4D Molecular Therapeutics, Inc. - FDMT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | History | Added to | 5,247,151 | 48,868 | 0.02% | 0.02% | 1 | +611,276 | 13.19% | Q1 2026 | May 18, 2026 |
| RA CAPITAL MANAGEMENT, L.P. | History | Reduced | 5,049,779 | 47,013 | 0.5% | 0.43% | 2 | -603,432 | -10.67% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 4,205,438 | 39,152 | 0.0% | 0.0% | 3 | -97,467 | -2.27% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 4,145,303 | 38,592 | 0.0% | 0.0% | 4 | +80,427 | 1.98% | Q1 2026 | May 13, 2026 |
| Novo Holdings A/S | History | No change | 3,650,737 | 33,988 | 2.75% | 2.13% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BVF INC/IL | History | Reduced | 2,879,289 | 26,806 | 0.85% | 1.17% | 6 | -1,750,000 | -37.8% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 2,707,875 | 25,210 | 0.0% | 0.0% | 7 | +18,995 | 0.71% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 3,093,527 | 23,201 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ARMISTICE CAPITAL, LLC | History | Added to | 2,000,000 | 18,620 | 0.33% | 0.17% | 9 | +64,000 | 3.31% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 1,605,156 | 14,944 | 0.02% | 0.01% | 10 | +370,000 | 29.96% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 1,432,260 | 13,334 | 0.02% | 0.02% | 11 | -177,222 | -11.01% | Q1 2026 | May 11, 2026 |
| Trails Edge Capital Partners, LP | History | New | 1,302,917 | 12,130 | 2.78% | — | 12 | +1,302,917 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,065,345 | 9,921 | 0.0% | 0.0% | 13 | +53,320 | 5.27% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 974,173 | 9,069 | 0.0% | 0.0% | 14 | +141,582 | 17.0% | Q1 2026 | May 15, 2026 |
| Evergreen Quality Fund GP, Ltd. | History | No change | 951,474 | 8,858 | 0.2% | 0.14% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 708,044 | 6,591 | 0.0% | 0.0% | 16 | +3,837 | 0.54% | Q1 2026 | May 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 578,265 | 5,383 | 0.01% | 0.01% | 17 | +65,365 | 12.74% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 561,805 | 5,230 | 0.0% | 0.0% | 18 | +403,036 | 253.85% | Q1 2026 | Apr 30, 2026 |
| Parkman Healthcare Partners LLC | History | Added to | 522,577 | 4,865 | 0.5% | 0.36% | 19 | +19,146 | 3.8% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 522,823 | 4,862 | 0.0% | 0.0% | 20 | +227,982 | 77.32% | Q1 2026 | May 07, 2026 |
| RTW INVESTMENTS, LP | History | No change | 475,737 | 4,429 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Propel Bio Management, LLC | History | New | 380,420 | 3,581 | 2.26% | — | 22 | +380,420 | New | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 415,655 | 3,562 | 0.0% | 0.0% | 23 | +136,150 | 48.71% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 345,410 | 3,215 | 0.0% | 0.0% | 24 | -327,285 | -48.65% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 342,034 | 3,184 | 0.0% | 0.0% | 25 | +28,214 | 8.99% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 328,379 | 3,057 | 0.0% | 0.0% | 26 | -25,012 | -7.08% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 317,096 | 2,952 | 0.0% | 0.0% | 27 | +246,207 | 347.31% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 310,684 | 2,892 | 0.0% | 0.0% | 28 | +157,542 | 102.87% | Q1 2026 | May 12, 2026 |
| Burkehill Global Management, LP | History | No change | 275,000 | 2,560 | 0.13% | 0.14% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 266,147 | 2,477 | 0.0% | 0.0% | 30 | -211,358 | -44.26% | Q1 2026 | May 14, 2026 |
| Peapod Lane Capital LLC | History | Reduced | 241,480 | 2,209 | 1.81% | 1.71% | 31 | -26,544 | -9.9% | Q1 2026 | May 01, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 275,300 | 2,064 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 208,028 | 1,936 | 0.0% | 0.0% | 33 | +33,615 | 19.27% | Q1 2026 | May 15, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 202,864 | 1,888 | 0.05% | 0.08% | 34 | -282,525 | -58.21% | Q1 2026 | May 15, 2026 |
| Woodline Partners LP | History | No change | 200,001 | 1,862 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Privium Fund Management B.V. | History | Reduced | 170,256 | 1,585 | 0.33% | 0.29% | 36 | -39,744 | -18.93% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 158,120 | 1,472 | 0.0% | 0.0% | 37 | -73,172 | -31.64% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 146,197 | 1,361 | 0.02% | 0.02% | 38 | +64 | 0.04% | Q1 2026 | Apr 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 133,607 | 1,243 | 0.0% | 0.0% | 39 | -3,132 | -2.29% | Q1 2026 | May 05, 2026 |
| Exome Asset Management LLC | History | New | 130,564 | 1,215 | 0.63% | — | 40 | +130,564 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 124,317 | 1,157 | 0.0% | 0.0% | 41 | -213,186 | -63.17% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 118,694 | 1,105 | 0.0% | 0.0% | 42 | -122,409 | -50.77% | Q1 2026 | May 12, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 116,712 | 1,086 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Opaleye Management Inc. | History | New | 112,291 | 1,045 | 0.14% | — | 44 | +112,291 | New | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 108,872 | 1,013 | 0.0% | 0.0% | 45 | -21,380 | -16.41% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 101,511 | 945 | 0.0% | 0.0% | 46 | +10,427 | 11.45% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 101,110 | 941 | 0.01% | 0.01% | 47 | -60,872 | -37.58% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 83,405 | 776 | 0.01% | 0.01% | 48 | +18,383 | 28.27% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 83,333 | 775 | 0.0% | 0.0% | 49 | -212,866 | -71.87% | Q1 2026 | Apr 20, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 71,396 | 664 | 0.0% | 0.0% | 50 | -12,017 | -14.41% | Q1 2026 | May 15, 2026 |
| Simplify Asset Management Inc. | History | New | 70,430 | 655 | 0.01% | — | 51 | +70,430 | New | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 70,097 | 652 | 0.0% | 0.0% | 52 | +4,448 | 6.78% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 62,513 | 581 | 0.0% | 0.0% | 53 | -9,208 | -12.84% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 54,101 | 503 | 0.0% | 0.0% | 54 | +256 | 0.48% | Q1 2026 | May 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 50,000 | 465 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 47,328 | 440 | 0.0% | 0.0% | 56 | +349 | 0.74% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 45,777 | 426 | 0.0% | 0.0% | 57 | +9,693 | 26.86% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 45,359 | 422 | 0.0% | — | 58 | +45,359 | New | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 55,100 | 413 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 43,525 | 405 | 0.0% | 0.0% | 60 | -2,775 | -5.99% | Q1 2026 | May 15, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 53,668 | 402 | 0.25% | 0.25% | 61 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 42,447 | 396 | 0.0% | 0.0% | 62 | +3,700 | 9.55% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 32,524 | 302 | 0.0% | — | 63 | +32,524 | New | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 31,911 | 297 | 0.01% | 0.01% | 64 | +1,060 | 3.44% | Q1 2026 | Apr 24, 2026 |
| Rangeley Capital, LLC | History | Reduced | 31,465 | 292 | 0.28% | 0.24% | 65 | -7,200 | -18.62% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Reduced | 29,400 | 273 | 0.0% | 0.01% | 66 | -44,869 | -60.41% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 29,160 | 271 | 0.0% | 0.0% | 67 | -15,035 | -34.02% | Q1 2026 | May 12, 2026 |
| Man Group plc | History | Added to | 28,983 | 269 | 0.0% | 0.0% | 68 | +1,949 | 7.21% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 28,496 | 265 | 0.0% | 0.0% | 69 | +18,186 | 176.39% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 28,274 | 263 | 0.0% | 0.0% | 70 | +8,265 | 41.31% | Q1 2026 | Apr 27, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 30,000 | 261 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 27,589 | 256 | 0.0% | 0.0% | 72 | +16,309 | 144.58% | Q1 2026 | May 08, 2026 |
| Virtu Financial LLC | History | New | 26,368 | 245 | 0.01% | — | 73 | +26,368 | New | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 26,180 | 243 | 0.0% | 0.0% | 74 | +13,521 | 106.81% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Reduced | 25,437 | 236 | 0.0% | 0.0% | 75 | -145,202 | -85.09% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 25,420 | 236 | 0.0% | — | 77 | +25,420 | New | Q1 2026 | Apr 27, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 25,809 | 236 | 0.0% | 0.0% | 76 | +2,271 | 9.65% | Q1 2026 | May 15, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 25,154 | 234 | 0.06% | 0.05% | 78 | +613 | 2.5% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | No change | 25,100 | 233 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Peloton Wealth Strategists | History | No change | 25,000 | 233 | 0.09% | 0.07% | 80 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 25,000 | 232 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 24,601 | 229 | 0.0% | 0.0% | 82 | -491 | -1.96% | Q1 2026 | May 14, 2026 |
| Kera Capital Partners, Inc. | History | No change | 24,068 | 224 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 24,030 | 223 | 0.0% | 0.0% | 84 | -87,792 | -78.51% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 23,270 | 216 | 0.0% | 0.0% | 85 | -575 | -2.41% | Q1 2026 | May 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 22,956 | 213 | 0.0% | — | 86 | +22,956 | New | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 21,760 | 202 | 0.0% | — | 87 | +21,760 | New | Q1 2026 | May 14, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 21,602 | 201 | 0.06% | 0.07% | 88 | -722 | -3.23% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 20,898 | 194 | 0.0% | 0.0% | 89 | -46,502 | -68.99% | Q1 2026 | May 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 20,109 | 186 | 0.0% | 0.0% | 90 | -10,022 | -33.26% | Q1 2026 | May 13, 2026 |
| Landing Point Financial Group, LLC | History | No change | 19,000 | 176 | 0.09% | 0.07% | 91 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 18,309 | 170 | 0.0% | 0.0% | 92 | -28,311 | -60.73% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 17,854 | 166 | 0.0% | 0.0% | 94 | -200 | -1.11% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | No change | 17,887 | 166 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 16,728 | 155 | 0.0% | 0.0% | 95 | -11,030 | -39.74% | Q1 2026 | May 14, 2026 |
| Ballentine Partners, LLC | History | Reduced | 16,359 | 152 | 0.0% | 0.0% | 96 | -170 | -1.03% | Q1 2026 | May 14, 2026 |
| Headlands Technologies LLC | History | New | 15,956 | 148 | 0.02% | — | 97 | +15,956 | New | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 15,529 | 144 | 0.0% | 0.0% | 98 | -23,646 | -60.36% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 13,283 | 123 | 0.0% | 0.0% | 99 | +7,285 | 121.46% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 12,862 | 119 | 0.0% | 0.0% | 100 | +1,050 | 8.89% | Q1 2026 | May 13, 2026 |
| AlphaQuest LLC | History | No change | 15,731 | 117 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 12,543 | 116 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 12,256 | 114 | 0.0% | 0.0% | 103 | -339 | -2.69% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 11,775 | 109 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 10,746 | 100 | 0.0% | 0.0% | 105 | -6,882 | -39.04% | Q1 2026 | May 08, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 10,840 | 100 | 0.01% | 0.01% | 106 | -4,930 | -31.26% | Q1 2026 | May 15, 2026 |
| Inscription Capital, LLC | History | No change | 10,783 | 100 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| nVerses Capital, LLC | History | New | 10,069 | 93 | 0.08% | — | 108 | +10,069 | New | Q1 2026 | May 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,975 | 92 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 9,052 | 84 | 0.01% | 0.01% | 110 | -258 | -2.77% | Q1 2026 | Apr 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,018 | 56 | 0.0% | 0.0% | 111 | +3,799 | 171.2% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,751 | 53 | 0.0% | 0.0% | 112 | +2,500 | 76.9% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Reduced | 4,806 | 44 | 0.0% | 0.0% | 113 | -172 | -3.46% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | No change | 3,695 | 34 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,355 | 31 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,143 | 29 | 0.0% | 0.0% | 116 | -267 | -7.83% | Q1 2026 | May 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,661 | 24 | 0.0% | 0.0% | 117 | -115 | -4.14% | Q1 2026 | May 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,429 | 22 | 0.0% | 0.0% | 118 | -42 | -1.7% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,462 | 13 | 0.0% | 0.0% | 119 | -5,713 | -79.62% | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,465 | 13 | 0.0% | 0.0% | 120 | -861 | -37.02% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,187 | 11 | 0.0% | 0.0% | 121 | -464 | -28.1% | Q1 2026 | Apr 06, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,275 | 11 | 0.0% | 0.0% | 122 | +153 | 13.64% | Q1 2026 | Apr 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,094 | 10 | 0.0% | — | 123 | +1,094 | New | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 979 | 9 | 0.0% | 0.0% | 124 | -1,276 | -56.59% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 691 | 6 | 0.0% | — | 125 | +691 | New | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | No change | 615 | 5 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Allworth Financial LP | History | New | 509 | 4 | 0.0% | — | 128 | +509 | New | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Reduced | 268 | 2 | 0.0% | 0.0% | 129 | -185 | -40.84% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 125 | 1 | 0.0% | 0.0% | 132 | -507 | -80.22% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 212 | 1 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Pacific Center for Financial Services | History | No change | 207 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,539,860 | -100.0% | Q1 2026 | May 15, 2026 |
| BAKER BROS. ADVISORS LP | History | Closed out | 0 | 0 | — | 0.02% | — | -475,737 | -100.0% | Q1 2026 | May 15, 2026 |
| SILVERARC CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -100,000 | -100.0% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96,364 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,762 | -100.0% | Q1 2026 | May 13, 2026 |
| Decheng Capital LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -44,311 | -100.0% | Q1 2026 | May 13, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,464 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,830 | -100.0% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -31,815 | -100.0% | Q1 2026 | May 15, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -30,755 | -100.0% | Q1 2026 | May 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -29,716 | -100.0% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -28,938 | -100.0% | Q1 2026 | May 01, 2026 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,097 | -100.0% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,035 | -100.0% | Q1 2026 | May 13, 2026 |
| DnB Asset Management AS | History | Closed out | 0 | 0 | — | 0.0% | — | -16,123 | -100.0% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,531 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Impact Partnership Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,123 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.0% | — | -13,318 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,229 | -100.0% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,370 | -100.0% | Q1 2026 | May 13, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,361 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,261 | -100.0% | Q1 2026 | May 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -428 | -100.0% | Q1 2026 | May 11, 2026 |
| Fortitude Family Office, LLC | History | New | 56 | 0 | — | — | — | +56 | New | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 35 | 0 | — | — | — | +35 | New | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | New | 35 | 0 | — | — | — | +35 | New | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 53 | 0 | — | — | — | +31 | 140.91% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 43 | 0 | — | — | — | +11 | 34.38% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 07, 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% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 78 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 95 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SBI Securities Co., Ltd. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Covestor Ltd | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| True Wealth Design, LLC | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Essential Partners LLC | History | No change | 104 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |