agilon health, inc. - AGL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Clayton, Dubilier & Rice, LLC | History | No change | 4,000,000 | 428,720 | 47.9% | 5.9% | 1 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MORGAN STANLEY | History | Reduced | 2,011,196 | 215,560 | 0.01% | 0.0% | 2 | -88,255 | -4.2% | Q2 2026 | Aug 13, 2026 |
| North Peak Capital Management, LLC | History | Reduced | 1,485,066 | 159,169 | 17.69% | 2.03% | 3 | -60,471 | -3.91% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 1,146,520 | 122,884 | 0.0% | 0.0% | 4 | +273,356 | 31.31% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 692,541 | 74,226 | 0.03% | 0.0% | 5 | -282,356 | -28.96% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 686,792 | 73,610 | 0.01% | 0.0% | 6 | -375,444 | -35.34% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 525,328 | 56,304 | 0.0% | 0.0% | 7 | -13,208 | -2.45% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | New | 468,293 | 50,191 | 0.04% | — | 8 | +468,293 | New | Q2 2026 | Aug 13, 2026 |
| Durable Capital Partners LP | History | New | 440,642 | 47,228 | 0.46% | — | 9 | +440,642 | New | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 425,400 | 45,594 | 0.0% | 0.0% | 10 | +288,230 | 210.13% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 390,149 | 41,816 | 0.02% | 0.0% | 11 | -352,069 | -47.43% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 348,960 | 37,401 | 0.0% | 0.0% | 12 | -15,539 | -4.26% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 330,929 | 35,468 | 0.0% | 0.0% | 13 | +315,816 | 2089.7% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 314,165 | 33,680 | 0.0% | 0.0% | 14 | +48,053 | 18.06% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 280,126 | 30,023 | 0.0% | 0.0% | 15 | +26,422 | 10.41% | Q2 2026 | Sep 22, 2026 |
| Rock Springs Capital Management LP | History | Added to | 262,600 | 28,145 | 1.37% | 0.12% | 16 | +2,600 | 1.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 229,071 | 24,551 | 0.01% | 0.0% | 17 | +197,075 | 615.94% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 184,573 | 19,782 | 0.0% | 0.0% | 18 | +174,017 | 1648.51% | Q2 2026 | Sep 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 152,214 | 16,314 | 0.02% | 0.0% | 19 | +3,171 | 2.13% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 133,144 | 14,270 | 0.0% | 0.0% | 20 | +92,608 | 228.46% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 128,328 | 13,754 | 0.0% | 0.0% | 21 | +17,493 | 15.78% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 125,713 | 13,473 | 0.01% | 0.0% | 22 | +26,361 | 26.53% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 118,708 | 12,723 | 0.0% | 0.0% | 23 | +18,708 | 18.71% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 108,160 | 12,422 | 0.02% | 0.0% | 24 | +320 | 0.3% | Q2 2026 | Jul 15, 2026 |
| Rubicon Founders LLC | History | Reduced | 105,341 | 11,290 | 5.75% | 1.45% | 25 | -146,354 | -58.15% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 103,432 | 11,085 | 0.0% | 0.0% | 26 | +7,332 | 7.63% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 88,305 | 9,464 | 0.0% | 0.0% | 27 | +2,702 | 3.16% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 81,626 | 8,748 | 0.0% | — | 28 | +81,626 | New | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 79,423 | 8,505 | 0.01% | 0.0% | 29 | +41,527 | 109.58% | Q2 2026 | Aug 13, 2026 |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | History | New | 73,000 | 7,824 | 4.92% | — | 30 | +73,000 | New | Q2 2026 | Aug 14, 2026 |
| Amundi | History | New | 70,954 | 7,604 | 0.0% | — | 31 | +70,954 | New | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | New | 69,255 | 7,422 | 0.04% | — | 32 | +69,255 | New | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 60,530 | 6,487 | 0.03% | 0.0% | 33 | -7,481 | -11.0% | Q2 2026 | Aug 11, 2026 |
| Walleye Trading LLC | History | New | 56,200 | 6,023 | 0.01% | — | 34 | +56,200 | New | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | Reduced | 51,084 | 5,475 | 0.0% | 0.0% | 35 | -7,036 | -12.11% | Q2 2026 | Aug 13, 2026 |
| Longaeva Partners L.P. | History | New | 49,741 | 5,331 | 0.12% | — | 36 | +49,741 | New | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 42,875 | 4,595 | 0.01% | 0.0% | 37 | +22,592 | 111.38% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | New | 42,100 | 4,512 | 0.0% | — | 38 | +42,100 | New | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 40,169 | 4,305 | 0.0% | — | 39 | +40,169 | New | Q2 2026 | Aug 14, 2026 |
| Eversept Partners, LP | History | Reduced | 37,792 | 4,050 | 0.21% | 0.07% | 40 | -138,796 | -78.6% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 35,336 | 3,787 | 0.01% | 0.0% | 41 | +3,106 | 9.64% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 35,336 | 3,787 | 0.0% | 0.0% | 42 | +3,074 | 9.53% | Q2 2026 | Aug 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 33,817 | 3,624 | 0.0% | — | 43 | +33,817 | New | Q2 2026 | Aug 14, 2026 |
| Belvedere Trading LLC | History | New | 327,923 | 3,518 | 0.0% | — | 44 | +327,923 | New | Q2 2026 | Jul 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 31,643 | 3,391 | 0.01% | 0.01% | 45 | -264,909 | -89.33% | Q2 2026 | Aug 14, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | New | 31,143 | 3,337 | 0.37% | — | 46 | +31,143 | New | Q2 2026 | Jul 20, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 29,703 | 3,184 | 0.2% | 0.04% | 47 | -43,095 | -59.2% | Q2 2026 | Aug 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 26,022 | 2,789 | 0.0% | — | 48 | +26,022 | New | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Reduced | 24,972 | 2,676 | 0.0% | 0.0% | 49 | -1,148 | -4.4% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 24,243 | 2,598 | 0.01% | — | 50 | +24,243 | New | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 21,503 | 2,305 | 0.0% | 0.0% | 51 | -2,213 | -9.33% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | New | 19,176 | 2,055 | 0.02% | — | 52 | +19,176 | New | Q2 2026 | Aug 13, 2026 |
| Harvest Investment Services, LLC | History | New | 18,585 | 1,991 | 0.31% | — | 53 | +18,585 | New | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 17,406 | 1,865 | 0.03% | — | 54 | +17,406 | New | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 14,860 | 1,711 | 0.0% | 0.0% | 55 | -13,830 | -48.2% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 15,812 | 1,694 | 0.0% | 0.0% | 56 | +2,246 | 16.56% | Q2 2026 | Aug 11, 2026 |
| Walleye Capital LLC | History | New | 15,440 | 1,654 | 0.01% | — | 57 | +15,440 | New | Q2 2026 | Aug 03, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 15,003 | 1,608 | 0.0% | — | 58 | +15,003 | New | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 14,914 | 1,598 | 0.0% | — | 59 | +14,914 | New | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 14,872 | 1,593 | 0.0% | 0.0% | 60 | +10,344 | 228.45% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 14,754 | 1,581 | 0.08% | — | 61 | +14,754 | New | Q2 2026 | Aug 03, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 13,181 | 1,412 | 0.0% | 0.0% | 62 | +3,172 | 31.69% | Q2 2026 | Aug 07, 2026 |
| Tidal Investments LLC | History | New | 13,113 | 1,405 | 0.0% | — | 63 | +13,113 | New | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 12,203 | 1,307 | 0.0% | — | 64 | +12,203 | New | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 11,884 | 1,273 | 0.0% | 0.0% | 65 | +1,728 | 17.01% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 11,849 | 1,269 | 0.03% | — | 66 | +11,849 | New | Q2 2026 | Jul 13, 2026 |
| Arax Advisory Partners | History | Added to | 11,805 | 1,265 | 0.01% | 0.0% | 67 | +11,531 | 4208.39% | Q2 2026 | Aug 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 11,606 | 1,245 | 0.0% | — | 68 | +11,606 | New | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,554 | 1,238 | 0.0% | 0.0% | 69 | +136 | 1.19% | Q2 2026 | Aug 19, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11,055 | 1,184 | 0.0% | 0.0% | 70 | -14,725 | -57.12% | Q2 2026 | Aug 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 10,073 | 1,079 | 0.0% | — | 71 | +10,073 | New | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 9,504 | 1,018 | 0.0% | 0.0% | 72 | -21,100 | -68.95% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | New | 9,379 | 1,005 | 0.0% | — | 73 | +9,379 | New | Q2 2026 | Aug 06, 2026 |
| Brevan Howard Capital Management LP | History | New | 8,456 | 906 | 0.01% | — | 74 | +8,456 | New | Q2 2026 | Aug 14, 2026 |
| Simplify Asset Management Inc. | History | New | 8,429 | 903 | 0.01% | — | 75 | +8,429 | New | Q2 2026 | Jul 16, 2026 |
| Cambria Investment Management, L.P. | History | New | 8,379 | 898 | 0.04% | — | 76 | +8,379 | New | Q2 2026 | Aug 14, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | New | 8,254 | 884 | 0.0% | — | 77 | +8,254 | New | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | New | 8,139 | 872 | 0.01% | — | 78 | +8,139 | New | Q2 2026 | Aug 06, 2026 |
| STRS OHIO | History | Reduced | 8,000 | 857 | 0.0% | 0.0% | 79 | -4,440 | -35.69% | Q2 2026 | Jul 30, 2026 |
| Atwater Malick LLC | History | New | 7,903 | 847 | 0.18% | — | 80 | +7,903 | New | Q2 2026 | Jul 27, 2026 |
| BARCLAYS PLC | History | Added to | 7,564 | 810 | 0.0% | 0.0% | 81 | +2,101 | 38.46% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | New | 7,327 | 785 | 0.0% | — | 82 | +7,327 | New | Q2 2026 | Aug 13, 2026 |
| Caption Management, LLC | History | New | 7,317 | 784 | 0.0% | — | 83 | +7,317 | New | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | New | 7,045 | 755 | 0.0% | — | 84 | +7,045 | New | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 6,874 | 736 | 0.0% | — | 85 | +6,874 | New | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 6,817 | 730 | 0.0% | 0.0% | 86 | +2,780 | 68.86% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 6,589 | 706 | 0.0% | 0.0% | 87 | -14,620 | -68.93% | Q2 2026 | Aug 06, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 6,549 | 701 | 0.01% | — | 88 | +6,549 | New | Q2 2026 | Aug 10, 2026 |
| ALGERT GLOBAL LLC | History | New | 6,250 | 669 | 0.01% | — | 89 | +6,250 | New | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | Reduced | 6,136 | 657 | 0.03% | 0.04% | 90 | -57,946 | -90.42% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 6,080 | 651 | 0.0% | 0.0% | 91 | +1,295 | 27.06% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 5,935 | 636 | 0.0% | 0.0% | 92 | +5,366 | 943.06% | Q2 2026 | Aug 03, 2026 |
| Quinn Opportunity Partners LLC | History | New | 5,820 | 623 | 0.03% | — | 93 | +5,820 | New | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 5,710 | 618 | 0.0% | 0.0% | 94 | -216,183 | -97.43% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 5,740 | 615 | 0.0% | 0.0% | 95 | -1,631 | -22.13% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | New | 5,667 | 607 | 0.0% | — | 96 | +5,667 | New | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 5,593 | 599 | 0.0% | 0.0% | 97 | +1,348 | 31.76% | Q2 2026 | Aug 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 5,564 | 596 | 0.04% | — | 98 | +5,564 | New | Q2 2026 | Aug 14, 2026 |
| Olympiad Research LP | History | New | 5,489 | 588 | 1.22% | — | 99 | +5,489 | New | Q2 2026 | Jul 24, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 5,392 | 577 | 0.0% | — | 100 | +5,392 | New | Q2 2026 | Aug 10, 2026 |
| Centiva Capital, LP | History | New | 5,108 | 547 | 0.0% | — | 101 | +5,108 | New | Q2 2026 | Aug 13, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 5,100 | 546 | 0.01% | — | 102 | +5,100 | New | Q2 2026 | Aug 14, 2026 |
| Rhenman & Partners Asset Management AB | History | New | 5,000 | 535 | 0.05% | — | 103 | +5,000 | New | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | New | 4,889 | 524 | 0.0% | — | 104 | +4,889 | New | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | New | 4,846 | 519 | 0.01% | — | 105 | +4,846 | New | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 4,824 | 517 | 0.0% | 0.0% | 106 | +1,600 | 49.63% | Q2 2026 | Jul 29, 2026 |
| Engineers Gate Manager LP | History | New | 4,817 | 516 | 0.01% | — | 107 | +4,817 | New | Q2 2026 | Aug 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 4,379 | 469 | 0.03% | — | 108 | +4,379 | New | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 4,289 | 459 | 0.01% | — | 109 | +4,289 | New | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | New | 4,241 | 454 | 0.0% | — | 110 | +4,241 | New | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | New | 4,031 | 432 | 0.0% | — | 111 | +4,031 | New | Q2 2026 | Jul 20, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 3,831 | 410 | 0.0% | 0.0% | 112 | +419 | 12.28% | Q2 2026 | Jul 23, 2026 |
| Squarepoint Ops LLC | History | New | 3,796 | 406 | 0.0% | — | 113 | +3,796 | New | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | New | 3,656 | 391 | 0.01% | — | 114 | +3,656 | New | Q2 2026 | Aug 11, 2026 |
| Hillsdale Investment Management Inc. | History | New | 3,600 | 385 | 0.01% | — | 115 | +3,600 | New | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,580 | 383 | 0.0% | — | 116 | +3,580 | New | Q2 2026 | Sep 08, 2026 |
| Pallas Capital Advisors LLC | History | New | 3,407 | 365 | 0.01% | — | 117 | +3,407 | New | Q2 2026 | Aug 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 3,316 | 355 | 0.0% | — | 118 | +3,316 | New | Q2 2026 | Sep 09, 2026 |
| CHICAGO TRUST Co NA | History | New | 3,314 | 355 | 0.05% | — | 119 | +3,314 | New | Q2 2026 | Jul 16, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 3,006 | 322 | 0.05% | — | 120 | +3,006 | New | Q2 2026 | Aug 04, 2026 |
| Jain Global LLC | History | New | 2,929 | 313 | 0.0% | — | 121 | +2,929 | New | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | New | 2,917 | 312 | 0.0% | — | 122 | +2,917 | New | Q2 2026 | Jul 22, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 2,770 | 296 | 0.0% | — | 123 | +2,770 | New | Q2 2026 | Aug 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 2,766 | 296 | 0.0% | — | 124 | +2,766 | New | Q2 2026 | Aug 14, 2026 |
| FORA Capital, LLC | History | New | 2,629 | 281 | 0.02% | — | 125 | +2,629 | New | Q2 2026 | Aug 13, 2026 |
| Caerus Investment Advisors, LLC | History | New | 2,562 | 274 | 0.09% | — | 126 | +2,562 | New | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 2,395 | 256 | 0.0% | — | 127 | +2,395 | New | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 31,048 | 245 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | New | 2,264 | 242 | 0.04% | — | 129 | +2,264 | New | Q2 2026 | Jul 24, 2026 |
| MAI Capital Management | History | Added to | 2,194 | 235 | 0.0% | 0.0% | 130 | +1,009 | 85.15% | Q2 2026 | Aug 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 2,131 | 228 | 0.01% | — | 131 | +2,131 | New | Q2 2026 | Jul 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 2,077 | 222 | 0.0% | — | 132 | +2,077 | New | Q2 2026 | Aug 06, 2026 |
| M&T BANK CORP | History | New | 2,049 | 219 | 0.0% | — | 133 | +2,049 | New | Q2 2026 | Aug 04, 2026 |
| Proficio Capital Partners LLC | History | New | 1,957 | 209 | 0.01% | — | 134 | +1,957 | New | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Added to | 1,805 | 193 | 0.0% | 0.0% | 135 | +694 | 62.47% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,619 | 173 | 0.01% | 0.0% | 136 | -438 | -21.29% | Q2 2026 | Jul 24, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,600 | 171 | 0.0% | 0.0% | 137 | -552 | -25.65% | Q2 2026 | Aug 11, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 1,319 | 141 | 0.0% | 0.0% | 138 | +10 | 0.76% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,303 | 139 | 0.0% | 0.0% | 139 | -811 | -38.36% | Q2 2026 | Aug 17, 2026 |
| Essential Partners LLC | History | Reduced | 1,219 | 130 | 0.06% | 0.01% | 140 | -2,471 | -66.96% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,131 | 121 | 0.0% | 0.0% | 141 | -77 | -6.37% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Added to | 1,059 | 113 | 0.0% | — | 142 | +136 | 14.73% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 13,103 | 103 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | New | 941 | 101 | 0.0% | — | 144 | +941 | New | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 876 | 93 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kemnay Advisory Services Inc. | History | New | 740 | 79 | 0.01% | — | 146 | +740 | New | Q2 2026 | Aug 14, 2026 |
| V-Square Quantitative Management LLC | History | New | 428 | 45 | 0.0% | — | 147 | +428 | New | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 379 | 41 | 0.0% | 0.0% | 148 | -1,989 | -83.99% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 341 | 36 | 0.01% | — | 149 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 295 | 31 | 0.0% | 0.0% | 150 | +20 | 7.27% | Q2 2026 | Aug 06, 2026 |
| Quantbot Technologies LP | History | Reduced | 242 | 25 | 0.0% | 0.0% | 151 | -3,674 | -93.82% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 227 | 24 | 0.0% | 0.0% | 152 | -6,160 | -96.45% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | New | 219 | 24 | 0.0% | — | 153 | +219 | New | Q2 2026 | Jul 17, 2026 |
| GAMMA Investing LLC | History | Added to | 215 | 23 | 0.0% | — | 154 | +102 | 90.27% | Q2 2026 | Jul 07, 2026 |
| DANSKE BANK A/S | History | No change | 200 | 21 | 0.0% | — | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | New | 172 | 18 | 0.0% | — | 156 | +172 | New | Q2 2026 | Aug 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 151 | 16 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | New | 106 | 11 | 0.0% | — | 159 | +106 | New | Q2 2026 | Aug 13, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 109 | 11 | 0.0% | — | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Blue Trust, Inc. | History | No change | 86 | 9 | 0.0% | — | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | New | 56 | 6 | 0.0% | — | 162 | +56 | New | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 57 | 6 | 0.0% | — | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 55 | 5 | 0.0% | — | 163 | +40 | 266.67% | Q2 2026 | Aug 10, 2026 |
| Fulcrum Asset Management LLP | History | New | 42 | 4 | 0.0% | — | 165 | +42 | New | Q2 2026 | Aug 18, 2026 |
| Sterling Capital Management LLC | History | Reduced | 44 | 4 | 0.0% | — | 164 | -36 | -45.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 29 | 3 | 0.0% | 0.0% | 166 | -992 | -97.16% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | New | 36 | 3 | 0.0% | — | 167 | +36 | New | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | New | 19 | 2 | 0.0% | — | 170 | +19 | New | Q2 2026 | Jul 20, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 25 | 2 | 0.0% | — | 168 | -2 | -7.41% | Q2 2026 | Jul 22, 2026 |
| JPL Wealth Management, LLC | History | No change | 27 | 2 | 0.0% | — | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quarry LP | History | New | 17 | 1 | 0.0% | — | 172 | +17 | New | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 15 | 1 | 0.0% | — | 171 | +15 | New | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,040 | -100.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -22,674 | -100.0% | Q2 2026 | Aug 06, 2026 |
| waypoint wealth counsel | History | Closed out | 0 | 0 | — | 0.05% | — | -11,290 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Checchi Capital Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q2 2026 | Aug 04, 2026 |
| ATWOOD & PALMER INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,400 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -712 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2 | 0 | — | — | — | -9 | -81.82% | Q2 2026 | Jul 22, 2026 |
| NVWM, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 28, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 14, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 06, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |