Tilray Brands, Inc. - TLRY

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 8,308,677 37,305 0.0% 0.01% 1 -930,855 -10.07% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Added to 2,545,557 11,429 0.0% 0.0% 2 +923,569 56.94% Q2 2026 Sep 02, 2026
Tidal Investments LLC History Reduced 2,498,656 11,218 0.02% 0.03% 3 -65,033 -2.54% Q2 2026 Aug 13, 2026
MORGAN STANLEY History Added to 995,145 4,468 0.0% 0.0% 4 +354,120 55.24% Q2 2026 Aug 13, 2026
Walleye Trading LLC History Added to 656,368 2,947 0.0% 0.0% 5 +256,168 64.01% Q2 2026 Aug 03, 2026
Point72 Asset Management, L.P. History New 648,506 2,911 0.0% 6 +648,506 New Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 646,762 2,903 0.0% 0.0% 7 +159,942 32.85% Q2 2026 Aug 14, 2026
Walleye Capital LLC History Added to 610,706 2,742 0.01% 0.0% 8 +496,406 434.3% Q2 2026 Aug 03, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 512,599 2,301 0.0% 0.0% 9 +65,011 14.52% Q2 2026 Aug 14, 2026
BlackRock, Inc. History Added to 461,656 2,072 0.0% 0.0% 10 +38,758 9.16% Q2 2026 Aug 07, 2026
UBS Group AG History Reduced 454,184 2,039 0.0% 0.0% 11 -198,817 -30.45% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History New 394,715 1,772 0.0% 12 +394,715 New Q2 2026 Aug 14, 2026
STATE STREET CORP History Added to 384,123 1,724 0.0% 0.0% 13 +136,123 54.89% Q2 2026 Aug 07, 2026
JANE STREET GROUP, LLC History Reduced 380,100 1,706 0.0% 0.0% 14 -275,745 -42.04% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Reduced 348,679 1,565 0.0% 0.0% 15 -249 -0.07% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History New 290,864 1,305 0.0% 16 +290,864 New Q2 2026 Aug 12, 2026
XTX Topco Ltd History New 245,120 1,100 0.01% 17 +245,120 New Q2 2026 Aug 14, 2026
SIG North Trading, ULC History Added to 239,737 1,076 0.02% 0.03% 18 +10,020 4.36% Q2 2026 Aug 14, 2026
Swiss National Bank History Added to 233,803 1,049 0.0% 0.0% 19 +3,300 1.43% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History Added to 208,274 935 0.0% 0.0% 20 +49,342 31.05% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 208,229 934 0.0% 0.0% 21 +11,894 6.06% Q2 2026 Aug 13, 2026
Headlands Technologies LLC History Reduced 160,665 721 0.08% 0.13% 22 -14,395 -8.22% Q2 2026 Aug 12, 2026
Parallax Volatility Advisers, L.P. History No change 150,000 673 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History Reduced 148,383 666 0.0% 0.0% 24 -89,388 -37.59% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 135,870 610 0.0% 0.0% 25 -48,973 -26.49% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 121,719 546 0.0% 0.0% 26 +20,615 20.39% Q2 2026 Aug 24, 2026
NORTHERN TRUST CORP History Reduced 110,665 496 0.0% 0.0% 27 -135 -0.12% Q2 2026 Aug 13, 2026
Lighthouse Investment Partners, LLC History New 97,279 436 0.01% 28 +97,279 New Q2 2026 Aug 14, 2026
Cetera Investment Advisers History Added to 93,895 421 0.0% 0.0% 29 +14,111 17.69% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 86,428 388 0.0% 0.0% 30 -15,387 -15.11% Q2 2026 Aug 12, 2026
Legal & General Group Plc History Added to 84,921 381 0.0% 0.0% 31 +11,401 15.51% Q2 2026 Aug 14, 2026
Virtu Financial LLC History New 80,525 362 0.01% 32 +80,525 New Q2 2026 Aug 13, 2026
AdvisorShares Investments LLC History Added to 76,263 342 0.04% 0.08% 33 +12,500 19.6% Q2 2026 Aug 11, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Added to 72,669 326 0.0% 0.0% 34 +1,441 2.02% Q2 2026 Aug 13, 2026
TORONTO DOMINION BANK History New 66,474 298 0.0% 35 +66,474 New Q2 2026 Aug 14, 2026
ALLSTATE CORP History Added to 65,636 294 0.0% 0.0% 36 +8,909 15.71% Q2 2026 Aug 13, 2026
FOX RUN MANAGEMENT, L.L.C. History New 63,112 283 0.05% 37 +63,112 New Q2 2026 Aug 04, 2026
Engineers Gate Manager LP History Added to 60,839 273 0.0% 0.0% 38 +33,688 124.08% Q2 2026 Aug 14, 2026
Tradewinds Capital Management, LLC History Reduced 60,386 271 0.05% 0.08% 40 -1 -0.0% Q2 2026 Jul 23, 2026
JANUS HENDERSON GROUP PLC History No change 41,939 271 0.0% 0.0% 39 0 0.0% Q1 2026 May 18, 2026
OSAIC HOLDINGS, INC. History Added to 59,167 265 0.0% 0.0% 41 +8,063 15.78% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 54,280 243 0.0% 0.0% 42 -33,523 -38.18% Q2 2026 Aug 11, 2026
Bridgefront Capital, LLC History New 50,574 227 0.06% 43 +50,574 New Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History New 42,832 192 0.0% 44 +42,832 New Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History Added to 42,022 189 0.0% 0.0% 45 +18,688 80.09% Q2 2026 Jul 27, 2026
CWM, LLC History No change 29,346 189 0.0% 0.0% 46 0 0.0% Q1 2026 May 14, 2026
Jupiter Topco LLC History New 41,939 188 0.0% 47 +41,939 New Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 41,413 185 0.0% 0.0% 48 +546 1.34% Q2 2026 Aug 14, 2026
BARCLAYS PLC History Added to 40,801 183 0.0% 0.0% 49 +26,984 195.3% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History New 40,233 182 0.0% 50 +40,233 New Q2 2026 Aug 14, 2026
Baader Bank Aktiengesellschaft History Reduced 40,000 179 0.01% 0.02% 51 -7,938 -16.56% Q2 2026 Jul 23, 2026
State of Wyoming History Added to 38,054 170 0.02% 0.02% 52 +17,470 84.87% Q2 2026 Aug 06, 2026
State of New Jersey Common Pension Fund D History Reduced 37,685 169 0.0% 0.0% 53 -2,132 -5.35% Q2 2026 Aug 04, 2026
Invesco Ltd. History Reduced 34,365 154 0.0% 0.0% 54 -8,134 -19.14% Q2 2026 Aug 14, 2026
LPL Financial LLC History Reduced 33,388 149 0.0% 0.0% 55 -3,948 -10.57% Q2 2026 Aug 07, 2026
IEQ CAPITAL, LLC History Reduced 32,409 145 0.0% 0.0% 56 -17,143 -34.6% Q2 2026 Aug 11, 2026
Arizona State Retirement System History Added to 32,159 144 0.0% 0.0% 57 +158 0.49% Q2 2026 Aug 07, 2026
MILLENNIUM MANAGEMENT LLC History New 31,200 140 0.0% 58 +31,200 New Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 30,993 139 0.0% 0.0% 59 +1,895 6.51% Q2 2026 Aug 19, 2026
BANK OF MONTREAL /CAN/ History Added to 30,955 138 0.0% 0.0% 60 +10,194 49.1% Q2 2026 Aug 12, 2026
CCG WEALTH MANAGEMENT, LLC History New 29,862 134 0.03% 61 +29,862 New Q2 2026 Aug 07, 2026
Amundi History New 29,121 130 0.0% 62 +29,121 New Q2 2026 Aug 11, 2026
Belvedere Trading LLC History Reduced 34,441 128 0.0% 0.0% 63 -691 -1.97% Q2 2026 Jul 31, 2026
Vontobel Holding Ltd. History No change 28,273 126 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 03, 2026
R Squared Ltd History Added to 27,861 125 0.07% 0.05% 65 +13,318 91.58% Q2 2026 Aug 05, 2026
CITIGROUP INC History Added to 27,337 122 0.0% 0.0% 66 +19,768 261.17% Q2 2026 Aug 03, 2026
SG Americas Securities, LLC History New 27,057 121 0.0% 67 +27,057 New Q2 2026 Aug 07, 2026
WINTON GROUP Ltd History Reduced 26,600 119 0.0% 0.01% 68 -4,600 -14.74% Q2 2026 Aug 07, 2026
Vanguard Investments Australia, Ltd. History No change 25,841 116 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History Reduced 25,466 114 0.0% 0.0% 70 -319 -1.24% Q2 2026 Jul 22, 2026
Creative Planning History Reduced 23,815 106 0.0% 0.0% 71 -2,696 -10.17% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 22,927 102 0.0% 0.0% 72 -3,365 -12.8% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Trust & Banking Corp History New 22,687 101 0.0% 73 +22,687 New Q2 2026 Aug 06, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 22,127 99 0.0% 0.0% 74 -3,638 -14.12% Q2 2026 Aug 11, 2026
Mariner, LLC History Reduced 22,081 99 0.0% 0.0% 75 -3,038 -12.09% Q2 2026 Aug 13, 2026
Leonteq Securities AG History Added to 20,317 91 0.0% 0.0% 76 +10,580 108.66% Q2 2026 Jul 27, 2026
Apollon Wealth Management, LLC History Added to 19,538 87 0.0% 0.0% 77 +4,777 32.36% Q2 2026 Jul 22, 2026
WELLS FARGO & COMPANY/MN History Reduced 19,127 85 0.0% 0.0% 78 -5,260 -21.57% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History Added to 18,701 84 0.0% 0.0% 79 +11,128 146.94% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History Reduced 18,551 83 0.0% 0.0% 80 -2,646 -12.48% Q2 2026 Aug 13, 2026
Pictet Asset Management Holding SA History No change 18,387 82 0.0% 0.0% 81 0 0.0% Q2 2026 Jul 30, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 13,618 81 0.0% 0.0% 82 +1,474 12.14% Q2 2026 Aug 10, 2026
IMC-Chicago, LLC History New 18,004 80 0.0% 83 +18,004 New Q2 2026 Aug 06, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History New 16,800 75 0.0% 84 +16,800 New Q2 2026 Aug 25, 2026
Cerity Partners LLC History Reduced 16,377 73 0.0% 0.0% 85 -1,470 -8.24% Q2 2026 Aug 14, 2026
Freestone Capital Holdings, LLC History No change 16,212 72 0.0% 0.0% 86 0 0.0% Q2 2026 Jul 31, 2026
Tower Research Capital LLC (TRC) History Added to 15,637 70 0.0% 0.0% 87 +14,336 1101.92% Q2 2026 Aug 11, 2026
Savant Capital, LLC History New 11,234 67 0.0% 90 +11,234 New Q2 2026 Aug 10, 2026
Private Advisor Group, LLC History Added to 15,076 67 0.0% 0.0% 89 +2,385 18.79% Q2 2026 Jul 27, 2026
NORTHSTAR ASSET MANAGEMENT INC History No change 14,988 67 0.02% 0.03% 88 0 0.0% Q2 2026 Jul 28, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 14,605 65 0.02% 0.03% 91 0 0.0% Q2 2026 Jul 21, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 14,466 64 0.0% 0.0% 92 +388 2.76% Q2 2026 Jul 29, 2026
Marathon Trading Investment Management LLC History Reduced 13,470 60 0.0% 0.0% 93 -100 -0.74% Q2 2026 Aug 12, 2026
CENTAURUS FINANCIAL, INC. History No change 12,820 58 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 17, 2026
Cresset Asset Management, LLC History Reduced 12,723 57 0.0% 0.0% 95 -100,000 -88.71% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History Reduced 12,647 56 0.0% 0.0% 96 -1 -0.01% Q2 2026 Aug 11, 2026
PFG Investments, LLC History Reduced 12,162 54 0.0% 0.0% 97 -1,534 -11.2% Q2 2026 Jul 23, 2026
Corient Private Wealth LP History Reduced 11,757 52 0.0% 0.0% 98 -621 -5.02% Q2 2026 Aug 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 11,436 50 0.0% 0.0% 99 -3,034 -20.97% Q2 2026 Jul 15, 2026
J. Safra Sarasin Holding AG History New 11,095 49 0.0% 100 +11,095 New Q2 2026 Jul 31, 2026
Arax Advisory Partners History Added to 10,249 46 0.0% 101 +10,142 9478.5% Q2 2026 Aug 10, 2026
CreativeOne Wealth, LLC History New 10,094 45 0.0% 103 +10,094 New Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 10,160 45 0.0% 0.0% 102 0 0.0% Q2 2026 Jul 23, 2026
DEUTSCHE BANK AG\ History Added to 9,800 44 0.0% 0.0% 104 +159 1.65% Q2 2026 Aug 07, 2026
Madrona Financial Services, LLC History Added to 10,002 44 0.01% 0.01% 105 +2 0.02% Q2 2026 Jul 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 9,344 42 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 7,932 36 0.0% 0.0% 107 +1,911 31.74% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History Added to 6,500 29 0.0% 0.0% 108 +987 17.9% Q2 2026 Jul 20, 2026
SUMMIT SECURITIES GROUP LLC History New 6,000 26 0.0% 109 +6,000 New Q2 2026 Aug 03, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Added to 5,301 23 0.0% 0.0% 110 +1 0.02% Q2 2026 Aug 14, 2026
Signature Equity Partners, LLC History Reduced 4,918 22 0.01% 0.02% 111 -1,000 -16.9% Q2 2026 Jul 30, 2026
PFS Partners, LLC History Added to 4,681 21 0.01% 0.01% 112 +1,000 27.17% Q2 2026 Jul 20, 2026
TD Waterhouse Canada Inc. History Added to 4,339 19 0.0% 0.0% 113 +203 4.91% Q2 2026 Jul 27, 2026
Steward Partners Investment Advisory, LLC History Added to 4,166 18 0.0% 0.0% 114 +97 2.38% Q2 2026 Aug 13, 2026
Hilton Head Capital Partners, LLC History Reduced 3,766 16 0.01% 0.01% 115 -5 -0.13% Q2 2026 Jul 27, 2026
PRIVATE TRUST CO NA History New 3,000 13 0.0% 118 +3,000 New Q2 2026 Jul 28, 2026
Allworth Financial LP History Reduced 3,107 13 0.0% 0.0% 117 -845 -21.38% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 3,098 13 0.0% 0.0% 116 -220 -6.63% Q2 2026 Aug 07, 2026
Ameritas Advisory Services, LLC History New 2,895 12 0.0% 119 +2,895 New Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History Reduced 1,965 9 0.0% 0.0% 120 -2,084 -51.47% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 2,087 9 0.0% 0.0% 121 +173 9.04% Q2 2026 Aug 17, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 1,901 8 0.0% 0.0% 122 -322 -14.48% Q2 2026 Aug 12, 2026
Performa Ltd (US), LLC History New 1,600 7 0.0% 124 +1,600 New Q2 2026 Aug 03, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 1,737 7 0.0% 0.0% 123 -25 -1.42% Q2 2026 Jul 22, 2026
Essential Partners LLC History Reduced 1,432 6 0.0% 0.02% 126 -7,387 -83.76% Q2 2026 Aug 10, 2026
Raiffeisen Bank International AG History No change 1,350 6 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 03, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 1,126 5 0.0% 0.0% 127 -14,398 -92.75% Q2 2026 Aug 12, 2026
Concord Wealth Partners History New 1,200 5 0.0% 129 +1,200 New Q2 2026 Jul 27, 2026
Optiver Holding B.V. History Added to 1,182 5 0.0% 0.0% 128 +822 228.33% Q2 2026 Aug 12, 2026
MTM Investment Management, LLC History Reduced 910 4 0.0% 0.0% 132 -153 -14.39% Q2 2026 Aug 03, 2026
NewEdge Advisors, LLC History Added to 908 4 0.0% 0.0% 131 +60 7.08% Q2 2026 Aug 12, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 977 4 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 10, 2026
Rockefeller Capital Management L.P. History Added to 856 3 0.0% 0.0% 136 +543 173.48% Q2 2026 Aug 13, 2026
BARRETT & COMPANY, INC. History Reduced 883 3 0.0% 0.0% 134 -251 -22.13% Q2 2026 Jul 24, 2026
Westside Investment Management, Inc. History Reduced 865 3 0.0% 0.0% 135 -160 -15.61% Q2 2026 Jul 27, 2026
FNY Investment Advisers, LLC History Added to 885 3 0.0% 0.0% 137 +115 14.94% Q2 2026 Jul 08, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 670 3 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 10, 2026
HOEY INVESTMENTS, INC History No change 795 3 0.0% 0.0% 138 0 0.0% Q2 2026 Jul 27, 2026
HighMark Wealth Management LLC History No change 747 3 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 12, 2026
Forum Finance Group S.A. History No change 921 3 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
Nykredit A/S History New 647 2 0.0% 150 +647 New Q2 2026 Sep 08, 2026
Farther Finance Advisors, LLC History Added to 559 2 0.0% 0.0% 149 +91 19.44% Q2 2026 Jul 17, 2026
HARBOUR INVESTMENTS, INC. History No change 514 2 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 579 2 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
Battery Global Advisors, LLC History No change 614 2 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 12, 2026
Hurley Capital, LLC History No change 460 2 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 10, 2026
Sunbelt Securities, Inc. History No change 326 2 0.0% 0.0% 145 0 0.0% Q1 2026 May 15, 2026
CNB Bank History No change 663 2 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 06, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 500 2 0.0% 0.01% 147 0 0.0% Q2 2026 Aug 13, 2026
Quent Capital, LLC History No change 652 2 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 07, 2026
Spectrum Wealth Advisory Group, LLC History New 419 1 0.0% 164 +419 New Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History New 404 1 0.0% 163 +404 New Q2 2026 Aug 06, 2026
TRUST CO OF VERMONT History New 379 1 0.0% 161 +379 New Q2 2026 Aug 07, 2026
NISA INVESTMENT ADVISORS, LLC History New 376 1 0.0% 160 +376 New Q2 2026 Aug 10, 2026
Institute for Wealth Management, LLC. History New 364 1 0.0% 162 +364 New Q2 2026 Jul 28, 2026
True Wealth Design, LLC History Added to 426 1 0.0% 158 +277 185.91% Q2 2026 Jul 16, 2026
Quarry LP History New 248 1 0.0% 165 +248 New Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History Added to 266 1 0.0% 157 +234 731.25% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History Added to 352 1 0.0% 0.0% 154 +196 125.64% Q2 2026 Jul 24, 2026
AdvisorNet Financial, Inc History Reduced 287 1 0.0% 0.0% 152 -71 -19.83% Q2 2026 Jul 23, 2026
SALEM INVESTMENT COUNSELORS INC History No change 331 1 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 14, 2026
McIlrath & Eck, LLC History No change 165 1 0.0% 0.0% 153 0 0.0% Q1 2026 May 19, 2026
Pacifica Partners Inc. History No change 304 1 0.0% 0.0% 155 0 0.0% Q2 2026 Jul 13, 2026
TSFG, LLC History No change 238 1 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 23, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 252 1 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 15, 2026
Westend Capital Management, LLC History Closed out 0 0 0.17% -86,830 -100.0% Q2 2026 Aug 07, 2026
Altshuler Shaham Ltd History Closed out 0 0 0.01% -78,533 -100.0% Q2 2026 Aug 12, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.0% -40,990 -100.0% Q2 2026 Aug 14, 2026
Greenwich Wealth Management LLC History Closed out 0 0 0.01% -35,370 -100.0% Q2 2026 Aug 12, 2026
Entropy Technologies, LP History Closed out 0 0 0.01% -19,070 -100.0% Q2 2026 Aug 13, 2026
Swiss Life Asset Management Ltd History Closed out 0 0 0.0% -15,101 -100.0% Q2 2026 Jul 29, 2026
RAYMOND JAMES FINANCIAL INC History Closed out 0 0 0.0% -14,947 -100.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History Closed out 0 0 0.0% -6,157 -100.0% Q2 2026 Aug 12, 2026
KBC Group NV History Closed out 0 0 0.0% -3,810 -100.0% Q2 2026 Aug 05, 2026
RHUMBLINE ADVISERS History Reduced 14 0 0.0% -3,291 -99.58% Q2 2026 Aug 11, 2026
Activest Wealth Management History Closed out 0 0 0.0% -3,000 -100.0% Q2 2026 Jul 16, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -1,411 -100.0% Q2 2026 Aug 13, 2026
Abound Wealth Management History Closed out 0 0 0.0% -891 -100.0% Q2 2026 Jul 10, 2026
Larson Financial Group LLC History Reduced 40 0 0.0% -821 -95.35% Q2 2026 Aug 14, 2026
Ascentis Independent Advisors History Closed out 0 0 0.0% -681 -100.0% Q2 2026 Aug 04, 2026
MAI Capital Management History Closed out 0 0 0.0% -623 -100.0% Q2 2026 Aug 14, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History New 200 0 +200 New Q2 2026 Aug 07, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 157 0 0.0% -127 -44.72% Q2 2026 Aug 06, 2026
Sound Income Strategies, LLC History Closed out 0 0 -103 -100.0% Q2 2026 Jul 20, 2026
Boreal Capital Management LLC History Closed out 0 0 -100 -100.0% Q2 2026 Aug 13, 2026
Root Financial Partners, LLC History Closed out 0 0 -95 -100.0% Q2 2026 Jul 29, 2026
Merkkuri Wealth Advisors LLC History Closed out 0 0 -87 -100.0% Q2 2026 Jul 27, 2026
Vermillion Wealth Management, Inc. History Reduced 45 0 -83 -64.84% Q2 2026 Jul 15, 2026
Parallel Advisors, LLC History Added to 79 0 +54 216.0% Q2 2026 Aug 05, 2026
Rossby Financial, LCC History Closed out 0 0 -41 -100.0% Q2 2026 Aug 04, 2026
Golden State Wealth Management, LLC History Reduced 22 0 -34 -60.71% Q2 2026 Jul 22, 2026
SHP Wealth Management History Reduced 103 0 -33 -24.26% Q2 2026 Aug 11, 2026
GAMMA Investing LLC History Closed out 0 0 -29 -100.0% Q2 2026 Jul 07, 2026
Stone House Investment Management, LLC History New 26 0 +26 New Q2 2026 Aug 05, 2026
Planning Strategies Inc. History New 25 0 +25 New Q2 2026 Jul 27, 2026
SJS Investment Consulting Inc. History Added to 45 0 +23 104.55% Q2 2026 Jul 22, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History New 22 0 +22 New Q2 2026 Jul 09, 2026
COMPASS FINANCIAL MANAGEMENT LLC History New 20 0 +20 New Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History Added to 20 0 +18 900.0% Q2 2026 Aug 06, 2026
Sunrise Financial Services, LLC History Reduced 10 0 -16 -61.54% Q2 2026 Aug 12, 2026
Leo H. Evart, Inc. History Added to 115 0 +15 15.0% Q2 2026 Aug 17, 2026
Continuum Advisory, LLC History New 12 0 +12 New Q2 2026 Aug 06, 2026
Wilkerson Advisory Group LLC History Closed out 0 0 -12 -100.0% Q2 2026 Jul 21, 2026
Axiom Investment Management LLC History New 11 0 +11 New Q2 2026 Jul 30, 2026
Robinswood Financial LLC History Closed out 0 0 -10 -100.0% Q2 2026 Jul 14, 2026
CoreCap Advisors, LLC History Reduced 85 0 -9 -9.57% Q2 2026 Jul 06, 2026
Front Row Advisors LLC History New 8 0 +8 New Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History New 8 0 +8 New Q2 2026 Aug 13, 2026
WHITTIER TRUST CO OF NEVADA INC History New 4 0 +4 New Q2 2026 Jul 27, 2026
Markowski Investments History New 4 0 +4 New Q2 2026 Aug 13, 2026
LifeSteps Financial, Inc. History New 2 0 +2 New Q2 2026 Jul 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 4 0 -1 -20.0% Q2 2026 Jul 28, 2026
Russell Investments Group, Ltd. History Reduced 9 0 -1 -10.0% Q2 2026 Aug 06, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History New 1 0 +1 New Q2 2026 Sep 18, 2026
Key Capital Management, INC History New 1 0 +1 New Q2 2026 Jul 27, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q2 2026 Aug 13, 2026
LANARK FINANCIAL, INC. History No change 50 0 0 0.0% Q2 2026 Jul 21, 2026
ALBION FINANCIAL GROUP /UT History No change 30 0 0 0.0% Q2 2026 Jul 22, 2026
VISION FINANCIAL MARKETS LLC History No change 16 0 0 0.0% Q2 2026 Jul 24, 2026
Cheviot Value Management, LLC History No change 22 0 0 0.0% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History No change 3 0 0 0.0% Q2 2026 Aug 14, 2026
Asset Dedication, LLC History No change 10 0 0 0.0% Q2 2026 Jul 30, 2026
SRH ADVISORS, LLC History No change 15 0 0 0.0% Q2 2026 Jul 24, 2026
Clean Yield Group History No change 30 0 0 0.0% Q2 2026 Aug 05, 2026
FINANCIAL CONSULATE, INC History No change 100 0 0 0.0% Q2 2026 Jul 23, 2026
BFSG, LLC History No change 200 0 0.0% 0 0.0% Q2 2026 Jul 20, 2026
Bogart Wealth, LLC History No change 124 0 0 0.0% Q2 2026 Jul 24, 2026
Strategic Wealth Partners, Ltd. History No change 48 0 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History No change 41 0 0 0.0% Q2 2026 Aug 07, 2026
Investors Research Corp History No change 28 0 0 0.0% Q2 2026 Jul 10, 2026
Quaker Wealth Management, LLC History No change 8 0 0 0.0% Q2 2026 Jul 24, 2026
Prestige Wealth Management Group LLC History No change 10 0 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Advisors, Inc. History No change 65 0 0 0.0% Q2 2026 Jul 20, 2026
Game Plan Financial Advisors, LLC History No change 7 0 0 0.0% Q2 2026 Aug 07, 2026
Archer Investment Corp History No change 20 0 0 0.0% Q2 2026 Aug 03, 2026
Cornerstone Planning Group LLC History No change 1 0 0 0.0% Q2 2026 Jul 29, 2026
SOA Wealth Advisors, LLC. History No change 25 0 0 0.0% Q2 2026 Jul 21, 2026
Piscataqua Savings Bank History No change 21 0 0 0.0% Q2 2026 Jul 09, 2026
NFSG Corp History No change 8 0 0 0.0% Q2 2026 Aug 14, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 7 0 0 0.0% Q2 2026 Jul 13, 2026
Quintet Private Bank (Europe) S.A. History No change 50 0 0 0.0% Q2 2026 Jul 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 111 0 0 0.0% Q2 2026 Jul 24, 2026
Smartleaf Asset Management LLC History No change 2 0 0 0.0% Q2 2026 Aug 12, 2026
Caitlin John, LLC History No change 37 0 0 0.0% Q2 2026 Aug 17, 2026
Private Wealth Management Group, LLC History No change 5 0 0 0.0% Q2 2026 Jul 27, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 2 0 0 0.0% Q2 2026 Aug 05, 2026
LRI Investments, LLC History No change 206 0 0.0% 0 0.0% Q2 2026 Jul 14, 2026
Murphy & Mullick Capital Management Corp History No change 58 0 0 0.0% Q2 2026 Aug 14, 2026
LOUISBOURG INVESTMENTS INC. History No change 1 0 0 0.0% Q2 2026 Jul 22, 2026
Kentucky Trust Co History No change 25 0 0 0.0% Q2 2026 Jul 10, 2026
Fourth Dimension Wealth, LLC History No change 8 0 0 0.0% Q2 2026 Jul 31, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 7 0 0 0.0% Q2 2026 Aug 13, 2026
AMERIFLEX GROUP, INC. History No change 39 0 0 0.0% Q2 2026 Aug 13, 2026
BIRCHBROOK, INC. History No change 34 0 0 0.0% Q2 2026 Jul 08, 2026
Aventura Private Wealth, LLC History No change 105 0 0 0.0% Q2 2026 Jul 15, 2026
Napier Financial, LLC History No change 2 0 0 0.0% Q2 2026 Jul 31, 2026
Basepoint Wealth LLC History No change 209 0 0.0% 0 0.0% Q2 2026 Aug 10, 2026
United Financial Planning Group LLC History No change 50 0 0 0.0% Q2 2026 Aug 06, 2026
ENTRUST FINANCIAL LLC History No change 51 0 0 0.0% Q2 2026 Jul 20, 2026
Advocate Investing Services LLC History No change 1 0 0 0.0% Q2 2026 Jul 28, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 10 0 0 0.0% Q2 2026 Aug 14, 2026
Monetary Solutions, Ltd History No change 2 0 0 0.0% Q2 2026 Jul 23, 2026
Purpose Unlimited Inc. History No change 5 0 0 0.0% Q2 2026 Aug 13, 2026
Medallion Wealth Advisors, LLC History No change 37 0 0 0.0% Q2 2026 Aug 14, 2026