% 131 +802 40.28% Q2 2026 Aug 14, 2026
Arizona State Retirement System History Added to 2,765 422 0.0% 0.0% 132 +652 30.86% Q2 2026 Aug 07, 2026
KLP KAPITALFORVALTNING AS History No change 2,600 397 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History No change 2,586 395 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 13, 2026
DELTEC ASSET MANAGEMENT LLC History No change 2,400 366 0.05% 0.05% 135 0 0.0% Q2 2026 Jul 21, 2026
AQR CAPITAL MANAGEMENT LLC History New 2,316 353 0.0% 136 +2,316 New Q2 2026 Aug 14, 2026
DnB Asset Management AS History New 2,244 342 0.0% 137 +2,244 New Q2 2026 Aug 11, 2026
Alyeska Investment Group, L.P. History Reduced 2,223 339 0.0% 0.06% 138 -177,699 -98.76% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History Added to 2,218 338 0.0% 0.0% 139 +596 36.74% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 2,197 335 0.0% 0.0% 140 +223 11.3% Q2 2026 Aug 10, 2026
Brevan Howard Capital Management LP History New 2,180 333 0.0% 141 +2,180 New Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 2,017 308 0.0% 0.0% 142 +164 8.85% Q2 2026 Aug 03, 2026
PRUDENTIAL FINANCIAL INC History New 1,755 268 0.0% 143 +1,755 New Q2 2026 Aug 12, 2026
E Fund Management Co., Ltd. History Reduced 1,602 244 0.01% 0.01% 144 -233 -12.7% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History New 1,517 231 0.0% 145 +1,517 New Q2 2026 Aug 13, 2026
ProShare Advisors LLC History New 1,434 219 0.0% 146 +1,434 New Q2 2026 Aug 11, 2026
China Universal Asset Management Co., Ltd. History Added to 1,357 207 0.01% 0.01% 147 +357 35.7% Q2 2026 Jul 24, 2026
Pictet Asset Management Holding SA History New 1,331 203 0.0% 148 +1,331 New Q2 2026 Jul 30, 2026
Fulcrum Asset Management LLP History New 1,126 174 0.02% 149 +1,126 New Q2 2026 Aug 18, 2026
Chung Wu Investment Group, LLC History Reduced 1,100 168 0.11% 0.25% 150 -1,200 -52.17% Q2 2026 Jul 31, 2026
Ameritas Investment Partners, Inc. History Added to 996 152 0.0% 0.0% 151 +416 71.72% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 1,000 152 0.0% 0.0% 152 0 0.0% Q2 2026 Jul 15, 2026
State of Wyoming History New 879 134 0.01% 153 +879 New Q2 2026 Aug 06, 2026
ROYAL BANK OF CANADA History Added to 685 105 0.0% 0.0% 154 +557 435.16% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History Reduced 545 83 0.0% 0.0% 155 -531 -49.35% Q2 2026 Aug 11, 2026
Quantbot Technologies LP History New 462 70 0.0% 156 +462 New Q2 2026 Aug 12, 2026
Archer Investment Corp History No change 449 68 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 03, 2026
Kemnay Advisory Services Inc. History New 374 57 0.01% 158 +374 New Q2 2026 Aug 14, 2026
HighMark Wealth Management LLC History No change 322 49 0.02% 0.02% 159 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 229 34 0.0% 161 +229 New Q2 2026 Aug 12, 2026
KBC Group NV History No change 224 34 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 05, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 226 33 0.0% 0.0% 162 +203 882.61% Q2 2026 Aug 14, 2026
Bayforest Capital Ltd History New 208 31 0.03% 163 +208 New Q2 2026 Aug 05, 2026
Pacer Advisors, Inc. History New 190 29 0.0% 164 +190 New Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History New 168 25 0.0% 165 +168 New Q2 2026 Aug 12, 2026
Nykredit A/S History New 139 21 0.0% 166 +139 New Q2 2026 Sep 08, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 105 16 0.0% 0.0% 167 +34 47.89% Q2 2026 Aug 10, 2026
GROUP ONE TRADING LLC History Reduced 100 15 0.0% 0.0% 168 -5,000 -98.04% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History Added to 91 13 0.0% 0.0% 169 +71 355.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History Added to 73 11 0.0% 170 +67 1116.67% Q2 2026 Aug 14, 2026
EASTERN BANK History New 52 7 0.0% 172 +52 New Q2 2026 Jul 01, 2026
PRIVATE TRUST CO NA History No change 50 7 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 28, 2026
Sterling Capital Management LLC History Reduced 39 5 0.0% 0.0% 173 -27 -40.91% Q2 2026 Jul 28, 2026
GAMMA Investing LLC History Added to 37 5 0.0% 0.0% 174 +9 32.14% Q2 2026 Jul 07, 2026
Global Retirement Partners, LLC History New 31 4 0.0% 177 +31 New Q2 2026 Aug 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 31 4 0.0% 0.0% 175 +1 3.33% Q2 2026 Aug 07, 2026
CWM, LLC History No change 35 4 0.0% 0.0% 176 0 0.0% Q1 2026 May 14, 2026
SIGNATUREFD, LLC History Reduced 21 3 0.0% 0.0% 178 -29 -58.0% Q2 2026 Jul 23, 2026
Quarry LP History New 23 3 0.0% 181 +23 New Q2 2026 Aug 14, 2026
Rossby Financial, LCC History Reduced 24 3 0.0% 0.0% 180 -1 -4.0% Q2 2026 Aug 04, 2026
Steward Partners Investment Advisory, LLC History No change 20 3 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History New 19 2 0.0% 186 +19 New Q2 2026 Aug 10, 2026
US BANCORP \DE\ History Reduced 17 2 0.0% 0.0% 182 -18 -51.43% Q2 2026 Aug 12, 2026
Stone House Investment Management, LLC History Added to 18 2 0.0% 0.0% 184 +6 50.0% Q2 2026 Aug 05, 2026
Allworth Financial LP History Reduced 14 2 0.0% 0.0% 183 -3 -17.65% Q2 2026 Aug 11, 2026
Truvestments Capital LLC History No change 14 2 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 12, 2026
CoreCap Advisors, LLC History New 11 1 0.0% 192 +11 New Q2 2026 Jul 06, 2026
Farther Finance Advisors, LLC History Added to 13 1 0.0% 189 +10 333.33% Q2 2026 Jul 17, 2026
Keating Financial Advisory Services, Inc. History Added to 8 1 0.0% 191 +7 700.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History New 7 1 0.0% 193 +7 New Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History Added to 10 1 0.0% 187 +3 42.86% Q2 2026 Jul 24, 2026
Covestor Ltd History Added to 4 1 0.0% 188 +3 300.0% Q2 2026 Aug 07, 2026
WPG Advisers, LLC History No change 8 1 0.0% 190 0 0.0% Q2 2026 Aug 05, 2026
Artisan Partners Limited Partnership History Closed out 0 0 0.04% -193,796 -100.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.01% -88,160 -100.0% Q2 2026 Aug 14, 2026
Ikarian Capital, LLC History Closed out 0 0 0.65% -64,626 -100.0% Q2 2026 Aug 14, 2026
Samsara BioCapital, LLC History Closed out 0 0 0.47% -38,432 -100.0% Q2 2026 Aug 14, 2026
BlueCrest Capital Management Ltd History Closed out 0 0 0.15% -20,000 -100.0% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.03% -18,962 -100.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History Closed out 0 0 0.01% -8,232 -100.0% Q2 2026 Aug 06, 2026
Virtu Financial LLC History Closed out 0 0 0.04% -7,726 -100.0% Q2 2026 Aug 13, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.02% -6,652 -100.0% Q2 2026 Aug 14, 2026
HighVista Strategies LLC History Closed out 0 0 0.2% -5,903 -100.0% Q2 2026 Aug 14, 2026
Prosight Management, LP History Closed out 0 0 0.1% -5,000 -100.0% Q2 2026 Aug 14, 2026
Hudson Bay Capital Management LP History Closed out 0 0 0.0% -2,140 -100.0% Q2 2026 Aug 14, 2026
MANGROVE PARTNERS IM, LLC History Closed out 0 0 0.02% -1,791 -100.0% Q2 2026 Aug 14, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.02% -1,606 -100.0% Q2 2026 Aug 14, 2026
Swiss Life Asset Management Ltd History Closed out 0 0 0.0% -471 -100.0% Q2 2026 Jul 29, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.0% -180 -100.0% Q2 2026 Aug 04, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 0.0% -10 -100.0% Q2 2026 Aug 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 -7 -100.0% Q2 2026 Aug 13, 2026
Fortitude Family Office, LLC History Reduced 5 0 0.0% -5 -50.0% Q2 2026 Jul 20, 2026
Hughes Financial Services, LLC History Added to 3 0 +2 200.0% Q2 2026 Jul 20, 2026
ROTHSCHILD INVESTMENT LLC History Added to 6 0 +1 20.0% Q2 2026 Aug 06, 2026
NFSG Corp History New 1 0 +1 New Q2 2026 Aug 14, 2026
Essential Partners LLC History New 1 0 +1 New Q2 2026 Aug 10, 2026
Ameritas Advisory Services, LLC History Closed out 0 0 -1 -100.0% Q2 2026 Aug 14, 2026
FINANCIAL CONSULATE, INC History No change 5 0 0 0.0% Q2 2026 Jul 23, 2026
TFC Financial Management, Inc. History No change 1 0 0 0.0% Q2 2026 Jul 23, 2026
Smartleaf Asset Management LLC History No change 1 0 0 0.0% Q2 2026 Aug 12, 2026