RIGEL PHARMACEUTICALS INC - RIGL

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 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
BlackRock, Inc. History No change 1,943,334 75,891 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
Soleus Capital Management, L.P. History No change 1,843,504 72,117 2.49% 2.49% 2 0 0.0% Q2 2026 Aug 11, 2026
ARMISTICE CAPITAL, LLC History No change 1,672,000 65,408 0.8% 0.8% 3 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 1,039,994 40,684 0.0% 0.0% 4 0 0.0% Q2 2026 Sep 22, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 802,082 30,742 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 741,718 29,016 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 12, 2026
LSV ASSET MANAGEMENT History No change 721,666 28,232 0.05% 0.05% 7 0 0.0% Q2 2026 Aug 06, 2026
Assenagon Asset Management S.A. History New 535,685 25,793 0.02% — 8 +535,685 New Q3 2026 Oct 15, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 591,686 23,137 0.03% 0.03% 9 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 542,539 21,224 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 501,576 18,937 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 12, 2026
MARSHALL WACE, LLP History No change 367,393 14,372 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 13, 2026
CM Management, LLC History No change 250,000 9,780 6.21% 6.21% 13 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 233,728 9,143 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 226,780 8,871 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 207,578 8,120 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 195,000 7,628 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 186,049 7,278 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 154,627 6,049 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 146,381 5,726 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 145,846 5,705 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 131,177 5,131 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 124,801 4,882 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 124,184 4,858 0.09% 0.09% 24 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 100,717 4,849 0.0% 0.0% 25 -127,234 -55.82% Q3 2026 Nov 04, 2026
Nuveen, LLC History No change 123,961 4,849 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 123,506 4,831 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 123,364 4,825 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 123,612 4,811 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 129,468 4,775 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 116,713 4,565 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
GLOBEFLEX CAPITAL L P History No change 112,672 4,407 0.56% 0.56% 32 0 0.0% Q2 2026 Aug 12, 2026
Hennion & Walsh Asset Management, Inc. History Added to 90,824 4,373 0.13% 0.1% 33 +2,980 3.39% Q3 2026 Oct 13, 2026
Bank of New York Mellon Corp History No change 108,209 4,233 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 06, 2026
FMR LLC History No change 96,112 3,759 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 94,450 3,694 0.06% 0.06% 36 0 0.0% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History No change 93,689 3,665 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 88,198 3,450 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
Pacer Advisors, Inc. History No change 86,146 3,370 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 81,342 3,182 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 11, 2026
Empowered Funds, LLC History No change 79,184 3,097 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 76,002 2,973 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 06, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 56,179 2,705 0.0% 0.0% 43 +4,234 8.15% Q3 2026 Nov 02, 2026
Squarepoint Ops LLC History No change 66,658 2,607 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
Lionhunter Capital Management, LLC History No change 63,045 2,466 1.11% 1.11% 45 0 0.0% Q2 2026 Aug 13, 2026
BURNEY CO/ History Reduced 50,851 2,448 0.07% 0.06% 46 -4,918 -8.82% Q3 2026 Oct 15, 2026
Sterling Capital Management LLC History Added to 45,700 2,200 0.04% 0.0% 47 +45,329 12218.06% Q3 2026 Oct 22, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 55,200 2,159 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 06, 2026
WELLS FARGO & COMPANY/MN History No change 54,492 2,131 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
OMERS ADMINISTRATION Corp History No change 51,900 2,030 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 50,864 1,989 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
Woodline Partners LP History No change 50,000 1,956 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 49,096 1,920 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 12, 2026
ALPS ADVISORS INC History Reduced 37,518 1,806 0.01% 0.01% 54 -535 -1.41% Q3 2026 Nov 02, 2026
SEGALL BRYANT & HAMILL, LLC History No change 45,878 1,794 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 59,872 1,662 0.0% 0.0% 56 0 0.0% Q2 2026 Sep 02, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 42,341 1,656 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 03, 2026
JPMORGAN CHASE & CO History No change 41,675 1,626 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 40,820 1,596 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
Virtus Investment Advisers, LLC History No change 35,400 1,384 0.32% 0.32% 60 0 0.0% Q2 2026 Aug 11, 2026
Creative Planning History Added to 28,523 1,373 0.0% 0.0% 61 +5,886 26.0% Q3 2026 Nov 02, 2026
BNP Paribas Asset Management Holding S.A. History No change 35,029 1,370 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 12, 2026
Trexquant Investment LP History No change 33,562 1,312 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History Added to 23,600 1,136 0.0% 0.0% 64 +2,800 13.46% Q3 2026 Oct 30, 2026
Invesco Ltd. History No change 28,966 1,133 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 28,800 1,126 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
SummerHaven Investment Management, LLC History New 21,493 1,034 0.58% — 67 +21,493 New Q3 2026 Oct 19, 2026
RHUMBLINE ADVISERS History No change 25,984 1,016 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Global Advisers, LLC History No change 24,265 949 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 13, 2026
Engineers Gate Manager LP History No change 23,866 933 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 14, 2026
DIADEMA PARTNERS LP History No change 22,816 892 0.11% 0.11% 71 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 32,033 866 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History No change 17,922 862 0.0% 0.0% 73 0 0.0% Q3 2026 Nov 02, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 21,670 847 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 20,796 813 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 20,504 802 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 18,577 744 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 18,800 735 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
Rafferty Asset Management, LLC History No change 18,075 707 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 17,957 702 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 07, 2026
Aquatic Capital Management LLC History No change 17,233 674 0.02% 0.02% 81 0 0.0% Q2 2026 Aug 14, 2026
Achmea Investment Management B.V. History New 13,500 650 0.01% — 82 +13,500 New Q3 2026 Oct 30, 2026
CITIGROUP INC History Reduced 12,481 600 0.0% 0.0% 83 -20,085 -61.67% Q3 2026 Nov 04, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 15,113 592 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
Pale Fire Capital SE History No change 14,252 557 0.04% 0.04% 85 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 13,960 545 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
AVIVA PLC History No change 13,538 529 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 12,581 492 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
BOKF, NA History Reduced 9,925 477 0.01% 0.01% 89 -5,381 -35.16% Q3 2026 Oct 27, 2026
Graham Capital Management, L.P. History No change 12,050 471 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 11,428 447 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 13,372 440 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 10,572 413 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
PROFUND ADVISORS LLC History Reduced 7,331 352 0.01% 0.01% 94 -1,843 -20.09% Q3 2026 Oct 28, 2026
PRUDENTIAL FINANCIAL INC History No change 8,628 337 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 12, 2026
State of Wyoming History New 6,926 333 0.03% — 96 +6,926 New Q3 2026 Oct 28, 2026
CenterBook Partners LP History Reduced 6,801 327 0.01% 0.21% 97 -102,774 -93.79% Q3 2026 Nov 02, 2026
Venture Visionary Partners LLC History New 6,150 296 0.01% — 99 +6,150 New Q3 2026 Oct 07, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 7,569 296 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 10, 2026
JANE STREET GROUP, LLC History No change 7,300 285 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History New 5,720 275 0.0% — 102 +5,720 New Q3 2026 Oct 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 7,036 275 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 29, 2026
Kathmere Capital Management, LLC History New 5,657 272 0.01% — 103 +5,657 New Q3 2026 Oct 20, 2026
Caprock Group, LLC History No change 6,105 238 0.0% 0.0% 104 0 0.0% Q2 2026 Jul 27, 2026
Jump Financial, LLC History No change 6,100 238 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 5,818 227 0.0% 0.0% 106 0 0.0% Q2 2026 Jul 23, 2026
Persistent Asset Partners Ltd History No change 5,821 227 0.07% 0.07% 107 0 0.0% Q2 2026 Aug 06, 2026
AMERIPRISE FINANCIAL INC History No change 5,638 226 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
JUNCTURE WEALTH STRATEGIES, LLC History New 4,561 219 0.06% — 109 +4,561 New Q3 2026 Oct 06, 2026
ROYAL BANK OF CANADA History No change 4,695 183 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
China Universal Asset Management Co., Ltd. History Added to 3,408 166 0.01% 0.01% 111 +463 15.72% Q3 2026 Oct 27, 2026
Legal & General Group Plc History No change 4,129 161 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 3,423 133 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 3,316 130 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 07, 2026
BFC Planning, Inc. History No change 4,993 120 0.0% 0.0% 115 0 0.0% Q2 2026 Oct 29, 2026
Truvestments Capital LLC History No change 2,387 93 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 12, 2026
Concorde Asset Management, LLC History No change 43,100 73 0.04% 0.04% 117 0 0.0% Q2 2026 Aug 18, 2026
Quinn Opportunity Partners LLC History No change 41,396 70 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 1,611 63 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 10, 2026
NATIXIS History No change 1,591 62 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
Hughes Financial Services, LLC History Reduced 1,152 59 0.01% 0.01% 121 -449 -28.04% Q3 2026 Oct 30, 2026
Ameritas Investment Partners, Inc. History No change 1,472 57 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History Reduced 1,100 52 0.0% 0.0% 123 -5,256 -82.69% Q3 2026 Nov 04, 2026
Farther Finance Advisors, LLC History Added to 4,254 52 0.0% 0.0% 124 +109 2.63% Q3 2026 Oct 08, 2026
Optiver Holding B.V. History No change 1,309 51 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History No change 28,723 49 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 3,281 46 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 11, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 955 45 0.0% 0.0% 128 +128 15.48% Q3 2026 Oct 28, 2026
GAMMA Investing LLC History Added to 945 45 0.0% 0.0% 129 +13 1.39% Q3 2026 Oct 08, 2026
SIGNATUREFD, LLC History Added to 826 39 0.0% 0.0% 130 +531 180.0% Q3 2026 Oct 23, 2026
NFSG Corp History New 23,609 30 0.0% — 132 +23,609 New Q3 2026 Oct 15, 2026
NATIONAL BANK OF CANADA /FI/ History No change 791 30 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 10, 2026
Signature Equity Partners, LLC History New 559 26 0.01% — 133 +559 New Q3 2026 Oct 29, 2026
Parallel Advisors, LLC History Added to 534 25 0.0% 0.0% 134 +200 59.88% Q3 2026 Nov 03, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 632 24 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 536 20 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 413 19 0.0% 0.0% 137 +32 8.4% Q3 2026 Oct 26, 2026
Allworth Financial LP History No change 482 18 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 11, 2026
FEDERATED HERMES, INC. History No change 403 15 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Asset Management, LLC History No change 400 15 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 11, 2026
GK Wealth Management LLC History New 310 14 0.01% — 142 +310 New Q3 2026 Oct 09, 2026
NISA INVESTMENT ADVISORS, LLC History No change 303 14 0.0% 0.0% 141 0 0.0% Q3 2026 Oct 20, 2026
IFP Advisors, Inc History Reduced 260 12 0.0% 0.0% 143 -2,350 -90.04% Q3 2026 Oct 16, 2026
Versant Capital Management, Inc History No change 266 12 0.0% 0.0% 144 0 0.0% Q3 2026 Oct 01, 2026
SJS Investment Consulting Inc. History Added to 226 10 0.0% — 145 +224 11200.0% Q3 2026 Oct 26, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 251 9 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 24, 2026
Arax Advisory Partners History No change 243 9 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 10, 2026
Triumph Capital Management History No change 200 9 0.0% 0.0% 148 0 0.0% Q3 2026 Oct 14, 2026
Laurel Wealth Advisors LLC History New 150 7 0.0% — 150 +150 New Q3 2026 Oct 27, 2026
WealthCollab, LLC History No change 197 7 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 10, 2026
HARBOR CAPITAL ADVISORS, INC. History New 99 5 0.0% — 151 +99 New Q3 2026 Oct 22, 2026
Larson Financial Group LLC History No change 109 4 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 105 4 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 1,993 3 0.0% 0.0% 154 0 0.0% Q2 2026 Oct 30, 2026
Atlantic Union Bankshares Corp History No change 100 3 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 11, 2026
Provenance Wealth Advisors, LLC History New 53 2 0.0% — 159 +53 New Q3 2026 Oct 30, 2026
Root Financial Partners, LLC History New 47 2 0.0% — 158 +47 New Q3 2026 Oct 21, 2026
EverSource Wealth Advisors, LLC History Added to 62 2 0.0% 0.0% 157 +11 21.57% Q3 2026 Nov 04, 2026
ROTHSCHILD INVESTMENT LLC History No change 52 2 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 06, 2026
Parkside Financial Bank & Trust History New 30 1 0.0% — 166 +30 New Q3 2026 Oct 27, 2026
SBI Securities Co., Ltd. History Reduced 38 1 0.0% 0.0% 161 -4 -9.52% Q3 2026 Oct 21, 2026
True Wealth Design, LLC History Added to 30 1 0.0% 0.0% 162 +2 7.14% Q3 2026 Oct 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 27 1 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 07, 2026
AMERIFLEX GROUP, INC. History No change 50 1 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 26 1 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 13, 2026
Allied Private Wealth LLC History No change 720 1 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 09, 2026
SIERRA SUMMIT ADVISORS LLC History Closed out 0 0 — 0.14% — -31,876 -100.0% Q3 2026 Oct 27, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 — 0.0% — -35 -100.0% Q3 2026 Oct 08, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — — — -13 -100.0% Q3 2026 Oct 29, 2026
Avion Wealth History Closed out 0 0 — — — -12 -100.0% Q3 2026 Nov 03, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — — — -7 -100.0% Q3 2026 Nov 02, 2026
ASSETMARK, INC History New 1 0 — — — +1 New Q3 2026 Oct 21, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 3 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
Kozak & Associates, Inc. History No change 529 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
Bare Financial Services, Inc History No change 17 0 — — — 0 0.0% Q3 2026 Nov 04, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 10 0 — — — 0 0.0% Q3 2026 Nov 03, 2026
Keating Financial Advisory Services, Inc. History No change 17 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History No change 4 0 — — — 0 0.0% Q3 2026 Oct 14, 2026