337185102
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EcoR1 Capital, LLC | History | New | 3,174,519 | 63,871 | 3.11% | — | 1 | +3,174,519 | New | Q2 2026 | Aug 14, 2026 |
| TCG Crossover Management, LLC | History | New | 2,895,304 | 58,253 | 1.4% | — | 2 | +2,895,304 | New | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | New | 2,054,127 | 41,329 | 0.0% | — | 3 | +2,054,127 | New | Q2 2026 | Aug 13, 2026 |
| Affinity Asset Advisors, LLC | History | New | 2,032,012 | 40,884 | 1.85% | — | 4 | +2,032,012 | New | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | New | 1,963,541 | 39,506 | 0.0% | — | 5 | +1,963,541 | New | Q2 2026 | Aug 07, 2026 |
| Trails Edge Capital Partners, LP | History | New | 1,514,000 | 30,461 | 4.84% | — | 6 | +1,514,000 | New | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | New | 1,512,896 | 30,439 | 0.0% | — | 7 | +1,512,896 | New | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,451,909 | 29,212 | 0.0% | — | 8 | +1,451,909 | New | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | New | 1,091,464 | 21,960 | 0.01% | — | 9 | +1,091,464 | New | Q2 2026 | Aug 14, 2026 |
| Vestal Point Capital, LP | History | New | 1,013,000 | 20,381 | 0.48% | — | 10 | +1,013,000 | New | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | New | 917,176 | 18,453 | 0.06% | — | 11 | +917,176 | New | Q2 2026 | Aug 14, 2026 |
| Sanofi | History | New | 821,917 | 16,536 | 3.1% | — | 12 | +821,917 | New | Q2 2026 | Jul 28, 2026 |
| MORGAN STANLEY | History | New | 781,534 | 15,724 | 0.0% | — | 13 | +781,534 | New | Q2 2026 | Aug 13, 2026 |
| 683 Capital Management, LLC | History | New | 750,000 | 15,090 | 0.74% | — | 14 | +750,000 | New | Q2 2026 | Aug 14, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 729,000 | 14,667 | 0.02% | — | 15 | +729,000 | New | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 714,948 | 14,384 | 0.02% | — | 16 | +714,948 | New | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | New | 702,087 | 14,128 | 0.0% | — | 17 | +702,087 | New | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 647,962 | 13,036 | 0.0% | — | 18 | +647,962 | New | Q2 2026 | Aug 14, 2026 |
| STEMPOINT CAPITAL LP | History | New | 622,723 | 12,529 | 2.16% | — | 19 | +622,723 | New | Q2 2026 | Aug 14, 2026 |
| Palo Alto Investors LP | History | New | 603,489 | 12,142 | 1.68% | — | 20 | +603,489 | New | Q2 2026 | Aug 19, 2026 |
| Sofinnova Investments, Inc. | History | New | 565,199 | 11,371 | 0.59% | — | 21 | +565,199 | New | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 546,992 | 11,005 | 0.0% | — | 22 | +546,992 | New | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 487,213 | 9,802 | 0.0% | — | 23 | +487,213 | New | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | New | 408,330 | 8,215 | 0.01% | — | 24 | +408,330 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | New | 310,886 | 6,255 | 0.0% | — | 25 | +310,886 | New | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 299,500 | 6,025 | 0.0% | — | 26 | +299,500 | New | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | New | 290,000 | 5,834 | 0.01% | — | 27 | +290,000 | New | Q2 2026 | Aug 12, 2026 |
| Ally Bridge Group (NY) LLC | History | New | 284,287 | 5,719 | 5.06% | — | 28 | +284,287 | New | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | New | 256,873 | 5,168 | 0.0% | — | 29 | +256,873 | New | Q2 2026 | Aug 14, 2026 |
| Nantahala Capital Management, LLC | History | New | 250,000 | 5,030 | 0.17% | — | 30 | +250,000 | New | Q2 2026 | Aug 14, 2026 |
| Granahan Investment Management, LLC | History | New | 238,304 | 4,794 | 0.17% | — | 31 | +238,304 | New | Q2 2026 | Aug 14, 2026 |
| APIS CAPITAL ADVISORS, LLC | History | New | 226,000 | 4,547 | 0.44% | — | 32 | +226,000 | New | Q2 2026 | Aug 14, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | New | 218,400 | 4,394 | 0.01% | — | 33 | +218,400 | New | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | New | 201,096 | 4,046 | 0.0% | — | 34 | +201,096 | New | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 193,183 | 3,886 | 0.0% | — | 35 | +193,183 | New | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 191,220 | 3,847 | 0.0% | — | 36 | +191,220 | New | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 168,790 | 3,396 | 0.0% | — | 37 | +168,790 | New | Q2 2026 | Sep 02, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 164,793 | 3,315 | 0.01% | — | 38 | +164,793 | New | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | New | 163,851 | 3,296 | 0.0% | — | 39 | +163,851 | New | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 128,130 | 2,577 | 0.0% | — | 40 | +128,130 | New | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | New | 116,939 | 2,352 | 0.0% | — | 41 | +116,939 | New | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | New | 115,978 | 2,333 | 0.0% | — | 42 | +115,978 | New | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | New | 98,956 | 1,990 | 0.01% | — | 43 | +98,956 | New | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 93,732 | 1,886 | 0.0% | — | 44 | +93,732 | New | Q2 2026 | Aug 14, 2026 |
| Financial Enhancement Group LLC | History | New | 74,450 | 1,497 | 0.18% | — | 45 | +74,450 | New | Q2 2026 | Jul 07, 2026 |
| ADAR1 Capital Management, LLC | History | New | 71,910 | 1,446 | 0.07% | — | 46 | +71,910 | New | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | New | 71,014 | 1,428 | 0.0% | — | 47 | +71,014 | New | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | New | 69,813 | 1,404 | 0.0% | — | 48 | +69,813 | New | Q2 2026 | Aug 06, 2026 |
| NORGES BANK | History | New | 69,100 | 1,390 | 0.0% | — | 49 | +69,100 | New | Q2 2026 | Aug 12, 2026 |
| Opaleye Management Inc. | History | New | 65,000 | 1,307 | 0.12% | — | 50 | +65,000 | New | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | New | 62,494 | 1,257 | 0.0% | — | 51 | +62,494 | New | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | New | 62,117 | 1,249 | 0.0% | — | 52 | +62,117 | New | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 60,940 | 1,226 | 0.0% | — | 53 | +60,940 | New | Q2 2026 | Aug 12, 2026 |
| SummitTX Capital, L.P. | History | New | 58,843 | 1,183 | 0.03% | — | 54 | +58,843 | New | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 57,476 | 1,156 | 0.0% | — | 55 | +57,476 | New | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | New | 57,064 | 1,146 | 0.0% | — | 56 | +57,064 | New | Q2 2026 | Aug 11, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | New | 54,316 | 1,092 | 0.2% | — | 57 | +54,316 | New | Q2 2026 | Jul 15, 2026 |
| Fisher Asset Management, LLC | History | New | 51,549 | 1,037 | 0.0% | — | 58 | +51,549 | New | Q2 2026 | Aug 04, 2026 |
| Nuveen, LLC | History | New | 49,608 | 998 | 0.0% | — | 59 | +49,608 | New | Q2 2026 | Aug 11, 2026 |
| Swiss National Bank | History | New | 48,900 | 983 | 0.0% | — | 60 | +48,900 | New | Q2 2026 | Aug 11, 2026 |
| J. Goldman & Co LP | History | New | 46,847 | 942 | 0.02% | — | 61 | +46,847 | New | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 45,232 | 911 | 0.0% | — | 62 | +45,232 | New | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 43,000 | 865 | 0.01% | — | 63 | +43,000 | New | Q2 2026 | Aug 14, 2026 |
| Ikarian Capital, LLC | History | New | 42,775 | 860 | 0.09% | — | 64 | +42,775 | New | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 36,834 | 741 | 0.0% | — | 65 | +36,834 | New | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 36,810 | 740 | 0.0% | — | 66 | +36,810 | New | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 36,204 | 728 | 0.0% | — | 67 | +36,204 | New | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | New | 36,199 | 728 | 0.0% | — | 68 | +36,199 | New | Q2 2026 | Aug 03, 2026 |
| CRCM LP | History | New | 35,340 | 711 | 0.47% | — | 69 | +35,340 | New | Q2 2026 | Aug 18, 2026 |
| RHUMBLINE ADVISERS | History | New | 31,412 | 631 | 0.0% | — | 70 | +31,412 | New | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | New | 30,907 | 621 | 0.0% | — | 71 | +30,907 | New | Q2 2026 | Aug 13, 2026 |
| TEMA ETFS LLC | History | New | 30,907 | 621 | 0.02% | — | 72 | +30,907 | New | Q2 2026 | Jul 10, 2026 |
| Corient Private Wealth LP | History | New | 30,339 | 610 | 0.0% | — | 73 | +30,339 | New | Q2 2026 | Aug 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 28,812 | 579 | 0.0% | — | 74 | +28,812 | New | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 28,129 | 565 | 0.0% | — | 75 | +28,129 | New | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 28,084 | 565 | 0.01% | — | 76 | +28,084 | New | Q2 2026 | Jul 13, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | New | 27,876 | 560 | 0.07% | — | 77 | +27,876 | New | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 27,240 | 548 | 0.01% | — | 78 | +27,240 | New | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | New | 26,291 | 528 | 0.0% | — | 79 | +26,291 | New | Q2 2026 | Aug 24, 2026 |
| Rafferty Asset Management, LLC | History | New | 25,861 | 520 | 0.0% | — | 80 | +25,861 | New | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 25,140 | 505 | 0.0% | — | 81 | +25,140 | New | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 21,129 | 425 | 0.0% | — | 82 | +21,129 | New | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 20,146 | 405 | 0.0% | — | 83 | +20,146 | New | Q2 2026 | Aug 13, 2026 |
| CREDIT AGRICOLE S A | History | New | 20,000 | 402 | 0.0% | — | 84 | +20,000 | New | Q2 2026 | Aug 14, 2026 |
| Virtus Investment Advisers, LLC | History | New | 18,549 | 373 | 0.09% | — | 85 | +18,549 | New | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | New | 18,244 | 367 | 0.0% | — | 86 | +18,244 | New | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | New | 17,972 | 361 | 0.0% | — | 87 | +17,972 | New | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 17,253 | 347 | 0.0% | — | 88 | +17,253 | New | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | New | 16,021 | 322 | 0.0% | — | 89 | +16,021 | New | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | New | 14,201 | 285 | 0.0% | — | 90 | +14,201 | New | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | New | 13,694 | 275 | 0.0% | — | 91 | +13,694 | New | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 13,706 | 266 | 0.0% | — | 92 | +13,706 | New | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 13,127 | 264 | 0.0% | — | 93 | +13,127 | New | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | New | 13,064 | 262 | 0.01% | — | 94 | +13,064 | New | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 12,780 | 257 | 0.0% | — | 95 | +12,780 | New | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | New | 14,887 | 253 | 0.0% | — | 96 | +14,887 | New | Q2 2026 | Aug 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 12,240 | 246 | 0.0% | — | 97 | +12,240 | New | Q2 2026 | Aug 10, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 11,550 | 232 | 0.0% | — | 98 | +11,550 | New | Q2 2026 | Aug 25, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 10,786 | 217 | 0.0% | — | 99 | +10,786 | New | Q2 2026 | Sep 09, 2026 |
| Vanguard Global Advisers, LLC | History | New | 10,577 | 212 | 0.0% | — | 100 | +10,577 | New | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | New | 10,200 | 205 | 0.0% | — | 101 | +10,200 | New | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | New | 8,017 | 161 | 0.0% | — | 102 | +8,017 | New | Q2 2026 | Aug 14, 2026 |
| Persistent Asset Partners Ltd | History | New | 7,903 | 159 | 0.05% | — | 103 | +7,903 | New | Q2 2026 | Aug 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | New | 7,622 | 153 | 0.0% | — | 104 | +7,622 | New | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,315 | 147 | 0.0% | — | 105 | +7,315 | New | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | New | 6,879 | 138 | 0.0% | — | 106 | +6,879 | New | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | New | 6,498 | 130 | 0.0% | — | 107 | +6,498 | New | Q2 2026 | Aug 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 6,350 | 127 | 0.0% | — | 108 | +6,350 | New | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | New | 5,724 | 115 | 0.0% | — | 109 | +5,724 | New | Q2 2026 | Jul 29, 2026 |
| China Universal Asset Management Co., Ltd. | History | New | 5,553 | 111 | 0.01% | — | 110 | +5,553 | New | Q2 2026 | Jul 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 5,162 | 103 | 0.0% | — | 111 | +5,162 | New | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | New | 4,864 | 98 | 0.0% | — | 112 | +4,864 | New | Q2 2026 | Aug 10, 2026 |
| STRS OHIO | History | New | 4,600 | 92 | 0.0% | — | 113 | +4,600 | New | Q2 2026 | Jul 30, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 3,426 | 68 | 0.0% | — | 114 | +3,426 | New | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | New | 2,118 | 42 | 0.0% | — | 115 | +2,118 | New | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | New | 2,015 | 40 | 0.0% | — | 116 | +2,015 | New | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 1,561 | 31 | 0.0% | — | 117 | +1,561 | New | Q2 2026 | Jul 22, 2026 |
| BESSEMER GROUP INC | History | New | 1,428 | 29 | 0.0% | — | 118 | +1,428 | New | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 746 | 15 | 0.0% | — | 119 | +746 | New | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 722 | 14 | 0.0% | — | 120 | +722 | New | Q2 2026 | Aug 10, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | New | 690 | 13 | 0.0% | — | 121 | +690 | New | Q2 2026 | Aug 07, 2026 |
| Pacer Advisors, Inc. | History | New | 432 | 9 | 0.0% | — | 122 | +432 | New | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | New | 439 | 8 | 0.0% | — | 124 | +439 | New | Q2 2026 | Jul 07, 2026 |
| Arax Advisory Partners | History | New | 415 | 8 | 0.0% | — | 123 | +415 | New | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 327 | 6 | 0.0% | — | 125 | +327 | New | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 231 | 4 | 0.0% | — | 126 | +231 | New | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | New | 197 | 3 | 0.0% | — | 127 | +197 | New | Q2 2026 | Jul 28, 2026 |
| SIMPLEX TRADING, LLC | History | New | 106 | 2 | 0.0% | — | 128 | +106 | New | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | New | 96 | 1 | 0.0% | — | 132 | +96 | New | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 74 | 1 | 0.0% | — | 131 | +74 | New | Q2 2026 | Jul 24, 2026 |
| Bare Financial Services, Inc | History | New | 70 | 1 | 0.0% | — | 134 | +70 | New | Q2 2026 | Jul 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 59 | 1 | 0.0% | — | 129 | +59 | New | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | New | 55 | 1 | 0.0% | — | 130 | +55 | New | Q2 2026 | Aug 05, 2026 |
| Covestor Ltd | History | New | 29 | 1 | 0.0% | — | 133 | +29 | New | Q2 2026 | Aug 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 38 | 0 | — | — | — | +38 | New | Q2 2026 | Aug 13, 2026 |
| JPL Wealth Management, LLC | History | New | 36 | 0 | — | — | — | +36 | New | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 30 | 0 | — | — | — | +30 | New | Q2 2026 | Jul 22, 2026 |
| ADIRONDACK TRUST CO | History | New | 25 | 0 | — | — | — | +25 | New | Q2 2026 | Jul 16, 2026 |
| Parkside Financial Bank & Trust | History | New | 25 | 0 | — | — | — | +25 | New | Q2 2026 | Sep 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 21 | 0 | — | — | — | +21 | New | Q2 2026 | Jul 02, 2026 |
| Essential Partners LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Jul 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 04, 2026 |
| True Wealth Design, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 16, 2026 |
| Clearstead Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 06, 2026 |
| Stone House Investment Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 20, 2026 |
| TFC Financial Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 23, 2026 |