Celldex Therapeutics, Inc. - CLDX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 9,543,671 | 355,119 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 7,002,530 | 260,564 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kynam Capital Management, LP | History | No change | 5,322,908 | 198,065 | 10.95% | 10.95% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 4,685,223 | 174,338 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 3,900,427 | 145,134 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| FMR LLC | History | No change | 3,722,888 | 138,528 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,464,831 | 128,926 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Deep Track Capital, LP | History | No change | 2,939,151 | 109,365 | 1.59% | 1.59% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Logos Global Management LP | History | No change | 2,100,000 | 78,141 | 3.36% | 3.36% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,022,226 | 75,262 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eversept Partners, LP | History | No change | 1,785,941 | 66,454 | 3.45% | 3.45% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,615,343 | 60,106 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commodore Capital LP | History | No change | 1,350,000 | 50,233 | 2.99% | 2.99% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bellevue Group AG | History | No change | 1,200,000 | 44,652 | 0.94% | 0.94% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAKER BROS. ADVISORS LP | History | No change | 1,182,611 | 44,004 | 0.22% | 0.22% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,170,787 | 43,564 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,042,395 | 38,787 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | No change | 1,037,000 | 38,586 | 0.52% | 0.52% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Novo Holdings A/S | History | No change | 1,025,000 | 38,140 | 2.21% | 2.21% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,148,479 | 37,217 | 0.01% | 0.01% | 20 | +74,494 | 6.94% | Q3 2026 | Nov 04, 2026 |
| Elmind Capital, LP | History | No change | 990,000 | 36,837 | 9.25% | 9.25% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 989,442 | 36,817 | 0.21% | 0.21% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 985,677 | 36,677 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Foresite Capital Management VI LLC | History | No change | 879,713 | 32,734 | 5.09% | 5.09% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 863,536 | 32,132 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 719,647 | 26,778 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Woodline Partners LP | History | No change | 700,830 | 26,077 | 0.08% | 0.08% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Affinity Asset Advisors, LLC | History | No change | 700,000 | 26,047 | 1.18% | 1.18% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rock Springs Capital Management LP | History | No change | 699,146 | 26,015 | 1.27% | 1.27% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 661,235 | 24,604 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 655,954 | 24,408 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 647,836 | 24,105 | 0.29% | 0.29% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 619,542 | 23,053 | 1.05% | 1.05% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 607,195 | 22,593 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ikarian Capital, LLC | History | No change | 592,500 | 22,046 | 2.38% | 2.38% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 572,538 | 21,304 | 0.07% | 0.07% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | No change | 568,460 | 21,152 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 552,973 | 20,576 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 5AM Venture Management, LLC | History | No change | 497,270 | 18,503 | 6.43% | 6.43% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 492,893 | 18,340 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 481,997 | 17,935 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 547,667 | 17,749 | 0.02% | 0.03% | 42 | -369,741 | -40.3% | Q3 2026 | Nov 03, 2026 |
| Candriam S.C.A. | History | Added to | 518,476 | 16,865 | 0.07% | 0.08% | 43 | +37,351 | 7.76% | Q3 2026 | Nov 03, 2026 |
| BRAIDWELL LP | History | No change | 436,646 | 16,247 | 0.6% | 0.6% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redmile Group, LLC | History | No change | 433,921 | 16,146 | 1.08% | 1.08% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palo Alto Investors LP | History | No change | 399,856 | 14,878 | 2.06% | 2.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 444,922 | 14,419 | 0.01% | 0.04% | 47 | -343,774 | -43.59% | Q3 2026 | Oct 15, 2026 |
| PFM Health Sciences, LP | History | No change | 342,751 | 12,753 | 1.09% | 1.09% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 342,328 | 12,738 | 0.23% | 0.23% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 336,291 | 12,513 | 0.15% | 0.15% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TSP Capital Management Group, LLC | History | No change | 371,127 | 12,028 | 3.03% | 3.3% | 51 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 292,580 | 10,886 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tetragon Partners GP Ltd | History | No change | 290,441 | 10,807 | 1.7% | 1.7% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUPERSTRING CAPITAL MANAGEMENT LP | History | No change | 287,583 | 10,700 | 6.76% | 6.76% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GordonMD Global Investments LP | History | No change | 279,720 | 10,408 | 5.04% | 5.04% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummitTX Capital, L.P. | History | No change | 254,959 | 9,487 | 0.24% | 0.24% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | No change | 240,868 | 8,962 | 1.17% | 1.17% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rosalind Advisors, Inc. | History | No change | 200,000 | 7,442 | 2.76% | 2.76% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 196,974 | 7,329 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 195,788 | 7,285 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 224,118 | 7,263 | 0.0% | 0.0% | 61 | -58 | -0.03% | Q3 2026 | Nov 05, 2026 |
| Trexquant Investment LP | History | No change | 184,524 | 6,866 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEMPOINT CAPITAL LP | History | No change | 178,412 | 6,638 | 1.14% | 1.14% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 176,956 | 6,584 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 176,592 | 6,570 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 173,364 | 6,450 | 0.08% | 0.08% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirador Capital Partners LP | History | Added to | 193,267 | 6,263 | 0.73% | 0.82% | 67 | +12,213 | 6.75% | Q3 2026 | Oct 09, 2026 |
| JPMORGAN CHASE & CO | History | No change | 157,241 | 5,998 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caption Management, LLC | History | No change | 145,700 | 5,421 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cinctive Capital Management LP | History | No change | 145,637 | 5,419 | 0.2% | 0.2% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 138,682 | 5,160 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DIADEMA PARTNERS LP | History | No change | 136,900 | 5,094 | 0.64% | 0.64% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 135,000 | 5,023 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 134,958 | 5,021 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONTANOVA CAPITAL, LLC | History | No change | 121,297 | 4,513 | 0.08% | 0.08% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 120,428 | 4,481 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 119,417 | 4,443 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 117,045 | 4,355 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jump Financial, LLC | History | No change | 116,293 | 4,327 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 104,963 | 3,905 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Propel Bio Management, LLC | History | No change | 103,695 | 3,858 | 2.02% | 2.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 103,131 | 3,837 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 100,452 | 3,737 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integral Health Asset Management, LLC | History | No change | 100,000 | 3,721 | 0.15% | 0.15% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 95,069 | 3,537 | 0.58% | 0.58% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Added to | 104,054 | 3,372 | 0.02% | 0.01% | 86 | +24,889 | 31.44% | Q3 2026 | Nov 02, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 89,338 | 3,324 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| HighVista Strategies LLC | History | No change | 86,964 | 3,235 | 0.74% | 0.74% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 86,893 | 3,233 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seven Fleet Capital Management LP | History | No change | 86,664 | 3,224 | 0.53% | 0.53% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDT Partners, LLC | History | No change | 80,899 | 3,010 | 0.16% | 0.16% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 79,326 | 2,951 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 78,176 | 2,908 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 77,723 | 2,892 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 88,640 | 2,811 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 75,135 | 2,795 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Birchview Capital, LP | History | No change | 69,900 | 2,600 | 1.22% | 1.22% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 69,048 | 2,569 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAFNA Capital Management LLC | History | No change | 68,518 | 2,549 | 0.49% | 0.49% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 75,976 | 2,462 | 0.05% | 0.02% | 100 | +43,719 | 135.53% | Q3 2026 | Oct 16, 2026 |
| Man Group plc | History | No change | 63,504 | 2,362 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 59,732 | 2,223 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 59,551 | 2,215 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 57,900 | 2,154 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Rafferty Asset Management, LLC | History | No change | 56,157 | 2,089 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burkehill Global Management, LP | History | No change | 50,000 | 1,860 | 0.07% | 0.07% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 50,000 | 1,860 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 49,731 | 1,850 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA HOLDINGS INC | History | No change | 48,201 | 1,793 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 45,527 | 1,694 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 43,743 | 1,627 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 42,518 | 1,583 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 47,794 | 1,549 | 0.05% | 0.05% | 113 | +681 | 1.45% | Q3 2026 | Oct 13, 2026 |
| Creative Planning | History | Added to | 43,305 | 1,403 | 0.0% | 0.0% | 114 | +7,635 | 21.4% | Q3 2026 | Nov 02, 2026 |
| HRT FINANCIAL LP | History | No change | 37,453 | 1,393 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 35,569 | 1,323 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 33,842 | 1,259 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 33,272 | 1,238 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CITIGROUP INC | History | Reduced | 36,901 | 1,195 | 0.0% | 0.0% | 119 | -367,802 | -90.88% | Q3 2026 | Nov 04, 2026 |
| Diversified Trust Co | History | No change | 31,330 | 1,165 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 31,191 | 1,160 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 35,326 | 1,144 | 0.11% | 0.01% | 122 | +33,871 | 2327.9% | Q3 2026 | Oct 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 30,677 | 1,141 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jupiter Topco LLC | History | No change | 30,042 | 1,118 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 29,453 | 1,095 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 28,834 | 1,072 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 28,437 | 1,058 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 28,417 | 1,057 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 27,780 | 1,033 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 27,200 | 1,012 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 26,313 | 979 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellsworth Advisors, LLC | History | New | 29,572 | 958 | 0.15% | — | 132 | +29,572 | New | Q3 2026 | Oct 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 23,053 | 857 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 22,180 | 825 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 25,116 | 814 | 0.02% | 0.03% | 135 | -3,814 | -13.18% | Q3 2026 | Oct 28, 2026 |
| Apella Capital, LLC | History | No change | 26,658 | 811 | 0.01% | 0.02% | 136 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 21,411 | 796 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Verdad Advisers, LP | History | No change | 20,704 | 770 | 0.74% | 0.74% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ghisallo Capital Management LLC | History | No change | 20,000 | 744 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 22,181 | 718 | 0.0% | 0.0% | 140 | +426 | 1.96% | Q3 2026 | Nov 05, 2026 |
| STRS OHIO | History | Added to | 22,000 | 713 | 0.0% | 0.0% | 141 | +9,200 | 71.88% | Q3 2026 | Oct 30, 2026 |
| Simplify Asset Management Inc. | History | Reduced | 21,629 | 700 | 0.01% | 0.03% | 142 | -31,505 | -59.29% | Q3 2026 | Oct 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 18,800 | 699 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 17,826 | 663 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 17,766 | 661 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 19,344 | 626 | 0.0% | 0.0% | 146 | +779 | 4.2% | Q3 2026 | Nov 03, 2026 |
| Quadrature Capital Ltd | History | No change | 16,846 | 626 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 16,698 | 621 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 16,400 | 614 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DV EQUITIES, LLC | History | No change | 16,500 | 613 | 0.09% | 0.09% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 15,200 | 565 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 15,087 | 561 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 14,957 | 556 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 14,537 | 540 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 11,822 | 439 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 11,726 | 435 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 13,299 | 431 | 0.38% | 0.4% | 157 | +515 | 4.03% | Q3 2026 | Nov 03, 2026 |
| DnB Asset Management AS | History | No change | 11,350 | 422 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 11,267 | 419 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 10,464 | 389 | 0.09% | 0.09% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,395 | 386 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Overbrook Management Corp | History | No change | 11,537 | 373 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | No change | 9,448 | 351 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 9,351 | 347 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Values First Advisors, Inc. | History | New | 10,483 | 339 | 0.16% | — | 165 | +10,483 | New | Q3 2026 | Oct 23, 2026 |
| Mariner, LLC | History | No change | 9,004 | 335 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 10,181 | 329 | 0.0% | — | 167 | +10,181 | New | Q3 2026 | Nov 02, 2026 |
| ProShare Advisors LLC | History | Reduced | 9,812 | 318 | 0.0% | 0.0% | 168 | -425 | -4.15% | Q3 2026 | Oct 28, 2026 |
| Brevan Howard Capital Management LP | History | No change | 8,131 | 302 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnetar Financial LLC | History | No change | 7,954 | 295 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 7,889 | 294 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| E Fund Management Co., Ltd. | History | No change | 7,918 | 294 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALLSTATE CORP | History | No change | 7,848 | 292 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,787 | 290 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 7,812 | 290 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 7,288 | 271 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 7,094 | 263 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 8,104 | 262 | 0.0% | — | 178 | +8,104 | New | Q3 2026 | Nov 04, 2026 |
| XPONANCE LLC | History | Reduced | 7,610 | 246 | 0.0% | 0.0% | 179 | -126 | -1.63% | Q3 2026 | Nov 03, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 6,578 | 244 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 6,500 | 241 | 0.12% | 0.12% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blackstone Inc. | History | No change | 6,438 | 239 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,307 | 234 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Argent Trust Co | History | No change | 6,204 | 230 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 6,196 | 230 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 6,084 | 226 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 5,773 | 214 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 5,579 | 207 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 5,550 | 206 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abel Hall, LLC | History | Added to | 6,237 | 202 | 0.04% | 0.04% | 190 | +399 | 6.83% | Q3 2026 | Oct 19, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,191 | 193 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 5,009 | 186 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DekaBank Deutsche Girozentrale | History | Reduced | 4,806 | 156 | 0.0% | 0.0% | 193 | -20,194 | -80.78% | Q3 2026 | Oct 27, 2026 |
| Quantbot Technologies LP | History | No change | 2,935 | 109 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 2,781 | 102 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,747 | 102 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Added to | 2,943 | 95 | 0.01% | 0.0% | 197 | +2,285 | 347.26% | Q3 2026 | Oct 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,445 | 79 | 0.01% | 0.01% | 198 | +203 | 9.05% | Q3 2026 | Oct 27, 2026 |
| Persistent Asset Partners Ltd | History | No change | 348 | 79 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,415 | 78 | 0.0% | 0.0% | 200 | +170 | 7.57% | Q3 2026 | Oct 20, 2026 |
| KBC Group NV | History | No change | 2,411 | 78 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,376 | 77 | 0.0% | 0.0% | 202 | +1,854 | 355.17% | Q3 2026 | Oct 22, 2026 |
| Nykredit A/S | History | No change | 1,793 | 66 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 1,481 | 55 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,633 | 52 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,330 | 49 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,296 | 48 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 1,300 | 42 | 0.0% | — | 208 | +1,300 | New | Q3 2026 | Oct 28, 2026 |
| Three Bridge Wealth Advisors, LLC | History | New | 1,248 | 40 | 0.01% | — | 209 | +1,248 | New | Q3 2026 | Nov 05, 2026 |
| Pacer Advisors, Inc. | History | No change | 938 | 35 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 862 | 32 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 711 | 26 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bayforest Capital Ltd | History | New | 802 | 25 | 0.04% | — | 213 | +802 | New | Q3 2026 | Nov 03, 2026 |
| US BANCORP \DE\ | History | Added to | 765 | 24 | 0.0% | 0.0% | 214 | +11 | 1.46% | Q3 2026 | Nov 05, 2026 |
| GAMMA Investing LLC | History | Added to | 697 | 22 | 0.0% | 0.0% | 216 | +341 | 95.79% | Q3 2026 | Oct 08, 2026 |
| Versant Capital Management, Inc | History | No change | 689 | 22 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 624 | 20 | 0.0% | 0.0% | 218 | +247 | 65.52% | Q3 2026 | Nov 04, 2026 |
| Arax Advisory Partners | History | No change | 550 | 20 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Optiver Holding B.V. | History | No change | 518 | 19 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 511 | 19 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 469 | 17 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 456 | 16 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 408 | 15 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 365 | 13 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | No change | 423 | 13 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SMA Capital LLC | History | No change | 278 | 10 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 287 | 9 | 0.0% | 0.0% | 228 | +71 | 32.87% | Q3 2026 | Oct 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 262 | 9 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 259 | 8 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 231 | 7 | 0.0% | 0.0% | 230 | +180 | 352.94% | Q3 2026 | Oct 26, 2026 |
| J.Safra Asset Management Corp | History | Added to | 213 | 6 | 0.0% | 0.0% | 232 | +62 | 41.06% | Q3 2026 | Nov 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 171 | 6 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 109 | 4 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 132 | 4 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 123 | 3 | 0.0% | 0.0% | 235 | +72 | 141.18% | Q3 2026 | Oct 27, 2026 |
| Larson Financial Group LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Quarry LP | History | No change | 85 | 3 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 99 | 3 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Root Financial Partners, LLC | History | New | 64 | 2 | 0.0% | — | 241 | +64 | New | Q3 2026 | Oct 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 70 | 2 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 43 | 1 | 0.0% | — | 245 | +43 | New | Q3 2026 | Oct 30, 2026 |
| Livelsberger Financial Advisory | History | New | 33 | 1 | 0.01% | — | 244 | +33 | New | Q3 2026 | Oct 27, 2026 |
| True Wealth Design, LLC | History | Reduced | 34 | 1 | 0.0% | 0.0% | 243 | -6 | -15.0% | Q3 2026 | Oct 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PSP Research LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -13,000 | -100.0% | Q3 2026 | Oct 21, 2026 |
| T3 Companies, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -6,000 | -100.0% | Q3 2026 | Oct 22, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -634 | -100.0% | Q3 2026 | Nov 05, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Rossby Financial, LCC | History | New | 23 | 0 | — | — | — | +23 | New | Q3 2026 | Nov 05, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Oct 27, 2026 |
| Covestor Ltd | History | Reduced | 11 | 0 | — | 0.0% | — | -7 | -38.89% | Q3 2026 | Oct 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 31 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| ASSETMARK, INC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Inspire Investing, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Concord Wealth Partners | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| MTM Investment Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| SBI Securities Co., Ltd. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Fortitude Family Office, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Private Wealth Management Group, LLC | History | No change | 28 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |