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 | No change | 19,986,374 | 22,784 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 11,322,143 | 12,907 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,151,524 | 10,432 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 8,970,363 | 8,246 | 0.01% | 0.01% | 4 | +4,965,496 | 123.99% | Q3 2026 | Nov 09, 2026 |
| STATE STREET CORP | History | No change | 5,390,853 | 6,145 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 6,345,692 | 5,839 | 0.0% | 0.0% | 6 | -381,610 | -5.67% | Q3 2026 | Nov 06, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 4,273,026 | 4,871 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,689,167 | 4,205 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 3,196,605 | 3,644 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,533,977 | 2,888 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 2,436,673 | 2,777 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,300,438 | 2,622 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,160,365 | 2,462 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nantahala Capital Management, LLC | History | No change | 2,000,000 | 2,280 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,981,859 | 2,259 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,908,797 | 2,176 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,779,707 | 2,028 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 2,120,856 | 1,951 | 0.0% | 0.0% | 18 | +249,797 | 13.35% | Q3 2026 | Nov 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,223,963 | 1,395 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 1,461,231 | 1,344 | 0.0% | 0.0% | 20 | +86,281 | 6.28% | Q3 2026 | Nov 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,101,921 | 1,256 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 701,540 | 799 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 868,227 | 798 | 0.02% | 0.03% | 23 | +28,498 | 3.39% | Q3 2026 | Oct 13, 2026 |
| Invesco Ltd. | History | No change | 694,928 | 792 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 666,954 | 760 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 626,160 | 713 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 562,123 | 640 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 619,149 | 569 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Nuveen, LLC | History | Added to | 599,399 | 551 | 0.0% | 0.0% | 29 | +2,800 | 0.47% | Q3 2026 | Nov 10, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 466,519 | 531 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 458,750 | 522 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 354,910 | 493 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eversept Partners, LP | History | No change | 427,095 | 486 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 323,600 | 368 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 308,115 | 352 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 366,672 | 337 | 0.12% | 0.14% | 36 | +50,935 | 16.13% | Q3 2026 | Nov 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 294,900 | 336 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ALPS ADVISORS INC | History | Added to | 364,094 | 334 | 0.0% | 0.0% | 38 | +91,832 | 33.73% | Q3 2026 | Nov 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 269,040 | 298 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 251,014 | 286 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 306,549 | 282 | 0.0% | 0.0% | 41 | -954 | -0.31% | Q3 2026 | Nov 10, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 295,653 | 271 | 0.0% | 0.0% | 42 | -4,714 | -1.57% | Q3 2026 | Nov 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 236,916 | 270 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 220,561 | 251 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 207,759 | 236 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 240,285 | 221 | 0.0% | 0.0% | 46 | +98,885 | 69.93% | Q3 2026 | Nov 04, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 230,453 | 212 | 0.0% | 0.0% | 47 | -15,625 | -6.35% | Q3 2026 | Oct 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 223,858 | 205 | 0.0% | 0.0% | 48 | -33,025 | -12.86% | Q3 2026 | Nov 06, 2026 |
| Wealthspire Advisors, LLC | History | No change | 180,002 | 205 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 170,955 | 194 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 196,102 | 180 | 0.0% | 0.0% | 51 | -103,713 | -34.59% | Q3 2026 | Nov 10, 2026 |
| Man Group plc | History | No change | 155,396 | 177 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Added to | 192,008 | 176 | 0.01% | 0.0% | 53 | +175,883 | 1090.75% | Q3 2026 | Oct 28, 2026 |
| Mariner, LLC | History | No change | 154,256 | 175 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 152,878 | 174 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Added to | 155,290 | 142 | 0.0% | 0.0% | 56 | +26,932 | 20.98% | Q3 2026 | Nov 06, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 147,574 | 135 | 0.0% | 0.0% | 58 | +55,195 | 59.75% | Q3 2026 | Nov 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 119,005 | 135 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 111,756 | 127 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cerity Partners LLC | History | No change | 112,117 | 127 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 135,515 | 124 | 0.0% | 0.0% | 61 | -410,225 | -75.17% | Q3 2026 | Nov 02, 2026 |
| FIDUCIARY TRUST CO | History | No change | 100,000 | 114 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | No change | 91,416 | 104 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 87,722 | 100 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | New | 106,300 | 97 | 0.0% | — | 66 | +106,300 | New | Q3 2026 | Oct 30, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 85,049 | 97 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHOREO, LLC | History | Reduced | 101,310 | 93 | 0.0% | 0.01% | 67 | -461,113 | -81.99% | Q3 2026 | Oct 28, 2026 |
| Focus Partners Wealth | History | No change | 80,948 | 92 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 79,941 | 91 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 98,150 | 90 | 0.0% | 0.0% | 71 | +2,634 | 2.76% | Q3 2026 | Nov 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 79,100 | 90 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Headlands Technologies LLC | History | No change | 77,992 | 88 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 71,892 | 81 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 69,926 | 79 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 67,500 | 76 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 78,524 | 72 | 0.0% | 0.0% | 77 | +19,097 | 32.14% | Q3 2026 | Nov 09, 2026 |
| Brevan Howard Capital Management LP | History | No change | 63,750 | 72 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 74,383 | 68 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 57,902 | 66 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 69,085 | 63 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Arax Advisory Partners | History | No change | 54,999 | 62 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 54,006 | 61 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 43,884 | 50 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 54,334 | 49 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 40,134 | 45 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 38,648 | 44 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 36,053 | 41 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Scientech Research LLC | History | No change | 35,190 | 40 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 43,000 | 39 | 0.0% | 0.0% | 89 | -16,000 | -27.12% | Q3 2026 | Oct 19, 2026 |
| Empirical Asset Management, LLC | History | No change | 35,000 | 39 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | No change | 33,143 | 37 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 39,250 | 36 | 0.0% | 0.0% | 92 | +682 | 1.77% | Q3 2026 | Nov 09, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 31,321 | 35 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Private Wealth Management, LLC | History | New | 37,335 | 34 | 0.01% | — | 94 | +37,335 | New | Q3 2026 | Oct 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 32,447 | 29 | 0.0% | 0.0% | 96 | -1,389 | -4.11% | Q3 2026 | Oct 28, 2026 |
| Legal & General Group Plc | History | No change | 26,300 | 29 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 30,784 | 28 | 0.0% | 0.0% | 97 | +614 | 2.04% | Q3 2026 | Nov 10, 2026 |
| MAI Capital Management | History | No change | 23,770 | 27 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 24,230 | 27 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 28,527 | 26 | 0.0% | 0.0% | 101 | +10,215 | 55.78% | Q3 2026 | Nov 02, 2026 |
| R Squared Ltd | History | Added to | 28,350 | 26 | 0.01% | 0.01% | 103 | +3,055 | 12.08% | Q3 2026 | Nov 05, 2026 |
| HSBC HOLDINGS PLC | History | No change | 23,677 | 26 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NICOLET BANKSHARES INC | History | No change | 20,000 | 26 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 22,177 | 25 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC WORLD MARKET INC. | History | New | 25,500 | 23 | 0.0% | — | 107 | +25,500 | New | Q3 2026 | Nov 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 20,887 | 23 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 21,038 | 23 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XPONANCE LLC | History | Reduced | 24,179 | 22 | 0.0% | 0.0% | 108 | -427 | -1.74% | Q3 2026 | Nov 03, 2026 |
| Alta Wealth Advisors LLC | History | No change | 18,164 | 20 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Massar Capital Management, LP | History | No change | 17,801 | 20 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 22,217 | 18 | 0.0% | 0.0% | 111 | -90,257 | -80.25% | Q3 2026 | Oct 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 14,267 | 16 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | New | 17,145 | 15 | 0.0% | — | 113 | +17,145 | New | Q3 2026 | Nov 03, 2026 |
| Proficio Capital Partners LLC | History | No change | 12,725 | 14 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 12,474 | 14 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Forum Finance Group S.A. | History | No change | 14,973 | 14 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 14,482 | 13 | 0.0% | 0.0% | 117 | -1,110,088 | -98.71% | Q3 2026 | Nov 04, 2026 |
| PDS Planning, Inc | History | Reduced | 15,000 | 13 | 0.0% | 0.0% | 118 | -35,000 | -70.0% | Q3 2026 | Nov 03, 2026 |
| Traynor Capital Management, Inc. | History | No change | 14,600 | 13 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Auxano Advisors, LLC | History | New | 14,000 | 12 | 0.0% | — | 121 | +14,000 | New | Q3 2026 | Nov 06, 2026 |
| Unified Investment Management | History | No change | 14,000 | 12 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Legacy Private Trust Co. | History | No change | 12,250 | 11 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Independent Wealth Network Inc. | History | No change | 13,003 | 11 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| WEALTH EFFECTS LLC | History | No change | 12,000 | 11 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Northern Lights Advisors, Inc. | History | New | 11,856 | 10 | 0.01% | — | 127 | +11,856 | New | Q3 2026 | Oct 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 11,159 | 10 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| James J. Burns & Company, LLC | History | No change | 11,448 | 10 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 10,472 | 9 | 0.0% | 0.0% | 129 | -51,748 | -83.17% | Q3 2026 | Nov 09, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 10,800 | 9 | 0.0% | 0.0% | 130 | -4,500 | -29.41% | Q3 2026 | Oct 16, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,843 | 9 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | No change | 10,000 | 9 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,712 | 8 | 0.0% | — | 132 | +7,934 | 1019.79% | Q3 2026 | Nov 06, 2026 |
| Allworth Financial LP | History | No change | 7,770 | 8 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Sterling Capital Management LLC | History | Added to | 8,112 | 7 | 0.0% | 0.0% | 134 | +6,750 | 495.59% | Q3 2026 | Oct 22, 2026 |
| GAMMA Investing LLC | History | New | 6,614 | 6 | 0.0% | — | 135 | +6,614 | New | Q3 2026 | Oct 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 4,650 | 4 | 0.0% | 0.0% | 137 | -527,163 | -99.13% | Q3 2026 | Nov 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,422 | 4 | 0.0% | 0.0% | 138 | -2,617 | -32.55% | Q3 2026 | Oct 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 3,547 | 4 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,355 | 2 | 0.0% | 0.0% | 140 | -733 | -23.74% | Q3 2026 | Oct 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,995 | 2 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,871 | 2 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gen-Wealth Partners Inc | History | No change | 2,295 | 2 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Essential Partners LLC | History | Reduced | 1,485 | 1 | 0.0% | 0.0% | 147 | -1,865 | -55.67% | Q3 2026 | Oct 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,115 | 1 | 0.0% | — | 144 | +564 | 102.36% | Q3 2026 | Oct 26, 2026 |
| Activest Wealth Management | History | No change | 2,000 | 1 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 1,100 | 1 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,400 | 1 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -358,627 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -75,438 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,575 | -100.0% | Q3 2026 | Nov 10, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | Closed out | 0 | 0 | — | 0.02% | — | -20,000 | -100.0% | Q3 2026 | Oct 21, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,650 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,400 | -100.0% | Q3 2026 | Oct 26, 2026 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,881 | -100.0% | Q3 2026 | Oct 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -16,146 | -100.0% | Q3 2026 | Nov 10, 2026 |
| Carr Financial Group Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -15,581 | -100.0% | Q3 2026 | Nov 10, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,412 | -100.0% | Q3 2026 | Nov 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,610 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,219 | -100.0% | Q3 2026 | Nov 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,937 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Clear Harbor Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2026 | Nov 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 154 | 0 | — | 0.0% | — | -2,041 | -92.98% | Q3 2026 | Nov 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 289 | 0 | — | 0.0% | — | -1,708 | -85.53% | Q3 2026 | Nov 04, 2026 |
| Global Retirement Partners, LLC | History | New | 690 | 0 | — | — | — | +690 | New | Q3 2026 | Nov 10, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -678 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,045 | 0 | — | — | — | +580 | 124.73% | Q3 2026 | Oct 27, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -500 | -100.0% | Q3 2026 | Nov 10, 2026 |
| True Wealth Design, LLC | History | Reduced | 247 | 0 | — | — | — | -464 | -65.26% | Q3 2026 | Oct 13, 2026 |
| Root Financial Partners, LLC | History | New | 416 | 0 | — | — | — | +416 | New | Q3 2026 | Oct 21, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -413 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 344 | 0 | — | — | — | +305 | 782.05% | Q3 2026 | Oct 21, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 938 | 0 | — | — | — | +213 | 29.38% | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 44 | 0 | — | — | — | -122 | -73.49% | Q3 2026 | Oct 16, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 56 | 0 | — | — | — | +56 | New | Q3 2026 | Oct 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 57 | 0 | — | — | — | -3 | -5.0% | Q3 2026 | Oct 29, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 320 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Bogart Wealth, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Larson Financial Group LLC | History | No change | 856 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Truvestments Capital LLC | History | No change | 756 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | No change | 225 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 327 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 180 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |