Anika Therapeutics, Inc. - ANIK
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 | 1,449,671 | 21,208 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caligan Partners LP | History | No change | 1,435,130 | 20,995 | 0.99% | 0.99% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 614,320 | 8,987 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 606,544 | 8,866 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 572,113 | 8,370 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 559,846 | 8,190 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 529,640 | 7,748 | 0.1% | 0.1% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 481,417 | 7,043 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 451,095 | 6,599 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | No change | 448,474 | 6,561 | 0.98% | 0.98% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 353,552 | 5,172 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 331,577 | 4,852 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 311,896 | 4,563 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 252,964 | 3,700 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 245,066 | 3,585 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 237,722 | 3,477 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 217,530 | 3,182 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 156,538 | 2,290 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 155,257 | 2,271 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 145,816 | 2,133 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 140,712 | 2,058 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 138,821 | 2,030 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 113,374 | 1,658 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 106,644 | 1,560 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 103,559 | 1,515 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 98,134 | 1,435 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 88,755 | 1,298 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 87,600 | 1,281 | 0.16% | 0.16% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 87,527 | 1,280 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 85,257 | 1,247 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 76,773 | 1,123 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 71,758 | 1,049 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 65,503 | 958 | 0.33% | 0.33% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 63,953 | 935 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Assenagon Asset Management S.A. | History | No change | 63,016 | 921 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 54,215 | 813 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIKER MANAGEMENT LLC | History | No change | 53,662 | 785 | 0.6% | 0.6% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 52,980 | 775 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 52,319 | 765 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 52,355 | 765 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 50,105 | 727 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | No change | 46,254 | 676 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advyzon Investment Management, LLC | History | No change | 45,622 | 667 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 40,662 | 594 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palumbo Wealth Management LLC | History | No change | 40,076 | 586 | 0.12% | 0.12% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 38,773 | 567 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | No change | 35,415 | 518 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 33,900 | 495 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 33,466 | 489 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | No change | 30,888 | 451 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 30,513 | 446 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| R Squared Ltd | History | No change | 27,065 | 395 | 0.21% | 0.21% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 26,183 | 383 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 25,956 | 379 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 25,285 | 369 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 24,548 | 359 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 22,990 | 336 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 22,837 | 334 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 22,515 | 329 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 22,000 | 321 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 21,918 | 320 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 21,910 | 317 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 19,400 | 283 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STRS OHIO | History | No change | 19,200 | 280 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 19,079 | 279 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 18,975 | 277 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Squarepoint Ops LLC | History | No change | 18,751 | 274 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 17,874 | 261 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 17,500 | 256 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 15,577 | 243 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RHUMBLINE ADVISERS | History | No change | 16,344 | 239 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 15,312 | 224 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 14,437 | 211 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inscription Capital, LLC | History | No change | 13,750 | 201 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 13,460 | 196 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 11,310 | 165 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 10,572 | 154 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 10,088 | 147 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 9,656 | 141 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 8,409 | 123 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 7,958 | 116 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,122 | 104 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 5,574 | 81 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | No change | 5,278 | 77 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 5,272 | 77 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Reduced | 3,446 | 67 | 0.01% | 0.0% | 86 | -287 | -7.69% | Q3 2026 | Oct 01, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,319 | 63 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,423 | 50 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,262 | 47 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 2,496 | 36 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,491 | 21 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,261 | 18 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,202 | 17 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 1,081 | 15 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 991 | 14 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 944 | 13 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 804 | 11 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FEDERATED HERMES, INC. | History | No change | 675 | 9 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 681 | 9 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 573 | 8 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 567 | 8 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 381 | 7 | 0.0% | 0.0% | 105 | +61 | 19.06% | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 532 | 7 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 506 | 7 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 541 | 7 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 522 | 7 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GROUP ONE TRADING LLC | History | No change | 400 | 5 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 209 | 4 | 0.0% | 0.0% | 109 | -4 | -1.88% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | No change | 289 | 4 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 159 | 3 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Sterling Capital Management LLC | History | No change | 233 | 3 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 188 | 2 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 155 | 2 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 158 | 2 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| True Wealth Design, LLC | History | No change | 142 | 2 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 70 | 1 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 85 | 1 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 104 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 100 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| SBI Securities Co., Ltd. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Optiver Holding B.V. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPL Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |