Coherus Oncology, Inc. - CHRS
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 | 12,003,316 | 16,804 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust | History | Reduced | 13,050,623 | 15,791 | 2.98% | 3.59% | 2 | -200,000 | -1.51% | Q3 2026 | Oct 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 5,949,490 | 8,329 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 3,685,567 | 5,161 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Samsara BioCapital, LLC | History | No change | 3,428,571 | 4,799 | 0.39% | 0.39% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kohlberg Kravis Roberts & Co. L.P. | History | No change | 3,036,076 | 4,184 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 2,382,305 | 3,335 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 2,259,412 | 3,163 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CM Management, LLC | History | No change | 2,100,000 | 2,940 | 1.87% | 1.87% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 1,733,234 | 2,426 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management LP | History | No change | 1,693,000 | 2,370 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C WorldWide Group Holding A/S | History | No change | 1,928,464 | 2,333 | 0.06% | 0.07% | 12 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,330,201 | 1,862 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,228,069 | 1,719 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 1,137,325 | 1,592 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,129,470 | 1,581 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,015,991 | 1,422 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 899,999 | 1,260 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 883,454 | 1,236 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 760,358 | 1,064 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 602,075 | 842 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 563,056 | 788 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 391,000 | 547 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 379,355 | 531 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | No change | 353,922 | 495 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 319,687 | 447 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 302,528 | 423 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 221,900 | 375 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 252,000 | 352 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Nuveen, LLC | History | No change | 250,749 | 351 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 230,748 | 323 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 201,143 | 281 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tyche Wealth Partners LLC | History | No change | 201,202 | 281 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 175,011 | 245 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| IEQ CAPITAL, LLC | History | No change | 162,353 | 227 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 159,990 | 223 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 149,227 | 207 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 146,327 | 204 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 142,361 | 199 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 140,870 | 197 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CITIGROUP INC | History | Added to | 154,112 | 186 | 0.0% | 0.0% | 41 | +89,770 | 139.52% | Q3 2026 | Nov 04, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 127,621 | 178 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | No change | 123,497 | 172 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 114,861 | 160 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 112,903 | 158 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 108,750 | 153 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shay Capital LLC | History | No change | 105,326 | 147 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 100,000 | 140 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HSBC HOLDINGS PLC | History | No change | 91,895 | 130 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 78,613 | 110 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 76,629 | 107 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 74,607 | 104 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Headlands Technologies LLC | History | No change | 69,191 | 96 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 66,066 | 95 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 66,152 | 92 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PVG ASSET MANAGEMENT CORP | History | Reduced | 74,160 | 89 | 0.06% | 0.11% | 56 | -59,075 | -44.34% | Q3 2026 | Oct 19, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 71,408 | 86 | 0.0% | 0.0% | 57 | +2,408 | 3.49% | Q3 2026 | Oct 16, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 60,186 | 84 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Reduced | 68,200 | 82 | 0.0% | 0.0% | 59 | -327,400 | -82.76% | Q3 2026 | Oct 30, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 57,809 | 80 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 52,167 | 73 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 50,613 | 70 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Canton Hathaway, LLC | History | No change | 58,230 | 70 | 0.01% | 0.02% | 63 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| LPL Financial LLC | History | No change | 48,167 | 67 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 38,620 | 54 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| JANE STREET GROUP, LLC | History | No change | 38,663 | 54 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 45,501 | 52 | 0.0% | 0.0% | 67 | +2,543 | 5.92% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 42,186 | 51 | 0.0% | 0.0% | 68 | -10,190 | -19.46% | Q3 2026 | Nov 02, 2026 |
| Carr Financial Group Corp | History | No change | 35,195 | 49 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 33,150 | 46 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SG Americas Securities, LLC | History | No change | 32,027 | 45 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 31,607 | 44 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 31,927 | 44 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 28,230 | 39 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 27,652 | 38 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Leonteq Securities AG | History | New | 30,746 | 37 | 0.0% | — | 78 | +30,746 | New | Q3 2026 | Oct 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 26,580 | 37 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 26,433 | 37 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 24,377 | 34 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 28,190 | 33 | 0.0% | 0.0% | 80 | +3,641 | 14.83% | Q3 2026 | Oct 27, 2026 |
| GROUP ONE TRADING LLC | History | No change | 22,146 | 31 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 20,835 | 29 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 20,749 | 29 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 20,593 | 28 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 20,585 | 28 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 19,803 | 27 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Atria Investments, Inc | History | Reduced | 21,827 | 26 | 0.0% | 0.0% | 88 | -4,599 | -17.4% | Q3 2026 | Oct 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 18,814 | 26 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 20,700 | 25 | 0.0% | 0.0% | 89 | -1,472 | -6.64% | Q3 2026 | Oct 28, 2026 |
| Spark Investment Management LLC | History | No change | 17,800 | 24 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 16,131 | 22 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 14,317 | 21 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bronte Capital Management Pty Ltd. | History | No change | 15,262 | 21 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 15,287 | 21 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 15,000 | 21 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 16,900 | 20 | 0.0% | 0.0% | 97 | -51,620 | -75.34% | Q3 2026 | Nov 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 19,322 | 20 | 0.0% | 0.0% | 98 | -42,933 | -68.96% | Q3 2026 | Oct 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 14,388 | 20 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Arax Advisory Partners | History | No change | 14,024 | 19 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 15,055 | 18 | 0.0% | 0.0% | 100 | -20,342 | -57.47% | Q3 2026 | Nov 04, 2026 |
| StoneX Group Inc. | History | New | 13,454 | 18 | 0.0% | — | 103 | +13,454 | New | Q3 2026 | Nov 03, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 13,426 | 18 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 13,495 | 18 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Group, Ltd. | History | New | 14,195 | 17 | 0.01% | — | 108 | +14,195 | New | Q3 2026 | Oct 30, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | Added to | 14,545 | 17 | 0.02% | 0.01% | 106 | +2,149 | 17.34% | Q3 2026 | Oct 20, 2026 |
| Legal & General Group Plc | History | No change | 12,714 | 17 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Providence Wealth Advisors, LLC | History | No change | 15,000 | 17 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 12,396 | 17 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EFG International AG | History | No change | 11,500 | 16 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | New | 13,066 | 15 | 0.0% | — | 113 | +13,066 | New | Q3 2026 | Oct 16, 2026 |
| Merit Financial Group, LLC | History | No change | 10,935 | 15 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pallas Capital Advisors LLC | History | No change | 11,014 | 15 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRB Wealth Management, LLC | History | No change | 11,326 | 15 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XPONANCE LLC | History | Reduced | 12,218 | 14 | 0.0% | 0.0% | 116 | -216 | -1.74% | Q3 2026 | Nov 03, 2026 |
| COMMERCE BANK | History | No change | 10,000 | 14 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 10,043 | 14 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 10,081 | 14 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 10,366 | 14 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,819 | 13 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 11,521 | 13 | 0.0% | 0.01% | 120 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 7,350 | 10 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 7,895 | 9 | 0.0% | 0.0% | 123 | +996 | 14.44% | Q3 2026 | Oct 28, 2026 |
| FMR LLC | History | No change | 7,115 | 9 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M Holdings Securities, Inc. | History | New | 10,000 | 7 | 0.0% | — | 125 | +10,000 | New | Q3 2026 | Nov 03, 2026 |
| BFC Planning, Inc. | History | No change | 5,000 | 7 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| FEDERATED HERMES, INC. | History | No change | 4,873 | 6 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 4,771 | 5 | 0.0% | 0.0% | 127 | -1,353 | -22.09% | Q3 2026 | Oct 21, 2026 |
| GAMMA Investing LLC | History | Added to | 4,063 | 4 | 0.0% | 0.0% | 128 | +3,178 | 359.1% | Q3 2026 | Oct 08, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 3,408 | 4 | 0.0% | 0.0% | 129 | +244 | 7.71% | Q3 2026 | Oct 26, 2026 |
| Sterling Capital Management LLC | History | Added to | 3,018 | 3 | 0.0% | 0.0% | 130 | +1,153 | 61.82% | Q3 2026 | Oct 22, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,924 | 3 | 0.0% | 0.0% | 132 | +489 | 20.08% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | No change | 2,190 | 3 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,451 | 2 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Rydar Equities, Inc. | History | New | 1,000 | 1 | 0.0% | — | 137 | +1,000 | New | Q3 2026 | Oct 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 836 | 1 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,038 | 1 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,000 | 1 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -13,729 | -100.0% | Q3 2026 | Nov 02, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,803 | -100.0% | Q3 2026 | Nov 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 667 | 0 | — | 0.0% | — | -2,788 | -80.69% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 462 | 0 | — | 0.0% | — | -2,058 | -81.67% | Q3 2026 | Oct 08, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -803 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -660 | -100.0% | Q3 2026 | Nov 03, 2026 |
| True Wealth Design, LLC | History | Reduced | 15 | 0 | — | — | — | -571 | -97.44% | Q3 2026 | Oct 13, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | — | — | -502 | -100.0% | Q3 2026 | Oct 26, 2026 |
| IFP Advisors, Inc | History | Reduced | 41 | 0 | — | — | — | -483 | -92.18% | Q3 2026 | Oct 16, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Abound Wealth Management | History | New | 26 | 0 | — | — | — | +26 | New | Q3 2026 | Oct 26, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 17 | 0 | — | — | — | +6 | 54.55% | Q3 2026 | Oct 29, 2026 |
| Blue Trust, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 204 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 574 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 324 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 684 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |