Ginkgo Bioworks Holdings, Inc. - DNA

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 4,282,903 42,443 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
VIKING GLOBAL INVESTORS LP History No change 3,577,128 35,449 0.1% 0.1% 2 0 0.0% Q2 2026 Aug 14, 2026
Erste Asset Management GmbH History No change 2,536,939 25,902 0.2% 0.2% 3 0 0.0% Q2 2026 Jul 28, 2026
BAILLIE GIFFORD & CO History No change 2,391,649 23,701 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,087,293 20,685 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
Anchorage Capital Group, L.L.C. History No change 1,746,363 17,306 3.84% 3.84% 6 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 1,669,419 16,543 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 1,472,370 14,591 0.0% 0.0% 8 0 0.0% Q2 2026 Sep 22, 2026
FORBES J M & CO LLP History Reduced 977,371 12,539 0.94% 0.78% 9 -22,540 -2.25% Q3 2026 Oct 16, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,222,016 12,112 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 937,803 9,293 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
Allianz Asset Management GmbH History No change 785,798 7,787 0.01% 0.01% 12 0 0.0% Q2 2026 Sep 02, 2026
UBS Group AG History No change 691,659 6,854 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 638,676 6,329 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 621,625 6,160 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
SB INVESTMENT ADVISERS (UK) LTD History No change 610,729 6,052 0.08% 0.08% 16 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 471,921 6,050 0.0% 0.0% 17 +120,721 34.37% Q3 2026 Nov 04, 2026
GOLDMAN SACHS GROUP INC History No change 607,376 6,019 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 584,972 5,797 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 545,852 5,409 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 539,856 5,349 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 407,667 5,230 0.02% 0.02% 22 +48,884 13.62% Q3 2026 Oct 28, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History Reduced 348,852 4,475 0.4% 0.46% 23 -192,993 -35.62% Q3 2026 Oct 30, 2026
NORTHERN TRUST CORP History No change 405,141 4,014 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 394,607 3,910 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 335,710 3,326 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 312,573 3,097 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 289,273 2,860 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
Coastal Bridge Advisors, LLC History No change 276,817 2,743 0.17% 0.17% 29 0 0.0% Q2 2026 Aug 17, 2026
CITADEL ADVISORS LLC History No change 274,335 2,718 0.0% 0.0% 30 0 0.0% Q2 2026 Sep 02, 2026
IMC-Chicago, LLC History Added to 187,095 2,400 0.0% 0.0% 31 +42,284 29.2% Q3 2026 Nov 05, 2026
SIMPLEX TRADING, LLC History Added to 164,025 2,104 0.0% 0.0% 32 +102,130 165.01% Q3 2026 Nov 04, 2026
Invesco Ltd. History No change 211,723 2,098 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
BALANCE CAPITAL PARTNERS L.P. History No change 199,009 1,972 1.42% 1.42% 34 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 180,060 1,784 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 13, 2026
Susquehanna Portfolio Strategies, LLC History No change 176,231 1,746 0.03% 0.03% 36 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 170,481 1,689 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 06, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 165,281 1,637 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
PEAK6 LLC History No change 163,400 1,619 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 12, 2026
CAXTON ASSOCIATES LLP History No change 154,647 1,532 0.03% 0.03% 40 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 151,356 1,499 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 146,845 1,455 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 11, 2026
MORGAN STANLEY History No change 144,314 1,430 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 140,000 1,387 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 06, 2026
JPMORGAN CHASE & CO History No change 134,040 1,368 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 12, 2026
a16z Capital Management, L.L.C. History No change 108,568 1,075 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 14, 2026
Numerai GP LLC History No change 104,602 1,036 0.08% 0.08% 47 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 98,357 974 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 12, 2026
Ensign Peak Advisors, Inc History No change 93,979 931 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 93,528 927 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History No change 81,089 803 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 06, 2026
ALLEN OPERATIONS LLC History No change 61,951 794 0.08% 0.08% 52 0 0.0% Q3 2026 Nov 03, 2026
MARSHALL WACE, LLP History No change 77,937 772 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 75,163 744 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 11, 2026
ALLSTATE CORP History No change 70,455 698 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 67,359 667 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 65,275 646 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 65,123 645 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 07, 2026
IEQ CAPITAL, LLC History No change 63,044 624 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 11, 2026
RHUMBLINE ADVISERS History No change 61,617 610 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 11, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 61,461 609 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 47,328 607 0.0% 0.0% 62 +1,502 3.28% Q3 2026 Nov 04, 2026
TWO SIGMA INVESTMENTS, LP History No change 60,454 599 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 59,206 586 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 54,892 543 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 24, 2026
GROUP ONE TRADING LLC History No change 54,210 537 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
Q Fund Management (Hong Kong) Ltd History New 39,330 504 0.48% — 67 +39,330 New Q3 2026 Oct 13, 2026
EDGEWOOD MANAGEMENT LLC History No change 50,000 495 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 47,090 466 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 03, 2026
Quadrature Capital Ltd History No change 46,088 456 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 06, 2026
Shay Capital LLC History No change 44,842 444 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 43,114 427 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 41,908 415 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 41,800 414 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 30,176 387 0.0% 0.0% 75 -251 -0.82% Q3 2026 Nov 04, 2026
WELCH & FORBES LLC History No change 30,000 384 0.0% 0.0% 76 0 0.0% Q3 2026 Nov 04, 2026
Russell Investments Group, Ltd. History No change 37,699 373 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 06, 2026
Casdin Capital, LLC History No change 36,493 361 0.02% 0.02% 78 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Technology Lab Private Ltd History No change 34,996 347 0.08% 0.08% 79 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 55,792 342 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 33,566 332 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 03, 2026
BARCLAYS PLC History No change 29,966 296 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 28,770 285 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
Modera Wealth Management, LLC History Reduced 21,378 274 0.0% 0.0% 84 -450 -2.06% Q3 2026 Oct 28, 2026
AXQ CAPITAL, LP History No change 26,477 262 0.03% 0.03% 85 0 0.0% Q2 2026 Aug 06, 2026
Man Group plc History No change 24,208 239 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 24,059 238 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 22,500 222 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 21,933 217 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 21,096 209 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
Boston Standard Wealth Management, LLC History No change 15,165 194 0.03% 0.02% 91 0 0.0% Q3 2026 Oct 07, 2026
TriaGen Wealth Management LLC History New 14,381 184 0.04% — 92 +14,381 New Q3 2026 Oct 14, 2026
FNY Investment Advisers, LLC History Reduced 14,180 181 0.05% 0.05% 93 -786 -5.25% Q3 2026 Oct 16, 2026
Trexquant Investment LP History No change 18,004 178 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
Comprehensive Financial Management LLC History No change 17,656 174 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 16,773 166 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 15,689 155 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 15,732 155 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 15,506 153 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 19, 2026
ExodusPoint Capital Management, LP History No change 14,969 148 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 14,775 146 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 23, 2026
Arizona State Retirement System History Added to 11,247 144 0.0% 0.0% 102 +912 8.82% Q3 2026 Nov 03, 2026
Jupiter Topco LLC History No change 14,534 144 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 12,462 141 0.0% 0.0% 104 -9,883 -44.23% Q3 2026 Oct 13, 2026
Entropy Technologies, LP History No change 13,968 138 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 12,885 127 0.0% 0.0% 106 0 0.0% Q2 2026 Sep 09, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 12,800 126 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 12,300 121 0.0% 0.0% 108 0 0.0% Q2 2026 Jul 29, 2026
Graham Capital Management, L.P. History No change 11,620 115 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 11,371 112 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 10,906 108 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 10,605 105 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 10, 2026
Strategic Advocates LLC History No change 6,737 86 0.33% 0.26% 113 0 0.0% Q3 2026 Nov 03, 2026
Arax Advisory Partners History No change 7,868 77 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 10, 2026
KLP KAPITALFORVALTNING AS History No change 7,183 71 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 6,951 68 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 6,599 65 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 5,567 55 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History Reduced 3,915 50 0.0% 0.0% 119 -60 -1.51% Q3 2026 Oct 21, 2026
Aquatic Capital Management LLC History No change 4,828 47 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 4,684 46 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Investment Partners, Inc. History No change 4,322 42 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 4,110 40 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 3,700 36 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 11, 2026
PFIZER INC History No change 2,928 30 0.02% 0.02% 125 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 2,367 23 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 11, 2026
Federation des caisses Desjardins du Quebec History No change 2,250 22 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
SECURITY BENEFIT LIFE INSURANCE CO /KS/ History New 1,617 20 0.02% — 128 +1,617 New Q3 2026 Nov 05, 2026
GAMMA Investing LLC History Added to 1,338 17 0.0% 0.0% 129 +300 28.9% Q3 2026 Oct 08, 2026
Capital Advisors, Ltd. LLC History No change 1,269 16 0.0% 0.0% 130 0 0.0% Q3 2026 Oct 27, 2026
Rockefeller Capital Management L.P. History No change 1,397 13 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History Reduced 939 12 0.0% 0.0% 132 -21 -2.19% Q3 2026 Oct 22, 2026
Capital Analysts, LLC History No change 918 9 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 05, 2026
VSM Wealth Advisory, LLC History No change 1,000 9 0.0% 0.0% 134 0 0.0% Q2 2026 Jul 22, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 756 7 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 731 7 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Reduced 489 6 0.0% 0.0% 138 -119 -19.57% Q3 2026 Oct 08, 2026
Steward Partners Investment Advisory, LLC History No change 608 6 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History Reduced 441 5 0.0% 0.0% 139 -538 -54.95% Q3 2026 Nov 04, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 444 4 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History No change 457 4 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 06, 2026
Parallel Advisors, LLC History No change 312 4 0.0% 0.0% 142 0 0.0% Q3 2026 Nov 03, 2026
Penserra Capital Management LLC History No change 318 3 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 13, 2026
TFC Financial Management, Inc. History No change 300 3 0.0% 0.0% 144 0 0.0% Q3 2026 Oct 26, 2026
SIGNATUREFD, LLC History Reduced 222 2 0.0% 0.0% 147 -220 -49.77% Q3 2026 Oct 23, 2026
ROTHSCHILD INVESTMENT LLC History No change 208 2 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 06, 2026
NATIONAL BANK OF CANADA /FI/ History No change 264 2 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 10, 2026
Hughes Financial Services, LLC History Added to 92 1 0.0% — 150 +73 384.21% Q3 2026 Oct 30, 2026
JONES FINANCIAL COMPANIES LLLP History No change 112 1 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History No change 155 1 0.0% 0.0% 149 0 0.0% Q2 2026 Jul 24, 2026
Inspire Investing, LLC History Closed out 0 0 — 0.03% — -70,246 -100.0% Q3 2026 Oct 22, 2026
Creative Planning History Closed out 0 0 — 0.0% — -15,840 -100.0% Q3 2026 Nov 02, 2026
NKCFO LLC History Closed out 0 0 — 0.05% — -15,000 -100.0% Q3 2026 Nov 04, 2026
Green Alpha Advisors, LLC History Closed out 0 0 — 0.09% — -13,546 -100.0% Q3 2026 Oct 08, 2026
ProShare Advisors LLC History Closed out 0 0 — 0.0% — -12,472 -100.0% Q3 2026 Oct 28, 2026
NISA INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.0% — -3,100 -100.0% Q3 2026 Oct 20, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -1,500 -100.0% Q3 2026 Oct 16, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -591 -100.0% Q3 2026 Oct 13, 2026
IFP Advisors, Inc History Closed out 0 0 — 0.0% — -421 -100.0% Q3 2026 Oct 16, 2026
Essential Partners LLC History Reduced 76 0 — 0.0% — -385 -83.51% Q3 2026 Oct 14, 2026
True Wealth Design, LLC History Reduced 16 0 — 0.0% — -338 -95.48% Q3 2026 Oct 13, 2026
SJS Investment Consulting Inc. History Reduced 51 0 — 0.0% — -119 -70.0% Q3 2026 Oct 26, 2026
Bare Financial Services, Inc History Closed out 0 0 — — — -63 -100.0% Q3 2026 Nov 04, 2026
Root Financial Partners, LLC History New 38 0 — — — +38 New Q3 2026 Oct 21, 2026
Fortitude Family Office, LLC History Reduced 49 0 — — — -33 -40.24% Q3 2026 Oct 14, 2026
Golden State Wealth Management, LLC History Closed out 0 0 — — — -25 -100.0% Q3 2026 Nov 02, 2026
BARRETT & COMPANY, INC. History New 10 0 — — — +10 New Q3 2026 Oct 22, 2026
Balance Wealth Partners LLC History New 6 0 — — — +6 New Q3 2026 Oct 27, 2026
Gen-Wealth Partners Inc History Closed out 0 0 — — — -5 -100.0% Q3 2026 Nov 04, 2026
RMG Wealth Management LLC History Closed out 0 0 — — — -4 -100.0% Q3 2026 Oct 26, 2026
Blue Trust, Inc. History New 2 0 — — — +2 New Q3 2026 Oct 15, 2026
FLAGSHIP WEALTH ADVISORS, LLC History New 2 0 — — — +2 New Q3 2026 Nov 03, 2026
Brooklyn FI, LLC History Closed out 0 0 — — — -2 -100.0% Q3 2026 Nov 05, 2026
HARBOUR INVESTMENTS, INC. History No change 86 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Wilmington Savings Fund Society, FSB History No change 50 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
ADIRONDACK TRUST CO History No change 43 0 — — — 0 0.0% Q3 2026 Oct 14, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 75 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Hartford Financial Management Inc. History No change 65 0 — — — 0 0.0% Q3 2026 Oct 21, 2026
JFS WEALTH ADVISORS, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Nov 03, 2026
Winch Advisory Services, LLC History No change 33 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History No change 25 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
HHM Wealth Advisors, LLC History No change 100 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
HOEY INVESTMENTS, INC History No change 65 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Continuum Advisory, LLC History No change 20 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Covestor Ltd History No change 1 0 — — — 0 0.0% Q3 2026 Oct 30, 2026
Quarry LP History No change 84 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 50 0 — — — 0 0.0% Q3 2026 Oct 16, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 8 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
JPL Wealth Management, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 49 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Basecamp Wealth Advisors LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 5 0 — — — 0 0.0% Q3 2026 Oct 16, 2026
BFC Planning, Inc. History No change 18 0 — — — 0 0.0% Q2 2026 Oct 29, 2026