BioAge Labs, Inc. - BIOA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| a16z Capital Management, L.L.C. | History | No change | 3,233,170 | 79,244 | 0.56% | 0.56% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 2,849,077 | 69,830 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cormorant Asset Management, LP | History | No change | 2,390,605 | 58,593 | 3.0% | 3.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sofinnova Investments, Inc. | History | No change | 2,293,788 | 56,220 | 2.91% | 2.91% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 2,144,633 | 52,597 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Octagon Capital Advisors LP | History | No change | 1,748,000 | 42,843 | 3.85% | 3.85% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RA CAPITAL MANAGEMENT, L.P. | History | No change | 1,671,648 | 40,972 | 0.36% | 0.36% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MPM BioImpact LLC | History | No change | 1,667,661 | 40,874 | 2.49% | 2.49% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,544,214 | 37,848 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Polar Capital Holdings Plc | History | No change | 1,072,344 | 26,283 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRAIDWELL LP | History | No change | 1,033,129 | 25,321 | 0.94% | 0.94% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 1,021,464 | 25,036 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,004,264 | 24,619 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sands Capital Alternatives, LLC | History | No change | 786,353 | 19,273 | 3.14% | 3.14% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ORBIMED ADVISORS LLC | History | No change | 752,153 | 18,435 | 0.34% | 0.34% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 742,761 | 18,205 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 702,858 | 17,227 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pivotal bioVenture Partners Investment Advisor LLC | History | No change | 653,374 | 16,014 | 5.2% | 5.2% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cosmic Management, LLC | History | No change | 501,833 | 12,299 | 3.22% | 3.22% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEMPOINT CAPITAL LP | History | No change | 464,171 | 11,376 | 1.96% | 1.96% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 412,925 | 10,120 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 410,165 | 10,053 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squadron Capital Management LLC | History | No change | 405,000 | 9,926 | 3.08% | 3.08% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 377,085 | 9,242 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 354,395 | 8,686 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nuveen, LLC | History | No change | 349,142 | 8,557 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DIADEMA PARTNERS LP | History | No change | 346,434 | 8,491 | 1.07% | 1.07% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 343,166 | 8,410 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 300,000 | 7,353 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integral Health Asset Management, LLC | History | No change | 300,000 | 7,353 | 0.29% | 0.29% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 282,386 | 6,921 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 281,967 | 6,911 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 273,371 | 6,700 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Financial Management LLC | History | No change | 271,842 | 6,662 | 0.22% | 0.22% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 270,769 | 6,636 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 257,855 | 6,320 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 247,621 | 6,069 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 233,979 | 5,837 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 224,453 | 5,499 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 219,600 | 5,382 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | No change | 213,671 | 5,237 | 0.68% | 0.68% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ikarian Capital, LLC | History | No change | 200,000 | 4,901 | 0.53% | 0.53% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 183,563 | 4,499 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Yiheng Capital Management, L.P. | History | No change | 170,532 | 4,179 | 1.43% | 1.43% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 165,700 | 4,061 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 499,916 | 3,544 | 0.0% | 0.0% | 46 | +105,778 | 26.84% | Q3 2026 | Nov 04, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 141,698 | 3,473 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 138,565 | 3,396 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Invesco Ltd. | History | No change | 127,420 | 3,123 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 107,332 | 2,630 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 102,926 | 2,522 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEXTBio Capital Management LP | History | No change | 100,732 | 2,468 | 1.14% | 1.14% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burkehill Global Management, LP | History | No change | 100,000 | 2,451 | 0.09% | 0.09% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | No change | 98,240 | 2,407 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 94,656 | 2,320 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 316,767 | 2,245 | 0.05% | 0.01% | 56 | +301,527 | 1978.52% | Q3 2026 | Oct 16, 2026 |
| Russell Investments Group, Ltd. | History | No change | 79,196 | 1,941 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 71,487 | 1,752 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Birchview Capital, LP | History | No change | 69,000 | 1,691 | 0.79% | 0.79% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 68,436 | 1,677 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 61,394 | 1,504 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 61,380 | 1,504 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 59,198 | 1,450 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 54,780 | 1,342 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 54,489 | 1,335 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Persistent Asset Partners Ltd | History | No change | 37,763 | 1,255 | 0.37% | 0.37% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 51,188 | 1,254 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 51,188 | 1,254 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 50,000 | 1,225 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 49,545 | 1,214 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 43,904 | 1,076 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 42,000 | 1,029 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 40,258 | 986 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 35,340 | 866 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 34,298 | 840 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 45,700 | 799 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Militia Capital Management LLC | History | No change | 32,286 | 791 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 31,865 | 781 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 31,743 | 778 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 29,694 | 727 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 29,247 | 717 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 28,147 | 689 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 27,788 | 681 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| XTX Topco Ltd | History | No change | 26,793 | 656 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEXFORD CAPITAL LP | History | No change | 25,765 | 631 | 0.08% | 0.08% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 25,620 | 627 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 76,284 | 540 | 0.02% | 0.01% | 87 | +65,404 | 601.14% | Q3 2026 | Oct 28, 2026 |
| MetLife Investment Management, LLC | History | No change | 20,889 | 511 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 20,000 | 490 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stonepine Capital Management, LLC | History | No change | 20,000 | 490 | 0.28% | 0.28% | 90 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 18,137 | 444 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Man Group plc | History | No change | 18,147 | 444 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 18,090 | 443 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Alessandra Capital Management, LLC | History | Reduced | 60,199 | 426 | 0.3% | 1.62% | 95 | -33,169 | -35.53% | Q3 2026 | Oct 30, 2026 |
| Verdad Advisers, LP | History | No change | 17,394 | 426 | 0.41% | 0.41% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 16,187 | 396 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 15,932 | 390 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Engineers Gate Manager LP | History | No change | 14,015 | 343 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valor Management LLC | History | No change | 13,105 | 321 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 12,400 | 303 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STRS OHIO | History | Added to | 42,200 | 299 | 0.0% | 0.0% | 101 | +20,200 | 91.82% | Q3 2026 | Oct 30, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 10,960 | 268 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | No change | 10,472 | 256 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,367 | 254 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 9,529 | 233 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Quadrature Capital Ltd | History | No change | 9,480 | 232 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 9,091 | 222 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Reduced | 29,287 | 207 | 0.0% | 0.0% | 108 | -1,185 | -3.89% | Q3 2026 | Nov 04, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 14,600 | 103 | 0.0% | — | 109 | +14,600 | New | Q3 2026 | Oct 28, 2026 |
| Creative Planning | History | Reduced | 11,731 | 83 | 0.0% | 0.0% | 111 | -6,804 | -36.71% | Q3 2026 | Nov 02, 2026 |
| Legal & General Group Plc | History | No change | 3,413 | 83 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,190 | 78 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,204 | 78 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 10,990 | 77 | 0.0% | 0.0% | 114 | -987 | -8.24% | Q3 2026 | Oct 20, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 8,374 | 59 | 0.0% | 0.01% | 115 | +1,299 | 18.36% | Q3 2026 | Oct 27, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 2,097 | 51 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,974 | 48 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 1,311 | 32 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,070 | 26 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 2,479 | 17 | 0.0% | 0.0% | 120 | +1,558 | 169.16% | Q3 2026 | Oct 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 2,345 | 16 | 0.0% | 0.0% | 121 | +357 | 17.96% | Q3 2026 | Oct 28, 2026 |
| Arax Advisory Partners | History | No change | 542 | 13 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 423 | 10 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,003 | 7 | 0.0% | — | 124 | +999 | 24975.0% | Q3 2026 | Oct 21, 2026 |
| Parallel Advisors, LLC | History | No change | 867 | 6 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 665 | 4 | 0.0% | — | 128 | +665 | New | Q3 2026 | Oct 29, 2026 |
| Sterling Capital Management LLC | History | Added to | 676 | 4 | 0.0% | 0.0% | 126 | +25 | 3.84% | Q3 2026 | Oct 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 183 | 4 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 125 | 3 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 128 | 3 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 87 | 2 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GROUP ONE TRADING LLC | History | No change | 96 | 2 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Truvestments Capital LLC | History | No change | 119 | 2 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Financial Management LLC | History | No change | 110 | 2 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| GAMMA Investing LLC | History | Added to | 179 | 1 | 0.0% | — | 136 | +170 | 1888.89% | Q3 2026 | Oct 08, 2026 |
| Next Level Wealth Planning, LLC | History | New | 150 | 1 | 0.0% | — | 137 | +150 | New | Q3 2026 | Oct 29, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 256 | 1 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -47,491 | -100.0% | Q3 2026 | Oct 27, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,280 | -100.0% | Q3 2026 | Nov 04, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -6,274 | -100.0% | Q3 2026 | Oct 28, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,007 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Torren Management, LLC | History | Reduced | 24 | 0 | — | 0.0% | — | -189 | -88.73% | Q3 2026 | Oct 29, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Buck Wealth Strategies, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q3 2026 | Oct 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 46 | 0 | — | 0.0% | — | -99 | -68.28% | Q3 2026 | Nov 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2026 | Oct 05, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 52 | 0 | — | — | — | +52 | New | Q3 2026 | Oct 20, 2026 |
| Ascentis Wealth Management, LLC | History | New | 40 | 0 | — | — | — | +40 | New | Q3 2026 | Nov 03, 2026 |
| Essential Partners LLC | History | Reduced | 58 | 0 | — | 0.0% | — | -38 | -39.58% | Q3 2026 | Oct 14, 2026 |
| SJS Investment Consulting Inc. | History | New | 24 | 0 | — | — | — | +24 | New | Q3 2026 | Oct 26, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q3 2026 | Oct 30, 2026 |
| True Wealth Design, LLC | History | Added to | 85 | 0 | — | 0.0% | — | +5 | 6.25% | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 134 | 0 | — | 0.0% | — | +1 | 0.75% | Q3 2026 | Oct 08, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |