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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARK Investment Management LLC | History | Added to | 12,467,189 | 345,590 | 2.29% | 1.59% | 1 | +1,428,355 | 12.94% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 11,909,138 | 330,121 | 0.02% | 0.01% | 2 | +216,285 | 1.85% | Q4 2025 | Feb 17, 2026 |
| FARALLON CAPITAL MANAGEMENT LLC | History | No change | 10,063,111 | 278,949 | 1.32% | 1.0% | 3 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 9,193,474 | 254,843 | 0.0% | 0.0% | 4 | -57,310 | -0.62% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 8,450,182 | 234,239 | 0.0% | 0.0% | 5 | +301,977 | 3.71% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 5,228,529 | 144,934 | 0.0% | 0.0% | 6 | +1,219,871 | 30.43% | Q4 2025 | Feb 13, 2026 |
| ARCH Venture Management, LLC | History | No change | 4,540,132 | 125,852 | 19.31% | 22.38% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 4,409,300 | 122,225 | 0.07% | 0.07% | 8 | -421,438 | -8.72% | Q4 2025 | Jan 23, 2026 |
| Amova Asset Management Americas, Inc. | History | Reduced | 4,409,300 | 122,181 | 1.41% | 1.14% | 9 | -421,438 | -8.72% | Q4 2025 | Feb 11, 2026 |
| Kynam Capital Management, LP | History | Added to | 3,377,214 | 93,616 | 5.98% | 4.55% | 10 | +859,567 | 34.14% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 2,730,282 | 75,684 | 0.01% | 0.01% | 11 | +467,133 | 20.64% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,351,908 | 65,206 | 0.0% | 0.0% | 12 | -39,035 | -1.63% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,947,879 | 53,995 | 0.01% | 0.01% | 13 | +227,589 | 13.23% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,712,359 | 47,466 | 0.01% | 0.01% | 14 | +46,974 | 2.82% | Q4 2025 | Feb 13, 2026 |
| Casdin Capital, LLC | History | No change | 1,600,000 | 44,352 | 2.75% | 3.24% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Redmile Group, LLC | History | Reduced | 1,285,859 | 35,644 | 2.62% | 3.28% | 16 | -101,700 | -7.33% | Q4 2025 | Feb 17, 2026 |
| MWG Caph Ltd | History | New | 1,266,934 | 35,119 | 48.53% | — | 17 | +1,266,934 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,120,389 | 31,057 | 0.04% | 0.01% | 18 | +741,345 | 195.58% | Q4 2025 | Feb 17, 2026 |
| Woodline Partners LP | History | Added to | 993,066 | 27,527 | 0.11% | 0.06% | 19 | +446,507 | 81.69% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 973,843 | 26,994 | 0.0% | 0.0% | 20 | -163,790 | -14.4% | Q4 2025 | Jan 29, 2026 |
| MARSHALL WACE, LLP | History | New | 945,829 | 26,218 | 0.02% | — | 21 | +945,829 | New | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 834,795 | 23,140 | 0.0% | 0.0% | 22 | -6,415 | -0.76% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 808,947 | 22,424 | 0.0% | 0.0% | 23 | -45,397 | -5.31% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 729,400 | 20,218 | 0.0% | 0.0% | 24 | +84,640 | 13.13% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 722,211 | 20,019 | 0.0% | 0.0% | 25 | +198,265 | 37.84% | Q4 2025 | Feb 17, 2026 |
| Caption Management, LLC | History | Added to | 710,852 | 19,704 | 0.14% | 0.05% | 26 | +448,352 | 170.8% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 619,241 | 17,165 | 0.0% | 0.0% | 27 | +77,938 | 14.4% | Q4 2025 | Feb 11, 2026 |
| RTW INVESTMENTS, LP | History | New | 570,394 | 15,811 | 0.16% | — | 28 | +570,394 | New | Q4 2025 | Feb 17, 2026 |
| Integral Health Asset Management, LLC | History | Added to | 550,000 | 15,246 | 0.76% | 0.66% | 29 | +150,000 | 37.5% | Q4 2025 | Feb 17, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 533,563 | 14,790 | 1.02% | 0.63% | 30 | +150,032 | 39.12% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 527,802 | 14,630 | 0.03% | 0.02% | 31 | +194,802 | 58.5% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 522,636 | 14,487 | 0.0% | 0.0% | 32 | -796,017 | -60.37% | Q4 2025 | Mar 25, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 508,810 | 14,104 | 0.0% | 0.0% | 33 | +113,810 | 28.81% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 492,430 | 13,650 | 0.05% | 0.1% | 34 | -767,581 | -60.92% | Q4 2025 | Feb 17, 2026 |
| Elmind Capital, LP | History | New | 476,338 | 13,204 | 3.9% | — | 35 | +476,338 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 468,910 | 12,998 | 0.01% | 0.0% | 36 | +444,940 | 1856.24% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 451,650 | 12,519 | 0.01% | 0.0% | 37 | +421,900 | 1418.15% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 427,328 | 11,845 | 0.0% | 0.0% | 38 | -351,696 | -45.15% | Q4 2025 | Feb 17, 2026 |
| BAILLIE GIFFORD & CO | History | Added to | 416,224 | 11,537 | 0.01% | 0.01% | 39 | +118,421 | 39.76% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 399,659 | 11,078 | 0.01% | 0.0% | 40 | +329,228 | 467.45% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 357,671 | 9,914 | 0.0% | 0.0% | 41 | -51,771 | -12.64% | Q4 2025 | Feb 10, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 325,654 | 9,064 | 0.01% | 0.01% | 42 | -11,860 | -3.51% | Q4 2025 | Jan 29, 2026 |
| BARCLAYS PLC | History | Added to | 326,178 | 9,041 | 0.0% | 0.0% | 43 | +12,551 | 4.0% | Q4 2025 | Feb 13, 2026 |
| Alphabet Inc. | History | No change | 321,604 | 8,914 | 0.35% | 0.32% | 44 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PEREGRINE INVESTMENT MANAGEMENT INC | History | Reduced | 257,280 | 7,131 | 4.43% | 3.19% | 45 | -10,650 | -3.97% | Q4 2025 | Feb 04, 2026 |
| Nuveen, LLC | History | Reduced | 233,065 | 6,460 | 0.0% | 0.0% | 46 | -4,275 | -1.8% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 213,185 | 5,909 | 0.0% | 0.0% | 47 | +36,321 | 20.54% | Q4 2025 | Feb 19, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 196,036 | 5,434 | 0.07% | 0.08% | 48 | +29,739 | 17.88% | Q4 2025 | Feb 06, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 191,248 | 5,301 | 0.0% | 0.0% | 49 | +46,068 | 31.73% | Q4 2025 | Feb 10, 2026 |
| Swiss National Bank | History | Added to | 179,500 | 4,975 | 0.0% | 0.0% | 50 | +4,100 | 2.34% | Q4 2025 | Feb 12, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 176,859 | 4,902 | 0.02% | 0.01% | 51 | +39,707 | 28.95% | Q4 2025 | Feb 13, 2026 |
| Liontrust Investment Partners LLP | History | New | 170,404 | 4,723 | 0.07% | — | 52 | +170,404 | New | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 163,316 | 4,527 | 0.04% | — | 53 | +163,316 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 159,188 | 4,412 | 0.0% | 0.0% | 54 | +41,865 | 35.68% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 157,030 | 4,364 | 0.0% | — | 55 | +157,030 | New | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 156,500 | 4,338 | 0.01% | — | 56 | +156,500 | New | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Reduced | 151,183 | 4,190 | 0.01% | 0.01% | 57 | -11,528 | -7.08% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 148,303 | 4,110 | 0.0% | 0.0% | 58 | +98,110 | 195.47% | Q4 2025 | Feb 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 138,132 | 3,829 | 0.06% | 0.05% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SummitTX Capital, L.P. | History | Added to | 137,946 | 3,823 | 0.12% | 0.02% | 60 | +121,737 | 751.05% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 131,199 | 3,636 | 0.0% | 0.0% | 61 | -12,629 | -8.78% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 128,360 | 3,558 | 0.02% | 0.04% | 62 | -167,730 | -56.65% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 112,771 | 3,127 | 0.0% | 0.0% | 63 | +4,090 | 3.76% | Q4 2025 | Feb 17, 2026 |
| Bellevue Group AG | History | Reduced | 111,510 | 3,091 | 0.06% | 1.46% | 64 | -2,777,778 | -96.14% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 103,469 | 2,868 | 0.0% | 0.0% | 65 | +60,249 | 139.4% | Q4 2025 | Jan 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 100,720 | 2,791 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 98,883 | 2,741 | 0.02% | 0.01% | 67 | +4,253 | 4.49% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 94,900 | 2,630 | 0.0% | 0.0% | 68 | -43,400 | -31.38% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 92,078 | 2,552 | 0.0% | 0.0% | 69 | -7,490 | -7.52% | Q4 2025 | Feb 09, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 90,102 | 2,497 | 0.0% | 0.0% | 70 | +12,470 | 16.06% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 87,265 | 2,418 | 0.0% | 0.0% | 71 | +4,212 | 5.07% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 77,564 | 2,150 | 0.0% | 0.0% | 72 | +4,649 | 6.38% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 76,825 | 2,129 | 0.02% | — | 73 | +76,825 | New | Q4 2025 | Jan 29, 2026 |
| Privium Fund Management B.V. | History | Added to | 71,500 | 1,981 | 0.36% | 0.27% | 74 | +10,500 | 17.21% | Q4 2025 | Feb 03, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 69,964 | 1,945 | 0.0% | 0.0% | 75 | -316 | -0.45% | Q4 2025 | Jan 28, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 50,000 | 1,846 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 65,617 | 1,818 | 0.06% | 0.02% | 77 | +35,571 | 118.39% | Q4 2025 | Feb 06, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 64,056 | 1,775 | 0.0% | — | 78 | +64,056 | New | Q4 2025 | Feb 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 60,759 | 1,684 | 0.03% | 0.02% | 79 | -7,756 | -11.32% | Q4 2025 | Feb 17, 2026 |
| Clarius Group, LLC | History | No change | 60,615 | 1,680 | 0.1% | 0.09% | 80 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 58,526 | 1,622 | 0.0% | 0.0% | 81 | +11,253 | 23.8% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 56,091 | 1,554 | 0.0% | 0.0% | 82 | +38,925 | 226.76% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 55,619 | 1,541 | 0.0% | 0.0% | 83 | +11,872 | 27.14% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 54,523 | 1,511 | 0.01% | 0.01% | 84 | -2,053 | -3.63% | Q4 2025 | Feb 12, 2026 |
| Ishara Investments LP | History | New | 50,000 | 1,386 | 1.58% | — | 85 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | History | Reduced | 45,000 | 1,247 | 0.61% | 0.66% | 86 | -6,000 | -11.76% | Q4 2025 | Jan 26, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 43,781 | 1,213 | 0.0% | 0.0% | 87 | +6,354 | 16.98% | Q4 2025 | Jan 27, 2026 |
| Raiffeisen Bank International AG | History | No change | 43,000 | 1,196 | 0.02% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 39,917 | 1,106 | 0.03% | 0.04% | 89 | +15,755 | 65.21% | Q4 2025 | Feb 10, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 39,531 | 1,095 | 0.01% | 0.01% | 90 | -2,300 | -5.5% | Q4 2025 | Feb 04, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 39,501 | 1,094 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 38,053 | 1,054 | 0.01% | 0.01% | 92 | +10,228 | 36.76% | Q4 2025 | Feb 10, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 36,902 | 1,022 | 0.0% | 0.0% | 93 | -1,086 | -2.86% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 35,802 | 992 | 0.01% | 0.01% | 94 | +3,074 | 9.39% | Q4 2025 | Feb 02, 2026 |
| ALGERT GLOBAL LLC | History | New | 34,290 | 951 | 0.01% | — | 95 | +34,290 | New | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 33,623 | 932 | 0.0% | 0.0% | 96 | -17,500 | -34.23% | Q4 2025 | Feb 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 32,711 | 906 | 0.0% | — | 97 | +32,711 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 31,532 | 874 | 0.0% | 0.0% | 98 | -7,735 | -19.7% | Q4 2025 | Feb 10, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 31,076 | 861 | 0.0% | — | 99 | +31,076 | New | Q4 2025 | Jan 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 30,982 | 858 | 0.0% | 0.0% | 100 | +106 | 0.34% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 30,629 | 849 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 29,508 | 817 | 0.01% | 0.01% | 102 | +1,032 | 3.62% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Reduced | 28,549 | 791 | 0.04% | 0.05% | 103 | -2,111 | -6.89% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 28,115 | 779 | 0.0% | 0.0% | 104 | +788 | 2.88% | Q4 2025 | Feb 18, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 27,935 | 774 | 0.0% | 0.0% | 105 | -27,965 | -50.03% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 26,757 | 741 | 0.0% | 0.0% | 106 | -24,544 | -47.84% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Reduced | 26,300 | 729 | 0.0% | 0.0% | 107 | -21,500 | -44.98% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Reduced | 25,938 | 719 | 0.0% | 0.01% | 108 | -56,262 | -68.45% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 25,421 | 704 | 0.0% | 0.0% | 109 | -1,350 | -5.04% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 25,075 | 695 | 0.01% | 0.01% | 110 | -1,352 | -5.12% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 24,952 | 691 | 0.0% | 0.0% | 111 | -22,848 | -47.8% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 23,870 | 661 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Palumbo Wealth Management LLC | History | New | 22,657 | 628 | 0.15% | — | 113 | +22,657 | New | Q4 2025 | Jan 21, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 22,128 | 613 | 0.0% | 0.0% | 114 | -977 | -4.23% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 21,945 | 608 | 0.0% | 0.0% | 116 | +1,991 | 9.98% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 21,948 | 608 | 0.0% | 0.0% | 115 | +566 | 2.65% | Q4 2025 | Feb 11, 2026 |
| Erste Asset Management GmbH | History | No change | 21,700 | 604 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Yiheng Capital Management, L.P. | History | Reduced | 21,126 | 585 | 0.12% | 0.25% | 118 | -47,932 | -69.41% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 21,025 | 582 | 0.02% | 0.02% | 119 | -1,811 | -7.93% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 20,771 | 576 | 0.0% | 0.0% | 120 | -8,991 | -30.21% | Q4 2025 | Feb 13, 2026 |
| HEADINVEST, LLC | History | Added to | 20,060 | 556 | 0.11% | 0.09% | 121 | +1,500 | 8.08% | Q4 2025 | Feb 02, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 19,300 | 534 | 0.0% | 0.0% | 122 | +1,800 | 10.29% | Q4 2025 | Jan 28, 2026 |
| Synergy Asset Management, LLC | History | Added to | 18,826 | 521 | 0.05% | 0.01% | 123 | +6,874 | 57.51% | Q4 2025 | Jan 13, 2026 |
| BRANDYWINE MANAGERS, LLC | History | No change | 18,606 | 515 | 0.25% | 0.43% | 124 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PSP Research LLC | History | New | 18,334 | 508 | 0.44% | — | 125 | +18,334 | New | Q4 2025 | Feb 06, 2026 |
| Vontobel Holding Ltd. | History | New | 18,052 | 500 | 0.0% | — | 126 | +18,052 | New | Q4 2025 | Feb 13, 2026 |
| AMG National Trust Bank | History | No change | 17,007 | 471 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 16,535 | 458 | 0.04% | 0.05% | 128 | -9,197 | -35.74% | Q4 2025 | Jan 29, 2026 |
| SteelPeak Wealth, LLC | History | New | 16,287 | 451 | 0.01% | — | 129 | +16,287 | New | Q4 2025 | Jan 20, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 16,207 | 449 | 0.0% | 6.33% | 130 | -39,993 | -71.16% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 15,681 | 435 | 0.0% | — | 131 | +15,681 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 15,357 | 425 | 0.01% | — | 132 | +15,357 | New | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 15,000 | 415 | 0.0% | 0.01% | 133 | -55,000 | -78.57% | Q4 2025 | Feb 13, 2026 |
| Cinctive Capital Management LP | History | New | 14,318 | 396 | 0.02% | — | 134 | +14,318 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 13,405 | 371 | 0.0% | 0.0% | 135 | +965 | 7.76% | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 13,350 | 370 | 0.0% | 0.0% | 136 | -8,624 | -39.25% | Q4 2025 | Jan 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 13,204 | 366 | 0.0% | 0.0% | 137 | +1,978 | 17.62% | Q4 2025 | Feb 17, 2026 |
| Longaeva Partners L.P. | History | New | 11,920 | 330 | 0.03% | — | 138 | +11,920 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 11,467 | 317 | 0.0% | 0.0% | 139 | +16 | 0.14% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 10,976 | 297 | 0.0% | 0.0% | 140 | -2,350 | -17.63% | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | Reduced | 10,404 | 288 | 0.0% | 0.0% | 141 | -32 | -0.31% | Q4 2025 | Feb 06, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | New | 10,061 | 278 | 0.06% | — | 142 | +10,061 | New | Q4 2025 | Jan 12, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 9,724 | 269 | 0.07% | 0.05% | 143 | +3,200 | 49.05% | Q4 2025 | Feb 17, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 9,600 | 266 | 0.08% | 0.07% | 144 | +400 | 4.35% | Q4 2025 | Jan 26, 2026 |
| Seven Fleet Capital Management LP | History | New | 9,537 | 264 | 0.18% | — | 145 | +9,537 | New | Q4 2025 | Apr 02, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 9,194 | 254 | 0.0% | 0.0% | 146 | -403 | -4.2% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | New | 8,634 | 239 | 0.0% | — | 147 | +8,634 | New | Q4 2025 | Feb 17, 2026 |
| IvyRock Asset Management (HK) Ltd | History | No change | 8,600 | 238 | 0.13% | 0.09% | 148 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Green Alpha Advisors, LLC | History | New | 8,517 | 236 | 0.22% | — | 149 | +8,517 | New | Q4 2025 | Jan 07, 2026 |
| Thrive Wealth Management, LLC | History | New | 8,488 | 235 | 0.03% | — | 150 | +8,488 | New | Q4 2025 | Jan 12, 2026 |
| DLK Investment Management, LLC | History | New | 8,125 | 225 | 0.08% | — | 151 | +8,125 | New | Q4 2025 | Jan 14, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | New | 8,073 | 223 | 0.0% | — | 152 | +8,073 | New | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 7,988 | 221 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Buck Wealth Strategies, LLC | History | New | 7,800 | 216 | 0.03% | — | 154 | +7,800 | New | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,704 | 213 | 0.0% | 0.0% | 155 | -1,347 | -14.88% | Q4 2025 | Feb 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 7,647 | 211 | 0.0% | — | 156 | +7,647 | New | Q4 2025 | Feb 19, 2026 |
| XPONANCE LLC | History | New | 7,574 | 209 | 0.0% | — | 157 | +7,574 | New | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 7,495 | 207 | 0.0% | — | 158 | +7,495 | New | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | New | 7,469 | 207 | 0.0% | — | 159 | +7,469 | New | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 6,711 | 186 | 0.0% | 0.0% | 160 | -14,300 | -68.06% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,230 | 173 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,655 | 156 | 0.0% | 0.0% | 162 | -1,133 | -16.69% | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | Reduced | 5,000 | 138 | 0.02% | 0.05% | 163 | -4,849 | -49.23% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 4,931 | 136 | 0.0% | 0.0% | 164 | +1,020 | 26.08% | Q4 2025 | Jan 26, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 3,919 | 109 | 0.0% | 0.0% | 165 | +1,761 | 81.6% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3,724 | 103 | 0.0% | 0.0% | 166 | -285 | -7.11% | Q4 2025 | Feb 03, 2026 |
| KBC Group NV | History | No change | 3,569 | 99 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ST GERMAIN D J CO INC | History | New | 3,500 | 97 | 0.0% | — | 168 | +3,500 | New | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 3,144 | 87 | 0.0% | 0.0% | 169 | +1,000 | 46.64% | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,004 | 83 | 0.0% | 0.0% | 170 | -149 | -4.73% | Q4 2025 | Feb 05, 2026 |
| Purpose Unlimited Inc. | History | New | 2,894 | 80 | 0.0% | — | 171 | +2,894 | New | Q4 2025 | Mar 20, 2026 |
| Allworth Financial LP | History | New | 2,533 | 70 | 0.0% | — | 172 | +2,533 | New | Q4 2025 | Feb 05, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 2,500 | 69 | 0.07% | — | 173 | +2,500 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 2,466 | 68 | 0.0% | 0.0% | 174 | +329 | 15.4% | Q4 2025 | Jan 26, 2026 |
| Leonteq Securities AG | History | Reduced | 2,375 | 65 | 0.0% | 0.0% | 175 | -2,496 | -51.24% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Added to | 2,237 | 62 | 0.0% | 0.0% | 176 | +270 | 13.73% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,112 | 58 | 0.0% | — | 177 | +2,112 | New | Q4 2025 | Feb 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,994 | 55 | 0.0% | 0.0% | 178 | -182 | -8.36% | Q4 2025 | Jan 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,984 | 54 | 0.0% | 0.05% | 179 | -73,310 | -97.36% | Q4 2025 | Feb 17, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 1,710 | 47 | 0.0% | — | 180 | +1,710 | New | Q4 2025 | Feb 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,500 | 41 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,326 | 36 | 0.0% | 0.0% | 182 | +1,151 | 657.71% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,299 | 36 | 0.0% | 0.0% | 184 | +101 | 8.43% | Q4 2025 | Mar 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,300 | 36 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,152 | 32 | 0.0% | 0.0% | 185 | +408 | 54.84% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,109 | 30 | 0.0% | 0.0% | 186 | +287 | 34.91% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 763 | 21 | 0.0% | 0.0% | 188 | -1,181 | -60.75% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | No change | 777 | 21 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sterling Capital Management LLC | History | Added to | 615 | 17 | 0.0% | 0.0% | 190 | +383 | 165.09% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 645 | 17 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 586 | 16 | 0.0% | 0.0% | 191 | +325 | 124.52% | Q4 2025 | Jan 05, 2026 |
| COMERICA BANK | History | Added to | 530 | 14 | 0.0% | 0.0% | 192 | +59 | 12.53% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | New | 409 | 12 | 0.0% | — | 193 | +409 | New | Q4 2025 | Jan 21, 2026 |
| Covestor Ltd | History | No change | 401 | 11 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 449 | 10 | 0.0% | — | 195 | +449 | New | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 365 | 10 | 0.0% | 0.0% | 197 | +197 | 117.26% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | No change | 392 | 10 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 335 | 9 | 0.0% | 0.0% | 198 | -286 | -46.05% | Q4 2025 | Feb 18, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 302 | 8 | 0.0% | 0.0% | 199 | -3,153 | -91.26% | Q4 2025 | Feb 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 277 | 7 | 0.0% | 0.0% | 200 | -600 | -68.42% | Q4 2025 | Jan 15, 2026 |
| Quattro Advisors LLC | History | New | 273 | 7 | 0.01% | — | 201 | +273 | New | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 232 | 6 | 0.0% | 0.0% | 202 | +32 | 16.0% | Q4 2025 | Feb 12, 2026 |
| Optiver Holding B.V. | History | Reduced | 212 | 5 | 0.0% | 0.0% | 205 | -415 | -66.19% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 213 | 5 | 0.0% | 0.0% | 203 | +40 | 23.12% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | No change | 200 | 5 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 200 | 5 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 200 | 5 | 0.01% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 163 | 4 | 0.0% | — | 208 | +163 | New | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 143 | 3 | 0.0% | 0.0% | 209 | +68 | 90.67% | Q4 2025 | Feb 06, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 95 | 2 | 0.0% | 0.0% | 212 | -29,155 | -99.68% | Q4 2025 | Feb 12, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 97 | 2 | 0.0% | — | 210 | +97 | New | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 80 | 2 | 0.0% | — | 215 | +80 | New | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | New | 75 | 2 | 0.0% | — | 213 | +75 | New | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | Added to | 76 | 2 | 0.0% | 0.0% | 217 | +2 | 2.7% | Q4 2025 | Jan 29, 2026 |
| UMB Bank, n.a. | History | No change | 100 | 2 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 97 | 2 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 106 | 2 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Root Financial Partners, LLC | History | Added to | 57 | 1 | 0.0% | — | 222 | +39 | 216.67% | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 62 | 1 | 0.0% | — | 218 | +37 | 148.0% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 38 | 1 | 0.0% | — | 223 | +4 | 11.76% | Q4 2025 | Jan 23, 2026 |
| Ancora Advisors LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | No change | 68 | 1 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Center for Financial Planning, Inc. | History | No change | 50 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Fairscale Capital, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Contrarius Group Holdings Ltd | History | Closed out | 0 | 0 | — | 1.68% | — | -1,533,269 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TANG CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -255,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -175,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -144,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Avidity Partners Management LP | History | Closed out | 0 | 0 | — | 0.62% | — | -112,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.1% | — | -93,930 | -100.0% | Q3 2025 | Nov 07, 2025 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -88,732 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -71,720 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,800 | -100.0% | Q3 2025 | Mar 30, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -49,811 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -43,648 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -41,664 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -25,439 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.09% | — | -24,476 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,032 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,614 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -15,811 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -15,580 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,556 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,890 | -100.0% | Q3 2025 | Nov 13, 2025 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -9,930 | -100.0% | Q3 2025 | Oct 15, 2025 |
| POLEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,133 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -4,682 | -100.0% | Q3 2025 | Oct 24, 2025 |
| BIT Capital GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -3,390 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Pinnacle Bancorp, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q3 2025 | Oct 24, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Parkside Financial Bank & Trust | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Jan 14, 2026 |
| Bare Financial Services, Inc | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Feb 06, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JFS WEALTH ADVISORS, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Jan 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 17, 2026 |
| Atlantic Private Wealth, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Oct 16, 2025 |
| EverSource Wealth Advisors, LLC | History | Added to | 12 | 0 | — | — | — | +5 | 71.43% | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 03, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 5 | 0 | — | — | — | +4 | 400.0% | Q4 2025 | Jan 12, 2026 |
| SJS Investment Consulting Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 21, 2026 |
| CURIO WEALTH, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q4 2025 | Jan 15, 2026 |
| Kingdom Financial Group LLC. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 03, 2025 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Bogart Wealth, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Private Wealth Management Group, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Gen-Wealth Partners Inc | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |