Fulcrum Therapeutics, Inc. - FULC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 8,824,259 | 32,296 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EcoR1 Capital, LLC | History | No change | 6,549,866 | 23,972 | 1.17% | 1.17% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TANG CAPITAL MANAGEMENT LLC | History | No change | 6,521,412 | 23,868 | 1.08% | 1.08% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nantahala Capital Management, LLC | History | No change | 5,475,040 | 20,038 | 0.67% | 0.67% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONTANOVA CAPITAL, LLC | History | No change | 3,680,921 | 13,472 | 0.25% | 0.25% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 3,044,385 | 11,142 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,941,705 | 10,766 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,697,216 | 9,871 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,285,698 | 8,365 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 2,037,025 | 7,455 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 2,000,000 | 7,320 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSK plc | History | No change | 1,785,714 | 6,535 | 1.09% | 1.09% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,748,467 | 6,399 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,647,800 | 6,030 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 1,565,029 | 5,728 | 0.26% | 0.26% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,485,803 | 5,438 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,432,133 | 5,242 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,428,346 | 5,227 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 1,358,423 | 4,971 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,253,909 | 4,589 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,103,261 | 4,037 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,094,425 | 4,005 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ikarian Capital, LLC | History | No change | 1,049,161 | 3,839 | 0.41% | 0.41% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,043,029 | 3,817 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 1,038,797 | 3,794 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 1,005,000 | 3,678 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Assenagon Asset Management S.A. | History | No change | 835,204 | 3,090 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 812,766 | 2,974 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 782,144 | 2,862 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 745,317 | 2,727 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 724,879 | 2,682 | 0.0% | 0.0% | 31 | -235,668 | -24.53% | Q3 2026 | Nov 04, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 692,372 | 2,534 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 651,427 | 2,384 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 487,869 | 1,785 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 433,220 | 1,585 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 345,648 | 1,265 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 336,204 | 1,243 | 0.04% | 0.02% | 37 | +102,353 | 43.77% | Q3 2026 | Oct 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 303,988 | 1,112 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 286,988 | 1,051 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 285,084 | 1,043 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peapod Lane Capital LLC | History | Reduced | 266,914 | 987 | 0.74% | 0.71% | 41 | -18,884 | -6.61% | Q3 2026 | Oct 22, 2026 |
| Engineers Gate Manager LP | History | No change | 242,000 | 885 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 217,199 | 794 | 0.19% | 0.19% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 209,247 | 765 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 189,119 | 692 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 184,192 | 674 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 83,370 | 639 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 167,506 | 619 | 0.0% | 0.0% | 48 | +12,993 | 8.41% | Q3 2026 | Nov 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 155,868 | 570 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simplify Asset Management Inc. | History | Reduced | 153,290 | 567 | 0.01% | 0.01% | 50 | -504 | -0.33% | Q3 2026 | Oct 27, 2026 |
| Nuveen, LLC | History | No change | 154,871 | 566 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 143,911 | 527 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY TRUST CO | History | No change | 136,555 | 499 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 126,558 | 463 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verdad Advisers, LP | History | No change | 125,224 | 458 | 0.44% | 0.44% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 119,038 | 435 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 109,353 | 426 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rangeley Capital, LLC | History | No change | 114,890 | 420 | 0.38% | 0.38% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 113,319 | 414 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 104,199 | 381 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 102,400 | 374 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Added to | 100,366 | 371 | 0.0% | 0.0% | 62 | +32,734 | 48.4% | Q3 2026 | Nov 02, 2026 |
| ALGERT GLOBAL LLC | History | No change | 101,360 | 370 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 95,521 | 349 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 94,235 | 345 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 92,327 | 337 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Headlands Technologies LLC | History | No change | 89,723 | 328 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 85,580 | 313 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 83,373 | 305 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 81,483 | 298 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RHUMBLINE ADVISERS | History | No change | 73,443 | 268 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RBF Capital, LLC | History | No change | 70,000 | 256 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 67,857 | 248 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 64,800 | 239 | 0.0% | 0.0% | 74 | +18,600 | 40.26% | Q3 2026 | Oct 30, 2026 |
| CITIGROUP INC | History | Added to | 64,286 | 237 | 0.0% | 0.0% | 75 | +1,512 | 2.41% | Q3 2026 | Nov 04, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 56,446 | 206 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 52,381 | 191 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 49,696 | 181 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 41,650 | 154 | 0.0% | — | 80 | +41,650 | New | Q3 2026 | Nov 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 41,371 | 154 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LMR Partners LLP | History | No change | 35,000 | 128 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 34,063 | 124 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 34,079 | 124 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 31,000 | 114 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| SEI INVESTMENTS CO | History | No change | 30,681 | 112 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 29,806 | 110 | 0.0% | 0.0% | 86 | -235 | -0.78% | Q3 2026 | Oct 30, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 29,512 | 108 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Scientech Research LLC | History | No change | 28,584 | 104 | 0.08% | 0.08% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 28,104 | 102 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 27,325 | 100 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 25,052 | 91 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Graham Capital Management, L.P. | History | No change | 25,067 | 91 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 24,538 | 89 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 21,111 | 78 | 0.01% | 0.0% | 95 | +13,184 | 166.32% | Q3 2026 | Oct 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 21,370 | 78 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BAILARD, INC. | History | New | 20,100 | 74 | 0.0% | — | 97 | +20,100 | New | Q3 2026 | Oct 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 20,177 | 74 | 0.0% | 0.0% | 96 | +17,016 | 538.31% | Q3 2026 | Oct 20, 2026 |
| Castleview Partners, LLC | History | Reduced | 19,092 | 70 | 0.03% | 0.03% | 98 | -8 | -0.04% | Q3 2026 | Oct 09, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 18,858 | 69 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 18,562 | 67 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Seven Fleet Capital Management LP | History | No change | 18,089 | 66 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westshore Wealth, LLC | History | No change | 17,000 | 62 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 16,719 | 61 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Virtu Financial LLC | History | No change | 16,596 | 61 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 16,182 | 59 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 16,078 | 58 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 15,253 | 55 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jain Global LLC | History | No change | 15,260 | 55 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 13,921 | 51 | 0.0% | 0.0% | 109 | +3,316 | 31.27% | Q3 2026 | Oct 27, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 13,100 | 47 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brevan Howard Capital Management LP | History | No change | 13,098 | 47 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 12,345 | 45 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ProShare Advisors LLC | History | New | 11,178 | 41 | 0.0% | — | 113 | +11,178 | New | Q3 2026 | Oct 28, 2026 |
| SG Americas Securities, LLC | History | No change | 10,966 | 40 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 10,583 | 38 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Wyoming | History | New | 9,490 | 35 | 0.0% | — | 116 | +9,490 | New | Q3 2026 | Oct 28, 2026 |
| FEDERATED HERMES, INC. | History | No change | 8,413 | 30 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 7,494 | 27 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Reduced | 5,833 | 21 | 0.0% | 0.0% | 119 | -1,488 | -20.33% | Q3 2026 | Oct 21, 2026 |
| Legal & General Group Plc | History | No change | 5,251 | 19 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,898 | 17 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 3,899 | 14 | 0.0% | 0.0% | 122 | +919 | 30.84% | Q3 2026 | Oct 28, 2026 |
| GROUP ONE TRADING LLC | History | No change | 3,556 | 13 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,827 | 11 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,285 | 8 | 0.0% | 0.0% | 126 | -177 | -7.19% | Q3 2026 | Oct 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 2,392 | 8 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 2,063 | 7 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 1,848 | 6 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,535 | 5 | 0.0% | 0.0% | 129 | +124 | 8.79% | Q3 2026 | Oct 26, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,323 | 4 | 0.0% | 0.0% | 130 | +127 | 10.62% | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,265 | 4 | 0.0% | 0.0% | 131 | -103 | -7.53% | Q3 2026 | Oct 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 716 | 2 | 0.0% | — | 136 | +716 | New | Q3 2026 | Oct 05, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 724 | 2 | 0.0% | — | 134 | +649 | 865.33% | Q3 2026 | Oct 26, 2026 |
| Essential Partners LLC | History | Reduced | 599 | 2 | 0.0% | 0.0% | 135 | -215 | -26.41% | Q3 2026 | Oct 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 773 | 2 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 817 | 2 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| GAMMA Investing LLC | History | New | 360 | 1 | 0.0% | — | 143 | +360 | New | Q3 2026 | Oct 08, 2026 |
| Root Financial Partners, LLC | History | New | 298 | 1 | 0.0% | — | 142 | +298 | New | Q3 2026 | Oct 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 343 | 1 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 459 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 472 | 1 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 295 | 1 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 529 | 1 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -681,832 | -100.0% | Q3 2026 | Oct 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,000 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -38,552 | -100.0% | Q3 2026 | Oct 09, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,514 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -21,373 | -100.0% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,254 | -100.0% | Q3 2026 | Oct 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 28 | 0 | — | 0.0% | — | -476 | -94.44% | Q3 2026 | Nov 04, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 130 | 0 | — | — | — | +130 | New | Q3 2026 | Oct 20, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -71 | -100.0% | Q3 2026 | Oct 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Nov 04, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 97 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 77 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Altshuler Shaham Ltd | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 168 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Optiver Holding B.V. | History | No change | 202 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 159 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 73 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |