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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 6,455,997 | 239,582 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | History | No change | 5,917,400 | 219,594 | 1.01% | 1.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 5,210,000 | 193,343 | 2.37% | 2.37% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 3,533,633 | 131,144 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Lynx1 Capital Management LP | History | No change | 3,408,937 | 126,505 | 14.62% | 14.62% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 3,107,005 | 115,300 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,898,197 | 107,552 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,681,845 | 99,523 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Erste Asset Management GmbH | History | No change | 2,154,900 | 81,972 | 0.64% | 0.64% | 9 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 2,110,809 | 78,332 | 0.12% | 0.12% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 1,886,412 | 62,723 | 0.06% | 0.0% | 11 | +1,782,457 | 1714.64% | Q3 2026 | Oct 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,683,158 | 62,461 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,574,268 | 58,433 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 1,288,053 | 47,799 | 2.19% | 2.19% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,280,044 | 47,502 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,206,615 | 44,777 | 0.35% | 0.35% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,286,303 | 42,769 | 0.01% | 0.01% | 17 | +37,565 | 3.01% | Q3 2026 | Nov 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,150,932 | 42,711 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 985,831 | 36,584 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 963,256 | 35,746 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 913,187 | 33,888 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Nuveen, LLC | History | No change | 873,560 | 32,417 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 810,530 | 30,078 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Foresite Capital Management VI LLC | History | No change | 785,000 | 29,131 | 4.53% | 4.53% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 746,598 | 27,706 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 684,340 | 25,395 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkman Healthcare Partners LLC | History | No change | 669,046 | 24,828 | 2.54% | 2.54% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 612,850 | 22,742 | 0.21% | 0.21% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Qube Research & Technologies Ltd | History | No change | 597,638 | 22,178 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 554,709 | 20,585 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Defilade Capital Management, L.P. | History | No change | 546,848 | 20,293 | 2.72% | 2.72% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 538,128 | 19,969 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 536,380 | 19,905 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rock Springs Capital Management LP | History | No change | 532,563 | 19,763 | 0.96% | 0.96% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 520,083 | 19,300 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 507,869 | 18,847 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 506,344 | 18,790 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 434,719 | 16,132 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 395,868 | 14,690 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 373,931 | 13,876 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 373,230 | 13,850 | 0.25% | 0.25% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 360,056 | 13,794 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 359,550 | 13,342 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 321,138 | 11,917 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 308,994 | 11,466 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 297,630 | 11,045 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 269,383 | 9,996 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tetragon Partners GP Ltd | History | No change | 255,579 | 9,484 | 1.49% | 1.49% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALGERT GLOBAL LLC | History | No change | 248,007 | 9,203 | 0.11% | 0.11% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 218,966 | 8,127 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palo Alto Investors LP | History | No change | 213,601 | 7,926 | 1.1% | 1.1% | 51 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Bank of New York Mellon Corp | History | No change | 198,685 | 7,373 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jump Financial, LLC | History | No change | 182,773 | 6,782 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 175,486 | 6,512 | 0.09% | 0.09% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 168,153 | 6,240 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 165,587 | 6,144 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ishara Investments LP | History | No change | 164,000 | 6,086 | 4.47% | 4.47% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 160,759 | 5,965 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 138,800 | 5,150 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 134,512 | 4,991 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Man Group plc | History | No change | 124,466 | 4,618 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 117,714 | 4,368 | 0.18% | 0.18% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 116,909 | 4,338 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 111,660 | 4,143 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 104,080 | 3,862 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 99,726 | 3,700 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Knott David M Jr | History | No change | 95,058 | 3,527 | 1.86% | 1.86% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trexquant Investment LP | History | No change | 93,539 | 3,471 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 91,647 | 3,401 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caligan Partners LP | History | No change | 90,000 | 3,339 | 0.16% | 0.16% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | No change | 89,249 | 3,312 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 79,441 | 2,948 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 85,516 | 2,843 | 0.06% | — | 73 | +85,516 | New | Q3 2026 | Oct 16, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 73,095 | 2,712 | 0.14% | 0.14% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALPS ADVISORS INC | History | Added to | 79,081 | 2,629 | 0.01% | 0.01% | 75 | +19,022 | 31.67% | Q3 2026 | Nov 02, 2026 |
| Exome Asset Management LLC | History | No change | 70,500 | 2,616 | 1.61% | 1.61% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | No change | 70,195 | 2,604 | 0.08% | 0.08% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 75,077 | 2,496 | 0.0% | 0.0% | 78 | +24,977 | 49.85% | Q3 2026 | Nov 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 66,856 | 2,481 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 66,796 | 2,478 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 65,779 | 2,441 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 62,228 | 2,309 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Seven Fleet Capital Management LP | History | No change | 56,900 | 2,111 | 0.35% | 0.35% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 61,864 | 2,092 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 55,580 | 2,062 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 53,912 | 2,000 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 53,240 | 1,975 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 52,050 | 1,931 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 50,366 | 1,869 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 49,764 | 1,846 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 48,300 | 1,792 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 53,138 | 1,766 | 0.0% | 0.0% | 92 | -102,029 | -65.75% | Q3 2026 | Nov 04, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 50,314 | 1,673 | 0.11% | 0.12% | 93 | +3,764 | 8.09% | Q3 2026 | Oct 22, 2026 |
| Quantinno Capital Management LP | History | No change | 43,514 | 1,614 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 43,009 | 1,596 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 41,455 | 1,544 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 40,404 | 1,499 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 44,087 | 1,465 | 0.0% | — | 98 | +44,087 | New | Q3 2026 | Nov 02, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 39,473 | 1,464 | 0.34% | 0.34% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 39,072 | 1,449 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 38,627 | 1,433 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 37,727 | 1,400 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| SEI INVESTMENTS CO | History | No change | 35,089 | 1,302 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EDGEWOOD MANAGEMENT LLC | History | No change | 35,000 | 1,298 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 34,470 | 1,279 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 34,348 | 1,275 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 32,235 | 1,196 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgefront Capital, LLC | History | No change | 31,097 | 1,154 | 0.3% | 0.3% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 34,059 | 1,132 | 0.03% | 0.04% | 109 | +485 | 1.44% | Q3 2026 | Oct 13, 2026 |
| Mariner, LLC | History | No change | 29,139 | 1,081 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 28,111 | 1,043 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AXQ CAPITAL, LP | History | No change | 27,656 | 1,026 | 0.11% | 0.11% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Handelsbanken Fonder AB | History | No change | 26,123 | 969 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 28,861 | 959 | 0.01% | 0.01% | 114 | +1,100 | 3.96% | Q3 2026 | Oct 28, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 25,113 | 932 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 59 | 909 | 0.08% | 0.08% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Trust Co | History | No change | 23,948 | 888 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Added to | 26,617 | 885 | 0.05% | 0.05% | 118 | +968 | 3.77% | Q3 2026 | Oct 30, 2026 |
| Jupiter Topco LLC | History | No change | 23,797 | 882 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 23,620 | 876 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 26,219 | 871 | 0.02% | 0.03% | 121 | -2,041 | -7.22% | Q3 2026 | Oct 28, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 23,317 | 865 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 22,938 | 851 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 21,295 | 790 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 20,875 | 774 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Headlands Technologies LLC | History | No change | 20,805 | 772 | 0.08% | 0.08% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 20,768 | 770 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | No change | 20,229 | 750 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 20,147 | 747 | 0.06% | 0.06% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 20,634 | 686 | 0.0% | 0.0% | 130 | -970 | -4.49% | Q3 2026 | Nov 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 18,028 | 669 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 17,444 | 647 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Inspire Investing, LLC | History | Added to | 19,130 | 636 | 0.03% | 0.03% | 133 | +861 | 4.71% | Q3 2026 | Oct 22, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 17,121 | 634 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 19,208 | 613 | 0.0% | 0.0% | 135 | +1,249 | 6.95% | Q3 2026 | Oct 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 16,500 | 612 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 18,246 | 606 | 0.0% | 0.0% | 137 | +248 | 1.38% | Q3 2026 | Nov 05, 2026 |
| Tidal Investments LLC | History | No change | 16,100 | 597 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 15,847 | 588 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 15,622 | 579 | 0.1% | 0.1% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 15,086 | 559 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 14,935 | 554 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 15,925 | 529 | 0.0% | 0.0% | 143 | +566 | 3.69% | Q3 2026 | Nov 03, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 13,537 | 502 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 14,731 | 489 | 0.43% | 0.44% | 145 | +558 | 3.94% | Q3 2026 | Nov 03, 2026 |
| Atria Investments, Inc | History | Added to | 14,602 | 485 | 0.0% | 0.01% | 146 | +569 | 4.05% | Q3 2026 | Oct 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 12,858 | 477 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMERCE BANK | History | No change | 12,437 | 461 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 12,057 | 447 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 11,800 | 437 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 11,350 | 421 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,351 | 421 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 11,095 | 411 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | New | 12,350 | 410 | 0.0% | — | 154 | +12,350 | New | Q3 2026 | Nov 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 10,429 | 388 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 9,955 | 369 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 10,893 | 362 | 0.02% | 0.02% | 157 | +1,428 | 15.09% | Q3 2026 | Oct 27, 2026 |
| Hudson Bay Capital Management LP | History | No change | 9,700 | 359 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | No change | 9,485 | 351 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 9,290 | 344 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 9,196 | 341 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ProShare Advisors LLC | History | Reduced | 9,495 | 315 | 0.0% | 0.0% | 162 | -199 | -2.05% | Q3 2026 | Oct 28, 2026 |
| FIDUCIARY TRUST CO | History | No change | 8,250 | 306 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 7,717 | 293 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E Fund Management Co., Ltd. | History | No change | 7,837 | 290 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7,628 | 289 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDT Partners, LLC | History | No change | 7,500 | 278 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 8,157 | 271 | 0.0% | 0.0% | 168 | -103,704 | -92.71% | Q3 2026 | Nov 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,796 | 252 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savvy Advisors, Inc. | History | No change | 6,794 | 252 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 6,475 | 240 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 6,441 | 239 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 6,172 | 229 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,836 | 216 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 5,556 | 206 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,368 | 199 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 5,376 | 199 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Alaska, Department of Revenue | History | No change | 5,000 | 166 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bayforest Capital Ltd | History | Added to | 3,489 | 116 | 0.17% | 0.05% | 179 | +1,997 | 133.85% | Q3 2026 | Nov 03, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 3,051 | 101 | 0.0% | 0.0% | 180 | +391 | 14.7% | Q3 2026 | Oct 28, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 2,647 | 100 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fulcrum Asset Management LLP | History | New | 2,824 | 94 | 0.0% | — | 182 | +2,824 | New | Q3 2026 | Nov 04, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,054 | 76 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 1,971 | 73 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | No change | 2,073 | 69 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Versant Capital Management, Inc | History | No change | 2,001 | 66 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,592 | 59 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 1,579 | 52 | 0.0% | 0.0% | 188 | +262 | 19.89% | Q3 2026 | Oct 21, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,517 | 50 | 0.0% | 0.0% | 189 | +275 | 22.14% | Q3 2026 | Oct 26, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 1,415 | 48 | 0.0% | — | 190 | +1,415 | New | Q3 2026 | Oct 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,396 | 46 | 0.0% | 0.0% | 191 | +38 | 2.8% | Q3 2026 | Oct 20, 2026 |
| Quantbot Technologies LP | History | No change | 1,172 | 43 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,197 | 39 | 0.0% | 0.0% | 193 | +61 | 5.37% | Q3 2026 | Oct 22, 2026 |
| STRS OHIO | History | New | 1,100 | 36 | 0.0% | — | 194 | +1,100 | New | Q3 2026 | Oct 30, 2026 |
| Pacer Advisors, Inc. | History | No change | 928 | 34 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 876 | 31 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 703 | 26 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GAMMA Investing LLC | History | Added to | 638 | 21 | 0.0% | 0.0% | 198 | +100 | 18.59% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 542 | 20 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 590 | 19 | 0.0% | 0.0% | 201 | +55 | 10.28% | Q3 2026 | Nov 04, 2026 |
| Essential Partners LLC | History | Added to | 599 | 19 | 0.01% | 0.01% | 202 | +42 | 7.54% | Q3 2026 | Oct 14, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 533 | 19 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITY HOLDING CO | History | No change | 500 | 16 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Smartleaf Asset Management LLC | History | No change | 424 | 16 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 422 | 14 | 0.0% | 0.0% | 206 | -62 | -12.81% | Q3 2026 | Oct 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 402 | 14 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 399 | 13 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Root Financial Partners, LLC | History | New | 369 | 12 | 0.0% | — | 209 | +369 | New | Q3 2026 | Oct 21, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 370 | 12 | 0.0% | 0.0% | 208 | +239 | 182.44% | Q3 2026 | Oct 26, 2026 |
| FIRST HORIZON CORP | History | Reduced | 320 | 10 | 0.0% | 0.0% | 211 | -122 | -27.6% | Q3 2026 | Oct 26, 2026 |
| True Wealth Design, LLC | History | Added to | 314 | 10 | 0.0% | 0.0% | 212 | +8 | 2.61% | Q3 2026 | Oct 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 281 | 10 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bullock Wealth Management Group | History | New | 288 | 9 | 0.0% | — | 213 | +288 | New | Q3 2026 | Oct 09, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 271 | 9 | 0.0% | — | 214 | +271 | New | Q3 2026 | Oct 30, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 200 | 7 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 233 | 7 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Bell Investment Advisors, Inc | History | No change | 237 | 7 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Concord Wealth Partners | History | No change | 200 | 6 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 124 | 4 | 0.0% | — | 220 | +124 | New | Q3 2026 | Oct 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 124 | 4 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 76 | 3 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 100 | 3 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 64 | 2 | 0.0% | — | 227 | +64 | New | Q3 2026 | Oct 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 63 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 83 | 2 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 59 | 1 | 0.0% | — | 229 | +37 | 168.18% | Q3 2026 | Oct 27, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 38 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 40 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SBI Securities Co., Ltd. | History | No change | 32 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.04% | — | -21,885 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,505 | -100.0% | Q3 2026 | Nov 03, 2026 |
| XPONANCE LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,757 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,540 | -100.0% | Q3 2026 | Nov 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -241 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q3 2026 | Oct 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q3 2026 | Oct 28, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 27, 2026 |
| Covestor Ltd | History | Reduced | 7 | 0 | — | — | — | -5 | -41.67% | Q3 2026 | Oct 30, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 30, 2026 |
| FEDERATED HERMES, INC. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Manchester Capital Management LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Parallel Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |