Tyra Biosciences, Inc. - TYRA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 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
RA CAPITAL MANAGEMENT, L.P. History No change 12,198,625 389,624 3.39% 3.39% 1 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 8,920,513 284,921 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 4,352,448 139,161 0.06% 0.06% 3 0 0.0% Q2 2026 Aug 14, 2026
Alta Partners Management Company, L.P. History No change 3,823,425 122,120 95.92% 95.92% 4 0 0.0% Q2 2026 Jul 22, 2026
Nextech Invest Ltd. History No change 3,553,585 113,501 5.39% 5.39% 5 0 0.0% Q2 2026 Aug 14, 2026
TCG Crossover Management, LLC History No change 3,248,980 103,772 2.49% 2.49% 6 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 3,031,972 96,841 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 2,782,567 88,876 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 2,140,368 68,363 0.0% 0.0% 9 0 0.0% Q2 2026 Sep 22, 2026
Commodore Capital LP History No change 1,875,000 59,887 3.57% 3.57% 10 0 0.0% Q2 2026 Aug 14, 2026
Paradigm Biocapital Advisors LP History No change 1,828,607 58,405 1.09% 1.09% 11 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,508,447 48,179 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 13, 2026
BVF INC/IL History No change 1,476,196 47,149 1.21% 1.21% 13 0 0.0% Q2 2026 Aug 14, 2026
5AM Venture Management, LLC History No change 1,029,298 32,875 11.42% 11.42% 14 0 0.0% Q2 2026 Aug 14, 2026
DEERFIELD MANAGEMENT COMPANY, L.P. History No change 1,017,000 32,482 0.34% 0.34% 15 0 0.0% Q2 2026 Aug 14, 2026
Hood River Capital Management LLC History No change 1,016,775 32,475 0.24% 0.24% 16 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 970,734 31,010 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 12, 2026
Caligan Partners LP History No change 806,986 25,775 1.21% 1.21% 18 0 0.0% Q2 2026 Aug 14, 2026
Siren, L.L.C. History No change 725,000 23,156 0.47% 0.47% 19 0 0.0% Q2 2026 Aug 13, 2026
Sio Capital Management, LLC History No change 695,315 22,208 3.68% 3.68% 20 0 0.0% Q2 2026 Aug 14, 2026
STEMPOINT CAPITAL LP History No change 632,754 20,210 3.48% 3.48% 21 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 583,133 18,625 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 13, 2026
Canaan Partners XI LLC History No change 750,000 16,402 24.51% 18.82% 23 0 0.0% Q3 2026 Oct 23, 2026
GOLDMAN SACHS GROUP INC History No change 463,477 14,803 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
JENNISON ASSOCIATES LLC History No change 450,964 14,403 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 03, 2026
TWO SIGMA INVESTMENTS, LP History No change 449,808 14,366 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 403,019 12,872 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
Defilade Capital Management, L.P. History No change 376,870 12,037 1.61% 1.61% 28 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 349,732 11,170 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 347,898 11,111 0.04% 0.04% 30 0 0.0% Q2 2026 Aug 03, 2026
Woodline Partners LP History No change 320,040 10,222 0.03% 0.03% 31 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 310,084 9,904 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 300,322 9,592 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 299,500 9,566 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 278,307 8,889 0.0% 0.0% 35 0 0.0% Q2 2026 Sep 02, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 267,699 8,550 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 266,934 8,525 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 240,227 7,672 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
ALGERT GLOBAL LLC History No change 239,120 7,637 0.09% 0.09% 39 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 328,962 7,194 0.0% 0.0% 40 +111,884 51.54% Q3 2026 Nov 04, 2026
VANGUARD FIDUCIARY TRUST CO History No change 224,805 7,180 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 202,672 6,473 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
Affinity Asset Advisors, LLC History No change 200,012 6,388 0.29% 0.29% 43 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 192,340 6,143 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 13, 2026
HighVista Strategies LLC History No change 184,774 5,901 1.35% 1.35% 45 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 180,881 5,777 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 178,263 5,743 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 173,559 5,543 0.07% 0.07% 48 0 0.0% Q2 2026 Aug 14, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 162,000 5,174 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 157,000 5,014 0.04% 0.04% 50 0 0.0% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 152,585 4,873 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 07, 2026
Ensign Peak Advisors, Inc History No change 146,537 4,680 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 133,975 4,279 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 132,740 4,239 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 129,945 4,150 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 123,420 3,942 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 12, 2026
LORD, ABBETT & CO. LLC History No change 121,833 3,891 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 102,703 3,280 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 06, 2026
ORBIMED ADVISORS LLC History No change 102,000 3,257 0.06% 0.06% 59 0 0.0% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 89,205 2,849 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 81,320 2,597 0.03% 0.03% 61 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 78,829 2,517 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 11, 2026
Kalehua Capital Management LLC History No change 74,465 2,378 1.7% 1.7% 63 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Added to 103,901 2,272 0.0% 0.0% 64 +181 0.17% Q3 2026 Nov 05, 2026
SEI INVESTMENTS CO History No change 66,607 2,127 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 63,805 2,037 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 60,230 1,923 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 04, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 59,601 1,903 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 48,420 1,854 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History Reduced 82,072 1,794 0.02% 0.03% 70 -1,711 -2.04% Q3 2026 Oct 26, 2026
ALPS ADVISORS INC History Added to 79,051 1,728 0.01% 0.01% 71 +18,892 31.4% Q3 2026 Nov 02, 2026
RHUMBLINE ADVISERS History No change 52,039 1,662 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 11, 2026
TD ASSET MANAGEMENT INC History No change 50,000 1,597 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 04, 2026
Arkadios Wealth Advisors History No change 49,336 1,575 0.02% 0.02% 74 0 0.0% Q2 2026 Aug 10, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 46,697 1,491 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 45,000 1,437 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
Susquehanna Portfolio Strategies, LLC History No change 44,878 1,433 0.02% 0.02% 77 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 44,700 1,427 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 44,327 1,415 0.0% 0.0% 79 0 0.0% Q2 2026 Sep 09, 2026
ExodusPoint Capital Management, LP History No change 41,026 1,310 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 14, 2026
Rafferty Asset Management, LLC History No change 38,702 1,236 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 36,935 1,179 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 07, 2026
Verdad Advisers, LP History No change 36,003 1,149 1.1% 1.1% 83 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 33,561 1,071 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
Sofinnova Investments, Inc. History No change 32,267 1,030 0.05% 0.05% 85 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 31,958 1,020 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 29,853 953 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 29,519 942 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 29,444 940 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 07, 2026
PDT Partners, LLC History No change 25,684 820 0.04% 0.04% 90 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 24,893 795 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 24,544 783 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 24, 2026
MetLife Investment Management, LLC History No change 21,723 693 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 21,364 683 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History Added to 31,000 677 0.0% 0.0% 95 +8,900 40.27% Q3 2026 Oct 30, 2026
LMR Partners LLP History No change 21,151 675 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 20,282 647 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 12, 2026
D. E. Shaw & Co., Inc. History No change 20,189 644 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 20,154 643 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 13, 2026
Elmind Capital, LP History No change 20,000 638 0.16% 0.16% 100 0 0.0% Q2 2026 Aug 14, 2026
TEMA ETFS LLC History Reduced 28,974 633 0.02% 0.03% 101 -545 -1.85% Q3 2026 Oct 16, 2026
CITIGROUP INC History Reduced 27,349 598 0.0% 0.0% 102 -34,930 -56.09% Q3 2026 Nov 04, 2026
Legal & General Group Plc History No change 18,017 575 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 17,688 564 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 16,920 540 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
WINTON GROUP Ltd History No change 16,800 536 0.02% 0.02% 106 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History Added to 23,085 504 0.0% 0.0% 107 +1,282 5.88% Q3 2026 Nov 02, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 15,479 494 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 13, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 14,450 461 0.08% 0.08% 109 0 0.0% Q2 2026 Aug 04, 2026
Auour Investments LLC History No change 21,020 459 0.13% 0.19% 110 0 0.0% Q3 2026 Oct 28, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 12,923 412 0.0% 0.0% 111 0 0.0% Q2 2026 Jul 29, 2026
PROFUND ADVISORS LLC History Reduced 17,710 387 0.01% 0.02% 113 -1,878 -9.59% Q3 2026 Oct 28, 2026
Virtus Investment Advisers, LLC History No change 12,123 387 0.09% 0.09% 112 0 0.0% Q2 2026 Aug 11, 2026
Y-Intercept (Hong Kong) Ltd History New 17,056 373 0.01% — 114 +17,056 New Q3 2026 Oct 16, 2026
Police & Firemen's Retirement System of New Jersey History No change 10,850 346 0.0% 0.0% 115 0 0.0% Q2 2026 Jul 23, 2026
BAKER BROS. ADVISORS LP History No change 10,607 338 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 10,459 334 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 14, 2026
Cinctive Capital Management LP History No change 10,184 325 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 14, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 10,051 321 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 17, 2026
Jain Global LLC History No change 8,605 274 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 8,523 272 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 11, 2026
Savant Capital, LLC History No change 7,141 251 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 10, 2026
China Universal Asset Management Co., Ltd. History Added to 10,889 239 0.01% 0.02% 123 +1,424 15.04% Q3 2026 Oct 27, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 7,422 237 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 7,419 236 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Investments Australia, Ltd. History No change 7,349 234 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 7,200 229 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 5,100 162 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Investment Partners, Inc. History No change 3,339 106 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 2,930 93 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 11, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 2,906 92 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 3,050 66 0.0% 0.0% 132 +390 14.66% Q3 2026 Oct 28, 2026
Caitong International Asset Management Co., Ltd History Added to 2,475 54 0.01% 0.01% 133 +557 29.04% Q3 2026 Oct 29, 2026
Hilton Head Capital Partners, LLC History No change 2,024 44 0.02% 0.03% 134 0 0.0% Q3 2026 Oct 23, 2026
Steward Partners Investment Advisory, LLC History No change 1,227 39 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 1,190 38 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 1,701 37 0.0% 0.0% 137 +570 50.4% Q3 2026 Oct 26, 2026
ROYAL BANK OF CANADA History No change 1,126 36 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
Chung Wu Investment Group, LLC History Reduced 1,600 34 0.02% 0.04% 139 -400 -20.0% Q3 2026 Nov 03, 2026
Sterling Capital Management LLC History Added to 1,217 26 0.0% 0.0% 140 +1,088 843.41% Q3 2026 Oct 22, 2026
Pacer Advisors, Inc. History No change 646 21 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 829 18 0.0% 0.0% 142 +58 7.52% Q3 2026 Oct 20, 2026
Versant Capital Management, Inc History No change 819 17 0.0% 0.0% 143 0 0.0% Q3 2026 Oct 01, 2026
Rockefeller Capital Management L.P. History No change 421 13 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
FEDERATED HERMES, INC. History No change 369 11 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History Reduced 452 9 0.0% 0.0% 146 -53 -10.5% Q3 2026 Oct 08, 2026
Larson Financial Group LLC History Added to 364 7 0.0% 0.0% 147 +214 142.67% Q3 2026 Nov 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 208 6 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 07, 2026
Provenance Wealth Advisors, LLC History New 223 4 0.0% — 150 +223 New Q3 2026 Oct 30, 2026
Smartleaf Asset Management LLC History No change 127 4 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 12, 2026
True Wealth Design, LLC History Added to 144 3 0.0% 0.0% 154 +2 1.41% Q3 2026 Oct 13, 2026
Atlantic Union Bankshares Corp History No change 100 3 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 100 3 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 11, 2026
Optiver Holding B.V. History No change 98 3 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 87 2 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History New 59 1 0.0% — 159 +59 New Q3 2026 Nov 05, 2026
Farther Finance Advisors, LLC History Added to 75 1 0.0% 0.0% 158 +15 25.0% Q3 2026 Oct 08, 2026
EverSource Wealth Advisors, LLC History Added to 47 1 0.0% 0.0% 157 +3 6.82% Q3 2026 Nov 04, 2026
ROTHSCHILD INVESTMENT LLC History No change 55 1 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 06, 2026
State of New Jersey Common Pension Fund D History Closed out 0 0 — 0.0% — -7,213 -100.0% Q3 2026 Nov 05, 2026
ProShare Advisors LLC History Closed out 0 0 — 0.0% — -6,765 -100.0% Q3 2026 Oct 28, 2026
State of Wyoming History Reduced 7 0 — 0.01% — -2,382 -99.71% Q3 2026 Oct 28, 2026
Hughes Financial Services, LLC History New 19 0 — — — +19 New Q3 2026 Oct 30, 2026
Fortitude Family Office, LLC History Closed out 0 0 — — — -17 -100.0% Q3 2026 Oct 14, 2026
SJS Investment Consulting Inc. History New 12 0 — — — +12 New Q3 2026 Oct 26, 2026
Covestor Ltd History Reduced 9 0 — 0.0% — -7 -43.75% Q3 2026 Oct 30, 2026
Ascentis Wealth Management, LLC History New 2 0 — — — +2 New Q3 2026 Nov 03, 2026
SBI Securities Co., Ltd. History Reduced 1 0 — — — -1 -50.0% Q3 2026 Oct 21, 2026
Silver Grove Financial Group, Inc. History Closed out 0 0 — — — -1 -100.0% Q3 2026 Nov 05, 2026
Clearstead Advisors, LLC History No change 29 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
NATIONAL BANK OF CANADA /FI/ History No change 15 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History No change 43 0 — 0.0% — 0 0.0% Q3 2026 Oct 23, 2026
Global Retirement Partners, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
TFC Financial Management, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
Quarry LP History No change 12 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026