Dyne Therapeutics, Inc. - DYN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | History | Added to | 30,785,801 | 558,147 | 0.38% | 0.06% | 1 | +27,915,233 | 972.46% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 13,647,376 | 247,426 | 0.12% | 0.12% | 2 | -240,346 | -1.73% | Q1 2026 | May 18, 2026 |
| VANGUARD GROUP INC | History | No change | 11,215,565 | 219,376 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 11,699,870 | 212,118 | 0.0% | 0.0% | 4 | +509,032 | 4.55% | Q1 2026 | May 13, 2026 |
| Atlas Venture Life Science Advisors, LLC | History | No change | 9,130,465 | 165,535 | 20.95% | 20.64% | 5 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 8,908,980 | 161,519 | 0.01% | 0.01% | 6 | +2,339,059 | 35.6% | Q1 2026 | May 15, 2026 |
| Orbis Allan Gray Ltd | History | Added to | 6,762,231 | 122,599 | 0.52% | 0.39% | 7 | +1,960,303 | 40.82% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 6,653,746 | 120,632 | 0.0% | 0.0% | 8 | -38,999 | -0.58% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 6,405,069 | 116,123 | 0.0% | — | 9 | +6,405,069 | New | Q1 2026 | May 15, 2026 |
| PERCEPTIVE ADVISORS LLC | History | Added to | 4,668,839 | 84,646 | 1.66% | 1.21% | 10 | +1,189,895 | 34.2% | Q1 2026 | May 15, 2026 |
| FCPM III SERVICES B.V. | History | Reduced | 4,644,386 | 84,202 | 11.66% | 14.01% | 11 | -818,460 | -14.98% | Q1 2026 | May 15, 2026 |
| TCG Crossover Management, LLC | History | No change | 4,615,144 | 83,672 | 2.39% | 2.99% | 12 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 4,162,041 | 75,457 | 0.0% | — | 13 | +4,162,041 | New | Q1 2026 | May 08, 2026 |
| Vestal Point Capital, LP | History | Added to | 4,000,000 | 72,520 | 2.03% | 0.08% | 14 | +3,880,000 | 3233.33% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,504,114 | 63,542 | 0.0% | 0.0% | 15 | +240,685 | 7.38% | Q1 2026 | May 15, 2026 |
| ARMISTICE CAPITAL, LLC | History | Reduced | 3,175,110 | 57,564 | 1.02% | 0.76% | 16 | -74,598 | -2.3% | Q1 2026 | May 15, 2026 |
| Frazier Life Sciences Management, L.P. | History | No change | 3,153,082 | 57,165 | 1.47% | 1.66% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,253,473 | 55,601 | 0.0% | 0.0% | 18 | -296,436 | -8.35% | Q1 2026 | May 13, 2026 |
| ORBIMED ADVISORS LLC | History | Added to | 2,917,884 | 52,901 | 1.05% | 0.88% | 19 | +715,700 | 32.5% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 2,328,373 | 42,215 | 0.0% | 0.0% | 20 | +4,584 | 0.2% | Q1 2026 | May 15, 2026 |
| Siren, L.L.C. | History | Reduced | 2,229,125 | 40,414 | 1.12% | 2.04% | 21 | -1,273,816 | -36.36% | Q1 2026 | May 14, 2026 |
| Venrock Adviser, LLC | History | No change | 2,173,913 | 39,413 | 1.47% | 2.1% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 2,009,082 | 36,424 | 0.01% | 0.01% | 23 | +2,444 | 0.12% | Q1 2026 | May 13, 2026 |
| Deep Track Capital, LP | History | Reduced | 2,000,000 | 36,260 | 0.59% | 0.92% | 24 | -650,000 | -24.53% | Q1 2026 | May 15, 2026 |
| SAMLYN CAPITAL, LLC | History | Added to | 1,922,543 | 34,855 | 0.59% | 0.47% | 25 | +429,468 | 28.76% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,723,116 | 31,240 | 0.0% | 0.01% | 26 | -560,075 | -24.53% | Q1 2026 | May 15, 2026 |
| BRAIDWELL LP | History | Added to | 1,681,998 | 30,494 | 1.02% | 0.92% | 27 | +203,669 | 13.78% | Q1 2026 | May 15, 2026 |
| Palo Alto Investors LP | History | Added to | 1,652,972 | 29,968 | 4.58% | 4.01% | 28 | +180,775 | 12.28% | Q1 2026 | May 15, 2026 |
| Sofinnova Investments, Inc. | History | Reduced | 1,633,897 | 29,622 | 1.13% | 1.9% | 29 | -620,264 | -27.52% | Q1 2026 | May 15, 2026 |
| Vivo Capital, LLC | History | Reduced | 1,557,466 | 28,236 | 2.35% | 3.31% | 30 | -1,057,494 | -40.44% | Q1 2026 | May 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,443,313 | 26,167 | 0.0% | 0.0% | 31 | +560,391 | 63.47% | Q1 2026 | May 15, 2026 |
| Aberdeen Group plc | History | Added to | 1,430,384 | 25,932 | 0.04% | 0.03% | 32 | +322,239 | 29.08% | Q1 2026 | Apr 29, 2026 |
| MPM BioImpact LLC | History | Added to | 1,408,152 | 25,529 | 1.97% | 3.15% | 33 | +2,764 | 0.2% | Q1 2026 | May 15, 2026 |
| Logos Global Management LP | History | Added to | 1,400,000 | 25,382 | 1.27% | 1.48% | 34 | +150,000 | 12.0% | Q1 2026 | May 15, 2026 |
| Fiera Capital Corp | History | New | 1,380,620 | 25,030 | 0.09% | — | 35 | +1,380,620 | New | Q1 2026 | May 12, 2026 |
| Polar Capital Holdings Plc | History | Added to | 1,359,169 | 24,641 | 0.09% | 0.1% | 36 | +90,038 | 7.09% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,198,838 | 21,734 | 0.0% | 0.0% | 37 | +106,647 | 9.76% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,158,390 | 21,001 | 0.0% | 0.0% | 38 | +7,065 | 0.61% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 1,000,000 | 18,130 | 0.03% | 0.15% | 39 | -4,172,000 | -80.67% | Q1 2026 | May 15, 2026 |
| Rock Springs Capital Management LP | History | Added to | 972,198 | 17,625 | 1.04% | 0.92% | 40 | +59,243 | 6.49% | Q1 2026 | May 15, 2026 |
| Saturn V Capital Management LP | History | Reduced | 966,609 | 17,524 | 3.17% | 6.42% | 41 | -822,007 | -45.96% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 951,589 | 17,244 | 0.0% | 0.0% | 42 | +853,515 | 870.28% | Q1 2026 | May 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 947,438 | 17,177 | 0.0% | — | 43 | +947,438 | New | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 929,003 | 16,842 | 0.0% | 0.0% | 44 | -284,556 | -23.45% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 834,176 | 15,123 | 0.02% | 0.01% | 45 | +579,016 | 226.92% | Q1 2026 | May 15, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 821,849 | 14,900 | 0.15% | 0.24% | 46 | -317,019 | -27.84% | Q1 2026 | May 15, 2026 |
| BAKER BROS. ADVISORS LP | History | No change | 813,449 | 14,747 | 0.08% | 0.09% | 47 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 718,333 | 13,023 | 0.0% | 0.0% | 48 | +97,023 | 15.62% | Q1 2026 | Apr 30, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 673,949 | 12,218 | 0.32% | 0.3% | 49 | -26,704 | -3.81% | Q1 2026 | May 15, 2026 |
| Artisan Partners Limited Partnership | History | Reduced | 619,457 | 11,230 | 0.02% | 0.02% | 50 | -30,234 | -4.65% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 533,600 | 9,674 | 0.02% | 0.01% | 51 | +62,955 | 13.38% | Q1 2026 | May 14, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 529,312 | 9,596 | 0.01% | 0.01% | 52 | +109,556 | 26.1% | Q1 2026 | May 11, 2026 |
| STEMPOINT CAPITAL LP | History | Reduced | 506,075 | 9,175 | 1.78% | 2.8% | 53 | -329,125 | -39.41% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 496,590 | 9,003 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| University of Wisconsin Foundation | History | Added to | 484,745 | 8,788 | 7.8% | 6.85% | 55 | +67,995 | 16.32% | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 454,463 | 8,239 | 0.12% | 0.08% | 56 | +183,160 | 67.51% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 451,644 | 8,188 | 0.0% | 0.0% | 57 | -78,694 | -14.84% | Q1 2026 | May 14, 2026 |
| WASATCH ADVISORS LP | History | Added to | 443,668 | 8,043 | 0.05% | 0.05% | 58 | +36,708 | 9.02% | Q1 2026 | Apr 21, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 403,225 | 7,310 | 0.01% | 0.01% | 59 | -4,569 | -1.12% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 401,616 | 7,281 | 0.0% | 0.0% | 60 | +48,119 | 13.61% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 380,561 | 6,899 | 0.0% | 0.0% | 61 | -417 | -0.11% | Q1 2026 | May 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 333,497 | 6,046 | 0.01% | 0.0% | 62 | +254,235 | 320.75% | Q1 2026 | May 06, 2026 |
| Fisher Asset Management, LLC | History | Added to | 323,051 | 5,856 | 0.0% | 0.0% | 63 | +72,986 | 29.19% | Q1 2026 | May 05, 2026 |
| Catalio Capital Management, LP | History | Reduced | 282,954 | 5,129 | 1.07% | 1.8% | 64 | -236,761 | -45.56% | Q1 2026 | May 15, 2026 |
| Tetragon Partners GP Ltd | History | Added to | 258,132 | 4,679 | 0.91% | 1.02% | 65 | +10,135 | 4.09% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 253,153 | 4,589 | 0.01% | 0.01% | 66 | -159,287 | -38.62% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 248,941 | 4,513 | 0.0% | 0.0% | 67 | +111,257 | 80.81% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 240,544 | 4,361 | 0.0% | 0.0% | 68 | -986,680 | -80.4% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 239,285 | 4,338 | 0.0% | 0.0% | 69 | +24,794 | 11.56% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 234,424 | 4,250 | 0.0% | 0.0% | 70 | -166,891 | -41.59% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Added to | 228,100 | 4,135 | 0.0% | 0.0% | 71 | +5,600 | 2.52% | Q1 2026 | May 07, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 221,123 | 4,008 | 0.0% | 0.0% | 72 | +25,043 | 12.77% | Q1 2026 | May 06, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 196,188 | 3,556 | 0.11% | 0.14% | 73 | -47,088 | -19.36% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 187,223 | 3,394 | 0.0% | 0.0% | 74 | +12,203 | 6.97% | Q1 2026 | May 12, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 182,977 | 3,317 | 0.01% | 0.02% | 75 | -50,858 | -21.75% | Q1 2026 | May 15, 2026 |
| PDT Partners, LLC | History | No change | 182,986 | 3,317 | 0.2% | 0.23% | 76 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighVista Strategies LLC | History | Added to | 182,929 | 3,316 | 0.92% | 0.3% | 77 | +123,286 | 206.71% | Q1 2026 | May 15, 2026 |
| Neo Ivy Capital Management | History | Reduced | 168,753 | 3,059 | 0.81% | 0.73% | 78 | -68,714 | -28.94% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 164,887 | 2,989 | 0.0% | 0.0% | 79 | -805 | -0.49% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 162,972 | 2,954 | 0.0% | 0.0% | 80 | -34,719 | -17.56% | Q1 2026 | May 15, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | Reduced | 160,594 | 2,911 | 0.46% | 1.49% | 81 | -232,300 | -59.13% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 158,548 | 2,874 | 0.0% | 0.01% | 82 | -745,841 | -82.47% | Q1 2026 | May 15, 2026 |
| Burkehill Global Management, LP | History | No change | 155,000 | 2,810 | 0.14% | 0.2% | 83 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 154,862 | 2,807 | 0.87% | 0.7% | 84 | +39,595 | 34.35% | Q1 2026 | May 01, 2026 |
| Woodline Partners LP | History | Added to | 149,388 | 2,708 | 0.01% | 0.01% | 85 | +28,600 | 23.68% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 135,940 | 2,658 | 0.0% | 0.0% | 86 | +1,680 | 1.25% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 145,509 | 2,638 | 0.0% | 0.0% | 87 | -2,322 | -1.57% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 139,663 | 2,532 | 0.0% | 0.0% | 88 | +18,863 | 15.62% | Q1 2026 | May 15, 2026 |
| Aegis Wealth Management LLC | History | Added to | 135,030 | 2,448 | 1.4% | 0.84% | 89 | +59,122 | 77.89% | Q1 2026 | Apr 22, 2026 |
| SG Americas Securities, LLC | History | Reduced | 112,626 | 2,042 | 0.0% | 0.01% | 90 | -152,758 | -57.56% | Q1 2026 | Apr 16, 2026 |
| Legal & General Group Plc | History | Reduced | 96,462 | 1,748 | 0.0% | 0.0% | 91 | -21,660 | -18.34% | Q1 2026 | May 08, 2026 |
| Man Group plc | History | New | 95,682 | 1,734 | 0.0% | — | 92 | +95,682 | New | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 85,339 | 1,669 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 86,609 | 1,570 | 0.0% | 0.0% | 94 | +171 | 0.2% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 84,238 | 1,527 | 0.0% | 0.0% | 95 | +13,579 | 19.22% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 83,147 | 1,507 | 0.0% | 0.01% | 96 | -593,832 | -87.72% | Q1 2026 | May 14, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 82,138 | 1,489 | 0.05% | 0.05% | 97 | -4,608 | -5.31% | Q1 2026 | Apr 24, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | New | 78,765 | 1,428 | 0.03% | — | 98 | +78,765 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 77,600 | 1,406 | 0.0% | 0.0% | 99 | -146,523 | -65.38% | Q1 2026 | May 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 77,031 | 1,396 | 0.0% | 0.01% | 100 | -70,590 | -47.82% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 75,469 | 1,354 | 0.0% | 0.0% | 101 | +4,278 | 6.01% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 73,308 | 1,329 | 0.0% | — | 102 | +73,308 | New | Q1 2026 | May 08, 2026 |
| MetLife Investment Management, LLC | History | Added to | 72,841 | 1,320 | 0.01% | 0.01% | 103 | +3,242 | 4.66% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 69,215 | 1,254 | 0.0% | 0.0% | 104 | +449 | 0.65% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 68,571 | 1,243 | 0.0% | 0.0% | 105 | +4,918 | 7.73% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 68,393 | 1,239 | 0.0% | — | 106 | +68,393 | New | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 68,188 | 1,236 | 0.0% | 0.0% | 107 | +49,641 | 267.65% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 65,158 | 1,181 | 0.02% | 0.15% | 108 | -278,568 | -81.04% | Q1 2026 | Apr 27, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 63,850 | 1,157 | 0.0% | 0.0% | 109 | -3,657 | -5.42% | Q1 2026 | May 15, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 60,000 | 1,090 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Blackstone Inc. | History | New | 57,107 | 1,035 | 0.0% | — | 111 | +57,107 | New | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 56,392 | 1,022 | 0.0% | — | 112 | +56,392 | New | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 54,229 | 983 | 0.0% | — | 113 | +54,229 | New | Q1 2026 | May 01, 2026 |
| NORGES BANK | History | No change | 49,319 | 964 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 52,980 | 960 | 0.0% | 0.0% | 115 | +1,496 | 2.91% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 52,152 | 945 | 0.0% | 0.0% | 116 | +14,845 | 39.79% | Q1 2026 | May 15, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Added to | 49,475 | 896 | 0.15% | 0.15% | 117 | +1,600 | 3.34% | Q1 2026 | Apr 22, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 48,882 | 886 | 0.0% | 0.0% | 118 | +1,786 | 3.79% | Q1 2026 | May 15, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 47,927 | 868 | 0.07% | — | 119 | +47,927 | New | Q1 2026 | May 15, 2026 |
| ADAR1 Capital Management, LLC | History | Reduced | 47,463 | 860 | 0.05% | 0.08% | 120 | -5,211 | -9.89% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 44,973 | 815 | 0.0% | 0.0% | 121 | -13,782 | -23.46% | Q1 2026 | May 13, 2026 |
| Caption Management, LLC | History | Added to | 43,494 | 788 | 0.0% | 0.0% | 122 | +29,894 | 219.81% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 42,710 | 774 | 0.01% | 0.03% | 123 | -13,951 | -24.62% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 40,036 | 725 | 0.0% | 0.0% | 124 | -191,977 | -82.74% | Q1 2026 | May 08, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 39,390 | 714 | 0.0% | 0.0% | 125 | +7,828 | 24.8% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 39,233 | 711 | 0.0% | 0.0% | 126 | +14,727 | 60.1% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 37,797 | 685 | 0.0% | 0.0% | 127 | +1,140 | 3.11% | Q1 2026 | May 11, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 37,214 | 674 | 0.01% | 0.03% | 128 | -120,755 | -76.44% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 36,569 | 662 | 0.0% | 0.0% | 129 | -475,389 | -92.86% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 36,304 | 658 | 0.01% | 0.01% | 130 | +2,757 | 8.22% | Q1 2026 | Apr 29, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 35,000 | 634 | 0.04% | 0.05% | 131 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Arizona State Retirement System | History | Added to | 31,658 | 573 | 0.0% | 0.0% | 132 | +242 | 0.77% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | New | 31,062 | 563 | 0.0% | — | 133 | +31,062 | New | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 29,945 | 542 | 0.0% | 0.0% | 134 | +10,174 | 51.46% | Q1 2026 | May 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 29,600 | 536 | 0.01% | 0.01% | 135 | -14,688 | -33.16% | Q1 2026 | May 08, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 29,219 | 529 | 0.04% | 0.03% | 136 | +5,946 | 25.55% | Q1 2026 | Apr 27, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 27,728 | 502 | 0.0% | — | 137 | +27,728 | New | Q1 2026 | May 08, 2026 |
| Trexquant Investment LP | History | Reduced | 27,641 | 501 | 0.0% | 0.02% | 138 | -73,004 | -72.54% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 27,048 | 490 | 0.0% | — | 139 | +27,048 | New | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 26,683 | 483 | 0.0% | 0.0% | 140 | -2,243 | -7.75% | Q1 2026 | Apr 24, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 25,654 | 465 | 0.01% | 0.01% | 141 | +502 | 2.0% | Q1 2026 | May 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 25,400 | 460 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Elevate Capital Advisors, LLC | History | Added to | 24,600 | 445 | 0.29% | 0.31% | 143 | +486 | 2.02% | Q1 2026 | Apr 23, 2026 |
| Engineers Gate Manager LP | History | Added to | 24,420 | 442 | 0.01% | 0.01% | 144 | +2,801 | 12.96% | Q1 2026 | May 15, 2026 |
| Atom Investors LP | History | New | 24,078 | 436 | 0.03% | — | 145 | +24,078 | New | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 24,023 | 435 | 0.0% | 0.0% | 146 | +3,418 | 16.59% | Q1 2026 | May 08, 2026 |
| E Fund Management Co., Ltd. | History | New | 23,001 | 417 | 0.01% | — | 147 | +23,001 | New | Q1 2026 | Apr 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 20,575 | 373 | 0.0% | — | 148 | +20,575 | New | Q1 2026 | May 13, 2026 |
| PSP Research LLC | History | Reduced | 20,000 | 362 | 0.26% | 0.37% | 149 | -1,535 | -7.13% | Q1 2026 | Apr 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 19,372 | 351 | 0.0% | 0.0% | 150 | +6,409 | 49.44% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,297 | 349 | 0.0% | 0.0% | 151 | +6,704 | 53.24% | Q1 2026 | May 15, 2026 |
| Z3 Capital Partners, LLC | History | Added to | 19,125 | 346 | 0.09% | 0.07% | 152 | +4,075 | 27.08% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 18,364 | 332 | 0.0% | 0.0% | 153 | +3,114 | 20.42% | Q1 2026 | May 06, 2026 |
| Lion Point Capital, LP | History | No change | 18,000 | 326 | 1.95% | 1.82% | 154 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | Added to | 17,213 | 312 | 0.28% | 0.04% | 156 | +2,830 | 19.68% | Q1 2026 | May 13, 2026 |
| AlphaQuest LLC | History | No change | 15,963 | 312 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| STONERIDGE INVESTMENT PARTNERS LLC | History | New | 16,611 | 301 | 0.22% | — | 157 | +16,611 | New | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | New | 16,089 | 291 | 0.0% | — | 158 | +16,089 | New | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | New | 16,028 | 290 | 0.0% | — | 159 | +16,028 | New | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 15,161 | 274 | 0.0% | 0.0% | 160 | +893 | 6.26% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 15,000 | 271 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 14,797 | 268 | 0.0% | 0.0% | 162 | -1,277 | -7.94% | Q1 2026 | Apr 30, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 14,150 | 256 | 0.07% | 0.07% | 163 | +344 | 2.49% | Q1 2026 | May 14, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 13,172 | 238 | 0.01% | 0.02% | 164 | -22,995 | -63.58% | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | New | 12,208 | 221 | 0.0% | — | 166 | +12,208 | New | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 12,236 | 221 | 0.0% | 0.0% | 165 | +1,165 | 10.52% | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | New | 11,845 | 214 | 0.02% | — | 167 | +11,845 | New | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 11,801 | 213 | 0.0% | 0.0% | 168 | -2,598 | -18.04% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 11,628 | 210 | 0.01% | 0.0% | 169 | +10,898 | 1492.88% | Q1 2026 | May 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 11,217 | 203 | 0.0% | 0.0% | 170 | -1,483 | -11.68% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 10,907 | 197 | 0.01% | 0.01% | 171 | +465 | 4.45% | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | Reduced | 10,610 | 192 | 0.0% | 0.01% | 172 | -24,650 | -69.91% | Q1 2026 | May 14, 2026 |
| Scientech Research LLC | History | New | 10,564 | 191 | 0.16% | — | 173 | +10,564 | New | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 10,405 | 188 | 0.03% | — | 174 | +10,405 | New | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | New | 10,118 | 183 | 0.0% | — | 175 | +10,118 | New | Q1 2026 | Apr 28, 2026 |
| FARALLON CAPITAL MANAGEMENT LLC | History | No change | 10,000 | 181 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | New | 9,303 | 168 | 0.01% | — | 177 | +9,303 | New | Q1 2026 | Apr 23, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 8,588 | 155 | 0.0% | 0.0% | 178 | +1,648 | 23.75% | Q1 2026 | May 04, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 7,634 | 138 | 0.0% | 0.0% | 179 | -10,452 | -57.79% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6,880 | 124 | 0.0% | 0.0% | 180 | +2,000 | 40.98% | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,740 | 104 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 5,093 | 92 | 0.01% | 0.01% | 182 | +93 | 1.86% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 4,430 | 80 | 0.0% | 0.0% | 183 | +402 | 9.98% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,480 | 76 | 0.0% | 0.0% | 184 | +3,281 | 273.64% | Q1 2026 | May 15, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 4,150 | 72 | 0.04% | — | 185 | +4,150 | New | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 3,766 | 68 | 0.0% | 0.0% | 186 | +3,671 | 3864.21% | Q1 2026 | Apr 13, 2026 |
| KBC Group NV | History | Added to | 3,405 | 62 | 0.0% | 0.0% | 187 | +270 | 8.61% | Q1 2026 | May 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,281 | 59 | 0.0% | 0.0% | 188 | -1,885 | -36.49% | Q1 2026 | Apr 22, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 3,208 | 58 | 0.0% | 0.0% | 189 | +402 | 14.33% | Q1 2026 | Apr 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,972 | 53 | 0.0% | 0.0% | 190 | -7,527 | -71.69% | Q1 2026 | Apr 30, 2026 |
| Allworth Financial LP | History | Added to | 2,328 | 42 | 0.0% | 0.0% | 191 | +1,769 | 316.46% | Q1 2026 | May 14, 2026 |
| Chung Wu Investment Group, LLC | History | Reduced | 2,000 | 36 | 0.03% | 0.04% | 192 | -800 | -28.57% | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,973 | 35 | 0.0% | 0.0% | 193 | -477 | -19.47% | Q1 2026 | May 13, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 1,446 | 26 | 0.01% | — | 194 | +1,446 | New | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,290 | 23 | 0.0% | 0.0% | 195 | +655 | 103.15% | Q1 2026 | May 15, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,186 | 21 | 0.0% | — | 196 | +1,186 | New | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | New | 1,098 | 19 | 0.0% | — | 198 | +1,098 | New | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 1,049 | 19 | 0.0% | 0.0% | 197 | +208 | 24.73% | Q1 2026 | Apr 06, 2026 |
| US BANCORP \DE\ | History | Added to | 965 | 17 | 0.0% | 0.0% | 199 | +565 | 141.25% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 921 | 16 | 0.0% | 0.0% | 200 | +503 | 120.33% | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | No change | 859 | 15 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Larson Financial Group LLC | History | Added to | 796 | 14 | 0.0% | — | 202 | +774 | 3518.18% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | New | 750 | 13 | 0.0% | — | 204 | +750 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 769 | 13 | 0.0% | 0.0% | 203 | +214 | 38.56% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 691 | 12 | 0.0% | 0.0% | 205 | +553 | 400.72% | Q1 2026 | May 04, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 612 | 11 | 0.0% | 0.0% | 206 | -13,080 | -95.53% | Q1 2026 | May 08, 2026 |
| Essential Partners LLC | History | No change | 445 | 8 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| FIRST HORIZON CORP | History | Added to | 409 | 7 | 0.0% | 0.0% | 208 | +27 | 7.07% | Q1 2026 | Apr 30, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 278 | 5 | 0.0% | 0.0% | 209 | -42 | -13.13% | Q1 2026 | Apr 07, 2026 |
| Truvestments Capital LLC | History | No change | 295 | 5 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 240 | 4 | 0.0% | — | 213 | +240 | New | Q1 2026 | May 19, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 243 | 4 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Aspect Partners, LLC | History | No change | 225 | 4 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 210 | 3 | 0.0% | 0.0% | 214 | +40 | 23.53% | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 200 | 3 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 226 | 2 | 0.0% | 0.04% | 218 | -4,084 | -94.76% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 150 | 2 | 0.0% | — | 220 | +150 | New | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | New | 113 | 2 | 0.0% | — | 219 | +113 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 115 | 2 | 0.0% | 0.0% | 216 | +18 | 18.56% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 159 | 2 | 0.0% | 0.0% | 217 | +9 | 6.0% | Q1 2026 | Apr 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 67 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Candriam S.C.A. | History | Closed out | 0 | 0 | — | 0.1% | — | -1,057,263 | -100.0% | Q1 2026 | Apr 30, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -680,305 | -100.0% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -464,797 | -100.0% | Q1 2026 | May 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -432,986 | -100.0% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.01% | — | -386,953 | -100.0% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -329,345 | -100.0% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -284,000 | -100.0% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -168,304 | -100.0% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -165,482 | -100.0% | Q1 2026 | May 14, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -162,047 | -100.0% | Q1 2026 | May 15, 2026 |
| First Light Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -155,231 | -100.0% | Q1 2026 | May 15, 2026 |
| Lisanti Capital Growth, LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -154,445 | -100.0% | Q1 2026 | May 06, 2026 |
| Monashee Investment Management LLC | History | Closed out | 0 | 0 | — | 1.26% | — | -114,525 | -100.0% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -113,818 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -103,334 | -100.0% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -75,394 | -100.0% | Q1 2026 | May 14, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -75,235 | -100.0% | Q1 2026 | May 13, 2026 |
| Seven Fleet Capital Management LP | History | Closed out | 0 | 0 | — | 0.93% | — | -70,180 | -100.0% | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.02% | — | -46,010 | -100.0% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -42,665 | -100.0% | Q1 2026 | May 14, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -34,000 | -100.0% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.05% | — | -31,422 | -100.0% | Q1 2026 | May 08, 2026 |
| Optimize Financial Inc | History | Closed out | 0 | 0 | — | 0.3% | — | -30,310 | -100.0% | Q1 2026 | May 12, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,762 | -100.0% | Q1 2026 | May 13, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -21,296 | -100.0% | Q1 2026 | May 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -16,450 | -100.0% | Q1 2026 | May 12, 2026 |
| BIT Capital GmbH | History | Closed out | 0 | 0 | — | 0.01% | — | -15,000 | -100.0% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -14,365 | -100.0% | Q1 2026 | May 01, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,018 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,453 | -100.0% | Q1 2026 | May 15, 2026 |
| Soleus Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -3,889 | -100.0% | Q1 2026 | May 08, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,600 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -424 | -100.0% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -395 | -100.0% | Q1 2026 | May 15, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MRP Capital Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 13, 2026 |
| Park Place Capital Corp | History | New | 47 | 0 | — | — | — | +47 | New | Q1 2026 | Apr 09, 2026 |
| Advisory Services Network, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | New | 28 | 0 | — | — | — | +28 | New | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Fortitude Family Office, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | Apr 15, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 24 | 0 | — | — | — | +7 | 41.18% | Q1 2026 | Apr 07, 2026 |
| Hughes Financial Services, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 29, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| True Wealth Design, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |