Akebia Therapeutics, Inc. - AKBA
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 | Added to | 19,986,374 | 22,784 | 0.0% | 0.0% | 1 | +1,293,078 | 6.92% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 11,322,143 | 12,907 | 0.0% | 0.0% | 2 | +155,433 | 1.39% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 9,151,524 | 10,432 | 0.0% | 0.0% | 3 | +7,358,904 | 410.51% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 6,727,302 | 7,671 | 0.0% | 0.0% | 4 | +275,050 | 4.26% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Reduced | 5,390,853 | 6,145 | 0.0% | 0.0% | 5 | -6,223,153 | -53.58% | Q2 2026 | Sep 22, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 4,273,026 | 4,871 | 0.02% | 0.0% | 6 | +3,843,357 | 894.49% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 4,004,867 | 4,559 | 0.01% | 0.0% | 7 | +2,627,799 | 190.83% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,689,167 | 4,205 | 0.0% | 0.0% | 8 | +86,340 | 2.4% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 3,196,605 | 3,644 | 0.0% | 0.0% | 9 | +811,892 | 34.05% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 2,533,977 | 2,888 | 0.0% | 0.0% | 10 | +318,536 | 14.38% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 2,436,673 | 2,777 | 0.0% | 0.0% | 11 | +1,138,872 | 87.75% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,300,438 | 2,622 | 0.0% | 0.0% | 12 | +284,861 | 14.13% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,160,365 | 2,462 | 0.0% | 0.0% | 13 | +214,779 | 11.04% | Q2 2026 | Aug 13, 2026 |
| Nantahala Capital Management, LLC | History | No change | 2,000,000 | 2,280 | 0.08% | 0.1% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,981,859 | 2,259 | 0.0% | 0.0% | 15 | +255,492 | 14.8% | Q2 2026 | Sep 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 1,908,797 | 2,176 | 0.0% | 0.0% | 16 | +129,496 | 7.28% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 1,871,059 | 2,133 | 0.0% | 0.0% | 17 | +535,731 | 40.12% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,779,707 | 2,028 | 0.0% | 0.0% | 18 | -615,508 | -25.7% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 1,374,950 | 1,567 | 0.0% | 0.0% | 19 | +599,479 | 77.31% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,223,963 | 1,395 | 0.0% | 0.0% | 20 | -609,165 | -33.23% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 1,124,570 | 1,282 | 0.0% | 0.0% | 21 | -1,730,016 | -60.6% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,101,921 | 1,256 | 0.0% | 0.0% | 22 | -3,198 | -0.29% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 839,729 | 957 | 0.03% | 0.03% | 23 | +206,476 | 32.61% | Q2 2026 | Jul 08, 2026 |
| MORGAN STANLEY | History | Added to | 701,540 | 799 | 0.0% | 0.0% | 24 | +120,213 | 20.68% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Reduced | 694,928 | 792 | 0.0% | 0.0% | 25 | -25,211 | -3.5% | Q2 2026 | Aug 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Added to | 666,954 | 760 | 0.05% | 0.04% | 26 | +291,000 | 77.4% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 626,160 | 713 | 0.0% | 0.0% | 27 | +615,769 | 5925.98% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 619,149 | 705 | 0.0% | 0.0% | 28 | -31,702 | -4.87% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | No change | 596,599 | 680 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | New | 562,423 | 641 | 0.01% | — | 30 | +562,423 | New | Q2 2026 | Aug 04, 2026 |
| Quantinno Capital Management LP | History | New | 562,123 | 640 | 0.0% | — | 31 | +562,123 | New | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 545,740 | 622 | 0.0% | 0.0% | 32 | +369,174 | 209.09% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 531,813 | 606 | 0.0% | 0.0% | 33 | -69,495 | -11.56% | Q2 2026 | Aug 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 466,519 | 531 | 0.0% | 0.0% | 34 | +230,408 | 97.58% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 458,750 | 522 | 0.0% | 0.0% | 35 | -2,304,612 | -83.4% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 354,910 | 493 | 0.0% | 0.0% | 36 | +115,980 | 48.54% | Q2 2026 | Aug 14, 2026 |
| Eversept Partners, LP | History | New | 427,095 | 486 | 0.03% | — | 37 | +427,095 | New | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 358,627 | 408 | 0.0% | 0.0% | 38 | -563,296 | -61.1% | Q2 2026 | Aug 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 323,600 | 368 | 0.0% | 0.0% | 39 | +36,100 | 12.56% | Q2 2026 | Aug 14, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 315,737 | 359 | 0.14% | 0.2% | 40 | +7,737 | 2.51% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 308,115 | 352 | 0.0% | 0.0% | 41 | +58,960 | 23.66% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 307,503 | 350 | 0.0% | 0.0% | 42 | +577 | 0.19% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 300,367 | 342 | 0.0% | 0.0% | 43 | +103,806 | 52.81% | Q2 2026 | Aug 06, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 299,815 | 341 | 0.0% | 0.0% | 44 | +81,428 | 37.29% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 294,900 | 336 | 0.0% | — | 45 | +294,900 | New | Q2 2026 | Aug 17, 2026 |
| ALPS ADVISORS INC | History | Added to | 272,262 | 310 | 0.0% | 0.0% | 46 | +54,192 | 24.85% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 269,040 | 298 | 0.0% | 0.0% | 47 | +154,993 | 135.9% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 256,883 | 292 | 0.0% | 0.0% | 48 | +67,396 | 35.57% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 251,014 | 286 | 0.0% | 0.0% | 49 | +213,713 | 572.94% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 246,078 | 279 | 0.0% | 0.0% | 50 | +100,000 | 68.46% | Q2 2026 | Jul 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 236,916 | 270 | 0.0% | 0.0% | 51 | +138,423 | 140.54% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 220,561 | 251 | 0.0% | 0.0% | 52 | +118,416 | 115.93% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 207,759 | 236 | 0.0% | 0.01% | 53 | -40,593 | -16.34% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 180,002 | 205 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 170,955 | 194 | 0.0% | 0.0% | 55 | -536,790 | -75.85% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Reduced | 155,396 | 177 | 0.0% | 0.0% | 56 | -102,458 | -39.73% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | New | 154,256 | 175 | 0.0% | — | 57 | +154,256 | New | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 152,878 | 174 | 0.0% | 0.0% | 58 | +60,608 | 65.69% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 141,400 | 161 | 0.0% | 0.0% | 59 | +47,811 | 51.09% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 112,474 | 157 | 0.0% | 0.0% | 60 | +93,740 | 500.37% | Q2 2026 | Jul 15, 2026 |
| BARCLAYS PLC | History | Reduced | 128,358 | 146 | 0.0% | 0.0% | 61 | -13,834 | -9.73% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 119,005 | 135 | 0.0% | 0.0% | 62 | -24,242 | -16.92% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | New | 112,117 | 127 | 0.0% | — | 64 | +112,117 | New | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 111,756 | 127 | 0.0% | 0.0% | 63 | +100,064 | 855.83% | Q2 2026 | Aug 19, 2026 |
| FIDUCIARY TRUST CO | History | No change | 100,000 | 114 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 95,516 | 108 | 0.0% | 0.0% | 66 | +10,000 | 11.69% | Q2 2026 | Aug 07, 2026 |
| IEQ CAPITAL, LLC | History | New | 92,379 | 105 | 0.0% | — | 67 | +92,379 | New | Q2 2026 | Aug 11, 2026 |
| Jain Global LLC | History | New | 91,416 | 104 | 0.0% | — | 68 | +91,416 | New | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 87,722 | 100 | 0.0% | 0.0% | 69 | +71,616 | 444.65% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 85,049 | 97 | 0.01% | — | 70 | +85,049 | New | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | Added to | 80,948 | 92 | 0.0% | 0.0% | 71 | +51,115 | 171.34% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 79,941 | 91 | 0.0% | 0.0% | 72 | -585,689 | -87.99% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 79,100 | 90 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Headlands Technologies LLC | History | Added to | 77,992 | 88 | 0.01% | 0.01% | 74 | +29,334 | 60.29% | Q2 2026 | Aug 12, 2026 |
| Abel Hall, LLC | History | New | 75,438 | 85 | 0.01% | — | 75 | +75,438 | New | Q2 2026 | Jul 24, 2026 |
| SEI INVESTMENTS CO | History | Added to | 74,383 | 84 | 0.0% | 0.0% | 76 | +24,449 | 48.96% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 71,892 | 81 | 0.0% | 0.0% | 77 | +2,919 | 4.23% | Q2 2026 | Sep 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 69,926 | 79 | 0.0% | 0.0% | 78 | -4,751 | -6.36% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 69,085 | 78 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 67,500 | 76 | 0.0% | 0.0% | 80 | -1,521,074 | -95.75% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 63,750 | 72 | 0.0% | 0.0% | 81 | +37,729 | 144.99% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 62,220 | 70 | 0.0% | 0.0% | 82 | -3,845 | -5.82% | Q2 2026 | Aug 10, 2026 |
| Squarepoint Ops LLC | History | Reduced | 59,427 | 67 | 0.0% | 0.0% | 83 | -363,401 | -85.95% | Q2 2026 | Aug 14, 2026 |
| CWA Asset Management Group, LLC | History | No change | 59,000 | 67 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 57,902 | 66 | 0.0% | 0.0% | 85 | -15,000 | -20.58% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 54,999 | 62 | 0.0% | 0.0% | 86 | +15,897 | 40.66% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 54,006 | 61 | 0.0% | — | 88 | +54,006 | New | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 54,334 | 61 | 0.0% | 0.0% | 87 | +9,931 | 22.37% | Q2 2026 | Aug 12, 2026 |
| PDS Planning, Inc | History | No change | 50,000 | 57 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 43,884 | 50 | 0.0% | 0.0% | 90 | +3,610 | 8.96% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 40,134 | 45 | 0.0% | — | 91 | +40,134 | New | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 38,648 | 44 | 0.0% | — | 92 | +38,648 | New | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 38,568 | 43 | 0.0% | 0.0% | 93 | +7,424 | 23.84% | Q2 2026 | Aug 05, 2026 |
| Gotham Asset Management, LLC | History | Added to | 36,053 | 41 | 0.0% | 0.0% | 94 | +8,881 | 32.68% | Q2 2026 | Aug 14, 2026 |
| Scientech Research LLC | History | New | 35,190 | 40 | 0.03% | — | 95 | +35,190 | New | Q2 2026 | Aug 14, 2026 |
| Empirical Asset Management, LLC | History | No change | 35,000 | 39 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ProShare Advisors LLC | History | Reduced | 33,836 | 38 | 0.0% | 0.0% | 97 | -2,868 | -7.81% | Q2 2026 | Aug 11, 2026 |
| Neuberger Berman Group LLC | History | New | 33,143 | 37 | 0.0% | — | 98 | +33,143 | New | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 26,138 | 36 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 31,321 | 35 | 0.0% | 0.0% | 100 | -21,384 | -40.57% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 30,170 | 34 | 0.0% | 0.0% | 101 | -99,000 | -76.64% | Q2 2026 | Aug 07, 2026 |
| Legal & General Group Plc | History | Added to | 26,300 | 29 | 0.0% | 0.0% | 102 | +4,808 | 22.37% | Q2 2026 | Aug 14, 2026 |
| R Squared Ltd | History | New | 25,295 | 28 | 0.01% | — | 104 | +25,295 | New | Q2 2026 | Aug 05, 2026 |
| XPONANCE LLC | History | Added to | 24,606 | 28 | 0.0% | 0.0% | 103 | +1,824 | 8.01% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 24,230 | 27 | 0.0% | — | 106 | +24,080 | 16053.33% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Added to | 23,770 | 27 | 0.0% | — | 105 | +23,359 | 5683.45% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 23,677 | 26 | 0.0% | 0.0% | 107 | -124,415 | -84.01% | Q2 2026 | Aug 14, 2026 |
| NICOLET BANKSHARES INC | History | No change | 20,000 | 26 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 22,575 | 25 | 0.0% | 0.0% | 109 | -251,856 | -91.77% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 22,177 | 25 | 0.0% | — | 110 | +22,177 | New | Q2 2026 | Aug 11, 2026 |
| Chicago Partners Investment Group LLC | History | New | 19,400 | 23 | 0.0% | — | 113 | +19,400 | New | Q2 2026 | Jul 29, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 21,038 | 23 | 0.0% | 0.01% | 112 | +38 | 0.18% | Q2 2026 | Jul 27, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 20,887 | 23 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | New | 20,000 | 22 | 0.02% | — | 115 | +20,000 | New | Q2 2026 | Aug 11, 2026 |
| BRIGHTON JONES LLC | History | New | 19,650 | 22 | 0.0% | — | 114 | +19,650 | New | Q2 2026 | Aug 11, 2026 |
| Alta Wealth Advisors LLC | History | New | 18,164 | 20 | 0.01% | — | 117 | +18,164 | New | Q2 2026 | Jul 30, 2026 |
| Massar Capital Management, LP | History | New | 17,801 | 20 | 0.0% | — | 118 | +17,801 | New | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 18,312 | 20 | 0.0% | 0.0% | 116 | +6,324 | 52.75% | Q2 2026 | Aug 04, 2026 |
| HB Wealth Management, LLC | History | New | 16,881 | 19 | 0.0% | — | 119 | +16,881 | New | Q2 2026 | Jul 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 16,146 | 18 | 0.0% | — | 120 | +16,146 | New | Q2 2026 | Aug 11, 2026 |
| State of Wyoming | History | New | 16,125 | 18 | 0.0% | — | 121 | +16,125 | New | Q2 2026 | Aug 06, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 15,300 | 17 | 0.0% | 0.0% | 122 | +300 | 2.0% | Q2 2026 | Jul 23, 2026 |
| Carr Financial Group Corp | History | No change | 15,581 | 17 | 0.0% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | New | 14,412 | 16 | 0.0% | — | 126 | +14,412 | New | Q2 2026 | Jul 20, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 14,267 | 16 | 0.0% | 0.0% | 125 | +1,517 | 11.9% | Q2 2026 | Aug 13, 2026 |
| Traynor Capital Management, Inc. | History | No change | 14,600 | 16 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Unified Investment Management | History | Reduced | 14,000 | 15 | 0.01% | 0.03% | 127 | -4,000 | -22.22% | Q2 2026 | Jul 27, 2026 |
| Proficio Capital Partners LLC | History | New | 12,725 | 14 | 0.0% | — | 132 | +12,725 | New | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | New | 12,474 | 14 | 0.0% | — | 133 | +12,474 | New | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 12,219 | 14 | 0.0% | 0.0% | 129 | -3,690 | -23.19% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 12,610 | 14 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Independent Wealth Network Inc. | History | No change | 13,003 | 14 | 0.0% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Forum Finance Group S.A. | History | No change | 14,973 | 14 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 12,000 | 13 | 0.0% | 0.01% | 136 | -4,000 | -25.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Private Trust Co. | History | No change | 12,250 | 13 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,937 | 13 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| James J. Burns & Company, LLC | History | No change | 11,448 | 13 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 11,159 | 12 | 0.0% | 0.0% | 138 | -737 | -6.2% | Q2 2026 | Aug 12, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 10,000 | 11 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | No change | 10,000 | 11 | 0.0% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,843 | 9 | 0.0% | — | 142 | +7,843 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,039 | 9 | 0.0% | 0.0% | 141 | +2,870 | 55.52% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | Added to | 7,770 | 8 | 0.0% | 0.0% | 143 | +4,635 | 147.85% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 3,547 | 4 | 0.0% | 0.0% | 144 | -10,157 | -74.12% | Q2 2026 | Aug 24, 2026 |
| Essential Partners LLC | History | Added to | 3,350 | 3 | 0.0% | — | 146 | +2,736 | 445.6% | Q2 2026 | Aug 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,088 | 3 | 0.0% | 0.0% | 145 | +55 | 1.81% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,195 | 2 | 0.0% | — | 147 | +2,031 | 1238.41% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,997 | 2 | 0.0% | — | 149 | +1,470 | 278.94% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,995 | 2 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,871 | 2 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Activest Wealth Management | History | No change | 2,000 | 2 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Gen-Wealth Partners Inc | History | No change | 2,295 | 2 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,362 | 1 | 0.0% | 0.0% | 153 | -6,270 | -82.15% | Q2 2026 | Jul 28, 2026 |
| Buck Wealth Strategies, LLC | History | New | 1,100 | 1 | 0.0% | — | 155 | +1,100 | New | Q2 2026 | Jul 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,400 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -976,937 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -675,656 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -415,988 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Rafferty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -327,110 | -100.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -244,453 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -201,749 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SAPIENT CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200,000 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Round Rock Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -166,089 | -100.0% | Q2 2026 | Aug 12, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -147,109 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Elevation Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -120,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 60 | 0 | — | 0.03% | — | -103,592 | -99.94% | Q2 2026 | Aug 04, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -89,261 | -100.0% | Q2 2026 | Aug 06, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -84,484 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -79,587 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73,069 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Orchard Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -53,510 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -42,434 | -100.0% | Q2 2026 | Jul 13, 2026 |
| E Fund Management Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -41,119 | -100.0% | Q2 2026 | Aug 10, 2026 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -37,335 | -100.0% | Q2 2026 | Jul 23, 2026 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,373 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,074 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,692 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,511 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,394 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,095 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Eaton Financial Holdings Company, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,800 | -100.0% | Q2 2026 | Aug 04, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,443 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -10,900 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,756 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 39 | 0 | — | 0.0% | — | -4,500 | -99.14% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 778 | 0 | — | — | — | +778 | New | Q2 2026 | Aug 07, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 725 | 0 | — | — | — | +725 | New | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | New | 678 | 0 | — | — | — | +678 | New | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | Added to | 711 | 0 | — | — | — | +665 | 1445.65% | Q2 2026 | Jul 16, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 551 | 0 | — | — | — | +531 | 2655.0% | Q2 2026 | Jul 22, 2026 |
| Parkside Financial Bank & Trust | History | New | 465 | 0 | — | — | — | +465 | New | Q2 2026 | Sep 04, 2026 |
| Cornerstone Planning Group LLC | History | New | 413 | 0 | — | — | — | +413 | New | Q2 2026 | Jul 29, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -399 | -100.0% | Q2 2026 | Jul 29, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | — | — | -382 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Quarry LP | History | New | 225 | 0 | — | — | — | +225 | New | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | Reduced | 180 | 0 | — | — | — | -210 | -53.85% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | New | 166 | 0 | — | — | — | +166 | New | Q2 2026 | Jul 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -149 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 320 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sunbelt Securities, Inc. | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 856 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 756 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 500 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 327 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |