Beta Bionics, Inc. - BBNX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EVENTIDE ASSET MANAGEMENT, LLC | History | No change | 6,253,673 | 98,053 | 1.31% | 1.31% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Soleus Capital Management, L.P. | History | No change | 4,393,714 | 68,849 | 2.37% | 2.37% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 4,266,822 | 66,861 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sands Capital Alternatives, LLC | History | No change | 3,708,043 | 58,105 | 9.47% | 9.47% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 3,340,171 | 52,340 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Point72 Asset Management, L.P. | History | No change | 2,254,683 | 35,330 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,782,346 | 27,929 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestal Point Capital, LP | History | No change | 1,600,000 | 25,072 | 0.59% | 0.59% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RTW INVESTMENTS, LP | History | No change | 1,500,000 | 23,505 | 0.2% | 0.2% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | No change | 1,324,000 | 20,747 | 0.22% | 0.22% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Omega Fund Management, LLC | History | No change | 1,316,183 | 20,624 | 11.11% | 11.11% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eversept Partners, LP | History | No change | 1,249,441 | 19,578 | 1.02% | 1.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Divisadero Street Capital Management, LP | History | No change | 1,113,802 | 17,453 | 0.4% | 0.4% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,073,452 | 16,824 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 970,192 | 15,202 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 956,244 | 14,984 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 855,682 | 13,408 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PERCEPTIVE ADVISORS LLC | History | No change | 832,944 | 13,052 | 0.2% | 0.2% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 703,356 | 11,957 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bruce & Co., Inc. | History | No change | 665,700 | 10,431 | 2.82% | 2.82% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | History | No change | 595,000 | 9,323 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 546,650 | 8,566 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 537,105 | 8,416 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 494,435 | 7,747 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tri Locum Partners LP | History | No change | 493,344 | 7,730 | 0.95% | 0.95% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 409,300 | 6,413 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 386,623 | 6,058 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 350,873 | 5,498 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 331,956 | 5,201 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 308,468 | 4,833 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Granahan Investment Management, LLC | History | No change | 299,632 | 4,695 | 0.17% | 0.17% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PURA VIDA INVESTMENTS, LLC | History | No change | 281,164 | 4,405 | 11.91% | 11.91% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 272,984 | 4,277 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 267,915 | 4,198 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 220,359 | 3,452 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | No change | 172,584 | 2,704 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 161,098 | 2,524 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 122,897 | 1,925 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 95,554 | 1,497 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 91,371 | 1,431 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 74,055 | 1,160 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bellevue Group AG | History | No change | 72,152 | 1,130 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 69,959 | 1,096 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 63,809 | 999 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 63,039 | 987 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 57,600 | 902 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archon Capital Management LLC | History | No change | 53,873 | 844 | 0.34% | 0.34% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 51,254 | 803 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Values First Advisors, Inc. | History | No change | 50,900 | 797 | 0.36% | 0.36% | 49 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 48,222 | 755 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 46,353 | 726 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 43,450 | 681 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 41,254 | 646 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 40,400 | 633 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 56,600 | 567 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 35,577 | 557 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 33,654 | 527 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evanson Financial, LLC | History | No change | 31,272 | 490 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 27,600 | 432 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 27,372 | 428 | 0.1% | 0.1% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 26,770 | 419 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 26,148 | 409 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 24,064 | 377 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 23,599 | 369 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 22,843 | 357 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 21,021 | 329 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regatta Research & Money Management | History | No change | 19,034 | 298 | 0.28% | 0.28% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caprock Group, LLC | History | No change | 18,346 | 287 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LPL Financial LLC | History | No change | 17,278 | 270 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 16,893 | 264 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 16,819 | 263 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 15,558 | 243 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 15,360 | 240 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTREPID FAMILY OFFICE LLC | History | No change | 15,000 | 235 | 0.17% | 0.17% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 14,936 | 234 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 14,597 | 228 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 14,278 | 223 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 14,201 | 222 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 13,388 | 209 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 12,200 | 191 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BROWN ADVISORY INC | History | No change | 11,946 | 187 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 11,808 | 185 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 11,752 | 184 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 11,428 | 179 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 11,300 | 177 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 10,981 | 172 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| XTX Topco Ltd | History | No change | 10,895 | 170 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 10,323 | 161 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 10,000 | 156 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,993 | 110 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 6,262 | 98 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | No change | 3,955 | 61 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,697 | 57 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 3,512 | 55 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,356 | 52 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,129 | 49 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,003 | 47 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,406 | 22 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,305 | 20 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,054 | 17 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,095 | 17 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Sterling Capital Management LLC | History | No change | 821 | 12 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 709 | 11 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ADIRONDACK TRUST CO | History | No change | 603 | 9 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 546 | 8 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Larson Financial Group LLC | History | No change | 538 | 8 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | No change | 458 | 8 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| US BANCORP \DE\ | History | No change | 450 | 7 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 468 | 7 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GAMMA Investing LLC | History | No change | 486 | 7 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 309 | 4 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Parallel Advisors, LLC | History | No change | 248 | 3 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 179 | 2 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 187 | 2 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 187 | 2 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 106 | 1 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 106 | 1 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 88 | 1 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 72 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SJS Investment Consulting Inc. | History | No change | 106 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quarry LP | History | No change | 123 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 98 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bogart Wealth, LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Avion Wealth | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Concord Wealth Partners | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Blue Trust, Inc. | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Covestor Ltd | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Freestone Grove Partners LP | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |