Beam Therapeutics Inc. - BEAM
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 | No change | 12,609,002 | 432,740 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | History | No change | 10,236,396 | 351,313 | 1.62% | 1.62% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARK Investment Management LLC | History | No change | 10,234,862 | 351,260 | 2.28% | 2.28% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 8,997,542 | 308,795 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 5,827,122 | 199,986 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 4,921,259 | 168,897 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,599,437 | 157,852 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARCH Venture Management, LLC | History | No change | 4,540,132 | 155,771 | 14.16% | 14.16% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 3,455,043 | 118,577 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 3,455,043 | 118,542 | 1.53% | 1.53% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 3,415,239 | 117,212 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kynam Capital Management, LP | History | No change | 2,840,792 | 97,495 | 5.39% | 5.39% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,596,963 | 89,144 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 2,225,844 | 76,396 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 1,950,969 | 66,957 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Contrarius Group Holdings Ltd | History | No change | 1,614,538 | 55,410 | 2.55% | 2.55% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,551,781 | 53,257 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,388,227 | 47,643 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Casdin Capital, LLC | History | No change | 1,350,000 | 46,332 | 2.32% | 2.32% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,310,059 | 44,961 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redmile Group, LLC | History | No change | 1,164,259 | 39,957 | 2.68% | 2.68% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,067,883 | 36,649 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Deep Track Capital, LP | History | No change | 1,000,000 | 34,320 | 0.5% | 0.5% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 933,481 | 32,037 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 885,902 | 30,404 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 720,648 | 24,732 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 710,712 | 24,391 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 574,814 | 19,727 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RTW INVESTMENTS, LP | History | No change | 570,394 | 19,575 | 0.17% | 0.17% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 514,767 | 18,140 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 478,980 | 16,438 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elmind Capital, LP | History | No change | 476,338 | 16,347 | 4.11% | 4.11% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 455,954 | 15,648 | 1.0% | 1.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 445,718 | 15,297 | 0.08% | 0.08% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 445,000 | 15,272 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 399,579 | 13,713 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 362,800 | 12,451 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Foresite Capital Management VI LLC | History | No change | 330,000 | 11,325 | 1.76% | 1.76% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alphabet Inc. | History | No change | 321,604 | 11,037 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 315,700 | 10,834 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 314,228 | 10,784 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integral Health Asset Management, LLC | History | No change | 300,000 | 10,296 | 0.41% | 0.41% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 296,294 | 10,168 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 250,797 | 8,757 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nuveen, LLC | History | No change | 245,283 | 8,418 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 204,697 | 7,025 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 194,171 | 6,663 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 194,083 | 6,660 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 189,389 | 6,499 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 185,499 | 6,366 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 178,945 | 6,141 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Swiss National Bank | History | No change | 178,900 | 6,139 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Eversept Partners, LP | History | No change | 166,289 | 5,707 | 0.3% | 0.3% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 164,164 | 5,634 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 156,997 | 5,394 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 156,585 | 5,374 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Duquesne Family Office LLC | History | No change | 153,600 | 5,272 | 0.1% | 0.1% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 152,300 | 5,226 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 151,216 | 5,189 | 0.08% | 0.08% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 138,866 | 4,765 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 137,038 | 4,703 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RHUMBLINE ADVISERS | History | No change | 132,227 | 4,538 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 130,577 | 4,481 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 129,820 | 4,455 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 124,826 | 4,284 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 123,425 | 4,235 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| ALGERT GLOBAL LLC | History | No change | 111,900 | 3,840 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 104,505 | 3,586 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 104,091 | 3,572 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 100,628 | 3,453 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 99,526 | 3,415 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Edgestream Partners, L.P. | History | No change | 96,651 | 3,317 | 0.1% | 0.1% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jupiter Topco LLC | History | No change | 94,969 | 3,259 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 93,606 | 3,212 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 90,358 | 3,101 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 89,939 | 3,086 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 89,776 | 3,081 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 127,630 | 3,041 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 84,260 | 2,891 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 79,179 | 2,717 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 70,464 | 2,418 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Privium Fund Management B.V. | History | No change | 70,282 | 2,412 | 0.44% | 0.44% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 70,219 | 2,409 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEREGRINE INVESTMENT MANAGEMENT INC | History | No change | 70,000 | 2,402 | 1.02% | 1.02% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 69,375 | 2,380 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 63,879 | 2,192 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 60,620 | 2,080 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Liontrust Investment Partners LLP | History | No change | 60,025 | 2,060 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MetLife Investment Management, LLC | History | No change | 57,723 | 1,981 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alessandra Capital Management, LLC | History | No change | 56,945 | 1,954 | 1.38% | 1.38% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | No change | 56,646 | 1,944 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WCG Wealth Advisors LLC | History | No change | 56,172 | 1,927 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 53,722 | 1,843 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 50,456 | 1,731 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 49,092 | 1,684 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | No change | 47,584 | 1,633 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Raiffeisen Bank International AG | History | No change | 45,000 | 1,572 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| XTX Topco Ltd | History | No change | 45,755 | 1,570 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 41,792 | 1,434 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Erste Asset Management GmbH | History | No change | 41,000 | 1,432 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ishara Investments LP | History | No change | 41,000 | 1,407 | 1.03% | 1.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 39,823 | 1,367 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 38,746 | 1,329 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 38,287 | 1,314 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 38,131 | 1,308 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 38,064 | 1,306 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 37,289 | 1,279 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | No change | 36,419 | 1,249 | 0.08% | 0.08% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 36,311 | 1,246 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 35,502 | 1,218 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 34,091 | 1,170 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 31,009 | 1,064 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 30,407 | 1,043 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 30,081 | 1,031 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 29,246 | 1,003 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brevan Howard Capital Management LP | History | No change | 28,859 | 990 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 28,818 | 989 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Leonteq Securities AG | History | No change | 27,926 | 958 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 25,547 | 876 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BRANDYWINE MANAGERS, LLC | History | No change | 25,455 | 873 | 0.43% | 0.43% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vontobel Holding Ltd. | History | No change | 24,718 | 848 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arizona State Retirement System | History | No change | 24,592 | 843 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 23,213 | 796 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 23,083 | 792 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Palumbo Wealth Management LLC | History | No change | 22,726 | 779 | 0.16% | 0.16% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 22,673 | 778 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 22,550 | 773 | 0.47% | 0.47% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | History | No change | 22,000 | 755 | 0.3% | 0.3% | 128 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Yiheng Capital Management, L.P. | History | No change | 21,126 | 725 | 0.25% | 0.25% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 20,100 | 689 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HEADINVEST, LLC | History | No change | 20,060 | 688 | 0.13% | 0.13% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 19,683 | 675 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 19,118 | 656 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 19,535 | 654 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 18,850 | 646 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMG National Trust Bank | History | No change | 17,107 | 587 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 17,072 | 585 | 0.1% | 0.1% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 16,979 | 582 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 16,556 | 568 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 16,360 | 561 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ProShare Advisors LLC | History | No change | 16,351 | 561 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| China Universal Asset Management Co., Ltd. | History | No change | 16,373 | 561 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 15,687 | 538 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 15,600 | 535 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 15,406 | 528 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 15,027 | 515 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWINBEECH CAPITAL LP | History | No change | 14,800 | 507 | 0.09% | 0.09% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 14,751 | 506 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 14,333 | 491 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 13,700 | 470 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E Fund Management Co., Ltd. | History | No change | 13,199 | 452 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 12,335 | 423 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 12,002 | 411 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SEI INVESTMENTS CO | History | No change | 11,451 | 393 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 11,272 | 386 | 0.09% | 0.09% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XPONANCE LLC | History | No change | 11,184 | 383 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allianz Asset Management GmbH | History | No change | 11,100 | 380 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 10,840 | 372 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bayforest Capital Ltd | History | No change | 10,740 | 368 | 0.34% | 0.34% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 10,720 | 367 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH EFFECTS LLC | History | No change | 10,549 | 362 | 0.1% | 0.1% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Composition Wealth, LLC | History | No change | 10,506 | 360 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 10,428 | 357 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 10,377 | 356 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Banque Cantonale Vaudoise | History | No change | 10,000 | 343 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 9,899 | 339 | 0.06% | 0.06% | 166 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Beacon Financial Strategies CORP | History | No change | 9,837 | 337 | 0.17% | 0.17% | 167 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HighTower Advisors, LLC | History | No change | 9,289 | 318 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 9,219 | 316 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 8,993 | 308 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,999 | 308 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 8,910 | 305 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seven Fleet Capital Management LP | History | No change | 8,804 | 302 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IvyRock Asset Management (HK) Ltd | History | No change | 8,600 | 295 | 0.17% | 0.17% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 8,505 | 291 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 8,420 | 288 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 8,388 | 287 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Thrive Wealth Management, LLC | History | No change | 8,177 | 280 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Entropy Technologies, LP | History | No change | 7,667 | 263 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 7,618 | 261 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SteelPeak Wealth, LLC | History | No change | 7,519 | 258 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 7,158 | 245 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 7,009 | 240 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Marex Group Ltd | History | No change | 7,021 | 240 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| nVerses Capital, LLC | History | No change | 6,974 | 239 | 0.37% | 0.37% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | No change | 6,927 | 237 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 6,835 | 234 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 6,528 | 224 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 6,500 | 223 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,230 | 214 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kassira Wealth Management LLC | History | No change | 6,000 | 205 | 0.16% | 0.16% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 5,861 | 201 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 5,000 | 171 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 4,601 | 157 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,190 | 143 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,066 | 139 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3,954 | 135 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,610 | 123 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | No change | 3,569 | 122 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,500 | 120 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 3,432 | 117 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | No change | 3,234 | 110 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Purpose Unlimited Inc. | History | No change | 3,049 | 104 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,986 | 103 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,608 | 88 | 0.0% | 0.0% | 205 | -5 | -0.14% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | No change | 2,551 | 87 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Premier Fund Managers Ltd | History | No change | 2,332 | 82 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | No change | 2,229 | 76 | 0.04% | 0.04% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nykredit A/S | History | No change | 2,178 | 74 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | No change | 2,159 | 74 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 1,710 | 58 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pacer Advisors, Inc. | History | No change | 1,563 | 54 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 1,550 | 53 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,483 | 50 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,350 | 46 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,252 | 42 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,227 | 42 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | No change | 1,100 | 37 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GAMMA Investing LLC | History | Added to | 1,342 | 32 | 0.0% | 0.0% | 219 | +367 | 37.64% | Q3 2026 | Oct 08, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 911 | 31 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,239 | 30 | 0.0% | 0.0% | 221 | +685 | 123.65% | Q3 2026 | Oct 01, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 850 | 29 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 763 | 26 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFP Advisors, Inc | History | No change | 724 | 24 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 691 | 23 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 569 | 19 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 503 | 17 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sterling Capital Management LLC | History | No change | 519 | 17 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 512 | 17 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 478 | 16 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Graticule Asia Macro Advisors LLC | History | No change | 396 | 13 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 375 | 12 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 315 | 10 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 235 | 8 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 232 | 7 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 200 | 6 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 200 | 6 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 163 | 5 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 92 | 3 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IMA Advisory Services, Inc. | History | No change | 104 | 3 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 111 | 3 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | No change | 97 | 3 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Forum Finance Group S.A. | History | No change | 100 | 3 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 74 | 2 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dunhill Financial, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 84 | 2 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 50 | 1 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SJS Investment Consulting Inc. | History | No change | 35 | 1 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tidemark, LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Robinswood Financial LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Green Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -7,569 | -100.0% | Q3 2026 | Oct 08, 2026 |
| CHAPIN DAVIS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -6,000 | -100.0% | Q3 2026 | Oct 08, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Parkside Financial Bank & Trust | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Stone House Investment Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bogart Wealth, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Truvestments Capital LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CVA Family Office, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fortitude Family Office, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Capital Management Investments LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kingdom Financial Group LLC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aspect Partners, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Private Wealth Management Group, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LRI Investments, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gen-Wealth Partners Inc | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rialto Wealth Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Navigoe, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HFM Investment Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |