CASTLE BIOSCIENCES INC - CSTL

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 3,291,963 78,513 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
RTW INVESTMENTS, LP History No change 2,778,335 66,263 0.57% 0.57% 2 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 1,726,648 41,180 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 04, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,226,497 29,251 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 918,668 21,897 0.03% 0.03% 5 0 0.0% Q2 2026 Aug 13, 2026
Allianz Asset Management GmbH History No change 879,258 20,970 0.02% 0.02% 6 0 0.0% Q2 2026 Sep 02, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 840,785 20,052 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History No change 824,872 19,673 0.35% 0.35% 8 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 822,079 19,630 0.0% 0.0% 9 0 0.0% Q2 2026 Sep 22, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 795,912 18,986 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 12, 2026
MACKENZIE FINANCIAL CORP History No change 793,507 18,925 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 791,085 18,868 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 11, 2026
Jefferies Financial Group Inc. History No change 647,391 15,440 0.1% 0.1% 13 0 0.0% Q2 2026 Aug 17, 2026
Qube Research & Technologies Ltd History No change 589,300 14,054 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
AIGH Capital Management LLC History No change 545,101 13,000 0.82% 0.82% 15 0 0.0% Q2 2026 Aug 07, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 371,200 8,853 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 358,397 8,547 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 357,317 8,522 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 348,371 8,308 0.15% 0.15% 19 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 331,727 7,911 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 329,684 7,862 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
Portolan Capital Management, LLC History No change 328,818 7,842 0.29% 0.29% 22 0 0.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History No change 301,040 7,179 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 06, 2026
Allspring Global Investments Holdings, LLC History No change 292,470 6,975 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 285,158 6,801 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
WASATCH ADVISORS LP History No change 279,349 6,662 0.04% 0.04% 26 0 0.0% Q2 2026 Jul 09, 2026
CITADEL ADVISORS LLC History No change 265,353 6,328 0.0% 0.0% 27 0 0.0% Q2 2026 Sep 02, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 264,235 6,302 0.13% 0.13% 28 0 0.0% Q2 2026 Jul 31, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 256,095 6,107 0.04% 0.04% 29 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 254,535 6,070 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
Advisors Capital Management, LLC History No change 238,204 5,681 0.06% 0.06% 31 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 234,746 5,598 0.01% 0.01% 32 0 0.0% Q2 2026 Jul 29, 2026
PALISADE CAPITAL MANAGEMENT, LP History No change 231,931 5,531 0.24% 0.24% 33 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 231,726 5,526 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 11, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 221,338 5,278 0.09% 0.09% 35 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 206,111 4,915 0.03% 0.03% 36 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 205,369 4,898 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 197,494 4,710 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 166,567 3,972 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 145,064 3,459 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 11, 2026
Parkman Healthcare Partners LLC History No change 144,791 3,453 0.35% 0.35% 41 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 142,338 3,394 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 115,853 2,763 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 112,789 2,690 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 108,761 2,593 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 100,374 2,393 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 98,745 2,355 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 98,018 2,337 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 06, 2026
FRANKLIN RESOURCES INC History No change 97,733 2,330 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 92,736 2,211 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 89,368 2,131 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 84,804 2,062 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 12, 2026
SummitTX Capital, L.P. History No change 79,018 1,884 0.05% 0.05% 53 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 74,433 1,775 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 70,478 1,680 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 69,654 1,661 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 69,571 1,659 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 65,413 1,560 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 64,346 1,534 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 13, 2026
NORGES BANK History No change 60,100 1,433 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 55,871 1,332 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 55,157 1,315 0.0% 0.0% 62 0 0.0% Q2 2026 Sep 23, 2026
Invesco Ltd. History No change 54,888 1,309 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 53,700 1,280 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 53,242 1,270 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 44,793 1,068 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 39,923 952 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 39,010 930 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 37,802 901 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 24, 2026
KBC Group NV History No change 36,042 860 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History No change 31,679 761 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 06, 2026
Y-Intercept (Hong Kong) Ltd History No change 31,916 761 0.02% 0.02% 72 0 0.0% Q2 2026 Jul 13, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 31,748 757 0.05% 0.05% 73 0 0.0% Q2 2026 Aug 07, 2026
STRS OHIO History No change 30,500 727 0.0% 0.0% 74 0 0.0% Q2 2026 Jul 30, 2026
BARCLAYS PLC History No change 30,330 723 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 30,139 718 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 29,543 704 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 29,480 703 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 14, 2026
Inspire Investing, LLC History No change 29,047 692 0.03% 0.03% 79 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 27,100 665 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 25,221 601 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 06, 2026
TRUIST FINANCIAL CORP History No change 23,786 567 0.0% 0.0% 82 0 0.0% Q2 2026 Jul 28, 2026
Tidal Investments LLC History No change 22,186 529 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 20,548 490 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 19,930 475 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
First Bank & Trust History No change 18,591 443 0.07% 0.07% 86 0 0.0% Q2 2026 Jul 09, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 17,653 421 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 17,008 405 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
Counterpoint Mutual Funds LLC History No change 16,510 393 0.04% 0.04% 89 0 0.0% Q2 2026 Jul 20, 2026
Campbell & CO Investment Adviser LLC History No change 16,476 392 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 03, 2026
Quantinno Capital Management LP History No change 16,428 391 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History No change 15,932 389 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 15,932 389 0.01% 0.01% 93 0 0.0% Q2 2026 Jul 29, 2026
CITIGROUP INC History No change 16,144 385 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 03, 2026
PERKINS CAPITAL MANAGEMENT INC History No change 16,140 384 0.29% 0.29% 95 0 0.0% Q2 2026 Jul 24, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 15,579 371 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 11, 2026
Jupiter Topco LLC History No change 15,037 358 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 14,462 344 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 14,220 339 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 07, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 13,785 328 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 13,681 326 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
Oak Harvest Investment Services History No change 13,485 321 0.03% 0.03% 102 0 0.0% Q2 2026 Jul 24, 2026
Summit Global Investments History No change 13,078 312 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 03, 2026
Birchview Capital, LP History No change 12,984 309 0.14% 0.14% 104 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 12,931 308 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 05, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 12,543 299 0.0% 0.0% 106 0 0.0% Q2 2026 Sep 09, 2026
Vanguard Global Advisers, LLC History No change 11,502 274 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 13, 2026
TritonPoint Partners, LLC History No change 10,796 257 0.02% 0.02% 108 0 0.0% Q2 2026 Aug 13, 2026
Numerai GP LLC History No change 10,348 246 0.02% 0.02% 109 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 10,175 242 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 06, 2026
Lido Advisors, LLC History No change 10,034 239 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 07, 2026
Green Alpha Advisors, LLC History No change 9,941 237 0.16% 0.16% 112 0 0.0% Q2 2026 Aug 11, 2026
Police & Firemen's Retirement System of New Jersey History No change 9,855 235 0.0% 0.0% 113 0 0.0% Q2 2026 Jul 23, 2026
ALLSTATE CORP History No change 9,642 229 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
EntryPoint Capital, LLC History No change 8,942 213 0.05% 0.05% 115 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 8,632 205 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 8,580 204 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 10, 2026
SIMON QUICK ADVISORS, LLC History No change 8,561 204 0.01% 0.01% 118 0 0.0% Q2 2026 Jul 28, 2026
GLENMEDE TRUST CO NA History No change 8,536 203 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Investments Australia, Ltd. History No change 7,553 180 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 6,710 160 0.0% 0.0% 121 0 0.0% Q2 2026 Jul 30, 2026
KLP KAPITALFORVALTNING AS History No change 6,200 147 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 12, 2026
State of Wyoming History No change 4,923 117 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 06, 2026
China Universal Asset Management Co., Ltd. History No change 4,827 115 0.01% 0.01% 124 0 0.0% Q2 2026 Jul 24, 2026
US BANCORP \DE\ History No change 4,478 106 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 3,977 94 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 12, 2026
CANADA LIFE ASSURANCE Co History No change 3,244 77 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 2,773 66 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Investment Partners, Inc. History No change 2,717 64 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
Quantbot Technologies LP History No change 2,599 61 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History No change 1,806 43 0.0% 0.0% 131 0 0.0% Q2 2026 Jul 17, 2026
State of Alaska, Department of Revenue History No change 1,553 37 0.0% 0.0% 132 0 0.0% Q2 2026 Jul 20, 2026
Mirae Asset Global Investments Co., Ltd. History No change 1,356 32 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 22, 2026
OSAIC HOLDINGS, INC. History No change 1,191 28 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 1,100 26 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 06, 2026
MEEDER ASSET MANAGEMENT INC History No change 994 23 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 976 23 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 842 20 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 786 18 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 10, 2026
BNP Paribas Asset Management Holding S.A. History No change 707 16 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 12, 2026
FIRST HORIZON CORP History No change 662 15 0.0% 0.0% 141 0 0.0% Q2 2026 Jul 20, 2026
GF FUND MANAGEMENT CO. LTD. History No change 631 15 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 07, 2026
Sterling Capital Management LLC History No change 603 14 0.0% 0.0% 143 0 0.0% Q2 2026 Jul 28, 2026
Nykredit A/S History No change 597 14 0.0% 0.0% 144 0 0.0% Q2 2026 Sep 08, 2026
FEDERATED HERMES, INC. History No change 489 11 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 12, 2026
Covestor Ltd History No change 473 11 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 07, 2026
Hughes Financial Services, LLC History No change 436 10 0.0% 0.0% 147 0 0.0% Q2 2026 Jul 20, 2026
Rossby Financial, LCC History No change 429 10 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 04, 2026
JONES FINANCIAL COMPANIES LLLP History No change 343 8 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 256 6 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 264 6 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 11, 2026
Versant Capital Management, Inc History Added to 154 5 0.0% 0.0% 152 +28 22.22% Q3 2026 Oct 01, 2026
NATIONAL BANK OF CANADA /FI/ History No change 191 4 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 10, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 171 4 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 174 4 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 12, 2026
Essential Partners LLC History No change 190 4 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 10, 2026
HUNTINGTON NATIONAL BANK History No change 139 3 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 157 3 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 07, 2026
EverSource Wealth Advisors, LLC History No change 139 3 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 24, 2026
Silver Grove Financial Group, Inc. History No change 156 3 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
BFSG, LLC History No change 90 2 0.0% 0.0% 161 0 0.0% Q2 2026 Jul 20, 2026
Rockefeller Capital Management L.P. History No change 87 2 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 54 1 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 48 1 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History No change 60 1 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 20, 2026
SBI Securities Co., Ltd. History No change 47 1 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 22, 2026
Spire Wealth Management History No change 50 1 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 15, 2026
True Wealth Design, LLC History No change 42 1 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 16, 2026
Parkside Financial Bank & Trust History No change 25 0 — — — 0 0.0% Q2 2026 Sep 04, 2026
SJS Investment Consulting Inc. History No change 15 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Fortitude Family Office, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Caitong International Asset Management Co., Ltd History No change 6 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Freestone Grove Partners LP History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History No change 19 0 — — — 0 0.0% Q2 2026 Jul 07, 2026
Smartleaf Asset Management LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Investors Portfolio Services LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 14, 2026