Tilray Brands, Inc. - TLRY

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
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 9,239,532 59,779 0.01% 0.02% 1 -6,614,533 -41.72% Q1 2026 May 15, 2026
Tidal Investments LLC History Added to 2,563,689 16,587 0.03% 0.05% 2 +243,773 10.51% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 1,621,988 10,494 0.0% 0.0% 3 -1,412,421 -46.55% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 655,845 4,243 0.0% 0.0% 4 -24,071 -3.54% Q1 2026 May 12, 2026
UBS Group AG History Reduced 653,001 4,224 0.0% 0.0% 5 -125,592 -16.13% Q1 2026 May 05, 2026
MORGAN STANLEY History Added to 641,025 4,147 0.0% 0.0% 6 +356,261 125.11% Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 436,921 3,945 0.0% 0.0% 7 0 0.0% Q4 2025 Jan 29, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 486,820 3,149 0.0% 0.0% 8 +146,127 42.89% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 447,588 2,895 0.0% 0.0% 9 +331,375 285.14% Q1 2026 May 15, 2026
BlackRock, Inc. History Reduced 422,898 2,736 0.0% 0.0% 10 -70,231 -14.24% Q1 2026 May 13, 2026
Walleye Trading LLC History Added to 400,200 2,589 0.0% 0.0% 11 +202,800 102.74% Q1 2026 May 08, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 348,928 2,257 0.0% 12 +348,928 New Q1 2026 May 08, 2026
STATE STREET CORP History Reduced 248,000 1,604 0.0% 0.0% 13 -32,721 -11.66% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Added to 237,771 1,536 0.0% 0.0% 14 +99,311 71.73% Q1 2026 May 15, 2026
Swiss National Bank History Added to 230,503 1,491 0.0% 0.0% 15 +9,100 4.11% Q1 2026 May 07, 2026
SIG North Trading, ULC History Added to 229,717 1,486 0.03% 0.03% 16 +74,670 48.16% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 196,335 1,270 0.0% 0.0% 17 -11,235 -5.41% Q1 2026 May 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 184,843 1,195 0.0% 0.0% 18 -1,803 -0.97% Q1 2026 May 15, 2026
Headlands Technologies LLC History Added to 175,060 1,132 0.13% 0.09% 19 +50,066 40.05% Q1 2026 May 13, 2026
Parallax Volatility Advisers, L.P. History Reduced 150,000 1,033 0.0% 0.02% 20 -1,105,500 -88.05% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 158,932 1,028 0.0% 0.0% 21 -150,958 -48.71% Q1 2026 May 15, 2026
Walleye Capital LLC History Added to 114,300 739 0.0% 0.0% 22 +5,985 5.53% Q1 2026 May 13, 2026
Cresset Asset Management, LLC History Reduced 112,723 729 0.0% 0.0% 23 -4,535 -3.87% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Reduced 110,800 716 0.0% 0.0% 24 -324 -0.29% Q1 2026 May 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 101,815 658 0.0% 0.0% 25 -270 -0.26% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 101,104 654 0.0% 0.0% 26 0 0.0% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 87,803 568 0.0% 0.0% 27 +39,801 82.92% Q1 2026 May 07, 2026
Westend Capital Management, LLC History Added to 86,830 561 0.17% 0.21% 28 +5,330 6.54% Q1 2026 Apr 14, 2026
Cetera Investment Advisers History Reduced 79,784 516 0.0% 0.0% 29 -4,233 -5.04% Q1 2026 May 13, 2026
Altshuler Shaham Ltd History Reduced 78,533 508 0.01% 0.01% 30 -16,422 -17.29% Q1 2026 May 18, 2026
Legal & General Group Plc History Reduced 73,520 475 0.0% 0.0% 31 -5,863 -7.39% Q1 2026 May 08, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 71,228 460 0.0% 32 +71,228 New Q1 2026 May 08, 2026
AdvisorShares Investments LLC History Reduced 63,763 412 0.08% 0.1% 33 -5,466 -7.9% Q1 2026 Apr 28, 2026
Tradewinds Capital Management, LLC History Reduced 60,387 390 0.08% 0.11% 34 -17 -0.03% Q1 2026 Apr 14, 2026
ALLSTATE CORP History New 56,727 367 0.0% 35 +56,727 New Q1 2026 May 11, 2026
OSAIC HOLDINGS, INC. History Added to 51,104 330 0.0% 0.0% 36 +6,289 14.03% Q1 2026 May 15, 2026
IEQ CAPITAL, LLC History New 49,552 320 0.0% 37 +49,552 New Q1 2026 May 14, 2026
Baader Bank Aktiengesellschaft History Added to 47,938 292 0.02% 0.03% 38 +7,226 17.75% Q1 2026 May 08, 2026
Invesco Ltd. History Added to 42,499 274 0.0% 0.0% 39 +1,180 2.86% Q1 2026 May 12, 2026
JANUS HENDERSON GROUP PLC History No change 41,939 271 0.0% 0.0% 40 0 0.0% Q1 2026 May 18, 2026
ExodusPoint Capital Management, LP History New 40,990 265 0.0% 41 +40,990 New Q1 2026 May 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 40,867 264 0.0% 0.0% 42 +1,015 2.55% Q1 2026 May 15, 2026
State of New Jersey Common Pension Fund D History Added to 39,817 257 0.0% 0.0% 43 +1,492 3.89% Q1 2026 May 05, 2026
LPL Financial LLC History Reduced 37,336 241 0.0% 0.0% 44 -9,508 -20.3% Q1 2026 May 06, 2026
Greenwich Wealth Management LLC History No change 35,370 229 0.01% 0.01% 45 0 0.0% Q1 2026 May 12, 2026
Arizona State Retirement System History Added to 32,001 207 0.0% 0.0% 46 +822 2.64% Q1 2026 May 01, 2026
WINTON GROUP Ltd History New 31,200 201 0.01% 47 +31,200 New Q1 2026 May 12, 2026
Swiss Life Asset Management Ltd History New 15,101 191 0.0% 48 +15,101 New Q1 2026 May 14, 2026
Belvedere Trading LLC History Reduced 35,132 189 0.0% 0.0% 50 -105,326 -74.99% Q1 2026 May 12, 2026
CWM, LLC History Added to 29,346 189 0.0% 0.0% 49 +23,320 386.99% Q1 2026 May 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 29,098 188 0.0% 51 +29,098 New Q1 2026 May 15, 2026
Vontobel Holding Ltd. History Added to 28,273 182 0.0% 0.0% 52 +6,360 29.02% Q1 2026 May 08, 2026
Engineers Gate Manager LP History Added to 27,151 175 0.0% 0.0% 53 +13,227 94.99% Q1 2026 May 15, 2026
Creative Planning History Added to 26,511 171 0.0% 0.0% 54 +11,144 72.52% Q1 2026 May 12, 2026
CAPTRUST FINANCIAL ADVISORS History New 26,292 170 0.0% 55 +26,292 New Q1 2026 May 14, 2026
Vanguard Investments Australia, Ltd. History New 25,841 167 0.0% 56 +25,841 New Q1 2026 May 08, 2026
SBI Securities Co., Ltd. History Reduced 25,785 166 0.0% 0.01% 58 -2,451 -8.68% Q1 2026 Apr 27, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 25,765 166 0.0% 0.0% 57 0 0.0% Q1 2026 May 15, 2026
Mariner, LLC History New 25,119 162 0.0% 59 +25,119 New Q1 2026 May 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 24,387 157 0.0% 0.0% 60 -45,800 -65.25% Q1 2026 May 11, 2026
Cambridge Investment Research Advisors, Inc. History Added to 23,334 151 0.0% 0.0% 61 +8,136 53.53% Q1 2026 Apr 30, 2026
Federation des caisses Desjardins du Quebec History Added to 21,197 135 0.0% 0.0% 62 +80 0.38% Q1 2026 May 13, 2026
BANK OF MONTREAL /CAN/ History Added to 20,761 134 0.0% 0.0% 63 +580 2.87% Q1 2026 May 13, 2026
State of Wyoming History Reduced 20,584 133 0.02% 0.04% 64 -19,308 -48.4% Q1 2026 May 13, 2026
Entropy Technologies, LP History New 19,070 123 0.01% 65 +19,070 New Q1 2026 May 14, 2026
Pictet Asset Management Holding SA History Added to 18,387 118 0.0% 0.0% 66 +5,145 38.85% Q1 2026 Apr 22, 2026
Cerity Partners LLC History New 17,847 115 0.0% 67 +17,847 New Q1 2026 May 15, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 12,144 104 0.0% 0.0% 68 +4,881 67.2% Q1 2026 May 14, 2026
Freestone Capital Holdings, LLC History Added to 16,212 104 0.0% 0.0% 69 +634 4.07% Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 15,524 100 0.0% 0.0% 70 +6,806 78.07% Q1 2026 May 07, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 14,947 96 0.0% 0.0% 71 -887 -5.6% Q1 2026 May 14, 2026
NORTHSTAR ASSET MANAGEMENT INC History No change 14,988 96 0.03% 0.03% 72 0 0.0% Q1 2026 May 13, 2026
Apollon Wealth Management, LLC History New 14,761 95 0.0% 73 +14,761 New Q1 2026 Apr 22, 2026
R Squared Ltd History New 14,543 94 0.05% 76 +14,543 New Q1 2026 Apr 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 14,470 94 0.0% 75 +14,470 New Q1 2026 Apr 08, 2026
CENTRAL VALLEY ADVISORS, LLC History Added to 14,605 94 0.03% 0.03% 74 +1,538 11.77% Q1 2026 Apr 09, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 14,078 91 0.0% 0.0% 77 +397 2.9% Q1 2026 Apr 27, 2026
BARCLAYS PLC History Added to 13,817 89 0.0% 0.0% 78 +10,147 276.49% Q1 2026 May 14, 2026
PFG Investments, LLC History Reduced 13,696 88 0.0% 0.01% 79 -380 -2.7% Q1 2026 Apr 27, 2026
Marathon Trading Investment Management LLC History Reduced 13,570 87 0.0% 0.0% 80 -300 -2.16% Q1 2026 May 14, 2026
CENTAURUS FINANCIAL, INC. History Reduced 12,820 83 0.0% 0.01% 81 -285 -2.17% Q1 2026 May 18, 2026
Corient Private Wealth LLC History Reduced 12,378 82 0.0% 0.0% 83 -2,134 -14.71% Q1 2026 May 15, 2026
Private Advisor Group, LLC History Reduced 12,691 82 0.0% 0.0% 82 -2,028 -13.78% Q1 2026 Apr 24, 2026
BLAIR WILLIAM & CO/IL History Reduced 12,648 81 0.0% 0.0% 84 -11,317 -47.22% Q1 2026 May 08, 2026
SIGNATUREFD, LLC History No change 10,160 65 0.0% 0.0% 85 0 0.0% Q1 2026 Apr 07, 2026
Madrona Financial Services, LLC History No change 10,000 64 0.01% 0.02% 86 0 0.0% Q1 2026 Apr 14, 2026
Leonteq Securities AG History Reduced 9,737 63 0.0% 0.11% 87 -396,951 -97.61% Q1 2026 Apr 27, 2026
DEUTSCHE BANK AG\ History Reduced 9,641 62 0.0% 0.0% 88 -248 -2.51% Q1 2026 May 06, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 9,344 60 0.0% 0.0% 89 0 0.0% Q1 2026 May 14, 2026
Essential Partners LLC History Added to 8,819 57 0.02% 90 +8,811 110137.5% Q1 2026 May 21, 2026
ROYAL BANK OF CANADA History Reduced 7,573 49 0.0% 0.0% 91 -10,895 -58.99% Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 7,569 48 0.0% 0.0% 92 -22,424 -74.76% Q1 2026 May 11, 2026
Advisory Services Network, LLC History New 6,157 39 0.0% 93 +6,157 New Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 6,021 38 0.0% 0.0% 94 -929 -13.37% Q1 2026 May 15, 2026
Signature Equity Partners, LLC History Reduced 5,918 38 0.02% 0.03% 95 -166 -2.73% Q1 2026 May 13, 2026
IFP Advisors, Inc History Reduced 5,513 35 0.0% 0.0% 96 -54,805 -90.86% Q1 2026 Apr 13, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History New 5,300 34 0.0% 97 +5,300 New Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Added to 4,069 26 0.0% 0.0% 98 +989 32.11% Q1 2026 May 08, 2026
Allworth Financial LP History Added to 3,952 25 0.0% 0.0% 100 +1,143 40.69% Q1 2026 May 14, 2026
TD Waterhouse Canada Inc. History Added to 4,136 25 0.0% 0.0% 101 +936 29.25% Q1 2026 May 12, 2026
KBC Group NV History No change 3,810 25 0.0% 0.0% 99 0 0.0% Q1 2026 May 07, 2026
JPMORGAN CHASE & CO History Added to 4,049 24 0.0% 102 +4,028 19180.95% Q1 2026 May 13, 2026
Hilton Head Capital Partners, LLC History Reduced 3,771 24 0.01% 0.02% 103 -418 -9.98% Q1 2026 Apr 20, 2026
PFS Partners, LLC History Added to 3,681 23 0.01% 0.01% 104 +1,350 57.92% Q1 2026 Apr 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,318 21 0.0% 0.0% 105 0 0.0% Q1 2026 May 08, 2026
RHUMBLINE ADVISERS History No change 3,305 21 0.0% 0.0% 106 0 0.0% Q1 2026 May 12, 2026
COMERICA BANK History No change 2,300 20 0.0% 0.0% 107 0 0.0% Q4 2025 Jan 29, 2026
Activest Wealth Management History No change 3,000 19 0.0% 0.01% 108 0 0.0% Q1 2026 Apr 15, 2026
BNP Paribas Asset Management Holding S.A. History Added to 2,223 14 0.0% 0.0% 109 +621 38.76% Q1 2026 May 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 1,914 12 0.0% 0.0% 110 +221 13.05% Q1 2026 May 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 1,762 10 0.0% 0.0% 111 -20 -1.12% Q1 2026 May 01, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 1,411 9 0.0% 112 +1,411 New Q1 2026 May 08, 2026
Tower Research Capital LLC (TRC) History Reduced 1,301 8 0.0% 0.0% 113 -12,387 -90.5% Q1 2026 May 15, 2026
Raiffeisen Bank International AG History No change 1,350 8 0.0% 0.0% 114 0 0.0% Q1 2026 Apr 24, 2026
BARRETT & COMPANY, INC. History No change 1,134 7 0.0% 0.0% 115 0 0.0% Q1 2026 May 04, 2026
Westside Investment Management, Inc. History No change 1,025 6 0.0% 0.0% 116 0 0.0% Q1 2026 May 04, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 977 6 0.0% 0.0% 117 0 0.0% Q1 2026 May 05, 2026
MTM Investment Management, LLC History No change 1,063 6 0.0% 0.0% 118 0 0.0% Q1 2026 May 06, 2026
Forum Finance Group S.A. History New 921 5 0.0% 123 +921 New Q1 2026 May 07, 2026
Abound Wealth Management History New 891 5 0.0% 122 +891 New Q1 2026 Apr 10, 2026
Larson Financial Group LLC History Added to 861 5 0.0% 120 +853 10662.5% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History Reduced 848 5 0.0% 0.0% 119 -2 -0.24% Q1 2026 Jun 02, 2026
HOEY INVESTMENTS, INC History No change 795 5 0.0% 0.0% 121 0 0.0% Q1 2026 Apr 28, 2026
Ascentis Independent Advisors History New 681 4 0.0% 129 +681 New Q1 2026 Apr 28, 2026
CNB Bank History New 663 4 0.0% 128 +663 New Q1 2026 May 06, 2026
Quent Capital, LLC History New 652 4 0.0% 130 +652 New Q1 2026 Apr 28, 2026
MAI Capital Management History Added to 623 4 0.0% 0.0% 125 +338 118.6% Q1 2026 May 15, 2026
FNY Investment Advisers, LLC History Added to 770 4 0.0% 0.0% 126 +20 2.67% Q1 2026 Apr 15, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 670 4 0.0% 0.0% 124 0 0.0% Q1 2026 May 11, 2026
HighMark Wealth Management LLC History No change 747 4 0.0% 0.0% 127 0 0.0% Q1 2026 May 05, 2026
HARBOUR INVESTMENTS, INC. History Added to 514 3 0.0% 0.0% 131 +96 22.97% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 579 3 0.0% 0.0% 133 +46 8.63% Q1 2026 May 12, 2026
TRUST CO OF VERMONT History No change 379 3 0.0% 0.0% 132 0 0.0% Q4 2025 Jan 16, 2026
Battery Global Advisors, LLC History No change 614 3 0.0% 0.0% 134 0 0.0% Q1 2026 May 14, 2026
Global Retirement Partners, LLC History No change 414 3 0.0% 0.0% 135 0 0.0% Q4 2025 Feb 06, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 500 3 0.01% 0.01% 136 0 0.0% Q1 2026 May 13, 2026
Rockefeller Capital Management L.P. History Reduced 313 2 0.0% 0.0% 140 -428 -57.76% Q1 2026 May 14, 2026
Optiver Holding B.V. History New 360 2 0.0% 144 +360 New Q1 2026 Jun 02, 2026
SALEM INVESTMENT COUNSELORS INC History New 331 2 0.0% 143 +331 New Q1 2026 Apr 29, 2026
Farther Finance Advisors, LLC History Reduced 468 2 0.0% 0.0% 142 -159 -25.36% Q1 2026 Apr 07, 2026
Sunbelt Securities, Inc. History Added to 326 2 0.0% 0.0% 139 +13 4.15% Q1 2026 May 15, 2026
AdvisorNet Financial, Inc History No change 358 2 0.0% 0.0% 137 0 0.0% Q1 2026 Apr 17, 2026
Hurley Capital, LLC History No change 460 2 0.0% 0.0% 138 0 0.0% Q1 2026 May 06, 2026
TSFG, LLC History No change 238 2 0.0% 0.0% 141 0 0.0% Q1 2026 Apr 27, 2026
Pacifica Partners Inc. History New 304 1 0.0% 154 +304 New Q1 2026 Apr 09, 2026
ROTHSCHILD INVESTMENT LLC History Added to 284 1 0.0% 145 +271 2084.62% Q1 2026 May 07, 2026
EverSource Wealth Advisors, LLC History Added to 156 1 0.0% 149 +154 7700.0% Q1 2026 May 15, 2026
CIBC Private Wealth Group LLC History No change 117 1 0.0% 0.0% 146 0 0.0% Q4 2025 Feb 12, 2026
McIlrath & Eck, LLC History No change 165 1 0.0% 0.0% 147 0 0.0% Q1 2026 May 19, 2026
BFSG, LLC History No change 200 1 0.0% 0.0% 148 0 0.0% Q1 2026 Apr 28, 2026
SageView Advisory Group, LLC History No change 203 1 0.0% 0.0% 150 0 0.0% Q4 2025 Feb 17, 2026
LRI Investments, LLC History No change 206 1 0.0% 0.0% 151 0 0.0% Q1 2026 Apr 30, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 252 1 0.0% 0.0% 152 0 0.0% Q1 2026 Apr 06, 2026
Basepoint Wealth LLC History No change 209 1 0.0% 0.0% 153 0 0.0% Q1 2026 May 07, 2026
Graham Capital Management, L.P. History Closed out 0 0 0.17% -764,940 -100.0% Q1 2026 May 15, 2026
Hillsdale Investment Management Inc. History Closed out 0 0 0.13% -536,000 -100.0% Q1 2026 May 04, 2026
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -183,575 -100.0% Q1 2026 May 13, 2026
BANK OF AMERICA CORP /DE/ History Closed out 0 0 0.0% -181,246 -100.0% Q1 2026 May 15, 2026
Daiwa Securities Group Inc. History Closed out 0 0 0.0% -151,400 -100.0% Q1 2026 May 13, 2026
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.01% -144,358 -100.0% Q1 2026 May 15, 2026
Polymer Capital Management (US) LLC History Closed out 0 0 0.11% -117,169 -100.0% Q1 2026 May 13, 2026
Squarepoint Ops LLC History Closed out 0 0 0.0% -100,255 -100.0% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -97,464 -100.0% Q1 2026 May 15, 2026
Virtu Financial LLC History Closed out 0 0 0.03% -94,646 -100.0% Q1 2026 May 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.0% -91,212 -100.0% Q1 2026 May 15, 2026
Concurrent Investment Advisors, LLC History Closed out 0 0 0.0% -25,178 -100.0% Q1 2026 Apr 20, 2026
SG Americas Securities, LLC History Closed out 0 0 0.0% -23,693 -100.0% Q1 2026 Apr 16, 2026
Alpine Global Management, LLC History Closed out 0 0 0.04% -18,749 -100.0% Q1 2026 May 15, 2026
Jump Financial, LLC History Closed out 0 0 0.0% -17,204 -100.0% Q1 2026 May 14, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.01% -11,784 -100.0% Q1 2026 May 08, 2026
CAPITAL ADVISORS INC/OK History Closed out 0 0 0.0% -10,005 -100.0% Q1 2026 Apr 27, 2026
Johnson Financial Group, Inc. History Closed out 0 0 0.0% -5,000 -100.0% Q1 2026 May 07, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -3,295 -100.0% Q1 2026 Apr 30, 2026
NOMURA ASSET MANAGEMENT CO LTD History Closed out 0 0 0.0% -3,000 -100.0% Q1 2026 May 11, 2026
Clearstead Advisors, LLC History Reduced 2 0 0.0% -2,000 -99.9% Q1 2026 May 06, 2026
Concord Wealth Partners History Closed out 0 0 0.0% -1,200 -100.0% Q1 2026 May 01, 2026
Glass Jacobson Investment Advisors llc History Closed out 0 0 0.0% -500 -100.0% Q1 2026 Apr 23, 2026
Colonial Trust Advisors History Closed out 0 0 0.0% -400 -100.0% Q1 2026 May 12, 2026
Strategic Advocates LLC History Closed out 0 0 0.0% -151 -100.0% Q1 2026 May 15, 2026
Scarborough Advisors, LLC History Closed out 0 0 0.0% -150 -100.0% Q1 2026 May 07, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -124 -100.0% Q1 2026 Apr 28, 2026
Leo H. Evart, Inc. History New 100 0 +100 New Q1 2026 May 13, 2026
Performa Ltd (US), LLC History Closed out 0 0 -100 -100.0% Q1 2026 May 06, 2026
Delos Wealth Advisors, LLC History Closed out 0 0 -100 -100.0% Q1 2026 May 14, 2026
Atlantic Edge Private Wealth Management, LLC History Closed out 0 0 -100 -100.0% Q1 2026 Apr 22, 2026
True Wealth Design, LLC History Added to 149 0 +99 198.0% Q1 2026 Apr 13, 2026
Root Financial Partners, LLC History New 95 0 +95 New Q1 2026 Apr 24, 2026
Merkkuri Wealth Advisors LLC History New 87 0 +87 New Q1 2026 Apr 21, 2026
DANSKE BANK A/S History Closed out 0 0 -79 -100.0% Q1 2026 May 12, 2026
CoreCap Advisors, LLC History Reduced 94 0 0.0% -66 -41.25% Q1 2026 Apr 07, 2026
Atlantic Union Bankshares Corp History Closed out 0 0 -64 -100.0% Q1 2026 May 12, 2026
Western Wealth Management, LLC History New 45 0 +45 New Q1 2026 May 19, 2026
Arax Advisory Partners History Reduced 107 0 0.0% -38 -26.21% Q1 2026 May 13, 2026
Cassaday & Co Wealth Management LLC History New 32 0 +32 New Q1 2026 May 07, 2026
MCGUIRE CAPITAL ADVISORS INC History Reduced 10 0 -27 -72.97% Q1 2026 May 14, 2026
SJS Investment Consulting Inc. History New 22 0 +22 New Q1 2026 Apr 23, 2026
Piscataqua Savings Bank History New 21 0 +21 New Q1 2026 Apr 10, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 -19 -100.0% Q1 2026 May 12, 2026
Sunrise Financial Services, LLC History Added to 26 0 +16 160.0% Q1 2026 Apr 29, 2026
NCP Inc. History Closed out 0 0 -14 -100.0% Q1 2026 May 08, 2026
Wilkerson Advisory Group LLC History New 12 0 +12 New Q1 2026 May 08, 2026
Bogart Wealth, LLC History Added to 124 0 0.0% +10 8.77% Q1 2026 Apr 28, 2026
GAMMA Investing LLC History Added to 29 0 +10 52.63% Q1 2026 Apr 06, 2026
Russell Investments Group, Ltd. History New 10 0 +10 New Q1 2026 May 08, 2026
Quaker Wealth Management, LLC History New 8 0 +8 New Q1 2026 Apr 10, 2026
Front Row Advisors LLC History Closed out 0 0 -8 -100.0% Q1 2026 May 19, 2026
ASSETMARK, INC History Closed out 0 0 -3 -100.0% Q1 2026 May 06, 2026
Napier Financial, LLC History New 2 0 +2 New Q1 2026 May 05, 2026
Ancora Advisors LLC History Reduced 3 0 -1 -25.0% Q1 2026 May 15, 2026
SHP Wealth Management History Reduced 136 0 0.0% -1 -0.73% Q1 2026 May 08, 2026
Navalign, LLC History Closed out 0 0 -1 -100.0% Q1 2026 Apr 29, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q1 2026 May 15, 2026
NBC SECURITIES, INC. History No change 50 0 0 0.0% Q1 2026 Apr 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 5 0 0 0.0% Q1 2026 Apr 13, 2026
ALBION FINANCIAL GROUP /UT History No change 30 0 0 0.0% Q1 2026 Apr 27, 2026
VISION FINANCIAL MARKETS LLC History No change 16 0 0 0.0% Q1 2026 Apr 24, 2026
Cheviot Value Management, LLC History No change 22 0 0 0.0% Q1 2026 May 12, 2026
Asset Dedication, LLC History No change 10 0 0 0.0% Q1 2026 May 29, 2026
SRH ADVISORS, LLC History No change 15 0 0 0.0% Q1 2026 Apr 29, 2026
Clean Yield Group History No change 30 0 0 0.0% Q1 2026 Apr 14, 2026
FINANCIAL CONSULATE, INC History No change 100 0 0 0.0% Q1 2026 Apr 21, 2026
Parallel Advisors, LLC History No change 25 0 0 0.0% Q1 2026 Jun 02, 2026
Strategic Wealth Partners, Ltd. History No change 48 0 0 0.0% Q1 2026 May 12, 2026
Pinnacle Wealth Planning Services, Inc. History No change 41 0 0 0.0% Q1 2026 May 11, 2026
Investors Research Corp History No change 28 0 0 0.0% Q1 2026 Apr 03, 2026
Sound Income Strategies, LLC History No change 103 0 0 0.0% Q1 2026 Apr 27, 2026
Vermillion Wealth Management, Inc. History No change 128 0 0.0% 0 0.0% Q1 2026 Apr 17, 2026
Prestige Wealth Management Group LLC History No change 10 0 0 0.0% Q1 2026 May 13, 2026
Golden State Wealth Management, LLC History No change 56 0 0 0.0% Q1 2026 Apr 28, 2026
Physician Wealth Advisors, Inc. History No change 65 0 0 0.0% Q1 2026 Apr 24, 2026
Game Plan Financial Advisors, LLC History No change 7 0 0 0.0% Q1 2026 Apr 23, 2026
Archer Investment Corp History No change 20 0 0 0.0% Q1 2026 May 04, 2026
Cornerstone Planning Group LLC History No change 1 0 0 0.0% Q1 2026 May 06, 2026
SOA Wealth Advisors, LLC. History No change 25 0 0 0.0% Q1 2026 May 20, 2026
NFSG Corp History No change 8 0 0 0.0% Q1 2026 May 05, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 7 0 0 0.0% Q1 2026 Apr 10, 2026
Quintet Private Bank (Europe) S.A. History No change 50 0 0 0.0% Q1 2026 Apr 22, 2026
ORG Partners LLC History No change 4 0 0 0.0% Q4 2025 Jan 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 111 0 0.0% 0 0.0% Q1 2026 May 06, 2026
Smartleaf Asset Management LLC History No change 2 0 0 0.0% Q1 2026 May 15, 2026
Caitlin John, LLC History No change 37 0 0 0.0% Q1 2026 May 13, 2026
Private Wealth Management Group, LLC History No change 5 0 0 0.0% Q1 2026 Apr 23, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 2 0 0 0.0% Q1 2026 May 01, 2026
Motiv8 Investments LLC History No change 13 0 0 0.0% Q4 2025 Feb 13, 2026
Murphy & Mullick Capital Management Corp History No change 58 0 0 0.0% Q1 2026 Apr 17, 2026
LOUISBOURG INVESTMENTS INC. History No change 1 0 0 0.0% Q1 2026 Apr 22, 2026
Kentucky Trust Co History No change 25 0 0 0.0% Q1 2026 Apr 17, 2026
Rossby Financial, LCC History No change 41 0 0 0.0% Q1 2026 May 11, 2026
Fourth Dimension Wealth, LLC History No change 8 0 0 0.0% Q1 2026 May 11, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 7 0 0 0.0% Q1 2026 May 13, 2026
AMERIFLEX GROUP, INC. History No change 39 0 0 0.0% Q1 2026 May 15, 2026
BIRCHBROOK, INC. History No change 34 0 0 0.0% Q1 2026 Apr 08, 2026
Aventura Private Wealth, LLC History No change 105 0 0 0.0% Q1 2026 May 05, 2026
Boreal Capital Management LLC History No change 100 0 0 0.0% Q1 2026 May 14, 2026
United Financial Planning Group LLC History No change 50 0 0 0.0% Q1 2026 May 08, 2026
ENTRUST FINANCIAL LLC History No change 51 0 0 0.0% Q1 2026 May 12, 2026
Advocate Investing Services LLC History No change 1 0 0 0.0% Q1 2026 Apr 22, 2026
Monetary Solutions, Ltd History No change 2 0 0 0.0% Q1 2026 May 01, 2026
Purpose Unlimited Inc. History No change 5 0 0 0.0% Q1 2026 May 15, 2026
Medallion Wealth Advisors, LLC History No change 37 0 0 0.0% Q1 2026 Apr 24, 2026