ACCURAY INC - ARAY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TCW GROUP INC | History | Added to | 18,942,059 | 4,077 | 0.03% | 0.03% | 1 | +3,474,107 | 22.46% | Q2 2026 | Aug 03, 2026 |
| Neuberger Berman Group LLC | History | Added to | 6,073,663 | 1,568 | 0.0% | 0.0% | 2 | +218,599 | 3.73% | Q2 2026 | Aug 13, 2026 |
| ARMISTICE CAPITAL, LLC | History | Added to | 5,736,000 | 1,478 | 0.02% | 0.04% | 3 | +100,000 | 1.77% | Q2 2026 | Aug 14, 2026 |
| WEBER CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 4,932,706 | 1,271 | 1.08% | 1.96% | 4 | -122,588 | -2.42% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 4,437,800 | 1,144 | 0.0% | 0.0% | 5 | +7,408 | 0.17% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Reduced | 3,266,185 | 842 | 0.0% | 0.0% | 6 | -5,192,224 | -61.39% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,719,032 | 700 | 0.0% | 0.0% | 7 | +2,101,555 | 340.35% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 2,151,720 | 554 | 0.0% | — | 8 | +2,151,720 | New | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 2,065,284 | 532 | 0.0% | 0.0% | 9 | -225,700 | -9.85% | Q2 2026 | Aug 13, 2026 |
| DAFNA Capital Management LLC | History | No change | 1,680,508 | 433 | 0.08% | 0.15% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 1,623,965 | 418 | 0.0% | 0.0% | 11 | +222,199 | 15.85% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 1,589,145 | 409 | 0.0% | — | 12 | +1,589,145 | New | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 1,448,234 | 373 | 0.0% | 0.0% | 14 | +901,158 | 164.72% | Q2 2026 | Aug 14, 2026 |
| SILVERBACK ASSET MANAGEMENT LLC | History | Reduced | 1,450,000 | 373 | 0.04% | 0.09% | 13 | -200,000 | -12.12% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 1,375,746 | 354 | 0.0% | 0.0% | 15 | +86,958 | 6.75% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,189,377 | 306 | 0.0% | 0.0% | 16 | -1,191,462 | -50.04% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 1,050,896 | 272 | 0.01% | 0.02% | 17 | +312,800 | 42.38% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 825,604 | 212 | 0.0% | 0.0% | 18 | +791,827 | 2344.28% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 802,957 | 207 | 0.0% | 0.0% | 19 | -58,678 | -6.81% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 685,262 | 176 | 0.0% | 0.0% | 20 | -80,186 | -10.48% | Q2 2026 | Aug 13, 2026 |
| Silverberg Bernstein Capital Management LLC | History | Added to | 658,915 | 169 | 0.06% | 0.14% | 21 | +3,234 | 0.49% | Q2 2026 | Jul 07, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 649,353 | 167 | 0.0% | 0.0% | 22 | -194,293 | -23.03% | Q2 2026 | Aug 14, 2026 |
| TENOR CAPITAL MANAGEMENT Co., L.P. | History | No change | 500,000 | 128 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Reduced | 485,866 | 125 | 0.0% | 0.0% | 24 | -1,531,787 | -75.92% | Q2 2026 | Sep 22, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 392,236 | 101 | 0.0% | 0.0% | 25 | +180,639 | 85.37% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 376,695 | 97 | 0.0% | 0.0% | 26 | +296,852 | 371.79% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 347,512 | 89 | 0.0% | — | 27 | +347,512 | New | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 333,267 | 85 | 0.0% | 0.0% | 28 | +289,840 | 667.42% | Q2 2026 | Aug 11, 2026 |
| North Star Investment Management Corp. | History | Added to | 264,620 | 68 | 0.0% | 0.0% | 29 | +100,000 | 60.75% | Q2 2026 | Jul 28, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 263,559 | 67 | 0.0% | 0.0% | 30 | -453,486 | -63.24% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 257,033 | 66 | 0.0% | 0.0% | 31 | -31,780 | -11.0% | Q2 2026 | Aug 13, 2026 |
| Williams & Novak, LLC | History | Added to | 238,230 | 61 | 0.04% | 0.05% | 32 | +56,200 | 30.87% | Q2 2026 | Jul 08, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 204,014 | 52 | 0.0% | 0.0% | 33 | -1 | -0.0% | Q2 2026 | Jul 08, 2026 |
| BARCLAYS PLC | History | Reduced | 172,639 | 44 | 0.0% | 0.0% | 34 | -11,971 | -6.48% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 160,899 | 41 | 0.0% | — | 35 | +160,899 | New | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 127,442 | 32 | 0.0% | 0.0% | 36 | +78,216 | 158.89% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Reduced | 118,703 | 30 | 0.0% | 0.0% | 37 | -209,472 | -63.83% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 110,614 | 28 | 0.0% | 0.0% | 38 | -61,495 | -35.73% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 111,500 | 28 | 0.0% | 0.0% | 39 | -36,047 | -24.43% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 111,442 | 28 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 104,735 | 27 | 0.0% | 0.0% | 41 | +69,251 | 195.16% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 87,678 | 22 | 0.0% | 0.0% | 42 | -44,614 | -33.72% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 94,961 | 19 | 0.0% | 0.0% | 43 | +80,328 | 548.95% | Q2 2026 | Jul 15, 2026 |
| Virtu Financial LLC | History | New | 54,499 | 14 | 0.0% | — | 45 | +54,499 | New | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 54,570 | 14 | 0.0% | 0.0% | 44 | +23,731 | 76.95% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 52,290 | 13 | 0.0% | 0.0% | 46 | +35,379 | 209.21% | Q2 2026 | Aug 19, 2026 |
| Janney Montgomery Scott LLC | History | No change | 50,032 | 13 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Point72 Asset Management, L.P. | History | New | 47,552 | 12 | 0.0% | — | 49 | +47,552 | New | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | New | 33,096 | 12 | 0.0% | — | 48 | +33,096 | New | Q2 2026 | Aug 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 43,916 | 11 | 0.0% | 0.0% | 50 | -118,589 | -72.98% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 42,686 | 11 | 0.0% | 0.0% | 52 | +28,574 | 202.48% | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | No change | 43,800 | 11 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Callan Family Office, LLC | History | New | 42,386 | 10 | 0.0% | — | 54 | +42,386 | New | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 41,222 | 10 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 38,619 | 9 | 0.0% | — | 56 | +38,619 | New | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 36,561 | 9 | 0.0% | — | 57 | +36,531 | 121770.0% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 34,080 | 9 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 34,548 | 8 | 0.0% | 0.0% | 58 | +20,007 | 137.59% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 31,551 | 8 | 0.0% | 0.0% | 59 | +2,951 | 10.32% | Q2 2026 | Sep 02, 2026 |
| BRIGHTON JONES LLC | History | New | 27,629 | 7 | 0.0% | — | 60 | +27,629 | New | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 24,719 | 6 | 0.0% | 0.0% | 62 | -26,056 | -51.32% | Q2 2026 | Aug 13, 2026 |
| Pallas Capital Advisors LLC | History | New | 24,613 | 6 | 0.0% | — | 64 | +24,613 | New | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 23,329 | 6 | 0.0% | 0.0% | 61 | -32 | -0.14% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 23,400 | 6 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 22,035 | 5 | 0.0% | 0.0% | 65 | -66,913 | -75.23% | Q2 2026 | Aug 14, 2026 |
| PERKINS CAPITAL MANAGEMENT INC | History | Reduced | 20,000 | 5 | 0.0% | 0.02% | 67 | -32,500 | -61.9% | Q2 2026 | Jul 24, 2026 |
| Merit Financial Group, LLC | History | New | 22,401 | 5 | 0.0% | — | 69 | +22,401 | New | Q2 2026 | Jul 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 20,000 | 5 | 0.0% | — | 68 | +20,000 | New | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 21,000 | 5 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 18,291 | 4 | 0.0% | 0.0% | 70 | -276,612 | -93.8% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | New | 18,574 | 4 | 0.0% | — | 74 | +18,574 | New | Q2 2026 | Aug 27, 2026 |
| SG Americas Securities, LLC | History | New | 15,966 | 4 | 0.0% | — | 71 | +15,966 | New | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | New | 15,870 | 4 | 0.0% | — | 72 | +15,870 | New | Q2 2026 | Aug 12, 2026 |
| R Squared Ltd | History | Reduced | 19,354 | 4 | 0.0% | 0.0% | 73 | -1,064 | -5.21% | Q2 2026 | Aug 05, 2026 |
| Teton Advisors, LLC | History | No change | 18,000 | 4 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 15,038 | 3 | 0.0% | — | 80 | +15,038 | New | Q2 2026 | Sep 08, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 14,265 | 3 | 0.0% | — | 81 | +14,265 | New | Q2 2026 | Jul 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 13,007 | 3 | 0.0% | — | 78 | +13,007 | New | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | New | 11,734 | 3 | 0.0% | — | 79 | +11,734 | New | Q2 2026 | Jul 27, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 13,675 | 3 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 13,300 | 3 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Algorithmic Investment Models, LLC | History | New | 10,630 | 2 | 0.0% | — | 87 | +10,630 | New | Q2 2026 | Aug 07, 2026 |
| Proficio Capital Partners LLC | History | New | 10,470 | 2 | 0.0% | — | 86 | +10,470 | New | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 7,769 | 2 | 0.0% | 0.0% | 85 | +3,891 | 100.34% | Q2 2026 | Aug 11, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 9,329 | 2 | 0.0% | 0.0% | 84 | +1,843 | 24.62% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,861 | 2 | 0.0% | 0.0% | 83 | +483 | 4.65% | Q2 2026 | Sep 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 10,000 | 2 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Essential Partners LLC | History | Added to | 7,369 | 1 | 0.0% | — | 90 | +7,125 | 2920.08% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | New | 5,255 | 1 | 0.0% | — | 89 | +5,255 | New | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,787 | 1 | 0.0% | — | 88 | +3,540 | 283.88% | Q2 2026 | Jul 24, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,346,360 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HEARTLAND ADVISORS INC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,977,450 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Parkman Healthcare Partners LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -884,578 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -595,229 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -394,270 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -334,023 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -295,412 | -100.0% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -245,107 | -100.0% | Q2 2026 | Aug 07, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -239,163 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -219,959 | -100.0% | Q2 2026 | Aug 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -128,065 | -100.0% | Q2 2026 | Aug 06, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -68,751 | -100.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 682 | 0 | — | 0.0% | — | -68,694 | -99.02% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -65,681 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -55,648 | -100.0% | Q2 2026 | Aug 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -54,730 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Closed out | 0 | 0 | — | 0.0% | — | -50,833 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -47,130 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,400 | -100.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,777 | -100.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -29,096 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Closed out | 0 | 0 | — | 0.0% | — | -28,113 | -100.0% | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,718 | -100.0% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,752 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,427 | -100.0% | Q2 2026 | Jul 24, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,005 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,364 | -100.0% | Q2 2026 | Aug 11, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,832 | -100.0% | Q2 2026 | Jul 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,908 | -100.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,298 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,275 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Legal & General Group Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -9,424 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,401 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,702 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,165 | -100.0% | Q2 2026 | Aug 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -3,075 | -100.0% | Q2 2026 | Aug 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,593 | 0 | — | 0.0% | — | -2,663 | -62.57% | Q2 2026 | Aug 05, 2026 |
| Optiver Holding B.V. | History | Added to | 3,393 | 0 | — | — | — | +1,681 | 98.19% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | Added to | 1,657 | 0 | — | — | — | +1,590 | 2373.13% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,490 | 0 | — | — | — | +1,052 | 240.18% | Q2 2026 | Jul 17, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -985 | -100.0% | Q2 2026 | Jul 28, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | — | — | -775 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Fortitude Family Office, LLC | History | New | 639 | 0 | — | — | — | +639 | New | Q2 2026 | Jul 20, 2026 |
| ROYAL BANK OF CANADA | History | New | 603 | 0 | — | — | — | +603 | New | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 882 | 0 | — | — | — | -564 | -39.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 748 | 0 | — | — | — | +502 | 204.07% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -398 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -335 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -210 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 104 | 0 | — | — | — | -130 | -55.56% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 84 | 0 | — | — | — | -129 | -60.56% | Q2 2026 | Jul 20, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -121 | -100.0% | Q2 2026 | Jul 29, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 115 | 0 | — | — | — | +85 | 283.33% | Q2 2026 | Jul 22, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 73 | 0 | — | — | — | +73 | New | Q2 2026 | Jul 22, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -66 | -100.0% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 143 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,000 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 920 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighMark Wealth Management LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fairscale Capital, LLC | History | No change | 479 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crews Bank & Trust | History | No change | 1,500 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |