Caris Life Sciences, Inc. - CAI

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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 30,923,878 551,063 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 13, 2026
J. H. Whitney Equity Partners VI, LLC History No change 11,256,615 200,592 100.0% 100.0% 2 0 0.0% Q2 2026 Aug 12, 2026
COATUE MANAGEMENT LLC History No change 9,819,992 174,992 0.36% 0.36% 3 0 0.0% Q2 2026 Aug 14, 2026
BRAIDWELL LP History No change 8,256,032 147,122 5.44% 5.44% 4 0 0.0% Q2 2026 Aug 14, 2026
Sixth Street Partners Management Company, L.P. History No change 7,327,041 130,567 22.54% 22.54% 5 0 0.0% Q2 2026 Aug 14, 2026
PointState Capital LP History No change 6,828,835 121,689 1.56% 1.56% 6 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 6,558,514 120,243 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 5,536,798 98,665 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 07, 2026
T. Rowe Price Investment Management, Inc. History No change 5,079,141 90,511 0.06% 0.06% 9 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 4,844,431 86,327 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 4,280,238 76,273 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 3,958,531 70,541 0.26% 0.26% 12 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 3,590,963 63,990 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 13, 2026
ORBIMED ADVISORS LLC History No change 2,806,811 50,017 0.93% 0.93% 14 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 2,370,268 42,238 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 2,202,647 39,251 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
MAK CAPITAL ONE LLC History No change 1,937,229 34,521 4.84% 4.84% 17 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,935,531 34,491 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
Duquesne Family Office LLC History No change 1,894,450 33,759 0.65% 0.65% 19 0 0.0% Q2 2026 Aug 14, 2026
Clearbridge Investments, LLC History No change 1,595,877 28,438 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 13, 2026
FIL Ltd History No change 1,548,918 27,601 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 1,423,371 25,364 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 1,418,392 25,275 0.05% 0.05% 23 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 1,374,952 24,501 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 1,217,548 21,730 0.0% 0.0% 25 0 0.0% Q2 2026 Sep 22, 2026
Amundi History No change 1,218,364 21,711 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 11, 2026
Capital World Investors History No change 1,213,272 21,620 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 1,205,390 21,481 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 1,200,590 21,394 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
Champlain Investment Partners, LLC History No change 1,048,862 18,690 0.48% 0.48% 30 0 0.0% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,044,657 18,615 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 951,942 16,963 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
ZEVENBERGEN CAPITAL INVESTMENTS LLC History No change 802,083 14,293 0.33% 0.33% 33 0 0.0% Q2 2026 Jul 15, 2026
SEI INVESTMENTS CO History No change 762,659 13,590 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 727,944 12,971 0.08% 0.08% 35 0 0.0% Q2 2026 Aug 14, 2026
Woodline Partners LP History No change 723,163 12,886 0.04% 0.04% 36 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 655,644 11,683 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 604,416 10,770 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 572,784 10,207 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 570,932 10,174 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 568,000 10,121 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 13, 2026
Rock Springs Capital Management LP History No change 487,500 8,687 0.42% 0.42% 42 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 441,672 7,870 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 13, 2026
Walleye Capital LLC History No change 424,407 7,562 0.03% 0.03% 44 0 0.0% Q2 2026 Aug 03, 2026
CITADEL ADVISORS LLC History No change 394,655 7,032 0.0% 0.0% 45 0 0.0% Q2 2026 Sep 02, 2026
Squarepoint Ops LLC History No change 380,927 6,788 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 14, 2026
TD ASSET MANAGEMENT INC History No change 379,388 6,760 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 04, 2026
Bank of New York Mellon Corp History No change 308,407 5,495 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 06, 2026
MENLO ADVISORS LLC History No change 300,518 5,355 2.35% 2.35% 49 0 0.0% Q2 2026 Sep 10, 2026
FEDERATED HERMES, INC. History No change 285,598 5,089 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 12, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 264,064 4,705 0.03% 0.03% 51 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 258,787 4,611 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 247,605 4,412 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 226,878 4,042 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 222,717 3,968 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 220,600 3,931 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
Maxi Investments CY Ltd History No change 210,670 3,754 0.76% 0.76% 57 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 204,818 3,649 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 204,152 3,637 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 182,345 3,249 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 24, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 173,010 3,083 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
Militia Capital Management LLC History No change 166,600 2,968 0.09% 0.09% 62 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 152,236 2,713 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 07, 2026
XTX Topco Ltd History No change 136,488 2,432 0.03% 0.03% 64 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 132,479 2,360 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 13, 2026
CastleKnight Management LP History No change 132,236 2,356 0.03% 0.03% 66 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 132,103 2,354 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 124,716 2,222 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 123,129 2,194 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 111,236 1,982 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 03, 2026
Caption Management, LLC History No change 110,019 1,960 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 102,044 1,819 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 100,327 1,787 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
SALEM INVESTMENT COUNSELORS INC History No change 100,000 1,782 0.04% 0.04% 74 0 0.0% Q2 2026 Jul 14, 2026
Ghisallo Capital Management LLC History No change 100,000 1,782 0.03% 0.03% 75 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 98,849 1,761 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 11, 2026
RAYMOND JAMES FINANCIAL INC History No change 98,595 1,756 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 94,051 1,723 0.06% 0.06% 78 0 0.0% Q2 2026 Aug 12, 2026
Gotham Asset Management, LLC History No change 89,535 1,595 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 85,600 1,525 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 07, 2026
Pathstone Holdings, LLC History No change 82,782 1,475 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 81,736 1,456 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 81,021 1,448 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
Exome Asset Management LLC History No change 78,180 1,393 0.86% 0.86% 84 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 77,456 1,380 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 71,695 1,277 0.0% 0.0% 86 0 0.0% Q2 2026 Sep 23, 2026
Jain Global LLC History No change 68,222 1,215 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 68,048 1,212 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 06, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 63,895 1,138 0.02% 0.02% 89 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 61,237 1,132 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
Renaissance Capital LLC History No change 62,887 1,120 0.62% 0.62% 91 0 0.0% Q2 2026 Aug 05, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 61,300 1,092 0.0% 0.0% 92 0 0.0% Q2 2026 Jul 29, 2026
Cambridge Investment Research Advisors, Inc. History No change 59,873 1,067 0.0% 0.0% 93 0 0.0% Q2 2026 Jul 27, 2026
AQR CAPITAL MANAGEMENT LLC History No change 59,103 1,053 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 54,890 978 0.0% 0.0% 95 0 0.0% Q2 2026 Jul 30, 2026
Police & Firemen's Retirement System of New Jersey History No change 54,057 963 0.01% 0.01% 96 0 0.0% Q2 2026 Jul 23, 2026
Treasurer of the State of North Carolina History No change 52,515 936 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 51,502 917 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 07, 2026
NATIXIS ADVISORS, LLC History No change 49,587 883 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 47,595 848 0.0% 0.0% 100 0 0.0% Q2 2026 Sep 09, 2026
Y-Intercept (Hong Kong) Ltd History No change 46,068 820 0.02% 0.02% 101 0 0.0% Q2 2026 Jul 13, 2026
China Universal Asset Management Co., Ltd. History No change 44,989 801 0.05% 0.05% 102 0 0.0% Q2 2026 Jul 24, 2026
Virtu Financial LLC History No change 44,018 784 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 43,653 777 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 07, 2026
AMERICAN CENTURY COMPANIES INC History No change 42,899 764 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 42,500 757 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 42,199 751 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 06, 2026
BARCLAYS PLC History No change 41,228 734 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 38,493 685 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 13, 2026
Diversified Trust Co History No change 37,325 665 0.01% 0.01% 110 0 0.0% Q2 2026 Jul 17, 2026
Tidal Investments LLC History No change 36,822 656 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 13, 2026
Handelsbanken Fonder AB History No change 36,300 647 0.0% 0.0% 112 0 0.0% Q2 2026 Jul 10, 2026
TWO SIGMA INVESTMENTS, LP History No change 35,900 639 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 35,145 626 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 17, 2026
Brevan Howard Capital Management LP History No change 34,868 621 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
WCG Wealth Advisors LLC History No change 34,736 618 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 14, 2026
MEEDER ASSET MANAGEMENT INC History No change 34,035 606 0.03% 0.03% 117 0 0.0% Q2 2026 Aug 07, 2026
Amova Asset Management Americas, Inc. History No change 33,883 603 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 13, 2026
EntryPoint Capital, LLC History No change 33,719 600 0.15% 0.15% 119 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 33,097 589 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 32,070 571 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
EMERALD ADVISERS, LLC History No change 30,443 542 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 05, 2026
Kestra Advisory Services, LLC History No change 28,090 500 0.0% 0.0% 123 0 0.0% Q2 2026 Jul 28, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 27,965 498 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 10, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 27,314 486 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 03, 2026
OAK RIDGE INVESTMENTS LLC History No change 27,064 482 0.03% 0.03% 126 0 0.0% Q2 2026 Jul 21, 2026
Entropy Technologies, LP History No change 26,887 479 0.02% 0.02% 127 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 25,652 457 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 11, 2026
PURA VIDA INVESTMENTS, LLC History No change 25,500 454 1.23% 1.23% 129 0 0.0% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History No change 24,576 437 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 25,333 430 0.0% 0.0% 131 0 0.0% Q2 2026 Jul 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 24,093 429 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 10, 2026
COURIER CAPITAL LLC History No change 24,000 427 0.02% 0.02% 133 0 0.0% Q2 2026 Jul 16, 2026
WELLS FARGO & COMPANY/MN History No change 23,689 422 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History No change 23,301 415 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 06, 2026
WPWealth LLP History No change 23,025 410 0.06% 0.06% 136 0 0.0% Q2 2026 Aug 10, 2026
FORA Capital, LLC History No change 22,645 403 0.03% 0.03% 137 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 22,584 402 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 22,476 400 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
Aquatic Capital Management LLC History No change 22,068 393 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 14, 2026
PDT Partners, LLC History No change 22,016 392 0.02% 0.02% 141 0 0.0% Q2 2026 Aug 14, 2026
Corus Family Wealth Advisors History No change 21,105 376 0.26% 0.26% 142 0 0.0% Q2 2026 Jul 30, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 20,213 360 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 17, 2026
INTERCAPITAL, LLC History No change 20,000 356 0.09% 0.09% 144 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 19,675 350 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 12, 2026
MSA Advisors, LLC History No change 19,200 342 0.09% 0.09% 146 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 19,248 342 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 11, 2026
XPONANCE LLC History No change 18,820 335 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 10, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 17,710 315 0.02% 0.02% 149 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 17,646 314 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 19, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 17,159 305 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 16,861 300 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 12, 2026
Inspire Investing, LLC History No change 16,682 297 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 12, 2026
Roxbury Financial LLC History New 9,639 295 0.23% — 154 +9,639 New Q3 2026 Oct 01, 2026
Catalyst Funds Management Pty Ltd History No change 16,123 287 0.02% 0.02% 155 0 0.0% Q2 2026 Aug 10, 2026
SIMPLEX TRADING, LLC History No change 16,009 285 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History No change 15,680 279 0.0% 0.0% 157 0 0.0% Q2 2026 Jul 20, 2026
WINTON GROUP Ltd History No change 14,800 263 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 07, 2026
MOODY NATIONAL BANK TRUST DIVISION History New 8,500 260 0.02% — 159 +8,500 New Q3 2026 Oct 06, 2026
Quantum Portfolio Management LLC History No change 14,343 255 0.09% 0.09% 160 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 14,161 252 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 07, 2026
Caitong International Asset Management Co., Ltd History No change 13,784 245 0.03% 0.03% 162 0 0.0% Q2 2026 Aug 04, 2026
JUNCTURE WEALTH STRATEGIES, LLC History New 7,936 243 0.06% — 164 +7,936 New Q3 2026 Oct 06, 2026
Scientech Research LLC History No change 13,670 243 0.2% 0.2% 163 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 13,359 238 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
Americana Partners, LLC History No change 12,945 230 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 05, 2026
Hudson Bay Capital Management LP History No change 12,870 229 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History No change 12,643 225 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 22, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 12,568 223 0.06% 0.06% 169 0 0.0% Q2 2026 Aug 14, 2026
Temasek Holdings (Private) Ltd History No change 12,235 218 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 07, 2026
Michael & Susan Dell Foundation History No change 12,235 218 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 11,750 209 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 12, 2026
Magnetar Financial LLC History No change 11,504 205 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 14, 2026
Chicago Partners Investment Group LLC History No change 13,034 203 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 29, 2026
Caprock Group, LLC History No change 11,206 199 0.0% 0.0% 175 0 0.0% Q2 2026 Jul 27, 2026
GRANVILLE CAPITAL, INC. History No change 11,068 197 0.09% 0.09% 176 0 0.0% Q2 2026 Aug 11, 2026
Bridgefront Capital, LLC History No change 11,028 196 0.05% 0.05% 177 0 0.0% Q2 2026 Aug 14, 2026
Triton Wealth Management, PLLC History No change 10,918 189 0.06% 0.06% 178 0 0.0% Q2 2026 Aug 05, 2026
Knollwood Investment Advisory, LLC History No change 10,445 186 0.02% 0.02% 179 0 0.0% Q2 2026 Aug 13, 2026
DRW Securities, LLC History No change 10,031 178 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 14, 2026
Aster Capital Management (DIFC) Ltd History No change 9,054 161 0.03% 0.03% 181 0 0.0% Q2 2026 Aug 14, 2026
Index Technologies Group LLC History No change 7,390 131 0.1% 0.1% 182 0 0.0% Q2 2026 Aug 14, 2026
Bellevue Group AG History No change 6,418 114 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 6,355 113 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 13, 2026
GF FUND MANAGEMENT CO. LTD. History No change 5,970 106 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 07, 2026
Northwest & Ethical Investments L.P. History No change 4,727 86 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 13, 2026
Blue Owl Capital Holdings LP History No change 4,711 83 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 11, 2026
Freestone Grove Partners LP History No change 3,655 65 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Added to 2,000 61 0.01% 0.0% 190 +62 3.2% Q3 2026 Oct 01, 2026
FIFTH THIRD BANCORP History No change 3,434 61 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 05, 2026
Tower Research Capital LLC (TRC) History No change 3,299 58 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 11, 2026
STRS OHIO History No change 2,599 46 0.0% 0.0% 192 0 0.0% Q2 2026 Jul 30, 2026
Arax Advisory Partners History No change 2,524 44 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 10, 2026
Olistico Wealth, LLC History No change 1,423 43 0.02% 0.01% 194 0 0.0% Q3 2026 Oct 05, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 2,384 42 0.0% 0.0% 195 0 0.0% Q2 2026 Jul 31, 2026
BOKF, NA History No change 2,152 38 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,131 37 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 07, 2026
Trifecta Capital Advisors, LLC History No change 2,100 37 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 03, 2026
