Amphastar Pharmaceuticals, Inc. - AMPH
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 | 5,224,934 | 105,439 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,382,991 | 61,508 | 0.01% | 0.01% | 2 | +77,884 | 3.38% | Q3 2026 | Nov 04, 2026 |
| STATE STREET CORP | History | No change | 1,642,126 | 33,138 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,481,952 | 29,905 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,176,626 | 23,744 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 1,066,322 | 21,518 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 969,840 | 19,575 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 949,238 | 19,155 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 887,048 | 17,900 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 809,568 | 16,337 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 642,014 | 12,956 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 525,100 | 10,596 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 505,360 | 10,198 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridge City Capital, LLC | History | Added to | 383,901 | 9,908 | 2.07% | 1.56% | 14 | +45,193 | 13.34% | Q3 2026 | Oct 29, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 437,384 | 8,826 | 0.18% | 0.18% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 434,840 | 8,775 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 393,110 | 7,932 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 387,530 | 7,820 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DENALI ADVISORS LLC | History | No change | 375,965 | 7,586 | 0.76% | 0.76% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHERN TRUST CORP | History | No change | 370,991 | 7,486 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 261,465 | 6,748 | 0.0% | 0.0% | 21 | +57,215 | 28.01% | Q3 2026 | Nov 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 310,178 | 6,259 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 298,954 | 6,032 | 0.11% | 0.11% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 294,758 | 5,948 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 248,115 | 5,006 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 246,951 | 4,983 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pacer Advisors, Inc. | History | No change | 241,181 | 4,867 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 232,343 | 4,688 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 224,478 | 4,529 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 208,651 | 4,210 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 181,122 | 3,655 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 178,734 | 3,606 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAM GROUP, INC. | History | No change | 130,800 | 3,375 | 1.7% | 1.31% | 33 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Empowered Funds, LLC | History | No change | 162,812 | 3,285 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 159,427 | 3,217 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 158,064 | 3,189 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 149,612 | 3,019 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 139,402 | 2,813 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 136,824 | 2,761 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 131,400 | 2,651 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 126,931 | 2,558 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BESSEMER GROUP INC | History | No change | 121,345 | 2,448 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 116,653 | 2,354 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 116,648 | 2,353 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 81,863 | 2,112 | 0.0% | 0.0% | 45 | +30,419 | 59.13% | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | Added to | 79,124 | 2,042 | 0.0% | 0.0% | 46 | +10,534 | 15.36% | Q3 2026 | Oct 21, 2026 |
| Nuveen, LLC | History | No change | 88,397 | 1,783 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 87,639 | 1,768 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 80,454 | 1,623 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | No change | 78,795 | 1,590 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 78,281 | 1,579 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 55,673 | 1,436 | 0.0% | 0.0% | 52 | -106 | -0.19% | Q3 2026 | Nov 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 68,244 | 1,377 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 51,808 | 1,337 | 0.0% | 0.0% | 54 | -14,599 | -21.98% | Q3 2026 | Oct 20, 2026 |
| Swiss National Bank | History | No change | 64,800 | 1,307 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SummerHaven Investment Management, LLC | History | Added to | 48,852 | 1,260 | 0.7% | 0.35% | 56 | +16,219 | 49.7% | Q3 2026 | Oct 19, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 48,708 | 1,257 | 0.03% | 0.03% | 57 | +24 | 0.05% | Q3 2026 | Oct 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 61,765 | 1,246 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 47,715 | 1,231 | 0.04% | 0.01% | 59 | +35,700 | 297.13% | Q3 2026 | Oct 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 57,563 | 1,192 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jump Financial, LLC | History | No change | 56,781 | 1,145 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 55,913 | 1,128 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polaris Capital Management, LLC | History | No change | 43,232 | 1,115 | 0.12% | 0.08% | 63 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Point72 Asset Management, L.P. | History | No change | 54,964 | 1,109 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 56,430 | 1,105 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 54,663 | 1,103 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 51,103 | 1,032 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 50,912 | 1,027 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 49,839 | 1,005 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XTX Topco Ltd | History | No change | 46,808 | 944 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 44,062 | 889 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 37,631 | 759 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 36,151 | 729 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 35,307 | 712 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 35,133 | 708 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brevan Howard Capital Management LP | History | No change | 34,201 | 690 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 34,221 | 690 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legato Capital Management LLC | History | No change | 34,135 | 688 | 0.06% | 0.06% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 33,841 | 683 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 33,318 | 672 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisor OS, LLC | History | No change | 25,405 | 655 | 0.04% | 0.03% | 81 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 31,814 | 642 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 31,709 | 640 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Achmea Investment Management B.V. | History | New | 23,759 | 613 | 0.0% | — | 84 | +23,759 | New | Q3 2026 | Oct 30, 2026 |
| Engineers Gate Manager LP | History | No change | 30,191 | 609 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 28,958 | 584 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 21,075 | 544 | 0.0% | 0.0% | 87 | -105 | -0.5% | Q3 2026 | Oct 22, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 26,787 | 541 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 19,947 | 514 | 0.01% | 0.01% | 89 | -6,486 | -24.54% | Q3 2026 | Oct 15, 2026 |
| ADVISORY RESEARCH INC | History | No change | 25,337 | 511 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 25,217 | 508 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 24,986 | 504 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 24,428 | 492 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 23,211 | 468 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 23,052 | 465 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 22,295 | 450 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 17,144 | 442 | 0.0% | 0.0% | 97 | -308 | -1.76% | Q3 2026 | Nov 05, 2026 |
| Quantinno Capital Management LP | History | No change | 20,827 | 420 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 20,761 | 418 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Assenagon Asset Management S.A. | History | No change | 15,216 | 392 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 19,313 | 389 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 18,108 | 365 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 13,867 | 357 | 0.03% | 0.03% | 103 | +739 | 5.63% | Q3 2026 | Nov 03, 2026 |
| Man Group plc | History | No change | 17,342 | 349 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 13,400 | 345 | 0.01% | 0.0% | 105 | -1,500 | -10.07% | Q3 2026 | Oct 20, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 17,039 | 343 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 16,868 | 340 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Added to | 12,849 | 331 | 0.01% | 0.0% | 108 | +2,937 | 29.63% | Q3 2026 | Oct 22, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 14,873 | 300 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 11,544 | 297 | 0.0% | 0.01% | 110 | -75,510 | -86.74% | Q3 2026 | Oct 28, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 14,556 | 293 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 14,247 | 287 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Jain Global LLC | History | No change | 14,183 | 286 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 10,044 | 267 | 0.01% | 0.0% | 114 | +8,294 | 473.94% | Q3 2026 | Nov 04, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 10,324 | 266 | 0.0% | 0.0% | 115 | -116 | -1.11% | Q3 2026 | Nov 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 12,742 | 257 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 11,999 | 242 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Arizona State Retirement System | History | New | 9,000 | 232 | 0.0% | — | 119 | +9,000 | New | Q3 2026 | Nov 03, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 11,500 | 232 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | New | 8,900 | 229 | 0.0% | — | 121 | +8,900 | New | Q3 2026 | Oct 30, 2026 |
| ALLSTATE CORP | History | No change | 11,353 | 229 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,913 | 220 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Magnetar Financial LLC | History | No change | 10,906 | 220 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | New | 8,182 | 211 | 0.0% | — | 124 | +8,182 | New | Q3 2026 | Oct 23, 2026 |
| Significant Wealth Partners LLC | History | No change | 10,424 | 210 | 0.23% | 0.23% | 125 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 7,762 | 207 | 0.01% | 0.01% | 126 | +745 | 10.62% | Q3 2026 | Oct 27, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,263 | 207 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gotham Asset Management, LLC | History | No change | 10,139 | 204 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,053 | 182 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 7,042 | 181 | 0.0% | 0.0% | 130 | -700 | -9.04% | Q3 2026 | Oct 29, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 8,619 | 173 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 8,567 | 172 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 7,900 | 159 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 7,783 | 157 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,300 | 147 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient IA LP | History | No change | 6,670 | 134 | 0.12% | 0.12% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestcor Inc | History | No change | 5,743 | 116 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,265 | 106 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,004 | 100 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,739 | 97 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 4,416 | 89 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 3,147 | 63 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,101 | 62 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 2,910 | 58 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 2,174 | 56 | 0.0% | 0.0% | 145 | +202 | 10.24% | Q3 2026 | Oct 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,927 | 49 | 0.0% | 0.0% | 147 | -452 | -19.0% | Q3 2026 | Oct 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,417 | 49 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 1,924 | 38 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,422 | 36 | 0.0% | 0.0% | 149 | +920 | 183.27% | Q3 2026 | Oct 20, 2026 |
| Arax Advisory Partners | History | No change | 1,807 | 36 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,199 | 30 | 0.0% | 0.0% | 152 | +34 | 2.92% | Q3 2026 | Oct 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,514 | 30 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,088 | 28 | 0.0% | 0.0% | 153 | +314 | 40.57% | Q3 2026 | Oct 08, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,048 | 27 | 0.0% | 0.0% | 154 | +85 | 8.83% | Q3 2026 | Oct 26, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,012 | 26 | 0.0% | 0.0% | 155 | -261 | -20.5% | Q3 2026 | Oct 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 969 | 25 | 0.0% | 0.0% | 156 | -2,019 | -67.57% | Q3 2026 | Nov 03, 2026 |
| US BANCORP \DE\ | History | No change | 1,119 | 22 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 770 | 20 | 0.0% | 0.0% | 158 | +379 | 96.93% | Q3 2026 | Oct 22, 2026 |
| Vanguard National Trust Co | History | No change | 886 | 17 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 652 | 16 | 0.0% | 0.0% | 160 | +340 | 108.97% | Q3 2026 | Oct 08, 2026 |
| CX Institutional | History | Reduced | 573 | 15 | 0.0% | 0.0% | 162 | -686 | -54.49% | Q3 2026 | Oct 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 754 | 15 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 538 | 13 | 0.01% | 0.01% | 163 | -77 | -12.52% | Q3 2026 | Nov 04, 2026 |
| Nykredit A/S | History | No change | 595 | 12 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Fortitude Family Office, LLC | History | New | 462 | 11 | 0.0% | — | 167 | +462 | New | Q3 2026 | Oct 14, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 458 | 11 | 0.0% | 0.0% | 166 | +377 | 465.43% | Q3 2026 | Oct 29, 2026 |
| Allworth Financial LP | History | No change | 563 | 11 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 400 | 10 | 0.0% | — | 169 | +400 | New | Q3 2026 | Oct 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 525 | 10 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 373 | 9 | 0.0% | — | 171 | +367 | 6116.67% | Q3 2026 | Oct 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 365 | 9 | 0.0% | 0.0% | 170 | -68 | -15.7% | Q3 2026 | Oct 05, 2026 |
| UMB Bank, n.a. | History | No change | 292 | 5 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | No change | 218 | 5 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 291 | 5 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 206 | 5 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 273 | 5 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 156 | 4 | 0.0% | 0.0% | 179 | -121 | -43.68% | Q3 2026 | Oct 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 228 | 4 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 217 | 4 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 238 | 4 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 147 | 3 | 0.0% | 0.0% | 182 | +40 | 37.38% | Q3 2026 | Oct 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 177 | 3 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 192 | 3 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| City State Bank | History | No change | 150 | 3 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 100 | 2 | 0.0% | 0.0% | 185 | -52 | -34.21% | Q3 2026 | Nov 04, 2026 |
| Covestor Ltd | History | Added to | 88 | 2 | 0.0% | 0.0% | 187 | +23 | 35.38% | Q3 2026 | Oct 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthCollab, LLC | History | No change | 116 | 2 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essential Partners LLC | History | No change | 90 | 2 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 56 | 1 | 0.0% | — | 194 | +56 | New | Q3 2026 | Oct 30, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 24 | 1 | 0.0% | — | 190 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| IFP Advisors, Inc | History | No change | 70 | 1 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| HighMark Wealth Management LLC | History | No change | 55 | 1 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 51 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -34,704 | -100.0% | Q3 2026 | Oct 16, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -7,022 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Bank of New Hampshire | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2026 | Oct 06, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Root Financial Partners, LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q3 2026 | Oct 21, 2026 |
| CoreCap Advisors, LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q3 2026 | Oct 08, 2026 |
| UMB Private Wealth Management, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q3 2026 | Oct 19, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 37 | 0 | — | — | — | +12 | 48.0% | Q3 2026 | Oct 22, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 10 | 0 | — | — | — | +4 | 66.67% | Q3 2026 | Nov 03, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 4 | 0 | — | — | — | -4 | -50.0% | Q3 2026 | Oct 09, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 23, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clearstead Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trust Co | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Larson Financial Group LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, LP | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Davis Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Continuum Advisory, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Evolution Advisers, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Abound Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Bare Financial Services, Inc | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| JPL Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Torren Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |