Real Brokerage Inc - REAX

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 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
Magma Venture Partners General Partner Ltd. History No change 23,680,629 86,434 100.0% 99.99% 1 0 0.0% Q4 2025 Feb 17, 2026
Portolan Capital Management, LLC History Added to 10,779,843 39,346 2.11% 1.3% 2 +5,010,640 86.85% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 7,559,609 27,592 0.0% 0.0% 3 +1,276,301 20.31% Q4 2025 Feb 12, 2026
Insight Holdings Group, LLC History Reduced 6,968,725 25,435 1.9% 1.97% 4 -654,736 -8.59% Q4 2025 Feb 17, 2026
Ophir Asset Management Pty Ltd History Added to 3,952,949 14,428 1.62% 1.63% 5 +787,330 24.87% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 2,233,226 8,151 0.0% 0.01% 6 +105,422 4.95% Q4 2025 Feb 13, 2026
AWM Investment Company, Inc. History Reduced 2,230,940 8,142 0.79% 0.91% 7 -86,925 -3.75% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 2,128,900 7,770 0.01% 0.01% 8 +143,100 7.21% Q4 2025 Feb 12, 2026
Nuveen, LLC History Added to 2,071,744 7,561 0.0% 0.0% 9 +1,058,670 104.5% Q4 2025 Feb 12, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 1,910,311 6,972 0.03% 10 +1,910,311 New Q4 2025 Feb 13, 2026
MORGAN STANLEY History Reduced 1,871,139 6,829 0.0% 0.0% 11 -645,427 -25.65% Q4 2025 Feb 13, 2026
STATE STREET CORP History Added to 1,810,737 6,609 0.0% 0.0% 12 +125,565 7.45% Q4 2025 Feb 13, 2026
Shay Capital LLC History Added to 1,709,618 6,240 0.64% 0.45% 13 +459,618 36.77% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,672,967 6,106 0.0% 0.0% 14 +281,651 20.24% Q4 2025 Feb 09, 2026
CITADEL ADVISORS LLC History Reduced 1,654,583 6,039 0.0% 0.0% 15 -2,774,834 -62.65% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 1,507,564 5,502 0.0% 0.0% 16 -326,065 -17.78% Q4 2025 Feb 11, 2026
Point72 Asset Management, L.P. History Added to 1,431,705 5,225 0.01% 0.0% 17 +1,111,405 346.99% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 1,400,000 5,110 0.01% 18 +1,400,000 New Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 1,111,203 4,055 0.0% 0.0% 19 -968,873 -46.58% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Added to 894,063 3,263 0.0% 0.0% 20 +191,113 27.19% Q4 2025 Jan 29, 2026
GOLDMAN SACHS GROUP INC History Reduced 800,751 2,922 0.0% 0.0% 21 -555,789 -40.97% Q4 2025 Mar 25, 2026
NORTHERN TRUST CORP History Added to 669,838 2,444 0.0% 0.0% 22 +63,444 10.46% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 653,169 2,384 0.0% 0.0% 23 -526,268 -44.62% Q4 2025 Feb 12, 2026
FEDERATED HERMES, INC. History Added to 603,227 2,201 0.0% 0.0% 24 +231,195 62.14% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History Reduced 522,068 1,905 0.0% 0.0% 25 -314,849 -37.62% Q4 2025 Feb 17, 2026
Woodson Capital Management, LP History New 500,000 1,825 0.25% 26 +500,000 New Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 495,628 1,809 0.0% 0.0% 27 -544,686 -52.36% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Reduced 493,132 1,799 0.0% 0.0% 28 -405,863 -45.15% Q4 2025 Feb 17, 2026
XTX Topco Ltd History Added to 478,972 1,748 0.05% 0.07% 29 +149,128 45.21% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 445,183 1,624 0.0% 0.0% 30 +309,630 228.42% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 354,319 1,293 0.0% 0.0% 31 +189,980 115.6% Q4 2025 Feb 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 326,602 1,192 0.0% 0.0% 32 +59,160 22.12% Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 326,124 1,190 0.0% 0.0% 33 +16,254 5.25% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 317,600 1,159 0.0% 0.0% 34 +29,808 10.36% Q4 2025 Feb 10, 2026
G2 Investment Partners Management LLC History Reduced 300,000 1,095 0.26% 0.67% 35 -494,829 -62.26% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 287,009 1,047 0.0% 0.0% 36 -1,001,955 -77.73% Q4 2025 Jan 29, 2026
BARCLAYS PLC History Added to 284,065 1,036 0.0% 0.0% 37 +81,730 40.39% Q4 2025 Feb 13, 2026
MATAURO, LLC History Reduced 251,860 919 0.14% 0.18% 38 -18,749 -6.93% Q4 2025 Jan 16, 2026
GSA CAPITAL PARTNERS LLP History Added to 236,708 864 0.07% 0.04% 39 +130,653 123.19% Q4 2025 Feb 06, 2026
Whetstone Capital Advisors, LLC History New 197,192 719 0.22% 40 +197,192 New Q4 2025 Feb 13, 2026
Voleon Capital Management LP History Reduced 191,329 698 0.02% 0.03% 41 -55,354 -22.44% Q4 2025 Feb 17, 2026
FMR LLC History Added to 185,753 677 0.0% 0.0% 42 +28,715 18.29% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 179,625 655 0.0% 0.0% 43 +79,728 79.81% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 186,703 647 0.0% 44 +186,703 New Q4 2025 Feb 11, 2026
Russell Investments Group, Ltd. History Reduced 170,798 623 0.0% 0.0% 45 -23,382 -12.04% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 167,509 611 0.0% 0.0% 46 -196,359 -53.96% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 165,941 605 0.0% 47 +165,941 New Q4 2025 Feb 17, 2026
Counterpoint Mutual Funds LLC History Reduced 140,851 514 0.04% 0.06% 48 -45,049 -24.23% Q4 2025 Feb 12, 2026
RHUMBLINE ADVISERS History Reduced 137,502 501 0.0% 0.0% 49 -10,269 -6.95% Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History Reduced 136,318 497 0.0% 0.0% 50 -79,461 -36.83% Q4 2025 Feb 12, 2026
State of Wyoming History Added to 118,989 434 0.05% 0.05% 51 +7,164 6.41% Q4 2025 Feb 11, 2026
Quantbot Technologies LP History Reduced 118,177 431 0.01% 0.02% 52 -80,591 -40.55% Q4 2025 Feb 10, 2026
Creative Planning History Reduced 115,641 422 0.0% 0.0% 53 -118,755 -50.66% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Reduced 115,823 422 0.0% 0.01% 54 -1,111 -0.95% Q4 2025 Feb 03, 2026
ALLIANCEBERNSTEIN L.P. History Added to 110,120 401 0.0% 0.0% 55 +14,400 15.04% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 109,283 398 0.0% 0.0% 56 -4,795 -4.2% Q4 2025 Feb 12, 2026
Fortitude Advisory Group L.L.C. History No change 108,425 395 0.17% 0.24% 57 0 0.0% Q4 2025 Feb 13, 2026
PharVision Advisers, LLC History Added to 98,484 359 0.18% 0.14% 58 +38,893 65.27% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 97,560 356 0.0% 0.0% 59 +47,973 96.75% Q4 2025 Feb 11, 2026
Invesco Ltd. History Added to 86,661 316 0.0% 0.0% 60 +40,635 88.29% Q4 2025 Feb 19, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 86,621 315 0.0% 0.0% 61 +77,659 866.54% Q4 2025 Feb 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 85,619 315 0.0% 0.0% 62 +1,155 1.37% Q4 2025 Jan 08, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 83,413 304 0.0% 0.01% 63 -84,097 -50.2% Q4 2025 Feb 17, 2026
VARCOV Co. History New 81,927 299 0.12% 64 +81,927 New Q4 2025 Feb 17, 2026
HBK Sorce Advisory LLC History Added to 92,612 298 0.01% 0.01% 65 +1,615 1.77% Q4 2025 Feb 09, 2026
DEUTSCHE BANK AG\ History Added to 75,629 276 0.0% 0.0% 66 +3,157 4.36% Q4 2025 Feb 11, 2026
MetLife Investment Management, LLC History Added to 75,446 275 0.0% 0.0% 67 +19,335 34.46% Q4 2025 Feb 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 71,543 262 0.0% 0.0% 68 +13,116 22.45% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Reduced 62,151 226 0.0% 0.01% 69 -142,418 -69.62% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 61,519 224 0.0% 0.0% 70 +11,896 23.97% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History No change 58,893 209 0.0% 0.0% 71 0 0.0% Q4 2025 Mar 20, 2026
Apella Capital, LLC History Reduced 55,488 202 0.0% 0.0% 72 -139 -0.25% Q4 2025 Jan 21, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 48,393 176 0.0% 0.0% 73 -11,686 -19.45% Q4 2025 Feb 10, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 43,882 160 0.0% 0.0% 74 +32,256 277.45% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 41,857 152 0.0% 75 +41,857 New Q4 2025 Feb 13, 2026
Polymer Capital Management (US) LLC History Added to 41,051 149 0.02% 0.02% 76 +318 0.78% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History New 35,120 128 0.0% 77 +35,120 New Q4 2025 Feb 18, 2026
Optimize Financial Inc History Added to 35,203 128 0.06% 0.08% 78 +504 1.45% Q4 2025 Feb 09, 2026
Steward Partners Investment Advisory, LLC History No change 35,000 127 0.0% 0.0% 79 0 0.0% Q4 2025 Feb 12, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 33,674 122 0.04% 0.05% 81 +1,000 3.06% Q4 2025 Jan 07, 2026
Verition Fund Management LLC History No change 33,600 122 0.0% 0.0% 80 0 0.0% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History No change 32,138 117 0.0% 0.0% 82 0 0.0% Q4 2025 Feb 12, 2026
Mariner, LLC History Reduced 31,672 115 0.0% 0.0% 83 -25,594 -44.69% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History No change 30,000 109 0.0% 0.0% 84 0 0.0% Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History No change 28,767 105 0.0% 0.0% 85 0 0.0% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 27,600 100 0.0% 0.0% 86 -6,400 -18.82% Q4 2025 Feb 12, 2026
R Squared Ltd History Added to 26,908 98 0.05% 0.02% 87 +14,723 120.83% Q4 2025 Jan 30, 2026
ExodusPoint Capital Management, LP History New 26,573 96 0.0% 88 +26,573 New Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History New 26,205 95 0.0% 89 +26,205 New Q4 2025 Jan 29, 2026
Cetera Investment Advisers History Added to 24,518 89 0.0% 0.0% 90 +264 1.09% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Added to 24,207 88 0.0% 0.0% 91 +6,070 33.47% Q4 2025 Feb 06, 2026
MQS Management LLC History Added to 23,912 87 0.05% 0.04% 92 +6,414 36.66% Q4 2025 Feb 09, 2026
STRS OHIO History Added to 23,400 85 0.0% 0.0% 93 +5,600 31.46% Q4 2025 Feb 02, 2026
SIMPLEX TRADING, LLC History Reduced 21,854 79 0.0% 0.0% 94 -163,641 -88.22% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Reduced 20,574 75 0.0% 0.0% 95 -20,272 -49.63% Q4 2025 Feb 17, 2026
EntryPoint Capital, LLC History No change 19,911 72 0.03% 0.03% 96 0 0.0% Q4 2025 Feb 12, 2026
Merit Financial Group, LLC History Added to 19,137 69 0.0% 0.0% 97 +3,053 18.98% Q4 2025 Jan 26, 2026
TWO SIGMA ADVISERS, LP History Reduced 18,900 68 0.0% 0.0% 98 -128,200 -87.15% Q4 2025 Feb 17, 2026
Mutual Advisors, LLC History No change 16,050 58 0.0% 0.0% 99 0 0.0% Q4 2025 Feb 02, 2026
TCI Wealth Advisors, Inc. History No change 15,617 57 0.0% 0.0% 100 0 0.0% Q4 2025 Feb 02, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 15,354 56 0.0% 0.0% 101 0 0.0% Q4 2025 Feb 12, 2026
Oak Thistle LLC History New 14,941 54 0.01% 102 +14,941 New Q4 2025 Jan 21, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History New 14,000 51 0.0% 103 +14,000 New Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Added to 14,000 51 0.0% 0.0% 104 +1,000 7.69% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Added to 13,825 50 0.0% 0.0% 105 +2,227 19.2% Q4 2025 Feb 09, 2026
SG Americas Securities, LLC History Reduced 13,472 49 0.0% 0.0% 106 -33,807 -71.51% Q4 2025 Jan 09, 2026
STIFEL FINANCIAL CORP History No change 13,300 48 0.0% 0.0% 107 0 0.0% Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History No change 12,949 47 0.0% 0.0% 108 0 0.0% Q4 2025 Jan 23, 2026
Squarepoint Ops LLC History Reduced 12,857 46 0.0% 0.0% 110 -357,300 -96.53% Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Added to 12,659 46 0.0% 0.0% 109 +3,836 43.48% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 11,991 43 0.0% 0.0% 111 +702 6.22% Q4 2025 Feb 17, 2026
Legacy Wealth Managment, LLC/ID History No change 11,850 43 0.02% 0.02% 112 0 0.0% Q4 2025 Feb 03, 2026
SEARCY FINANCIAL SERVICES INC /ADV History No change 11,714 42 0.02% 0.02% 113 0 0.0% Q4 2025 Jan 22, 2026
Lido Advisors, LLC History No change 10,105 42 0.0% 0.0% 114 0 0.0% Q4 2025 Feb 10, 2026
Hudson Bay Capital Management LP History New 11,300 41 0.0% 115 +11,300 New Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 11,210 40 0.0% 0.0% 116 +505 4.72% Q4 2025 Feb 17, 2026
SHERBROOKE PARK ADVISERS LLC History New 10,410 37 0.1% 118 +10,410 New Q4 2025 Feb 17, 2026
XPONANCE LLC History New 10,319 37 0.0% 117 +10,319 New Q4 2025 Feb 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 9,689 35 0.0% 0.0% 119 +104 1.09% Q4 2025 Jan 30, 2026
ROYAL BANK OF CANADA History New 9,181 34 0.0% 120 +9,181 New Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History No change 9,322 34 0.0% 0.0% 121 0 0.0% Q4 2025 Feb 11, 2026
Quarry LP History Reduced 8,598 31 0.0% 0.01% 122 -2,658 -23.61% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 8,155 29 0.0% 0.0% 123 +766 10.37% Q4 2025 Feb 17, 2026
Golden State Wealth Management, LLC History No change 6,000 21 0.0% 0.0% 124 0 0.0% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 4,344 15 0.0% 0.0% 125 -1,620 -27.16% Q4 2025 Feb 13, 2026
AMALGAMATED BANK History Added to 4,161 15 0.0% 0.0% 126 +869 26.4% Q4 2025 Feb 05, 2026
Rockefeller Capital Management L.P. History New 2,868 10 0.0% 128 +2,868 New Q4 2025 Mar 16, 2026
Tradewinds Capital Management, LLC History No change 2,940 10 0.0% 0.0% 127 0 0.0% Q4 2025 Jan 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 2,402 8 0.0% 0.0% 129 -28 -1.15% Q4 2025 Feb 06, 2026
Pinnacle Wealth Planning Services, Inc. History New 2,055 7 0.0% 130 +2,055 New Q4 2025 Feb 13, 2026
American Capital Advisory, LLC History No change 2,000 7 0.0% 0.0% 131 0 0.0% Q4 2025 Jan 30, 2026
SIGNATUREFD, LLC History Added to 1,789 6 0.0% 0.0% 132 +1,344 302.02% Q4 2025 Jan 20, 2026
CWM, LLC History Reduced 1,336 5 0.0% 0.0% 134 -10,443 -88.66% Q4 2025 Jan 26, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 1,432 5 0.0% 0.0% 133 -16 -1.1% Q4 2025 Jan 15, 2026
Sterling Capital Management LLC History Added to 823 3 0.0% 0.0% 135 +566 220.23% Q4 2025 Feb 13, 2026
Optiver Holding B.V. History No change 856 3 0.0% 0.0% 136 0 0.0% Q4 2025 Feb 17, 2026
Frazier Financial Advisors, LLC History No change 1,000 3 0.0% 0.0% 137 0 0.0% Q4 2025 Feb 09, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 677 2 0.0% 0.0% 138 -1,234 -64.57% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 283 1 0.0% 0.0% 139 -86 -23.31% Q4 2025 Jan 07, 2026
REAP Financial Group, LLC History Added to 353 1 0.0% 0.0% 140 +5 1.44% Q4 2025 Feb 10, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -765,764 -100.0% Q3 2025 Nov 13, 2025
Walleye Capital LLC History Closed out 0 0 0.01% -630,622 -100.0% Q3 2025 Nov 14, 2025
Jump Financial, LLC History Closed out 0 0 0.03% -611,101 -100.0% Q3 2025 Nov 13, 2025
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 0.0% -517,168 -100.0% Q3 2025 Nov 14, 2025
HRT FINANCIAL LP History Closed out 0 0 0.01% -401,469 -100.0% Q3 2025 Nov 14, 2025
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 6.32% -325,789 -100.0% Q3 2025 Dec 09, 2025
ALGERT GLOBAL LLC History Closed out 0 0 0.02% -293,405 -100.0% Q3 2025 Nov 14, 2025
POLEN CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -234,626 -100.0% Q3 2025 Nov 12, 2025
DnB Asset Management AS History Closed out 0 0 0.0% -214,018 -100.0% Q3 2025 Nov 12, 2025
SIERRA SUMMIT ADVISORS LLC History Closed out 0 0 0.11% -172,982 -100.0% Q3 2025 Nov 12, 2025
CANTOR FITZGERALD, L. P. History Closed out 0 0 0.01% -128,925 -100.0% Q3 2025 Feb 17, 2026
Ausbil Investment Management Ltd History Closed out 0 0 0.17% -76,585 -100.0% Q3 2025 Oct 09, 2025
Petrus Trust Company, LTA History Closed out 0 0 0.03% -56,760 -100.0% Q3 2025 Nov 14, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -41,000 -100.0% Q3 2025 Nov 14, 2025
Black Swift Group, LLC History Closed out 0 0 0.03% -40,000 -100.0% Q3 2025 Nov 13, 2025
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.02% -29,754 -100.0% Q3 2025 Nov 12, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.0% -29,700 -100.0% Q3 2025 Nov 14, 2025
Man Group plc History Closed out 0 0 0.0% -23,290 -100.0% Q3 2025 Nov 14, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.0% -20,294 -100.0% Q3 2025 Oct 31, 2025
PRUDENTIAL FINANCIAL INC History Closed out 0 0 0.0% -11,675 -100.0% Q3 2025 Nov 13, 2025
Rinkey Investments History Closed out 0 0 0.01% -10,917 -100.0% Q3 2025 Nov 14, 2025
Inscription Capital, LLC History Closed out 0 0 0.0% -10,583 -100.0% Q3 2025 Oct 29, 2025
Sound Income Strategies, LLC History Closed out 0 0 0.0% -10,187 -100.0% Q3 2025 Oct 10, 2025
Farther Finance Advisors, LLC History Reduced 22 0 0.0% -6,002 -99.63% Q4 2025 Jan 23, 2026
Main Street Group, LTD History Closed out 0 0 0.0% -3,000 -100.0% Q3 2025 Nov 07, 2025
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 0.0% -1,985 -100.0% Q3 2025 Nov 14, 2025
Arax Advisory Partners History Reduced 2 0 0.0% -624 -99.68% Q4 2025 Feb 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 270 0 +270 New Q4 2025 Feb 11, 2026
Allworth Financial LP History New 257 0 +257 New Q4 2025 Feb 05, 2026
GAMMA Investing LLC History New 227 0 +227 New Q4 2025 Jan 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 214 0 +214 New Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Reduced 5 0 -140 -96.55% Q4 2025 Feb 03, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 25 0 -135 -84.38% Q4 2025 Feb 10, 2026
IFP Advisors, Inc History New 110 0 +110 New Q4 2025 Feb 06, 2026
Parkside Financial Bank & Trust History Closed out 0 0 -110 -100.0% Q3 2025 Oct 30, 2025
ORG Wealth Partners, LLC History Closed out 0 0 -100 -100.0% Q3 2025 Oct 24, 2025
Advisory Services Network, LLC History Closed out 0 0 -89 -100.0% Q3 2025 Nov 18, 2025
EverSource Wealth Advisors, LLC History Added to 67 0 +66 6600.0% Q4 2025 Feb 06, 2026
SageView Advisory Group, LLC History New 58 0 +58 New Q4 2025 Feb 17, 2026
MAI Capital Management History Reduced 125 0 -25 -16.67% Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History New 19 0 +19 New Q4 2025 Feb 20, 2026
True Wealth Design, LLC History New 10 0 +10 New Q4 2025 Jan 08, 2026
Covestor Ltd History Reduced 17 0 -1 -5.56% Q4 2025 Feb 06, 2026
CIBC Private Wealth Group LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 24, 2025
Bell Investment Advisors, Inc History No change 226 0 0 0.0% Q4 2025 Feb 24, 2026