Annexon, Inc. - ANNX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Reduced | 10,222,470 | 51,316 | 0.0% | 0.0% | 1 | -858,693 | -7.75% | Q4 2025 | Feb 17, 2026 |
| Redmile Group, LLC | History | Added to | 10,050,644 | 50,454 | 3.72% | 1.87% | 2 | +3,750,000 | 59.52% | Q4 2025 | Feb 17, 2026 |
| BVF INC/IL | History | Added to | 9,128,080 | 45,822 | 1.54% | 0.87% | 3 | +2,128,080 | 30.4% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 8,960,434 | 44,981 | 0.0% | 0.0% | 4 | +1,061,426 | 13.44% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 7,753,387 | 38,922 | 0.0% | 0.0% | 5 | +1,918,275 | 32.87% | Q4 2025 | Jan 29, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 5,500,000 | 27,610 | 0.04% | 0.01% | 6 | +4,000,000 | 266.67% | Q4 2025 | Feb 17, 2026 |
| Bain Capital Life Sciences Investors, LLC | History | No change | 5,249,069 | 26,350 | 2.02% | 1.06% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bellevue Group AG | History | No change | 5,157,290 | 25,889 | 0.49% | 0.33% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 4,652,185 | 23,353 | 0.0% | 0.0% | 9 | +2,601,877 | 126.9% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,348,782 | 21,830 | 0.0% | 0.0% | 10 | +2,156,428 | 98.36% | Q4 2025 | Feb 17, 2026 |
| Woodline Partners LP | History | Added to | 4,000,074 | 20,080 | 0.08% | 0.04% | 11 | +1,361,799 | 51.62% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 3,299,256 | 16,562 | 0.02% | 0.01% | 12 | +2,001,996 | 154.32% | Q4 2025 | Feb 17, 2026 |
| Longaeva Partners L.P. | History | New | 3,100,000 | 15,562 | 1.31% | — | 13 | +3,100,000 | New | Q4 2025 | Feb 17, 2026 |
| MAK CAPITAL ONE LLC | History | New | 2,958,527 | 14,851 | 1.63% | — | 14 | +2,958,527 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 2,915,324 | 14,634 | 0.0% | 0.0% | 15 | +2,232,766 | 327.12% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,902,896 | 14,576 | 0.0% | 0.0% | 16 | +465,952 | 19.12% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Reduced | 2,856,143 | 14,337 | 0.0% | 0.0% | 17 | -173,705 | -5.73% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,836,857 | 14,241 | 0.01% | 0.0% | 18 | +14,034 | 0.5% | Q4 2025 | Feb 17, 2026 |
| Opaleye Management Inc. | History | No change | 2,600,000 | 13,052 | 1.72% | 1.12% | 19 | 0 | 0.0% | Q4 2025 | Apr 13, 2026 |
| Palo Alto Investors LP | History | New | 2,384,192 | 11,968 | 1.67% | — | 20 | +2,384,192 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 2,381,479 | 11,955 | 0.01% | 0.0% | 21 | +1,808,835 | 315.87% | Q4 2025 | Feb 17, 2026 |
| Tetragon Partners GP Ltd | History | Reduced | 2,032,455 | 10,202 | 2.15% | 0.86% | 22 | -80,000 | -3.79% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,768,745 | 8,879 | 0.0% | 0.0% | 23 | -637,687 | -26.5% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,605,581 | 8,060 | 0.0% | 0.0% | 24 | +311,279 | 24.05% | Q4 2025 | Feb 17, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | Reduced | 1,316,212 | 6,607 | 1.28% | 1.15% | 25 | -478,175 | -26.65% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,057,060 | 5,306 | 0.0% | 0.0% | 26 | +266,810 | 33.76% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 1,046,221 | 5,252 | 0.0% | — | 27 | +1,046,221 | New | Q4 2025 | Feb 17, 2026 |
| J. Goldman & Co LP | History | Reduced | 993,795 | 4,988 | 0.13% | 0.08% | 28 | -113,206 | -10.23% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 972,449 | 4,881 | 0.0% | 0.0% | 29 | +770,504 | 381.54% | Q4 2025 | Feb 19, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 903,439 | 4,535 | 0.0% | 0.0% | 30 | -76,846 | -7.84% | Q4 2025 | Jan 22, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 861,245 | 4,321 | 0.01% | 0.0% | 31 | +328,882 | 61.78% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 802,600 | 4,029 | 0.01% | 0.0% | 32 | +49,021 | 6.51% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 792,000 | 3,975 | 0.0% | 0.0% | 33 | +4,292 | 0.54% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 776,307 | 3,897 | 0.0% | 0.0% | 34 | +202,184 | 35.22% | Q4 2025 | Feb 17, 2026 |
| Ishara Investments LP | History | New | 750,000 | 3,765 | 4.31% | — | 35 | +750,000 | New | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 718,680 | 3,607 | 0.0% | 0.0% | 36 | -48,275 | -6.29% | Q4 2025 | Feb 12, 2026 |
| SIRIOS CAPITAL MANAGEMENT L P | History | Reduced | 710,256 | 3,565 | 0.44% | 0.39% | 37 | -259,944 | -26.79% | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 683,879 | 3,433 | 0.01% | — | 38 | +683,879 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 683,016 | 3,428 | 0.0% | 0.0% | 39 | +664,796 | 3648.72% | Q4 2025 | Feb 17, 2026 |
| DIADEMA PARTNERS LP | History | New | 659,100 | 3,308 | 0.57% | — | 40 | +659,100 | New | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 642,038 | 3,223 | 0.03% | 0.03% | 41 | -424,894 | -39.82% | Q4 2025 | Feb 10, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 639,902 | 3,212 | 0.07% | 0.04% | 42 | -558 | -0.09% | Q4 2025 | Feb 13, 2026 |
| Parkman Healthcare Partners LLC | History | Added to | 601,202 | 3,018 | 0.29% | 0.13% | 43 | +195,249 | 48.1% | Q4 2025 | Feb 17, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | No change | 583,913 | 2,931 | 0.04% | 0.03% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 577,036 | 2,896 | 0.0% | 0.0% | 45 | +345,442 | 149.16% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 573,748 | 2,880 | 0.0% | 0.0% | 46 | +164,271 | 40.12% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 560,744 | 2,814 | 0.0% | 0.0% | 47 | -943,605 | -62.73% | Q4 2025 | Feb 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 534,986 | 2,685 | 0.09% | 0.05% | 48 | +59,057 | 12.41% | Q4 2025 | Jan 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 522,846 | 2,624 | 0.01% | 0.0% | 49 | +310,627 | 146.37% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 520,998 | 2,615 | 0.0% | — | 50 | +520,998 | New | Q4 2025 | Feb 13, 2026 |
| Caption Management, LLC | History | New | 489,191 | 2,455 | 0.02% | — | 51 | +489,191 | New | Q4 2025 | Feb 17, 2026 |
| Board of Trustees of The Leland Stanford Junior University | History | No change | 482,550 | 2,422 | 0.49% | 0.17% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 445,074 | 2,235 | 0.0% | 0.0% | 53 | -39,701 | -8.19% | Q4 2025 | Feb 17, 2026 |
| SummitTX Capital, L.P. | History | Added to | 438,497 | 2,201 | 0.07% | 0.03% | 54 | +196,506 | 81.2% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 398,077 | 1,998 | 0.0% | — | 55 | +398,077 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 380,894 | 1,912 | 0.0% | 0.0% | 56 | +135,794 | 55.4% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 377,104 | 1,893 | 0.0% | 0.0% | 57 | +30,965 | 8.95% | Q4 2025 | Jan 29, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 371,190 | 1,863 | 0.0% | 0.0% | 58 | +281,141 | 312.21% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 361,677 | 1,815 | 0.0% | 0.0% | 59 | +53,489 | 17.36% | Q4 2025 | Feb 10, 2026 |
| Cinctive Capital Management LP | History | Added to | 358,986 | 1,802 | 0.1% | 0.01% | 60 | +293,520 | 448.35% | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 356,619 | 1,790 | 0.03% | 0.02% | 61 | +2,875 | 0.81% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 354,308 | 1,778 | 0.0% | 0.0% | 62 | +171,658 | 93.98% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 332,038 | 1,666 | 0.0% | 0.0% | 63 | +52,904 | 18.95% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 289,963 | 1,455 | 0.0% | 0.0% | 64 | +142,033 | 96.01% | Q4 2025 | Feb 13, 2026 |
| DAFNA Capital Management LLC | History | New | 272,812 | 1,369 | 0.32% | — | 65 | +272,812 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 251,158 | 1,260 | 0.0% | 0.0% | 66 | +14,422 | 6.09% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Added to | 243,313 | 1,221 | 0.03% | 0.02% | 67 | +95,473 | 64.58% | Q4 2025 | Feb 17, 2026 |
| Ikarian Capital, LLC | History | New | 230,244 | 1,155 | 0.09% | — | 68 | +230,244 | New | Q4 2025 | Feb 18, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 182,982 | 918 | 0.0% | 0.0% | 69 | +32,660 | 21.73% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 147,375 | 739 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | New | 141,644 | 711 | 0.0% | — | 71 | +141,644 | New | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 140,740 | 706 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 137,800 | 691 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 130,102 | 655 | 0.0% | — | 74 | +130,102 | New | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 126,463 | 634 | 0.0% | 0.0% | 75 | -6,140 | -4.63% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 123,753 | 621 | 0.01% | 0.0% | 76 | +29,199 | 30.88% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | New | 122,858 | 616 | 0.01% | — | 77 | +122,858 | New | Q4 2025 | Feb 17, 2026 |
| DnB Asset Management AS | History | Added to | 118,324 | 593 | 0.0% | 0.0% | 78 | +33,801 | 39.99% | Q4 2025 | Feb 05, 2026 |
| J. Safra Sarasin Holding AG | History | Reduced | 117,768 | 591 | 0.01% | 0.01% | 79 | -105,453 | -47.24% | Q4 2025 | Jan 15, 2026 |
| Persistent Asset Partners Ltd | History | New | 93,657 | 470 | 0.21% | — | 80 | +93,657 | New | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | Reduced | 75,000 | 376 | 0.06% | 0.07% | 81 | -35,000 | -31.82% | Q4 2025 | Feb 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 64,069 | 321 | 0.0% | — | 82 | +64,069 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 61,572 | 309 | 0.0% | 0.0% | 83 | +41,833 | 211.93% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | New | 58,259 | 292 | 0.0% | — | 84 | +58,259 | New | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 54,763 | 275 | 0.0% | 0.0% | 85 | +9,784 | 21.75% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 53,729 | 269 | 0.0% | 0.0% | 86 | +6,843 | 14.59% | Q4 2025 | Feb 11, 2026 |
| WINTON GROUP Ltd | History | New | 53,400 | 268 | 0.01% | — | 88 | +53,400 | New | Q4 2025 | Feb 11, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 53,527 | 268 | 0.07% | 0.04% | 87 | +11,540 | 27.48% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 53,008 | 266 | 0.01% | — | 89 | +53,008 | New | Q4 2025 | Feb 06, 2026 |
| Quadrature Capital Ltd | History | New | 48,573 | 243 | 0.0% | — | 90 | +48,573 | New | Q4 2025 | Feb 17, 2026 |
| ADAR1 Capital Management, LLC | History | New | 48,000 | 240 | 0.02% | — | 91 | +48,000 | New | Q4 2025 | Feb 18, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 46,848 | 235 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Allegheny Financial Group | History | No change | 42,900 | 215 | 0.03% | 0.02% | 93 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EntryPoint Capital, LLC | History | Added to | 42,774 | 214 | 0.08% | 0.02% | 94 | +22,803 | 114.18% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 42,524 | 213 | 0.0% | 0.0% | 95 | +15,848 | 59.41% | Q4 2025 | Feb 10, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 40,000 | 200 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 39,059 | 196 | 0.0% | 0.0% | 97 | -5,573 | -12.49% | Q4 2025 | Feb 12, 2026 |
| Pale Fire Capital SE | History | New | 38,600 | 193 | 0.01% | — | 98 | +38,600 | New | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 38,394 | 192 | 0.05% | — | 99 | +38,394 | New | Q4 2025 | Mar 03, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 36,084 | 181 | 0.01% | 0.01% | 100 | +823 | 2.33% | Q4 2025 | Jan 29, 2026 |
| Landing Point Financial Group, LLC | History | New | 34,900 | 175 | 0.09% | — | 101 | +34,900 | New | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | No change | 32,357 | 162 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 31,585 | 158 | 0.0% | — | 103 | +31,585 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | New | 31,335 | 157 | 0.0% | — | 104 | +31,335 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 30,297 | 152 | 0.0% | 0.0% | 105 | +6,809 | 28.99% | Q4 2025 | Jan 26, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 29,568 | 148 | 0.0% | 0.0% | 106 | -4,911 | -14.24% | Q4 2025 | Feb 12, 2026 |
| AXQ CAPITAL, LP | History | Added to | 29,108 | 146 | 0.03% | 0.03% | 107 | +1,241 | 4.45% | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | Added to | 28,071 | 141 | 0.0% | 0.0% | 108 | +17,074 | 155.26% | Q4 2025 | Jan 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 28,105 | 141 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 25,651 | 130 | 0.0% | 0.0% | 110 | -70 | -0.27% | Q4 2025 | Mar 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 24,869 | 124 | 0.0% | 0.0% | 111 | +4,869 | 24.35% | Q4 2025 | Feb 18, 2026 |
| ProShare Advisors LLC | History | Added to | 24,698 | 123 | 0.0% | 0.0% | 112 | +4,410 | 21.74% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Added to | 24,004 | 120 | 0.0% | 0.0% | 113 | +8,553 | 55.36% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 23,640 | 118 | 0.0% | 0.0% | 114 | +16,812 | 246.22% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | No change | 34,952 | 106 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 19,553 | 99 | 0.0% | 0.0% | 116 | +2,348 | 13.65% | Q4 2025 | Jan 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 19,693 | 98 | 0.0% | 0.0% | 117 | +28 | 0.14% | Q4 2025 | Mar 09, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 19,318 | 96 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 17,600 | 88 | 0.0% | — | 119 | +17,600 | New | Q4 2025 | Feb 17, 2026 |
| Scientech Research LLC | History | New | 17,216 | 86 | 0.05% | — | 120 | +17,216 | New | Q4 2025 | Feb 17, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 17,000 | 85 | 0.01% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Balefire, LLC | History | No change | 15,000 | 75 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cerity Partners LLC | History | New | 14,801 | 74 | 0.0% | — | 124 | +14,801 | New | Q4 2025 | Feb 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 14,757 | 74 | 0.0% | 0.0% | 123 | +3,736 | 33.9% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 14,184 | 71 | 0.0% | 0.0% | 125 | -21,381 | -60.12% | Q4 2025 | Feb 12, 2026 |
| Forefront Analytics, LLC | History | Reduced | 13,226 | 66 | 0.06% | 0.08% | 126 | -13,801 | -51.06% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 12,901 | 64 | 0.0% | 0.0% | 127 | -343 | -2.59% | Q4 2025 | Feb 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 12,000 | 60 | 0.0% | — | 128 | +12,000 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 10,700 | 54 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MOUNT VERNON ASSOCIATES INC /MD/ | History | New | 10,500 | 53 | 0.04% | — | 130 | +10,500 | New | Q4 2025 | Jan 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 10,386 | 52 | 0.0% | — | 131 | +10,386 | New | Q4 2025 | Feb 18, 2026 |
| SIMPLEX TRADING, LLC | History | New | 10,268 | 51 | 0.0% | — | 132 | +10,268 | New | Q4 2025 | Feb 11, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 10,016 | 50 | 0.0% | — | 133 | +10,016 | New | Q4 2025 | Feb 13, 2026 |
| Harbor Advisors LLC | History | No change | 10,000 | 50 | 0.01% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,689 | 48 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Added to | 9,307 | 46 | 0.0% | 0.0% | 136 | +831 | 9.8% | Q4 2025 | Feb 09, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 7,033 | 35 | 0.0% | 0.0% | 137 | +2,785 | 65.56% | Q4 2025 | Jan 26, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 6,163 | 30 | 0.0% | 0.0% | 138 | +168 | 2.8% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,000 | 30 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,967 | 29 | 0.0% | 0.0% | 140 | -640 | -9.69% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,144 | 16 | 0.0% | 0.0% | 141 | -226 | -6.71% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,855 | 15 | 0.0% | — | 142 | +2,855 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 2,987 | 14 | 0.0% | — | 143 | +2,987 | New | Q4 2025 | Feb 17, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 2,843 | 14 | 0.0% | 0.0% | 144 | +479 | 20.26% | Q4 2025 | Jan 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,613 | 13 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Larson Financial Group LLC | History | New | 2,000 | 10 | 0.0% | — | 146 | +2,000 | New | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,966 | 9 | 0.0% | 0.0% | 147 | -4,130 | -67.75% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,132 | 5 | 0.0% | 0.0% | 148 | +9 | 0.8% | Q4 2025 | Feb 06, 2026 |
| FEDERATED HERMES, INC. | History | New | 753 | 3 | 0.0% | — | 149 | +753 | New | Q4 2025 | Feb 12, 2026 |
| Optiver Holding B.V. | History | Reduced | 530 | 2 | 0.0% | 0.0% | 154 | -774 | -59.36% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 416 | 2 | 0.0% | — | 151 | +416 | New | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 539 | 2 | 0.0% | — | 153 | +243 | 82.09% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Added to | 547 | 2 | 0.0% | 0.0% | 152 | +197 | 56.29% | Q4 2025 | Feb 06, 2026 |
| Daiwa Securities Group Inc. | History | No change | 352 | 2 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | New | 334 | 1 | 0.0% | — | 157 | +334 | New | Q4 2025 | Mar 16, 2026 |
| ASSETMARK, INC | History | New | 333 | 1 | 0.0% | — | 156 | +333 | New | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 309 | 1 | 0.0% | — | 161 | +308 | 30800.0% | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | Added to | 211 | 1 | 0.0% | — | 160 | +156 | 283.64% | Q4 2025 | Jan 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 236 | 1 | 0.0% | — | 155 | +71 | 43.03% | Q4 2025 | Feb 10, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 269 | 1 | 0.0% | — | 158 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HighMark Wealth Management LLC | History | No change | 300 | 1 | 0.0% | — | 159 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Candriam S.C.A. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,534,230 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Rhenman & Partners Asset Management AB | History | Closed out | 0 | 0 | — | 0.28% | — | -823,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -113,068 | -100.0% | Q3 2025 | Oct 23, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -84,582 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,879 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.01% | — | -30,453 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Forefront Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -27,027 | -100.0% | Q3 2025 | Oct 20, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATAURO, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,572 | -100.0% | Q3 2025 | Oct 10, 2025 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,083 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,670 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Arax Advisory Partners | History | Reduced | 19 | 0 | — | 0.0% | — | -6,511 | -99.71% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -355 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MAI Capital Management | History | New | 63 | 0 | — | — | — | +63 | New | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 110 | 0 | — | — | — | +23 | 26.44% | Q4 2025 | Feb 20, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2025 | Nov 18, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 25 | 0 | — | — | — | -1 | -3.85% | Q4 2025 | Feb 03, 2026 |