Editas Medicine, Inc. - EDIT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TCG Crossover Management, LLC | History | No change | 11,111,111 | 36,000 | 0.87% | 0.87% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 10,589,990 | 34,311 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RA CAPITAL MANAGEMENT, L.P. | History | No change | 8,889,000 | 28,800 | 0.25% | 0.25% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commodore Capital LP | History | No change | 8,889,000 | 28,800 | 1.72% | 1.72% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 8,889,000 | 28,800 | 1.32% | 1.32% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 6,141,336 | 19,897 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paradigm Biocapital Advisors LP | History | No change | 5,586,625 | 18,100 | 0.34% | 0.34% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Opaleye Management Inc. | History | No change | 3,861,930 | 12,512 | 1.13% | 1.13% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 3,598,339 | 11,658 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vivo Capital, LLC | History | No change | 3,555,250 | 11,519 | 1.05% | 1.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 3,555,497 | 11,519 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GordonMD Global Investments LP | History | No change | 3,127,000 | 10,131 | 4.9% | 4.9% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,888,523 | 9,994 | 0.0% | 0.0% | 13 | +1,319,451 | 51.36% | Q3 2026 | Nov 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,614,036 | 8,469 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 2,468,919 | 7,999 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Logos Global Management LP | History | No change | 2,222,000 | 7,199 | 0.31% | 0.31% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 2,191,803 | 7,101 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MARSHALL WACE, LLP | History | No change | 2,037,287 | 6,600 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,901,002 | 6,159 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,862,494 | 5,959 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,572,242 | 5,094 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,332,976 | 4,318 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seven Fleet Capital Management LP | History | No change | 1,330,500 | 4,310 | 0.71% | 0.71% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,318,947 | 4,273 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 1,427,276 | 3,668 | 0.0% | 0.0% | 25 | +676,513 | 90.11% | Q3 2026 | Nov 10, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 1,032,133 | 3,344 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 868,032 | 2,812 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nantahala Capital Management, LLC | History | No change | 852,700 | 2,762 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 819,693 | 2,655 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 742,950 | 2,407 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 734,845 | 2,380 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 568,941 | 1,843 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 639,634 | 1,639 | 0.0% | 0.0% | 33 | -399,367 | -38.44% | Q3 2026 | Nov 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 498,997 | 1,616 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 602,946 | 1,549 | 0.01% | 0.0% | 35 | +331,760 | 122.34% | Q3 2026 | Nov 10, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 477,099 | 1,545 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eversept Partners, LP | History | No change | 458,809 | 1,486 | 0.08% | 0.08% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 455,661 | 1,476 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Casdin Capital, LLC | History | No change | 445,000 | 1,441 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 550,797 | 1,415 | 0.0% | 0.0% | 40 | +29,584 | 5.68% | Q3 2026 | Nov 10, 2026 |
| BARCLAYS PLC | History | Added to | 510,903 | 1,313 | 0.0% | 0.0% | 41 | +361,639 | 242.28% | Q3 2026 | Nov 06, 2026 |
| DIADEMA PARTNERS LP | History | No change | 400,000 | 1,296 | 0.16% | 0.16% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 367,147 | 1,190 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 342,165 | 1,108 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIT Capital GmbH | History | No change | 326,000 | 1,056 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 391,021 | 1,004 | 0.0% | 0.0% | 46 | +128,396 | 48.89% | Q3 2026 | Nov 05, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 309,395 | 1,002 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 231,827 | 751 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Erste Asset Management GmbH | History | No change | 230,000 | 736 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Invesco Ltd. | History | No change | 211,880 | 686 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 209,378 | 678 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Added to | 263,016 | 675 | 0.0% | 0.0% | 52 | +87,416 | 49.78% | Q3 2026 | Nov 05, 2026 |
| LPL Financial LLC | History | Added to | 240,754 | 618 | 0.0% | 0.0% | 53 | +9,639 | 4.17% | Q3 2026 | Nov 06, 2026 |
| Walleye Capital LLC | History | No change | 183,859 | 595 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DAFNA Capital Management LLC | History | No change | 170,470 | 552 | 0.11% | 0.11% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 169,291 | 548 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 151,406 | 490 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 187,930 | 464 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 177,786 | 456 | 0.0% | 0.0% | 59 | +27,922 | 18.63% | Q3 2026 | Nov 06, 2026 |
| Squarepoint Ops LLC | History | New | 177,198 | 455 | 0.0% | — | 60 | +177,198 | New | Q3 2026 | Nov 09, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 137,355 | 445 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 161,244 | 414 | 0.0% | 0.0% | 62 | -634 | -0.39% | Q3 2026 | Nov 02, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 126,000 | 408 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 158,357 | 406 | 0.0% | — | 64 | +158,357 | New | Q3 2026 | Nov 10, 2026 |
| Point72 Asset Management, L.P. | History | No change | 125,234 | 405 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 120,753 | 391 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 119,429 | 387 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 142,893 | 367 | 0.0% | 0.0% | 68 | -55,381 | -27.93% | Q3 2026 | Nov 04, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 137,863 | 354 | 0.0% | 0.0% | 69 | +20,446 | 17.41% | Q3 2026 | Nov 10, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 134,632 | 346 | 0.0% | 0.0% | 70 | +35,267 | 35.49% | Q3 2026 | Nov 06, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 126,083 | 324 | 0.0% | 0.0% | 71 | -91,702 | -42.11% | Q3 2026 | Nov 10, 2026 |
| HSBC HOLDINGS PLC | History | No change | 97,062 | 314 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 92,596 | 300 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 114,322 | 293 | 0.0% | 0.0% | 74 | +3,124 | 2.81% | Q3 2026 | Nov 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 78,602 | 255 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 74,782 | 242 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 91,231 | 234 | 0.0% | 0.0% | 77 | +14,782 | 19.34% | Q3 2026 | Nov 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 70,124 | 227 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 80,886 | 207 | 0.0% | 0.0% | 79 | +18,922 | 30.54% | Q3 2026 | Nov 04, 2026 |
| SEI INVESTMENTS CO | History | Added to | 73,084 | 187 | 0.0% | 0.0% | 80 | +4,816 | 7.05% | Q3 2026 | Nov 10, 2026 |
| MetLife Investment Management, LLC | History | No change | 56,216 | 182 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 56,132 | 181 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 68,144 | 175 | 0.0% | 0.01% | 83 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 52,088 | 168 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PROFUND ADVISORS LLC | History | New | 65,291 | 167 | 0.0% | — | 85 | +65,291 | New | Q3 2026 | Oct 28, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 64,022 | 165 | 0.01% | 0.01% | 86 | +19,598 | 44.12% | Q3 2026 | Oct 27, 2026 |
| WINTON GROUP Ltd | History | No change | 43,700 | 141 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 42,863 | 138 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 42,400 | 137 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 41,472 | 134 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 49,412 | 126 | 0.0% | 0.0% | 91 | +3,840 | 8.43% | Q3 2026 | Nov 02, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 38,305 | 124 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 37,644 | 121 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 37,638 | 121 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 36,452 | 118 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Turner Financial Group, Inc. | History | New | 44,956 | 115 | 0.12% | — | 96 | +44,956 | New | Q3 2026 | Nov 09, 2026 |
| SCS Capital Management LLC | History | No change | 35,000 | 113 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 39,243 | 111 | 0.0% | 0.0% | 98 | -52,851 | -57.39% | Q3 2026 | Oct 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 43,559 | 111 | 0.0% | 0.0% | 99 | +9,686 | 28.6% | Q3 2026 | Nov 09, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 33,138 | 107 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 40,000 | 102 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 30,296 | 98 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 27,680 | 89 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 27,265 | 88 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Focus Partners Wealth | History | No change | 27,264 | 88 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EntryPoint Capital, LLC | History | No change | 26,944 | 87 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Thrive Wealth Management, LLC | History | No change | 33,500 | 86 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 32,862 | 84 | 0.0% | — | 108 | +32,862 | New | Q3 2026 | Nov 02, 2026 |
| Corient Private Wealth LP | History | No change | 24,646 | 79 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 30,613 | 78 | 0.0% | 0.0% | 110 | +10,077 | 49.07% | Q3 2026 | Nov 10, 2026 |
| XTX Topco Ltd | History | No change | 23,968 | 77 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 30,207 | 76 | 0.0% | 0.01% | 112 | -1,000 | -3.2% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 22,465 | 72 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 21,985 | 71 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Added to | 25,019 | 64 | 0.0% | 0.0% | 115 | +6,882 | 37.94% | Q3 2026 | Oct 28, 2026 |
| Green Alpha Advisors, LLC | History | Reduced | 24,303 | 62 | 0.04% | 0.34% | 116 | -131,743 | -84.43% | Q3 2026 | Oct 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 18,740 | 60 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 18,103 | 59 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Reduced | 22,132 | 56 | 0.0% | 0.0% | 119 | -3,662 | -14.2% | Q3 2026 | Oct 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 21,478 | 55 | 0.0% | 0.0% | 120 | -40 | -0.19% | Q3 2026 | Nov 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 20,410 | 52 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Cetera Investment Advisers | History | No change | 16,153 | 52 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 19,100 | 49 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Persistent Asset Partners Ltd | History | No change | 1,023 | 47 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brevan Howard Capital Management LP | History | No change | 14,359 | 46 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 14,463 | 46 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keystone Financial Group | History | No change | 14,050 | 45 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 16,789 | 43 | 0.0% | 0.0% | 128 | -6,165 | -26.86% | Q3 2026 | Nov 02, 2026 |
| DLK Investment Management, LLC | History | Reduced | 16,619 | 42 | 0.02% | 0.03% | 129 | -1,083 | -6.12% | Q3 2026 | Oct 08, 2026 |
| Abel Hall, LLC | History | Added to | 15,994 | 41 | 0.01% | 0.01% | 130 | +1,291 | 8.78% | Q3 2026 | Oct 19, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 15,840 | 40 | 0.0% | 0.0% | 131 | -1,802 | -10.21% | Q3 2026 | Nov 10, 2026 |
| Pallas Capital Advisors LLC | History | No change | 11,711 | 37 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| StoneX Group Inc. | History | Reduced | 14,056 | 36 | 0.0% | 0.0% | 133 | -2,157 | -13.3% | Q3 2026 | Nov 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 11,028 | 35 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XPONANCE LLC | History | New | 13,077 | 33 | 0.0% | — | 135 | +13,077 | New | Q3 2026 | Nov 03, 2026 |
| R Squared Ltd | History | New | 12,551 | 32 | 0.02% | — | 138 | +12,551 | New | Q3 2026 | Nov 05, 2026 |
| Aries Wealth Management | History | No change | 12,500 | 32 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Kera Capital Partners, Inc. | History | No change | 10,019 | 32 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 12,085 | 31 | 0.0% | 0.0% | 140 | -5,666 | -31.92% | Q3 2026 | Nov 03, 2026 |
| Legal & General Group Plc | History | No change | 9,708 | 31 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | New | 11,954 | 30 | 0.0% | — | 142 | +11,954 | New | Q3 2026 | Nov 10, 2026 |
| Raiffeisen Bank International AG | History | No change | 10,000 | 30 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,245 | 26 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 10,042 | 25 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 7,365 | 23 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,586 | 22 | 0.0% | 0.0% | 146 | -416 | -4.62% | Q3 2026 | Nov 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 7,848 | 20 | 0.0% | 0.0% | 147 | +985 | 14.35% | Q3 2026 | Oct 28, 2026 |
| State of Wyoming | History | Reduced | 6,245 | 16 | 0.0% | 0.01% | 148 | -15,295 | -71.01% | Q3 2026 | Oct 28, 2026 |
| Allworth Financial LP | History | Added to | 4,380 | 14 | 0.0% | 0.0% | 150 | +200 | 4.78% | Q3 2026 | Nov 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,394 | 14 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sterling Capital Management LLC | History | Added to | 4,958 | 12 | 0.0% | 0.0% | 151 | +4,436 | 849.81% | Q3 2026 | Oct 22, 2026 |
| Dunhill Financial, LLC | History | No change | 4,000 | 12 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Activest Wealth Management | History | No change | 4,000 | 10 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 3,302 | 8 | 0.0% | 0.0% | 156 | +269 | 8.87% | Q3 2026 | Oct 26, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,422 | 8 | 0.0% | 0.0% | 155 | +106 | 3.2% | Q3 2026 | Oct 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,542 | 8 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Leonteq Securities AG | History | Added to | 2,888 | 7 | 0.0% | 0.0% | 158 | +1,479 | 104.97% | Q3 2026 | Oct 29, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,302 | 7 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,300 | 7 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forum Finance Group S.A. | History | No change | 2,500 | 7 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2,471 | 6 | 0.0% | — | 162 | +2,471 | New | Q3 2026 | Oct 29, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 2,385 | 6 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| GAMMA Investing LLC | History | Added to | 2,103 | 5 | 0.0% | 0.0% | 164 | +821 | 64.04% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,839 | 5 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,378 | 4 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,295 | 4 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 1,250 | 4 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,150 | 3 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,300 | 3 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,000 | 2 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 932 | 2 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Stone House Investment Management, LLC | History | No change | 1,000 | 2 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 829 | 2 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Costello Asset Management, INC | History | No change | 1,000 | 2 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Essential Partners LLC | History | Reduced | 570 | 1 | 0.0% | 0.0% | 185 | -1,054 | -64.9% | Q3 2026 | Oct 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 665 | 1 | 0.0% | 0.0% | 180 | +255 | 62.2% | Q3 2026 | Oct 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 480 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 500 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 530 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 311 | 1 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 400 | 1 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 700 | 1 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 649 | 1 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Fortitude Family Office, LLC | History | No change | 600 | 1 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 325 | 1 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -878,042 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,471 | -100.0% | Q3 2026 | Oct 20, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,663 | -100.0% | Q3 2026 | Nov 09, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,028 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,566 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Gibbs Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -10,308 | -100.0% | Q3 2026 | Oct 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 168 | 0 | — | 0.0% | — | -1,174 | -87.48% | Q3 2026 | Nov 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 99 | 0 | — | 0.0% | — | -815 | -89.17% | Q3 2026 | Nov 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 76 | 0 | — | 0.0% | — | -577 | -88.36% | Q3 2026 | Oct 08, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -425 | -100.0% | Q3 2026 | Oct 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 84 | 0 | — | 0.0% | — | -422 | -83.4% | Q3 2026 | Oct 16, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -359 | -99.72% | Q3 2026 | Oct 26, 2026 |
| True Wealth Design, LLC | History | Reduced | 120 | 0 | — | 0.0% | — | -292 | -70.87% | Q3 2026 | Oct 13, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -150 | -100.0% | Q3 2026 | Oct 20, 2026 |
| ASSETMARK, INC | History | New | 148 | 0 | — | — | — | +148 | New | Q3 2026 | Oct 21, 2026 |
| Root Financial Partners, LLC | History | New | 104 | 0 | — | — | — | +104 | New | Q3 2026 | Oct 21, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 25 | 0 | — | — | — | -98 | -79.67% | Q3 2026 | Nov 06, 2026 |
| US BANCORP \DE\ | History | New | 91 | 0 | — | — | — | +91 | New | Q3 2026 | Nov 05, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 78 | 0 | — | — | — | +78 | New | Q3 2026 | Oct 30, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -54 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Gen-Wealth Partners Inc | History | Closed out | 0 | 0 | — | — | — | -53 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Parallel Advisors, LLC | History | Reduced | 10 | 0 | — | — | — | -50 | -83.33% | Q3 2026 | Nov 03, 2026 |
| Covestor Ltd | History | Reduced | 65 | 0 | — | — | — | -43 | -39.81% | Q3 2026 | Oct 30, 2026 |
| Roble, Belko & Company, Inc | History | New | 40 | 0 | — | — | — | +40 | New | Q3 2026 | Nov 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 113 | 0 | — | — | — | +19 | 20.21% | Q3 2026 | Nov 09, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Oct 08, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 185 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| HM PAYSON & CO | History | No change | 210 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| North Star Investment Management Corp. | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| DT Investment Partners, LLC | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Colonial Trust Advisors | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Larson Financial Group LLC | History | No change | 289 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Versant Capital Management, Inc | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Truvestments Capital LLC | History | No change | 61 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key FInancial Inc | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Center for Financial Planning, Inc. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SHP Wealth Management | History | No change | 90 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optiver Holding B.V. | History | No change | 259 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | No change | 112 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Financial Perspectives, Inc | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| JPL Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Essential Investment Partners LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BFC Planning, Inc. | History | No change | 305 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |