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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TCG Crossover Management, LLC | History | No change | 9,533,333 | 67,686 | 1.63% | 1.63% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONTANOVA CAPITAL, LLC | History | No change | 7,206,217 | 51,164 | 0.94% | 0.94% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frazier Life Sciences Management, L.P. | History | No change | 7,100,000 | 50,410 | 1.1% | 1.1% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Long Focus Capital Management, LLC | History | No change | 5,119,582 | 36,349 | 0.93% | 0.93% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 4,707,674 | 33,424 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 4,640,000 | 32,944 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caligan Partners LP | History | No change | 4,298,248 | 30,517 | 1.44% | 1.44% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,100,342 | 29,112 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FCPM III SERVICES B.V. | History | No change | 4,053,775 | 28,781 | 3.84% | 3.84% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ORBIMED ADVISORS LLC | History | No change | 3,333,333 | 23,666 | 0.44% | 0.44% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nantahala Capital Management, LLC | History | No change | 2,951,030 | 20,952 | 0.7% | 0.7% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medicxi Ventures Management (Jersey) Ltd | History | No change | 3,039,892 | 19,090 | 15.07% | 12.16% | 12 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Jupiter Topco LLC | History | No change | 2,500,000 | 17,787 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RA CAPITAL MANAGEMENT, L.P. | History | No change | 2,500,000 | 17,750 | 0.15% | 0.15% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 2,354,619 | 16,717 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,072,726 | 14,716 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,754,721 | 12,462 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Redmile Group, LLC | History | No change | 1,666,667 | 11,833 | 0.79% | 0.79% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EcoR1 Capital, LLC | History | No change | 1,666,667 | 11,833 | 0.58% | 0.58% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trails Edge Capital Partners, LP | History | No change | 1,443,333 | 10,247 | 1.63% | 1.63% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foresite Capital Management VI LLC | History | No change | 1,333,334 | 9,466 | 1.47% | 1.47% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 1,222,984 | 8,683 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Woodline Partners LP | History | No change | 1,210,183 | 8,592 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bellevue Group AG | History | No change | 1,166,667 | 8,283 | 0.17% | 0.17% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vivo Capital, LLC | History | No change | 1,166,667 | 8,283 | 0.76% | 0.76% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACORN CAPITAL ADVISORS, LLC | History | No change | 929,077 | 6,596 | 1.8% | 1.8% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 906,356 | 6,435 | 0.08% | 0.08% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 871,342 | 6,186 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| B Group, Inc. | History | No change | 764,243 | 5,426 | 2.55% | 2.55% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 826,834 | 5,192 | 0.37% | 0.4% | 30 | -11,233 | -1.34% | Q3 2026 | Nov 02, 2026 |
| STEMPOINT CAPITAL LP | History | No change | 714,280 | 5,071 | 0.87% | 0.87% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 637,204 | 4,524 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 708,950 | 4,450 | 0.0% | 0.0% | 33 | +90,059 | 14.55% | Q3 2026 | Nov 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 617,467 | 4,384 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AWM Investment Company, Inc. | History | No change | 591,285 | 4,198 | 0.36% | 0.36% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 549,462 | 3,901 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regency Capital Management Inc.\DE | History | No change | 540,395 | 3,836 | 1.53% | 1.53% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 464,668 | 3,299 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 278,471 | 1,978 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 255,331 | 1,812 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 174,692 | 1,240 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 174,200 | 1,236 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integral Health Asset Management, LLC | History | No change | 170,000 | 1,207 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 163,156 | 1,158 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 174,121 | 1,093 | 0.02% | — | 45 | +174,121 | New | Q3 2026 | Oct 16, 2026 |
| XTX Topco Ltd | History | No change | 149,931 | 1,064 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 132,122 | 938 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 130,656 | 927 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 130,152 | 924 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 118,593 | 842 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PLATINUM INVESTMENT MANAGEMENT LTD | History | No change | 111,865 | 794 | 0.2% | 0.2% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 109,889 | 780 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 109,564 | 777 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 106,351 | 755 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 104,600 | 742 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 87,162 | 618 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 83,804 | 595 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fisher Asset Management, LLC | History | No change | 83,508 | 592 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jump Financial, LLC | History | No change | 73,000 | 518 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 71,258 | 505 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 69,230 | 491 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 67,405 | 478 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 63,657 | 451 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Permanent Capital Management, LP | History | No change | 62,369 | 442 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WATER ISLAND CAPITAL LLC | History | No change | 60,000 | 426 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 59,200 | 420 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TBH Global Asset Management, LLC | History | No change | 60,322 | 378 | 0.07% | 0.08% | 67 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CITADEL ADVISORS LLC | History | No change | 51,902 | 368 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 51,045 | 362 | 0.08% | 0.08% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 52,760 | 352 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 49,050 | 348 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 44,850 | 318 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 42,682 | 303 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 41,844 | 297 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 40,918 | 290 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 40,768 | 289 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 37,682 | 267 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 36,038 | 255 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Jain Global LLC | History | No change | 30,600 | 217 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 29,872 | 212 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC | History | No change | 28,300 | 200 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 27,000 | 191 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 30,120 | 189 | 0.0% | 0.0% | 83 | -196 | -0.65% | Q3 2026 | Nov 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 27,382 | 188 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 29,722 | 182 | 0.01% | 0.01% | 85 | +5,168 | 21.05% | Q3 2026 | Oct 27, 2026 |
| MetLife Investment Management, LLC | History | No change | 25,220 | 179 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 26,189 | 164 | 0.0% | 0.0% | 87 | +10,717 | 69.27% | Q3 2026 | Nov 02, 2026 |
| Engineers Gate Manager LP | History | No change | 22,233 | 157 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| nVerses Capital, LLC | History | No change | 20,798 | 147 | 0.23% | 0.23% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 20,663 | 146 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 19,996 | 141 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITIGROUP INC | History | Reduced | 20,934 | 131 | 0.0% | 0.0% | 92 | -2,498 | -10.66% | Q3 2026 | Nov 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 17,990 | 127 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Point72 Asset Management, L.P. | History | No change | 17,864 | 126 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 19,130 | 124 | 0.0% | 0.0% | 95 | +1,190 | 6.63% | Q3 2026 | Oct 13, 2026 |
| Inscription Capital, LLC | History | Added to | 18,610 | 116 | 0.01% | 0.01% | 96 | +804 | 4.52% | Q3 2026 | Nov 02, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 17,528 | 110 | 0.0% | — | 97 | +17,528 | New | Q3 2026 | Nov 02, 2026 |
| BARCLAYS PLC | History | No change | 14,462 | 102 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 13,400 | 95 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 13,278 | 94 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | New | 14,940 | 93 | 0.0% | — | 102 | +14,940 | New | Q3 2026 | Oct 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 13,104 | 93 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 13,000 | 92 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 11,440 | 81 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 11,521 | 81 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,397 | 80 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 10,284 | 73 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 10,006 | 71 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 10,049 | 71 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vontobel Holding Ltd. | History | No change | 11,000 | 69 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| ProShare Advisors LLC | History | New | 10,888 | 68 | 0.0% | — | 111 | +10,888 | New | Q3 2026 | Oct 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 9,857 | 61 | 0.0% | 0.0% | 112 | +4,192 | 74.0% | Q3 2026 | Nov 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,952 | 49 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 5,299 | 33 | 0.0% | 0.0% | 114 | +675 | 14.6% | Q3 2026 | Oct 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,517 | 32 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,544 | 32 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 4,422 | 31 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | No change | 4,096 | 29 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,121 | 23 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,439 | 17 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,543 | 15 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 2,223 | 13 | 0.0% | 0.0% | 122 | +180 | 8.81% | Q3 2026 | Oct 26, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,790 | 12 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,865 | 11 | 0.0% | 0.0% | 124 | +1,660 | 809.76% | Q3 2026 | Oct 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,527 | 9 | 0.0% | 0.0% | 125 | +504 | 49.27% | Q3 2026 | Oct 01, 2026 |
| GAMMA Investing LLC | History | Added to | 1,120 | 7 | 0.0% | 0.0% | 126 | +73 | 6.97% | Q3 2026 | Oct 08, 2026 |
| STRS OHIO | History | New | 1,100 | 6 | 0.0% | — | 127 | +1,100 | New | Q3 2026 | Oct 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 820 | 5 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 618 | 4 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| FIFTH THIRD BANCORP | History | No change | 488 | 3 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 502 | 3 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 292 | 2 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 365 | 2 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Optiver Holding B.V. | History | No change | 288 | 2 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 230 | 1 | 0.0% | — | 139 | +230 | New | Q3 2026 | Oct 23, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 245 | 1 | 0.0% | 0.0% | 135 | +76 | 44.97% | Q3 2026 | Oct 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 192 | 1 | 0.0% | 0.0% | 136 | -17 | -8.13% | Q3 2026 | Oct 16, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 210 | 1 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 147 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 34 | 0 | — | 0.0% | — | -400 | -92.17% | Q3 2026 | Oct 08, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 2 | 0 | — | — | — | -128 | -98.46% | Q3 2026 | Oct 26, 2026 |
| Root Financial Partners, LLC | History | New | 81 | 0 | — | — | — | +81 | New | Q3 2026 | Oct 21, 2026 |
| Essential Partners LLC | History | Reduced | 71 | 0 | — | — | — | -45 | -38.79% | Q3 2026 | Oct 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 109 | 0 | — | — | — | -29 | -21.01% | Q3 2026 | Nov 04, 2026 |
| True Wealth Design, LLC | History | Reduced | 74 | 0 | — | — | — | -13 | -14.94% | Q3 2026 | Oct 13, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 73 | 0 | — | — | — | +2 | 2.82% | Q3 2026 | Oct 29, 2026 |
| Covestor Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 68 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 83 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 78 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Inspire Investing, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SBI Securities Co., Ltd. | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Blue Trust, Inc. | History | No change | 86 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |