CareDx, Inc. - CDNA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 4,814,709 | 137,219 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 2,468,858 | 70,362 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,197,475 | 62,628 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | No change | 1,997,618 | 56,932 | 0.59% | 0.59% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARK Investment Management LLC | History | No change | 1,953,531 | 55,675 | 0.36% | 0.36% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 1,937,601 | 55,224 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BAMCO INC /NY/ | History | No change | 1,937,326 | 55,213 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAGNON SECURITIES LLC | History | No change | 1,770,735 | 50,465 | 9.73% | 9.73% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 1,437,416 | 40,966 | 0.11% | 0.11% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 627,020 | 40,756 | 0.02% | 0.02% | 10 | -564,610 | -47.38% | Q3 2026 | Oct 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,328,037 | 37,856 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ophir Asset Management Pty Ltd | History | No change | 1,264,809 | 36,047 | 2.96% | 2.96% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,242,959 | 35,424 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRAIDWELL LP | History | No change | 1,220,602 | 34,787 | 1.29% | 1.29% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Water Life Science Advisors, LP | History | No change | 1,190,000 | 33,915 | 21.36% | 21.36% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 1,188,075 | 33,848 | 0.44% | 0.44% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 1,181,077 | 33,664 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,137,660 | 32,423 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 995,669 | 28,376 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 989,529 | 28,201 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 774,299 | 22,067 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Divisadero Street Capital Management, LP | History | No change | 700,938 | 19,976 | 0.45% | 0.45% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 699,993 | 19,949 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portolan Capital Management, LLC | History | No change | 684,805 | 19,516 | 0.73% | 0.73% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Eagle Investment Management, LLC | History | No change | 598,497 | 17,057 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 575,971 | 16,415 | 0.13% | 0.13% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 571,808 | 16,296 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gagnon Advisors, LLC | History | No change | 546,893 | 15,586 | 9.91% | 9.91% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 538,125 | 15,336 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palo Alto Investors LP | History | No change | 531,870 | 15,158 | 2.09% | 2.09% | 30 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Russell Investments Group, Ltd. | History | No change | 513,550 | 14,636 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 479,873 | 13,676 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 478,798 | 13,645 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meridiem Capital Partners LP | History | No change | 451,493 | 12,867 | 0.58% | 0.58% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 447,205 | 12,745 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 401,987 | 11,456 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zweig-DiMenna Associates LLC | History | No change | 388,812 | 11,081 | 1.01% | 1.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 374,909 | 10,684 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 372,111 | 10,605 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 369,837 | 10,540 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 366,541 | 10,446 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 339,418 | 9,673 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 338,549 | 9,648 | 0.4% | 0.4% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BURNEY CO/ | History | New | 136,338 | 8,861 | 0.24% | — | 44 | +136,338 | New | Q3 2026 | Oct 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 296,200 | 8,441 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 268,207 | 7,643 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 253,314 | 7,219 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 244,375 | 6,964 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 224,829 | 6,407 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 214,342 | 6,108 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 211,967 | 6,041 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bullseye Asset Management LLC | History | No change | 203,660 | 5,805 | 2.95% | 2.95% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkman Healthcare Partners LLC | History | No change | 202,417 | 5,768 | 0.59% | 0.59% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 88,639 | 5,761 | 0.0% | 0.0% | 54 | +13,751 | 18.36% | Q3 2026 | Nov 02, 2026 |
| HSBC HOLDINGS PLC | History | No change | 196,250 | 5,591 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 186,391 | 5,306 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 171,014 | 4,873 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | No change | 170,146 | 4,849 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 157,131 | 4,478 | 0.42% | 0.42% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 152,509 | 4,346 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 150,478 | 4,288 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 149,987 | 4,274 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 63,642 | 4,136 | 0.0% | — | 63 | +63,642 | New | Q3 2026 | Nov 02, 2026 |
| Squarepoint Ops LLC | History | No change | 141,623 | 4,036 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capricorn Fund Managers Ltd | History | New | 61,800 | 4,017 | 0.38% | — | 65 | +61,800 | New | Q3 2026 | Nov 03, 2026 |
| Creative Planning | History | Added to | 56,613 | 3,679 | 0.0% | 0.0% | 66 | +21,430 | 60.91% | Q3 2026 | Nov 02, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 128,992 | 3,676 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Man Group plc | History | No change | 126,962 | 3,618 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 121,084 | 3,450 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 119,252 | 3,398 | 0.43% | 0.43% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 116,766 | 3,327 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 110,031 | 3,135 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 100,799 | 2,872 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 99,173 | 2,826 | 0.18% | 0.18% | 74 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 94,747 | 2,700 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kera Capital Partners, Inc. | History | No change | 91,108 | 2,596 | 0.25% | 0.25% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 87,400 | 2,490 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 85,360 | 2,432 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | New | 37,166 | 2,415 | 0.01% | — | 79 | +37,166 | New | Q3 2026 | Oct 23, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 83,498 | 2,379 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palumbo Wealth Management LLC | History | No change | 82,946 | 2,363 | 0.49% | 0.49% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jump Financial, LLC | History | No change | 82,772 | 2,359 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regal Partners Ltd | History | No change | 79,185 | 2,256 | 0.12% | 0.12% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORMULA GROWTH LTD | History | No change | 78,026 | 2,223 | 0.78% | 0.78% | 84 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 76,682 | 2,188 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 76,177 | 2,171 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ARS Investment Partners, LLC | History | No change | 74,235 | 2,115 | 0.09% | 0.09% | 87 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 73,809 | 2,103 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 73,579 | 2,097 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 68,788 | 1,960 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 68,206 | 1,943 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STRS OHIO | History | Added to | 29,700 | 1,930 | 0.01% | 0.0% | 92 | +3,100 | 11.65% | Q3 2026 | Oct 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 66,101 | 1,883 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 25,750 | 1,673 | 0.01% | 0.0% | 94 | +2,300 | 9.81% | Q3 2026 | Oct 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 54,531 | 1,554 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 54,287 | 1,547 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | No change | 53,748 | 1,531 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 52,800 | 1,504 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 52,366 | 1,492 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 52,291 | 1,491 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 51,840 | 1,477 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 22,685 | 1,474 | 0.01% | 0.0% | 102 | -14,996 | -39.8% | Q3 2026 | Oct 28, 2026 |
| Arlington Trust Co LLC | History | New | 22,540 | 1,465 | 0.11% | — | 103 | +22,540 | New | Q3 2026 | Oct 20, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | New | 21,960 | 1,427 | 1.17% | — | 104 | +21,960 | New | Q3 2026 | Oct 27, 2026 |
| Quantinno Capital Management LP | History | No change | 48,820 | 1,391 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 20,441 | 1,328 | 0.04% | 0.01% | 106 | +3,923 | 23.75% | Q3 2026 | Oct 28, 2026 |
| Trexquant Investment LP | History | No change | 45,908 | 1,308 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 45,589 | 1,299 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 45,122 | 1,285 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 42,046 | 1,198 | 0.46% | 0.46% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 40,384 | 1,182 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 60,580 | 1,051 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARMSTRONG HENRY H ASSOCIATES INC | History | No change | 16,036 | 1,042 | 0.09% | 0.04% | 113 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| UBS Group AG | History | No change | 36,467 | 1,039 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 33,232 | 947 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 32,300 | 920 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rafferty Asset Management, LLC | History | No change | 31,781 | 905 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 30,550 | 870 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 29,915 | 852 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 12,335 | 801 | 0.0% | 0.0% | 120 | +323 | 2.69% | Q3 2026 | Nov 03, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | New | 12,150 | 789 | 0.05% | — | 121 | +12,150 | New | Q3 2026 | Nov 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 11,891 | 772 | 0.02% | 0.01% | 122 | -4,611 | -27.94% | Q3 2026 | Nov 02, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 25,842 | 736 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 25,440 | 725 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALPS ADVISORS INC | History | New | 11,080 | 720 | 0.0% | — | 125 | +11,080 | New | Q3 2026 | Nov 02, 2026 |
| Corient Private Wealth LP | History | No change | 24,450 | 696 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SEI INVESTMENTS CO | History | No change | 24,352 | 694 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 24,048 | 685 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Achmea Investment Management B.V. | History | New | 10,225 | 665 | 0.01% | — | 129 | +10,225 | New | Q3 2026 | Oct 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 22,039 | 644 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 22,094 | 629 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 21,566 | 614 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 20,869 | 594 | 0.1% | 0.1% | 133 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BOKF, NA | History | New | 8,800 | 572 | 0.01% | — | 134 | +8,800 | New | Q3 2026 | Oct 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 20,065 | 571 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BAILARD, INC. | History | No change | 8,700 | 565 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 19,781 | 563 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 8,746 | 559 | 0.0% | — | 138 | +8,746 | New | Q3 2026 | Oct 27, 2026 |
| Balance Wealth Partners LLC | History | Reduced | 8,571 | 557 | 0.13% | 0.12% | 139 | -6,979 | -44.88% | Q3 2026 | Oct 27, 2026 |
| CHICAGO TRUST Co NA | History | Reduced | 8,295 | 539 | 0.07% | 0.04% | 140 | -335 | -3.88% | Q3 2026 | Oct 28, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 8,087 | 525 | 0.24% | 0.11% | 141 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Magnetar Financial LLC | History | No change | 18,267 | 520 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 18,037 | 514 | 0.08% | 0.08% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | New | 7,897 | 513 | 0.0% | — | 144 | +7,897 | New | Q3 2026 | Nov 03, 2026 |
| MARSHALL WACE, LLP | History | No change | 17,898 | 510 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 7,807 | 507 | 0.0% | 0.0% | 146 | -750 | -8.76% | Q3 2026 | Nov 03, 2026 |
| SG Americas Securities, LLC | History | No change | 17,561 | 500 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Wyoming | History | Reduced | 7,671 | 498 | 0.04% | 0.02% | 148 | -309 | -3.87% | Q3 2026 | Oct 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,591 | 472 | 0.0% | 0.0% | 149 | +333 | 4.59% | Q3 2026 | Oct 13, 2026 |
| LPL Financial LLC | History | No change | 15,170 | 432 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 15,057 | 429 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | No change | 15,000 | 427 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | New | 6,439 | 418 | 0.0% | — | 153 | +6,439 | New | Q3 2026 | Oct 28, 2026 |
| IEQ CAPITAL, LLC | History | No change | 14,666 | 417 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 14,293 | 407 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 14,076 | 401 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Abel Hall, LLC | History | New | 6,128 | 398 | 0.07% | — | 157 | +6,128 | New | Q3 2026 | Oct 19, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 13,781 | 392 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PERKINS CAPITAL MANAGEMENT INC | History | New | 6,000 | 390 | 0.28% | — | 159 | +6,000 | New | Q3 2026 | Nov 02, 2026 |
| Knott David M Jr | History | No change | 13,630 | 388 | 0.21% | 0.21% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 13,403 | 381 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Ethic Inc. | History | New | 5,830 | 378 | 0.0% | — | 162 | +5,830 | New | Q3 2026 | Nov 03, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 13,241 | 377 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,122 | 373 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 13,014 | 370 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Entropy Technologies, LP | History | No change | 12,947 | 368 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,861 | 367 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 12,760 | 363 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1492 Capital Management LLC | History | No change | 12,534 | 357 | 0.11% | 0.11% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | New | 5,466 | 355 | 0.0% | — | 170 | +5,466 | New | Q3 2026 | Oct 28, 2026 |
| Vinva Investment Management Ltd | History | No change | 8,188 | 348 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Voleon Capital Management LP | History | No change | 12,166 | 346 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 11,891 | 338 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 11,266 | 321 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bridgefront Capital, LLC | History | No change | 11,119 | 316 | 0.08% | 0.08% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | New | 4,855 | 315 | 0.0% | — | 176 | +4,855 | New | Q3 2026 | Nov 03, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 10,996 | 313 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantbot Technologies LP | History | No change | 10,878 | 310 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 10,678 | 304 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 9,940 | 283 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 8,963 | 255 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | No change | 7,976 | 227 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Calamos Advisors LLC | History | New | 3,460 | 224 | 0.0% | — | 183 | +3,460 | New | Q3 2026 | Nov 02, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 7,300 | 208 | 0.12% | 0.12% | 184 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vident Advisory, LLC | History | No change | 7,144 | 203 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | New | 3,098 | 201 | 0.02% | — | 186 | +3,098 | New | Q3 2026 | Oct 13, 2026 |
| TRITONPOINT WEALTH, LLC | History | New | 3,082 | 200 | 0.02% | — | 188 | +3,082 | New | Q3 2026 | Oct 19, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 7,031 | 200 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 6,875 | 195 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6,377 | 181 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 2,660 | 172 | 0.01% | 0.0% | 191 | +259 | 10.79% | Q3 2026 | Oct 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,423 | 157 | 0.0% | 0.0% | 192 | -3,209 | -56.98% | Q3 2026 | Oct 20, 2026 |
| HURRICANE CAPITAL ADVISORS LLC | History | No change | 5,138 | 146 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q2 2026 | Nov 03, 2026 |
| FEDERATED HERMES, INC. | History | No change | 4,815 | 137 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,655 | 132 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KBC Group NV | History | No change | 2,018 | 131 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 4,358 | 124 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 1,831 | 119 | 0.0% | 0.0% | 198 | -1,179 | -39.17% | Q3 2026 | Oct 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 4,070 | 115 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,692 | 109 | 0.0% | 0.0% | 200 | +1,512 | 840.0% | Q3 2026 | Oct 22, 2026 |
| USA FINANCIAL FORMULAS | History | New | 1,490 | 96 | 0.02% | — | 201 | +1,490 | New | Q3 2026 | Oct 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,125 | 89 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Optiver Holding B.V. | History | No change | 2,621 | 74 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 2,543 | 72 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 1,107 | 71 | 0.0% | 0.0% | 205 | +1,019 | 1157.95% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 868 | 56 | 0.0% | 0.0% | 206 | +39 | 4.7% | Q3 2026 | Oct 08, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 800 | 52 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 778 | 51 | 0.0% | — | 208 | +778 | New | Q3 2026 | Oct 22, 2026 |
| SIGNATUREFD, LLC | History | New | 778 | 50 | 0.0% | — | 209 | +778 | New | Q3 2026 | Oct 23, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 774 | 50 | 0.03% | — | 210 | +774 | New | Q3 2026 | Oct 21, 2026 |
| Bayforest Capital Ltd | History | New | 761 | 49 | 0.07% | — | 211 | +761 | New | Q3 2026 | Nov 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,686 | 48 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Reduced | 689 | 44 | 0.0% | 0.0% | 213 | -269 | -28.08% | Q3 2026 | Oct 01, 2026 |
| Arax Advisory Partners | History | No change | 1,465 | 41 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 1,428 | 40 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,330 | 37 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,172 | 33 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 400 | 26 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Nykredit A/S | History | No change | 862 | 24 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 830 | 23 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 798 | 22 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 303 | 19 | 0.0% | — | 224 | +303 | New | Q3 2026 | Oct 23, 2026 |
| Blue Trust, Inc. | History | New | 299 | 19 | 0.0% | — | 225 | +299 | New | Q3 2026 | Oct 15, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 695 | 19 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | No change | 304 | 19 | 0.01% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 549 | 15 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pacer Advisors, Inc. | History | No change | 531 | 15 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 212 | 13 | 0.0% | — | 229 | +212 | New | Q3 2026 | Oct 21, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 215 | 13 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Leonteq Securities AG | History | New | 180 | 11 | 0.0% | — | 230 | +180 | New | Q3 2026 | Oct 29, 2026 |
| True Wealth Design, LLC | History | Added to | 162 | 10 | 0.0% | 0.0% | 231 | +2 | 1.25% | Q3 2026 | Oct 13, 2026 |
| Torren Management, LLC | History | No change | 158 | 10 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Larson Financial Group LLC | History | No change | 331 | 9 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 138 | 8 | 0.0% | 0.0% | 235 | +56 | 68.29% | Q3 2026 | Oct 26, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 283 | 8 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 109 | 7 | 0.0% | 0.0% | 236 | +69 | 172.5% | Q3 2026 | Oct 27, 2026 |
| BFC Planning, Inc. | History | No change | 275 | 7 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 189 | 5 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 197 | 5 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Truvestments Capital LLC | History | No change | 128 | 3 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | New | 42 | 2 | 0.0% | — | 243 | +42 | New | Q3 2026 | Oct 26, 2026 |
| GROUP ONE TRADING LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 24 | 1 | 0.0% | — | 249 | +24 | New | Q3 2026 | Oct 30, 2026 |
| ASSETMARK, INC | History | New | 16 | 1 | 0.0% | — | 248 | +16 | New | Q3 2026 | Oct 21, 2026 |
| Covestor Ltd | History | Reduced | 10 | 1 | 0.0% | 0.0% | 245 | -8 | -44.44% | Q3 2026 | Oct 30, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 24 | 1 | 0.0% | — | 244 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Fortitude Family Office, LLC | History | No change | 29 | 1 | 0.0% | — | 246 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 48 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.03% | — | -21,264 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -12,353 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Bell Investment Advisors, Inc | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Ascentis Wealth Management, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Nov 03, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 27, 2026 |
| Hughes Financial Services, LLC | History | Added to | 5 | 0 | — | — | — | +2 | 66.67% | Q3 2026 | Oct 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quarry LP | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |