Annexon, Inc. - ANNX

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
FMR LLC History No change 19,518,496 111,450 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 13,539,744 77,311 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
Redmile Group, LLC History No change 11,869,877 67,776 4.55% 4.55% 3 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 9,824,321 56,096 0.0% 0.0% 4 0 0.0% Q2 2026 Sep 22, 2026
BVF INC/IL History No change 8,698,173 49,666 1.27% 1.27% 5 0 0.0% Q2 2026 Aug 14, 2026
Woodline Partners LP History No change 6,925,067 39,542 0.12% 0.12% 6 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 6,871,015 39,233 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
MAK CAPITAL ONE LLC History No change 5,862,180 33,473 4.69% 4.69% 8 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 5,825,579 33,264 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 14, 2026
Siren, L.L.C. History No change 4,458,646 25,458 0.52% 0.52% 10 0 0.0% Q2 2026 Aug 13, 2026
Bain Capital Life Sciences Investors, LLC History No change 4,437,731 25,339 1.51% 1.51% 11 0 0.0% Q2 2026 Aug 14, 2026
Bellevue Group AG History No change 4,100,016 23,411 0.49% 0.49% 12 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 4,037,193 23,056 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 12, 2026
MPM BioImpact LLC History No change 3,544,354 20,238 1.23% 1.23% 14 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 3,509,623 20,039 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 3,500,000 19,985 0.03% 0.03% 16 0 0.0% Q2 2026 Aug 14, 2026
GREAT POINT PARTNERS LLC History No change 3,500,000 19,985 3.78% 3.78% 17 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 3,144,453 17,954 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
Palo Alto Investors LP History No change 2,948,090 16,833 2.33% 2.33% 19 0 0.0% Q2 2026 Aug 19, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 2,830,976 16,164 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 2,765,080 15,788 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 11, 2026
Qube Research & Technologies Ltd History No change 2,749,961 15,702 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 2,246,800 12,829 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
Opaleye Management Inc. History No change 1,714,451 9,789 0.89% 0.89% 24 0 0.0% Q2 2026 Aug 14, 2026
Logos Global Management LP History No change 1,500,000 8,565 0.37% 0.37% 25 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,924,856 8,140 0.0% 0.0% 26 +427,100 28.52% Q3 2026 Nov 04, 2026
Point72 Asset Management, L.P. History No change 1,382,699 7,895 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 1,352,046 7,720 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,257,799 7,182 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
Candriam S.C.A. History Added to 1,678,986 7,128 0.03% 0.03% 30 +483,844 40.48% Q3 2026 Nov 03, 2026
Tetragon Partners GP Ltd History No change 1,242,455 7,094 1.12% 1.12% 31 0 0.0% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,184,931 6,765 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 1,105,450 6,312 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 1,037,366 5,923 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 03, 2026
JPMORGAN CHASE & CO History No change 1,004,308 5,593 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 978,055 5,584 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History No change 967,926 5,526 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 06, 2026
Y-Intercept (Hong Kong) Ltd History Added to 1,297,235 5,487 0.12% 0.08% 38 +562,650 76.59% Q3 2026 Oct 16, 2026
CITADEL ADVISORS LLC History No change 920,182 5,254 0.0% 0.0% 39 0 0.0% Q2 2026 Sep 02, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 898,394 5,129 0.09% 0.09% 40 0 0.0% Q2 2026 Aug 14, 2026
Ishara Investments LP History No change 820,000 4,682 3.44% 3.44% 41 0 0.0% Q2 2026 Aug 14, 2026
Ensign Peak Advisors, Inc History No change 800,516 4,570 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 737,935 4,213 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 705,291 4,027 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 06, 2026
AQR CAPITAL MANAGEMENT LLC History No change 691,812 3,950 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 641,594 3,663 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
Parkman Healthcare Partners LLC History No change 641,029 3,660 0.37% 0.37% 47 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 629,127 3,588 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 623,094 3,557 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 616,489 3,520 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 614,186 3,507 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
DEERFIELD MANAGEMENT COMPANY, L.P. History No change 583,913 3,334 0.03% 0.03% 52 0 0.0% Q2 2026 Aug 14, 2026
SIRIOS CAPITAL MANAGEMENT L P History No change 569,276 3,250 0.4% 0.4% 53 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 533,567 3,046 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 512,796 2,928 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
Board of Trustees of The Leland Stanford Junior University History No change 482,550 2,755 0.52% 0.52% 56 0 0.0% Q2 2026 Aug 12, 2026
Hennion & Walsh Asset Management, Inc. History Added to 620,025 2,622 0.08% 0.08% 57 +112,975 22.28% Q3 2026 Oct 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 459,000 2,620 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 13, 2026
Ikarian Capital, LLC History No change 430,244 2,456 0.26% 0.26% 59 0 0.0% Q2 2026 Aug 14, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 425,332 2,428 0.04% 0.04% 60 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 409,667 2,339 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 406,795 2,322 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Added to 533,876 2,258 0.0% 0.0% 63 +32,434 6.47% Q3 2026 Nov 05, 2026
Susquehanna Portfolio Strategies, LLC History No change 395,230 2,256 0.04% 0.04% 64 0 0.0% Q2 2026 Aug 14, 2026
DIADEMA PARTNERS LP History No change 380,716 2,173 0.27% 0.27% 65 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 330,729 1,888 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 319,057 1,821 0.02% 0.02% 67 0 0.0% Q2 2026 Aug 14, 2026
DAFNA Capital Management LLC History No change 297,812 1,700 0.32% 0.32% 68 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 297,800 1,700 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 391,567 1,656 0.02% 0.02% 70 -3,033 -0.77% Q3 2026 Oct 23, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 286,375 1,635 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 265,284 1,514 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 250,025 1,427 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 244,600 1,396 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 11, 2026
Cinctive Capital Management LP History No change 215,748 1,231 0.05% 0.05% 75 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 210,607 1,202 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 189,578 1,082 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 11, 2026
SEI INVESTMENTS CO History No change 183,817 1,049 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 180,647 1,031 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
Rafferty Asset Management, LLC History No change 173,279 989 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 173,285 989 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 147,624 842 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 147,240 815 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 134,259 766 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 24, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 129,243 738 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 127,338 727 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 07, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 120,129 685 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 120,010 685 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 11, 2026
J. Goldman & Co LP History No change 116,046 662 0.02% 0.02% 89 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 112,147 640 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 104,378 596 0.04% 0.04% 91 0 0.0% Q2 2026 Aug 06, 2026
Vanguard Global Advisers, LLC History No change 102,067 582 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 100,500 573 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
Quarry LP History No change 100,000 571 0.05% 0.05% 94 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 99,000 565 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 06, 2026
Legal & General Group Plc History No change 98,118 560 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 91,661 520 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 91,005 519 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History Reduced 120,977 511 0.0% 0.0% 99 -115,013 -48.74% Q3 2026 Nov 04, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 88,518 505 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 87,909 501 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
China Universal Asset Management Co., Ltd. History Added to 115,591 477 0.02% 0.02% 102 +53,515 86.21% Q3 2026 Oct 27, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 79,486 453 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
DLD Asset Management, LP History No change 75,000 428 0.03% 0.03% 104 0 0.0% Q2 2026 Aug 12, 2026
DnB Asset Management AS History No change 73,147 417 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 11, 2026
Virtus Investment Advisers, LLC History No change 69,468 396 0.09% 0.09% 106 0 0.0% Q2 2026 Aug 11, 2026
J. Safra Sarasin Holding AG History No change 90,487 382 0.01% 0.01% 107 0 0.0% Q3 2026 Oct 26, 2026
PROFUND ADVISORS LLC History Added to 89,058 376 0.01% 0.01% 108 +1,549 1.77% Q3 2026 Oct 28, 2026
Jain Global LLC History No change 64,719 369 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 62,073 354 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
Diversified Trust Co History No change 61,797 352 0.01% 0.01% 111 0 0.0% Q2 2026 Jul 17, 2026
SIMPLEX TRADING, LLC History New 81,084 342 0.0% — 112 +81,084 New Q3 2026 Nov 04, 2026
Jupiter Topco LLC History No change 59,100 338 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
AlphaCentric Advisors LLC History Added to 75,495 319 0.28% 0.12% 114 +50,623 203.53% Q3 2026 Nov 03, 2026
WINTON GROUP Ltd History No change 47,800 272 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 07, 2026
JUPITER ASSET MANAGEMENT LTD History No change 46,074 263 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 10, 2026
Police & Firemen's Retirement System of New Jersey History No change 45,813 261 0.0% 0.0% 117 0 0.0% Q2 2026 Jul 23, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 44,706 255 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 06, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 44,485 254 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 43,715 249 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 42,823 245 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 07, 2026
Persistent Asset Partners Ltd History No change 7,722 245 0.07% 0.07% 122 0 0.0% Q2 2026 Aug 06, 2026
Allegheny Financial Group History No change 42,900 244 0.03% 0.03% 123 0 0.0% Q2 2026 Jul 22, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 41,517 237 0.0% 0.0% 124 0 0.0% Q2 2026 Sep 09, 2026
DRW Securities, LLC History No change 39,443 225 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 39,255 224 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 38,640 220 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 05, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 38,600 220 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 49,529 209 0.0% 0.0% 129 +3,579 7.79% Q3 2026 Nov 02, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 36,568 208 0.0% 0.0% 130 0 0.0% Q2 2026 Jul 29, 2026
Indivisible Partners History New 47,600 201 0.01% — 131 +47,600 New Q3 2026 Oct 26, 2026
Vanguard Investments Australia, Ltd. History No change 35,034 200 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 13, 2026
Blueshift Asset Management, LLC History No change 33,338 190 0.04% 0.04% 133 0 0.0% Q2 2026 Aug 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 31,642 180 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History Added to 42,225 178 0.0% 0.0% 135 +19,000 81.81% Q3 2026 Oct 21, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 30,870 176 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 12, 2026
EntryPoint Capital, LLC History No change 30,787 175 0.04% 0.04% 137 0 0.0% Q2 2026 Aug 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 29,929 170 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 10, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 40,000 169 0.0% 0.0% 139 -14,300 -26.34% Q3 2026 Oct 28, 2026
State of New Jersey Common Pension Fund D History Added to 39,685 167 0.0% 0.0% 140 +276 0.7% Q3 2026 Nov 05, 2026
Bridgefront Capital, LLC History No change 28,528 162 0.04% 0.04% 141 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 27,863 159 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 06, 2026
KLP KAPITALFORVALTNING AS History No change 26,300 150 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 12, 2026
Arizona State Retirement System History Added to 34,619 146 0.0% 0.0% 144 +989 2.94% Q3 2026 Nov 03, 2026
Brevan Howard Capital Management LP History No change 25,287 144 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
Verdad Advisers, LP History No change 25,300 144 0.14% 0.14% 146 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 24,850 141 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 12, 2026
E Fund Management Co., Ltd. History No change 24,433 139 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 10, 2026
Lido Advisors, LLC History Added to 31,000 131 0.0% 0.0% 149 +157 0.51% Q3 2026 Nov 04, 2026
RAYMOND JAMES FINANCIAL INC History No change 22,869 130 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 21,646 124 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 13, 2026
Cygnus Capital Advisors, LLC History No change 21,549 123 0.08% 0.08% 152 0 0.0% Q2 2026 Sep 03, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 21,010 119 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 14, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 20,813 118 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 11, 2026
DekaBank Deutsche Girozentrale History New 27,194 115 0.0% — 155 +27,194 New Q3 2026 Oct 27, 2026
Corient Private Wealth LP History No change 19,704 112 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 27, 2026
ProShare Advisors LLC History Added to 26,075 110 0.0% 0.0% 157 +364 1.42% Q3 2026 Oct 28, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 24,884 105 0.0% 0.0% 158 +13,008 109.53% Q3 2026 Nov 02, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 17,077 97 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 19, 2026
Coastal Bridge Advisors, LLC History No change 17,000 97 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 17, 2026
Mariner, LLC History No change 16,469 94 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 15,809 90 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 07, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 14,233 81 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
Forefront Analytics, LLC History No change 14,240 81 0.09% 0.09% 164 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Investment Partners, Inc. History No change 14,097 80 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History No change 14,020 80 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 27, 2026
Cerity Partners LLC History No change 13,867 79 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 12,800 73 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 12,786 73 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Personalized Indexing Management, LLC History No change 12,488 71 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 12,263 70 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 13, 2026
Pictet Asset Management Holding SA History No change 16,701 70 0.0% 0.0% 172 0 0.0% Q3 2026 Nov 03, 2026
Balefire, LLC History Reduced 15,000 63 0.01% 0.01% 174 -11 -0.07% Q3 2026 Oct 09, 2026
Merit Financial Group, LLC History No change 11,103 63 0.0% 0.0% 173 0 0.0% Q2 2026 Jul 20, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 10,920 62 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 04, 2026
XPONANCE LLC History Reduced 14,612 61 0.0% 0.0% 176 -253 -1.7% Q3 2026 Nov 03, 2026
GROUP ONE TRADING LLC History No change 10,087 57 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 13, 2026
Harbor Advisors LLC History No change 10,000 57 0.01% 0.01% 178 0 0.0% Q2 2026 Jul 28, 2026
Shay Capital LLC History No change 10,000 57 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History New 13,414 56 0.0% — 180 +13,414 New Q3 2026 Oct 23, 2026
US BANCORP \DE\ History New 12,492 52 0.0% — 181 +12,492 New Q3 2026 Nov 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 11,653 46 0.0% 0.0% 183 -8,600 -42.46% Q3 2026 Oct 13, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 11,018 46 0.0% 0.0% 182 +239 2.22% Q3 2026 Oct 20, 2026
MOUNT VERNON ASSOCIATES INC /MD/ History No change 10,500 44 0.03% 0.04% 184 0 0.0% Q3 2026 Oct 26, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 10,100 43 0.0% 0.0% 185 -10 -0.1% Q3 2026 Nov 02, 2026
Arax Advisory Partners History No change 7,684 43 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 10, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 9,688 40 0.0% 0.0% 187 +2,360 32.21% Q3 2026 Oct 28, 2026
Geneos Wealth Management Inc. History No change 6,000 34 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 06, 2026
ROYAL BANK OF CANADA History No change 5,395 31 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History Added to 5,347 22 0.0% 0.0% 190 +4,802 881.1% Q3 2026 Oct 22, 2026
Caitong International Asset Management Co., Ltd History Added to 5,298 22 0.0% 0.0% 191 +4,801 966.0% Q3 2026 Oct 29, 2026
JONES FINANCIAL COMPANIES LLLP History No change 3,565 19 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 14, 2026
Pacer Advisors, Inc. History No change 2,894 17 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 13, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 3,338 14 0.0% 0.0% 194 +273 8.91% Q3 2026 Oct 26, 2026
BNP Paribas Asset Management Holding S.A. History No change 2,024 11 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History Added to 2,045 8 0.0% 0.0% 197 +45 2.25% Q3 2026 Nov 05, 2026
Quantbot Technologies LP History No change 1,562 8 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,246 7 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 07, 2026
MATHER GROUP, LLC. History New 1,500 6 0.0% — 199 +1,500 New Q3 2026 Oct 14, 2026
Burnham & Co LLC History No change 1,000 5 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 836 4 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 11, 2026
Rockefeller Capital Management L.P. History No change 786 4 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History New 478 2 0.0% — 206 +478 New Q3 2026 Oct 27, 2026
Farther Finance Advisors, LLC History Reduced 473 2 0.0% 0.0% 205 -265 -35.91% Q3 2026 Oct 08, 2026
IFP Advisors, Inc History Reduced 537 2 0.0% 0.0% 203 -32 -5.62% Q3 2026 Oct 16, 2026
Optiver Holding B.V. History No change 406 2 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 12, 2026
Essential Partners LLC History Reduced 321 1 0.0% 0.0% 213 -353 -52.37% Q3 2026 Oct 14, 2026
Fortitude Family Office, LLC History Reduced 280 1 0.0% 0.0% 211 -203 -42.03% Q3 2026 Oct 14, 2026
GAMMA Investing LLC History Reduced 372 1 0.0% 0.0% 212 -198 -34.74% Q3 2026 Oct 08, 2026
ROTHSCHILD INVESTMENT LLC History No change 249 1 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History No change 181 1 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 06, 2026
Physician Wealth Advisors, Inc. History No change 269 1 0.0% 0.0% 209 0 0.0% Q3 2026 Oct 20, 2026
HighMark Wealth Management LLC History No change 300 1 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 12, 2026
Crown Wealth Group, LLC History Closed out 0 0 — 0.03% — -23,763 -100.0% Q3 2026 Oct 19, 2026
STRS OHIO History Closed out 0 0 — 0.0% — -21,200 -100.0% Q3 2026 Oct 30, 2026
State of Wyoming History Closed out 0 0 — 0.01% — -19,479 -100.0% Q3 2026 Oct 28, 2026
Fulcrum Asset Management LLP History Closed out 0 0 — 0.01% — -10,070 -100.0% Q3 2026 Nov 04, 2026
EverSource Wealth Advisors, LLC History Reduced 185 0 — 0.0% — -374 -66.91% Q3 2026 Nov 04, 2026
True Wealth Design, LLC History Reduced 46 0 — 0.0% — -237 -83.75% Q3 2026 Oct 13, 2026
Hughes Financial Services, LLC History New 59 0 — — — +59 New Q3 2026 Oct 30, 2026
Rossby Financial, LCC History New 22 0 — — — +22 New Q3 2026 Nov 05, 2026
SJS Investment Consulting Inc. History Closed out 0 0 — — — -20 -100.0% Q3 2026 Oct 26, 2026
Stone House Investment Management, LLC History Closed out 0 0 — — — -16 -100.0% Q3 2026 Oct 23, 2026
Silver Grove Financial Group, Inc. History Closed out 0 0 — — — -1 -100.0% Q3 2026 Nov 05, 2026
Clearstead Advisors, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
NATIONAL BANK OF CANADA /FI/ History No change 67 0 — — — 0 0.0% Q2 2026 Aug 10, 2026