Asana, Inc. - ASAN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PharVision Advisers, LLC | History | No change | 10,309 | 72,163 | 1.36% | 1.36% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 9,419,877 | 65,939 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 9,258,754 | 64,811 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 7,333,657 | 51,335 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 6,547,664 | 45,833 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 6,061,076 | 42,427 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 4,724,532 | 33,071 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,310,919 | 30,176 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,072,211 | 28,505 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 3,470,322 | 24,292 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 3,396,684 | 23,776 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 3,240,082 | 22,680 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESTERLY CAPITAL MANAGEMENT, LLC | History | No change | 3,030,000 | 21,210 | 3.91% | 3.91% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,812,294 | 19,686 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 2,806,411 | 19,644 | 0.07% | 0.07% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,447,662 | 17,136 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 2,185,484 | 15,298 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 2,063,943 | 14,447 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 1,699,145 | 11,894 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,689,539 | 11,826 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 1,539,925 | 10,768 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,431,364 | 10,019 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,302,571 | 9,117 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,160,988 | 8,126 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,052,355 | 7,366 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Voleon Capital Management LP | History | No change | 1,040,319 | 7,282 | 0.13% | 0.13% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 995,838 | 6,970 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 950,327 | 6,652 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 888,160 | 6,217 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 827,688 | 5,793 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | No change | 744,077 | 5,208 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 687,991 | 4,815 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 660,864 | 4,626 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 536,732 | 3,757 | 0.07% | 0.07% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 521,421 | 3,649 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 493,618 | 3,455 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Engineers Gate Manager LP | History | No change | 456,777 | 3,197 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 439,440 | 3,076 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 396,187 | 2,804 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 395,218 | 2,766 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 372,988 | 2,610 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | No change | 371,841 | 2,602 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 362,219 | 2,535 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 346,912 | 2,428 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 327,481 | 2,292 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 323,669 | 2,265 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 303,184 | 2,122 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 292,800 | 2,049 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CITIGROUP INC | History | No change | 264,326 | 1,850 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | No change | 253,197 | 1,772 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 242,419 | 1,696 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 240,290 | 1,682 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 236,079 | 1,652 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 233,825 | 1,636 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS | History | No change | 229,600 | 1,607 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Numerai GP LLC | History | No change | 227,814 | 1,594 | 0.13% | 0.13% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 218,969 | 1,532 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | No change | 206,613 | 1,446 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 187,373 | 1,311 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 187,007 | 1,309 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 183,655 | 1,286 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 179,100 | 1,253 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 169,358 | 1,185 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 165,095 | 1,155 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 159,167 | 1,115 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 157,700 | 1,103 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 147,186 | 1,030 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Jackson Creek Investment Advisors LLC | History | No change | 123,480 | 1,027 | 0.34% | 0.34% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 141,683 | 991 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PEAK6 LLC | History | No change | 141,204 | 988 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 140,780 | 985 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 140,539 | 983 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crawford Fund Management, LLC | History | No change | 131,000 | 917 | 0.14% | 0.14% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 130,747 | 915 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 129,379 | 905 | 0.12% | 0.12% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 127,400 | 891 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 115,517 | 808 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 115,427 | 807 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 113,690 | 795 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Paragon Capital Management Ltd | History | No change | 94,152 | 793 | 0.15% | 0.12% | 80 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 112,589 | 788 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 121,651 | 786 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 109,219 | 764 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Whetstone Capital Advisors, LLC | History | No change | 105,100 | 735 | 0.19% | 0.19% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 104,365 | 730 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | No change | 99,253 | 694 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 98,650 | 690 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 94,144 | 659 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Counterpoint Mutual Funds LLC | History | No change | 92,371 | 646 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BARCLAYS PLC | History | No change | 91,641 | 641 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capstone Capital Management Ltd | History | No change | 91,460 | 640 | 0.29% | 0.29% | 91 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 97,815 | 626 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 88,899 | 622 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 87,239 | 610 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 83,200 | 582 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 79,917 | 559 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 73,613 | 515 | 0.07% | 0.07% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALLSTATE CORP | History | No change | 72,104 | 504 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 71,322 | 499 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 71,105 | 497 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALGERT GLOBAL LLC | History | No change | 65,661 | 459 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 64,423 | 450 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Walleye Capital LLC | History | No change | 62,131 | 434 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 61,254 | 429 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 60,455 | 423 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 57,200 | 419 | 0.08% | 0.08% | 106 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 59,784 | 418 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 59,305 | 415 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| MetLife Investment Management, LLC | History | No change | 58,240 | 407 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 56,994 | 398 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXQ CAPITAL, LP | History | No change | 51,975 | 363 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archford Capital Strategies, LLC | History | No change | 50,000 | 350 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Gotham Asset Management, LLC | History | No change | 46,120 | 322 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CMT Capital Markets Trading GmbH | History | No change | 45,000 | 315 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 44,888 | 314 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 44,490 | 311 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Regal Partners Ltd | History | No change | 42,465 | 297 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 40,021 | 280 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 37,480 | 262 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BRIGHTON JONES LLC | History | No change | 36,541 | 255 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 36,320 | 254 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 36,180 | 253 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 36,200 | 253 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 34,427 | 240 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 28,073 | 236 | 0.0% | 0.0% | 126 | -4,363 | -13.45% | Q3 2026 | Oct 08, 2026 |
| HighTower Advisors, LLC | History | No change | 33,813 | 236 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DRW Securities, LLC | History | No change | 33,460 | 234 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 32,900 | 230 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 32,234 | 225 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 31,259 | 218 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Wyoming | History | No change | 30,742 | 215 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pallas Capital Advisors LLC | History | No change | 30,798 | 215 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 30,142 | 210 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 29,222 | 205 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 29,135 | 203 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Co of New England, Inc. | History | No change | 28,807 | 201 | 0.07% | 0.07% | 136 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 28,749 | 201 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Merit Financial Group, LLC | History | No change | 28,627 | 200 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 28,276 | 197 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | No change | 28,271 | 197 | 0.1% | 0.1% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 27,637 | 193 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 25,300 | 177 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Summit Trail Advisors, LLC | History | No change | 25,096 | 175 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 24,856 | 173 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arizona State Retirement System | History | No change | 24,615 | 172 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 23,474 | 164 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 22,891 | 160 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 22,929 | 160 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 22,693 | 158 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 21,919 | 153 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 20,341 | 142 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inscription Capital, LLC | History | No change | 20,082 | 140 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 18,824 | 131 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shay Capital LLC | History | No change | 18,761 | 131 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 18,755 | 131 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Krane Funds Advisors LLC | History | No change | 18,472 | 129 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 18,300 | 128 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 18,043 | 126 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Olympiad Research LP | History | No change | 17,980 | 125 | 0.26% | 0.26% | 159 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 17,599 | 123 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 17,280 | 120 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pictet Asset Management Holding SA | History | No change | 16,323 | 114 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 16,180 | 113 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 16,007 | 112 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 15,006 | 105 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 14,253 | 105 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ProShare Advisors LLC | History | No change | 14,414 | 100 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHANNEL WEALTH LLC | History | No change | 14,334 | 100 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Compound Planning, Inc. | History | No change | 14,411 | 100 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Impact Capital Partners LLC | History | No change | 14,154 | 99 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Frec Markets, Inc. | History | No change | 14,256 | 99 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 13,793 | 96 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 13,650 | 95 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 13,548 | 94 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bull Harbor Capital LLC | History | No change | 13,404 | 93 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 13,195 | 92 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SG Americas Securities, LLC | History | No change | 12,455 | 87 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 12,562 | 87 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SummitTX Capital, L.P. | History | No change | 12,393 | 86 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 12,143 | 85 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 12,226 | 85 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 12,050 | 84 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | No change | 11,209 | 78 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| StoneX Group Inc. | History | No change | 10,312 | 77 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 11,008 | 77 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 10,890 | 76 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 10,896 | 76 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 10,971 | 76 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 10,726 | 75 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 8,443 | 71 | 0.01% | 0.0% | 193 | +2,401 | 39.74% | Q3 2026 | Oct 01, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,175 | 71 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 10,274 | 71 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 10,156 | 71 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marathon Trading Investment Management LLC | History | No change | 10,000 | 70 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | No change | 10,125 | 70 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,846 | 61 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,416 | 58 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Leonteq Securities AG | History | No change | 7,501 | 52 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bayforest Capital Ltd | History | No change | 7,233 | 50 | 0.05% | 0.05% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Performa Ltd (US), LLC | History | No change | 6,775 | 47 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Center for Financial Planning, Inc. | History | No change | 6,000 | 42 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 5,244 | 36 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,096 | 28 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3,737 | 26 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Essential Partners LLC | History | No change | 3,835 | 26 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,639 | 25 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,515 | 24 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 3,013 | 21 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bogart Wealth, LLC | History | No change | 3,000 | 21 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GAMMA Investing LLC | History | Added to | 2,474 | 20 | 0.0% | 0.0% | 210 | +659 | 36.31% | Q3 2026 | Oct 08, 2026 |
| True Wealth Design, LLC | History | No change | 2,585 | 18 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FEDERATED HERMES, INC. | History | No change | 2,325 | 16 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,387 | 16 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,052 | 14 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,904 | 13 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,493 | 10 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,549 | 10 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 1,443 | 10 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Covestor Ltd | History | No change | 1,367 | 10 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,525 | 10 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,070 | 9 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,350 | 9 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NFSG Corp | History | No change | 1,250 | 8 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 1,018 | 7 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrinityBridge Ltd | History | No change | 838 | 6 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Activest Wealth Management | History | No change | 742 | 5 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fortitude Family Office, LLC | History | No change | 789 | 5 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 700 | 5 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Perspectives, Inc | History | No change | 755 | 5 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bell Investment Advisors, Inc | History | No change | 664 | 4 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GK Wealth Management LLC | History | New | 468 | 3 | 0.0% | — | 234 | +468 | New | Q3 2026 | Oct 09, 2026 |
| Clearstead Advisors, LLC | History | No change | 443 | 3 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 435 | 3 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 534 | 3 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 331 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | No change | 342 | 2 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parkside Financial Bank & Trust | History | No change | 400 | 2 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| IFP Advisors, Inc | History | No change | 346 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | No change | 382 | 2 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 286 | 2 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PlanVest Financial, Inc | History | No change | 300 | 2 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 277 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fulcrum Asset Management LLP | History | No change | 210 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Avion Wealth | History | No change | 163 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cornerstone Planning Group LLC | History | No change | 170 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SJS Investment Consulting Inc. | History | No change | 252 | 1 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quarry LP | History | No change | 196 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 244 | 1 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 244 | 1 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 153 | 1 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HM PAYSON & CO | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Marquette Asset Management, LLC | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 123 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 124 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 88 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Main Street Group, LTD | History | No change | 125 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 103 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 76 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key Capital Management, INC | History | No change | 119 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |