Evolus, Inc. - EOLS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Nantahala Capital Management, LLC | History | No change | 5,602,021 | 38,878 | 1.29% | 1.29% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 4,840,828 | 33,595 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRAIDWELL LP | History | No change | 3,155,209 | 21,897 | 0.81% | 0.81% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frazier Life Sciences Management, L.P. | History | No change | 2,630,665 | 18,256 | 0.4% | 0.4% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PERCEPTIVE ADVISORS LLC | History | No change | 2,459,285 | 17,067 | 0.26% | 0.26% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,362,893 | 16,398 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonepine Capital Management, LLC | History | No change | 2,010,162 | 14,185 | 8.0% | 8.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 1,570,061 | 12,560 | 0.14% | 0.11% | 8 | +82,797 | 5.57% | Q3 2026 | Oct 20, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,787,929 | 12,408 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 1,697,294 | 11,779 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,608,394 | 11,165 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 1,508,518 | 10,469 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 1,436,000 | 9,965 | 0.12% | 0.12% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 1,289,888 | 8,951 | 0.44% | 0.44% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,219,419 | 8,462 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Soleus Capital Management, L.P. | History | No change | 822,428 | 5,707 | 0.2% | 0.2% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Soviero Asset Management, LP | History | No change | 770,000 | 5,343 | 2.25% | 2.25% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 752,679 | 5,223 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 651,816 | 5,214 | 0.01% | 0.01% | 19 | -256,364 | -28.23% | Q3 2026 | Oct 15, 2026 |
| AWH Capital, L.P. | History | No change | 625,000 | 4,337 | 3.04% | 3.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 545,702 | 3,787 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 530,843 | 3,684 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 519,154 | 3,602 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NORTHERN TRUST CORP | History | No change | 497,018 | 3,449 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caption Management, LLC | History | No change | 474,316 | 3,291 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 456,183 | 3,165 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 454,930 | 3,157 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 423,174 | 2,936 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CM Management, LLC | History | No change | 400,000 | 2,776 | 1.76% | 1.76% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 336,901 | 2,338 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 302,569 | 2,099 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | No change | 253,917 | 1,762 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | No change | 237,559 | 1,648 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 233,614 | 1,621 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| National Philanthropic Trust | History | No change | 200,000 | 1,388 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIADEMA PARTNERS LP | History | No change | 200,000 | 1,388 | 0.18% | 0.18% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 197,708 | 1,372 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 157,500 | 1,260 | 0.06% | 0.03% | 38 | +51,955 | 49.23% | Q3 2026 | Oct 26, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 169,934 | 1,179 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 162,849 | 1,130 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Krensavage Asset Management, LLC | History | No change | 157,985 | 1,096 | 0.42% | 0.42% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KVP Capital Advisors, LP | History | No change | 150,000 | 1,041 | 0.76% | 0.76% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 146,325 | 1,015 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Potomac Capital Management, Inc. | History | No change | 141,500 | 982 | 0.67% | 0.67% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 141,437 | 981 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 137,761 | 957 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 128,078 | 888 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 120,553 | 836 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 110,885 | 769 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 106,501 | 739 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 100,000 | 694 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 98,179 | 681 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 97,563 | 677 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 84,748 | 588 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 81,768 | 567 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 70,711 | 565 | 0.02% | 0.0% | 56 | +56,901 | 412.03% | Q3 2026 | Oct 28, 2026 |
| Seven Fleet Capital Management LP | History | No change | 78,057 | 541 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 77,648 | 538 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 76,997 | 534 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 73,232 | 508 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 68,376 | 474 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Wyoming | History | Added to | 57,598 | 460 | 0.04% | 0.03% | 62 | +18,546 | 47.49% | Q3 2026 | Oct 28, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 57,400 | 459 | 0.0% | 0.0% | 63 | +53,300 | 1300.0% | Q3 2026 | Nov 04, 2026 |
| Corient Private Wealth LP | History | No change | 63,003 | 437 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 61,448 | 426 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 60,906 | 422 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 56,947 | 395 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 55,048 | 382 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 51,267 | 355 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 43,547 | 348 | 0.0% | 0.0% | 70 | +549 | 1.28% | Q3 2026 | Nov 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 69,440 | 285 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 39,435 | 273 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 36,100 | 250 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | No change | 35,493 | 246 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 35,080 | 243 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 33,349 | 237 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 29,508 | 236 | 0.01% | — | 77 | +29,508 | New | Q3 2026 | Oct 16, 2026 |
| HSBC HOLDINGS PLC | History | No change | 32,423 | 227 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 32,545 | 225 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 31,547 | 218 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 26,342 | 210 | 0.0% | 0.0% | 81 | -1,487 | -5.34% | Q3 2026 | Oct 16, 2026 |
| BENDER ROBERT & ASSOCIATES | History | New | 25,070 | 200 | 0.04% | — | 82 | +25,070 | New | Q3 2026 | Oct 21, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 27,346 | 189 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 26,926 | 186 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 26,438 | 183 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 22,090 | 176 | 0.0% | 0.0% | 86 | -18,993 | -46.23% | Q3 2026 | Nov 02, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 25,000 | 173 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 21,347 | 149 | 0.0% | 0.0% | 88 | -901 | -4.05% | Q3 2026 | Oct 26, 2026 |
| STRS OHIO | History | New | 18,500 | 148 | 0.0% | — | 89 | +18,500 | New | Q3 2026 | Oct 30, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 20,448 | 141 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pure Financial Advisors, LLC | History | No change | 17,800 | 123 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 17,533 | 121 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INCEPTIONR LLC | History | No change | 16,213 | 112 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 16,021 | 111 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 15,833 | 109 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Inscription Capital, LLC | History | New | 13,465 | 107 | 0.01% | — | 97 | +13,465 | New | Q3 2026 | Nov 02, 2026 |
| Krilogy Financial LLC | History | Added to | 13,907 | 107 | 0.0% | 0.0% | 96 | +2,320 | 20.02% | Q3 2026 | Oct 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 15,000 | 103 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vise Technologies, Inc. | History | New | 12,641 | 101 | 0.0% | — | 99 | +12,641 | New | Q3 2026 | Oct 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 14,154 | 98 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 12,052 | 96 | 0.01% | 0.0% | 101 | +1,571 | 14.99% | Q3 2026 | Oct 27, 2026 |
| AXQ CAPITAL, LP | History | No change | 13,382 | 92 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tradition Wealth Management, LLC | History | No change | 12,700 | 88 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 12,336 | 85 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 10,670 | 85 | 0.05% | 0.04% | 105 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 11,859 | 82 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 11,921 | 82 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 11,574 | 80 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | No change | 11,100 | 77 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 11,009 | 76 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SG Americas Securities, LLC | History | No change | 10,164 | 71 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,218 | 70 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 9,080 | 63 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 8,505 | 59 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 8,113 | 56 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 5,774 | 40 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,415 | 37 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 3,581 | 28 | 0.0% | 0.0% | 118 | -749 | -17.3% | Q3 2026 | Oct 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 3,375 | 27 | 0.0% | 0.0% | 119 | +430 | 14.6% | Q3 2026 | Oct 28, 2026 |
| GAMMA Investing LLC | History | Added to | 3,288 | 26 | 0.0% | 0.0% | 121 | +1,303 | 65.64% | Q3 2026 | Oct 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,852 | 26 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,088 | 21 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,874 | 19 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 2,210 | 17 | 0.0% | 0.0% | 124 | +1,363 | 160.92% | Q3 2026 | Oct 29, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,948 | 15 | 0.0% | 0.0% | 125 | +1,739 | 832.06% | Q3 2026 | Oct 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,836 | 14 | 0.0% | 0.0% | 126 | -10,550 | -85.18% | Q3 2026 | Oct 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,206 | 14 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Union Bancaire Privee, UBP SA | History | New | 2,000 | 13 | 0.0% | — | 128 | +2,000 | New | Q3 2026 | Nov 04, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,465 | 11 | 0.0% | 0.0% | 129 | +119 | 8.84% | Q3 2026 | Oct 26, 2026 |
| Parallel Advisors, LLC | History | No change | 1,272 | 10 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Persistent Asset Partners Ltd | History | No change | 512 | 10 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,220 | 9 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,189 | 8 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | New | 900 | 7 | 0.0% | — | 135 | +900 | New | Q3 2026 | Oct 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,034 | 7 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 766 | 6 | 0.0% | 0.0% | 137 | +498 | 185.82% | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 839 | 6 | 0.0% | 0.0% | 138 | +252 | 42.93% | Q3 2026 | Oct 08, 2026 |
| IAG Wealth Partners, LLC | History | No change | 927 | 6 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 786 | 5 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 565 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 528 | 3 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fulcrum Asset Management LLP | History | New | 292 | 2 | 0.0% | — | 147 | +292 | New | Q3 2026 | Nov 04, 2026 |
| Versant Capital Management, Inc | History | Added to | 370 | 2 | 0.0% | 0.0% | 145 | +193 | 109.04% | Q3 2026 | Oct 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 301 | 2 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 316 | 2 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 300 | 2 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 291 | 2 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 127 | 1 | 0.0% | — | 152 | +127 | New | Q3 2026 | Oct 29, 2026 |
| True Wealth Design, LLC | History | Reduced | 173 | 1 | 0.0% | 0.0% | 150 | -85 | -32.95% | Q3 2026 | Oct 13, 2026 |
| Essential Partners LLC | History | Reduced | 181 | 1 | 0.0% | 0.0% | 151 | -50 | -21.65% | Q3 2026 | Oct 14, 2026 |
| US BANCORP \DE\ | History | No change | 171 | 1 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 145 | 1 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.03% | — | -91,741 | -100.0% | Q3 2026 | Nov 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -254 | -100.0% | Q3 2026 | Oct 05, 2026 |
| Root Financial Partners, LLC | History | New | 85 | 0 | — | — | — | +85 | New | Q3 2026 | Oct 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 80 | 0 | — | 0.0% | — | -84 | -51.22% | Q3 2026 | Nov 04, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | — | — | -73 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Covestor Ltd | History | Reduced | 42 | 0 | — | — | — | -27 | -39.13% | Q3 2026 | Oct 30, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 137 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 78 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NFSG Corp | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Bare Financial Services, Inc | History | No change | 116 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 96 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |