SELLAS Life Sciences Group, Inc. - SLS

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
BlackRock, Inc. History Added to 12,198,410 51,599 0.0% 0.0% 1 +4,657,356 61.76% Q1 2026 May 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 8,981,556 37,991 0.0% 0.0% 2 +2,659,601 42.07% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 8,396,356 35,516 0.0% 0.0% 3 +6,208,185 283.72% Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 8,467,400 31,922 0.0% 0.0% 4 0 0.0% Q4 2025 Jan 29, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 7,525,929 31,834 0.0% 5 +7,525,929 New Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 4,882,641 20,653 0.0% 0.0% 6 +2,892,341 145.32% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 3,912,606 16,554 0.0% 0.0% 7 +835,269 27.14% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Added to 2,037,162 8,617 0.01% 0.0% 8 +696,494 51.95% Q1 2026 May 14, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,675,077 7,311 0.0% 0.0% 9 +1,245,834 290.24% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,462,806 6,187 0.0% 10 +1,462,806 New Q1 2026 May 08, 2026
MORGAN STANLEY History Added to 1,336,293 5,652 0.0% 0.0% 11 +445,364 49.99% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 1,275,984 5,397 0.0% 0.0% 12 +345,234 37.09% Q1 2026 May 14, 2026
VANGUARD FIDUCIARY TRUST CO History New 1,202,839 5,088 0.0% 13 +1,202,839 New Q1 2026 May 08, 2026
DAGCO, INC. History Added to 1,028,780 4,351 0.94% 0.5% 14 +451,240 78.13% Q1 2026 Apr 20, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 1,001,724 4,237 0.0% 0.0% 15 -386,125 -27.82% Q1 2026 May 15, 2026
UBS Group AG History Added to 745,419 3,153 0.0% 0.0% 16 +696,692 1429.79% Q1 2026 May 05, 2026
Invesco Ltd. History Added to 698,080 2,952 0.0% 0.0% 17 +644,787 1209.89% Q1 2026 May 12, 2026
Nuveen, LLC History Reduced 670,974 2,838 0.0% 0.0% 18 -352,987 -34.47% Q1 2026 Apr 30, 2026
BANK OF AMERICA CORP /DE/ History Added to 641,683 2,714 0.0% 0.0% 19 +540,748 535.74% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 555,913 2,351 0.0% 0.0% 20 +144,259 35.04% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 480,604 2,032 0.0% 0.0% 21 +72,203 17.68% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 478,366 2,023 0.0% 0.0% 22 +221,957 86.56% Q1 2026 May 05, 2026
SIMPLEX TRADING, LLC History New 448,562 1,897 0.0% 23 +448,562 New Q1 2026 May 14, 2026
NOMURA HOLDINGS INC History Reduced 436,700 1,847 0.0% 0.0% 24 -87,000 -16.61% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 403,165 1,705 0.0% 0.01% 25 -679,042 -62.75% Q1 2026 May 15, 2026
Everhart Financial Group, Inc. History Reduced 364,397 1,541 0.13% 0.16% 26 -101,819 -21.84% Q1 2026 Apr 09, 2026
Opus Capital Group, LLC History Added to 346,452 1,465 0.16% 0.13% 27 +29,352 9.26% Q1 2026 Apr 30, 2026
WELLINGTON MANAGEMENT GROUP LLP History New 344,778 1,458 0.0% 28 +344,778 New Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 314,400 1,329 0.0% 0.01% 29 -988,900 -75.88% Q1 2026 May 15, 2026
VISION FINANCIAL MARKETS LLC History New 304,400 1,287 1.26% 30 +304,400 New Q1 2026 Apr 24, 2026
DIADEMA PARTNERS LP History Reduced 300,000 1,269 0.22% 0.28% 31 -124,900 -29.4% Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Reduced 250,500 1,059 0.0% 0.0% 32 -426,000 -62.97% Q1 2026 May 13, 2026
Rafferty Asset Management, LLC History New 249,428 1,055 0.0% 33 +249,428 New Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 243,500 1,030 0.0% 0.0% 34 -98,736 -28.85% Q1 2026 May 12, 2026
WELLS FARGO & COMPANY/MN History Reduced 225,707 954 0.0% 0.0% 35 -73,598 -24.59% Q1 2026 May 11, 2026
Virtu Financial LLC History New 221,829 938 0.04% 36 +221,829 New Q1 2026 May 14, 2026
RHUMBLINE ADVISERS History Added to 194,198 821 0.0% 0.0% 37 +64,889 50.18% Q1 2026 May 12, 2026
Vontobel Holding Ltd. History New 174,153 736 0.0% 38 +174,153 New Q1 2026 May 08, 2026
Mariner, LLC History Added to 173,570 734 0.0% 0.0% 39 +14,420 9.06% Q1 2026 May 13, 2026
Verition Fund Management LLC History Added to 172,262 728 0.0% 0.0% 40 +139,762 430.04% Q1 2026 May 15, 2026
GSA CAPITAL PARTNERS LLP History Reduced 163,290 691 0.04% 0.11% 41 -181,762 -52.68% Q1 2026 May 08, 2026
ALLIANCEBERNSTEIN L.P. History Added to 163,940 618 0.0% 0.0% 42 +113,980 228.14% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 137,646 582 0.0% 0.0% 43 +45,958 50.12% Q1 2026 May 06, 2026
LPL Financial LLC History Added to 137,208 580 0.0% 0.0% 44 +29,903 27.87% Q1 2026 May 06, 2026
Vanguard Global Advisers, LLC History New 128,110 541 0.0% 45 +128,110 New Q1 2026 May 08, 2026
FULCRUM WEALTH ADVISORS, LLC History Added to 124,751 527 0.44% 0.19% 46 +63,587 103.96% Q1 2026 Apr 21, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 122,120 517 0.0% 0.0% 47 +59,094 93.76% Q1 2026 May 15, 2026
PROFUND ADVISORS LLC History New 111,794 472 0.02% 48 +111,794 New Q1 2026 Apr 24, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 98,289 411 0.0% 0.0% 49 +40,742 70.8% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Added to 94,255 398 0.0% 0.0% 50 +67,074 246.77% Q1 2026 May 14, 2026
Tidal Investments LLC History New 90,007 380 0.0% 51 +90,007 New Q1 2026 May 15, 2026
TEMA ETFS LLC History New 90,007 380 0.03% 52 +90,007 New Q1 2026 Apr 15, 2026
Engineers Gate Manager LP History New 82,780 350 0.0% 53 +82,780 New Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 81,695 345 0.0% 54 +81,695 New Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 81,824 327 0.0% 0.0% 55 +32,345 65.37% Q1 2026 May 13, 2026
Squarepoint Ops LLC History Added to 74,751 316 0.0% 0.0% 56 +61,466 462.67% Q1 2026 May 15, 2026
Quantinno Capital Management LP History New 74,378 314 0.0% 57 +74,378 New Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 76,554 288 0.0% 0.0% 58 0 0.0% Q4 2025 Feb 17, 2026
Caitong International Asset Management Co., Ltd History Reduced 60,712 256 0.05% 0.1% 59 -49,546 -44.94% Q1 2026 May 11, 2026
FIFTH THIRD BANCORP History New 59,807 252 0.0% 60 +59,807 New Q1 2026 May 01, 2026
AQR CAPITAL MANAGEMENT LLC History New 53,990 228 0.0% 61 +53,990 New Q1 2026 May 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 51,255 216 0.0% 0.0% 62 +10,983 27.27% Q1 2026 May 08, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 50,000 211 0.05% 0.04% 63 0 0.0% Q1 2026 Apr 23, 2026
EntryPoint Capital, LLC History New 48,224 203 0.06% 64 +48,224 New Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Added to 47,272 199 0.0% 0.0% 65 +23,583 99.55% Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History Added to 47,089 199 0.0% 0.0% 66 +12,346 35.54% Q1 2026 Apr 29, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 47,016 198 0.0% 0.0% 67 +20,178 75.18% Q1 2026 May 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 45,691 193 0.0% 0.0% 68 +7,673 20.18% Q1 2026 May 15, 2026
INSTRUMENTAL WEALTH, LLC History No change 44,914 189 0.12% 0.13% 69 0 0.0% Q1 2026 Apr 21, 2026
Creative Planning History New 40,571 171 0.0% 70 +40,571 New Q1 2026 May 12, 2026
FARALLON CAPITAL MANAGEMENT LLC History New 40,000 169 0.0% 71 +40,000 New Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 39,000 164 0.0% 0.0% 72 +32,100 465.22% Q1 2026 May 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 38,470 162 0.0% 0.0% 73 +9,226 31.55% Q1 2026 Apr 27, 2026
Accurate Wealth Management, LLC History New 32,611 158 0.02% 74 +32,611 New Q1 2026 Apr 22, 2026
VISIONARY HORIZONS, LLC History No change 36,000 152 0.07% 0.07% 75 0 0.0% Q1 2026 Apr 17, 2026
OXFORD ASSET MANAGEMENT LLP History New 35,501 150 0.06% 76 +35,501 New Q1 2026 May 15, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 35,370 149 0.0% 0.0% 77 0 0.0% Q1 2026 Apr 29, 2026
Magnetar Financial LLC History New 35,032 148 0.0% 78 +35,032 New Q1 2026 May 13, 2026
Scientech Research LLC History Reduced 34,096 144 0.12% 0.09% 79 -4,647 -11.99% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 32,412 137 0.0% 0.0% 80 -678,622 -95.44% Q1 2026 May 14, 2026
E Fund Management Co., Ltd. History New 31,354 132 0.0% 81 +31,354 New Q1 2026 Apr 13, 2026
Genesee Capital Advisors, LLC History No change 30,000 126 0.05% 0.05% 82 0 0.0% Q1 2026 Apr 22, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 29,262 123 0.0% 0.0% 83 +8,228 39.12% Q1 2026 May 12, 2026
Kestra Advisory Services, LLC History Added to 29,150 123 0.0% 0.0% 84 +1,750 6.39% Q1 2026 Apr 30, 2026
Millington Financial Advisors, LLC History No change 25,000 122 0.05% 0.04% 85 0 0.0% Q1 2026 May 08, 2026
PRUDENTIAL FINANCIAL INC History New 28,690 121 0.0% 86 +28,690 New Q1 2026 May 13, 2026
Scissortail Wealth Management, LLC History No change 27,322 115 0.02% 0.02% 87 0 0.0% Q1 2026 Apr 23, 2026
SEI INVESTMENTS CO History No change 26,581 112 0.0% 0.0% 88 0 0.0% Q1 2026 May 13, 2026
CITIGROUP INC History Reduced 25,646 108 0.0% 0.0% 89 -29,829 -53.77% Q1 2026 May 11, 2026
SJS Investment Consulting Inc. History New 25,000 105 0.01% 91 +25,000 New Q1 2026 Apr 23, 2026
ProShare Advisors LLC History Added to 24,915 105 0.0% 0.0% 90 +2,277 10.06% Q1 2026 Apr 24, 2026
World Investment Advisors History Reduced 24,616 104 0.0% 0.0% 92 -19,507 -44.21% Q1 2026 Apr 27, 2026
Jaffetilchin Investment Partners, LLC History No change 24,338 102 0.01% 0.01% 93 0 0.0% Q1 2026 May 13, 2026
Financial Designs Corp History New 23,327 98 0.05% 95 +23,327 New Q1 2026 Apr 16, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 23,250 98 0.0% 0.0% 94 0 0.0% Q1 2026 May 15, 2026
Tower Research Capital LLC (TRC) History Added to 21,110 89 0.0% 0.0% 96 +14,636 226.07% Q1 2026 May 15, 2026
STONERIDGE INVESTMENT PARTNERS LLC History Reduced 20,287 86 0.06% 0.16% 97 -41,040 -66.92% Q1 2026 May 06, 2026
SIMON QUICK ADVISORS, LLC History No change 20,000 84 0.0% 0.0% 98 0 0.0% Q1 2026 May 06, 2026
Private Advisor Group, LLC History Added to 19,540 82 0.0% 0.0% 99 +1,335 7.33% Q1 2026 Apr 24, 2026
Russell Investments Group, Ltd. History Added to 18,006 76 0.0% 0.0% 100 +8,446 88.35% Q1 2026 May 08, 2026
Grange Capital, LLC History Added to 17,651 74 0.07% 0.06% 101 +1,650 10.31% Q1 2026 Apr 28, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 16,048 67 0.0% 0.0% 102 -303 -1.85% Q1 2026 May 15, 2026
SIG BROKERAGE, LP History Reduced 15,429 65 0.0% 0.09% 104 -727,571 -97.92% Q1 2026 May 15, 2026
FMR LLC History Added to 15,561 65 0.0% 0.0% 103 +8,066 107.62% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Reduced 15,166 64 0.0% 0.0% 106 -21,284 -58.39% Q1 2026 Apr 16, 2026
Legal & General Group Plc History Added to 15,142 64 0.0% 0.0% 105 +2,110 16.19% Q1 2026 May 08, 2026
XPONANCE LLC History New 14,817 62 0.0% 107 +14,817 New Q1 2026 May 13, 2026
TWO SIGMA SECURITIES, LLC History Reduced 14,437 61 0.01% 0.03% 108 -42,668 -74.72% Q1 2026 May 15, 2026
ELCO Management Co., LLC History No change 14,609 61 0.03% 0.03% 109 0 0.0% Q1 2026 Apr 23, 2026
BLAIR WILLIAM & CO/IL History Reduced 14,005 59 0.0% 0.0% 110 -11,997 -46.14% Q1 2026 May 08, 2026
Ameritas Investment Partners, Inc. History Added to 14,065 59 0.0% 0.0% 111 +4,321 44.35% Q1 2026 May 13, 2026
CWM, LLC History Added to 13,275 56 0.0% 0.0% 112 +1,493 12.67% Q1 2026 May 14, 2026
EWA, LLC History No change 12,796 54 0.01% 0.01% 113 0 0.0% Q1 2026 Apr 23, 2026
Cambridge Investment Research Advisors, Inc. History No change 12,435 53 0.0% 0.0% 114 0 0.0% Q1 2026 Apr 30, 2026
PRINCIPAL FINANCIAL GROUP INC History New 12,429 52 0.0% 115 +12,429 New Q1 2026 May 04, 2026
Persistent Asset Partners Ltd History New 758 52 0.02% 116 +758 New Q1 2026 May 12, 2026
Wealthfront Advisers LLC History New 11,436 48 0.0% 118 +11,436 New Q1 2026 May 05, 2026
STIFEL FINANCIAL CORP History Reduced 11,536 48 0.0% 0.0% 117 -1,500 -11.51% Q1 2026 May 12, 2026
&PARTNERS History New 10,941 46 0.0% 120 +10,941 New Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History New 10,941 46 0.0% 121 +10,941 New Q1 2026 May 04, 2026
CALTON & ASSOCIATES, INC. History No change 11,000 46 0.01% 0.01% 119 0 0.0% Q1 2026 May 13, 2026
Marex Group plc History New 10,833 45 0.0% 122 +10,833 New Q1 2026 May 13, 2026
GTS SECURITIES LLC History New 10,329 43 0.0% 123 +10,329 New Q1 2026 May 14, 2026
Integrated Wealth Concepts LLC History New 10,011 42 0.0% 128 +10,011 New Q1 2026 May 15, 2026
First Financial Bank - Trust Division History New 10,000 42 0.0% 127 +10,000 New Q1 2026 Apr 01, 2026
Nemes Rush Group LLC History No change 10,000 42 0.0% 0.0% 124 0 0.0% Q1 2026 Apr 21, 2026
Concurrent Investment Advisors, LLC History No change 10,085 42 0.0% 0.0% 125 0 0.0% Q1 2026 Apr 20, 2026
Private Wealth Management Group, LLC History No change 10,000 42 0.01% 0.01% 126 0 0.0% Q1 2026 Apr 23, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 9,337 39 0.0% 0.0% 129 +1,709 22.4% Q1 2026 May 15, 2026
Larson Financial Group LLC History Added to 7,013 29 0.0% 0.0% 130 +20 0.29% Q1 2026 May 15, 2026
Clearstead Advisors, LLC History New 6,548 27 0.0% 131 +6,548 New Q1 2026 May 06, 2026
Quent Capital, LLC History New 5,088 21 0.0% 133 +5,088 New Q1 2026 Apr 28, 2026
Rockefeller Capital Management L.P. History No change 5,000 21 0.0% 0.0% 132 0 0.0% Q1 2026 May 14, 2026
ROYAL BANK OF CANADA History Reduced 4,171 18 0.0% 0.0% 134 -3,480 -45.48% Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 5,000 18 0.0% 0.0% 135 0 0.0% Q4 2025 Feb 06, 2026
SageView Advisory Group, LLC History No change 5,000 18 0.0% 0.0% 136 0 0.0% Q4 2025 Feb 17, 2026
Daiwa Securities Group Inc. History New 4,400 12 0.0% 137 +4,400 New Q1 2026 May 13, 2026
NISA INVESTMENT ADVISORS, LLC History New 2,600 10 0.0% 139 +2,600 New Q1 2026 Apr 30, 2026
Colonial Trust Advisors History New 2,516 10 0.0% 140 +2,516 New Q1 2026 May 12, 2026
BELLEVUE ASSET MANAGEMENT, LLC History New 2,512 10 0.01% 141 +2,512 New Q1 2026 Apr 24, 2026
NATIONAL BANK OF CANADA /FI/ History New 2,387 10 0.0% 138 +2,387 New Q1 2026 May 14, 2026
Glen Eagle Advisors, LLC History New 2,176 9 0.0% 144 +2,176 New Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Added to 2,360 9 0.0% 0.0% 143 +2,010 574.29% Q1 2026 Apr 07, 2026
SBI Securities Co., Ltd. History Reduced 2,186 9 0.0% 0.0% 142 -1,405 -39.13% Q1 2026 Apr 27, 2026
Quantbot Technologies LP History New 2,049 8 0.0% 145 +2,049 New Q1 2026 May 13, 2026
Atlantic Private Wealth, LLC History New 2,000 8 0.01% 146 +2,000 New Q1 2026 May 08, 2026
Marathon Trading Investment Management LLC History New 1,191 5 0.0% 147 +1,191 New Q1 2026 May 14, 2026
QUADRANT CAPITAL GROUP LLC History New 1,059 4 0.0% 149 +1,059 New Q1 2026 May 13, 2026
Sterling Capital Management LLC History Added to 1,116 4 0.0% 0.0% 148 +326 41.27% Q1 2026 Apr 22, 2026
IFP Advisors, Inc History New 925 3 0.0% 151 +925 New Q1 2026 Apr 13, 2026
GAMMA Investing LLC History Added to 815 3 0.0% 0.0% 150 +443 119.09% Q1 2026 Apr 06, 2026
FINANCIAL CONSULATE, INC History New 600 2 0.0% 153 +600 New Q1 2026 Apr 21, 2026
Avion Wealth History No change 573 2 0.0% 0.0% 152 0 0.0% Q1 2026 May 01, 2026
Sunbelt Securities, Inc. History New 395 1 0.0% 155 +395 New Q1 2026 May 15, 2026
NewEdge Advisors, LLC History New 300 1 0.0% 156 +300 New Q1 2026 Jun 02, 2026
Fortitude Family Office, LLC History New 259 1 0.0% 157 +259 New Q1 2026 Apr 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 289 1 0.0% 0.0% 154 +6 2.12% Q1 2026 May 08, 2026
Clear Street Group Inc. History Closed out 0 0 0.01% -1,000,000 -100.0% Q1 2026 May 15, 2026
XTX Topco Ltd History Closed out 0 0 0.01% -118,440 -100.0% Q1 2026 May 15, 2026
DANSKE BANK A/S History Closed out 0 0 0.0% -100,000 -100.0% Q1 2026 May 12, 2026
Tyche Wealth Partners LLC History Closed out 0 0 0.02% -37,500 -100.0% Q1 2026 May 06, 2026
Regal Investment Advisors LLC History Closed out 0 0 0.01% -35,900 -100.0% Q1 2026 May 14, 2026
Equitable Holdings, Inc. History Closed out 0 0 0.0% -32,060 -100.0% Q1 2026 May 15, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Closed out 0 0 0.01% -24,000 -100.0% Q1 2026 May 14, 2026
Jefferies Financial Group Inc. History Closed out 0 0 0.0% -20,200 -100.0% Q1 2026 May 07, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.0% -13,800 -100.0% Q1 2026 May 15, 2026
MONEY CONCEPTS CAPITAL CORP History Closed out 0 0 0.0% -10,600 -100.0% Q1 2026 Apr 30, 2026
Beacon Pointe Advisors, LLC History Closed out 0 0 0.0% -10,000 -100.0% Q1 2026 May 15, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -3,892 -100.0% Q1 2026 May 08, 2026
Strengthening Families & Communities, LLC History Closed out 0 0 0.0% -500 -100.0% Q1 2026 May 11, 2026
NVWM, LLC History Closed out 0 0 -201 -100.0% Q1 2026 Apr 27, 2026
SIGNATUREFD, LLC History New 172 0 +172 New Q1 2026 Apr 07, 2026
Strategic Wealth Partners, Ltd. History New 150 0 +150 New Q1 2026 May 12, 2026
ROTHSCHILD INVESTMENT LLC History Added to 127 0 +106 504.76% Q1 2026 May 07, 2026
Root Financial Partners, LLC History New 60 0 +60 New Q1 2026 Apr 24, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 40 0 +40 New Q1 2026 May 08, 2026
Allworth Financial LP History New 26 0 +26 New Q1 2026 May 14, 2026
EverSource Wealth Advisors, LLC History New 22 0 +22 New Q1 2026 May 15, 2026
Keating Financial Advisory Services, Inc. History New 7 0 +7 New Q1 2026 May 15, 2026
MAI Capital Management History New 2 0 +2 New Q1 2026 May 15, 2026
Bogart Wealth, LLC History New 2 0 +2 New Q1 2026 Apr 28, 2026
Hughes Financial Services, LLC History New 1 0 +1 New Q1 2026 Apr 29, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 100 0 0 0.0% Q1 2026 May 05, 2026
Parkside Financial Bank & Trust History No change 2 0 0 0.0% Q1 2026 May 13, 2026
Motiv8 Investments LLC History No change 80 0 0 0.0% Q4 2025 Feb 13, 2026