MCF Advisors LLC History No change 2,000 35 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History No change 1,189 21 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 14, 2026
ALBION FINANCIAL GROUP /UT History No change 1,178 20 0.0% 0.0% 201 0 0.0% Q2 2026 Jul 22, 2026
Sterling Capital Management LLC History No change 1,177 20 0.0% 0.0% 202 0 0.0% Q2 2026 Jul 28, 2026
SBI Securities Co., Ltd. History No change 1,176 20 0.0% 0.0% 203 0 0.0% Q2 2026 Jul 22, 2026
Leonteq Securities AG History No change 1,000 17 0.0% 0.0% 204 0 0.0% Q2 2026 Jul 27, 2026
Vermillion Wealth Management, Inc. History No change 1,000 17 0.0% 0.0% 205 0 0.0% Q2 2026 Jul 15, 2026
Rockefeller Capital Management L.P. History No change 995 17 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 13, 2026
J.Safra Asset Management Corp History No change 881 15 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 770 13 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 635 11 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 542 9 0.0% 0.0% 210 0 0.0% Q2 2026 Jul 07, 2026
Owl Creek Wealth Partners LLC History No change 530 9 0.0% 0.0% 211 0 0.0% Q2 2026 Jul 20, 2026
Covestor Ltd History No change 389 7 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 07, 2026
BROWN BROTHERS HARRIMAN & CO History No change 344 6 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 339 6 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 06, 2026
TRUST CO OF VERMONT History No change 330 5 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 07, 2026
EverSource Wealth Advisors, LLC History No change 294 5 0.0% 0.0% 216 0 0.0% Q2 2026 Jul 24, 2026
TD Waterhouse Canada Inc. History No change 300 5 0.0% 0.0% 217 0 0.0% Q2 2026 Jul 27, 2026
Allworth Financial LP History No change 253 4 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History No change 274 4 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 06, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 270 4 0.0% 0.0% 220 0 0.0% Q2 2026 Jul 07, 2026
Federation des caisses Desjardins du Quebec History No change 250 4 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 211 3 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History No change 220 3 0.0% 0.0% 223 0 0.0% Q2 2026 Jul 23, 2026
NewEdge Advisors, LLC History No change 200 3 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 12, 2026
Ascentis Wealth Management, LLC History No change 200 3 0.0% 0.0% 225 0 0.0% Q2 2026 Jul 30, 2026
FIRST HORIZON CORP History No change 154 2 0.0% 0.0% 226 0 0.0% Q2 2026 Jul 20, 2026
UMB Bank, n.a. History No change 138 2 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History No change 128 2 0.0% 0.0% 228 0 0.0% Q2 2026 Jul 17, 2026
Silver Grove Financial Group, Inc. History No change 148 2 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 96 1 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 10, 2026
Parkside Financial Bank & Trust History No change 79 1 0.0% 0.0% 231 0 0.0% Q2 2026 Sep 04, 2026
Financial Management Professionals, Inc. History No change 96 1 0.0% 0.0% 232 0 0.0% Q2 2026 Jul 09, 2026
Clearstead Trust, LLC History No change 101 1 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Planning Group LLC History No change 78 1 0.0% 0.0% 234 0 0.0% Q2 2026 Jul 29, 2026
Activest Wealth Management History No change 60 1 0.0% 0.0% 235 0 0.0% Q2 2026 Jul 16, 2026
SJS Investment Consulting Inc. History No change 74 1 0.0% 0.0% 236 0 0.0% Q2 2026 Jul 22, 2026
Essential Partners LLC History No change 71 1 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 10, 2026
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 — — — -25 -100.0% Q3 2026 Oct 05, 2026
HUNTINGTON NATIONAL BANK History No change 36 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
NISA INVESTMENT ADVISORS, LLC History No change 29 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
DekaBank Deutsche Girozentrale History No change 146,100 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Transamerica Financial Advisors, LLC History No change 46 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL CONSULATE, INC History No change 30 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
MV CAPITAL MANAGEMENT, INC. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
IFP Advisors, Inc History No change 3 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Parallel Advisors, LLC History No change 34 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Wealth Planning Services, Inc. History No change 41 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Cedar Mountain Advisors, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 02, 2026
Quent Capital, LLC History No change 40 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Kilter Group LLC History No change 16 0 — — — 0 0.0% Q2 2026 Aug 11, 2026