AGIOS PHARMACEUTICALS, INC. - AGIO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARMISTICE CAPITAL, LLC | History | Reduced | 5,916,000 | 200,138 | 3.56% | 1.95% | 1 | -120,000 | -1.99% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 5,754,957 | 194,690 | 0.0% | 0.0% | 2 | +519,528 | 9.92% | Q1 2026 | May 13, 2026 |
| FARALLON CAPITAL MANAGEMENT LLC | History | Added to | 5,684,000 | 192,289 | 1.1% | 0.66% | 3 | +524,495 | 10.17% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 5,594,353 | 152,278 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 3,364,879 | 113,719 | 0.0% | 0.0% | 5 | +256,734 | 8.26% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 2,681,169 | 90,703 | 0.05% | 0.03% | 6 | +819,883 | 44.05% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,632,316 | 89,051 | 0.0% | — | 7 | +2,632,316 | New | Q1 2026 | May 15, 2026 |
| Lynx1 Capital Management LP | History | Added to | 2,611,568 | 88,349 | 13.96% | 0.44% | 8 | +2,531,944 | 3179.88% | Q1 2026 | May 01, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,611,035 | 88,331 | 0.0% | — | 9 | +2,611,035 | New | Q1 2026 | May 08, 2026 |
| Erste Asset Management GmbH | History | Reduced | 2,704,900 | 80,092 | 0.74% | 0.64% | 10 | -100,000 | -3.57% | Q1 2026 | May 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,580,840 | 53,479 | 0.06% | 0.04% | 11 | +220,110 | 16.18% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,556,353 | 52,651 | 0.01% | 0.01% | 12 | -1,325,979 | -46.0% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 1,494,435 | 50,557 | 0.09% | 0.07% | 13 | -206,974 | -12.16% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 1,488,740 | 50,365 | 0.03% | 0.0% | 14 | +1,487,848 | 166799.1% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,467,910 | 49,670 | 0.0% | 0.0% | 15 | +54,372 | 3.85% | Q1 2026 | May 15, 2026 |
| MPM BioImpact LLC | History | Added to | 1,306,261 | 44,190 | 3.41% | 4.06% | 16 | +2,888 | 0.22% | Q1 2026 | May 15, 2026 |
| Frazier Life Sciences Management, L.P. | History | Reduced | 1,256,080 | 42,493 | 1.09% | 0.94% | 17 | -23,674 | -1.85% | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | Added to | 1,214,901 | 41,101 | 0.36% | 0.28% | 18 | +7,600 | 0.63% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,151,614 | 38,940 | 0.01% | 0.01% | 19 | +147,273 | 14.66% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 967,525 | 32,731 | 0.0% | 0.0% | 20 | +73,488 | 8.22% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 841,440 | 28,465 | 0.0% | 0.01% | 21 | -607,710 | -41.94% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 817,676 | 27,661 | 0.0% | 0.0% | 22 | -216,298 | -20.92% | Q1 2026 | May 15, 2026 |
| Rock Springs Capital Management LP | History | No change | 799,163 | 27,035 | 1.59% | 1.12% | 23 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 769,413 | 26,029 | 0.0% | 0.01% | 24 | -839,455 | -52.18% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 722,348 | 24,437 | 0.01% | 0.0% | 25 | +424,440 | 142.47% | Q1 2026 | Apr 30, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 641,486 | 21,701 | 0.0% | 0.0% | 26 | +43,660 | 7.3% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Added to | 612,850 | 20,732 | 0.22% | 0.17% | 27 | +14,085 | 2.35% | Q1 2026 | May 11, 2026 |
| Foresite Capital Management VI LLC | History | Reduced | 525,000 | 17,760 | 3.86% | 4.36% | 28 | -5,000 | -0.94% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 509,272 | 17,228 | 0.0% | 0.0% | 29 | -2,629 | -0.51% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 507,900 | 17,182 | 0.0% | 0.0% | 30 | -31,441 | -5.83% | Q1 2026 | May 15, 2026 |
| Artisan Partners Limited Partnership | History | Reduced | 481,516 | 16,289 | 0.03% | 0.02% | 31 | -22,969 | -4.55% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 477,032 | 16,137 | 0.0% | 0.0% | 32 | -5,590 | -1.16% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 450,093 | 15,226 | 0.04% | 0.04% | 33 | -112,549 | -20.0% | Q1 2026 | May 11, 2026 |
| Vestal Point Capital, LP | History | Added to | 450,000 | 15,223 | 0.43% | 0.3% | 34 | +125,000 | 38.46% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 448,118 | 15,159 | 0.02% | 0.01% | 35 | +94,479 | 26.72% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Added to | 423,915 | 14,341 | 0.0% | 0.0% | 36 | +95,704 | 29.16% | Q1 2026 | May 08, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 403,590 | 13,653 | 0.36% | 0.28% | 37 | -62,561 | -13.42% | Q1 2026 | May 15, 2026 |
| Parkman Healthcare Partners LLC | History | Added to | 403,525 | 13,651 | 1.41% | 0.26% | 38 | +303,921 | 305.13% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 382,021 | 12,923 | 0.0% | — | 39 | +382,021 | New | Q1 2026 | May 08, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 330,479 | 11,180 | 0.02% | 0.03% | 40 | -232,735 | -41.32% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 327,457 | 11,077 | 0.01% | 0.0% | 41 | +84,787 | 34.94% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 298,783 | 10,109 | 0.0% | 0.0% | 42 | -339,103 | -53.16% | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 275,456 | 9,318 | 0.2% | 0.04% | 43 | +209,801 | 319.55% | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 268,435 | 9,081 | 0.14% | 0.18% | 44 | -145,783 | -35.19% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 251,636 | 8,512 | 0.01% | 0.01% | 45 | -48,520 | -16.16% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 250,461 | 8,473 | 0.0% | — | 46 | +250,461 | New | Q1 2026 | May 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 238,468 | 8,067 | 0.03% | 0.01% | 47 | +158,628 | 198.68% | Q1 2026 | May 14, 2026 |
| Palo Alto Investors LP | History | Added to | 213,601 | 7,226 | 1.11% | 0.81% | 48 | +1,102 | 0.52% | Q1 2026 | May 15, 2026 |
| Seven Fleet Capital Management LP | History | Added to | 209,547 | 7,088 | 2.23% | 0.58% | 49 | +177,809 | 560.24% | Q1 2026 | Jun 04, 2026 |
| Squarepoint Ops LLC | History | Added to | 208,888 | 7,066 | 0.01% | 0.0% | 50 | +87,125 | 71.55% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 200,061 | 6,768 | 0.05% | — | 51 | +200,061 | New | Q1 2026 | May 15, 2026 |
| Eversept Partners, LP | History | New | 200,000 | 6,766 | 0.36% | — | 52 | +200,000 | New | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 195,432 | 6,611 | 0.02% | 0.01% | 53 | +48,963 | 33.43% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 187,667 | 6,348 | 0.01% | 0.01% | 54 | -190,706 | -50.4% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 186,791 | 6,319 | 0.0% | 0.0% | 55 | -10,102 | -5.13% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 211,858 | 6,273 | 0.0% | 0.0% | 56 | -100,219 | -32.11% | Q1 2026 | May 13, 2026 |
| Tetragon Partners GP Ltd | History | Added to | 164,839 | 5,576 | 1.08% | 0.93% | 57 | +2,821 | 1.74% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 160,880 | 5,442 | 0.09% | 0.03% | 58 | +114,841 | 249.44% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 151,430 | 5,122 | 0.0% | 0.0% | 59 | +8,850 | 6.21% | Q1 2026 | May 12, 2026 |
| Man Group plc | History | New | 144,297 | 4,881 | 0.01% | — | 60 | +144,297 | New | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 143,731 | 4,862 | 0.16% | 0.13% | 61 | -24,267 | -14.44% | Q1 2026 | May 18, 2026 |
| CITIGROUP INC | History | Reduced | 142,896 | 4,834 | 0.0% | 0.0% | 62 | -5,142 | -3.47% | Q1 2026 | May 11, 2026 |
| ADAR1 Capital Management, LLC | History | Reduced | 140,672 | 4,758 | 0.28% | 0.38% | 63 | -47,328 | -25.17% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 132,540 | 4,483 | 0.0% | 0.0% | 64 | +5,875 | 4.64% | Q1 2026 | May 05, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 129,531 | 4,382 | 0.02% | 0.0% | 65 | +93,743 | 261.94% | Q1 2026 | May 14, 2026 |
| Exome Asset Management LLC | History | Reduced | 125,060 | 4,230 | 2.19% | 1.78% | 66 | -11,882 | -8.68% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 120,253 | 4,068 | 0.0% | 0.0% | 67 | -31,233 | -20.62% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 128,814 | 3,848 | 0.0% | 0.01% | 68 | -76,205 | -37.17% | Q1 2026 | Apr 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 110,679 | 3,744 | 0.0% | 0.0% | 69 | +3,683 | 3.44% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | No change | 108,860 | 3,682 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | New | 103,177 | 3,490 | 0.55% | — | 71 | +103,177 | New | Q1 2026 | May 11, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 102,741 | 3,475 | 0.01% | 0.01% | 72 | -4,749 | -4.42% | Q1 2026 | May 15, 2026 |
| TANG CAPITAL MANAGEMENT LLC | History | New | 100,000 | 3,383 | 0.17% | — | 73 | +100,000 | New | Q1 2026 | May 15, 2026 |
| Knott David M Jr | History | Added to | 93,058 | 3,148 | 1.87% | 0.23% | 74 | +75,058 | 416.99% | Q1 2026 | May 14, 2026 |
| Caligan Partners LP | History | No change | 90,000 | 3,044 | 0.2% | 0.2% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Reduced | 75,298 | 2,547 | 0.02% | 0.05% | 76 | -151,302 | -66.77% | Q1 2026 | May 15, 2026 |
| Woodline Partners LP | History | No change | 74,423 | 2,517 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 73,369 | 2,482 | 0.0% | 0.0% | 78 | -784 | -1.06% | Q1 2026 | May 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 71,851 | 2,430 | 0.0% | 0.0% | 79 | -1,194 | -1.63% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 68,564 | 2,319 | 0.0% | 0.0% | 80 | +15,325 | 28.79% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 85,200 | 2,319 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 67,153 | 2,271 | 0.0% | 0.0% | 82 | -43,287 | -39.2% | Q1 2026 | Apr 20, 2026 |
| SEI INVESTMENTS CO | History | Added to | 63,550 | 2,149 | 0.0% | 0.0% | 83 | +49,198 | 342.8% | Q1 2026 | May 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 60,679 | 2,052 | 0.0% | 0.0% | 84 | +119 | 0.2% | Q1 2026 | May 11, 2026 |
| Headlands Technologies LLC | History | Added to | 59,257 | 2,004 | 0.23% | 0.12% | 85 | +6,518 | 12.36% | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 58,648 | 1,984 | 0.0% | — | 86 | +58,648 | New | Q1 2026 | May 08, 2026 |
| SG Americas Securities, LLC | History | Added to | 57,247 | 1,937 | 0.0% | 0.0% | 87 | +10,796 | 23.24% | Q1 2026 | Apr 16, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 54,362 | 1,839 | 0.0% | 0.0% | 88 | -17,047 | -23.87% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 52,438 | 1,773 | 0.0% | 0.0% | 89 | -320,114 | -85.92% | Q1 2026 | May 14, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 51,830 | 1,753 | 0.01% | 0.01% | 90 | -48,170 | -48.17% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 51,707 | 1,749 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 50,384 | 1,704 | 0.0% | 0.0% | 92 | -72,491 | -59.0% | Q1 2026 | May 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 50,046 | 1,693 | 0.0% | 0.0% | 93 | -20,210 | -28.77% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 61,494 | 1,673 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Reduced | 48,616 | 1,644 | 0.0% | 0.0% | 95 | -655,249 | -93.09% | Q1 2026 | May 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 47,701 | 1,613 | 0.01% | 0.01% | 96 | -180 | -0.38% | Q1 2026 | May 08, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 45,794 | 1,549 | 0.06% | 0.03% | 97 | +5,944 | 14.92% | Q1 2026 | Apr 24, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 43,005 | 1,455 | 0.12% | 0.08% | 98 | +5,777 | 15.52% | Q1 2026 | Apr 28, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 42,071 | 1,392 | 0.0% | 0.0% | 99 | +2,616 | 6.63% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 39,710 | 1,343 | 0.0% | 0.0% | 100 | +15,031 | 60.91% | Q1 2026 | May 08, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 39,176 | 1,325 | 0.0% | 0.0% | 101 | -3,179 | -7.51% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 36,472 | 1,234 | 0.08% | — | 102 | +36,472 | New | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 36,410 | 1,231 | 0.0% | 0.0% | 103 | +8,484 | 30.38% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 35,814 | 1,211 | 0.03% | — | 104 | +35,814 | New | Q1 2026 | May 13, 2026 |
| EDGEWOOD MANAGEMENT LLC | History | No change | 35,000 | 1,184 | 0.01% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 33,868 | 1,145 | 0.04% | 0.03% | 106 | +398 | 1.19% | Q1 2026 | May 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 41,361 | 1,125 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MetLife Investment Management, LLC | History | Added to | 32,858 | 1,111 | 0.01% | 0.0% | 108 | +641 | 1.99% | Q1 2026 | May 14, 2026 |
| Legato Capital Management LLC | History | New | 32,373 | 1,095 | 0.1% | — | 109 | +32,373 | New | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 32,144 | 1,087 | 0.0% | 0.0% | 110 | -386,123 | -92.31% | Q1 2026 | May 15, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 30,959 | 1,047 | 0.29% | 0.19% | 111 | +5,899 | 23.54% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 29,400 | 994 | 0.0% | 0.01% | 112 | -170,600 | -85.3% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 29,085 | 983 | 0.08% | 0.07% | 113 | -4,600 | -13.66% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Reduced | 28,920 | 978 | 0.01% | 0.02% | 114 | -20,208 | -41.13% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 28,530 | 965 | 0.0% | 0.01% | 115 | -82,620 | -74.33% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 27,810 | 940 | 0.0% | 0.0% | 116 | -6,827 | -19.71% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 27,591 | 933 | 0.0% | 0.0% | 117 | +736 | 2.74% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 25,600 | 866 | 0.01% | 0.04% | 119 | -78,891 | -75.5% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 24,469 | 866 | 0.01% | 0.01% | 118 | +5,133 | 26.55% | Q1 2026 | May 15, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Added to | 24,865 | 841 | 0.06% | 0.03% | 120 | +4,861 | 24.3% | Q1 2026 | Apr 30, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 24,400 | 825 | 0.0% | 0.0% | 121 | +6,200 | 34.07% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 23,797 | 804 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 23,732 | 802 | 0.0% | 0.0% | 123 | -33,560 | -58.58% | Q1 2026 | May 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 23,620 | 799 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 23,352 | 789 | 0.0% | — | 125 | +23,352 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 22,763 | 770 | 0.0% | 0.0% | 126 | -42,009 | -64.86% | Q1 2026 | May 11, 2026 |
| Virtu Financial LLC | History | New | 21,392 | 724 | 0.03% | — | 127 | +21,392 | New | Q1 2026 | May 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 19,323 | 654 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 19,115 | 646 | 0.0% | 0.0% | 129 | -8,582 | -30.99% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 18,864 | 638 | 0.0% | 0.0% | 130 | -28,550 | -60.21% | Q1 2026 | May 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 18,009 | 609 | 0.0% | 0.02% | 131 | -617,060 | -97.16% | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | New | 17,445 | 590 | 0.03% | — | 132 | +17,445 | New | Q1 2026 | May 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 16,222 | 548 | 0.1% | 0.09% | 133 | +2,742 | 20.34% | Q1 2026 | May 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 15,847 | 536 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 15,640 | 529 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Diversified Trust Co | History | Added to | 15,319 | 518 | 0.01% | 0.0% | 136 | +6,157 | 67.2% | Q1 2026 | Apr 16, 2026 |
| Arizona State Retirement System | History | Reduced | 15,161 | 512 | 0.0% | 0.0% | 137 | -169 | -1.1% | Q1 2026 | May 01, 2026 |
| PSP Research LLC | History | New | 15,000 | 507 | 0.36% | — | 138 | +15,000 | New | Q1 2026 | Apr 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 14,875 | 503 | 0.0% | 0.0% | 139 | -6,196 | -29.41% | Q1 2026 | May 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 14,740 | 498 | 0.04% | 0.04% | 140 | -2,375 | -13.88% | Q1 2026 | Apr 23, 2026 |
| Tidal Investments LLC | History | Added to | 14,376 | 486 | 0.0% | 0.0% | 141 | +129 | 0.91% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 14,029 | 474 | 0.0% | 0.01% | 142 | -13,798 | -49.58% | Q1 2026 | May 08, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 13,971 | 472 | 0.47% | 0.36% | 143 | +830 | 6.32% | Q1 2026 | May 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 13,866 | 469 | 0.01% | 0.05% | 145 | -65,965 | -82.63% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Reduced | 13,877 | 469 | 0.01% | 0.0% | 144 | -176 | -1.25% | Q1 2026 | May 05, 2026 |
| Pale Fire Capital SE | History | Added to | 13,650 | 461 | 0.04% | 0.02% | 146 | +1,800 | 15.19% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 13,537 | 457 | 0.0% | — | 147 | +13,537 | New | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 13,333 | 451 | 0.0% | 0.0% | 148 | +2,963 | 28.57% | Q1 2026 | May 12, 2026 |
| E Fund Management Co., Ltd. | History | New | 12,915 | 436 | 0.01% | — | 149 | +12,915 | New | Q1 2026 | Apr 13, 2026 |
| COMMERCE BANK | History | Reduced | 12,437 | 420 | 0.0% | 0.0% | 150 | -219 | -1.73% | Q1 2026 | May 11, 2026 |
| Caption Management, LLC | History | Reduced | 12,349 | 417 | 0.0% | 0.04% | 151 | -215,337 | -94.58% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 12,228 | 413 | 0.0% | 0.0% | 152 | -507 | -3.98% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 11,790 | 399 | 0.0% | 0.0% | 153 | -1,265 | -9.69% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 11,800 | 399 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 11,322 | 383 | 0.01% | 0.03% | 155 | -24,684 | -68.56% | Q1 2026 | May 15, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 11,077 | 374 | 0.01% | 0.01% | 156 | -168 | -1.49% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 10,805 | 365 | 0.0% | 0.0% | 157 | -2,092 | -16.22% | Q1 2026 | Apr 24, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 10,684 | 362 | 0.0% | 0.0% | 158 | +247 | 2.37% | Q1 2026 | May 14, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 10,398 | 351 | 0.03% | 0.02% | 159 | +896 | 9.43% | Q1 2026 | Apr 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 9,996 | 338 | 0.0% | 0.0% | 160 | -138 | -1.36% | Q1 2026 | May 12, 2026 |
| Voleon Capital Management LP | History | New | 9,679 | 327 | 0.01% | — | 161 | +9,679 | New | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 11,963 | 325 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Reduced | 9,121 | 308 | 0.0% | 0.0% | 163 | -15,213 | -62.52% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 9,045 | 305 | 0.0% | 0.0% | 164 | -72,010 | -88.84% | Q1 2026 | May 13, 2026 |
| Inscription Capital, LLC | History | No change | 8,595 | 290 | 0.03% | 0.02% | 165 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 8,417 | 284 | 0.01% | 0.0% | 166 | +1,783 | 26.88% | Q1 2026 | May 15, 2026 |
| Ground Swell Capital, LLC | History | New | 8,347 | 282 | 0.56% | — | 167 | +8,347 | New | Q1 2026 | Apr 21, 2026 |
| FRANKLIN RESOURCES INC | History | New | 8,287 | 280 | 0.0% | — | 168 | +8,287 | New | Q1 2026 | May 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 8,247 | 278 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PDT Partners, LLC | History | New | 7,500 | 253 | 0.01% | — | 170 | +7,500 | New | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 7,127 | 241 | 0.0% | 0.0% | 171 | -1,040 | -12.73% | Q1 2026 | Apr 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,796 | 230 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | New | 6,794 | 229 | 0.01% | — | 173 | +6,794 | New | Q1 2026 | May 11, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 6,570 | 222 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bridgefront Capital, LLC | History | Reduced | 6,551 | 221 | 0.05% | 0.09% | 175 | -6,098 | -48.21% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | New | 5,936 | 200 | 0.0% | — | 176 | +5,936 | New | Q1 2026 | May 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 5,859 | 196 | 0.0% | — | 177 | +5,859 | New | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 5,000 | 169 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,940 | 167 | 0.0% | 0.0% | 179 | +230 | 4.88% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,719 | 159 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,044 | 119 | 0.0% | — | 181 | +4,043 | 404300.0% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 3,056 | 103 | 0.0% | 0.0% | 182 | +222 | 7.83% | Q1 2026 | May 04, 2026 |
| Bayforest Capital Ltd | History | New | 2,815 | 95 | 0.11% | — | 183 | +2,815 | New | Q1 2026 | Apr 15, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 2,647 | 78 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KBC Group NV | History | Reduced | 2,073 | 70 | 0.0% | 0.0% | 185 | -947 | -31.36% | Q1 2026 | May 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,871 | 63 | 0.0% | 0.0% | 186 | -1,412 | -43.01% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,786 | 60 | 0.0% | 0.0% | 187 | +39 | 2.23% | Q1 2026 | May 15, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,310 | 44 | 0.0% | 0.0% | 189 | +165 | 14.41% | Q1 2026 | Apr 15, 2026 |
| ASSETMARK, INC | History | No change | 1,317 | 44 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 1,281 | 43 | 0.0% | 0.0% | 190 | +797 | 164.67% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 950 | 32 | 0.0% | 0.0% | 191 | +650 | 216.67% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Added to | 687 | 23 | 0.0% | 0.0% | 192 | +516 | 301.75% | Q1 2026 | Apr 06, 2026 |
| FIRST HORIZON CORP | History | Reduced | 643 | 21 | 0.0% | 0.0% | 193 | -2,452 | -79.22% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Added to | 542 | 18 | 0.0% | 0.0% | 194 | +33 | 6.48% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 513 | 17 | 0.0% | 0.0% | 195 | +218 | 73.9% | Q1 2026 | Apr 30, 2026 |
| Kemnay Advisory Services Inc. | History | New | 477 | 16 | 0.0% | — | 197 | +477 | New | Q1 2026 | May 15, 2026 |
| CITY HOLDING CO | History | No change | 500 | 16 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 418 | 14 | 0.0% | 0.0% | 198 | +326 | 354.35% | Q1 2026 | Apr 06, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 408 | 13 | 0.0% | — | 200 | +408 | New | Q1 2026 | Apr 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 399 | 13 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 424 | 12 | 0.0% | 0.0% | 201 | -36 | -7.83% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 350 | 11 | 0.0% | — | 202 | +350 | New | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 237 | 8 | 0.0% | 0.0% | 204 | -44 | -15.66% | Q1 2026 | Apr 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 241 | 8 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 209 | 7 | 0.0% | — | 205 | +209 | New | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 202 | 6 | 0.0% | 0.0% | 207 | +51 | 33.77% | Q1 2026 | Apr 07, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 200 | 6 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 209 | 5 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hurley Capital, LLC | History | Reduced | 120 | 4 | 0.0% | 0.01% | 210 | -366 | -75.31% | Q1 2026 | May 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 143 | 4 | 0.0% | — | 211 | +122 | 580.95% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 120 | 4 | 0.0% | 0.0% | 209 | +41 | 51.9% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | New | 108 | 3 | 0.0% | — | 214 | +108 | New | Q1 2026 | Jun 02, 2026 |
| BESSEMER GROUP INC | History | No change | 76 | 3 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Triumph Capital Management | History | No change | 100 | 3 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JPL Wealth Management, LLC | History | New | 70 | 2 | 0.0% | — | 219 | +70 | New | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | New | 66 | 2 | 0.0% | — | 218 | +66 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 68 | 2 | 0.0% | — | 216 | +57 | 518.18% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 62 | 2 | 0.0% | — | 215 | +47 | 313.33% | Q1 2026 | May 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 83 | 2 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | New | 37 | 1 | 0.0% | — | 225 | +37 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 40 | 1 | 0.0% | — | 220 | +35 | 700.0% | Q1 2026 | May 07, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 33 | 1 | 0.0% | — | 223 | +29 | 725.0% | Q1 2026 | Apr 27, 2026 |
| Root Financial Partners, LLC | History | Reduced | 44 | 1 | 0.0% | 0.0% | 224 | -22 | -33.33% | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 46 | 1 | 0.0% | — | 221 | +12 | 35.29% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 40 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TCG Crossover Management, LLC | History | Closed out | 0 | 0 | — | 1.06% | — | -1,181,841 | -100.0% | Q1 2026 | May 15, 2026 |
| Ikarian Capital, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -252,689 | -100.0% | Q1 2026 | May 15, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -150,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -147,950 | -100.0% | Q1 2026 | May 11, 2026 |
| HighVista Strategies LLC | History | Closed out | 0 | 0 | — | 1.04% | — | -147,662 | -100.0% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -79,500 | -100.0% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -78,656 | -100.0% | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -71,146 | -100.0% | Q1 2026 | May 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -46,242 | -100.0% | Q1 2026 | May 14, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -40,841 | -100.0% | Q1 2026 | May 15, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -40,000 | -100.0% | Q1 2026 | May 07, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -35,857 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -33,052 | -100.0% | Q1 2026 | May 14, 2026 |
| Ishara Investments LP | History | Closed out | 0 | 0 | — | 0.93% | — | -30,000 | -100.0% | Q1 2026 | May 15, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.16% | — | -25,915 | -100.0% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 19 | 0 | — | 0.0% | — | -25,036 | -99.92% | Q1 2026 | May 11, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -19,163 | -100.0% | Q1 2026 | May 14, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.21% | — | -19,104 | -100.0% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -16,751 | -100.0% | Q1 2026 | May 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -12,567 | -100.0% | Q1 2026 | May 12, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,355 | -100.0% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,198 | -100.0% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,226 | -100.0% | Q1 2026 | May 15, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,382 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -6,189 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,000 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,774 | -100.0% | Q1 2026 | May 08, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -615 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -386 | -100.0% | Q1 2026 | May 13, 2026 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -361 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -204 | -100.0% | Q1 2026 | May 13, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Reduced | 3 | 0 | — | 0.0% | — | -38 | -92.68% | Q1 2026 | May 05, 2026 |
| True Wealth Design, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 20 | 0 | — | — | — | +8 | 66.67% | Q1 2026 | Jun 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 2 | 0 | — | — | — | -4 | -66.67% | Q1 2026 | Apr 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 2 | 0 | — | — | — | -3 | -60.0% | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q1 2026 | Apr 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q1 2026 | Apr 14, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 06, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Essential Partners LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |