4D Molecular Therapeutics, Inc. - FDMT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RA CAPITAL MANAGEMENT, L.P. | History | Added to | 5,653,211 | 42,399 | 0.43% | 0.49% | 1 | +1,090,000 | 23.89% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 4,635,875 | 34,726 | 0.02% | 0.01% | 2 | +2,882,508 | 164.4% | Q4 2025 | Feb 17, 2026 |
| BVF INC/IL | History | No change | 4,629,289 | 34,719 | 1.17% | 1.63% | 3 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 4,302,905 | 32,271 | 0.0% | 0.0% | 4 | +174,489 | 4.23% | Q4 2025 | Mar 25, 2026 |
| BlackRock, Inc. | History | Added to | 4,064,876 | 30,486 | 0.0% | 0.0% | 5 | +195,746 | 5.06% | Q4 2025 | Feb 12, 2026 |
| Novo Holdings A/S | History | Added to | 3,650,737 | 27,380 | 2.13% | 1.12% | 6 | +1,650,737 | 82.54% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 3,093,527 | 23,201 | 0.0% | 0.0% | 7 | +518,405 | 20.13% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 2,688,880 | 20,166 | 0.0% | 0.0% | 8 | +1,785,106 | 197.52% | Q4 2025 | Feb 13, 2026 |
| ARMISTICE CAPITAL, LLC | History | Added to | 1,936,000 | 14,520 | 0.17% | 0.14% | 9 | +840,000 | 76.64% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 1,609,482 | 12,071 | 0.02% | 0.02% | 10 | +14,650 | 0.92% | Q4 2025 | Feb 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 1,539,860 | 11,548 | 0.01% | — | 11 | +1,539,860 | New | Q4 2025 | Feb 17, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 1,235,156 | 9,263 | 0.01% | 0.0% | 12 | +1,060,156 | 605.8% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,012,025 | 7,591 | 0.0% | 0.0% | 13 | +98,506 | 10.78% | Q4 2025 | Feb 09, 2026 |
| Evergreen Quality Fund GP, Ltd. | History | New | 951,474 | 7,136 | 0.14% | — | 14 | +951,474 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 832,591 | 6,244 | 0.0% | 0.0% | 15 | +13,325 | 1.63% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 704,207 | 5,281 | 0.0% | 0.0% | 16 | +160,876 | 29.61% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 672,695 | 5,045 | 0.0% | 0.0% | 17 | -163,216 | -19.53% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 512,900 | 3,846 | 0.01% | 0.0% | 18 | +199,714 | 63.77% | Q4 2025 | Feb 12, 2026 |
| Parkman Healthcare Partners LLC | History | Added to | 503,431 | 3,775 | 0.36% | 0.18% | 19 | +303,431 | 151.72% | Q4 2025 | Feb 17, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 485,389 | 3,640 | 0.08% | 0.08% | 20 | -18,726 | -3.71% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 477,505 | 3,581 | 0.0% | 0.0% | 21 | +6,235 | 1.32% | Q4 2025 | Feb 18, 2026 |
| BAKER BROS. ADVISORS LP | History | New | 475,737 | 3,568 | 0.02% | — | 22 | +475,737 | New | Q4 2025 | Feb 17, 2026 |
| RTW INVESTMENTS, LP | History | New | 475,737 | 3,568 | 0.04% | — | 23 | +475,737 | New | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 353,391 | 2,650 | 0.0% | 0.0% | 24 | +47,534 | 15.54% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 337,503 | 2,531 | 0.0% | 0.0% | 25 | +64,007 | 23.4% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 313,820 | 2,353 | 0.0% | 0.0% | 26 | -21,766 | -6.49% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 296,199 | 2,221 | 0.0% | 0.01% | 27 | -367,458 | -55.37% | Q4 2025 | Jan 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 294,841 | 2,211 | 0.0% | 0.0% | 28 | +236,835 | 408.29% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 279,505 | 2,096 | 0.0% | 0.0% | 29 | -234,010 | -45.57% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 275,300 | 2,064 | 0.0% | 0.01% | 30 | -274,400 | -49.92% | Q4 2025 | Feb 17, 2026 |
| Burkehill Global Management, LP | History | New | 275,000 | 2,062 | 0.14% | — | 31 | +275,000 | New | Q4 2025 | Feb 17, 2026 |
| Peapod Lane Capital LLC | History | Reduced | 268,024 | 2,010 | 1.71% | 2.5% | 32 | -54,057 | -16.78% | Q4 2025 | Jan 28, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 241,103 | 1,808 | 0.0% | 0.0% | 33 | +99,688 | 70.49% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 231,292 | 1,734 | 0.0% | 0.0% | 34 | +136,392 | 143.72% | Q4 2025 | Jan 29, 2026 |
| Privium Fund Management B.V. | History | Added to | 210,000 | 1,575 | 0.29% | 0.31% | 35 | +12,542 | 6.35% | Q4 2025 | Feb 03, 2026 |
| Woodline Partners LP | History | New | 200,001 | 1,500 | 0.01% | — | 36 | +200,001 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 174,413 | 1,308 | 0.0% | 0.0% | 37 | +18,701 | 12.01% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 170,639 | 1,279 | 0.0% | 0.0% | 38 | +76,811 | 81.86% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 161,982 | 1,214 | 0.01% | 0.01% | 39 | -17,093 | -9.55% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 158,769 | 1,190 | 0.0% | 0.0% | 40 | +64,850 | 69.05% | Q4 2025 | Feb 12, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 30,000 | 1,170 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Invesco Ltd. | History | Added to | 153,142 | 1,148 | 0.0% | 0.0% | 42 | +26,563 | 20.99% | Q4 2025 | Feb 19, 2026 |
| Perigon Wealth Management, LLC | History | No change | 146,133 | 1,095 | 0.02% | 0.03% | 43 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 136,739 | 1,025 | 0.0% | 0.0% | 44 | -4,977 | -3.51% | Q4 2025 | Feb 10, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 130,252 | 976 | 0.0% | 0.0% | 45 | -5,218 | -3.85% | Q4 2025 | Feb 17, 2026 |
| ADAR1 Capital Management, LLC | History | Added to | 116,712 | 875 | 0.06% | 0.01% | 46 | +100,000 | 598.37% | Q4 2025 | Feb 18, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 111,822 | 838 | 0.0% | 0.0% | 47 | +101,722 | 1007.15% | Q4 2025 | Feb 17, 2026 |
| SILVERARC CAPITAL MANAGEMENT, LLC | History | New | 100,000 | 750 | 0.1% | — | 48 | +100,000 | New | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 96,364 | 722 | 0.0% | 0.0% | 49 | -1,053,037 | -91.62% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 91,084 | 683 | 0.0% | 0.0% | 50 | +21,465 | 30.83% | Q4 2025 | Feb 13, 2026 |
| Rafferty Asset Management, LLC | History | New | 83,413 | 625 | 0.0% | — | 51 | +83,413 | New | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | New | 74,269 | 557 | 0.01% | — | 52 | +74,269 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 71,721 | 537 | 0.0% | 0.0% | 53 | +24,884 | 53.13% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 70,889 | 531 | 0.0% | 0.0% | 54 | +35,089 | 98.01% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 67,400 | 505 | 0.0% | 0.0% | 55 | +26,800 | 66.01% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 65,649 | 492 | 0.0% | 0.0% | 56 | +79 | 0.12% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 65,022 | 487 | 0.01% | 0.02% | 57 | +25,039 | 62.62% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 55,100 | 413 | 0.0% | 0.0% | 58 | -10,190 | -15.61% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 53,845 | 403 | 0.0% | 0.0% | 59 | -10,334 | -16.1% | Q4 2025 | Feb 13, 2026 |
| Principia Wealth Advisory, LLC | History | New | 53,668 | 402 | 0.25% | — | 60 | +53,668 | New | Q4 2025 | Feb 10, 2026 |
| Walleye Capital LLC | History | New | 50,762 | 380 | 0.0% | — | 61 | +50,762 | New | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 50,000 | 375 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 46,979 | 352 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 46,620 | 349 | 0.0% | 0.0% | 64 | +15,631 | 50.44% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 46,300 | 347 | 0.0% | 0.0% | 65 | +10,853 | 30.62% | Q4 2025 | Feb 17, 2026 |
| Decheng Capital LLC | History | Reduced | 44,311 | 332 | 0.04% | 0.14% | 66 | -48,437 | -52.22% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 44,195 | 331 | 0.0% | 0.0% | 67 | +6,485 | 17.2% | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | New | 40,464 | 303 | 0.0% | — | 68 | +40,464 | New | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 39,175 | 293 | 0.0% | — | 69 | +39,175 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 38,747 | 291 | 0.0% | 0.0% | 70 | -6,281 | -13.95% | Q4 2025 | Feb 17, 2026 |
| Rangeley Capital, LLC | History | Reduced | 38,665 | 289 | 0.24% | 0.32% | 71 | -4,000 | -9.38% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 36,084 | 270 | 0.0% | 0.0% | 72 | +180 | 0.5% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | New | 33,830 | 253 | 0.0% | — | 73 | +33,830 | New | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 31,815 | 238 | 0.0% | — | 74 | +31,815 | New | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 30,851 | 231 | 0.01% | — | 75 | +30,851 | New | Q4 2025 | Feb 06, 2026 |
| AXQ CAPITAL, LP | History | Added to | 30,755 | 230 | 0.05% | 0.04% | 76 | +17,876 | 138.8% | Q4 2025 | Feb 10, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 30,131 | 225 | 0.0% | 0.0% | 77 | -24,970 | -45.32% | Q4 2025 | Feb 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 29,716 | 223 | 0.02% | 0.01% | 78 | +17,815 | 149.69% | Q4 2025 | Jan 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 28,938 | 217 | 0.0% | — | 79 | +28,938 | New | Q4 2025 | Feb 05, 2026 |
| Kera Capital Partners, Inc. | History | No change | 24,068 | 213 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 27,758 | 208 | 0.0% | 0.0% | 81 | -118,149 | -80.98% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 27,034 | 202 | 0.0% | 0.0% | 82 | +8,546 | 46.22% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 25,092 | 188 | 0.0% | 0.0% | 85 | +6,691 | 36.36% | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | No change | 25,100 | 188 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Peloton Wealth Strategists | History | No change | 25,000 | 188 | 0.07% | 0.09% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | New | 25,000 | 187 | 0.0% | — | 86 | +25,000 | New | Q4 2025 | Feb 02, 2026 |
| Virtus Investment Advisers, LLC | History | New | 24,541 | 184 | 0.05% | — | 87 | +24,541 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 23,538 | 176 | 0.0% | 0.0% | 88 | +4,638 | 24.54% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | New | 23,845 | 174 | 0.0% | — | 89 | +23,845 | New | Q4 2025 | Feb 03, 2026 |
| EntryPoint Capital, LLC | History | New | 22,324 | 167 | 0.07% | — | 90 | +22,324 | New | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 20,009 | 150 | 0.0% | — | 91 | +20,009 | New | Q4 2025 | Feb 12, 2026 |
| PDT Partners, LLC | History | No change | 20,097 | 150 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Landing Point Financial Group, LLC | History | New | 19,000 | 142 | 0.07% | — | 93 | +19,000 | New | Q4 2025 | Feb 11, 2026 |
| Polymer Capital Management (US) LLC | History | New | 18,035 | 135 | 0.01% | — | 95 | +18,035 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 18,054 | 135 | 0.0% | 0.0% | 94 | +17,929 | 14343.2% | Q4 2025 | Mar 16, 2026 |
| Parallel Advisors, LLC | History | Reduced | 17,887 | 134 | 0.0% | 0.0% | 96 | -1,858 | -9.41% | Q4 2025 | Feb 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 17,628 | 132 | 0.0% | 0.0% | 97 | -1,023 | -5.48% | Q4 2025 | Feb 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 11,280 | 127 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ballentine Partners, LLC | History | Added to | 16,529 | 123 | 0.0% | 0.0% | 99 | +170 | 1.04% | Q4 2025 | Feb 03, 2026 |
| DnB Asset Management AS | History | Reduced | 16,123 | 120 | 0.0% | 0.0% | 100 | -5,516 | -25.49% | Q4 2025 | Feb 05, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 15,770 | 118 | 0.01% | 0.02% | 101 | -7,230 | -31.43% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 15,731 | 117 | 0.01% | 0.01% | 102 | +436 | 2.85% | Q4 2025 | Feb 09, 2026 |
| SG Americas Securities, LLC | History | New | 15,531 | 116 | 0.0% | — | 103 | +15,531 | New | Q4 2025 | Jan 09, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 15,123 | 113 | 0.01% | 0.01% | 104 | +4,045 | 36.51% | Q4 2025 | Feb 10, 2026 |
| Brooklyn Investment Group | History | Reduced | 13,318 | 102 | 0.0% | 0.01% | 105 | -12,846 | -49.1% | Q4 2025 | Feb 12, 2026 |
| Trexquant Investment LP | History | Reduced | 13,229 | 99 | 0.0% | 0.01% | 106 | -68,125 | -83.74% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 12,595 | 94 | 0.0% | — | 109 | +12,595 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 12,659 | 94 | 0.0% | 0.0% | 108 | +9,164 | 262.2% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 12,543 | 94 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GABELLI FUNDS LLC | History | New | 12,000 | 90 | 0.0% | — | 110 | +12,000 | New | Q4 2025 | Feb 05, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 11,775 | 88 | 0.0% | 0.0% | 112 | +1,303 | 12.44% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 11,812 | 88 | 0.0% | 0.0% | 111 | +139 | 1.19% | Q4 2025 | Feb 13, 2026 |
| Inscription Capital, LLC | History | No change | 10,783 | 80 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 10,310 | 77 | 0.0% | — | 114 | +10,310 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 9,975 | 74 | 0.0% | 0.0% | 115 | -2,888 | -22.45% | Q4 2025 | Feb 13, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 9,310 | 69 | 0.01% | 0.01% | 116 | +1,124 | 13.73% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,175 | 53 | 0.0% | 0.0% | 117 | -131 | -1.79% | Q4 2025 | Feb 06, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 6,370 | 48 | 0.0% | 0.0% | 118 | +6,186 | 3361.96% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,998 | 44 | 0.0% | 0.0% | 119 | -83,626 | -93.31% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 4,978 | 37 | 0.0% | 0.0% | 120 | +56 | 1.14% | Q4 2025 | Jan 26, 2026 |
| Legal & General Group Plc | History | No change | 3,695 | 27 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,355 | 25 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 3,410 | 25 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 3,251 | 24 | 0.0% | 0.0% | 124 | -400 | -10.96% | Q4 2025 | Jan 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 2,776 | 20 | 0.0% | 0.0% | 125 | +970 | 53.71% | Q4 2025 | Jan 26, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,471 | 18 | 0.0% | 0.0% | 126 | -30 | -1.2% | Q4 2025 | Feb 17, 2026 |
| Torren Management, LLC | History | New | 2,361 | 17 | 0.01% | — | 129 | +2,361 | New | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,255 | 17 | 0.0% | — | 127 | +2,255 | New | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,326 | 17 | 0.0% | 0.0% | 128 | -445 | -16.06% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,219 | 16 | 0.0% | 0.0% | 130 | +71 | 3.31% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 1,651 | 12 | 0.0% | 0.0% | 131 | +501 | 43.57% | Q4 2025 | Jan 05, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,261 | 9 | 0.0% | 0.0% | 132 | -477 | -27.45% | Q4 2025 | Feb 05, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,122 | 8 | 0.0% | 0.0% | 133 | +117 | 11.64% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 632 | 4 | 0.0% | 0.0% | 135 | -4,320 | -87.24% | Q4 2025 | Jan 23, 2026 |
| Versant Capital Management, Inc | History | No change | 615 | 4 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Arax Advisory Partners | History | Reduced | 453 | 3 | 0.0% | 0.0% | 136 | -5,585 | -92.5% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 428 | 3 | 0.0% | — | 138 | +428 | New | Q4 2025 | Mar 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 500 | 3 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 212 | 1 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Pacific Center for Financial Services | History | No change | 207 | 1 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48,806 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,917 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,825 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Proficio Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,121 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Zuckerman Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,676 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | — | — | -57 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sound Income Strategies, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 22 | 0 | — | — | — | +17 | 340.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 35 | 0 | — | — | — | -1 | -2.78% | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| IFP Advisors, Inc | History | No change | 78 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 95 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |