Tectonic Therapeutic, Inc. - TECX
Detailed investor-level table based on 13F positions.
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 | 2,830,378 | 97,294 | 0.0% | 0.0% | 1 | +13,884 | 0.49% | Q2 2026 | Aug 13, 2026 |
| TCG Crossover Management, LLC | History | No change | 1,204,891 | 41,418 | 1.0% | 1.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 1,141,824 | 39,250 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BlackRock, Inc. | History | Added to | 862,592 | 29,651 | 0.0% | 0.0% | 4 | +2,240 | 0.26% | Q2 2026 | Aug 07, 2026 |
| First Light Asset Management, LLC | History | Added to | 800,726 | 27,524 | 1.67% | 1.79% | 5 | +152,983 | 23.62% | Q2 2026 | Aug 14, 2026 |
| BAKER BROS. ADVISORS LP | History | No change | 607,788 | 20,892 | 0.1% | 0.11% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 5AM Venture Management, LLC | History | No change | 606,660 | 20,853 | 7.24% | 5.21% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRAIDWELL LP | History | Reduced | 596,900 | 20,518 | 0.76% | 0.87% | 8 | -250,251 | -29.54% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 488,805 | 16,802 | 0.0% | 0.0% | 9 | +15,273 | 3.23% | Q2 2026 | Aug 13, 2026 |
| Vestal Point Capital, LP | History | Added to | 425,000 | 14,609 | 0.34% | 0.28% | 10 | +97,000 | 29.57% | Q2 2026 | Aug 14, 2026 |
| Bollard Group LLC | History | No change | 302,953 | 10,414 | 0.32% | 0.28% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 282,202 | 9,700 | 0.17% | 0.19% | 12 | -4,480 | -1.56% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 270,461 | 9,299 | 0.0% | 0.0% | 13 | +2,188 | 0.82% | Q2 2026 | Aug 12, 2026 |
| ORBIMED ADVISORS LLC | History | No change | 226,600 | 7,789 | 0.14% | 0.14% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 219,908 | 7,559 | 0.0% | 0.0% | 15 | +6,403 | 3.0% | Q2 2026 | Aug 07, 2026 |
| Ikarian Capital, LLC | History | Added to | 205,837 | 7,075 | 0.76% | 0.4% | 16 | +48,300 | 30.66% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 187,700 | 6,453 | 0.0% | 0.0% | 17 | -105,775 | -36.04% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 186,550 | 6,412 | 0.0% | 0.0% | 18 | +70,430 | 60.65% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 172,101 | 5,916 | 0.0% | 0.01% | 19 | -57,494 | -25.04% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 165,525 | 5,689 | 0.0% | 0.0% | 20 | +107,177 | 183.69% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 145,028 | 4,985 | 0.01% | 0.01% | 21 | -19,391 | -11.79% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 142,448 | 4,896 | 0.0% | 0.0% | 22 | -984 | -0.69% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 117,428 | 4,036 | 0.0% | 0.0% | 23 | +4,764 | 4.23% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 113,904 | 3,915 | 0.0% | 0.0% | 24 | +35,551 | 45.37% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 107,393 | 3,691 | 0.0% | 0.0% | 25 | +54,993 | 104.95% | Q2 2026 | Sep 02, 2026 |
| Soleus Capital Management, L.P. | History | Reduced | 101,684 | 3,495 | 0.12% | 0.15% | 26 | -20,000 | -16.44% | Q2 2026 | Aug 11, 2026 |
| Woodline Partners LP | History | No change | 100,000 | 3,437 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 94,414 | 3,245 | 0.0% | 0.0% | 28 | +30,807 | 48.43% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 73,924 | 2,541 | 0.0% | 0.0% | 29 | +11,498 | 18.42% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 72,674 | 2,498 | 0.0% | 0.0% | 30 | +8,478 | 13.21% | Q2 2026 | Aug 14, 2026 |
| SECTORAL ASSET MANAGEMENT INC | History | Added to | 71,009 | 2,440 | 1.7% | 0.52% | 31 | +51,950 | 272.57% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 68,394 | 2,351 | 0.0% | 0.0% | 32 | +499 | 0.73% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 65,821 | 2,262 | 0.0% | 0.0% | 33 | -3,179 | -4.61% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 65,373 | 2,247 | 0.0% | 0.0% | 34 | +525 | 0.81% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 64,940 | 2,232 | 0.0% | 0.0% | 35 | -2,054 | -3.07% | Q2 2026 | Aug 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 60,771 | 2,089 | 0.03% | 0.02% | 36 | +14,634 | 31.72% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 55,364 | 1,831 | 0.0% | 0.0% | 37 | -3,506 | -5.96% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 48,001 | 1,651 | 0.0% | 0.0% | 38 | -116,054 | -70.74% | Q2 2026 | Aug 14, 2026 |
| Tetragon Partners GP Ltd | History | Added to | 46,516 | 1,598 | 0.25% | 0.23% | 39 | +8,928 | 23.75% | Q2 2026 | Aug 12, 2026 |
| PFM Health Sciences, LP | History | Reduced | 45,631 | 1,568 | 0.13% | 0.13% | 40 | -498 | -1.08% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | New | 44,540 | 1,531 | 0.0% | — | 41 | +44,540 | New | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | Added to | 43,400 | 1,491 | 0.01% | 0.02% | 42 | +302 | 0.7% | Q2 2026 | Aug 13, 2026 |
| Prosight Management, LP | History | Reduced | 39,731 | 1,365 | 0.24% | 0.4% | 43 | -40,141 | -50.26% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | New | 36,991 | 1,271 | 0.01% | — | 44 | +36,991 | New | Q2 2026 | Aug 14, 2026 |
| Aldebaran Capital, LLC | History | Reduced | 36,797 | 1,264 | 0.95% | 0.88% | 45 | -387 | -1.04% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 35,239 | 1,211 | 0.01% | 0.02% | 46 | -48,440 | -57.89% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 31,432 | 1,080 | 0.0% | 0.0% | 47 | +2,192 | 7.5% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 30,438 | 1,046 | 0.0% | 0.0% | 48 | +1,328 | 4.56% | Q2 2026 | Aug 14, 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP | History | Added to | 28,143 | 967 | 0.22% | 0.23% | 49 | +1,390 | 5.2% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 25,247 | 867 | 0.0% | 0.0% | 50 | +487 | 1.97% | Q2 2026 | Aug 06, 2026 |
| ALPS ADVISORS INC | History | Added to | 19,147 | 658 | 0.0% | 0.0% | 51 | +3,861 | 25.26% | Q2 2026 | Jul 29, 2026 |
| Fisher Asset Management, LLC | History | New | 19,122 | 657 | 0.0% | — | 52 | +19,122 | New | Q2 2026 | Aug 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 19,001 | 653 | 0.0% | 0.0% | 53 | +6,467 | 51.6% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | New | 18,067 | 621 | 0.01% | — | 54 | +18,067 | New | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 17,029 | 585 | 0.0% | 0.0% | 55 | -19,841 | -53.81% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 16,630 | 571 | 0.01% | 0.01% | 56 | -10,130 | -37.86% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Reduced | 15,055 | 517 | 0.0% | 0.0% | 57 | -14,932 | -49.79% | Q2 2026 | Aug 13, 2026 |
| ADAR1 Capital Management, LLC | History | Added to | 14,501 | 498 | 0.02% | 0.02% | 58 | +1,500 | 11.54% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 13,773 | 473 | 0.0% | 0.0% | 59 | -254 | -1.81% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | Added to | 13,514 | 464 | 0.0% | 0.0% | 60 | +1,481 | 12.31% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,043 | 379 | 0.0% | 0.0% | 61 | -423 | -3.69% | Q2 2026 | Aug 14, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 10,806 | 371 | 0.09% | 0.12% | 62 | -2,993 | -21.69% | Q2 2026 | Aug 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 10,443 | 358 | 0.0% | 0.0% | 63 | +366 | 3.63% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 10,039 | 345 | 0.0% | 0.0% | 64 | +694 | 7.43% | Q2 2026 | Aug 07, 2026 |
| Brevan Howard Capital Management LP | History | New | 9,573 | 329 | 0.0% | — | 65 | +9,573 | New | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 9,128 | 313 | 0.0% | 0.0% | 66 | +2,422 | 36.12% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 8,961 | 308 | 0.0% | 0.0% | 67 | -3,485 | -28.0% | Q2 2026 | Aug 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 8,865 | 304 | 0.05% | — | 68 | +8,865 | New | Q2 2026 | Aug 04, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 8,765 | 301 | 0.0% | 0.0% | 69 | +4,801 | 121.12% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 8,275 | 284 | 0.02% | 0.04% | 70 | -10,598 | -56.15% | Q2 2026 | Aug 06, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 6,948 | 238 | 0.2% | 0.21% | 71 | +99 | 1.45% | Q2 2026 | Jul 24, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,724 | 231 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 7,460 | 230 | 0.0% | — | 73 | +7,460 | New | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 6,617 | 227 | 0.0% | 0.0% | 74 | -10,317 | -60.92% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 6,388 | 219 | 0.0% | 0.0% | 75 | -1,287 | -16.77% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 6,060 | 208 | 0.0% | — | 76 | +6,060 | New | Q2 2026 | Aug 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 5,996 | 206 | 0.0% | 0.0% | 77 | -7,933 | -56.95% | Q2 2026 | Sep 09, 2026 |
| Rangeley Capital, LLC | History | New | 6,000 | 206 | 0.19% | — | 78 | +6,000 | New | Q2 2026 | Aug 14, 2026 |
| Velan Capital Investment Management LP | History | New | 6,000 | 206 | 0.13% | — | 79 | +6,000 | New | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 5,567 | 191 | 0.0% | 0.0% | 80 | +4,716 | 554.17% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Added to | 5,548 | 190 | 0.0% | 0.0% | 81 | +4,401 | 383.7% | Q2 2026 | Aug 03, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 5,503 | 189 | 0.01% | 0.01% | 82 | -829 | -13.09% | Q2 2026 | Jul 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,400 | 185 | 0.0% | 0.0% | 83 | +400 | 8.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 5,146 | 176 | 0.0% | 0.0% | 84 | +2,330 | 82.74% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 4,694 | 161 | 0.0% | 0.0% | 85 | -521 | -9.99% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,600 | 158 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,638 | 90 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantbot Technologies LP | History | New | 1,819 | 62 | 0.0% | — | 88 | +1,819 | New | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 1,829 | 56 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,122 | 38 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,080 | 37 | 0.0% | 0.0% | 91 | -56 | -4.93% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 1,000 | 34 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 844 | 29 | 0.0% | 0.0% | 93 | -135 | -13.79% | Q2 2026 | Jul 22, 2026 |
| Chung Wu Investment Group, LLC | History | New | 800 | 27 | 0.02% | — | 94 | +800 | New | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | New | 725 | 24 | 0.0% | — | 95 | +725 | New | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 661 | 22 | 0.0% | 0.0% | 96 | -253 | -27.68% | Q2 2026 | Aug 11, 2026 |
| State of Wyoming | History | New | 601 | 20 | 0.0% | — | 98 | +601 | New | Q2 2026 | Aug 06, 2026 |
| HighMark Wealth Management LLC | History | No change | 587 | 20 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 439 | 15 | 0.0% | 0.0% | 99 | -912 | -67.51% | Q2 2026 | Aug 12, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 400 | 13 | 0.0% | 0.0% | 101 | -15 | -3.61% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 382 | 13 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 370 | 12 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 311 | 11 | 0.0% | — | 103 | +311 | New | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 290 | 9 | 0.0% | 0.0% | 104 | -40 | -12.12% | Q2 2026 | Jul 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 250 | 8 | 0.0% | 0.0% | 105 | -250 | -50.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 176 | 6 | 0.0% | 0.0% | 106 | -137 | -43.77% | Q2 2026 | Jul 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 141 | 4 | 0.0% | 0.0% | 107 | -454 | -76.3% | Q2 2026 | Aug 24, 2026 |
| Axiom Investment Management LLC | History | New | 125 | 4 | 0.0% | — | 108 | +125 | New | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 76 | 2 | 0.0% | 0.0% | 109 | -26 | -25.49% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 40 | 1 | 0.0% | — | 110 | +14 | 53.85% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Reduced | 52 | 1 | 0.0% | 0.0% | 111 | -13 | -20.0% | Q2 2026 | Aug 11, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 50 | 1 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Opaleye Management Inc. | History | Closed out | 0 | 0 | — | 0.5% | — | -123,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -68,598 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,449 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,400 | -100.0% | Q2 2026 | Aug 04, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -11,621 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -32 | -86.49% | Q2 2026 | Aug 10, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q2 2026 | Jul 20, 2026 |
| EASTERN BANK | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Jul 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 7 | 0 | — | — | — | -12 | -63.16% | Q2 2026 | Jul 24, 2026 |
| SBI Securities Co., Ltd. | History | New | 11 | 0 | — | — | — | +11 | New | Q2 2026 | Jul 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 2 | 0 | — | — | — | -9 | -81.82% | Q2 2026 | Aug 06, 2026 |
| First Bancorp, Inc /ME/ | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Jul 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caldwell Trust Co | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |