HolderBook

TRULIEVE CANNABIS CORP (TRLV)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

122
Reporting holders
$366.7M
Reported value
0.1%
Held as options
+117
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
AdvisorShares Investments LLC$104.6M10,641,15212.63%newNEW
CANTOR FITZGERALD, L. P.$73.7M7,500,0000.40%newNEW
NOMURA HOLDINGS INC$49.8M5,065,8490.06%newNEW
Marex Group Ltd$31.9M3,250,0000.14%newNEW
ING GROEP NV$26.2M2,665,0000.13%newNEW
JANE STREET GROUP, LLC$11.9M1,212,5260.00%newNEW
Verition Fund Management LLC$9.8M1,000,0000.02%newNEW
PICTON MAHONEY ASSET MANAGEMENT$8.2M838,0880.06%newNEW
Anson Funds Management LP$5.6M524,5000.33%newNEW
MONTANOVA CAPITAL, LLC$3.5M356,1000.06%newNEW
Murchinson Ltd.$3.5M355,2000.48%newNEW
Purpose Unlimited Inc.$3.4M342,5600.13%newNEW
Cresset Asset Management, LLC$2.8M284,4880.01%newNEW
Corient Private Wealth LP$2.3M234,2640.00%newNEW
Proficio Capital Partners LLC$2.0M201,9310.07%newNEW
Manatuck Hill Partners, LLC$2.0M200,0000.65%newNEW
NewGen Asset Management Ltd$2.0M200,0000.81%newNEW
HighTower Advisors, LLC$1.5M156,4920.00%newNEW
OLD MISSION CAPITAL LLC$1.5M149,3910.02%newNEW
FORMULA GROWTH LTD$1.2M120,0000.41%newNEW
NANO CAP NEW MILLENNIUM GROWTH FUND L P$1.2M120,0000.91%3q-17.2%-$245.8K
BlueChip Wealth Advisors LLC$1.1M114,4640.43%newNEW
OAKMONT Corp$1.1M1,506,5110.21%newNEW
Concurrent Investment Advisors, LLC$990.5K100,7610.01%newNEW
RAFFLES ASSOCIATES LP$983.0K100,0000.43%newNEW
BANK OF MONTREAL /CAN/$939.2K95,5420.00%newNEW
BOOTHBAY FUND MANAGEMENT, LLC$902.0K79,7640.01%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$866.3K60,9300.00%newNEW
JW Asset Management, LLC$824.4K83,8690.26%newNEW
NORTHERN TRUST CORP$636.9K64,7890.00%newNEW
Mariner, LLC$597.4K60,7710.00%newNEW
Harbor Advisors LLC$484.2K42,6400.06%newNEW
Focus Partners Wealth$409.6K41,6650.00%newNEW
ALBERT D MASON INC$385.4K39,2030.22%31qHELD
Zurcher Kantonalbank (Zurich Cantonalbank)$381.4K38,7980.00%newNEW
EP Wealth Advisors, LLC$379.0K38,5550.00%newNEW
EWA, LLC$297.3K30,2430.05%newNEW
CSS LLC/IL$293.7K29,8750.01%newNEW
MORGAN STANLEY$291.9K29,6970.00%newNEW
Allegheny Financial Group$264.2K26,8800.03%newNEW
Jain Global LLC$263.4K26,8000.00%newNEW
Lighthouse Investment Partners, LLC$254.5K25,8880.01%newNEW
Kazazian Asset Management, LLC$252.6K25,6930.23%newNEW
BURNEY CO/$245.8K25,0000.01%newNEW
MML INVESTORS SERVICES, LLC$244.8K24,9010.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$234.2K23,8200.00%newNEW
Cornerstone Wealth Group, LLC$228.8K23,2790.01%newNEW
Wealthspire Advisors, LLC$228.1K23,2000.00%newNEW
CITADEL ADVISORS LLC$226.1Koptions only0.00%newOPTIONS
CHIRON CAPITAL MANAGEMENT, LLC$225.7K22,9650.20%newNEW
Diversify Advisory Services, LLC$225.7K27,0960.00%newNEW
DIVERSIFY WEALTH MANAGEMENT, LLC$225.7K27,0960.00%newNEW
Merit Financial Group, LLC$212.9K21,6560.00%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$208.8K21,2440.00%newNEW
WIREGRASS INVESTMENT MANAGEMENT LLC$207.3K21,0920.14%newNEW
Annis Gardner Whiting Capital Advisors, LLC$201.1K20,4570.03%newNEW
TORONTO DOMINION BANK$197.0K20,0000.00%newNEW
SFMG, LLC$178.3K18,1430.01%newNEW
Guild Investment Management, Inc.$174.4K17,7400.12%newNEW
Venture Visionary Partners LLC$174.2K17,7240.00%newNEW
Arax Advisory Partners$167.3K17,0200.00%newNEW
LPL Financial LLC$152.8K15,5410.00%newNEW
Legacy Capital Wealth Partners, LLC$151.0K15,3650.03%newNEW
&PARTNERS$148.5K15,1090.00%newNEW
ENVESTNET ASSET MANAGEMENT INC$147.1K14,9690.00%newNEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$131.3K15,2350.00%newNEW
OSAIC HOLDINGS, INC.$128.1K13,0330.00%newNEW
Northwest & Ethical Investments L.P.$123.6K13,3810.00%newNEW
Horst & Graben Wealth Management LLC$119.7K12,5430.02%newNEW
CONNORS INVESTOR SERVICES INC$118.0K12,0000.01%newNEW
OneDigital Investment Advisors LLC$115.8K11,7790.00%newNEW
Creative Planning$111.6K11,3480.00%newNEW
Integrated Wealth Concepts LLC$105.6K10,7400.00%newNEW
WINTON GROUP Ltd$104.9K10,6760.00%newNEW
Beacon Pointe Advisors, LLC$104.7K10,6510.00%newNEW
CIBC WORLD MARKET INC.$103.9K10,5670.00%newNEW
Marion Wealth Management$98.3K10,0000.02%newNEW
ROYAL BANK OF CANADA$76.0K7,7520.00%newNEW
NewEdge Advisors, LLC$71.8K7,3070.00%newNEW
CITIGROUP INC$54.4K5,5320.00%newNEW
Ameritas Advisory Services, LLC$51.8K5,2660.00%newNEW
NATIONAL BANK OF CANADA /FI/$39.4K4,0220.00%newNEW
PFS Partners, LLC$39.3K4,0000.02%newNEW
Federation des caisses Desjardins du Quebec$39.2K3,9980.00%newNEW
North Star Investment Management Corp.$25.6K2,6000.00%newNEW
Atlantic Union Bankshares Corp$24.1K2,4500.00%newNEW
BlackRock, Inc.$19.6K1,9970.00%newNEW
TD Waterhouse Canada Inc.$18.3K1,9230.00%newNEW
Larson Financial Group LLC$12.7K1,2900.00%newNEW
HARBOUR INVESTMENTS, INC.$11.6K1,1770.00%newNEW
Battery Global Advisors, LLC$10.9K1,1120.01%newNEW
DHJJ Financial Advisors, Ltd.$7.8K7900.00%newNEW
Wilkerson Advisory Group LLC$7.1K7180.00%newNEW
JPMORGAN CHASE & CO$6.2K6750.00%newNEW
Hurley Capital, LLC$5.2K5260.00%2qHELD
iA Global Asset Management Inc.$5.1K522,9920.06%newNEW
SIMPLEX TRADING, LLC$5.1K5220.00%newNEW
Westside Investment Management, Inc.$4.9K5000.00%14qHELD
Bogart Wealth, LLC$4.9K5000.00%newNEW
DecisionPoint Financial, LLC$4.0K4160.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-0813GAdvisorShares Trust6.3%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 2026122$366.7M37,207,680118010.1%
Q1 20265$1.0M185,3042110.0%
Q4 20257$1.3M153,6030000.0%
Q3 20257$432.7K53,6690100.0%
Q2 20257$200.2K52,6691000.0%
Q1 20256$201.8K52,2790110.0%
Q4 20247$277.3K53,3791110.0%
Q3 20245$537.4K44,1431000.0%
Q2 20244$408.1K44,1182000.0%
Q1 20244$6.9K48,7250010.0%
Q4 20233$29155,9301010.0%
Q3 20235$224.5K36,8661100.0%
Q2 20235$6.9K1,7261010.0%
Q1 20236$623109,9382110.0%
Q4 20229$1.1K124,6561220.0%
Q3 20229$981.1K112,1181110.0%
Q2 202212$3.1M268,1113130.0%
Q1 202212$6.1M289,0540140.0%
Q4 202114$9.1M350,6824210.0%
Q3 20219$2.7M99,8462400.0%
Q2 20218$3.6M96,4420320.0%
Q1 202113$4.2M91,4805330.0%
Q4 20209$6.3M197,8531300.0%
Q3 20209$3.2M171,6601420.0%
Q2 20209$1.2M93,0063210.0%
Q1 20207$814.0K88,8581210.0%
Q4 20198$2.6M216,6945100.0%
Q3 20192$403.0K49,1150110.0%
Q2 20194$980.0K89,0551300.0%
Q1 20194$822.0K62,5002200.0%
Q4 20182$241.0K29,9100000.0%