Crinetics Pharmaceuticals, Inc. - CRNX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 15,840,219 | 592,740 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 9,758,938 | 365,179 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | History | No change | 8,989,098 | 336,372 | 1.55% | 1.55% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 7,131,084 | 266,845 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 6,463,551 | 241,866 | 1.4% | 1.4% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 6,212,681 | 232,480 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 4,832,614 | 180,836 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,745,262 | 177,567 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 4,557,689 | 170,509 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,727,633 | 102,088 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 2,689,350 | 100,635 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Bellevue Group AG | History | No change | 2,620,000 | 98,040 | 2.06% | 2.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAKER BROS. ADVISORS LP | History | No change | 2,351,465 | 87,991 | 0.44% | 0.44% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polar Capital Holdings Plc | History | No change | 2,274,411 | 85,108 | 0.2% | 0.2% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 2,010,288 | 75,225 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,731,140 | 64,780 | 0.51% | 0.51% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,678,490 | 62,809 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Siren, L.L.C. | History | No change | 1,420,788 | 53,165 | 1.08% | 1.08% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Light Asset Management, LLC | History | No change | 1,360,866 | 50,923 | 3.1% | 3.1% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,365,030 | 50,602 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1,338,531 | 50,087 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,333,071 | 49,883 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Novo Holdings A/S | History | No change | 1,320,000 | 49,394 | 2.87% | 2.87% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,262,562 | 47,245 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 1,222,080 | 45,730 | 2.09% | 2.09% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONTANOVA CAPITAL, LLC | History | No change | 1,186,279 | 44,390 | 0.81% | 0.81% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 1,126,639 | 42,158 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,104,998 | 41,349 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ORBIMED ADVISORS LLC | History | No change | 999,000 | 37,382 | 0.69% | 0.69% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 974,781 | 36,476 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hood River Capital Management LLC | History | No change | 968,996 | 36,259 | 0.26% | 0.26% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 877,643 | 32,841 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 820,395 | 30,699 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 754,436 | 28,230 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 741,553 | 27,748 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UBS Group AG | History | No change | 561,165 | 20,998 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 555,381 | 20,782 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 497,205 | 18,605 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 480,504 | 17,749 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Impax Asset Management Group plc | History | No change | 435,000 | 16,277 | 0.11% | 0.11% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | No change | 393,688 | 14,731 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prosight Management, LP | History | No change | 374,666 | 14,020 | 2.42% | 2.42% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 373,910 | 13,991 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 365,714 | 13,685 | 0.24% | 0.24% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiera Capital Corp | History | No change | 338,841 | 12,679 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 283,727 | 10,617 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Defilade Capital Management, L.P. | History | No change | 239,440 | 8,959 | 1.2% | 1.2% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foresite Capital Management VI LLC | History | No change | 212,010 | 7,933 | 1.23% | 1.23% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 202,395 | 7,573 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 196,318 | 7,346 | 0.36% | 0.36% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 191,142 | 7,152 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Swiss National Bank | History | No change | 183,800 | 6,877 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 183,199 | 6,855 | 0.08% | 0.08% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 163,629 | 6,122 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 161,861 | 6,056 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 156,738 | 5,865 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foresite Capital Management IV, LLC | History | No change | 150,000 | 5,613 | 1.93% | 1.93% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 147,218 | 5,508 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 146,216 | 5,471 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Ishara Investments LP | History | No change | 143,500 | 5,369 | 3.94% | 3.94% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 137,576 | 5,148 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 129,908 | 4,861 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 131,680 | 4,782 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GordonMD Global Investments LP | History | No change | 126,985 | 4,751 | 2.3% | 2.3% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 125,948 | 4,712 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Cormorant Asset Management, LP | History | No change | 125,000 | 4,677 | 0.24% | 0.24% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 122,451 | 4,582 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 116,460 | 4,357 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SECTOR GAMMA AS | History | No change | 114,628 | 4,289 | 0.93% | 0.93% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 111,292 | 4,164 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 105,756 | 3,957 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 104,192 | 3,898 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 102,229 | 3,825 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Burkehill Global Management, LP | History | No change | 100,000 | 3,742 | 0.14% | 0.14% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 93,112 | 3,484 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 87,299 | 3,266 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 86,979 | 3,254 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AWM Investment Company, Inc. | History | No change | 85,000 | 3,180 | 0.28% | 0.28% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 84,456 | 3,160 | 0.51% | 0.51% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 83,225 | 3,114 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 77,569 | 2,902 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Affinity Asset Advisors, LLC | History | No change | 75,000 | 2,806 | 0.13% | 0.13% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALGERT GLOBAL LLC | History | No change | 72,532 | 2,714 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 70,882 | 2,652 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 67,004 | 2,507 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 63,768 | 2,386 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 63,352 | 2,370 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Man Group plc | History | No change | 61,043 | 2,284 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 60,361 | 2,258 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Longaeva Partners L.P. | History | No change | 58,388 | 2,184 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 55,265 | 2,068 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 51,400 | 1,923 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 50,880 | 1,905 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 50,000 | 1,871 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 48,724 | 1,823 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 47,762 | 1,787 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 46,381 | 1,735 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 45,334 | 1,696 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 43,632 | 1,632 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 39,711 | 1,485 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighMark Wealth Management LLC | History | No change | 38,595 | 1,444 | 0.48% | 0.48% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 37,526 | 1,404 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 36,000 | 1,347 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 33,736 | 1,262 | 0.29% | 0.29% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Woodline Partners LP | History | No change | 32,817 | 1,228 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 31,933 | 1,194 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 30,589 | 1,144 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 29,957 | 1,120 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 29,624 | 1,108 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 28,477 | 1,066 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 27,741 | 1,038 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 26,439 | 989 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 25,413 | 950 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SG Americas Securities, LLC | History | No change | 25,210 | 943 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 24,453 | 915 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 24,133 | 903 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 23,100 | 864 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verition Fund Management LLC | History | No change | 22,500 | 841 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 21,938 | 820 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 21,795 | 815 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 21,200 | 793 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 21,531 | 790 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 20,959 | 784 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 20,888 | 781 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 19,819 | 741 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 19,549 | 731 | 0.12% | 0.12% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DnB Asset Management AS | History | No change | 19,273 | 721 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jain Global LLC | History | No change | 17,627 | 659 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 17,500 | 654 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 17,130 | 641 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 15,742 | 589 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 15,179 | 567 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 12,631 | 472 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLSTATE CORP | History | No change | 12,377 | 463 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | No change | 12,264 | 458 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bleakley Financial Group, LLC | History | No change | 12,110 | 453 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 11,700 | 437 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 10,636 | 397 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 10,596 | 395 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 10,239 | 383 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 9,821 | 367 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,412 | 352 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 9,393 | 351 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marex Group Ltd | History | No change | 9,300 | 348 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 9,271 | 346 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 9,008 | 337 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 8,838 | 330 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 8,766 | 328 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INCEPTIONR LLC | History | No change | 8,356 | 312 | 0.08% | 0.08% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Palumbo Wealth Management LLC | History | No change | 8,260 | 309 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMERCE BANK | History | No change | 8,002 | 299 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 7,386 | 276 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 7,107 | 265 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Neuberger Berman Group LLC | History | No change | 7,058 | 264 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| US BANCORP \DE\ | History | No change | 6,967 | 260 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 6,774 | 253 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,361 | 238 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rafferty Asset Management, LLC | History | No change | 5,787 | 216 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 5,727 | 214 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 5,526 | 206 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,071 | 189 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 3,933 | 147 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,895 | 145 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,421 | 128 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | Added to | 1,466 | 124 | 0.0% | 0.0% | 165 | +23 | 1.59% | Q3 2026 | Oct 16, 2026 |
| Nykredit A/S | History | No change | 2,487 | 93 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,858 | 69 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 1,864 | 69 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neo Ivy Capital Management | History | No change | 1,794 | 67 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 1,097 | 41 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 938 | 35 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 683 | 26 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 626 | 23 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 605 | 22 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 545 | 20 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 543 | 20 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 424 | 15 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 310 | 11 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 215 | 8 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 190 | 7 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 66 | 5 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 159 | 5 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 121 | 4 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 93 | 3 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 84 | 3 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 79 | 2 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Larson Financial Group LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 56 | 2 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 79 | 2 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| CVA Family Office, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPL Wealth Management, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Closed out | 0 | 0 | — | 0.07% | — | -2,075,375 | -100.0% | Q3 2026 | Nov 03, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,270,531 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Candriam S.C.A. | History | Closed out | 0 | 0 | — | 0.14% | — | -819,032 | -100.0% | Q3 2026 | Nov 03, 2026 |
| BRAUN STACEY ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.37% | — | -348,143 | -100.0% | Q3 2026 | Oct 19, 2026 |
| SEB Asset Management AB | History | Closed out | 0 | 0 | — | 0.03% | — | -213,891 | -100.0% | Q3 2026 | Nov 04, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.98% | — | -146,077 | -100.0% | Q3 2026 | Oct 27, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.02% | — | -106,409 | -100.0% | Q3 2026 | Nov 02, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -66,603 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Swedbank AB | History | Closed out | 0 | 0 | — | 0.0% | — | -59,600 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -40,476 | -100.0% | Q3 2026 | Nov 02, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -37,548 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Arizona State Retirement System | History | Closed out | 0 | 0 | — | 0.0% | — | -25,280 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Lewis Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -24,325 | -100.0% | Q3 2026 | Oct 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -21,723 | -100.0% | Q3 2026 | Oct 27, 2026 |
| China Universal Asset Management Co., Ltd. | History | Closed out | 0 | 0 | — | 0.04% | — | -18,381 | -100.0% | Q3 2026 | Oct 27, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,040 | -100.0% | Q3 2026 | Oct 28, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,284 | -100.0% | Q3 2026 | Oct 21, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -13,200 | -100.0% | Q3 2026 | Oct 28, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,556 | -100.0% | Q3 2026 | Oct 30, 2026 |
| PSP Research LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -11,000 | -100.0% | Q3 2026 | Oct 21, 2026 |
| XPONANCE LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,324 | -100.0% | Q3 2026 | Nov 03, 2026 |
| AlphaCentric Advisors LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -9,866 | -100.0% | Q3 2026 | Nov 03, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.04% | — | -9,676 | -100.0% | Q3 2026 | Oct 28, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,508 | -100.0% | Q3 2026 | Oct 28, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,930 | -100.0% | Q3 2026 | Nov 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,941 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Swiss Life Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5,871 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,692 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,716 | -100.0% | Q3 2026 | Oct 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,595 | -100.0% | Q3 2026 | Oct 20, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -3,500 | -100.0% | Q3 2026 | Oct 30, 2026 |
| KBC Group NV | History | Closed out | 0 | 0 | — | 0.0% | — | -3,064 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,788 | -100.0% | Q3 2026 | Oct 26, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,216 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -1,452 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -913 | -100.0% | Q3 2026 | Nov 03, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -436 | -100.0% | Q3 2026 | Oct 08, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -387 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -364 | -100.0% | Q3 2026 | Oct 22, 2026 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -297 | -100.0% | Q3 2026 | Nov 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -199 | -100.0% | Q3 2026 | Oct 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -186 | -100.0% | Q3 2026 | Oct 27, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q3 2026 | Oct 19, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2026 | Oct 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2026 | Oct 14, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Ares Financial Consulting, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Oct 27, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Buck Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Oct 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 22, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 26, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Park Place Capital Corp | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |