ZEVRA THERAPEUTICS, INC. - ZVRA

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
BlackRock, Inc. History Reduced 4,456,476 41,534 0.0% 0.0% 1 -50,575 -1.12% Q1 2026 May 13, 2026
Woodline Partners LP History Added to 3,450,943 32,162 0.12% 0.12% 2 +99 0.0% Q1 2026 May 15, 2026
FMR LLC History Added to 3,211,877 29,934 0.0% 0.0% 3 +818,384 34.19% Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 3,305,207 29,614 0.0% 0.0% 4 0 0.0% Q4 2025 Jan 29, 2026
Nantahala Capital Management, LLC History Added to 2,521,936 23,504 0.87% 0.52% 5 +750,000 42.33% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,469,328 23,014 0.0% 6 +2,469,328 New Q1 2026 May 15, 2026
Caption Management, LLC History Reduced 2,353,136 21,931 0.13% 0.17% 7 -488,576 -17.19% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 1,561,569 14,553 0.0% 0.0% 8 +78,613 5.3% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,371,857 12,789 0.0% 0.0% 9 +30,176 2.25% Q1 2026 May 15, 2026
AIGH Capital Management LLC History New 1,200,000 11,184 1.53% 10 +1,200,000 New Q1 2026 Apr 30, 2026
MORGAN STANLEY History Added to 1,192,262 11,111 0.0% 0.0% 11 +34,349 2.97% Q1 2026 May 15, 2026
Legal & General Group Plc History Added to 1,163,090 10,839 0.0% 0.0% 12 +65,102 5.93% Q1 2026 May 08, 2026
Point72 Asset Management, L.P. History New 1,157,131 10,784 0.01% 13 +1,157,131 New Q1 2026 May 15, 2026
ROYCE & ASSOCIATES LP History Added to 988,674 9,214 0.09% 0.08% 14 +122,852 14.19% Q1 2026 May 12, 2026
683 Capital Management, LLC History Added to 975,000 9,087 0.47% 0.35% 15 +70,000 7.73% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 912,099 8,500 0.0% 0.0% 16 -143,955 -13.63% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Reduced 846,457 7,888 0.0% 0.0% 17 -17,289 -2.0% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Added to 842,319 7,850 0.01% 0.0% 18 +486,076 136.45% Q1 2026 May 15, 2026
KINGDON CAPITAL MANAGEMENT, L.L.C. History Added to 775,000 7,223 0.79% 0.62% 19 +189,931 32.46% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 766,724 7,145 0.0% 0.0% 20 +154,424 25.22% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 704,782 6,568 0.0% 0.0% 21 +189,587 36.8% Q1 2026 May 15, 2026
Retirement Planning Co of New England, Inc. History Reduced 651,148 6,068 2.47% 2.38% 22 -11,828 -1.78% Q1 2026 May 08, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 590,269 5,501 0.0% 0.0% 23 -544,089 -47.96% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 575,809 5,366 0.01% 0.01% 24 -230,888 -28.62% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 554,802 5,167 0.0% 0.0% 25 +400,336 259.17% Q1 2026 May 07, 2026
Stonepine Capital Management, LLC History Reduced 480,000 4,473 1.79% 3.72% 26 -89,088 -15.65% Q1 2026 May 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 506,033 4,442 0.0% 0.0% 27 0 0.0% Q1 2026 May 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 466,303 4,345 0.0% 28 +466,303 New Q1 2026 May 08, 2026
JANE STREET GROUP, LLC History Reduced 457,058 4,259 0.0% 0.0% 29 -177,848 -28.01% Q1 2026 May 12, 2026
MARSHALL WACE, LLP History Reduced 439,952 4,100 0.0% 0.01% 30 -229,790 -34.31% Q1 2026 May 14, 2026
NORTHERN TRUST CORP History Added to 436,950 4,072 0.0% 0.0% 31 +18,828 4.5% Q1 2026 May 14, 2026
UBS Group AG History Added to 422,048 3,933 0.0% 0.0% 32 +136,560 47.83% Q1 2026 May 05, 2026
Stratos Wealth Partners, LTD. History Reduced 408,000 3,802 0.04% 0.04% 33 -1,000 -0.24% Q1 2026 Apr 28, 2026
VANGUARD FIDUCIARY TRUST CO History New 395,879 3,689 0.0% 34 +395,879 New Q1 2026 May 08, 2026
Mystic Asset Management, Inc. History Added to 361,283 3,367 0.78% 0.7% 35 +14,756 4.26% Q1 2026 May 08, 2026
JPMORGAN CHASE & CO History Reduced 378,932 3,327 0.0% 0.0% 36 -33,329 -8.08% Q1 2026 May 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History New 350,501 3,266 0.05% 37 +350,501 New Q1 2026 May 05, 2026
Propel Bio Management, LLC History Added to 282,418 2,640 1.66% 0.49% 38 +218,735 343.47% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Added to 236,834 2,207 0.01% 0.0% 39 +33,951 16.73% Q1 2026 Apr 22, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 200,000 1,864 0.0% 0.0% 40 -75,000 -27.27% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 192,588 1,794 0.0% 0.0% 41 +49,456 34.55% Q1 2026 Apr 30, 2026
Squarepoint Ops LLC History Reduced 182,864 1,704 0.0% 0.0% 42 -134,202 -42.33% Q1 2026 May 15, 2026
Hennion & Walsh Asset Management, Inc. History Added to 177,163 1,651 0.06% 0.04% 43 +37,572 26.92% Q1 2026 May 13, 2026
Kovack Advisors, Inc. History Reduced 175,232 1,648 0.09% 0.07% 44 -99 -0.06% Q1 2026 May 12, 2026
Bank of New York Mellon Corp History Reduced 172,427 1,607 0.0% 0.0% 45 -1,728 -0.99% Q1 2026 May 05, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 161,981 1,509 0.0% 0.0% 46 -18,637 -10.32% Q1 2026 May 15, 2026
Phocas Financial Corp. History New 159,423 1,485 0.23% 47 +159,423 New Q1 2026 Apr 30, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 156,417 1,457 0.0% 0.0% 48 -13,892 -8.16% Q1 2026 May 15, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 145,222 1,353 0.0% 0.0% 49 -6,202 -4.1% Q1 2026 May 11, 2026
Diametric Capital, LP History New 108,024 1,006 0.26% 50 +108,024 New Q1 2026 May 15, 2026
CREDIT AGRICOLE S A History No change 106,000 987 0.0% 0.0% 51 0 0.0% Q1 2026 May 15, 2026
Simplify Asset Management Inc. History Added to 100,630 937 0.01% 0.01% 52 +58,265 137.53% Q1 2026 Apr 27, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 79,915 744 0.0% 0.0% 53 -101,214 -55.88% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 68,071 634 0.0% 0.0% 54 -213 -0.31% Q1 2026 May 12, 2026
Arete Wealth Advisors, LLC History Reduced 66,397 617 0.05% 0.04% 55 -3,372 -4.83% Q1 2026 May 20, 2026
BANK OF AMERICA CORP /DE/ History Reduced 64,837 604 0.0% 0.0% 56 -81,527 -55.7% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 64,857 604 0.0% 57 +64,857 New Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History No change 65,190 584 0.0% 0.0% 58 0 0.0% Q1 2026 May 15, 2026
IFG Advisors, LLC History Added to 61,842 576 0.09% 0.04% 59 +32,792 112.88% Q1 2026 Apr 09, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 59,500 554 0.05% 0.05% 60 +5,500 10.19% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History New 54,251 505 0.0% 61 +54,251 New Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 52,436 488 0.0% 0.0% 62 -13,200 -20.11% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 51,373 478 0.0% 0.0% 63 +5,434 11.83% Q1 2026 May 06, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 43,616 407 0.0% 0.0% 64 +11,476 35.71% Q1 2026 May 15, 2026
EntryPoint Capital, LLC History Reduced 42,885 399 0.12% 0.18% 65 -9,986 -18.89% Q1 2026 May 14, 2026
FEDERATED HERMES, INC. History Added to 42,195 393 0.0% 0.0% 66 +18,742 79.91% Q1 2026 May 11, 2026
Engineers Gate Manager LP History Reduced 39,234 365 0.0% 0.0% 67 -4,786 -10.87% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 38,349 357 0.0% 0.0% 68 +28,242 279.43% Q1 2026 May 06, 2026
FRANKLIN RESOURCES INC History No change 36,794 342 0.0% 0.0% 69 0 0.0% Q1 2026 May 13, 2026
SABBY MANAGEMENT, LLC History Added to 340 316 0.7% 0.42% 70 +13 3.98% Q1 2026 May 15, 2026
Integrated Quantitative Investments LLC History Reduced 33,315 310 0.06% 0.11% 71 -22,813 -40.64% Q1 2026 May 13, 2026
Invesco Ltd. History Added to 32,874 306 0.0% 0.0% 72 +692 2.15% Q1 2026 May 12, 2026
STONERIDGE INVESTMENT PARTNERS LLC History No change 32,788 306 0.22% 0.2% 73 0 0.0% Q1 2026 May 06, 2026
Quantinno Capital Management LP History Added to 32,022 298 0.0% 0.0% 74 +17,065 114.09% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 26,205 244 0.0% 0.0% 75 -40,745 -60.86% Q1 2026 Jul 08, 2026
MetLife Investment Management, LLC History Reduced 26,275 244 0.0% 0.0% 76 -1,592 -5.71% Q1 2026 May 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 26,093 243 0.0% 0.0% 77 +235 0.91% Q1 2026 May 15, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 25,941 241 0.02% 0.01% 78 +14,441 125.57% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 24,246 225 0.0% 79 +24,246 New Q1 2026 May 08, 2026
Campbell & CO Investment Adviser LLC History Reduced 23,899 222 0.01% 0.02% 80 -14,696 -38.08% Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History Added to 23,324 217 0.0% 0.0% 82 +8,431 56.61% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Reduced 23,300 217 0.0% 0.0% 81 -6,700 -22.33% Q1 2026 May 14, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 23,231 216 0.0% 0.0% 83 -2,420 -9.43% Q1 2026 May 14, 2026
ExodusPoint Capital Management, LP History New 23,005 214 0.0% 84 +23,005 New Q1 2026 May 14, 2026
CITIGROUP INC History Reduced 21,930 204 0.0% 0.0% 85 -96,764 -81.52% Q1 2026 May 11, 2026
Sanctuary Advisors, LLC History Reduced 18,490 172 0.0% 0.0% 86 -15,971 -46.35% Q1 2026 May 05, 2026
WINTON GROUP Ltd History Reduced 16,334 152 0.01% 0.01% 87 -9,755 -37.39% Q1 2026 May 12, 2026
City State Bank History No change 15,478 144 0.04% 0.04% 88 0 0.0% Q1 2026 Apr 20, 2026
BARCLAYS PLC History Reduced 15,445 143 0.0% 0.0% 89 -84,690 -84.58% Q1 2026 May 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 15,137 141 0.0% 0.0% 90 -1,759 -10.41% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 15,000 139 0.0% 0.0% 91 0 0.0% Q1 2026 May 07, 2026
Police & Firemen's Retirement System of New Jersey History No change 14,964 139 0.0% 0.0% 92 0 0.0% Q1 2026 Apr 29, 2026
DGS Capital Management, LLC History No change 14,810 138 0.02% 0.02% 93 0 0.0% Q1 2026 Apr 28, 2026
BAILARD, INC. History Added to 14,700 137 0.0% 0.0% 94 +1,800 13.95% Q1 2026 May 11, 2026
Polymer Capital Management (US) LLC History Reduced 14,109 131 0.01% 0.02% 95 -3,014 -17.6% Q1 2026 May 13, 2026
PROFUND ADVISORS LLC History Reduced 13,746 128 0.0% 0.0% 96 -4,332 -23.96% Q1 2026 Apr 24, 2026
LPL Financial LLC History Added to 13,495 125 0.0% 0.0% 97 +2,982 28.36% Q1 2026 May 06, 2026
J. Goldman & Co LP History No change 13,497 125 0.0% 0.0% 98 0 0.0% Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 13,184 122 0.0% 0.0% 99 -1,045 -7.34% Q1 2026 Apr 27, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 12,864 119 0.0% 0.0% 100 -68 -0.53% Q1 2026 May 12, 2026
Kingsview Wealth Management, LLC History No change 12,120 112 0.0% 0.0% 101 0 0.0% Q1 2026 May 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 11,998 111 0.0% 0.0% 102 -7,997 -39.99% Q1 2026 May 08, 2026
Creative Planning History Added to 11,681 108 0.0% 0.0% 103 +137 1.19% Q1 2026 May 12, 2026
UNITED BANK History New 10,564 98 0.01% 105 +10,564 New Q1 2026 May 11, 2026
ProShare Advisors LLC History Reduced 10,594 98 0.0% 0.0% 104 -2,075 -16.38% Q1 2026 Apr 24, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 10,884 95 0.02% 0.03% 106 -13,838 -55.97% Q1 2026 May 12, 2026
China Universal Asset Management Co., Ltd. History Added to 9,990 93 0.01% 0.01% 107 +816 8.89% Q1 2026 Apr 27, 2026
OSAIC HOLDINGS, INC. History Added to 6,377 59 0.0% 0.0% 108 +5,143 416.77% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Reduced 5,111 47 0.0% 0.0% 109 -117 -2.24% Q1 2026 May 08, 2026
Ameritas Investment Partners, Inc. History No change 4,591 42 0.0% 0.0% 110 0 0.0% Q1 2026 May 13, 2026
Tower Research Capital LLC (TRC) History Added to 3,971 37 0.0% 0.0% 111 +1,662 71.98% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History No change 4,000 37 0.0% 0.0% 112 0 0.0% Q1 2026 Jun 02, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 3,248 29 0.0% 0.0% 113 +640 24.54% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 3,015 28 0.0% 0.0% 114 +62 2.1% Q1 2026 May 15, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 2,936 27 0.0% 0.0% 115 +200 7.31% Q1 2026 May 04, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 2,118 19 0.0% 0.0% 116 +1,568 285.09% Q1 2026 May 13, 2026
CWM, LLC History Reduced 2,024 18 0.0% 0.0% 117 -291 -12.57% Q1 2026 May 14, 2026
Activest Wealth Management History No change 1,815 16 0.0% 0.0% 118 0 0.0% Q1 2026 Apr 15, 2026
ROYAL BANK OF CANADA History Reduced 1,515 13 0.0% 0.0% 119 -3,067 -66.94% Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Reduced 1,300 12 0.0% 0.0% 120 -1,200 -48.0% Q1 2026 May 13, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 1,256 11 0.0% 0.0% 121 +150 13.56% Q1 2026 Apr 15, 2026
Cornerstone Planning Group LLC History Added to 850 9 0.0% 0.0% 123 +150 21.43% Q1 2026 May 06, 2026
US BANCORP \DE\ History Added to 1,034 9 0.0% 0.0% 122 +34 3.4% Q1 2026 May 14, 2026
SBI Securities Co., Ltd. History Added to 812 7 0.0% 125 +810 40500.0% Q1 2026 Apr 27, 2026
Rockefeller Capital Management L.P. History Added to 793 7 0.0% 0.0% 124 +634 398.74% Q1 2026 May 14, 2026
Essential Partners LLC History No change 824 7 0.0% 0.0% 126 0 0.0% Q1 2026 May 21, 2026
Quantbot Technologies LP History New 718 6 0.0% 127 +718 New Q1 2026 May 13, 2026
MassMutual Private Wealth & Trust, FSB History No change 445 4 0.0% 0.0% 128 0 0.0% Q1 2026 Apr 13, 2026
CIBC Private Wealth Group LLC History No change 450 4 0.0% 0.0% 129 0 0.0% Q4 2025 Feb 12, 2026
Larson Financial Group LLC History No change 473 4 0.0% 0.0% 130 0 0.0% Q1 2026 May 15, 2026
MAI Capital Management History Added to 326 3 0.0% 131 +314 2616.67% Q1 2026 May 15, 2026
Sterling Capital Management LLC History Reduced 361 3 0.0% 0.0% 132 -5 -1.37% Q1 2026 Apr 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 282 2 0.0% 133 +188 200.0% Q1 2026 May 08, 2026
Federation des caisses Desjardins du Quebec History Reduced 300 2 0.0% 0.0% 135 -50 -14.29% Q1 2026 May 13, 2026
GAMMA Investing LLC History Added to 298 2 0.0% 0.0% 134 +24 8.76% Q1 2026 Apr 06, 2026
Quaker Wealth Management, LLC History Reduced 200 1 0.0% 0.0% 138 -1,000 -83.33% Q1 2026 Apr 10, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 118 1 0.0% 0.0% 137 -734 -86.15% Q1 2026 Apr 30, 2026
Farther Finance Advisors, LLC History Added to 210 1 0.0% 140 +184 707.69% Q1 2026 Apr 07, 2026
Optiver Holding B.V. History New 149 1 0.0% 142 +149 New Q1 2026 Jun 02, 2026
ROTHSCHILD INVESTMENT LLC History Added to 110 1 0.0% 136 +55 100.0% Q1 2026 May 07, 2026
True Wealth Design, LLC History No change 108 1 0.0% 139 0 0.0% Q1 2026 Apr 13, 2026
Cornerstone Financial Management LLC History No change 115 1 0.0% 0.0% 141 0 0.0% Q1 2026 May 08, 2026
Trexquant Investment LP History Closed out 0 0 0.02% -209,704 -100.0% Q1 2026 May 15, 2026
Tetragon Partners GP Ltd History Closed out 0 0 0.36% -192,518 -100.0% Q1 2026 May 15, 2026
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -149,637 -100.0% Q1 2026 May 13, 2026
DLD Asset Management, LP History Closed out 0 0 0.09% -130,800 -100.0% Q1 2026 May 13, 2026
Jefferies Financial Group Inc. History Closed out 0 0 0.01% -120,000 -100.0% Q1 2026 May 07, 2026
Man Group plc History Closed out 0 0 0.0% -92,347 -100.0% Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -54,454 -100.0% Q1 2026 May 08, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.01% -45,174 -100.0% Q1 2026 May 15, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -17,704 -100.0% Q1 2026 May 15, 2026
Rafferty Asset Management, LLC History Closed out 0 0 0.0% -15,920 -100.0% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.0% -13,824 -100.0% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Closed out 0 0 0.0% -13,543 -100.0% Q1 2026 Apr 16, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.02% -13,260 -100.0% Q1 2026 Apr 27, 2026
VOYA INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -10,334 -100.0% Q1 2026 May 12, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History Closed out 0 0 0.04% -5,891 -100.0% Q1 2026 May 14, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -1,750 -100.0% Q1 2026 May 08, 2026
Vermillion Wealth Management, Inc. History Closed out 0 0 0.01% -1,500 -100.0% Q1 2026 Apr 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Closed out 0 0 0.0% -916 -100.0% Q1 2026 May 15, 2026
Caitong International Asset Management Co., Ltd History Reduced 99 0 0.0% -685 -87.37% Q1 2026 May 11, 2026
Hillsdale Investment Management Inc. History Closed out 0 0 0.0% -620 -100.0% Q1 2026 May 04, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -240 -100.0% Q1 2026 Apr 28, 2026
Daiwa Securities Group Inc. History Closed out 0 0 0.0% -182 -100.0% Q1 2026 May 13, 2026
Arax Advisory Partners History Closed out 0 0 -87 -100.0% Q1 2026 May 13, 2026
Navalign, LLC History Closed out 0 0 -50 -100.0% Q1 2026 Apr 29, 2026
Versant Capital Management, Inc History New 36 0 +36 New Q1 2026 Apr 06, 2026
Covestor Ltd History New 22 0 +22 New Q1 2026 May 05, 2026
Bogart Wealth, LLC History New 21 0 +21 New Q1 2026 Apr 28, 2026
EverSource Wealth Advisors, LLC History Added to 20 0 +11 122.22% Q1 2026 May 15, 2026
Allworth Financial LP History Reduced 30 0 -6 -16.67% Q1 2026 May 14, 2026
IFP Advisors, Inc History Closed out 0 0 -4 -100.0% Q1 2026 Apr 13, 2026
SJS Investment Consulting Inc. History Closed out 0 0 -3 -100.0% Q1 2026 Apr 23, 2026
Clearstead Advisors, LLC History Closed out 0 0 -1 -100.0% Q1 2026 May 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 56 0 0 0.0% Q1 2026 Apr 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 69 0 0 0.0% Q1 2026 May 14, 2026
Parkside Financial Bank & Trust History No change 60 0 0 0.0% Q1 2026 May 13, 2026
JFS WEALTH ADVISORS, LLC History No change 2 0 0 0.0% Q1 2026 Apr 20, 2026
Motiv8 Investments LLC History No change 25 0 0 0.0% Q4 2025 Feb 13, 2026
Kilter Group LLC History No change 90 0 0 0.0% Q1 2026 May 14, 2026