Crinetics Pharmaceuticals, Inc. - CRNX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 21 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 14,293,775 | 665,375 | 0.03% | 0.03% | 1 | +106,277 | 0.75% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 9,135,504 | 425,257 | 0.01% | 0.01% | 2 | -34,625 | -0.38% | Q4 2025 | Jan 29, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 8,037,889 | 374,163 | 0.07% | 0.06% | 3 | -344,102 | -4.11% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 7,988,548 | 371,866 | 0.01% | 0.01% | 4 | +401,951 | 5.3% | Q4 2025 | Feb 12, 2026 |
| FARALLON CAPITAL MANAGEMENT LLC | History | Added to | 6,933,098 | 322,735 | 1.52% | 0.98% | 5 | +1,163,000 | 20.16% | Q4 2025 | Feb 17, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Reduced | 6,387,740 | 297,349 | 2.02% | 1.93% | 6 | -93,873 | -1.45% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 5,224,387 | 243,196 | 0.03% | 0.02% | 7 | -81,861 | -1.54% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 4,440,691 | 206,603 | 0.09% | 0.07% | 8 | +581,900 | 15.08% | Q4 2025 | Feb 17, 2026 |
| EcoR1 Capital, LLC | History | No change | 4,288,120 | 199,611 | 9.06% | 8.57% | 9 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 2,337,034 | 108,788 | 0.12% | 0.14% | 10 | +333,701 | 16.66% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,242,631 | 104,411 | 0.01% | 0.01% | 11 | -36,199 | -1.59% | Q4 2025 | Feb 09, 2026 |
| Paradigm Biocapital Advisors LP | History | Reduced | 2,210,774 | 102,911 | 2.63% | 3.02% | 12 | -340,000 | -13.33% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 2,161,378 | 100,612 | 0.0% | 0.0% | 13 | -46,329 | -2.1% | Q4 2025 | Feb 13, 2026 |
| BAKER BROS. ADVISORS LP | History | Added to | 1,648,869 | 76,754 | 0.45% | 0.08% | 14 | +1,368,869 | 488.88% | Q4 2025 | Feb 17, 2026 |
| Novo Holdings A/S | History | No change | 1,625,000 | 75,643 | 5.87% | 4.36% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 1,560,300 | 72,631 | 0.07% | 0.06% | 16 | +95,038 | 6.49% | Q4 2025 | Jan 29, 2026 |
| Siren, L.L.C. | History | Reduced | 1,507,636 | 70,180 | 2.09% | 2.75% | 17 | -180,975 | -10.72% | Q4 2025 | Feb 13, 2026 |
| GW&K Investment Management, LLC | History | Added to | 1,476,325 | 68,723 | 0.59% | 0.31% | 18 | +625,779 | 73.57% | Q4 2025 | Feb 11, 2026 |
| RTW INVESTMENTS, LP | History | New | 1,351,326 | 62,904 | 0.63% | — | 19 | +1,351,326 | New | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,327,382 | 61,789 | 0.07% | 0.09% | 20 | +493,351 | 59.15% | Q4 2025 | Feb 13, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 1,281,601 | 59,658 | 0.04% | 0.05% | 21 | -763,133 | -37.32% | Q4 2025 | Jan 30, 2026 |
| First Light Asset Management, LLC | History | Added to | 1,194,263 | 55,592 | 4.25% | 3.7% | 22 | +252,747 | 26.84% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,154,710 | 53,751 | 0.0% | 0.0% | 23 | -104,012 | -8.26% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,068,878 | 49,756 | 0.03% | 0.02% | 24 | -64,657 | -5.7% | Q4 2025 | Feb 13, 2026 |
| ORBIMED ADVISORS LLC | History | Reduced | 999,000 | 46,503 | 0.95% | 1.17% | 25 | -200,000 | -16.68% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 908,192 | 42,276 | 0.01% | 0.0% | 26 | +500,470 | 122.75% | Q4 2025 | Jan 29, 2026 |
| Hood River Capital Management LLC | History | Added to | 897,403 | 41,774 | 0.46% | 0.43% | 27 | +14,399 | 1.63% | Q4 2025 | Feb 17, 2026 |
| Candriam S.C.A. | History | Added to | 830,961 | 38,682 | 0.19% | 0.16% | 28 | +85,867 | 11.52% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 801,314 | 37,301 | 0.0% | 0.0% | 29 | +200,272 | 33.32% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 781,981 | 36,401 | 0.01% | 0.01% | 30 | +3,329 | 0.43% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 769,823 | 35,835 | 0.0% | 0.0% | 31 | -40,065 | -4.95% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 768,826 | 35,788 | 0.0% | 0.0% | 32 | +86,692 | 12.71% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 758,659 | 35,315 | 0.01% | 0.01% | 33 | +302 | 0.04% | Q4 2025 | Feb 09, 2026 |
| Aberdeen Group plc | History | Added to | 674,533 | 31,399 | 0.05% | 0.02% | 34 | +334,584 | 98.42% | Q4 2025 | Jan 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 601,190 | 27,985 | 0.01% | 0.01% | 35 | -13,626 | -2.22% | Q4 2025 | Feb 17, 2026 |
| Fiera Capital Corp | History | Added to | 578,455 | 26,927 | 0.09% | 0.06% | 36 | +143,030 | 32.85% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 567,127 | 26,399 | 0.0% | 0.0% | 37 | -146,003 | -20.47% | Q4 2025 | Mar 25, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 548,977 | 25,555 | 0.01% | 0.0% | 38 | +171,175 | 45.31% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Reduced | 522,466 | 24,320 | 0.01% | 0.01% | 39 | -22,288 | -4.09% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 522,311 | 24,313 | 0.0% | 0.0% | 40 | -24,094 | -4.41% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 408,312 | 19,006 | 0.03% | 0.03% | 41 | +20,387 | 5.26% | Q4 2025 | Jan 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 405,010 | 18,853 | 0.0% | 0.0% | 42 | +5,376 | 1.35% | Q4 2025 | Feb 10, 2026 |
| Ikarian Capital, LLC | History | Reduced | 368,500 | 17,153 | 1.34% | 1.63% | 43 | -20,102 | -5.17% | Q4 2025 | Feb 18, 2026 |
| ADAR1 Capital Management, LLC | History | Added to | 309,368 | 14,401 | 1.06% | 0.97% | 44 | +61,000 | 24.56% | Q4 2025 | Feb 18, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 302,001 | 14,058 | 0.01% | 0.0% | 45 | +267,307 | 770.47% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 300,335 | 13,980 | 0.01% | 0.0% | 46 | +84,091 | 38.89% | Q4 2025 | Feb 17, 2026 |
| Cormorant Asset Management, LP | History | Reduced | 300,000 | 13,965 | 0.65% | 1.15% | 47 | -100,000 | -25.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 284,420 | 13,239 | 0.0% | 0.01% | 48 | -747,087 | -72.43% | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 275,616 | 12,829 | 0.02% | 0.02% | 49 | -19,392 | -6.57% | Q4 2025 | Feb 12, 2026 |
| Impax Asset Management Group plc | History | New | 275,000 | 12,801 | 0.08% | — | 50 | +275,000 | New | Q4 2025 | Jan 29, 2026 |
| Prosight Management, LP | History | Reduced | 262,904 | 12,238 | 2.53% | 3.19% | 51 | -65,780 | -20.01% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 235,018 | 10,940 | 0.0% | 0.0% | 52 | +2,653 | 1.14% | Q4 2025 | Feb 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 233,197 | 10,855 | 0.01% | 0.0% | 53 | +219,152 | 1560.36% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 225,842 | 10,512 | 0.0% | 0.0% | 54 | +8,152 | 3.74% | Q4 2025 | Feb 13, 2026 |
| GordonMD Global Investments LP | History | New | 224,135 | 10,433 | 7.48% | — | 55 | +224,135 | New | Q4 2025 | Feb 17, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Added to | 213,891 | 9,956 | 0.04% | 0.03% | 56 | +35,307 | 19.77% | Q4 2025 | Feb 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 187,433 | 8,882 | 0.01% | — | 57 | +187,433 | New | Q4 2025 | Feb 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 190,478 | 8,866 | 0.01% | 0.01% | 58 | -13,070 | -6.42% | Q4 2025 | Feb 10, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 189,477 | 8,820 | 0.12% | 0.1% | 59 | +8,628 | 4.77% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 185,677 | 8,643 | 0.0% | 0.0% | 60 | +2,441 | 1.33% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 182,188 | 8,480 | 0.01% | 0.0% | 61 | +115,040 | 171.32% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 176,500 | 8,216 | 0.0% | 0.0% | 62 | +4,000 | 2.32% | Q4 2025 | Feb 12, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Reduced | 171,830 | 7,998 | 0.44% | 0.4% | 63 | -2,247 | -1.29% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 158,089 | 7,359 | 0.0% | 0.0% | 64 | +68,696 | 76.85% | Q4 2025 | Feb 19, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 148,489 | 7,002 | 0.01% | — | 65 | +148,489 | New | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 146,123 | 6,802 | 0.01% | 0.01% | 66 | -2,154 | -1.45% | Q4 2025 | Feb 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 144,239 | 6,714 | 0.05% | — | 67 | +144,239 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 139,461 | 6,491 | 0.0% | 0.0% | 68 | +40,759 | 41.3% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 138,685 | 6,455 | 0.0% | 0.01% | 69 | -94,701 | -40.58% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 130,363 | 6,068 | 0.0% | 0.0% | 70 | +77,698 | 147.53% | Q4 2025 | Feb 10, 2026 |
| Sio Capital Management, LLC | History | Reduced | 124,841 | 5,811 | 0.91% | 1.84% | 71 | -50,000 | -28.6% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 119,905 | 5,581 | 0.01% | 0.01% | 72 | -29,077 | -19.52% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 115,752 | 5,388 | 0.0% | 0.0% | 73 | -15,770 | -11.99% | Q4 2025 | Feb 13, 2026 |
| SECTOR GAMMA AS | History | New | 115,000 | 5,353 | 1.22% | — | 74 | +115,000 | New | Q4 2025 | Feb 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 114,700 | 5,339 | 0.08% | 0.08% | 75 | -9,718 | -7.81% | Q4 2025 | Feb 17, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 110,415 | 5,139 | 0.96% | 0.91% | 76 | -5,128 | -4.44% | Q4 2025 | Jan 30, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 100,567 | 4,681 | 0.01% | 0.0% | 77 | +88,023 | 701.71% | Q4 2025 | Feb 10, 2026 |
| AWM Investment Company, Inc. | History | No change | 100,000 | 4,655 | 0.45% | 0.39% | 78 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 93,020 | 4,330 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Decheng Capital LLC | History | Reduced | 92,700 | 4,315 | 0.58% | 1.04% | 80 | -50,300 | -35.17% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 87,802 | 4,087 | 0.0% | 0.0% | 81 | -6,007 | -6.4% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 85,568 | 3,983 | 0.0% | 0.0% | 82 | +1,389 | 1.65% | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | Added to | 77,765 | 3,619 | 0.02% | 0.01% | 83 | +30,350 | 64.01% | Q4 2025 | Feb 12, 2026 |
| Caption Management, LLC | History | Reduced | 75,100 | 3,495 | 0.02% | 0.06% | 84 | -113,100 | -60.1% | Q4 2025 | Feb 17, 2026 |
| Affinity Asset Advisors, LLC | History | No change | 75,000 | 3,491 | 0.2% | 0.27% | 85 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 72,045 | 3,353 | 0.0% | 0.0% | 86 | +11,705 | 19.4% | Q4 2025 | Feb 13, 2026 |
| CASTLEARK MANAGEMENT LLC | History | New | 62,790 | 2,922 | 0.09% | — | 87 | +62,790 | New | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 62,560 | 2,912 | 0.0% | — | 88 | +62,560 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 55,561 | 2,586 | 0.01% | 0.01% | 89 | -1,464 | -2.57% | Q4 2025 | Feb 17, 2026 |
| Phocas Financial Corp. | History | Reduced | 53,877 | 2,507 | 0.33% | 0.29% | 90 | -138 | -0.26% | Q4 2025 | Jan 26, 2026 |
| Walleye Trading LLC | History | New | 50,600 | 2,355 | 0.0% | — | 91 | +50,600 | New | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 49,818 | 2,319 | 0.01% | 0.01% | 92 | -3,596 | -6.73% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 49,699 | 2,313 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 47,295 | 2,202 | 0.0% | — | 94 | +47,295 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 47,321 | 2,202 | 0.0% | 0.0% | 95 | +6,749 | 16.63% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 46,552 | 2,166 | 0.03% | — | 96 | +46,552 | New | Q4 2025 | Feb 06, 2026 |
| Lisanti Capital Growth, LLC | History | Added to | 43,040 | 2,003 | 0.47% | 0.23% | 97 | +20,150 | 88.03% | Q4 2025 | Feb 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 42,002 | 1,955 | 0.0% | 0.0% | 98 | -7 | -0.02% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 33,354 | 1,552 | 0.0% | — | 99 | +33,354 | New | Q4 2025 | Feb 18, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 33,150 | 1,543 | 0.0% | 0.0% | 100 | +26,219 | 378.29% | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 30,537 | 1,421 | 0.01% | 0.01% | 101 | -41,812 | -57.79% | Q4 2025 | Jan 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 30,495 | 1,419 | 0.01% | 0.01% | 102 | +13,633 | 80.85% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 30,243 | 1,407 | 0.01% | 0.01% | 103 | +8,018 | 36.08% | Q4 2025 | Feb 10, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 29,500 | 1,373 | 0.0% | 0.0% | 104 | -2,600 | -8.1% | Q4 2025 | Feb 06, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 29,085 | 1,354 | 0.0% | 0.0% | 105 | -31,499 | -51.99% | Q4 2025 | Feb 19, 2026 |
| WINTON GROUP Ltd | History | Reduced | 28,384 | 1,321 | 0.05% | 0.11% | 106 | -39,816 | -58.38% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 27,533 | 1,281 | 0.0% | 0.0% | 107 | +3,566 | 14.88% | Q4 2025 | Feb 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 27,377 | 1,274 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 26,105 | 1,215 | 0.49% | 0.51% | 109 | -3,570 | -12.03% | Q4 2025 | Jan 15, 2026 |
| Pathstone Holdings, LLC | History | New | 25,062 | 1,166 | 0.0% | — | 110 | +25,062 | New | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 25,014 | 1,164 | 0.01% | 0.01% | 111 | -1,286 | -4.89% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 24,820 | 1,155 | 0.01% | 0.01% | 112 | -210 | -0.84% | Q4 2025 | Feb 13, 2026 |
| Progeny 3, Inc. | History | New | 24,000 | 1,117 | 0.06% | — | 113 | +24,000 | New | Q4 2025 | Feb 17, 2026 |
| Headlands Technologies LLC | History | Added to | 23,217 | 1,080 | 0.09% | 0.07% | 114 | +3,002 | 14.85% | Q4 2025 | Feb 13, 2026 |
| Parkman Healthcare Partners LLC | History | Reduced | 22,852 | 1,063 | 0.1% | 0.32% | 115 | -50,873 | -69.0% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 21,789 | 1,014 | 0.0% | 0.0% | 116 | -10,482 | -32.48% | Q4 2025 | Jan 09, 2026 |
| HighMark Wealth Management LLC | History | Added to | 21,495 | 1,000 | 0.41% | 0.37% | 117 | +1,500 | 7.5% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 21,200 | 986 | 0.0% | 0.0% | 118 | -533 | -2.45% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 20,721 | 964 | 0.0% | 0.0% | 119 | +1,917 | 10.19% | Q4 2025 | Feb 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 20,116 | 936 | 0.0% | 0.0% | 120 | +1,477 | 7.92% | Q4 2025 | Jan 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 20,035 | 933 | 0.0% | 0.0% | 121 | -31,711 | -61.28% | Q4 2025 | Feb 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 19,100 | 889 | 0.0% | 0.0% | 122 | +300 | 1.6% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | New | 18,974 | 883 | 0.0% | — | 123 | +18,974 | New | Q4 2025 | Feb 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 18,406 | 856 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Reduced | 17,965 | 836 | 0.0% | 0.0% | 125 | -872 | -4.63% | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 17,786 | 827 | 0.01% | 0.0% | 126 | +12,489 | 235.77% | Q4 2025 | Feb 02, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 17,671 | 822 | 0.0% | 0.0% | 127 | -2,729 | -13.38% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,600 | 819 | 0.0% | 0.0% | 128 | -146,282 | -89.26% | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 16,944 | 788 | 0.0% | — | 129 | +16,944 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 16,337 | 760 | 0.0% | 0.0% | 130 | -4,459 | -21.44% | Q4 2025 | Feb 13, 2026 |
| DnB Asset Management AS | History | Added to | 16,089 | 748 | 0.0% | 0.0% | 131 | +6,934 | 75.74% | Q4 2025 | Feb 05, 2026 |
| Legato Capital Management LLC | History | Added to | 16,035 | 746 | 0.06% | 0.03% | 132 | +10,350 | 182.06% | Q4 2025 | Feb 06, 2026 |
| Cresset Asset Management, LLC | History | Added to | 15,858 | 738 | 0.0% | 0.0% | 133 | +965 | 6.48% | Q4 2025 | Feb 17, 2026 |
| Odyssean, LLC | History | New | 15,848 | 737 | 0.53% | — | 135 | +15,848 | New | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 15,844 | 737 | 0.04% | 0.04% | 134 | +1,136 | 7.72% | Q4 2025 | Feb 09, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 15,463 | 719 | 0.06% | 0.06% | 136 | -1,045 | -6.33% | Q4 2025 | Jan 29, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 13,535 | 630 | 0.17% | 0.04% | 137 | +9,998 | 282.67% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 13,219 | 615 | 0.0% | 0.0% | 138 | -8,548 | -39.27% | Q4 2025 | Jan 28, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 11,300 | 546 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PSP Research LLC | History | New | 11,316 | 526 | 0.46% | — | 140 | +11,316 | New | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 11,267 | 487 | 0.0% | 0.0% | 141 | +1,834 | 19.44% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | New | 9,879 | 459 | 0.0% | — | 142 | +9,879 | New | Q4 2025 | Feb 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 9,008 | 419 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 8,897 | 414 | 0.0% | 0.0% | 144 | +1,477 | 19.91% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 8,856 | 412 | 0.0% | 0.0% | 145 | +1,049 | 13.44% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 8,829 | 410 | 0.0% | — | 146 | +8,829 | New | Q4 2025 | Feb 17, 2026 |
| NEOS Investment Management LLC | History | Reduced | 8,767 | 408 | 0.0% | 0.01% | 147 | -13,533 | -60.69% | Q4 2025 | Feb 17, 2026 |
| TEMA ETFS LLC | History | Reduced | 8,767 | 408 | 0.03% | 0.08% | 148 | -13,533 | -60.69% | Q4 2025 | Jan 16, 2026 |
| Baader Bank Aktiengesellschaft | History | New | 8,625 | 399 | 0.03% | — | 149 | +8,625 | New | Q4 2025 | Feb 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 8,524 | 396 | 0.0% | 0.0% | 150 | +1,039 | 13.88% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 8,214 | 382 | 0.0% | 0.0% | 151 | -14,347 | -63.59% | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | Added to | 8,019 | 373 | 0.0% | 0.0% | 152 | +444 | 5.86% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 7,340 | 341 | 0.01% | 0.01% | 153 | -215 | -2.85% | Q4 2025 | Feb 11, 2026 |
| XPONANCE LLC | History | Added to | 7,195 | 334 | 0.0% | 0.0% | 154 | +96 | 1.35% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 7,040 | 328 | 0.0% | — | 155 | +7,040 | New | Q4 2025 | Jan 05, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 6,950 | 323 | 0.01% | 0.01% | 156 | -3,141 | -31.13% | Q4 2025 | Feb 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 6,846 | 318 | 0.0% | 0.0% | 157 | +1,150 | 20.19% | Q4 2025 | Feb 12, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 6,569 | 305 | 0.01% | 0.0% | 158 | -83 | -1.25% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | New | 6,154 | 286 | 0.0% | — | 159 | +6,154 | New | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,123 | 285 | 0.01% | 0.0% | 160 | +3,263 | 114.09% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 5,890 | 279 | 0.01% | — | 161 | +5,890 | New | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 5,982 | 278 | 0.0% | — | 163 | +5,982 | New | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 5,973 | 278 | 0.0% | 0.0% | 162 | +776 | 14.93% | Q4 2025 | Feb 02, 2026 |
| Palumbo Wealth Management LLC | History | New | 5,805 | 270 | 0.07% | — | 165 | +5,805 | New | Q4 2025 | Jan 21, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 5,805 | 270 | 0.02% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 5,666 | 267 | 0.0% | 0.0% | 166 | -273 | -4.6% | Q4 2025 | Feb 18, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 5,615 | 261 | 0.0% | 0.0% | 167 | -6,005 | -51.68% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | New | 5,622 | 261 | 0.0% | — | 168 | +5,622 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 5,511 | 256 | 0.0% | 0.0% | 169 | +405 | 7.93% | Q4 2025 | Jan 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 5,394 | 251 | 0.0% | — | 170 | +5,394 | New | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 5,357 | 249 | 0.0% | 0.0% | 171 | -2,778 | -34.15% | Q4 2025 | Jan 30, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 5,341 | 248 | 0.0% | 0.0% | 172 | -1,582 | -22.85% | Q4 2025 | Feb 02, 2026 |
| STRS OHIO | History | Added to | 5,300 | 246 | 0.0% | 0.0% | 173 | +4,100 | 341.67% | Q4 2025 | Feb 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,270 | 245 | 0.0% | 0.0% | 174 | -682 | -11.46% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Added to | 5,139 | 239 | 0.0% | 0.0% | 175 | +52 | 1.02% | Q4 2025 | Feb 05, 2026 |
| Callan Family Office, LLC | History | New | 5,002 | 232 | 0.0% | — | 176 | +5,002 | New | Q4 2025 | Feb 12, 2026 |
| Walleye Capital LLC | History | New | 4,931 | 229 | 0.0% | — | 177 | +4,931 | New | Q4 2025 | Feb 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 4,865 | 226 | 0.0% | 0.0% | 178 | -1,314 | -21.27% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | New | 4,810 | 223 | 0.0% | — | 179 | +4,810 | New | Q4 2025 | Feb 17, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | New | 4,717 | 219 | 0.03% | — | 180 | +4,717 | New | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,679 | 217 | 0.0% | 0.0% | 181 | +521 | 12.53% | Q4 2025 | Mar 16, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 4,668 | 217 | 0.01% | 0.01% | 182 | -209 | -4.29% | Q4 2025 | Feb 17, 2026 |
| Meeder Advisory Services, Inc. | History | New | 4,646 | 216 | 0.01% | — | 183 | +4,646 | New | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | New | 4,622 | 215 | 0.0% | — | 184 | +4,622 | New | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 4,611 | 214 | 0.0% | 0.0% | 185 | +970 | 26.64% | Q4 2025 | Jan 26, 2026 |
| Bellevue Group AG | History | New | 4,040 | 188 | 0.0% | — | 186 | +4,040 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 3,396 | 158 | 0.0% | 0.0% | 187 | +2,743 | 420.06% | Q4 2025 | Jan 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,202 | 149 | 0.0% | 0.0% | 188 | +2 | 0.06% | Q4 2025 | Jan 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 3,111 | 145 | 0.0% | 0.0% | 189 | +11 | 0.35% | Q4 2025 | Feb 05, 2026 |
| KBC Group NV | History | No change | 3,064 | 143 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,922 | 136 | 0.0% | — | 191 | +2,922 | New | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 2,841 | 132 | 0.0% | 0.0% | 192 | -89 | -3.04% | Q4 2025 | Feb 05, 2026 |
| FIFTH LANE CAPITAL, LP | History | New | 2,500 | 116 | 0.09% | — | 193 | +2,500 | New | Q4 2025 | Feb 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,864 | 86 | 0.0% | 0.0% | 194 | -162 | -8.0% | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,756 | 81 | 0.0% | 0.0% | 195 | -765 | -30.35% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Added to | 1,498 | 69 | 0.0% | 0.0% | 196 | +850 | 131.17% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | No change | 1,446 | 67 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,225 | 57 | 0.0% | 0.0% | 198 | +315 | 34.62% | Q4 2025 | Feb 11, 2026 |
| State of Wyoming | History | Reduced | 669 | 31 | 0.0% | 0.0% | 199 | -307 | -31.45% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 639 | 30 | 0.0% | 0.0% | 200 | +331 | 107.47% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 619 | 28 | 0.0% | 0.0% | 201 | +24 | 4.03% | Q4 2025 | Feb 09, 2026 |
| Sterling Capital Management LLC | History | Added to | 595 | 27 | 0.0% | 0.0% | 202 | +376 | 171.69% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 514 | 23 | 0.0% | 0.0% | 203 | +126 | 32.47% | Q4 2025 | Jan 20, 2026 |
| GAMMA Investing LLC | History | Added to | 460 | 21 | 0.0% | 0.0% | 204 | +227 | 97.42% | Q4 2025 | Jan 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 448 | 20 | 0.0% | 0.0% | 205 | -394 | -46.79% | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | Added to | 291 | 13 | 0.0% | 0.0% | 207 | +227 | 354.69% | Q4 2025 | Feb 06, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 282 | 13 | 0.0% | 0.0% | 206 | -22 | -7.24% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 252 | 11 | 0.0% | — | 208 | +252 | New | Q4 2025 | Feb 05, 2026 |
| Kemnay Advisory Services Inc. | History | New | 234 | 10 | 0.0% | — | 210 | +234 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | New | 215 | 10 | 0.0% | — | 209 | +215 | New | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 230 | 10 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | New | 210 | 9 | 0.0% | — | 213 | +210 | New | Q4 2025 | Feb 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 201 | 9 | 0.0% | 0.0% | 212 | -57 | -22.09% | Q4 2025 | Jan 07, 2026 |
| CWM, LLC | History | Added to | 173 | 8 | 0.0% | 0.0% | 214 | +87 | 101.16% | Q4 2025 | Jan 26, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 158 | 7 | 0.0% | — | 216 | +158 | New | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Reduced | 166 | 7 | 0.0% | 0.0% | 215 | -100 | -37.59% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | Added to | 146 | 6 | 0.0% | 0.0% | 217 | +119 | 440.74% | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | New | 110 | 5 | 0.0% | — | 220 | +110 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 110 | 5 | 0.0% | 0.0% | 219 | +43 | 64.18% | Q4 2025 | Feb 06, 2026 |
| J.Safra Asset Management Corp | History | Added to | 117 | 5 | 0.0% | 0.0% | 218 | +21 | 21.88% | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 4 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Versant Capital Management, Inc | History | No change | 104 | 4 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 49 | 2 | 0.0% | 0.0% | 224 | -69 | -58.47% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 58 | 2 | 0.0% | — | 225 | +58 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 55 | 2 | 0.0% | — | 227 | +55 | New | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | New | 47 | 2 | 0.0% | — | 229 | +47 | New | Q4 2025 | Feb 06, 2026 |
| Motiv8 Investments LLC | History | New | 35 | 2 | 0.0% | — | 230 | +35 | New | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 60 | 2 | 0.0% | 0.0% | 226 | +15 | 33.33% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Financial Management LLC | History | New | 34 | 1 | 0.0% | — | 236 | +34 | New | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | New | 30 | 1 | 0.0% | — | 234 | +30 | New | Q4 2025 | Feb 13, 2026 |
| Torren Management, LLC | History | New | 23 | 1 | 0.0% | — | 235 | +23 | New | Q4 2025 | Jan 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 22 | 1 | 0.0% | — | 231 | +22 | New | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 30 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 31 | 1 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vestal Point Capital, LP | History | Closed out | 0 | 0 | — | 1.41% | — | -750,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Checkpoint Capital L.P. | History | Closed out | 0 | 0 | — | 3.63% | — | -260,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -210,821 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -81,847 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pier Capital, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -75,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -53,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SILVERARC CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -50,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.49% | — | -33,958 | -100.0% | Q3 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,239 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -21,100 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,338 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,969 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.01% | — | -7,050 | -100.0% | Q3 2025 | Feb 17, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,678 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,929 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALTFEST L J & CO INC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,412 | -100.0% | Q3 2025 | Oct 21, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -5,126 | -100.0% | Q3 2025 | Nov 17, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,944 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Covestor Ltd | History | Reduced | 5 | 0 | — | 0.03% | — | -1,440 | -99.65% | Q4 2025 | Feb 06, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CoreCap Advisors, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 13, 2026 |
| Ares Financial Consulting, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 30, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 17 | 0 | — | 0.0% | — | -10 | -37.04% | Q4 2025 | Feb 24, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 15 | 0 | — | — | — | -7 | -31.82% | Q4 2025 | Jan 29, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 09, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| Inspire Investing, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| Park Place Capital Corp | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| True Wealth Design, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |