Cullinan Therapeutics, Inc. - CGEM

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
MPM BioImpact LLC History No change 9,731,341 177,207 10.81% 10.81% 1 0 0.0% Q2 2026 Aug 14, 2026
Lynx1 Capital Management LP History No change 8,963,500 163,225 18.86% 18.86% 2 0 0.0% Q2 2026 Aug 13, 2026
BVF INC/IL History No change 5,750,683 104,719 2.68% 2.68% 3 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 5,232,766 95,288 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 3,825,950 69,672 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 3,668,627 66,805 0.0% 0.0% 6 0 0.0% Q2 2026 Sep 22, 2026
Kynam Capital Management, LP History No change 3,114,132 56,708 3.13% 3.13% 7 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,614,066 47,602 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
RTW INVESTMENTS, LP History No change 2,364,347 43,054 0.37% 0.37% 9 0 0.0% Q2 2026 Aug 14, 2026
Siren, L.L.C. History No change 1,893,410 34,478 0.7% 0.7% 10 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,547,309 28,182 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 12, 2026
Blue Owl Capital Holdings LP History No change 1,539,764 28,039 4.22% 4.22% 12 0 0.0% Q2 2026 Aug 11, 2026
Venrock Adviser, LLC History No change 1,379,965 25,129 0.76% 0.76% 13 0 0.0% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 1,082,611 19,714 0.26% 0.26% 14 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,001,598 18,239 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,084,765 16,650 0.0% 0.0% 16 +38,071 3.64% Q3 2026 Nov 04, 2026
Affinity Asset Advisors, LLC History No change 875,760 15,947 0.72% 0.72% 17 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 738,741 13,452 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
BOONE CAPITAL MANAGEMENT LLC History No change 704,442 12,827 3.0% 3.0% 19 0 0.0% Q2 2026 Aug 14, 2026
Elmind Capital, LP History No change 690,000 12,564 3.16% 3.16% 20 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 629,035 11,454 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 595,489 10,843 1.1% 1.1% 22 0 0.0% Q2 2026 Jul 28, 2026
AQR CAPITAL MANAGEMENT LLC History No change 581,338 10,586 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 571,080 10,399 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 513,184 9,345 0.0% 0.0% 25 0 0.0% Q2 2026 Sep 02, 2026
BANK OF AMERICA CORP /DE/ History No change 510,325 9,293 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 471,947 8,594 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 464,034 8,450 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
PERCEPTIVE ADVISORS LLC History No change 426,478 7,766 0.12% 0.12% 29 0 0.0% Q2 2026 Aug 14, 2026
TCG Crossover Management, LLC History No change 406,786 7,407 0.18% 0.18% 30 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 382,840 6,971 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 07, 2026
MILLENNIUM MANAGEMENT LLC History No change 366,232 6,669 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 363,136 6,612 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 326,811 5,951 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 13, 2026
GREAT POINT PARTNERS LLC History No change 300,000 5,463 1.03% 1.03% 35 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 292,500 5,326 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 282,631 5,206 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History No change 272,581 4,963 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
Bleichroeder LP History No change 250,000 4,552 0.81% 0.81% 39 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 248,627 4,527 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 240,115 4,372 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 238,000 4,333 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 14, 2026
Susquehanna Portfolio Strategies, LLC History No change 233,842 4,258 0.07% 0.07% 43 0 0.0% Q2 2026 Aug 14, 2026
PFM Health Sciences, LP History No change 192,442 3,504 0.3% 0.3% 44 0 0.0% Q2 2026 Aug 14, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 189,946 3,458 0.05% 0.05% 45 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 171,031 3,114 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 06, 2026
Squarepoint Ops LLC History No change 168,117 3,061 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 167,555 3,051 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 164,716 2,999 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 156,317 2,846 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 12, 2026
Engineers Gate Manager LP History No change 153,050 2,787 0.04% 0.04% 51 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 152,163 2,770 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 148,690 2,707 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 143,945 2,621 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 143,552 2,614 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 138,708 2,525 0.02% 0.02% 56 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 109,876 2,000 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 84,178 1,532 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 96,738 1,484 0.0% 0.0% 59 +10,280 11.89% Q3 2026 Nov 02, 2026
TD ASSET MANAGEMENT INC History No change 80,628 1,468 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 04, 2026
APIS CAPITAL ADVISORS, LLC History No change 80,000 1,456 0.14% 0.14% 61 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 78,930 1,437 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 11, 2026
XTX Topco Ltd History No change 76,965 1,401 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 76,711 1,396 0.0% 0.0% 64 0 0.0% Q2 2026 Sep 09, 2026
Swiss National Bank History No change 76,000 1,383 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 11, 2026
Point72 Asset Management, L.P. History No change 75,009 1,365 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 74,273 1,352 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
Knott David M Jr History No change 69,182 1,259 0.67% 0.67% 68 0 0.0% Q2 2026 Aug 12, 2026
Rafferty Asset Management, LLC History No change 66,092 1,203 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 66,051 1,202 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
Longaeva Partners L.P. History No change 64,785 1,179 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 64,600 1,176 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
Ellsworth Advisors, LLC History New 74,856 1,149 0.19% — 73 +74,856 New Q3 2026 Oct 15, 2026
Tidal Investments LLC History No change 62,826 1,144 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 61,938 1,127 0.03% 0.03% 75 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 75,250 1,069 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
TEMA ETFS LLC History Added to 67,125 1,030 0.04% 0.04% 77 +4,299 6.84% Q3 2026 Oct 16, 2026
Corient Private Wealth LP History No change 54,877 999 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 27, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 53,010 965 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 51,256 933 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
Soleus Capital Management, L.P. History No change 50,000 910 0.03% 0.03% 81 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 42,345 771 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 40,253 733 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 24, 2026
ALGERT GLOBAL LLC History No change 36,851 671 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 36,777 669 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 35,998 655 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 04, 2026
MetLife Investment Management, LLC History No change 35,746 650 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 35,535 648 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 33,720 614 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 32,137 585 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 31,713 577 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 03, 2026
Verdad Advisers, LP History No change 28,987 527 0.5% 0.5% 92 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 28,584 520 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 06, 2026
ExodusPoint Capital Management, LP History No change 28,537 519 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
OPTIMIZE FINANCIAL INC. History No change 28,061 510 0.18% 0.18% 95 0 0.0% Q2 2026 Aug 27, 2026
Sound Capital Solutions LLC History No change 28,061 510 0.12% 0.12% 96 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 27,477 500 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History No change 24,396 444 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 06, 2026
CITIGROUP INC History Reduced 28,341 435 0.0% 0.0% 99 -96,068 -77.22% Q3 2026 Nov 04, 2026
Virtus Investment Advisers, LLC History No change 23,883 434 0.1% 0.1% 100 0 0.0% Q2 2026 Aug 11, 2026
TUDOR INVESTMENT CORP ET AL History No change 22,518 410 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 21,922 399 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 19, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 21,218 386 0.0% 0.0% 103 0 0.0% Q2 2026 Jul 29, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 20,348 370 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 11, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 20,279 366 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 20,050 365 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
Birchview Capital, LP History No change 20,000 364 0.17% 0.17% 107 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 19,936 363 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 19,058 347 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 07, 2026
Jupiter Topco LLC History No change 18,528 337 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
AlphaCentric Advisors LLC History Added to 21,278 326 0.29% 0.31% 111 +852 4.17% Q3 2026 Nov 03, 2026
Police & Firemen's Retirement System of New Jersey History No change 17,841 324 0.0% 0.0% 112 0 0.0% Q2 2026 Jul 23, 2026
SIMPLEX TRADING, LLC History Added to 21,056 323 0.0% 0.0% 113 +3,612 20.71% Q3 2026 Nov 04, 2026
PROFUND ADVISORS LLC History Reduced 19,227 295 0.01% 0.02% 114 -14,176 -42.44% Q3 2026 Oct 28, 2026
TWO SIGMA SECURITIES, LLC History No change 15,220 277 0.02% 0.02% 115 0 0.0% Q2 2026 Aug 14, 2026
AXQ CAPITAL, LP History No change 14,935 271 0.03% 0.03% 116 0 0.0% Q2 2026 Aug 06, 2026
SEI INVESTMENTS CO History No change 13,446 244 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
Leonteq Securities AG History Reduced 15,000 230 0.01% 0.02% 118 -15,000 -50.0% Q3 2026 Oct 29, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 12,418 226 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 10, 2026
Pale Fire Capital SE History No change 12,418 226 0.02% 0.02% 120 0 0.0% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History No change 12,232 222 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 04, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 11,815 215 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 12, 2026
GREAT LAKES ADVISORS, LLC History No change 11,806 214 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 10, 2026
EntryPoint Capital, LLC History No change 11,556 210 0.05% 0.05% 124 0 0.0% Q2 2026 Aug 13, 2026
Campbell & CO Investment Adviser LLC History No change 11,090 201 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 03, 2026
GROUP ONE TRADING LLC History No change 10,763 195 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
China Universal Asset Management Co., Ltd. History Added to 11,742 178 0.01% 0.01% 128 +1,961 20.05% Q3 2026 Oct 27, 2026
Inscription Capital, LLC History No change 11,661 178 0.02% 0.02% 127 0 0.0% Q3 2026 Nov 02, 2026
Quarry LP History No change 9,672 176 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 9,488 172 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History Added to 10,835 166 0.0% 0.0% 131 +397 3.8% Q3 2026 Nov 03, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 10,210 157 0.0% 0.0% 132 -958 -8.58% Q3 2026 Oct 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 7,641 139 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History No change 7,272 132 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 6,800 123 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 5,820 106 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 5,490 99 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
STRS OHIO History Added to 5,700 87 0.0% 0.0% 138 +4,700 470.0% Q3 2026 Oct 30, 2026
Tower Research Capital LLC (TRC) History No change 3,191 58 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 11, 2026
Quantbot Technologies LP History No change 2,911 53 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 2,893 52 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 11, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 3,289 50 0.0% 0.0% 142 +540 19.64% Q3 2026 Oct 28, 2026
SIGNATUREFD, LLC History No change 3,207 49 0.0% 0.0% 143 0 0.0% Q3 2026 Oct 23, 2026
Arax Advisory Partners History No change 2,625 47 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History Added to 2,666 40 0.0% 0.0% 145 +738 38.28% Q3 2026 Oct 08, 2026
Parallel Advisors, LLC History No change 1,873 28 0.0% 0.0% 146 0 0.0% Q3 2026 Nov 03, 2026
Capital Advisors, Ltd. LLC History No change 1,600 25 0.0% 0.0% 147 0 0.0% Q3 2026 Oct 27, 2026
OSAIC HOLDINGS, INC. History No change 1,390 25 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 1,360 20 0.0% 0.0% 150 +108 8.63% Q3 2026 Oct 26, 2026
Pacer Advisors, Inc. History No change 1,104 20 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 1,229 18 0.0% 0.0% 151 -213 -14.77% Q3 2026 Oct 20, 2026
Sterling Capital Management LLC History Reduced 1,178 18 0.0% 0.0% 152 -41 -3.36% Q3 2026 Oct 22, 2026
Nykredit A/S History No change 948 17 0.0% 0.0% 153 0 0.0% Q2 2026 Sep 08, 2026
Caitong International Asset Management Co., Ltd History Added to 1,064 16 0.0% 0.0% 154 +749 237.78% Q3 2026 Oct 29, 2026
Farther Finance Advisors, LLC History Added to 942 14 0.0% 0.0% 155 +93 10.95% Q3 2026 Oct 08, 2026
UMB Bank, n.a. History No change 685 12 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
Bangor Savings Bank History No change 842 12 0.0% 0.0% 157 0 0.0% Q3 2026 Oct 06, 2026
BNP Paribas Asset Management Holding S.A. History No change 683 12 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History No change 793 12 0.0% 0.0% 159 0 0.0% Q3 2026 Nov 04, 2026
IFP Advisors, Inc History No change 728 11 0.0% 0.0% 160 0 0.0% Q3 2026 Oct 16, 2026
Rockefeller Capital Management L.P. History No change 649 11 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 517 9 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History Added to 550 8 0.0% 0.0% 163 +429 354.55% Q3 2026 Oct 26, 2026
FEDERATED HERMES, INC. History No change 388 7 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 12, 2026
Essential Partners LLC History No change 510 7 0.0% 0.0% 165 0 0.0% Q3 2026 Oct 14, 2026
Larson Financial Group LLC History No change 279 5 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 253 4 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 06, 2026
Federation des caisses Desjardins du Quebec History No change 250 4 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History No change 200 3 0.0% 0.0% 169 0 0.0% Q3 2026 Nov 03, 2026
Optiver Holding B.V. History No change 140 2 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 12, 2026
Fortitude Family Office, LLC History No change 192 2 0.0% 0.0% 171 0 0.0% Q3 2026 Oct 14, 2026
Parkside Financial Bank & Trust History New 80 1 0.0% — 174 +80 New Q3 2026 Oct 27, 2026
True Wealth Design, LLC History No change 71 1 0.0% 0.0% 172 0 0.0% Q3 2026 Oct 13, 2026
Silver Grove Financial Group, Inc. History No change 71 1 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.03% — -80,648 -100.0% Q3 2026 Oct 16, 2026
Assenagon Asset Management S.A. History Closed out 0 0 — 0.0% — -61,682 -100.0% Q3 2026 Oct 15, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -79 -100.0% Q3 2026 Oct 07, 2026
Root Financial Partners, LLC History New 20 0 — — — +20 New Q3 2026 Oct 21, 2026
Covestor Ltd History Reduced 14 0 — 0.0% — -19 -57.58% Q3 2026 Oct 30, 2026
SBI Securities Co., Ltd. History Added to 18 0 — — — +17 1700.0% Q3 2026 Oct 21, 2026
Provenance Wealth Advisors, LLC History New 13 0 — — — +13 New Q3 2026 Oct 30, 2026
FIFTH THIRD BANCORP History No change 3 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 15 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
NATIONAL BANK OF CANADA /FI/ History No change 23 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
MassMutual Private Wealth & Trust, FSB History No change 27 0 — — — 0 0.0% Q3 2026 Oct 05, 2026
Smartleaf Asset Management LLC History No change 26 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Basecamp Wealth Advisors LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 14, 2026