Design Therapeutics, Inc. - DSGN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SR ONE CAPITAL MANAGEMENT, LP | History | No change | 6,526,476 | 94,438 | 9.09% | 9.09% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Logos Global Management LP | History | No change | 3,000,000 | 43,410 | 1.87% | 1.87% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAKER BROS. ADVISORS LP | History | No change | 2,678,430 | 38,756 | 0.19% | 0.19% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 2,661,115 | 38,506 | 0.22% | 0.22% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 2,660,024 | 38,490 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caption Management, LLC | History | No change | 2,618,098 | 37,883 | 0.18% | 0.18% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 2,366,453 | 34,242 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trails Edge Capital Partners, LP | History | No change | 2,001,282 | 28,958 | 4.6% | 4.6% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frazier Life Sciences Management, L.P. | History | No change | 1,809,854 | 26,188 | 0.57% | 0.57% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vivo Capital, LLC | History | No change | 1,612,903 | 23,338 | 2.13% | 2.13% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,571,022 | 22,732 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Almitas Capital LLC | History | No change | 1,026,893 | 14,859 | 3.56% | 3.56% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 958,417 | 13,871 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sofinnova Investments, Inc. | History | No change | 865,135 | 12,518 | 0.65% | 0.65% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 776,462 | 11,235 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 765,425 | 11,075 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 736,221 | 10,653 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Woodline Partners LP | History | No change | 700,354 | 10,134 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 656,584 | 9,500 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 727,567 | 9,145 | 0.0% | 0.0% | 20 | +32,824 | 4.72% | Q3 2026 | Nov 04, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 565,597 | 8,184 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 537,479 | 7,774 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Siren, L.L.C. | History | No change | 523,212 | 7,570 | 0.15% | 0.15% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 437,079 | 6,324 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 387,913 | 5,613 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 384,036 | 5,557 | 0.1% | 0.1% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 353,197 | 5,110 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALGERT GLOBAL LLC | History | No change | 296,085 | 4,284 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACUTA CAPITAL PARTNERS, LLC | History | No change | 282,564 | 4,088 | 2.85% | 2.85% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 271,264 | 3,925 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 251,442 | 3,638 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 230,202 | 3,331 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 224,170 | 3,243 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 195,645 | 2,830 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eversept Partners, LP | History | No change | 190,000 | 2,749 | 0.14% | 0.14% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KVP Capital Advisors, LP | History | No change | 185,000 | 2,676 | 1.96% | 1.96% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J. Goldman & Co LP | History | No change | 176,770 | 2,557 | 0.07% | 0.07% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 147,714 | 2,137 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 138,521 | 2,004 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 111,103 | 1,607 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elmind Capital, LP | History | No change | 107,900 | 1,561 | 0.39% | 0.39% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 104,734 | 1,515 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DAFNA Capital Management LLC | History | No change | 102,600 | 1,484 | 0.28% | 0.28% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 112,419 | 1,418 | 0.07% | 0.08% | 44 | +22,479 | 24.99% | Q3 2026 | Oct 27, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 110,764 | 1,392 | 0.0% | — | 45 | +110,764 | New | Q3 2026 | Nov 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 95,871 | 1,387 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Bank of New York Mellon Corp | History | No change | 92,069 | 1,332 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SummitTX Capital, L.P. | History | No change | 80,663 | 1,167 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 76,825 | 1,111 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALPS ADVISORS INC | History | Added to | 82,927 | 1,042 | 0.0% | 0.0% | 50 | +19,536 | 30.82% | Q3 2026 | Nov 02, 2026 |
| Palumbo Wealth Management LLC | History | No change | 71,744 | 1,038 | 0.22% | 0.22% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 71,114 | 1,029 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 67,598 | 978 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 66,859 | 967 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 59,249 | 857 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 55,650 | 805 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 64,000 | 804 | 0.0% | 0.0% | 57 | +13,500 | 26.73% | Q3 2026 | Oct 30, 2026 |
| Verdad Advisers, LP | History | No change | 47,557 | 688 | 0.66% | 0.66% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 43,728 | 632 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 41,286 | 597 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 38,132 | 551 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 35,534 | 514 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 34,761 | 502 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 33,375 | 482 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 32,925 | 476 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 32,600 | 471 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 43,230 | 459 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 30,613 | 442 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 29,827 | 431 | 0.1% | 0.1% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | No change | 29,630 | 428 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 32,468 | 408 | 0.01% | 0.0% | 71 | +19,558 | 151.49% | Q3 2026 | Oct 16, 2026 |
| Trexquant Investment LP | History | No change | 28,150 | 407 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 28,072 | 406 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 32,089 | 403 | 0.0% | 0.0% | 74 | +16,245 | 102.53% | Q3 2026 | Nov 02, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 31,646 | 397 | 0.0% | 0.0% | 75 | -441 | -1.37% | Q3 2026 | Oct 26, 2026 |
| Corient Private Wealth LP | History | No change | 27,169 | 393 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 27,000 | 390 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 26,901 | 389 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 25,606 | 371 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 22,740 | 329 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 22,383 | 323 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 21,429 | 310 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 20,700 | 299 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 20,609 | 298 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 22,505 | 282 | 0.25% | 0.26% | 85 | +968 | 4.49% | Q3 2026 | Nov 03, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 19,400 | 280 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 19,638 | 246 | 0.0% | 0.0% | 87 | +3,758 | 23.66% | Q3 2026 | Nov 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 16,904 | 240 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 14,171 | 205 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 12,553 | 181 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | New | 14,351 | 180 | 0.01% | — | 91 | +14,351 | New | Q3 2026 | Oct 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 12,254 | 178 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 11,707 | 169 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,826 | 156 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 10,328 | 149 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,849 | 142 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5,751 | 83 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 5,610 | 81 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,908 | 71 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,684 | 53 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 4,092 | 51 | 0.0% | 0.0% | 101 | +2,833 | 225.02% | Q3 2026 | Oct 29, 2026 |
| CAZ INVESTMENTS LP | History | No change | 3,500 | 50 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Nov 04, 2026 |
| Legal & General Group Plc | History | No change | 2,987 | 43 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,025 | 43 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 3,198 | 40 | 0.0% | 0.0% | 106 | +405 | 14.5% | Q3 2026 | Oct 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,793 | 40 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 3,124 | 39 | 0.0% | 0.0% | 107 | -11,700 | -78.93% | Q3 2026 | Oct 20, 2026 |
| GAMMA Investing LLC | History | Added to | 2,135 | 26 | 0.0% | 0.0% | 109 | +685 | 47.24% | Q3 2026 | Oct 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,816 | 26 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Wyoming | History | Reduced | 1,754 | 22 | 0.0% | 0.0% | 110 | -812 | -31.64% | Q3 2026 | Oct 28, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,315 | 16 | 0.0% | 0.0% | 112 | +106 | 8.77% | Q3 2026 | Oct 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,143 | 16 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | No change | 880 | 13 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,009 | 12 | 0.0% | 0.0% | 114 | +901 | 834.26% | Q3 2026 | Oct 22, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 747 | 9 | 0.0% | 0.0% | 115 | -25 | -3.24% | Q3 2026 | Nov 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 603 | 7 | 0.0% | — | 116 | +578 | 2312.0% | Q3 2026 | Nov 04, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 421 | 5 | 0.0% | 0.0% | 117 | -112 | -21.01% | Q3 2026 | Oct 19, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 335 | 4 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 272 | 3 | 0.0% | — | 121 | +268 | 6700.0% | Q3 2026 | Oct 26, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 225 | 3 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 268 | 3 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Arax Advisory Partners | History | No change | 180 | 2 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | No change | 181 | 2 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 160 | 2 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 83 | 1 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 96 | 1 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | No change | 86 | 1 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -239 | -100.0% | Q3 2026 | Oct 05, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -239 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Parkside Financial Bank & Trust | History | New | 70 | 0 | — | — | — | +70 | New | Q3 2026 | Oct 27, 2026 |
| Root Financial Partners, LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q3 2026 | Oct 21, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 36 | 0 | — | — | — | -22 | -37.93% | Q3 2026 | Nov 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 38 | 0 | — | — | — | +18 | 90.0% | Q3 2026 | Oct 08, 2026 |
| True Wealth Design, LLC | History | Added to | 23 | 0 | — | — | — | +5 | 27.78% | Q3 2026 | Oct 13, 2026 |
| US BANCORP \DE\ | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SBI Securities Co., Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Quarry LP | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |