Real Brokerage Inc - REAX

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
Magma Venture Partners General Partner Ltd. History No change 23,680,629 59,201 100.0% 100.0% 1 0 0.0% Q1 2026 May 13, 2026
PharVision Advisers, LLC History Reduced 20,985 52,463 0.53% 0.18% 2 -77,499 -78.69% Q1 2026 May 11, 2026
Portolan Capital Management, LLC History Added to 14,519,848 36,299 1.93% 2.11% 3 +3,740,005 34.69% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 8,230,750 20,576 0.0% 0.0% 4 +671,141 8.88% Q1 2026 May 13, 2026
Insight Holdings Group, LLC History No change 6,968,725 17,421 1.22% 1.9% 5 0 0.0% Q1 2026 May 15, 2026
GRIZZLYROCK CAPITAL, LLC History New 3,624,314 9,060 7.17% 6 +3,624,314 New Q1 2026 May 15, 2026
CenterBook Partners LP History New 3,155,134 7,887 0.42% 7 +3,155,134 New Q1 2026 May 05, 2026
Shay Capital LLC History Added to 2,995,000 7,487 0.63% 0.64% 8 +1,285,382 75.19% Q1 2026 May 15, 2026
AWM Investment Company, Inc. History Added to 2,255,940 5,639 0.62% 0.79% 9 +25,000 1.12% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 2,231,456 5,578 0.0% 0.0% 10 +420,719 23.23% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 2,045,113 5,112 0.0% 0.0% 11 -188,113 -8.42% Q1 2026 May 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Added to 2,020,504 5,051 0.02% 0.03% 12 +110,193 5.77% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,809,999 4,524 0.0% 0.0% 13 +137,032 8.19% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 1,797,000 4,492 0.01% 0.01% 14 -331,900 -15.59% Q1 2026 May 14, 2026
Whetstone Capital Advisors, LLC History Added to 1,650,593 4,126 1.43% 0.22% 15 +1,453,401 737.05% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 1,568,359 3,920 0.0% 0.0% 16 -302,780 -16.18% Q1 2026 May 15, 2026
Nuveen, LLC History Reduced 1,474,516 3,686 0.0% 0.0% 17 -597,228 -28.83% Q1 2026 Apr 30, 2026
MILLENNIUM MANAGEMENT LLC History Added to 1,473,188 3,682 0.0% 0.0% 18 +361,985 32.58% Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 894,063 3,263 0.0% 0.0% 19 0 0.0% Q4 2025 Jan 29, 2026
Point72 Asset Management, L.P. History Reduced 1,037,710 2,594 0.0% 0.01% 20 -393,995 -27.52% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Added to 987,542 2,468 0.0% 0.0% 21 +816,744 478.19% Q1 2026 May 08, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 834,304 2,085 0.0% 22 +834,304 New Q1 2026 May 08, 2026
GOLDMAN SACHS GROUP INC History Added to 829,209 2,073 0.0% 0.0% 23 +28,458 3.55% Q1 2026 May 15, 2026
HRT FINANCIAL LP History New 775,233 1,938 0.0% 24 +775,233 New Q1 2026 May 14, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 771,800 1,929 0.0% 0.01% 25 -628,200 -44.87% Q1 2026 May 14, 2026
NORTHERN TRUST CORP History Added to 737,837 1,844 0.0% 0.0% 26 +67,999 10.15% Q1 2026 May 14, 2026
JPMORGAN CHASE & CO History Reduced 697,677 1,681 0.0% 0.0% 27 -809,887 -53.72% Q1 2026 May 13, 2026
Woodson Capital Management, LP History No change 500,000 1,250 0.2% 0.25% 28 0 0.0% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 369,972 924 0.0% 0.0% 29 -1,284,611 -77.64% Q1 2026 May 15, 2026
Creative Planning History Added to 369,081 922 0.0% 0.0% 30 +253,440 219.16% Q1 2026 May 12, 2026
DEUTSCHE BANK AG\ History Added to 362,693 906 0.0% 0.0% 31 +287,064 379.57% Q1 2026 May 06, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 350,339 875 0.0% 0.0% 32 +306,457 698.37% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 343,847 859 0.0% 0.0% 33 -149,285 -30.27% Q1 2026 May 15, 2026
FEDERATED HERMES, INC. History Reduced 323,129 807 0.0% 0.0% 34 -280,098 -46.43% Q1 2026 May 11, 2026
Susquehanna Portfolio Strategies, LLC History New 321,715 804 0.01% 35 +321,715 New Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 313,629 784 0.0% 0.0% 36 -12,973 -3.97% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 313,714 784 0.0% 0.0% 37 -3,886 -1.22% Q1 2026 May 05, 2026
DBA TRADING, LLC History New 300,000 750 0.37% 38 +300,000 New Q1 2026 May 08, 2026
D. E. Shaw & Co., Inc. History Reduced 289,377 723 0.0% 0.0% 39 -155,806 -35.0% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 287,467 718 0.0% 0.0% 40 +200,806 231.71% Q1 2026 May 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 249,561 623 0.0% 0.0% 41 +62,858 33.67% Q1 2026 May 08, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 231,221 578 0.0% 0.0% 42 -264,407 -53.35% Q1 2026 May 12, 2026
FMR LLC History Added to 223,127 557 0.0% 0.0% 43 +37,374 20.12% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Added to 219,105 547 0.0% 0.0% 44 +206,248 1604.17% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Added to 125,820 459 0.0% 0.0% 45 +15,700 14.26% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History New 176,852 442 0.0% 46 +176,852 New Q1 2026 May 14, 2026
Cerity Partners LLC History Reduced 175,681 439 0.0% 0.0% 47 -178,638 -50.42% Q1 2026 May 15, 2026
Quantbot Technologies LP History Added to 155,631 389 0.02% 0.01% 48 +37,454 31.69% Q1 2026 May 13, 2026
GSA CAPITAL PARTNERS LLP History Reduced 153,409 384 0.02% 0.07% 49 -83,299 -35.19% Q1 2026 May 08, 2026
Voleon Capital Management LP History Reduced 149,691 374 0.01% 0.02% 50 -41,638 -21.76% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Added to 139,528 348 0.0% 0.0% 51 +2,026 1.47% Q1 2026 May 12, 2026
BARCLAYS PLC History Reduced 134,032 335 0.0% 0.0% 52 -150,033 -52.82% Q1 2026 May 14, 2026
Boston Partners History New 130,676 326 0.0% 53 +130,676 New Q1 2026 May 11, 2026
State of Wyoming History Added to 125,939 314 0.04% 0.05% 54 +6,950 5.84% Q1 2026 May 13, 2026
HSBC HOLDINGS PLC History Added to 124,204 308 0.0% 0.0% 55 +65,311 110.9% Q1 2026 Apr 30, 2026
VANGUARD FIDUCIARY TRUST CO History New 122,950 307 0.0% 56 +122,950 New Q1 2026 May 08, 2026
NewEdge Wealth, LLC History Reduced 115,691 289 0.0% 0.0% 57 -132 -0.11% Q1 2026 May 13, 2026
Cornerstone Investment Partners, LLC History New 110,920 277 0.01% 58 +110,920 New Q1 2026 May 08, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 98,416 247 0.0% 0.0% 59 +26,873 37.56% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 87,618 219 0.0% 0.0% 60 -565,551 -86.59% Q1 2026 May 12, 2026
HBK Sorce Advisory LLC History Added to 103,987 212 0.0% 0.01% 61 +11,375 12.28% Q1 2026 May 11, 2026
LPL Financial LLC History Reduced 81,897 204 0.0% 0.0% 62 -15,663 -16.05% Q1 2026 May 06, 2026
WELLS FARGO & COMPANY/MN History Reduced 80,892 202 0.0% 0.0% 63 -98,733 -54.97% Q1 2026 May 11, 2026
UBS Group AG History Reduced 72,825 182 0.0% 0.0% 64 -214,184 -74.63% Q1 2026 May 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 70,459 176 0.0% 0.0% 65 -97,050 -57.94% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 66,303 165 0.0% 0.0% 66 +4,784 7.78% Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Reduced 64,645 161 0.0% 0.0% 67 -71,673 -52.58% Q1 2026 May 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 63,353 160 0.0% 0.0% 68 -22,266 -26.01% Q1 2026 Apr 08, 2026
Fortitude Advisory Group L.L.C. History Reduced 62,575 156 0.07% 0.17% 69 -45,850 -42.29% Q1 2026 Apr 28, 2026
Apella Capital, LLC History Added to 55,758 152 0.0% 0.0% 70 +270 0.49% Q1 2026 Apr 20, 2026
Mariner, LLC History Added to 58,618 146 0.0% 0.0% 71 +26,946 85.08% Q1 2026 May 13, 2026
IEQ CAPITAL, LLC History New 54,462 136 0.0% 72 +54,462 New Q1 2026 May 14, 2026
Ashton Thomas Private Wealth, LLC History New 53,117 132 0.0% 73 +53,117 New Q1 2026 May 11, 2026
PANAGORA ASSET MANAGEMENT INC History New 49,527 123 0.0% 74 +49,527 New Q1 2026 May 14, 2026
Centiva Capital, LP History New 46,420 116 0.0% 75 +46,420 New Q1 2026 May 14, 2026
FRANKLIN RESOURCES INC History New 45,741 114 0.0% 76 +45,741 New Q1 2026 May 13, 2026
MetLife Investment Management, LLC History Reduced 44,626 111 0.0% 0.0% 77 -30,820 -40.85% Q1 2026 May 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 41,492 103 0.0% 0.0% 78 -365 -0.87% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History New 38,379 95 0.0% 79 +38,379 New Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History No change 35,000 87 0.0% 0.0% 80 0 0.0% Q1 2026 May 08, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 33,136 82 0.0% 0.0% 81 -15,257 -31.53% Q1 2026 May 08, 2026
BANK OF MONTREAL /CAN/ History No change 32,138 80 0.0% 0.0% 82 0 0.0% Q1 2026 May 13, 2026
Polymer Capital Management (US) LLC History Reduced 31,132 77 0.01% 0.02% 83 -9,919 -24.16% Q1 2026 May 13, 2026
BLAIR WILLIAM & CO/IL History Added to 30,079 75 0.0% 0.0% 84 +79 0.26% Q1 2026 May 08, 2026
Police & Firemen's Retirement System of New Jersey History No change 28,767 71 0.0% 0.0% 85 0 0.0% Q1 2026 Apr 29, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 27,600 69 0.0% 0.0% 86 0 0.0% Q1 2026 May 06, 2026
TWO SIGMA ADVISERS, LP History No change 18,900 68 0.0% 0.0% 87 0 0.0% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 23,747 59 0.0% 0.0% 88 +22,411 1677.47% Q1 2026 May 14, 2026
STRS OHIO History No change 23,400 58 0.0% 0.0% 89 0 0.0% Q1 2026 Apr 24, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 22,828 57 0.02% 0.04% 90 -10,846 -32.21% Q1 2026 Apr 06, 2026
PRUDENTIAL FINANCIAL INC History New 21,660 54 0.0% 91 +21,660 New Q1 2026 May 13, 2026
ROYAL BANK OF CANADA History Added to 20,754 52 0.0% 0.0% 92 +11,573 126.05% Q1 2026 May 15, 2026
Merit Financial Group, LLC History Added to 20,887 52 0.0% 0.0% 93 +1,750 9.14% Q1 2026 Apr 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 20,414 51 0.0% 0.0% 94 -88,869 -81.32% Q1 2026 May 12, 2026
ProShare Advisors LLC History Reduced 20,491 51 0.0% 0.0% 95 -3,716 -15.35% Q1 2026 Apr 24, 2026
SIMPLEX TRADING, LLC History Reduced 20,662 51 0.0% 0.0% 96 -1,192 -5.45% Q1 2026 May 14, 2026
R Squared Ltd History Reduced 20,109 50 0.03% 0.05% 97 -6,799 -25.27% Q1 2026 Apr 29, 2026
EntryPoint Capital, LLC History No change 19,911 49 0.01% 0.03% 98 0 0.0% Q1 2026 May 14, 2026
Aquatic Capital Management LLC History New 18,509 46 0.0% 99 +18,509 New Q1 2026 May 15, 2026
Hudson Bay Capital Management LP History Added to 17,470 43 0.0% 0.0% 100 +6,170 54.6% Q1 2026 May 13, 2026
Vanguard Personalized Indexing Management, LLC History New 16,247 40 0.0% 103 +16,247 New Q1 2026 May 14, 2026
TWO SIGMA INVESTMENTS, LP History New 16,200 40 0.0% 102 +16,200 New Q1 2026 May 15, 2026
Mutual Advisors, LLC History No change 16,050 40 0.0% 0.0% 101 0 0.0% Q1 2026 May 01, 2026
TCI Wealth Advisors, Inc. History No change 15,617 39 0.0% 0.0% 104 0 0.0% Q1 2026 Apr 27, 2026
SmartHarvest Portfolios, LLC History New 15,281 38 0.02% 105 +15,281 New Q1 2026 Apr 20, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 14,992 37 0.0% 108 +14,992 New Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Added to 14,957 37 0.0% 0.0% 106 +1,657 12.46% Q1 2026 May 12, 2026
SHERBROOKE PARK ADVISERS LLC History No change 10,410 37 0.1% 0.1% 107 0 0.0% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 14,016 35 0.0% 0.0% 109 -10,502 -42.83% Q1 2026 May 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 13,354 33 0.0% 0.0% 110 -2,000 -13.03% Q1 2026 Apr 27, 2026
State of Alaska, Department of Revenue History No change 12,949 32 0.0% 0.0% 111 0 0.0% Q1 2026 Apr 20, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 12,207 31 0.0% 0.0% 112 +2,518 25.99% Q1 2026 Apr 27, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 13,292 31 0.0% 0.0% 113 +2,082 18.57% Q1 2026 May 15, 2026
Abel Hall, LLC History New 12,204 30 0.01% 116 +12,204 New Q1 2026 Apr 28, 2026
OSAIC HOLDINGS, INC. History Reduced 12,100 30 0.0% 0.0% 115 -1,900 -13.57% Q1 2026 May 15, 2026
XPONANCE LLC History Added to 12,013 30 0.0% 0.0% 114 +1,694 16.42% Q1 2026 May 13, 2026
Legal & General Group Plc History Reduced 11,777 29 0.0% 0.0% 118 -2,048 -14.81% Q1 2026 May 08, 2026
SEARCY FINANCIAL SERVICES INC /ADV History No change 11,714 29 0.01% 0.02% 117 0 0.0% Q1 2026 Apr 14, 2026
Legacy Wealth Managment, LLC/ID History No change 11,850 29 0.01% 0.02% 119 0 0.0% Q1 2026 May 07, 2026
PRINCIPAL FINANCIAL GROUP INC History New 11,451 28 0.0% 120 +11,451 New Q1 2026 May 04, 2026
IMC-Chicago, LLC History New 11,100 27 0.0% 122 +11,100 New Q1 2026 May 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 10,982 27 0.0% 121 +10,982 New Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History No change 9,322 23 0.0% 0.0% 123 0 0.0% Q1 2026 May 13, 2026
CITIGROUP INC History Added to 8,704 21 0.0% 0.0% 124 +4,360 100.37% Q1 2026 May 11, 2026
Tower Research Capital LLC (TRC) History Reduced 8,093 20 0.0% 0.0% 125 -4,566 -36.07% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 7,640 19 0.0% 0.0% 126 -515 -6.32% Q1 2026 May 15, 2026
Golden State Wealth Management, LLC History No change 6,000 15 0.0% 0.0% 127 0 0.0% Q1 2026 Apr 28, 2026
Rockefeller Capital Management L.P. History Added to 3,840 9 0.0% 0.0% 128 +972 33.89% Q1 2026 May 14, 2026
Allworth Financial LP History Added to 3,085 7 0.0% 130 +2,828 1100.39% Q1 2026 May 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 2,927 7 0.0% 0.0% 129 +525 21.86% Q1 2026 May 08, 2026
Tradewinds Capital Management, LLC History No change 2,940 7 0.0% 0.0% 131 0 0.0% Q1 2026 Apr 14, 2026
SIGNATUREFD, LLC History Added to 2,098 5 0.0% 0.0% 132 +309 17.27% Q1 2026 Apr 07, 2026
American Capital Advisory, LLC History No change 2,000 5 0.0% 0.0% 133 0 0.0% Q1 2026 Apr 29, 2026
Private Wealth Management Group, LLC History New 1,702 4 0.0% 134 +1,702 New Q1 2026 Apr 23, 2026
Essential Partners LLC History Added to 1,365 3 0.0% 137 +1,294 1822.54% Q1 2026 May 21, 2026
Optiver Holding B.V. History Added to 1,320 3 0.0% 0.0% 136 +464 54.21% Q1 2026 Jun 02, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,562 3 0.0% 0.0% 135 +130 9.08% Q1 2026 Apr 30, 2026
HARBOUR INVESTMENTS, INC. History New 1,165 2 0.0% 140 +1,165 New Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Added to 1,157 2 0.0% 139 +1,152 23040.0% Q1 2026 Apr 27, 2026
Sterling Capital Management LLC History Added to 918 2 0.0% 0.0% 138 +95 11.54% Q1 2026 Apr 22, 2026
EverSource Wealth Advisors, LLC History Added to 790 1 0.0% 143 +723 1079.1% Q1 2026 May 15, 2026
MAI Capital Management History Added to 737 1 0.0% 141 +612 489.6% Q1 2026 May 15, 2026
IFP Advisors, Inc History Added to 678 1 0.0% 142 +568 516.36% Q1 2026 Apr 13, 2026
Caitong International Asset Management Co., Ltd History New 442 1 0.0% 144 +442 New Q1 2026 May 11, 2026
Ophir Asset Management Pty Ltd History Closed out 0 0 1.62% -3,952,949 -100.0% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -522,068 -100.0% Q1 2026 May 15, 2026
XTX Topco Ltd History Closed out 0 0 0.05% -478,972 -100.0% Q1 2026 May 15, 2026
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -326,124 -100.0% Q1 2026 May 15, 2026
G2 Investment Partners Management LLC History Closed out 0 0 0.26% -300,000 -100.0% Q1 2026 May 15, 2026
MATAURO, LLC History Closed out 0 0 0.14% -251,860 -100.0% Q1 2026 Apr 22, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -165,941 -100.0% Q1 2026 May 15, 2026
Counterpoint Mutual Funds LLC History Closed out 0 0 0.04% -140,851 -100.0% Q1 2026 Apr 27, 2026
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -86,621 -100.0% Q1 2026 May 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.0% -83,413 -100.0% Q1 2026 May 15, 2026
VARCOV Co. History Closed out 0 0 0.12% -81,927 -100.0% Q1 2026 May 15, 2026
Engineers Gate Manager LP History Closed out 0 0 0.0% -62,151 -100.0% Q1 2026 May 15, 2026
Optimize Financial Inc History Closed out 0 0 0.06% -35,203 -100.0% Q1 2026 May 12, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -35,120 -100.0% Q1 2026 Jun 02, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -33,600 -100.0% Q1 2026 May 15, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.0% -26,573 -100.0% Q1 2026 May 14, 2026
Concurrent Investment Advisors, LLC History Closed out 0 0 0.0% -26,205 -100.0% Q1 2026 Apr 20, 2026
MQS Management LLC History Closed out 0 0 0.05% -23,912 -100.0% Q1 2026 Apr 23, 2026
Quantinno Capital Management LP History Closed out 0 0 0.0% -20,574 -100.0% Q1 2026 May 15, 2026
Oak Thistle LLC History Closed out 0 0 0.01% -14,941 -100.0% Q1 2026 Apr 10, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Closed out 0 0 0.0% -14,000 -100.0% Q1 2026 Apr 24, 2026
SG Americas Securities, LLC History Closed out 0 0 0.0% -13,472 -100.0% Q1 2026 Apr 16, 2026
AMERIPRISE FINANCIAL INC History Closed out 0 0 0.0% -11,991 -100.0% Q1 2026 May 15, 2026
Lido Advisors, LLC History Closed out 0 0 0.0% -10,105 -100.0% Q1 2026 May 13, 2026
Quarry LP History Closed out 0 0 0.0% -8,598 -100.0% Q1 2026 May 15, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -4,161 -100.0% Q1 2026 May 08, 2026
Pinnacle Wealth Planning Services, Inc. History Closed out 0 0 0.0% -2,055 -100.0% Q1 2026 May 11, 2026
Frazier Financial Advisors, LLC History Closed out 0 0 0.0% -1,000 -100.0% Q1 2026 May 05, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 0.0% -677 -100.0% Q1 2026 May 13, 2026
Advisory Services Network, LLC History New 381 0 +381 New Q1 2026 May 15, 2026
Physician Wealth Advisors, Inc. History New 298 0 +298 New Q1 2026 Apr 24, 2026
ROTHSCHILD INVESTMENT LLC History Added to 300 0 +275 1100.0% Q1 2026 May 07, 2026
GAMMA Investing LLC History Closed out 0 0 -227 -100.0% Q1 2026 Apr 06, 2026
Bell Investment Advisors, Inc History Closed out 0 0 -226 -100.0% Q1 2026 Apr 17, 2026
Arax Advisory Partners History Added to 226 0 +224 11200.0% Q1 2026 May 13, 2026
Root Financial Partners, LLC History New 176 0 +176 New Q1 2026 Apr 24, 2026
NATIONAL BANK OF CANADA /FI/ History New 132 0 +132 New Q1 2026 May 14, 2026
Farther Finance Advisors, LLC History Added to 152 0 +130 590.91% Q1 2026 Apr 07, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 391 0 +121 44.81% Q1 2026 May 08, 2026
MassMutual Private Wealth & Trust, FSB History Added to 386 0 0.0% +103 36.4% Q1 2026 Apr 13, 2026
Main Street Group, LTD History New 100 0 +100 New Q1 2026 May 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 127 0 -87 -40.65% Q1 2026 May 13, 2026
US BANCORP \DE\ History New 81 0 +81 New Q1 2026 May 14, 2026
Keating Financial Advisory Services, Inc. History New 52 0 +52 New Q1 2026 May 15, 2026
SJS Investment Consulting Inc. History New 12 0 +12 New Q1 2026 Apr 23, 2026
REAP Financial Group, LLC History Reduced 348 0 0.0% -5 -1.42% Q1 2026 May 11, 2026
True Wealth Design, LLC History Added to 14 0 +4 40.0% Q1 2026 Apr 13, 2026
Wealth Preservation Advisors, LLC History New 3 0 +3 New Q1 2026 May 15, 2026
Sunbelt Securities, Inc. History Reduced 18 0 -1 -5.26% Q1 2026 May 15, 2026
Covestor Ltd History Added to 18 0 +1 5.88% Q1 2026 May 05, 2026
SageView Advisory Group, LLC History No change 58 0 0 0.0% Q4 2025 Feb 17, 2026