Cryoport, Inc. - CYRX

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 4,218,434 66,229 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
CADIAN CAPITAL MANAGEMENT, LP History No change 2,920,681 45,854 3.47% 3.47% 2 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 2,276,741 35,744 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,151,943 33,785 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,724,726 27,078 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 14, 2026
FRED ALGER MANAGEMENT, LLC History No change 1,545,293 24,261 0.08% 0.08% 6 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,535,869 24,113 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,312,370 20,609 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 12, 2026
MAK CAPITAL ONE LLC History No change 1,277,359 20,054 2.81% 2.81% 9 0 0.0% Q2 2026 Aug 14, 2026
First Eagle Investment Management, LLC History No change 1,271,424 19,961 0.03% 0.03% 10 0 0.0% Q2 2026 Aug 05, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,026,223 17,855 0.0% 0.0% 11 +26,128 2.61% Q3 2026 Nov 04, 2026
STATE STREET CORP History No change 1,046,875 16,435 0.0% 0.0% 12 0 0.0% Q2 2026 Sep 22, 2026
JANE STREET GROUP, LLC History No change 1,037,003 16,280 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
Assenagon Asset Management S.A. History Reduced 929,481 16,172 0.02% 0.02% 14 -222,830 -19.34% Q3 2026 Oct 15, 2026
Nuveen, LLC History No change 922,935 14,490 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 11, 2026
UBS Group AG History No change 868,266 13,631 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 858,684 13,481 0.09% 0.09% 17 0 0.0% Q2 2026 Aug 14, 2026
Meros Investment Management, LP History No change 743,312 11,669 3.7% 3.7% 18 0 0.0% Q2 2026 Aug 14, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History No change 717,000 11,256 0.34% 0.34% 19 0 0.0% Q2 2026 Aug 13, 2026
BROWN CAPITAL MANAGEMENT LLC History Reduced 601,919 10,473 1.99% 2.1% 20 -68,138 -10.17% Q3 2026 Oct 27, 2026
DEUTSCHE BANK AG\ History No change 654,889 10,281 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 07, 2026
Intrinsic Edge Capital Management LLC History No change 630,000 9,891 1.02% 1.02% 22 0 0.0% Q2 2026 Aug 12, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 630,214 9,887 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 575,364 9,033 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 562,869 8,837 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 534,930 8,398 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
MIROVA History No change 518,000 8,132 0.3% 0.3% 27 0 0.0% Q2 2026 Aug 13, 2026
Parkman Healthcare Partners LLC History No change 508,324 7,980 0.82% 0.82% 28 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 492,907 7,738 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
Lionhunter Capital Management, LLC History No change 480,575 7,545 3.4% 3.4% 30 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 479,625 7,530 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
Blackstone Inc. History No change 453,396 7,118 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 425,781 6,684 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
Roubaix Capital, LLC History No change 404,778 6,355 2.28% 2.28% 34 0 0.0% Q2 2026 Aug 10, 2026
Granahan Investment Management, LLC History No change 403,919 6,341 0.23% 0.23% 35 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 400,364 6,285 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 381,768 5,993 0.0% 0.0% 37 0 0.0% Q2 2026 Sep 02, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 372,405 5,846 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 368,424 5,784 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 358,008 5,620 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 338,231 5,310 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 333,208 5,231 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 13, 2026
PANAGORA ASSET MANAGEMENT INC History No change 309,487 4,858 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 06, 2026
Trexquant Investment LP History No change 309,228 4,854 0.03% 0.03% 44 0 0.0% Q2 2026 Aug 14, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 265,000 4,160 0.05% 0.05% 45 0 0.0% Q2 2026 Aug 10, 2026
PHILADELPHIA TRUST CO History No change 228,173 3,970 0.28% 0.23% 46 0 0.0% Q3 2026 Nov 05, 2026
Caption Management, LLC History No change 244,668 3,841 0.02% 0.02% 47 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Reduced 212,011 3,688 0.0% 0.0% 48 -2,199 -1.03% Q3 2026 Nov 05, 2026
GOLDMAN SACHS GROUP INC History No change 230,999 3,626 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Bullseye Asset Management LLC History No change 223,731 3,513 1.79% 1.79% 50 0 0.0% Q2 2026 Aug 12, 2026
Kopion Asset Management, LLC History Reduced 201,399 3,504 2.24% 2.07% 51 -6,770 -3.25% Q3 2026 Oct 09, 2026
Penbrook Management LLC History Reduced 201,085 3,498 2.06% 2.03% 52 -1,590 -0.78% Q3 2026 Oct 16, 2026
PERKINS CAPITAL MANAGEMENT INC History Reduced 198,547 3,454 2.47% 2.36% 53 -1,350 -0.68% Q3 2026 Nov 02, 2026
BANK OF AMERICA CORP /DE/ History No change 212,014 3,328 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 200,928 3,154 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
READYSTATE ASSET MANAGEMENT LP History No change 199,918 3,138 0.11% 0.11% 56 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 198,103 3,110 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 177,858 2,895 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 12, 2026
Conestoga Capital Advisors, LLC History No change 158,674 2,760 0.08% 0.05% 59 0 0.0% Q3 2026 Nov 02, 2026
OSAIC HOLDINGS, INC. History No change 173,200 2,719 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 168,708 2,648 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 03, 2026
STIFEL FINANCIAL CORP History No change 167,021 2,622 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 12, 2026
Campbell & CO Investment Adviser LLC History No change 161,258 2,531 0.13% 0.13% 63 0 0.0% Q2 2026 Aug 03, 2026
Schonfeld Strategic Advisors LLC History No change 160,003 2,512 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 14, 2026
Veradace Capital Management LLC History No change 133,607 2,097 1.58% 1.58% 65 0 0.0% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 133,110 2,089 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 14, 2026
Samjo Management, LLC History No change 130,000 2,041 0.7% 0.7% 67 0 0.0% Q2 2026 Aug 14, 2026
TORONTO DOMINION BANK History No change 125,000 1,962 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 121,318 1,904 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 110,950 1,742 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 108,622 1,705 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 106,802 1,676 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 98,830 1,551 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 91,155 1,431 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 12, 2026
CenterBook Partners LP History Reduced 77,944 1,356 0.06% 0.13% 75 -93,646 -54.58% Q3 2026 Nov 02, 2026
Russell Investments Group, Ltd. History No change 83,704 1,314 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 06, 2026
RHUMBLINE ADVISERS History No change 77,102 1,210 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 11, 2026
MARATHON CAPITAL MANAGEMENT History No change 67,225 1,169 0.24% 0.21% 78 0 0.0% Q3 2026 Oct 23, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 74,406 1,168 0.03% 0.03% 79 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 63,563 1,105 0.0% 0.0% 81 +862 1.37% Q3 2026 Nov 02, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 70,403 1,105 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 13, 2026
Informed Momentum Co LLC History No change 70,382 1,104 0.1% 0.1% 82 0 0.0% Q2 2026 Aug 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 57,858 1,007 0.07% 0.09% 83 -28,226 -32.79% Q3 2026 Oct 22, 2026
AWM Investment Company, Inc. History No change 61,111 959 0.08% 0.08% 84 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 50,378 876 0.0% 0.0% 85 -70,040 -58.16% Q3 2026 Nov 04, 2026
Evanson Financial, LLC History No change 50,000 870 0.04% 0.04% 86 0 0.0% Q3 2026 Oct 23, 2026
SEI INVESTMENTS CO History No change 54,317 852 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 50,641 795 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
Susquehanna Portfolio Strategies, LLC History No change 50,614 794 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 50,000 785 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 06, 2026
SIERRA SUMMIT ADVISORS LLC History No change 45,060 784 0.09% 0.08% 91 0 0.0% Q3 2026 Oct 27, 2026
TUDOR INVESTMENT CORP ET AL History No change 49,751 781 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 48,682 764 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 47,067 738 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History No change 45,801 717 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
Magnetar Financial LLC History No change 42,453 666 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 40,775 640 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 38,897 610 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
Headlands Technologies LLC History No change 38,742 608 0.06% 0.06% 99 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 38,486 604 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 13, 2026
Calamos Advisors LLC History Reduced 34,267 596 0.0% 0.0% 101 -25,473 -42.64% Q3 2026 Nov 02, 2026
ROYAL BANK OF CANADA History No change 37,951 595 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 37,909 595 0.0% 0.0% 103 0 0.0% Q2 2026 Sep 23, 2026
Engineers Gate Manager LP History No change 32,979 517 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 14, 2026
WHITE PINE CAPITAL LLC History No change 30,993 486 0.11% 0.11% 105 0 0.0% Q2 2026 Aug 05, 2026
ALLIANCEBERNSTEIN L.P. History No change 56,610 468 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 29,117 457 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 25,100 394 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 24,747 388 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 22,030 372 0.0% 0.0% 110 +1,955 9.74% Q3 2026 Oct 13, 2026
LPL Financial LLC History No change 23,162 363 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 07, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 22,817 358 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
Kerrisdale Advisers, LLC History No change 22,605 354 0.09% 0.09% 113 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History Reduced 19,400 337 0.0% 0.0% 114 -11,400 -37.01% Q3 2026 Oct 30, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 21,257 333 0.06% 0.06% 115 0 0.0% Q2 2026 Aug 04, 2026
FMR LLC History No change 20,887 327 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
Counterpoint Mutual Funds LLC History New 18,598 323 0.03% — 117 +18,598 New Q3 2026 Oct 16, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History No change 20,067 315 0.07% 0.07% 118 0 0.0% Q2 2026 Aug 13, 2026
Highland Investment Advisors LLC History No change 19,511 306 0.13% 0.13% 119 0 0.0% Q2 2026 Aug 13, 2026
Diversified Trust Co History No change 19,112 300 0.0% 0.0% 120 0 0.0% Q2 2026 Jul 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 17,865 280 0.0% 0.0% 121 0 0.0% Q2 2026 Jul 29, 2026
Worth Venture Partners, LLC History No change 17,250 270 0.61% 0.61% 122 0 0.0% Q2 2026 Aug 10, 2026
Avanza Fonder AB History Reduced 15,039 261 0.0% 0.01% 123 -1,746 -10.4% Q3 2026 Oct 13, 2026
Walleye Capital LLC History No change 16,291 255 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 03, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 15,536 243 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 15,368 241 0.0% 0.0% 126 0 0.0% Q2 2026 Jul 23, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 14,988 235 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 14,421 226 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 14,344 225 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 13,119 205 0.0% 0.0% 130 0 0.0% Q2 2026 Sep 09, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 12,238 192 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 10, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 10,366 180 0.01% 0.0% 132 0 0.0% Q3 2026 Oct 29, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 10,337 162 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 10,214 160 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 19, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 10,252 160 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 14, 2026
Frec Markets, Inc. History No change 10,073 158 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 9,089 142 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 10, 2026
SIMPLEX TRADING, LLC History New 7,151 124 0.0% — 138 +7,151 New Q3 2026 Nov 04, 2026
SG Americas Securities, LLC History No change 7,153 112 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 07, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 6,088 96 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 10, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 5,500 82 0.0% 0.0% 141 0 0.0% Q2 2026 Jul 27, 2026
State of Wyoming History New 4,682 81 0.01% — 142 +4,682 New Q3 2026 Oct 28, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 4,857 76 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 12, 2026
Legal & General Group Plc History No change 4,804 75 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 4,259 66 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History No change 3,219 56 0.0% 0.0% 146 0 0.0% Q3 2026 Oct 20, 2026
Basepoint Wealth LLC History No change 3,500 54 0.03% 0.03% 147 0 0.0% Q2 2026 Aug 10, 2026
Financial Perspectives, Inc History No change 2,432 42 0.01% 0.01% 148 0 0.0% Q3 2026 Nov 03, 2026
State of Alaska, Department of Revenue History New 2,324 40 0.0% — 149 +2,324 New Q3 2026 Oct 15, 2026
Tower Research Capital LLC (TRC) History No change 2,469 38 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 2,167 37 0.0% — 151 +2,167 New Q3 2026 Oct 28, 2026
FIFTH THIRD BANCORP History No change 2,132 33 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 05, 2026
GAMMA Investing LLC History Added to 1,835 31 0.0% 0.0% 153 +88 5.04% Q3 2026 Oct 08, 2026
EverSource Wealth Advisors, LLC History Added to 1,702 29 0.0% 0.0% 154 +44 2.65% Q3 2026 Nov 04, 2026
SBI Securities Co., Ltd. History No change 1,477 25 0.0% 0.0% 155 0 0.0% Q3 2026 Oct 21, 2026
Smartleaf Asset Management LLC History No change 1,500 24 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 12, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 1,200 20 0.01% 0.01% 157 0 0.0% Q3 2026 Oct 07, 2026
Versant Capital Management, Inc History No change 1,099 19 0.0% 0.0% 158 0 0.0% Q3 2026 Oct 01, 2026
Optiver Holding B.V. History No change 1,142 17 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 12, 2026
Sterling Capital Management LLC History Reduced 965 16 0.0% 0.0% 160 -34 -3.4% Q3 2026 Oct 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 908 14 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History No change 799 13 0.01% 0.01% 162 0 0.0% Q3 2026 Oct 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 819 12 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 724 11 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 751 11 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 682 10 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 24, 2026
C M BIDWELL & ASSOCIATES LTD History No change 694 10 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 539 8 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 406 7 0.0% 0.0% 169 0 0.0% Q3 2026 Oct 16, 2026
US BANCORP \DE\ History No change 376 6 0.0% 0.0% 170 0 0.0% Q3 2026 Nov 05, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 420 6 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 430 6 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Added to 344 5 0.0% 0.0% 175 +104 43.33% Q3 2026 Oct 08, 2026
ROTHSCHILD INVESTMENT LLC History No change 375 5 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 316 5 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 14, 2026
SJS Investment Consulting Inc. History New 270 4 0.0% — 176 +270 New Q3 2026 Oct 26, 2026
Provenance Wealth Advisors, LLC History New 243 4 0.0% — 177 +243 New Q3 2026 Oct 30, 2026
Fortitude Family Office, LLC History No change 184 3 0.0% 0.0% 178 0 0.0% Q3 2026 Oct 14, 2026
True Wealth Design, LLC History Added to 153 2 0.0% 0.0% 180 +9 6.25% Q3 2026 Oct 13, 2026
Parallel Advisors, LLC History No change 118 2 0.0% 0.0% 179 0 0.0% Q3 2026 Nov 03, 2026
Caitong International Asset Management Co., Ltd History New 72 1 0.0% — 183 +72 New Q3 2026 Oct 29, 2026
Larson Financial Group LLC History Added to 94 1 0.0% 0.0% 181 +2 2.17% Q3 2026 Nov 05, 2026
Cornerstone Financial Management LLC History No change 70 1 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 28, 2026
TRUIST FINANCIAL CORP History Closed out 0 0 — 0.0% — -10,253 -100.0% Q3 2026 Oct 30, 2026
MCF Advisors LLC History Closed out 0 0 — 0.0% — -445 -100.0% Q3 2026 Oct 28, 2026
Ascentis Wealth Management, LLC History New 29 0 — — — +29 New Q3 2026 Nov 03, 2026
Root Financial Partners, LLC History New 23 0 — — — +23 New Q3 2026 Oct 21, 2026
Stone House Investment Management, LLC History Closed out 0 0 — — — -18 -100.0% Q3 2026 Oct 23, 2026
Covestor Ltd History Reduced 20 0 — 0.0% — -13 -39.39% Q3 2026 Oct 30, 2026
James T. Borello RIA History New 5 0 — — — +5 New Q3 2026 Oct 16, 2026
HUNTINGTON NATIONAL BANK History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
NATIONAL BANK OF CANADA /FI/ History No change 7 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Ancora Advisors LLC History No change 16 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Leonteq Securities AG History No change 51 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
Dedeker Financial LLC History No change 52,240 0 — — — 0 0.0% Q3 2026 Oct 23, 2026