EyePoint, Inc. - EYPT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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
MONTANOVA CAPITAL, LLC History No change 8,296,375 118,638 2.17% 2.17% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 7,463,197 106,723 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
Cormorant Asset Management, LP History No change 7,000,000 100,100 5.13% 5.13% 3 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 5,681,052 81,239 0.12% 0.12% 4 0 0.0% Q2 2026 Aug 12, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 4,827,792 69,037 0.1% 0.1% 5 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 4,807,078 68,741 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
Commodore Capital LP History No change 4,600,000 65,780 3.92% 3.92% 7 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 3,770,381 53,897 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 3,630,252 51,912 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 13, 2026
Paradigm Biocapital Advisors LP History No change 2,890,397 41,332 0.77% 0.77% 10 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 2,357,545 33,712 0.0% 0.0% 11 0 0.0% Q2 2026 Sep 22, 2026
CITADEL ADVISORS LLC History No change 2,251,510 32,196 0.0% 0.0% 12 0 0.0% Q2 2026 Sep 02, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,062,390 29,497 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 12, 2026
Aberdeen Group plc History No change 2,008,802 28,725 0.04% 0.04% 14 0 0.0% Q2 2026 Jul 31, 2026
PERCEPTIVE ADVISORS LLC History No change 2,000,000 28,600 0.43% 0.43% 15 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 1,812,358 25,916 0.03% 0.03% 16 0 0.0% Q2 2026 Aug 14, 2026
Parkman Healthcare Partners LLC History No change 1,288,163 18,420 1.89% 1.89% 17 0 0.0% Q2 2026 Aug 14, 2026
EVENTIDE ASSET MANAGEMENT, LLC History No change 1,245,583 17,811 0.24% 0.24% 18 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,181,143 16,890 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
Essex Woodlands Management, Inc. History No change 1,084,857 15,513 6.1% 6.1% 20 0 0.0% Q2 2026 Aug 04, 2026
ORBIMED ADVISORS LLC History No change 1,069,147 15,288 0.28% 0.28% 21 0 0.0% Q2 2026 Aug 14, 2026
5AM Venture Management, LLC History No change 1,050,000 15,015 5.22% 5.22% 22 0 0.0% Q2 2026 Aug 14, 2026
Rosalind Advisors, Inc. History No change 988,230 14,131 5.25% 5.25% 23 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 971,014 13,885 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 848,410 12,132 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 841,746 12,035 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History No change 833,455 11,918 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 790,321 11,301 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
Candriam S.C.A. History No change 787,769 11,254 0.05% 0.05% 29 0 0.0% Q2 2026 Aug 13, 2026
Artia Global Partners LP History No change 767,098 10,969 2.02% 2.02% 30 0 0.0% Q2 2026 Aug 14, 2026
Blue Owl Capital Holdings LP History No change 762,594 10,905 1.64% 1.64% 31 0 0.0% Q2 2026 Aug 11, 2026
Ikarian Capital, LLC History No change 740,800 10,593 1.14% 1.14% 32 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 720,917 10,309 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
Patient Square Capital LP History No change 720,000 10,296 1.59% 1.59% 34 0 0.0% Q2 2026 Aug 12, 2026
Principia Wealth Advisory, LLC History No change 649,944 9,293 4.63% 4.63% 35 0 0.0% Q2 2026 Aug 26, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 647,613 9,260 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
Sio Capital Management, LLC History No change 623,130 8,910 1.47% 1.47% 37 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 559,216 7,996 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 535,187 7,653 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
Alyeska Investment Group, L.P. History No change 509,403 7,284 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 500,093 7,151 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
Simplify Asset Management Inc. History No change 400,044 5,720 0.08% 0.08% 42 0 0.0% Q2 2026 Jul 16, 2026
Ghisallo Capital Management LLC History No change 350,000 5,005 0.1% 0.1% 43 0 0.0% Q2 2026 Aug 14, 2026
STEMPOINT CAPITAL LP History No change 338,471 4,840 0.83% 0.83% 44 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 336,730 4,815 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 13, 2026
E Fund Management Co., Ltd. History No change 330,774 4,730 0.11% 0.11% 46 0 0.0% Q2 2026 Aug 10, 2026
Jump Financial, LLC History No change 320,757 4,586 0.04% 0.04% 47 0 0.0% Q2 2026 Aug 13, 2026
Bleichroeder LP History No change 316,515 4,526 0.81% 0.81% 48 0 0.0% Q2 2026 Aug 13, 2026
Woodline Partners LP History No change 300,463 4,296 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 14, 2026
Eversept Partners, LP History No change 297,735 4,257 0.22% 0.22% 50 0 0.0% Q2 2026 Aug 14, 2026
Rock Springs Capital Management LP History No change 268,519 3,839 0.19% 0.19% 51 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 266,910 3,816 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 03, 2026
Bank of New York Mellon Corp History No change 250,783 3,586 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 06, 2026
MYDA Advisors LLC History No change 250,000 3,575 0.53% 0.53% 54 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 241,363 3,451 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 234,809 3,357 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 12, 2026
Schonfeld Strategic Advisors LLC History No change 229,780 3,285 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 228,559 3,268 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 216,600 3,097 0.04% 0.04% 59 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 193,480 2,766 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 11, 2026
Propel Bio Management, LLC History No change 191,745 2,741 1.43% 1.43% 61 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 189,102 2,704 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 188,221 2,691 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 03, 2026
Susquehanna Portfolio Strategies, LLC History No change 187,801 2,685 0.04% 0.04% 64 0 0.0% Q2 2026 Aug 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 169,334 2,389 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 13, 2026
HighVista Strategies LLC History No change 155,704 2,226 0.51% 0.51% 66 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 152,799 2,185 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 07, 2026
SILVERBACK ASSET MANAGEMENT LLC History No change 150,000 2,145 0.23% 0.23% 68 0 0.0% Q2 2026 Aug 13, 2026
Granahan Investment Management, LLC History No change 149,387 2,136 0.08% 0.08% 69 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 142,300 2,034 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 139,770 1,998 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 135,340 1,935 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
PANAGORA ASSET MANAGEMENT INC History No change 132,214 1,890 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 06, 2026
Corient Private Wealth LP History No change 127,199 1,818 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 27, 2026
JANE STREET GROUP, LLC History No change 126,439 1,808 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 124,989 1,788 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 121,684 1,740 0.23% 0.23% 77 0 0.0% Q2 2026 Aug 06, 2026
Invesco Ltd. History No change 116,204 1,661 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 110,069 1,573 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 06, 2026
DIADEMA PARTNERS LP History No change 106,300 1,520 0.19% 0.19% 80 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 102,640 1,467 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 24, 2026
Squarepoint Ops LLC History No change 98,002 1,401 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 97,437 1,393 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 11, 2026
Caption Management, LLC History No change 95,300 1,362 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 88,802 1,270 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 07, 2026
ALGERT GLOBAL LLC History No change 78,990 1,129 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 78,574 1,123 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 77,914 1,114 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 14, 2026
Cinctive Capital Management LP History No change 72,582 1,037 0.04% 0.04% 89 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 70,739 1,011 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
WOODSTOCK CORP History No change 68,465 979 0.08% 0.08% 91 0 0.0% Q2 2026 Jul 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 75,336 971 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 65,048 930 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 60,539 865 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 11, 2026
Legal & General Group Plc History No change 59,220 846 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 58,528 836 0.14% 0.14% 96 0 0.0% Q2 2026 Aug 04, 2026
HRT FINANCIAL LP History No change 57,212 818 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History No change 51,190 732 0.01% 0.01% 98 0 0.0% Q2 2026 Jul 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 50,089 716 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 50,053 706 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 12, 2026
Erste Asset Management GmbH History No change 50,000 705 0.01% 0.01% 101 0 0.0% Q2 2026 Jul 28, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 49,129 702 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
SBI Okasan Asset Management Co.Ltd. History No change 45,700 644 0.02% 0.02% 103 0 0.0% Q2 2026 Jul 21, 2026
BARCLAYS PLC History No change 43,948 628 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 43,469 621 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
SCOTIA CAPITAL INC. History No change 41,751 597 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 11, 2026
Marex Group Ltd History No change 41,300 590 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
Legato Capital Management LLC History No change 41,047 586 0.05% 0.05% 108 0 0.0% Q2 2026 Aug 06, 2026
Magnetar Financial LLC History No change 39,737 568 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 38,888 556 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
China Universal Asset Management Co., Ltd. History No change 38,343 548 0.03% 0.03% 111 0 0.0% Q2 2026 Jul 24, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 35,635 509 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 35,134 502 0.0% 0.0% 113 0 0.0% Q2 2026 Sep 09, 2026
HighTower Advisors, LLC History No change 33,538 479 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 05, 2026
Baird Financial Group, Inc. History No change 32,732 468 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 12, 2026
NISA INVESTMENT ADVISORS, LLC History No change 29,279 418 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 10, 2026
Janney Montgomery Scott LLC History No change 28,385 406 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 05, 2026
SEI INVESTMENTS CO History No change 27,711 396 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 27,743 396 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
Jain Global LLC History No change 27,660 395 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 27,114 387 0.0% 0.0% 121 0 0.0% Q2 2026 Jul 29, 2026
Virtu Financial LLC History No change 26,380 377 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 26,155 374 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
Virtus Investment Advisers, LLC History No change 25,111 359 0.08% 0.08% 124 0 0.0% Q2 2026 Aug 11, 2026
Cyndeo Wealth Partners, LLC History No change 24,190 345 0.02% 0.02% 125 0 0.0% Q2 2026 Jul 21, 2026
MARSHALL WACE, LLP History No change 23,934 342 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 23,184 331 0.0% 0.0% 127 0 0.0% Q2 2026 Jul 23, 2026
State of New Jersey Common Pension Fund D History No change 22,930 327 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 04, 2026
PROFUND ADVISORS LLC History No change 22,136 316 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 11, 2026
GUGGENHEIM CAPITAL LLC History No change 20,900 298 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History No change 20,431 292 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 19,753 282 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 10, 2026
Arizona State Retirement System History No change 19,568 279 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 07, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 19,000 271 0.02% 0.02% 134 0 0.0% Q2 2026 Jul 31, 2026
RAYMOND JAMES FINANCIAL INC History No change 17,165 245 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 16,749 239 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 16,400 234 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 12, 2026
Rafferty Asset Management, LLC History No change 16,111 230 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 15,879 228 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
OXFORD ASSET MANAGEMENT LLP History No change 14,381 205 0.1% 0.1% 140 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 14,088 201 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
Brevan Howard Capital Management LP History No change 13,526 193 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
Persistent Asset Partners Ltd History No change 269 186 0.06% 0.06% 143 0 0.0% Q2 2026 Aug 06, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 12,907 184 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
ProShare Advisors LLC History No change 12,882 184 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 11, 2026
PRUDENTIAL FINANCIAL INC History No change 12,670 181 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 11,546 165 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 11, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 11,450 163 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 10, 2026
Engineers Gate Manager LP History No change 11,247 160 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 10,962 156 0.0% 0.0% 150 0 0.0% Q2 2026 Jul 30, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 10,750 154 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 10, 2026
PSP Research LLC History No change 10,000 143 0.08% 0.08% 152 0 0.0% Q2 2026 Jul 09, 2026
NATIXIS History No change 8,403 120 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 7,023 100 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
MCF Advisors LLC History No change 6,420 91 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 5,300 75 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History No change 3,750 53 0.0% 0.0% 157 0 0.0% Q2 2026 Jul 22, 2026
US BANCORP \DE\ History No change 3,620 51 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 12, 2026
State of Alaska, Department of Revenue History No change 3,579 51 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 20, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,805 38 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 14, 2026
KBC Group NV History No change 2,266 32 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 05, 2026
GF FUND MANAGEMENT CO. LTD. History No change 1,754 25 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 1,550 22 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,510 21 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History No change 1,179 16 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 07, 2026
Cedar Mountain Advisors, LLC History No change 1,000 14 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 02, 2026
SIGNATUREFD, LLC History No change 866 12 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 23, 2026
TOTH FINANCIAL ADVISORY CORP History No change 800 11 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 593 8 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 609 8 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History No change 498 7 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 05, 2026
Farther Finance Advisors, LLC History No change 533 7 0.0% 0.0% 172 0 0.0% Q2 2026 Jul 17, 2026
FIFTH THIRD BANCORP History No change 445 6 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 05, 2026
Sterling Capital Management LLC History No change 484 6 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 28, 2026
Larson Financial Group LLC History No change 489 6 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 346 4 0.0% 0.0% 176 0 0.0% Q2 2026 Jul 27, 2026
Versant Capital Management, Inc History Reduced 1,201 3 0.0% 0.0% 177 -69 -5.43% Q3 2026 Oct 01, 2026
Truvestments Capital LLC History No change 258 3 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 148 2 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 120 1 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 06, 2026
EverSource Wealth Advisors, LLC History No change 131 1 0.0% 0.0% 181 0 0.0% Q2 2026 Jul 24, 2026
Fortitude Family Office, LLC History No change 78 1 0.0% 0.0% 182 0 0.0% Q2 2026 Jul 20, 2026
Aster Capital Management (DIFC) Ltd History No change 110 1 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Financial Management LLC History No change 88 1 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 28, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 65 0 — 0.0% — -504 -88.58% Q3 2026 Oct 05, 2026
NATIONAL BANK OF CANADA /FI/ History No change 10 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 52 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
SBI Securities Co., Ltd. History No change 57 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Covestor Ltd History No change 34 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Caitong International Asset Management Co., Ltd History No change 49 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Keating Financial Advisory Services, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 27 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Basecamp Wealth Advisors LLC History No change 16 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 10, 2026