Rapport Therapeutics, Inc. - RAPP

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
FMR LLC History Added to 7,168,939 224,316 0.01% 0.01% 1 +57,074 0.8% Q1 2026 May 15, 2026
TRV GP V, LLC History No change 7,135,233 223,261 55.68% 50.44% 2 0 0.0% Q1 2026 May 07, 2026
ARCH Venture Management, LLC History No change 3,728,738 116,672 17.23% 17.36% 3 0 0.0% Q1 2026 May 15, 2026
Capital International Investors History Reduced 3,097,973 96,935 0.02% 0.02% 4 -304,556 -8.95% Q1 2026 May 13, 2026
Cormorant Asset Management, LP History Reduced 2,957,521 92,540 4.65% 4.25% 5 -70,000 -2.31% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 2,942,251 92,063 0.01% 0.01% 6 -59,628 -1.99% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 2,505,955 78,411 0.0% 0.0% 7 +74,093 3.05% Q1 2026 May 13, 2026
Sofinnova Investments, Inc. History No change 1,904,408 59,588 2.26% 2.49% 8 0 0.0% Q1 2026 May 15, 2026
JOHNSON & JOHNSON History No change 1,784,517 55,837 8.56% 9.75% 9 0 0.0% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 1,817,757 55,150 0.0% 0.0% 10 0 0.0% Q4 2025 Jan 29, 2026
Polar Capital Holdings Plc History Added to 1,642,461 51,392 0.18% 0.12% 11 +637,733 63.47% Q1 2026 May 15, 2026
BAKER BROS. ADVISORS LP History No change 1,547,090 48,408 0.28% 0.27% 12 0 0.0% Q1 2026 May 15, 2026
Vestal Point Capital, LP History Added to 1,436,229 44,939 1.26% 1.14% 13 +326,229 29.39% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,325,082 41,461 0.0% 14 +1,325,082 New Q1 2026 May 15, 2026
TRV GP VI, LLC History No change 969,218 30,326 22.37% 19.8% 15 0 0.0% Q1 2026 May 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 918,866 28,751 0.01% 0.01% 16 -33,505 -3.52% Q1 2026 May 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 866,456 27,112 0.0% 0.0% 17 -15,153 -1.72% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 759,552 23,766 0.0% 0.0% 18 +44,731 6.26% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 721,622 22,583 0.0% 0.0% 19 +26,888 3.87% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 727,843 22,082 0.01% 0.01% 20 -60,568 -7.68% Q1 2026 May 15, 2026
PERCEPTIVE ADVISORS LLC History No change 673,923 21,087 0.41% 0.36% 21 0 0.0% Q1 2026 May 29, 2026
Siren, L.L.C. History Reduced 641,469 20,071 0.56% 0.64% 22 -67,000 -9.46% Q1 2026 May 14, 2026
T. Rowe Price Investment Management, Inc. History Added to 620,600 19,419 0.01% 0.01% 23 +385,831 164.34% Q1 2026 May 15, 2026
Capital World Investors History New 536,607 16,790 0.0% 24 +536,607 New Q1 2026 May 13, 2026
Sio Capital Management, LLC History Added to 366,809 11,477 1.65% 0.88% 25 +181,544 97.99% Q1 2026 May 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 320,909 10,041 0.0% 26 +320,909 New Q1 2026 May 08, 2026
MILLENNIUM MANAGEMENT LLC History Added to 319,552 9,998 0.0% 0.0% 27 +117,727 58.33% Q1 2026 May 15, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 257,431 8,055 0.17% 0.11% 28 +78,694 44.03% Q1 2026 May 13, 2026
Burkehill Global Management, LP History No change 250,000 7,822 0.39% 0.5% 29 0 0.0% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 239,917 7,507 0.0% 0.0% 30 -4,474 -1.83% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 237,992 7,446 0.0% 0.0% 31 +17,177 7.78% Q1 2026 May 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 224,498 7,024 0.0% 0.0% 32 +141,011 168.9% Q1 2026 May 07, 2026
Ensign Peak Advisors, Inc History No change 194,200 6,076 0.01% 0.01% 33 0 0.0% Q1 2026 May 13, 2026
VANGUARD FIDUCIARY TRUST CO History New 189,253 5,921 0.0% 34 +189,253 New Q1 2026 May 08, 2026
Candriam S.C.A. History New 185,925 5,817 0.03% 35 +185,925 New Q1 2026 Apr 30, 2026
D. E. Shaw & Co., Inc. History Reduced 175,449 5,489 0.0% 0.0% 36 -71,866 -29.06% Q1 2026 May 15, 2026
Invesco Ltd. History Reduced 171,757 5,374 0.0% 0.0% 37 -95,363 -35.7% Q1 2026 May 12, 2026
MORGAN STANLEY History Reduced 165,954 5,192 0.0% 0.0% 38 -44,377 -21.1% Q1 2026 May 15, 2026
UBS Group AG History Reduced 151,758 4,748 0.0% 0.0% 39 -74,602 -32.96% Q1 2026 May 05, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 150,000 4,693 0.01% 0.01% 40 0 0.0% Q1 2026 May 15, 2026
Artia Global Partners LP History No change 138,508 4,333 0.87% 0.6% 41 0 0.0% Q1 2026 May 15, 2026
Freestone Grove Partners LP History New 127,783 3,998 0.03% 42 +127,783 New Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Reduced 114,815 3,592 0.0% 0.01% 43 -140,152 -54.97% Q1 2026 May 13, 2026
Swedbank AB History No change 113,200 3,542 0.0% 0.0% 44 0 0.0% Q1 2026 Apr 29, 2026
BANK OF AMERICA CORP /DE/ History Added to 110,826 3,467 0.0% 0.0% 45 +76,273 220.74% Q1 2026 May 15, 2026
TD ASSET MANAGEMENT INC History Reduced 99,078 3,100 0.0% 0.0% 46 -16,112 -13.99% Q1 2026 May 11, 2026
CITIGROUP INC History Added to 78,799 2,465 0.0% 0.0% 47 +22,315 39.51% Q1 2026 May 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 78,231 2,447 0.0% 0.0% 48 +21,774 38.57% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 75,359 2,357 0.0% 0.0% 49 -3,300 -4.2% Q1 2026 May 15, 2026
DAFNA Capital Management LLC History No change 75,000 2,346 0.53% 0.53% 50 0 0.0% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 72,948 2,282 0.0% 0.0% 51 +6,799 10.28% Q1 2026 May 12, 2026
Bank of New York Mellon Corp History Reduced 72,319 2,262 0.0% 0.0% 52 -1,762 -2.38% Q1 2026 May 05, 2026
Nuveen, LLC History Added to 71,508 2,237 0.0% 0.0% 53 +562 0.79% Q1 2026 Apr 30, 2026
Swiss National Bank History Added to 56,500 1,767 0.0% 0.0% 54 +1,900 3.48% Q1 2026 May 07, 2026
AMERICAN CENTURY COMPANIES INC History Added to 56,292 1,761 0.0% 0.0% 55 +9,443 20.16% Q1 2026 May 15, 2026
XTX Topco Ltd History Added to 47,903 1,498 0.03% 0.01% 56 +34,841 266.74% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 44,672 1,397 0.0% 0.0% 57 +34,464 337.62% Q1 2026 May 15, 2026
ALPS ADVISORS INC History Reduced 38,907 1,217 0.01% 0.01% 58 -232 -0.59% Q1 2026 May 08, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 35,952 1,124 0.0% 0.0% 59 +23,599 191.04% Q1 2026 May 12, 2026
Y-Intercept (Hong Kong) Ltd History New 35,825 1,120 0.02% 60 +35,825 New Q1 2026 Apr 27, 2026
RHUMBLINE ADVISERS History Added to 34,533 1,080 0.0% 0.0% 61 +3,807 12.39% Q1 2026 May 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 33,426 1,045 0.0% 0.0% 62 +6,736 25.24% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Added to 32,918 1,030 0.0% 0.0% 63 +30,636 1342.51% Q1 2026 May 08, 2026
SEI INVESTMENTS CO History Added to 30,819 964 0.0% 0.0% 64 +12,551 68.7% Q1 2026 May 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 28,103 879 0.0% 0.0% 65 -22,516 -44.48% Q1 2026 May 15, 2026
SECTORAL ASSET MANAGEMENT INC History Reduced 25,421 835 0.69% 0.95% 66 -13,504 -34.69% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 25,510 798 0.0% 0.0% 67 +4,632 22.19% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 24,169 756 0.0% 0.0% 68 +2,634 12.23% Q1 2026 May 06, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 23,914 748 0.0% 0.0% 69 +15,617 188.22% Q1 2026 May 15, 2026
Susquehanna Portfolio Strategies, LLC History Added to 22,784 712 0.01% 0.0% 70 +15,753 224.05% Q1 2026 May 15, 2026
Trexquant Investment LP History Reduced 20,984 656 0.0% 0.02% 71 -41,995 -66.68% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 18,532 579 0.0% 72 +18,532 New Q1 2026 May 08, 2026
Vanguard Global Advisers, LLC History New 17,240 539 0.0% 73 +17,240 New Q1 2026 May 08, 2026
Legal & General Group Plc History Reduced 17,154 536 0.0% 0.0% 74 -5,230 -23.36% Q1 2026 May 08, 2026
MetLife Investment Management, LLC History No change 15,996 500 0.0% 0.0% 75 0 0.0% Q1 2026 May 14, 2026
Creative Planning History Added to 15,519 485 0.0% 0.0% 76 +3,307 27.08% Q1 2026 May 12, 2026
VARCOV Co. History New 15,473 484 0.18% 77 +15,473 New Q1 2026 May 15, 2026
Optimize Financial Inc History New 14,656 458 0.23% 78 +14,656 New Q1 2026 May 12, 2026
AMERIPRISE FINANCIAL INC History Reduced 14,585 456 0.0% 0.0% 79 -209 -1.41% Q1 2026 May 15, 2026
PSP Research LLC History Reduced 14,000 438 0.31% 0.46% 81 -3,506 -20.03% Q1 2026 Apr 17, 2026
JPMORGAN CHASE & CO History Added to 15,846 438 0.0% 0.0% 80 +717 4.74% Q1 2026 May 13, 2026
JANUS HENDERSON GROUP PLC History No change 13,800 432 0.0% 0.0% 82 0 0.0% Q1 2026 May 18, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 13,618 426 0.0% 0.0% 83 +369 2.79% Q1 2026 May 15, 2026
Allianz Asset Management GmbH History No change 13,200 413 0.0% 0.0% 84 0 0.0% Q1 2026 May 11, 2026
China Universal Asset Management Co., Ltd. History Added to 12,058 377 0.03% 0.03% 85 +1,292 12.0% Q1 2026 Apr 27, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 11,789 367 0.0% 0.0% 86 -32,502 -73.38% Q1 2026 May 13, 2026
Walleye Capital LLC History New 11,148 348 0.0% 87 +11,148 New Q1 2026 May 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 11,116 347 0.0% 0.0% 88 -20,993 -65.38% Q1 2026 May 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 11,000 344 0.0% 0.0% 89 +3,700 50.68% Q1 2026 May 06, 2026
Soleus Capital Management, L.P. History New 10,000 312 0.01% 91 +10,000 New Q1 2026 May 14, 2026
CATALYST PRIVATE WEALTH, LLC History No change 10,000 312 0.17% 0.13% 90 0 0.0% Q1 2026 Apr 13, 2026
GSA CAPITAL PARTNERS LLP History Reduced 9,928 311 0.02% 0.03% 92 -2,805 -22.03% Q1 2026 May 08, 2026
State of New Jersey Common Pension Fund D History New 9,773 305 0.0% 93 +9,773 New Q1 2026 May 05, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 9,700 303 0.0% 0.01% 94 -109,114 -91.84% Q1 2026 May 14, 2026
BARCLAYS PLC History Reduced 9,611 300 0.0% 0.0% 95 -42,869 -81.69% Q1 2026 May 14, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History New 9,500 297 0.06% 96 +9,500 New Q1 2026 May 13, 2026
STIFEL FINANCIAL CORP History Added to 9,023 282 0.0% 0.0% 97 +2,200 32.24% Q1 2026 May 12, 2026
Virtus Investment Advisers, LLC History Added to 9,007 281 0.08% 0.07% 98 +218 2.48% Q1 2026 May 14, 2026
Arizona State Retirement System History Added to 7,854 245 0.0% 0.0% 99 +128 1.66% Q1 2026 May 01, 2026
Verition Fund Management LLC History New 7,531 235 0.0% 100 +7,531 New Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History No change 7,471 233 0.0% 0.0% 101 0 0.0% Q1 2026 Apr 29, 2026
Vanguard Investments Australia, Ltd. History New 7,259 227 0.0% 102 +7,259 New Q1 2026 May 08, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 7,035 220 0.0% 0.0% 103 -991 -12.35% Q1 2026 May 08, 2026
Allspring Global Investments Holdings, LLC History New 6,868 214 0.0% 104 +6,868 New Q1 2026 May 05, 2026
MANGROVE PARTNERS IM, LLC History New 6,753 211 0.02% 105 +6,753 New Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History New 6,612 206 0.0% 106 +6,612 New Q1 2026 May 08, 2026
Quantbot Technologies LP History New 6,493 203 0.01% 107 +6,493 New Q1 2026 May 13, 2026
AlphaCentric Advisors LLC History Added to 6,438 201 0.2% 0.18% 108 +408 6.77% Q1 2026 May 07, 2026
ProShare Advisors LLC History Reduced 6,394 200 0.0% 0.0% 109 -914 -12.51% Q1 2026 Apr 24, 2026
KLP KAPITALFORVALTNING AS History No change 5,900 184 0.0% 0.0% 110 0 0.0% Q1 2026 Apr 29, 2026
Sandia Investment Management LP History No change 6,000 182 0.45% 0.45% 111 0 0.0% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Added to 5,344 167 0.0% 0.0% 112 +4,817 914.04% Q1 2026 May 14, 2026
SG Americas Securities, LLC History Reduced 3,776 118 0.0% 0.0% 113 -5,897 -60.96% Q1 2026 Apr 16, 2026
Tower Research Capital LLC (TRC) History Added to 3,792 118 0.0% 0.0% 114 +3,362 781.86% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 3,754 113 0.01% 0.01% 115 0 0.0% Q4 2025 Feb 09, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 2,486 77 0.0% 0.0% 116 +170 7.34% Q1 2026 May 04, 2026
Ameritas Investment Partners, Inc. History No change 2,310 72 0.0% 0.0% 117 0 0.0% Q1 2026 May 13, 2026
STRS OHIO History No change 2,100 65 0.0% 0.0% 118 0 0.0% Q1 2026 Apr 24, 2026
CWM, LLC History Added to 1,475 46 0.0% 0.0% 119 +7 0.48% Q1 2026 May 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,353 42 0.0% 0.0% 120 0 0.0% Q1 2026 Apr 30, 2026
Tidemark, LLC History No change 1,088 34 0.01% 0.01% 121 0 0.0% Q1 2026 May 07, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 1,070 33 0.0% 0.0% 122 +135 14.44% Q1 2026 Apr 15, 2026
KBC Group NV History New 962 30 0.0% 124 +962 New Q1 2026 May 07, 2026
Sterling Capital Management LLC History Reduced 975 30 0.0% 0.0% 123 -665 -40.55% Q1 2026 Apr 22, 2026
BNP Paribas Asset Management Holding S.A. History Added to 582 18 0.0% 0.0% 125 +162 38.57% Q1 2026 May 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History New 513 16 0.0% 126 +513 New Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Reduced 500 15 0.0% 0.0% 127 -700 -58.33% Q1 2026 May 13, 2026
GAMMA Investing LLC History Added to 378 11 0.0% 0.0% 128 +36 10.53% Q1 2026 Apr 06, 2026
ROYAL BANK OF CANADA History Reduced 225 7 0.0% 0.0% 129 -875 -79.55% Q1 2026 May 15, 2026
Caitong International Asset Management Co., Ltd History New 197 6 0.0% 132 +197 New Q1 2026 May 11, 2026
Optiver Holding B.V. History Added to 204 6 0.0% 0.0% 131 +132 183.33% Q1 2026 Jun 02, 2026
SIGNATUREFD, LLC History Reduced 205 6 0.0% 0.0% 130 -20 -8.89% Q1 2026 Apr 07, 2026
MassMutual Private Wealth & Trust, FSB History Added to 163 5 0.0% 0.0% 133 +2 1.24% Q1 2026 Apr 13, 2026
FEDERATED HERMES, INC. History Added to 143 4 0.0% 0.0% 134 +88 160.0% Q1 2026 May 11, 2026
EverSource Wealth Advisors, LLC History Added to 147 4 0.0% 0.0% 135 +32 27.83% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Added to 116 3 0.0% 136 +107 1188.89% Q1 2026 May 15, 2026
Larson Financial Group LLC History Added to 102 3 0.0% 0.0% 137 +19 22.89% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 48 1 0.0% 0.0% 138 +1 2.13% Q1 2026 May 08, 2026
QUADRANT CAPITAL GROUP LLC History No change 57 1 0.0% 0.0% 139 0 0.0% Q1 2026 May 13, 2026
Global Retirement Partners, LLC History No change 40 1 0.0% 0.0% 140 0 0.0% Q4 2025 Feb 06, 2026
SBI Securities Co., Ltd. History No change 63 1 0.0% 0.0% 141 0 0.0% Q1 2026 Apr 27, 2026
True Wealth Design, LLC History No change 44 1 0.0% 0.0% 142 0 0.0% Q1 2026 Apr 13, 2026
Cornerstone Financial Management LLC History No change 49 1 0.0% 0.0% 143 0 0.0% Q1 2026 May 08, 2026
Essential Partners LLC History No change 40 1 0.0% 0.0% 144 0 0.0% Q1 2026 May 21, 2026
Informed Momentum Co LLC History Closed out 0 0 0.29% -85,555 -100.0% Q1 2026 May 13, 2026
Eversept Partners, LP History Closed out 0 0 0.09% -59,233 -100.0% Q1 2026 May 15, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.01% -34,651 -100.0% Q1 2026 May 14, 2026
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -26,000 -100.0% Q1 2026 May 12, 2026
CITADEL ADVISORS LLC History Closed out 0 0 0.0% -24,999 -100.0% Q1 2026 May 15, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.03% -21,074 -100.0% Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History Closed out 0 0 0.01% -16,783 -100.0% Q1 2026 May 15, 2026
SILVERARC CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.04% -9,659 -100.0% Q1 2026 May 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Closed out 0 0 0.0% -9,100 -100.0% Q1 2026 May 15, 2026
PROFUND ADVISORS LLC History Closed out 0 0 0.01% -8,880 -100.0% Q1 2026 Apr 24, 2026
Quadrature Capital Ltd History Closed out 0 0 0.0% -8,837 -100.0% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Closed out 0 0 0.0% -7,859 -100.0% Q1 2026 May 15, 2026
Rafferty Asset Management, LLC History Closed out 0 0 0.0% -7,801 -100.0% Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -6,690 -100.0% Q1 2026 May 08, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.01% -6,594 -100.0% Q1 2026 May 12, 2026
MEEDER ASSET MANAGEMENT INC History Closed out 0 0 0.0% -1,208 -100.0% Q1 2026 May 07, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -894 -100.0% Q1 2026 May 08, 2026
Arax Advisory Partners History Closed out 0 0 0.0% -500 -100.0% Q1 2026 May 13, 2026
Cygnus Capital Advisors, LLC History Closed out 0 0 0.01% -341 -100.0% Q1 2026 May 12, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.0% -300 -100.0% Q1 2026 May 13, 2026
Daiwa Securities Group Inc. History Closed out 0 0 0.0% -121 -100.0% Q1 2026 May 13, 2026
Versant Capital Management, Inc History New 27 0 +27 New Q1 2026 Apr 06, 2026
ROTHSCHILD INVESTMENT LLC History New 20 0 +20 New Q1 2026 May 07, 2026
Bare Financial Services, Inc History Closed out 0 0 -16 -100.0% Q1 2026 May 14, 2026
MAI Capital Management History New 6 0 +6 New Q1 2026 May 15, 2026
US BANCORP \DE\ History New 5 0 +5 New Q1 2026 May 14, 2026
Covestor Ltd History New 5 0 +5 New Q1 2026 May 05, 2026
Allworth Financial LP History New 4 0 +4 New Q1 2026 May 14, 2026
Farther Finance Advisors, LLC History Closed out 0 0 -1 -100.0% Q1 2026 Apr 07, 2026
Sunbelt Securities, Inc. History No change 11 0 0 0.0% Q1 2026 May 15, 2026
IFP Advisors, Inc History No change 3 0 0 0.0% Q1 2026 Apr 13, 2026
SageView Advisory Group, LLC History No change 16 0 0 0.0% Q4 2025 Feb 17, 2026