Eledon Pharmaceuticals, Inc. - ELDN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BVF INC/IL | History | No change | 6,293,282 | 24,795 | 0.63% | 0.63% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 5,123,842 | 20,187 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Defilade Capital Management, L.P. | History | No change | 3,525,338 | 13,889 | 1.86% | 1.86% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,417,223 | 13,463 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,510,308 | 9,890 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,101,224 | 8,278 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,956,601 | 7,710 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Catalio Capital Management, LP | History | No change | 1,695,071 | 6,678 | 1.26% | 1.26% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 1,621,969 | 6,390 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Zimmer Partners, LP | History | No change | 1,596,599 | 6,290 | 0.14% | 0.14% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | No change | 1,191,187 | 4,693 | 0.61% | 0.61% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AWM Investment Company, Inc. | History | No change | 1,100,000 | 4,334 | 0.38% | 0.38% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,048,245 | 4,130 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | History | No change | 1,039,275 | 4,094 | 0.42% | 0.42% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 979,712 | 3,860 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 883,097 | 3,479 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 647,812 | 2,552 | 0.12% | 0.12% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 22NW, LP | History | No change | 636,364 | 2,507 | 2.39% | 2.39% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 616,399 | 2,428 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 581,028 | 2,289 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CM Management, LLC | History | No change | 575,000 | 2,265 | 1.44% | 1.44% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Owl Capital Holdings LP | History | No change | 566,509 | 2,232 | 0.34% | 0.34% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 560,432 | 2,208 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 533,365 | 2,101 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 528,963 | 2,084 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 510,673 | 2,012 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MORGAN STANLEY | History | No change | 485,092 | 1,911 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 511,559 | 1,294 | 0.0% | 0.0% | 28 | -27,179 | -5.04% | Q3 2026 | Nov 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 314,979 | 1,241 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 304,707 | 1,174 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIT Capital GmbH | History | No change | 266,000 | 1,048 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 247,404 | 974 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 209,097 | 823 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | Added to | 317,509 | 803 | 0.14% | 0.22% | 34 | +14,066 | 4.64% | Q3 2026 | Oct 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 200,900 | 791 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 111,695 | 440 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 109,841 | 432 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 158,917 | 402 | 0.0% | 0.0% | 38 | -8,010 | -4.8% | Q3 2026 | Nov 05, 2026 |
| Maven Securities LTD | History | No change | 100,000 | 394 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 88,609 | 349 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 76,643 | 301 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 74,944 | 295 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 72,666 | 286 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 71,919 | 283 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 63,984 | 253 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shay Capital LLC | History | No change | 64,000 | 252 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 59,297 | 233 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daytona Street Capital LLC | History | Added to | 91,666 | 230 | 0.16% | 0.23% | 48 | +10,500 | 12.94% | Q3 2026 | Oct 15, 2026 |
| Prodigy Asset Management LLC | History | No change | 86,703 | 219 | 0.07% | 0.1% | 49 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| INGALLS & SNYDER LLC | History | No change | 51,849 | 204 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 51,011 | 200 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 50,041 | 197 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 48,165 | 189 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 74,123 | 187 | 0.0% | 0.0% | 54 | +67,802 | 1072.65% | Q3 2026 | Oct 22, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 42,028 | 166 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 40,918 | 161 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 40,923 | 161 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Virtu Financial LLC | History | No change | 40,043 | 158 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kera Capital Partners, Inc. | History | No change | 40,208 | 158 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 38,307 | 150 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PW Nova Financial Services LLC | History | No change | 58,041 | 146 | 0.03% | 0.05% | 61 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 35,925 | 141 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 35,413 | 139 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 35,473 | 139 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 33,499 | 131 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 32,945 | 129 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 32,311 | 125 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 30,344 | 119 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 46,866 | 118 | 0.0% | 0.0% | 69 | -41,731 | -47.1% | Q3 2026 | Nov 04, 2026 |
| Cetera Investment Advisers | History | No change | 28,867 | 113 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 27,121 | 106 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 26,597 | 104 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 32,400 | 99 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 39,013 | 98 | 0.0% | 0.0% | 74 | +2,935 | 8.14% | Q3 2026 | Nov 04, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 24,936 | 98 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 24,725 | 97 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 23,508 | 92 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Scientech Research LLC | History | No change | 22,844 | 90 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 21,760 | 85 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 21,451 | 84 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Jump Financial, LLC | History | No change | 21,281 | 83 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 19,434 | 76 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 19,952 | 75 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Group, LLC | History | No change | 30,001 | 75 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 30,000 | 75 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Corient Private Wealth LP | History | No change | 18,128 | 71 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 15,906 | 62 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 14,943 | 58 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independent Advisor Alliance | History | No change | 14,300 | 56 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 13,852 | 54 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 13,667 | 53 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 13,246 | 52 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 12,954 | 51 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WINTON GROUP Ltd | History | No change | 12,900 | 50 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 19,754 | 49 | 0.0% | 0.0% | 95 | +3,198 | 19.32% | Q3 2026 | Nov 02, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 12,662 | 49 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | No change | 11,889 | 46 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 11,520 | 45 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 11,500 | 45 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 11,193 | 44 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 16,830 | 43 | 0.0% | 0.0% | 101 | -43,115 | -71.92% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 10,975 | 43 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 11,132 | 43 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 16,900 | 42 | 0.0% | 0.0% | 104 | +900 | 5.63% | Q3 2026 | Oct 27, 2026 |
| Claro Advisors Inc. | History | New | 15,897 | 40 | 0.0% | — | 106 | +15,897 | New | Q3 2026 | Nov 02, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 16,000 | 40 | 0.0% | 0.01% | 105 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 14,143 | 35 | 0.0% | 0.01% | 107 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| StoneX Group Inc. | History | New | 11,350 | 33 | 0.0% | — | 108 | +11,350 | New | Q3 2026 | Nov 03, 2026 |
| SIGNATUREFD, LLC | History | No change | 12,935 | 32 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HUB Investment Partners, LLC | History | New | 11,746 | 29 | 0.0% | — | 110 | +11,746 | New | Q3 2026 | Nov 03, 2026 |
| Creative Planning | History | Reduced | 11,104 | 28 | 0.0% | 0.0% | 111 | -12,355 | -52.67% | Q3 2026 | Nov 02, 2026 |
| Apollon Financial, LLC | History | New | 11,258 | 28 | 0.0% | — | 112 | +11,258 | New | Q3 2026 | Oct 23, 2026 |
| Legal & General Group Plc | History | No change | 7,000 | 27 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,030 | 27 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 10,000 | 25 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Everhart Financial Group, Inc. | History | No change | 10,000 | 25 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | No change | 10,000 | 25 | 0.02% | 0.03% | 117 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| FMR LLC | History | No change | 6,235 | 24 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,073 | 24 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,984 | 23 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 5,984 | 23 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GK Wealth Management LLC | History | Reduced | 7,987 | 20 | 0.01% | 0.02% | 122 | -3,500 | -30.47% | Q3 2026 | Oct 09, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 4,566 | 17 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,200 | 16 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,886 | 15 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,500 | 9 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,000 | 7 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Allworth Financial LP | History | No change | 1,954 | 7 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,527 | 6 | 0.0% | 0.0% | 129 | +2,257 | 835.93% | Q3 2026 | Oct 22, 2026 |
| Midwest Capital Advisors, LLC | History | New | 2,000 | 5 | 0.0% | — | 136 | +2,000 | New | Q3 2026 | Nov 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,408 | 5 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,398 | 5 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,275 | 5 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,500 | 5 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Costello Asset Management, INC | History | No change | 2,000 | 5 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Sankala Group LLC | History | No change | 1,425 | 5 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GAMMA Investing LLC | History | Added to | 1,709 | 4 | 0.0% | 0.0% | 139 | +521 | 43.86% | Q3 2026 | Oct 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,102 | 4 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,047 | 4 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,305 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Navigoe, LLC | History | No change | 1,005 | 2 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 428 | 1 | 0.0% | 0.0% | 143 | -1,015 | -70.34% | Q3 2026 | Nov 04, 2026 |
| Archer Investment Corp | History | New | 500 | 1 | 0.0% | — | 145 | +500 | New | Q3 2026 | Nov 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 453 | 1 | 0.0% | 0.0% | 144 | -184 | -28.89% | Q3 2026 | Oct 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 419 | 1 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,615 | -100.0% | Q3 2026 | Oct 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,500 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,000 | -100.0% | Q3 2026 | Oct 20, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,086 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Ellis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Essential Partners LLC | History | Reduced | 130 | 0 | — | 0.0% | — | -909 | -87.49% | Q3 2026 | Oct 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 72 | 0 | — | 0.0% | — | -422 | -85.43% | Q3 2026 | Oct 13, 2026 |
| Parkside Financial Bank & Trust | History | New | 174 | 0 | — | — | — | +174 | New | Q3 2026 | Oct 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 249 | 0 | — | — | — | +163 | 189.53% | Q3 2026 | Oct 26, 2026 |
| Root Financial Partners, LLC | History | New | 111 | 0 | — | — | — | +111 | New | Q3 2026 | Oct 21, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -59 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 54 | 0 | — | — | — | -54 | -50.0% | Q3 2026 | Oct 29, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q3 2026 | Oct 30, 2026 |
| IFP Advisors, Inc | History | Added to | 29 | 0 | — | — | — | +21 | 262.5% | Q3 2026 | Oct 16, 2026 |
| Clearstead Advisors, LLC | History | No change | 92 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 132 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 322 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Quaker Wealth Management, LLC | History | No change | 191 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SBI Securities Co., Ltd. | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Byrne Asset Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| JPL Wealth Management, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 352 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Planning Strategies Inc. | History | No change | 181 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |