ARDELYX, INC. - ARDX
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 | 23,504,630 | 119,873 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rubric Capital Management LP | History | No change | 16,202,700 | 82,633 | 0.76% | 0.76% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 14,272,473 | 72,789 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 13,356,128 | 68,116 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 10,471,494 | 53,404 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 9,546,732 | 48,688 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 8,026,774 | 40,936 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 6,401,736 | 32,655 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 5,302,311 | 27,042 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 5,209,823 | 26,570 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 3,997,099 | 20,385 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,685,034 | 18,793 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,389,546 | 12,186 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,316,220 | 11,812 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,280,143 | 11,628 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rock Springs Capital Management LP | History | No change | 2,241,769 | 11,433 | 0.56% | 0.56% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,211,760 | 11,279 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,163,500 | 11,033 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 2,090,675 | 10,662 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,765,932 | 9,800 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,754,819 | 8,949 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eversept Partners, LP | History | No change | 1,678,345 | 8,559 | 0.44% | 0.44% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,620,437 | 8,264 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Goldman & Co LP | History | No change | 1,579,828 | 8,057 | 0.21% | 0.21% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,419,974 | 7,241 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Invesco Ltd. | History | No change | 1,368,868 | 6,981 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,301,624 | 6,638 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 1,161,238 | 6,073 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 1,363,236 | 4,662 | 0.0% | 0.0% | 29 | +1,052,215 | 338.31% | Q3 2026 | Nov 04, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 1,338,849 | 4,578 | 0.13% | 0.18% | 30 | +127,159 | 10.49% | Q3 2026 | Oct 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 892,593 | 4,552 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 890,944 | 4,543 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 810,322 | 4,132 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 770,910 | 3,931 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 752,923 | 3,839 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 749,676 | 3,823 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Squarepoint Ops LLC | History | No change | 715,262 | 3,647 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SECTOR GAMMA AS | History | No change | 686,844 | 3,502 | 0.76% | 0.76% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trexquant Investment LP | History | No change | 660,586 | 3,368 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redmile Group, LLC | History | No change | 641,750 | 3,272 | 0.22% | 0.22% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 612,672 | 3,119 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 893,643 | 3,056 | 0.0% | 0.0% | 42 | +419,549 | 88.49% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | No change | 551,721 | 2,813 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 536,981 | 2,738 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Krensavage Asset Management, LLC | History | No change | 534,523 | 2,726 | 1.04% | 1.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 486,412 | 2,480 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caption Management, LLC | History | No change | 480,000 | 2,448 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 467,600 | 2,384 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GROUP ONE TRADING LLC | History | No change | 413,403 | 2,108 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 411,386 | 2,098 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 377,300 | 1,924 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 555,206 | 1,898 | 0.0% | 0.0% | 52 | +175,879 | 46.37% | Q3 2026 | Nov 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 359,635 | 1,835 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 264,770 | 1,585 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 305,800 | 1,559 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DIADEMA PARTNERS LP | History | No change | 303,025 | 1,545 | 0.2% | 0.2% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 295,635 | 1,507 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 420,000 | 1,436 | 0.31% | 0.49% | 58 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 280,470 | 1,430 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Knott David M Jr | History | No change | 263,168 | 1,342 | 0.71% | 0.71% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Freestone Grove Partners LP | History | No change | 253,692 | 1,293 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 225,800 | 1,236 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Headlands Technologies LLC | History | No change | 240,796 | 1,228 | 0.13% | 0.13% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 240,798 | 1,228 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 314,215 | 1,074 | 0.5% | 0.84% | 67 | -19,900 | -5.96% | Q3 2026 | Oct 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 210,555 | 1,074 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 210,612 | 1,074 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rafferty Asset Management, LLC | History | No change | 206,163 | 1,051 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonepine Capital Management, LLC | History | No change | 150,000 | 1,050 | 0.59% | 0.59% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 204,373 | 1,042 | 0.24% | 0.24% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 201,445 | 1,027 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Raiffeisen Bank International AG | History | No change | 300,000 | 1,017 | 0.01% | 0.02% | 72 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP | History | No change | 195,611 | 997 | 0.23% | 0.23% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 195,464 | 996 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 171,014 | 872 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 166,521 | 849 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 228,696 | 782 | 0.0% | 0.0% | 77 | +183,936 | 410.94% | Q3 2026 | Nov 02, 2026 |
| SEI INVESTMENTS CO | History | No change | 152,059 | 775 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 143,425 | 731 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 142,652 | 727 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 137,660 | 702 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 136,512 | 699 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 200,150 | 684 | 0.06% | 0.1% | 83 | -26,250 | -11.59% | Q3 2026 | Nov 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 129,367 | 659 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lion Point Capital, LP | History | No change | 128,650 | 656 | 3.14% | 3.14% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Added to | 185,066 | 632 | 0.03% | 0.03% | 86 | +50,815 | 37.85% | Q3 2026 | Oct 22, 2026 |
| SECTORAL ASSET MANAGEMENT INC | History | No change | 122,394 | 624 | 0.44% | 0.44% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 115,790 | 590 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 112,904 | 575 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 104,922 | 535 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 103,494 | 527 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SG Americas Securities, LLC | History | No change | 103,174 | 526 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 102,617 | 523 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HSBC HOLDINGS PLC | History | No change | 100,550 | 509 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 97,921 | 497 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Trust Co | History | No change | 97,247 | 495 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 90,358 | 460 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 85,577 | 436 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 119,164 | 407 | 0.01% | 0.03% | 100 | -171,090 | -58.94% | Q3 2026 | Oct 16, 2026 |
| STRS OHIO | History | Added to | 119,200 | 407 | 0.0% | 0.0% | 99 | +51,700 | 76.59% | Q3 2026 | Oct 30, 2026 |
| NATIXIS | History | No change | 78,207 | 398 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | No change | 116,369 | 397 | 0.03% | 0.05% | 102 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Persistent Asset Partners Ltd | History | No change | 77,371 | 394 | 0.12% | 0.12% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pavaki Capital Management LLC | History | No change | 115,000 | 393 | 0.13% | 0.2% | 104 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Arax Advisory Partners | History | No change | 76,931 | 392 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 76,598 | 390 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 76,348 | 389 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 75,544 | 385 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 75,334 | 384 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 111,771 | 382 | 0.01% | 0.01% | 110 | +6,433 | 6.11% | Q3 2026 | Oct 28, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 74,006 | 377 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 72,449 | 369 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 71,826 | 366 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 71,436 | 364 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 69,429 | 354 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 68,689 | 350 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EntryPoint Capital, LLC | History | No change | 64,028 | 326 | 0.08% | 0.08% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 63,242 | 322 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 61,084 | 311 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 60,780 | 309 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 57,701 | 294 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 84,778 | 289 | 0.01% | 0.01% | 122 | -3,263 | -3.71% | Q3 2026 | Nov 03, 2026 |
| MARSHALL WACE, LLP | History | No change | 56,495 | 288 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 54,000 | 275 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 53,978 | 275 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 51,600 | 263 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 47,922 | 244 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 47,349 | 241 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blueshift Asset Management, LLC | History | No change | 45,095 | 229 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 66,642 | 227 | 0.0% | — | 130 | +66,642 | New | Q3 2026 | Oct 28, 2026 |
| Arizona State Retirement System | History | Added to | 66,108 | 226 | 0.0% | 0.0% | 131 | +1,821 | 2.83% | Q3 2026 | Nov 03, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 41,192 | 210 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | Added to | 60,140 | 205 | 0.01% | 0.01% | 133 | +13,536 | 29.04% | Q3 2026 | Nov 02, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 39,348 | 200 | 0.07% | 0.07% | 134 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Root Financial Partners, LLC | History | Reduced | 57,539 | 196 | 0.01% | 0.01% | 135 | -497 | -0.86% | Q3 2026 | Oct 21, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 38,051 | 194 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 36,762 | 187 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 57,655 | 177 | 0.0% | 0.0% | 138 | +14,563 | 33.8% | Q3 2026 | Oct 26, 2026 |
| V. M. MANNING & CO., INC. | History | No change | 34,585 | 176 | 0.15% | 0.15% | 139 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | No change | 32,301 | 164 | 0.08% | 0.08% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 45,467 | 154 | 0.01% | 0.01% | 141 | +6,152 | 15.65% | Q3 2026 | Oct 27, 2026 |
| Focus Partners Wealth | History | No change | 29,169 | 148 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| E Fund Management Co., Ltd. | History | No change | 29,069 | 148 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 27,955 | 142 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 27,639 | 140 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 27,325 | 139 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 27,242 | 138 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 40,610 | 138 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 26,635 | 135 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ProShare Advisors LLC | History | Reduced | 39,330 | 134 | 0.0% | 0.0% | 151 | -778 | -1.94% | Q3 2026 | Oct 28, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 26,233 | 134 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRW Securities, LLC | History | No change | 26,304 | 134 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 25,551 | 130 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 24,496 | 125 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 24,631 | 125 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pallas Capital Advisors LLC | History | No change | 24,688 | 125 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 23,724 | 120 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 23,335 | 119 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 22,183 | 113 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sargent Investment Group, LLC | History | No change | 21,500 | 109 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | New | 33,822 | 102 | 0.0% | — | 162 | +33,822 | New | Q3 2026 | Nov 04, 2026 |
| PSP Research LLC | History | Reduced | 30,000 | 102 | 0.07% | 0.16% | 161 | -30,000 | -50.0% | Q3 2026 | Oct 21, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 28,690 | 98 | 0.0% | 0.0% | 163 | +10,001 | 53.51% | Q3 2026 | Nov 02, 2026 |
| DCF Advisers, LLC | History | Added to | 27,000 | 92 | 0.02% | 0.02% | 166 | +5,000 | 22.73% | Q3 2026 | Nov 04, 2026 |
| Magnetar Financial LLC | History | No change | 18,140 | 92 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 18,057 | 92 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 17,650 | 90 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 17,748 | 90 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 17,300 | 88 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Added to | 25,672 | 87 | 0.01% | 0.01% | 170 | +10,631 | 70.68% | Q3 2026 | Oct 28, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 16,301 | 83 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Engineers Gate Manager LP | History | No change | 16,213 | 82 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 23,386 | 79 | 0.0% | 0.0% | 173 | -12,199 | -34.28% | Q3 2026 | Nov 02, 2026 |
| XPONANCE LLC | History | Reduced | 23,060 | 78 | 0.0% | 0.0% | 174 | -404 | -1.72% | Q3 2026 | Nov 03, 2026 |
| CreativeOne Wealth, LLC | History | No change | 14,750 | 75 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 22,737 | 74 | 0.0% | 0.0% | 176 | -62,836 | -73.43% | Q3 2026 | Oct 13, 2026 |
| Centiva Capital, LP | History | No change | 14,623 | 74 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 14,154 | 72 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 14,282 | 72 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 13,956 | 71 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 13,495 | 68 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 13,023 | 66 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 13,081 | 66 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 12,000 | 61 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLSTATE CORP | History | No change | 11,285 | 57 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bayesian Capital Management, LP | History | No change | 11,100 | 56 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 11,000 | 56 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 16,188 | 55 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Cetera Investment Advisers | History | No change | 10,864 | 55 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | New | 15,500 | 53 | 0.0% | — | 190 | +15,500 | New | Q3 2026 | Oct 30, 2026 |
| SCS Capital Management LLC | History | No change | 10,173 | 51 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vontobel Holding Ltd. | History | New | 13,352 | 45 | 0.0% | — | 192 | +13,352 | New | Q3 2026 | Oct 16, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 12,734 | 43 | 0.0% | 0.0% | 193 | +1,686 | 15.26% | Q3 2026 | Oct 28, 2026 |
| Kestra Advisory Services, LLC | History | New | 11,530 | 39 | 0.0% | — | 194 | +11,530 | New | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 11,146 | 38 | 0.0% | 0.0% | 196 | -1,000 | -8.23% | Q3 2026 | Nov 02, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 11,393 | 38 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 10,461 | 35 | 0.0% | 0.0% | 198 | -139 | -1.31% | Q3 2026 | Oct 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,922 | 35 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 10,166 | 34 | 0.0% | 0.0% | 199 | +4,976 | 95.88% | Q3 2026 | Oct 26, 2026 |
| Sterling Capital Management LLC | History | Added to | 8,088 | 27 | 0.0% | 0.0% | 200 | +7,230 | 842.66% | Q3 2026 | Oct 22, 2026 |
| HighMark Wealth Management LLC | History | No change | 4,985 | 25 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nykredit A/S | History | No change | 4,326 | 22 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Allworth Financial LP | History | No change | 4,091 | 20 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 3,613 | 18 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacer Advisors, Inc. | History | No change | 3,443 | 18 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GK Wealth Management LLC | History | Reduced | 4,300 | 14 | 0.01% | 0.11% | 206 | -36,568 | -89.48% | Q3 2026 | Oct 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 3,395 | 11 | 0.0% | 0.0% | 207 | -287 | -7.79% | Q3 2026 | Oct 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,702 | 9 | 0.0% | 0.0% | 208 | -2,726 | -50.22% | Q3 2026 | Nov 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,701 | 8 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 2,307 | 7 | 0.0% | 0.0% | 210 | -1,651 | -41.71% | Q3 2026 | Oct 26, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,500 | 7 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,215 | 6 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,686 | 5 | 0.0% | 0.0% | 213 | -630 | -27.2% | Q3 2026 | Oct 16, 2026 |
| BFC Planning, Inc. | History | No change | 1,000 | 5 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,192 | 4 | 0.0% | 0.0% | 216 | +357 | 42.75% | Q3 2026 | Nov 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 978 | 4 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,122 | 3 | 0.0% | 0.0% | 218 | -724 | -39.22% | Q3 2026 | Oct 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 662 | 3 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 713 | 2 | 0.0% | — | 219 | +609 | 585.58% | Q3 2026 | Oct 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 722 | 2 | 0.0% | 0.0% | 224 | +430 | 147.26% | Q3 2026 | Oct 29, 2026 |
| Larson Financial Group LLC | History | No change | 553 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 421 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Truvestments Capital LLC | History | No change | 495 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 448 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 451 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | Reduced | 320 | 1 | 0.0% | 0.01% | 232 | -2,505 | -88.67% | Q3 2026 | Oct 14, 2026 |
| Signature Equity Partners, LLC | History | New | 565 | 1 | 0.0% | — | 233 | +565 | New | Q3 2026 | Oct 29, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 405 | 1 | 0.0% | 0.0% | 228 | +166 | 69.46% | Q3 2026 | Oct 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 319 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 105 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 500 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Quarry LP | History | No change | 293 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 409 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| AIGH Capital Management LLC | History | Closed out | 0 | 0 | — | 1.03% | — | -3,200,000 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Carrera Capital Advisors | History | Closed out | 0 | 0 | — | 0.15% | — | -195,159 | -100.0% | Q3 2026 | Nov 03, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -100,000 | -100.0% | Q3 2026 | Oct 27, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,301 | -100.0% | Q3 2026 | Nov 03, 2026 |
| KBC Group NV | History | Closed out | 0 | 0 | — | 0.0% | — | -10,361 | -100.0% | Q3 2026 | Oct 22, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,444 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Tradewinds Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -816 | -100.0% | Q3 2026 | Oct 23, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -773 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 168 | 0 | — | 0.0% | — | -595 | -77.98% | Q3 2026 | Oct 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 69 | 0 | — | 0.0% | — | -254 | -78.64% | Q3 2026 | Oct 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 241 | 0 | — | — | — | +241 | New | Q3 2026 | Oct 28, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 5 | 0 | — | — | — | -105 | -95.45% | Q3 2026 | Oct 26, 2026 |
| Ares Financial Consulting, LLC | History | Closed out | 0 | 0 | — | — | — | -90 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Ascentis Independent Advisors | History | New | 79 | 0 | — | — | — | +79 | New | Q3 2026 | Nov 03, 2026 |
| CoreCap Advisors, LLC | History | New | 64 | 0 | — | — | — | +64 | New | Q3 2026 | Oct 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | — | — | -55 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Covestor Ltd | History | Reduced | 32 | 0 | — | — | — | -21 | -39.62% | Q3 2026 | Oct 30, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 30, 2026 |
| US BANCORP \DE\ | History | No change | 58 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 185 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Concord Wealth Partners | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| JPL Wealth Management, LLC | History | No change | 110 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gen-Wealth Partners Inc | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 124 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |