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 | 2,816,494 | 87,057 | 0.0% | 0.0% | 1 | +9,052 | 0.32% | Q1 2026 | May 15, 2026 |
| TCG Crossover Management, LLC | History | New | 1,204,891 | 37,243 | 1.07% | — | 2 | +1,204,891 | New | Q1 2026 | May 15, 2026 |
| Aberdeen Group plc | History | No change | 1,141,824 | 35,293 | 0.06% | 0.04% | 3 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BlackRock, Inc. | History | Added to | 860,352 | 26,593 | 0.0% | 0.0% | 4 | +5,989 | 0.7% | Q1 2026 | May 13, 2026 |
| BRAIDWELL LP | History | Reduced | 847,151 | 26,185 | 0.87% | 0.62% | 5 | -80,373 | -8.67% | Q1 2026 | May 15, 2026 |
| First Light Asset Management, LLC | History | New | 647,743 | 20,021 | 1.79% | — | 6 | +647,743 | New | Q1 2026 | May 15, 2026 |
| BAKER BROS. ADVISORS LP | History | Reduced | 607,788 | 18,786 | 0.11% | 0.11% | 7 | -295,612 | -32.72% | Q1 2026 | May 15, 2026 |
| 5AM Venture Management, LLC | History | No change | 606,660 | 18,751 | 5.21% | 3.98% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 473,532 | 14,636 | 0.0% | — | 9 | +473,532 | New | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 599,898 | 12,513 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vestal Point Capital, LP | History | No change | 328,000 | 10,138 | 0.28% | 0.23% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bollard Group LLC | History | No change | 302,953 | 9,364 | 0.28% | 0.16% | 12 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 293,475 | 9,071 | 0.0% | 0.0% | 13 | +54,562 | 22.84% | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 286,682 | 8,861 | 0.19% | 0.09% | 14 | +77,457 | 37.02% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 268,273 | 8,294 | 0.0% | 0.0% | 15 | +4,713 | 1.79% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 229,595 | 7,096 | 0.01% | 0.0% | 16 | +198,677 | 642.59% | Q1 2026 | May 14, 2026 |
| ORBIMED ADVISORS LLC | History | Reduced | 226,600 | 7,004 | 0.14% | 0.24% | 17 | -348,000 | -60.56% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 213,505 | 6,599 | 0.0% | 0.0% | 18 | +4,380 | 2.09% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 164,419 | 5,082 | 0.01% | 0.0% | 19 | -35,227 | -17.64% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 164,055 | 5,072 | 0.0% | — | 20 | +164,055 | New | Q1 2026 | May 15, 2026 |
| Ikarian Capital, LLC | History | New | 157,537 | 4,869 | 0.4% | — | 21 | +157,537 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 143,432 | 4,433 | 0.0% | — | 22 | +143,432 | New | Q1 2026 | May 15, 2026 |
| Opaleye Management Inc. | History | Reduced | 123,000 | 3,801 | 0.5% | 0.59% | 23 | -91,747 | -42.72% | Q1 2026 | May 15, 2026 |
| Soleus Capital Management, L.P. | History | New | 121,684 | 3,761 | 0.15% | — | 24 | +121,684 | New | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 116,120 | 3,589 | 0.0% | 0.0% | 25 | -4,130 | -3.43% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 112,664 | 3,482 | 0.0% | 0.0% | 26 | -7,747 | -6.43% | Q1 2026 | May 11, 2026 |
| Woodline Partners LP | History | Reduced | 100,000 | 3,091 | 0.01% | 0.02% | 27 | -100,000 | -50.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 83,679 | 2,586 | 0.02% | 0.02% | 28 | -27,509 | -24.74% | Q1 2026 | May 14, 2026 |
| Prosight Management, LP | History | Reduced | 79,872 | 2,468 | 0.4% | 1.01% | 29 | -155,128 | -66.01% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 78,353 | 2,421 | 0.0% | 0.0% | 30 | +6,098 | 8.44% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 69,000 | 2,132 | 0.0% | 0.0% | 31 | +49,679 | 257.12% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 68,598 | 2,120 | 0.0% | 0.01% | 32 | -423,734 | -86.07% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 67,895 | 2,098 | 0.0% | — | 33 | +67,895 | New | Q1 2026 | May 08, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 66,994 | 2,070 | 0.0% | 0.0% | 34 | -4,663 | -6.51% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 64,848 | 2,004 | 0.0% | 0.0% | 35 | -29,587 | -31.33% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 64,196 | 1,984 | 0.0% | 0.0% | 36 | +9,595 | 17.57% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 63,607 | 1,966 | 0.0% | — | 37 | +63,607 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 62,426 | 1,929 | 0.0% | 0.0% | 38 | -30,277 | -32.66% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 58,348 | 1,803 | 0.0% | 0.0% | 39 | -242,472 | -80.6% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 58,870 | 1,699 | 0.0% | 0.0% | 40 | +53,091 | 918.69% | Q1 2026 | May 13, 2026 |
| KOTLER KEVIN | History | No change | 80,000 | 1,668 | 0.39% | 0.39% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 52,400 | 1,619 | 0.0% | 0.0% | 42 | -332,817 | -86.4% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 46,137 | 1,426 | 0.02% | — | 43 | +46,137 | New | Q1 2026 | May 15, 2026 |
| PFM Health Sciences, LP | History | Added to | 46,129 | 1,425 | 0.13% | 0.09% | 44 | +3,405 | 7.97% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Added to | 43,098 | 1,332 | 0.02% | 0.01% | 45 | +3,598 | 9.11% | Q1 2026 | May 14, 2026 |
| Tetragon Partners GP Ltd | History | New | 37,588 | 1,161 | 0.23% | — | 46 | +37,588 | New | Q1 2026 | May 15, 2026 |
| Aldebaran Capital, LLC | History | Reduced | 37,184 | 1,149 | 0.88% | 0.7% | 47 | -169 | -0.45% | Q1 2026 | May 07, 2026 |
| SEI INVESTMENTS CO | History | Added to | 36,870 | 1,139 | 0.0% | 0.0% | 48 | +21,619 | 141.75% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 29,987 | 926 | 0.0% | 0.0% | 49 | -1,228 | -3.93% | Q1 2026 | May 05, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 29,240 | 903 | 0.0% | 0.0% | 50 | -8,139 | -21.77% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 29,110 | 899 | 0.0% | 0.0% | 51 | -3,351 | -10.32% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 26,760 | 827 | 0.01% | 0.0% | 52 | +20,260 | 311.69% | Q1 2026 | May 06, 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP | History | Added to | 26,753 | 826 | 0.23% | 0.37% | 53 | +159 | 0.6% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | New | 26,449 | 817 | 0.0% | — | 54 | +26,449 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 24,760 | 765 | 0.0% | 0.0% | 55 | -1,098 | -4.25% | Q1 2026 | May 05, 2026 |
| TD ASSET MANAGEMENT INC | History | New | 20,400 | 630 | 0.0% | — | 56 | +20,400 | New | Q1 2026 | May 11, 2026 |
| SECTORAL ASSET MANAGEMENT INC | History | Reduced | 19,059 | 628 | 0.52% | 0.71% | 57 | -23,196 | -54.9% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 18,873 | 583 | 0.04% | 0.11% | 58 | -44,403 | -70.17% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 16,934 | 523 | 0.0% | — | 59 | +16,934 | New | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Reduced | 15,286 | 472 | 0.0% | 0.0% | 60 | -83 | -0.54% | Q1 2026 | May 08, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 14,027 | 433 | 0.0% | 0.0% | 61 | -169 | -1.19% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 13,929 | 430 | 0.0% | — | 62 | +13,929 | New | Q1 2026 | May 15, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 13,799 | 426 | 0.12% | 0.08% | 63 | +337 | 2.5% | Q1 2026 | May 14, 2026 |
| ADAR1 Capital Management, LLC | History | Reduced | 13,001 | 401 | 0.02% | 0.05% | 64 | -17,006 | -56.67% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 12,534 | 387 | 0.0% | — | 65 | +12,534 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | New | 12,446 | 384 | 0.0% | — | 66 | +12,446 | New | Q1 2026 | May 12, 2026 |
| AlphaQuest LLC | History | No change | 18,187 | 379 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Nuveen, LLC | History | Reduced | 12,033 | 371 | 0.0% | 0.0% | 68 | -2,271 | -15.88% | Q1 2026 | Apr 30, 2026 |
| XTX Topco Ltd | History | New | 11,621 | 359 | 0.01% | — | 69 | +11,621 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 11,466 | 354 | 0.0% | 0.0% | 70 | +2,241 | 24.29% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 10,077 | 311 | 0.0% | 0.0% | 71 | +2 | 0.02% | Q1 2026 | May 07, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 9,345 | 288 | 0.0% | 0.0% | 72 | +1,756 | 23.14% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | New | 7,675 | 237 | 0.0% | — | 73 | +7,675 | New | Q1 2026 | May 12, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 6,849 | 211 | 0.21% | 0.13% | 75 | +373 | 5.76% | Q1 2026 | May 07, 2026 |
| Clarius Group, LLC | History | No change | 10,130 | 211 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BARCLAYS PLC | History | Reduced | 6,706 | 207 | 0.0% | 0.0% | 76 | -15,737 | -70.12% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,724 | 207 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 6,332 | 195 | 0.01% | 0.01% | 78 | +282 | 4.66% | Q1 2026 | Apr 27, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,215 | 161 | 0.0% | 0.0% | 79 | +136 | 2.68% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 5,000 | 154 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 4,600 | 142 | 0.0% | 0.0% | 81 | -400 | -8.0% | Q1 2026 | May 06, 2026 |
| Vanguard Global Advisers, LLC | History | New | 3,964 | 122 | 0.0% | — | 82 | +3,964 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,816 | 87 | 0.0% | 0.0% | 83 | -3 | -0.11% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,638 | 81 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Added to | 1,829 | 56 | 0.0% | 0.0% | 85 | +1,363 | 292.49% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,351 | 41 | 0.0% | 0.0% | 86 | -7,791 | -85.22% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 1,136 | 35 | 0.0% | — | 87 | +1,099 | 2970.27% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 1,147 | 35 | 0.0% | 0.0% | 88 | +114 | 11.04% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,122 | 34 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 979 | 30 | 0.0% | 0.0% | 91 | +70 | 7.7% | Q1 2026 | May 04, 2026 |
| Legal & General Group Plc | History | Reduced | 1,000 | 30 | 0.0% | 0.0% | 90 | -50 | -4.76% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 914 | 28 | 0.0% | 0.0% | 92 | +162 | 21.54% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 851 | 26 | 0.0% | 0.0% | 93 | -78 | -8.4% | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 595 | 18 | 0.0% | 0.0% | 94 | -81 | -11.98% | Q1 2026 | May 15, 2026 |
| HighMark Wealth Management LLC | History | No change | 587 | 18 | 0.01% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 500 | 15 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 415 | 12 | 0.0% | 0.0% | 97 | +48 | 13.08% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | New | 370 | 11 | 0.0% | — | 99 | +370 | New | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 382 | 11 | 0.0% | 0.0% | 98 | +209 | 120.81% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 330 | 10 | 0.0% | — | 100 | +301 | 1037.93% | Q1 2026 | Apr 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 313 | 9 | 0.0% | 0.0% | 101 | -224 | -41.71% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 102 | 3 | 0.0% | 0.0% | 102 | -271 | -72.65% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | Added to | 65 | 2 | 0.0% | 0.0% | 103 | +3 | 4.84% | Q1 2026 | May 14, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | New | 50 | 1 | 0.0% | — | 104 | +50 | New | Q1 2026 | May 07, 2026 |
| Essential Partners LLC | History | New | 37 | 1 | 0.0% | — | 105 | +37 | New | Q1 2026 | May 21, 2026 |
| Pale Fire Capital SE | History | Closed out | 0 | 0 | — | 0.37% | — | -261,026 | -100.0% | Q1 2026 | May 14, 2026 |
| PERCEPTIVE ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -250,000 | -100.0% | Q1 2026 | May 29, 2026 |
| DIADEMA PARTNERS LP | History | Closed out | 0 | 0 | — | 0.36% | — | -100,600 | -100.0% | Q1 2026 | May 15, 2026 |
| Knott David M Jr | History | Closed out | 0 | 0 | — | 0.71% | — | -74,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,109 | -100.0% | Q1 2026 | May 15, 2026 |
| BIT Capital GmbH | History | Closed out | 0 | 0 | — | 0.02% | — | -30,000 | -100.0% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,262 | -100.0% | Q1 2026 | May 15, 2026 |
| Palumbo Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -13,046 | -100.0% | Q1 2026 | May 12, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -12,501 | -100.0% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,014 | -100.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,410 | -100.0% | Q1 2026 | May 08, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -6,300 | -100.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -541 | -100.0% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -521 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -345 | -100.0% | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 3 | 0 | — | 0.0% | — | -161 | -98.17% | Q1 2026 | May 15, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | May 13, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 26 | 0 | — | — | — | +26 | New | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 19 | 0 | — | — | — | +17 | 850.0% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 24, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 8 | 0 | — | — | — | +3 | 60.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Caldwell Trust Co | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |