Altimmune, Inc. - ALT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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 20,385,284 61,971 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
Deep Track Capital, LP History No change 19,250,000 58,520 0.85% 0.85% 2 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 12,098,540 36,779 0.0% 0.0% 3 0 0.0% Q2 2026 Sep 22, 2026
TCG Crossover Management, LLC History No change 10,000,000 30,400 0.73% 0.73% 4 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 8,177,752 24,860 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 7,330,265 22,284 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 6,841,055 20,796 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 13, 2026
VIKING GLOBAL INVESTORS LP History No change 6,700,000 20,368 0.06% 0.06% 8 0 0.0% Q2 2026 Aug 14, 2026
RA CAPITAL MANAGEMENT, L.P. History No change 6,500,000 19,760 0.17% 0.17% 9 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 5,011,314 15,238 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 12, 2026
Woodline Partners LP History No change 3,400,312 10,336 0.03% 0.03% 11 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 3,309,122 10,059 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 2,856,078 8,682 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
Trails Edge Capital Partners, LP History No change 2,660,000 8,086 1.28% 1.28% 14 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 2,405,354 7,312 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 11, 2026
TWO SIGMA INVESTMENTS, LP History No change 2,381,142 7,238 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 2,214,450 6,731 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 1,742,559 5,297 0.0% 0.0% 18 0 0.0% Q2 2026 Sep 02, 2026
GREAT POINT PARTNERS LLC History No change 1,741,232 5,293 1.0% 1.0% 19 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 1,599,226 4,861 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
Weiss Asset Management LP History No change 1,530,803 4,653 0.05% 0.05% 21 0 0.0% Q2 2026 Aug 14, 2026
Nantahala Capital Management, LLC History No change 1,500,000 4,560 0.15% 0.15% 22 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 1,293,001 3,930 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 1,263,000 3,839 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 13, 2026
Cormorant Asset Management, LP History No change 1,250,000 3,800 0.19% 0.19% 25 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,220,949 3,711 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 866,385 2,633 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 758,435 2,305 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 757,919 2,304 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
Ghisallo Capital Management LLC History No change 750,000 2,280 0.04% 0.04% 30 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 748,974 2,276 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
Hennion & Walsh Asset Management, Inc. History Added to 744,997 2,130 0.06% 0.04% 32 +226,799 43.77% Q3 2026 Oct 13, 2026
Bank of New York Mellon Corp History No change 689,713 2,096 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 06, 2026
SIMPLEX TRADING, LLC History Added to 708,216 2,025 0.0% 0.0% 34 +193,916 37.7% Q3 2026 Nov 04, 2026
TANG CAPITAL MANAGEMENT LLC History No change 666,022 2,024 0.09% 0.09% 35 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 624,499 1,898 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History Added to 646,600 1,849 0.0% 0.0% 37 +215,000 49.81% Q3 2026 Nov 05, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 626,553 1,792 0.0% 0.0% 38 -12,883 -2.01% Q3 2026 Nov 04, 2026
Point72 Asset Management, L.P. History No change 486,884 1,480 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
Rock Springs Capital Management LP History No change 471,465 1,433 0.07% 0.07% 40 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 420,300 1,277 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
Beirne Wealth Consulting Services, LLC History No change 421,858 1,206 0.24% 0.26% 42 0 0.0% Q3 2026 Oct 19, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 371,176 1,128 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 351,587 1,068 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 332,592 1,011 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 309,606 941 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 11, 2026
Janney Montgomery Scott LLC History No change 302,610 920 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 05, 2026
LMR Partners LLP History No change 300,000 912 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 276,800 841 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 266,671 810 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 13, 2026
ALPS ADVISORS INC History Added to 255,875 731 0.0% 0.0% 51 +58,501 29.64% Q3 2026 Nov 02, 2026
MANGROVE PARTNERS IM, LLC History No change 239,280 727 0.05% 0.05% 52 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 237,522 722 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 12, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 240,136 686 0.15% 0.16% 54 +4,000 1.69% Q3 2026 Oct 20, 2026
Rafferty Asset Management, LLC History No change 225,060 684 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 217,430 660 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 202,380 615 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 201,638 612 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 210,431 601 0.0% 0.0% 59 -4,143 -1.93% Q3 2026 Nov 02, 2026
DEUTSCHE BANK AG\ History No change 195,014 592 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 07, 2026
STIFEL FINANCIAL CORP History No change 192,368 584 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 12, 2026
Jump Financial, LLC History No change 190,000 577 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 13, 2026
Man Group plc History No change 173,872 528 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 165,390 503 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
Knoll Capital Management, LLC History No change 160,000 486 0.23% 0.23% 65 0 0.0% Q2 2026 Sep 09, 2026
Birchview Capital, LP History No change 152,681 464 0.22% 0.22% 66 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Reduced 161,008 460 0.0% 0.0% 67 -57,273 -26.24% Q3 2026 Nov 02, 2026
ALLIANCEBERNSTEIN L.P. History No change 140,850 433 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 140,846 402 0.0% 0.0% 69 -153,102 -52.08% Q3 2026 Nov 04, 2026
Brevan Howard Capital Management LP History No change 130,781 397 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 128,088 389 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 14, 2026
Virtus Investment Advisers, LLC History No change 125,363 381 0.09% 0.09% 72 0 0.0% Q2 2026 Aug 11, 2026
LPL Financial LLC History No change 121,952 370 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 07, 2026
WEALTH EFFECTS LLC History Added to 125,950 360 0.1% 0.1% 74 +3,300 2.69% Q3 2026 Oct 23, 2026
MetLife Investment Management, LLC History No change 116,856 355 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 117,682 355 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History No change 110,000 334 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 17, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 103,500 314 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
Susquehanna Portfolio Strategies, LLC History No change 103,374 314 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 106,625 313 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 12, 2026
ADAR1 Capital Management, LLC History No change 102,823 312 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 101,123 307 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 100,000 304 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial Wealth Advisors, LLC History No change 103,288 295 0.04% 0.04% 84 0 0.0% Q3 2026 Oct 15, 2026
Leonteq Securities AG History Added to 100,000 286 0.01% 0.01% 85 +36,000 56.25% Q3 2026 Oct 29, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 87,300 265 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 83,837 254 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 75,045 228 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 71,600 217 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 68,571 208 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 66,954 203 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History No change 64,460 199 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
PROFUND ADVISORS LLC History Reduced 69,238 198 0.01% 0.01% 93 -44,360 -39.05% Q3 2026 Oct 28, 2026
Police & Firemen's Retirement System of New Jersey History No change 58,625 178 0.0% 0.0% 94 0 0.0% Q2 2026 Jul 23, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 56,743 172 0.0% 0.0% 95 0 0.0% Q2 2026 Sep 23, 2026
AXQ CAPITAL, LP History No change 56,810 172 0.02% 0.02% 96 0 0.0% Q2 2026 Aug 06, 2026
Corient Private Wealth LP History No change 54,226 164 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 53,115 161 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 19, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 52,747 160 0.0% 0.0% 99 0 0.0% Q2 2026 Jul 29, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 52,036 158 0.0% 0.0% 100 0 0.0% Q2 2026 Sep 09, 2026
Cetera Investment Advisers History No change 51,901 157 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 49,740 151 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
DCF Advisers, LLC History No change 51,700 147 0.03% 0.03% 103 0 0.0% Q3 2026 Nov 04, 2026
SG Americas Securities, LLC History No change 47,089 143 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 07, 2026
Caption Management, LLC History No change 46,617 141 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 45,911 139 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 10, 2026
Quantbot Technologies LP History No change 45,632 138 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 12, 2026
Graham Capital Management, L.P. History No change 44,940 136 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 43,696 132 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 06, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 39,783 120 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 12, 2026
Engineers Gate Manager LP History No change 38,037 115 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 36,000 109 0.01% 0.01% 112 0 0.0% Q2 2026 Jul 28, 2026
Cerity Partners LLC History No change 35,469 107 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 35,190 106 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 12, 2026
Schonfeld Strategic Advisors LLC History No change 35,077 106 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
China Universal Asset Management Co., Ltd. History Added to 35,492 105 0.01% 0.01% 117 +4,541 14.67% Q3 2026 Oct 27, 2026
MML INVESTORS SERVICES, LLC History No change 34,550 105 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 07, 2026
Sequoia Financial Advisors, LLC History No change 32,285 98 0.0% 0.0% 118 0 0.0% Q2 2026 Jul 17, 2026
E Fund Management Co., Ltd. History No change 31,734 96 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 10, 2026
HUB Investment Partners, LLC History Reduced 33,218 95 0.0% 0.0% 120 -101 -0.3% Q3 2026 Nov 03, 2026
BLAIR WILLIAM & CO/IL History No change 30,660 93 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 11, 2026
Vontobel Holding Ltd. History Added to 30,787 88 0.0% 0.0% 123 +5,787 23.15% Q3 2026 Oct 16, 2026
ProShare Advisors LLC History Reduced 30,867 88 0.0% 0.0% 122 -1,560 -4.81% Q3 2026 Oct 28, 2026
Concurrent Investment Advisors, LLC History Added to 28,650 81 0.0% 0.0% 124 +1 0.0% Q3 2026 Oct 16, 2026
PVG ASSET MANAGEMENT CORP History Reduced 27,095 77 0.05% 0.12% 125 -39,025 -59.02% Q3 2026 Oct 19, 2026
TWO SIGMA SECURITIES, LLC History No change 25,435 77 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 14, 2026
nVerses Capital, LLC History No change 24,408 74 0.11% 0.11% 127 0 0.0% Q2 2026 Aug 04, 2026
CAPTRUST FINANCIAL ADVISORS History No change 23,960 72 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History New 25,136 71 0.0% — 129 +25,136 New Q3 2026 Oct 16, 2026
PRINCIPAL FINANCIAL GROUP INC History New 23,384 66 0.0% — 131 +23,384 New Q3 2026 Nov 02, 2026
Walleye Capital LLC History No change 21,999 66 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 03, 2026
North Star Investment Management Corp. History Added to 23,000 65 0.0% 0.0% 133 +1,000 4.55% Q3 2026 Oct 27, 2026
RAYMOND JAMES FINANCIAL INC History No change 21,384 65 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 21,218 64 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 21,078 64 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
Voleon Capital Management LP History No change 20,715 62 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 19,289 58 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 19,000 57 0.0% 0.0% 138 0 0.0% Q2 2026 Jul 23, 2026
Jain Global LLC History No change 18,947 57 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
Vines Capital Management, LLC History No change 18,884 57 0.05% 0.05% 140 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 18,664 56 0.0% 0.0% 141 0 0.0% Q2 2026 Oct 27, 2026
Ameritas Investment Partners, Inc. History No change 18,039 54 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
Centiva Capital, LP History No change 17,938 54 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 13, 2026
XPONANCE LLC History Reduced 18,182 52 0.0% 0.0% 144 -735 -3.89% Q3 2026 Nov 03, 2026
SYON CAPITAL LLC History No change 17,118 52 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 17,000 51 0.0% 0.0% 146 0 0.0% Q2 2026 Jul 22, 2026
EverSource Wealth Advisors, LLC History Reduced 17,685 50 0.0% 0.0% 147 -2,032 -10.31% Q3 2026 Nov 04, 2026
EFG International AG History No change 16,500 50 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
WINTON GROUP Ltd History No change 16,100 48 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Personalized Indexing Management, LLC History No change 15,978 48 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 11, 2026
PKS Advisory Services, LLC History No change 15,600 47 0.01% 0.01% 151 0 0.0% Q3 2026 Oct 26, 2026
StoneX Group Inc. History New 16,212 46 0.0% — 154 +16,212 New Q3 2026 Nov 03, 2026
Atria Investments, Inc History Reduced 16,327 46 0.0% 0.0% 152 -2,690 -14.15% Q3 2026 Oct 15, 2026
Advisory Services Network, LLC History No change 15,260 46 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 12, 2026
Polymer Capital Management (US) LLC History No change 14,001 42 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 14, 2026
Sciencast Management LP History No change 13,566 41 0.01% 0.01% 156 0 0.0% Q2 2026 Jul 28, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 13,496 41 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 14, 2026
SMITH, MOORE & CO. History No change 13,205 40 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 12, 2026
R Squared Ltd History No change 13,264 40 0.02% 0.02% 159 0 0.0% Q2 2026 Aug 05, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 12,855 39 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 13,000 39 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 12,499 37 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 12, 2026
B. Riley Wealth Advisors, Inc. History New 12,585 35 0.0% — 164 +12,585 New Q3 2026 Oct 13, 2026
ROYAL BANK OF CANADA History No change 11,904 35 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 11,350 34 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 10, 2026
CIBC Bancorp USA Inc. History No change 10,974 33 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 11,052 33 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 10,850 32 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History No change 10,000 30 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 06, 2026
IPG Investment Advisors LLC History New 10,300 29 0.0% — 170 +10,300 New Q3 2026 Oct 29, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 9,940 28 0.0% 0.0% 172 +1,242 14.28% Q3 2026 Oct 28, 2026
JONES FINANCIAL COMPANIES LLLP History No change 10,156 28 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History Added to 8,742 25 0.0% — 173 +8,702 21755.0% Q3 2026 Nov 03, 2026
SBI Securities Co., Ltd. History Added to 8,550 24 0.0% 0.0% 174 +488 6.05% Q3 2026 Oct 21, 2026
Tower Research Capital LLC (TRC) History No change 7,477 22 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 6,892 20 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 11, 2026
Activest Wealth Management History No change 5,001 14 0.0% 0.0% 177 0 0.0% Q3 2026 Oct 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 4,154 12 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 13, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 4,186 11 0.0% 0.0% 181 +342 8.9% Q3 2026 Oct 26, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,860 11 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 07, 2026
Pacer Advisors, Inc. History No change 3,759 11 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History Reduced 3,741 10 0.0% 0.0% 182 -265 -6.62% Q3 2026 Oct 22, 2026
Meriwether Wealth & Planning, LLC History New 3,195 9 0.0% — 184 +3,195 New Q3 2026 Oct 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 3,100 9 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 2,737 8 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 24, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 2,433 7 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 04, 2026
HighMark Wealth Management LLC History No change 2,000 6 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 12, 2026
Blue Trust, Inc. History New 2,000 5 0.0% — 190 +2,000 New Q3 2026 Oct 15, 2026
NewEdge Advisors, LLC History No change 1,888 5 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 12, 2026
Optiver Holding B.V. History No change 1,910 5 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 12, 2026
Hurley Capital, LLC History New 1,552 4 0.0% — 191 +1,552 New Q3 2026 Nov 04, 2026
TSFG, LLC History New 1,000 3 0.0% — 193 +1,000 New Q3 2026 Oct 23, 2026
MassMutual Private Wealth & Trust, FSB History Added to 1,176 3 0.0% 0.0% 192 +176 17.6% Q3 2026 Oct 05, 2026
Transce3nd, LLC History New 1,000 2 0.0% — 198 +1,000 New Q3 2026 Oct 26, 2026
Farther Finance Advisors, LLC History Reduced 843 2 0.0% 0.0% 197 -201 -19.25% Q3 2026 Oct 08, 2026
NISA INVESTMENT ADVISORS, LLC History No change 895 2 0.0% 0.0% 194 0 0.0% Q3 2026 Oct 20, 2026
FEDERATED HERMES, INC. History No change 760 2 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 12, 2026
Strategic Wealth Partners, Ltd. History No change 700 2 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History Added to 464 1 0.0% — 201 +330 246.27% Q3 2026 Oct 08, 2026
Caitong International Asset Management Co., Ltd History Added to 547 1 0.0% — 200 +290 112.84% Q3 2026 Oct 29, 2026
ROTHSCHILD INVESTMENT LLC History No change 551 1 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 06, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Closed out 0 0 — 0.01% — -74,500 -100.0% Q3 2026 Oct 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Closed out 0 0 — 0.0% — -25,989 -100.0% Q3 2026 Oct 13, 2026
CHOREO, LLC History Closed out 0 0 — 0.0% — -16,709 -100.0% Q3 2026 Oct 28, 2026
BRIGHTON JONES LLC History Closed out 0 0 — 0.0% — -12,596 -100.0% Q3 2026 Nov 03, 2026
Abel Hall, LLC History Closed out 0 0 — 0.01% — -11,527 -100.0% Q3 2026 Oct 19, 2026
Cambridge Investment Research Advisors, Inc. History Closed out 0 0 — 0.0% — -11,206 -100.0% Q3 2026 Nov 02, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 — 0.0% — -1,507 -100.0% Q3 2026 Nov 05, 2026
Stone House Investment Management, LLC History Closed out 0 0 — 0.0% — -526 -100.0% Q3 2026 Oct 23, 2026
Essential Partners LLC History Reduced 90 0 — 0.0% — -310 -77.5% Q3 2026 Oct 14, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -306 -100.0% Q3 2026 Oct 07, 2026
TD PRIVATE CLIENT WEALTH LLC History New 283 0 — — — +283 New Q3 2026 Oct 28, 2026
SJS Investment Consulting Inc. History Reduced 1 0 — — — -233 -99.57% Q3 2026 Oct 26, 2026
RMG Wealth Management LLC History Closed out 0 0 — — — -225 -100.0% Q3 2026 Oct 26, 2026
True Wealth Design, LLC History Closed out 0 0 — — — -196 -100.0% Q3 2026 Oct 13, 2026
Commonwealth Retirement Investments LLC History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 26, 2026
FIRST HORIZON CORP History No change 3 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
HUNTINGTON NATIONAL BANK History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 100 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 328 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Parkside Financial Bank & Trust History No change 235 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Bogart Wealth, LLC History No change 298 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 286 0 — — — 0 0.0% Q3 2026 Oct 07, 2026
Bare Financial Services, Inc History No change 196 0 — — — 0 0.0% Q3 2026 Nov 04, 2026
Bernard Wealth Management Corp. History No change 15 0 — — — 0 0.0% Q2 2026 Aug 21, 2026