Atea Pharmaceuticals, Inc. - AVIR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 11,950,772 | 64,295 | 0.0% | 0.0% | 1 | +2,271,776 | 23.47% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 8,435,437 | 45,382 | 0.0% | 0.0% | 2 | -55,765 | -0.66% | Q1 2026 | May 13, 2026 |
| BML Capital Management, LLC | History | Reduced | 7,058,657 | 37,975 | 24.38% | 23.11% | 3 | -431,343 | -5.76% | Q1 2026 | May 05, 2026 |
| TANG CAPITAL MANAGEMENT LLC | History | No change | 4,814,700 | 25,903 | 1.32% | 0.85% | 4 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,246,124 | 17,464 | 0.0% | — | 5 | +3,246,124 | New | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 4,227,110 | 15,090 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bain Capital Life Sciences Investors, LLC | History | Reduced | 2,360,638 | 12,700 | 1.15% | 0.68% | 7 | -125,000 | -5.03% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,864,164 | 10,029 | 0.01% | 0.0% | 8 | +1,118,749 | 150.08% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,747,706 | 9,405 | 0.0% | 0.0% | 9 | -93,295 | -5.07% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 1,694,635 | 9,117 | 0.0% | 0.0% | 10 | -89,832 | -5.03% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 1,582,817 | 8,508 | 0.01% | 0.01% | 11 | +278,913 | 21.39% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,255,484 | 6,752 | 0.0% | 0.0% | 12 | -118,462 | -8.62% | Q1 2026 | May 07, 2026 |
| Rosalind Advisors, Inc. | History | New | 1,171,855 | 6,304 | 2.53% | — | 13 | +1,171,855 | New | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,166,400 | 6,275 | 0.01% | 0.01% | 14 | -22,100 | -1.86% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 940,157 | 4,775 | 0.0% | 0.0% | 15 | -408,137 | -30.27% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 731,020 | 3,932 | 0.0% | 0.0% | 16 | +74,945 | 11.42% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 1,059,700 | 3,783 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 596,709 | 3,210 | 0.0% | 0.0% | 18 | -11,083 | -1.82% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 588,463 | 3,165 | 0.0% | 0.0% | 19 | +115,941 | 24.54% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 585,025 | 3,147 | 0.0% | 0.0% | 20 | +24,807 | 4.43% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 557,579 | 2,999 | 0.0% | — | 21 | +557,579 | New | Q1 2026 | May 08, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 484,705 | 2,607 | 0.0% | — | 22 | +484,705 | New | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 418,296 | 2,250 | 0.0% | 0.0% | 23 | +167,591 | 66.85% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 379,314 | 2,040 | 0.0% | 0.0% | 24 | -85,473 | -18.39% | Q1 2026 | May 15, 2026 |
| CM Management, LLC | History | No change | 355,000 | 1,909 | 1.6% | 1.07% | 25 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 349,932 | 1,882 | 0.0% | 0.0% | 26 | -348,224 | -49.88% | Q1 2026 | May 15, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 345,077 | 1,856 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Opaleye Management Inc. | History | Added to | 322,600 | 1,735 | 0.23% | 0.08% | 28 | +142,785 | 79.41% | Q1 2026 | May 15, 2026 |
| Irenic Capital Management LP | History | New | 301,699 | 1,623 | 0.11% | — | 29 | +301,699 | New | Q1 2026 | May 18, 2026 |
| Peapod Lane Capital LLC | History | Reduced | 272,820 | 1,442 | 1.18% | 1.32% | 30 | -162,200 | -37.29% | Q1 2026 | May 01, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 258,989 | 1,380 | 0.0% | 0.0% | 31 | +17,715 | 7.34% | Q1 2026 | Apr 30, 2026 |
| Nuveen, LLC | History | Added to | 243,103 | 1,307 | 0.0% | 0.0% | 32 | +2,515 | 1.05% | Q1 2026 | Apr 30, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 210,542 | 1,132 | 0.0% | — | 33 | +210,542 | New | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 185,805 | 999 | 0.0% | 0.0% | 34 | -12,658 | -6.38% | Q1 2026 | May 05, 2026 |
| Auour Investments LLC | History | No change | 177,000 | 952 | 0.3% | 0.2% | 35 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 167,230 | 899 | 0.0% | 0.0% | 36 | -3,096 | -1.82% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 160,946 | 865 | 0.0% | 0.0% | 37 | -82,044 | -33.76% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 159,535 | 858 | 0.0% | 0.0% | 38 | +142,379 | 829.91% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | New | 156,384 | 841 | 0.0% | — | 40 | +156,384 | New | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 156,391 | 841 | 0.0% | 0.0% | 39 | +132,258 | 548.04% | Q1 2026 | May 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 148,400 | 798 | 0.02% | 0.01% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 133,348 | 717 | 0.0% | 0.0% | 42 | +45,442 | 51.69% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 119,553 | 643 | 0.0% | 0.0% | 43 | +55,648 | 87.08% | Q1 2026 | May 15, 2026 |
| Informed Momentum Co LLC | History | New | 112,866 | 607 | 0.07% | — | 44 | +112,866 | New | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 109,950 | 591 | 0.0% | 0.0% | 45 | -82,590 | -42.89% | Q1 2026 | May 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 106,562 | 574 | 0.0% | 0.0% | 46 | +9,242 | 9.5% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 105,640 | 568 | 0.0% | 0.0% | 47 | -30,154 | -22.21% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 99,803 | 536 | 0.0% | 0.0% | 48 | +8,558 | 9.38% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Reduced | 96,400 | 518 | 0.0% | 0.0% | 49 | -17,100 | -15.07% | Q1 2026 | Apr 24, 2026 |
| Jump Financial, LLC | History | Added to | 93,247 | 501 | 0.01% | 0.0% | 50 | +74,134 | 387.87% | Q1 2026 | May 14, 2026 |
| Aldebaran Capital, LLC | History | Reduced | 89,946 | 483 | 0.37% | 0.29% | 51 | -583 | -0.64% | Q1 2026 | May 07, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 89,054 | 479 | 0.0% | 0.0% | 52 | -4,922 | -5.24% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 121,320 | 433 | 0.0% | 0.0% | 53 | -6,500 | -5.09% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 70,000 | 377 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 69,801 | 375 | 0.0% | 0.0% | 55 | +27,110 | 63.5% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 65,686 | 353 | 0.0% | 0.0% | 56 | +12,972 | 24.61% | Q1 2026 | May 06, 2026 |
| ALPS ADVISORS INC | History | Added to | 64,862 | 348 | 0.0% | 0.0% | 57 | +708 | 1.1% | Q1 2026 | May 08, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 57,009 | 306 | 0.0% | 0.0% | 58 | -185,831 | -76.52% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 55,487 | 298 | 0.0% | — | 59 | +55,487 | New | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 55,098 | 296 | 0.0% | 0.0% | 60 | +35,787 | 185.32% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 51,795 | 278 | 0.0% | 0.0% | 61 | +27,712 | 115.07% | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | New | 49,469 | 266 | 0.0% | — | 62 | +49,469 | New | Q1 2026 | May 14, 2026 |
| Rangeley Capital, LLC | History | Reduced | 46,500 | 250 | 0.24% | 0.24% | 63 | -33,500 | -41.88% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 46,109 | 248 | 0.0% | 0.0% | 64 | +31,811 | 222.49% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 43,104 | 231 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 39,778 | 214 | 0.0% | 0.0% | 66 | +10,060 | 33.85% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | New | 34,030 | 183 | 0.01% | — | 67 | +34,030 | New | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 33,751 | 181 | 0.0% | 0.0% | 68 | +776 | 2.35% | Q1 2026 | May 15, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | Reduced | 32,500 | 174 | 0.16% | 0.15% | 69 | -17,500 | -35.0% | Q1 2026 | May 15, 2026 |
| RBF Capital, LLC | History | No change | 30,000 | 161 | 0.01% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 28,010 | 147 | 0.0% | 0.0% | 71 | +13,340 | 90.93% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 26,769 | 144 | 0.0% | 0.0% | 72 | -53,025 | -66.45% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 25,681 | 138 | 0.0% | — | 73 | +25,681 | New | Q1 2026 | May 08, 2026 |
| Certified Advisory Corp | History | No change | 24,500 | 131 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| XTX Topco Ltd | History | Added to | 23,141 | 124 | 0.0% | 0.0% | 75 | +12,702 | 121.68% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 22,010 | 118 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 20,172 | 108 | 0.0% | 0.0% | 77 | -3,795 | -15.83% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 18,340 | 98 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AXQ CAPITAL, LP | History | New | 18,181 | 97 | 0.01% | — | 79 | +18,181 | New | Q1 2026 | May 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 16,938 | 91 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 16,840 | 90 | 0.0% | 0.0% | 81 | -16,387 | -49.32% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 16,346 | 87 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Quantinno Capital Management LP | History | New | 15,950 | 85 | 0.0% | — | 83 | +15,950 | New | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | No change | 14,875 | 80 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 14,257 | 76 | 0.0% | 0.0% | 85 | -2,192 | -13.33% | Q1 2026 | May 12, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 13,864 | 74 | 0.01% | 0.0% | 86 | +1,133 | 8.9% | Q1 2026 | Apr 27, 2026 |
| ProShare Advisors LLC | History | Reduced | 13,638 | 73 | 0.0% | 0.0% | 87 | -2,802 | -17.04% | Q1 2026 | Apr 24, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 12,985 | 69 | 0.0% | — | 88 | +12,985 | New | Q1 2026 | May 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 12,131 | 65 | 0.01% | — | 89 | +12,131 | New | Q1 2026 | May 15, 2026 |
| Sunpointe, LLC | History | No change | 11,943 | 64 | 0.02% | 0.01% | 90 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 11,464 | 61 | 0.0% | — | 92 | +11,464 | New | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 11,400 | 61 | 0.0% | — | 91 | +11,400 | New | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 10,037 | 53 | 0.0% | — | 93 | +10,037 | New | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | No change | 8,700 | 46 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 6,244 | 33 | 0.0% | 0.0% | 95 | +4,349 | 229.5% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 5,914 | 31 | 0.0% | 0.0% | 97 | -1,600 | -21.29% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 5,933 | 31 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 5,447 | 29 | 0.0% | 0.0% | 98 | +1,658 | 43.76% | Q1 2026 | May 11, 2026 |
| FNY Investment Advisers, LLC | History | No change | 5,000 | 26 | 0.01% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,822 | 25 | 0.0% | 0.0% | 100 | +3,882 | 412.98% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,959 | 21 | 0.0% | 0.0% | 101 | +1,269 | 47.17% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 4,075 | 21 | 0.0% | 0.0% | 102 | +279 | 7.35% | Q1 2026 | May 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 3,846 | 20 | 0.0% | 0.0% | 103 | -524 | -11.99% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,076 | 16 | 0.0% | 0.0% | 104 | +231 | 8.12% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,325 | 16 | 0.0% | 0.0% | 105 | +25 | 0.76% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,319 | 12 | 0.0% | — | 107 | +2,319 | New | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,318 | 12 | 0.0% | 0.0% | 106 | -1,779 | -43.42% | Q1 2026 | Apr 22, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,743 | 9 | 0.0% | 0.0% | 108 | +209 | 13.62% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Added to | 1,027 | 5 | 0.0% | 0.0% | 109 | +605 | 143.36% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,025 | 5 | 0.0% | 0.0% | 110 | -300 | -22.64% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Reduced | 670 | 3 | 0.0% | 0.0% | 111 | -320 | -32.32% | Q1 2026 | Jun 02, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 282 | 1 | 0.0% | 0.0% | 113 | -1,658 | -85.46% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 207 | 1 | 0.0% | — | 112 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -113,585 | -100.0% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77,304 | -100.0% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 91 | 0 | — | 0.01% | — | -56,891 | -99.84% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -47,891 | -100.0% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,921 | -100.0% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,678 | -100.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 30 | 0 | — | 0.0% | — | -10,747 | -99.72% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,742 | -100.0% | Q1 2026 | Apr 16, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,233 | -100.0% | Q1 2026 | May 08, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 143 | 0 | — | 0.0% | — | -1,159 | -89.02% | Q1 2026 | May 11, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -242 | -100.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | New | 178 | 0 | — | — | — | +178 | New | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | New | 109 | 0 | — | — | — | +109 | New | Q1 2026 | Apr 06, 2026 |
| REAP Financial Group, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | New | 84 | 0 | — | — | — | +84 | New | Q1 2026 | Apr 24, 2026 |
| US BANCORP \DE\ | History | New | 64 | 0 | — | — | — | +64 | New | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | New | 49 | 0 | — | — | — | +49 | New | Q1 2026 | May 21, 2026 |
| MAI Capital Management | History | Added to | 132 | 0 | — | — | — | +37 | 38.95% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 160 | 0 | — | — | — | +11 | 7.38% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 85 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 106 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |