Aura Biosciences, Inc. - AURA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Matrix Capital Management Company, LP | History | No change | 6,922,870 | 46,314 | 100.0% | 65.48% | 1 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Frazier Life Sciences Management, L.P. | History | No change | 5,100,000 | 34,119 | 0.88% | 0.75% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 4,881,125 | 32,654 | 0.05% | 0.04% | 3 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Long Focus Capital Management, LLC | History | No change | 4,619,582 | 30,905 | 0.81% | 0.66% | 4 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUVRETTA CAPITAL MANAGEMENT, LLC | History | No change | 4,372,884 | 29,254 | 0.75% | 0.49% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 3,586,640 | 23,994 | 0.0% | 0.0% | 6 | +26,216 | 0.74% | Q1 2026 | May 13, 2026 |
| Medicxi Ventures Management (Jersey) Ltd | History | No change | 3,039,892 | 20,336 | 2.07% | 1.98% | 7 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VANGUARD GROUP INC | History | No change | 2,936,538 | 16,004 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,243,828 | 15,011 | 0.0% | — | 9 | +2,243,828 | New | Q1 2026 | May 15, 2026 |
| Nantahala Capital Management, LLC | History | No change | 2,117,697 | 14,167 | 0.52% | 0.38% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,072,726 | 13,866 | 0.0% | 0.0% | 11 | -125,697 | -5.72% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,310,862 | 8,770 | 0.0% | 0.0% | 12 | +55,412 | 4.41% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,097,627 | 7,343 | 0.0% | 0.0% | 13 | +480,289 | 77.8% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 964,670 | 6,453 | 0.0% | 0.0% | 14 | +38,136 | 4.12% | Q1 2026 | May 15, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 941,400 | 6,297 | 0.48% | 0.49% | 15 | -94,186 | -9.09% | Q1 2026 | May 13, 2026 |
| B Group, Inc. | History | Added to | 597,576 | 3,997 | 2.96% | 2.3% | 16 | +25,000 | 4.37% | Q1 2026 | May 15, 2026 |
| ACORN CAPITAL ADVISORS, LLC | History | No change | 595,744 | 3,985 | 1.13% | 1.1% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 558,158 | 3,731 | 0.0% | 0.0% | 18 | +40,242 | 7.77% | Q1 2026 | May 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 557,654 | 3,730 | 0.0% | — | 19 | +557,654 | New | Q1 2026 | May 15, 2026 |
| Regency Capital Management Inc.\DE | History | Reduced | 532,495 | 3,562 | 1.59% | 1.22% | 20 | -6,089 | -1.13% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 430,522 | 2,880 | 0.0% | 0.0% | 21 | +17,713 | 4.29% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 415,191 | 2,779 | 0.0% | 0.0% | 22 | -27,598 | -6.23% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 397,160 | 2,657 | 0.0% | — | 23 | +397,160 | New | Q1 2026 | May 08, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 391,334 | 2,618 | 0.0% | — | 24 | +391,334 | New | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 241,800 | 1,617 | 0.0% | 0.0% | 25 | +194,369 | 409.79% | Q1 2026 | May 12, 2026 |
| Caligan Partners LP | History | New | 229,864 | 1,537 | 0.1% | — | 26 | +229,864 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 224,041 | 1,498 | 0.0% | 0.0% | 27 | +5,634 | 2.58% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 178,726 | 1,195 | 0.0% | 0.0% | 28 | +38,800 | 27.73% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 127,543 | 853 | 0.0% | 0.0% | 29 | -13,416 | -9.52% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 125,356 | 838 | 0.0% | 0.0% | 30 | -39,829 | -24.11% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 123,983 | 829 | 0.0% | — | 31 | +123,983 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 118,904 | 795 | 0.0% | 0.0% | 32 | -52,735 | -30.72% | Q1 2026 | May 05, 2026 |
| PLATINUM INVESTMENT MANAGEMENT LTD | History | No change | 111,865 | 748 | 0.19% | 0.14% | 33 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 102,100 | 683 | 0.0% | 0.0% | 34 | -43,100 | -29.68% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 99,433 | 665 | 0.0% | 0.0% | 35 | -8,490 | -7.87% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 97,139 | 649 | 0.0% | 0.0% | 36 | -37,924 | -28.08% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 91,075 | 609 | 0.0% | 0.0% | 37 | +54,694 | 150.34% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 90,055 | 602 | 0.0% | 0.0% | 38 | -24,554 | -21.42% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Added to | 89,521 | 598 | 0.01% | 0.01% | 39 | +28,710 | 47.21% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | New | 83,508 | 558 | 0.0% | — | 40 | +83,508 | New | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Added to | 72,712 | 486 | 0.0% | 0.0% | 41 | +378 | 0.52% | Q1 2026 | Apr 30, 2026 |
| Permanent Capital Management, LP | History | Reduced | 62,369 | 439 | 0.07% | 0.08% | 42 | -13,495 | -17.79% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 64,720 | 432 | 0.0% | 0.0% | 43 | -314 | -0.48% | Q1 2026 | May 12, 2026 |
| TBH Global Asset Management, LLC | History | No change | 60,322 | 403 | 0.08% | 0.05% | 44 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 57,419 | 384 | 0.0% | 0.0% | 45 | -1,820 | -3.07% | Q1 2026 | May 15, 2026 |
| Maven Securities LTD | History | New | 50,000 | 334 | 0.01% | — | 46 | +50,000 | New | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 48,323 | 323 | 0.0% | 0.0% | 47 | +7,579 | 18.6% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 46,143 | 308 | 0.0% | 0.0% | 48 | +32,281 | 232.87% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 42,269 | 282 | 0.0% | 0.0% | 49 | -573 | -1.34% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 40,502 | 270 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 39,789 | 266 | 0.0% | — | 51 | +39,789 | New | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 37,971 | 254 | 0.0% | 0.0% | 52 | +7,143 | 23.17% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Added to | 34,268 | 229 | 0.0% | 0.0% | 53 | +6,986 | 25.61% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 41,660 | 227 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 30,284 | 202 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Brevan Howard Capital Management LP | History | New | 29,746 | 199 | 0.0% | — | 56 | +29,746 | New | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 28,729 | 192 | 0.0% | 0.0% | 57 | -7,361 | -20.4% | Q1 2026 | May 15, 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC | History | No change | 28,300 | 189 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 27,000 | 180 | 0.0% | 0.0% | 59 | +8,300 | 44.39% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | No change | 26,300 | 175 | 0.05% | 0.06% | 60 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 24,962 | 166 | 0.0% | 0.0% | 61 | -69 | -0.28% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 21,708 | 145 | 0.0% | 0.0% | 63 | -32,984 | -60.31% | Q1 2026 | May 15, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 21,704 | 145 | 0.01% | 0.01% | 64 | +2,720 | 14.33% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 23,535 | 145 | 0.0% | 0.0% | 62 | +416 | 1.8% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | Reduced | 20,998 | 140 | 0.0% | 0.0% | 65 | -22,000 | -51.17% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 20,869 | 139 | 0.0% | 0.0% | 66 | +510 | 2.51% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 20,402 | 136 | 0.0% | — | 67 | +20,402 | New | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 17,955 | 120 | 0.0% | 0.0% | 68 | -33,464 | -65.08% | Q1 2026 | May 14, 2026 |
| Inscription Capital, LLC | History | New | 17,806 | 119 | 0.01% | — | 69 | +17,806 | New | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 16,994 | 113 | 0.0% | 0.0% | 70 | -32,059 | -65.36% | Q1 2026 | May 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 16,276 | 108 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 15,781 | 105 | 0.0% | 0.0% | 72 | -5,212 | -24.83% | Q1 2026 | May 08, 2026 |
| Vontobel Holding Ltd. | History | New | 15,000 | 100 | 0.0% | — | 73 | +15,000 | New | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 14,073 | 94 | 0.0% | 0.0% | 74 | +2,779 | 24.61% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | No change | 13,400 | 89 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 13,274 | 88 | 0.0% | — | 76 | +13,274 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 13,104 | 87 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 13,000 | 86 | 0.01% | 0.02% | 78 | -37,000 | -74.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,920 | 84 | 0.0% | 0.0% | 79 | +1,196 | 10.2% | Q1 2026 | Apr 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,503 | 83 | 0.0% | 0.0% | 81 | -56,046 | -81.76% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 12,482 | 83 | 0.0% | 0.0% | 80 | -22,409 | -64.23% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Reduced | 11,540 | 77 | 0.0% | 0.0% | 82 | -57,758 | -83.35% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,397 | 76 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 11,269 | 75 | 0.01% | 0.0% | 84 | +921 | 8.9% | Q1 2026 | Apr 27, 2026 |
| Quadrature Capital Ltd | History | New | 10,667 | 71 | 0.0% | — | 85 | +10,667 | New | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 8,430 | 56 | 0.0% | 0.0% | 86 | +5,796 | 220.05% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,665 | 37 | 0.0% | 0.0% | 87 | +3,206 | 130.38% | Q1 2026 | Jun 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 4,517 | 30 | 0.0% | 0.0% | 88 | +2,924 | 183.55% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,544 | 30 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 4,096 | 27 | 0.0% | 0.0% | 90 | -246 | -5.67% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 4,018 | 26 | 0.0% | 0.0% | 92 | +3,207 | 395.44% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,913 | 26 | 0.0% | 0.0% | 91 | +1,958 | 100.15% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,675 | 24 | 0.0% | 0.0% | 93 | -61 | -1.63% | Q1 2026 | May 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 3,312 | 22 | 0.0% | 0.0% | 94 | +226 | 7.32% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Reduced | 2,894 | 19 | 0.0% | 0.0% | 95 | -5,244 | -64.44% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,869 | 19 | 0.0% | — | 96 | +2,705 | 1649.39% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,377 | 15 | 0.0% | 0.0% | 97 | -327 | -12.09% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,790 | 11 | 0.0% | 0.0% | 98 | +49 | 2.81% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,380 | 9 | 0.0% | 0.0% | 99 | -1,683 | -54.95% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,461 | 9 | 0.0% | 0.0% | 100 | +668 | 84.24% | Q1 2026 | Apr 06, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,416 | 9 | 0.0% | 0.0% | 101 | +169 | 13.55% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 1,625 | 8 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,121 | 7 | 0.0% | 0.0% | 103 | -685 | -37.93% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Added to | 1,022 | 6 | 0.0% | 0.0% | 104 | +753 | 279.93% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 926 | 6 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 860 | 5 | 0.0% | — | 106 | +819 | 1997.56% | Q1 2026 | Apr 06, 2026 |
| Allworth Financial LP | History | Added to | 745 | 4 | 0.0% | — | 107 | +632 | 559.29% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | New | 547 | 3 | 0.0% | — | 110 | +547 | New | Q1 2026 | May 21, 2026 |
| FIFTH THIRD BANCORP | History | New | 488 | 3 | 0.0% | — | 109 | +488 | New | Q1 2026 | May 01, 2026 |
| SIGNATUREFD, LLC | History | Added to | 522 | 3 | 0.0% | 0.0% | 108 | +176 | 50.87% | Q1 2026 | Apr 07, 2026 |
| Optiver Holding B.V. | History | Reduced | 392 | 2 | 0.0% | 0.0% | 111 | -192 | -32.88% | Q1 2026 | Jun 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 195 | 1 | 0.0% | 0.0% | 113 | -168 | -46.28% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 161 | 1 | 0.0% | 0.0% | 114 | -127 | -44.1% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 169 | 1 | 0.0% | — | 112 | -4 | -2.31% | Q1 2026 | May 13, 2026 |
| Decheng Capital LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -360,483 | -100.0% | Q1 2026 | May 13, 2026 |
| Resolute Capital Asset Partners LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -91,006 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46,371 | -100.0% | Q1 2026 | May 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -32,977 | -100.0% | Q1 2026 | Apr 28, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -22,034 | -100.0% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,539 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -14,109 | -100.0% | Q1 2026 | May 12, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,830 | -100.0% | Q1 2026 | Apr 24, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,380 | -100.0% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 34 | 0 | — | 0.0% | — | -600 | -94.64% | Q1 2026 | Apr 27, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 80 | 0 | — | 0.0% | — | -138 | -63.3% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -95 | -100.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8 | 0 | — | — | — | -86 | -91.49% | Q1 2026 | Apr 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 78 | 0 | — | — | — | +78 | New | Q1 2026 | Apr 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 83 | 0 | — | — | — | +35 | 72.92% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | Apr 13, 2026 |
| Covestor Ltd | History | Reduced | 10 | 0 | — | — | — | -9 | -47.37% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 31 | 0 | — | — | — | -4 | -11.43% | Q1 2026 | May 07, 2026 |
| SJS Investment Consulting Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| Inspire Investing, LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q1 2026 | Apr 23, 2026 |
| Blue Trust, Inc. | History | No change | 86 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Root Financial Partners, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |