GERON CORP - GERN
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 | 49,115,571 | 62,867 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RA CAPITAL MANAGEMENT, L.P. | History | No change | 42,809,751 | 54,796 | 0.48% | 0.48% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Soleus Capital Management, L.P. | History | No change | 42,808,659 | 54,795 | 1.89% | 1.89% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | No change | 35,856,671 | 45,896 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| CITADEL ADVISORS LLC | History | No change | 29,554,028 | 37,829 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 27,250,215 | 34,880 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearbridge Investments, LLC | History | No change | 19,648,853 | 25,150 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eversept Partners, LP | History | No change | 18,717,422 | 23,958 | 1.24% | 1.24% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 16,633,368 | 21,290 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 14,555,954 | 18,635 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 12,945,431 | 16,570 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nantahala Capital Management, LLC | History | No change | 12,225,000 | 15,648 | 0.52% | 0.52% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 10,812,598 | 13,840 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vivo Capital, LLC | History | No change | 8,671,797 | 11,099 | 1.01% | 1.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 8,112,267 | 10,383 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Candriam S.C.A. | History | Added to | 7,982,968 | 9,854 | 0.04% | 0.03% | 16 | +2,393,786 | 42.83% | Q3 2026 | Nov 03, 2026 |
| Kynam Capital Management, LP | History | No change | 6,836,318 | 8,750 | 0.48% | 0.48% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 5,502,807 | 7,043 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pale Fire Capital SE | History | No change | 5,307,204 | 6,793 | 0.48% | 0.48% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,032,212 | 6,441 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 4,896,096 | 6,267 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 4,579,000 | 5,861 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 4,485,554 | 5,741 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 4,308,013 | 5,514 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 4,284,662 | 5,484 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | No change | 4,235,000 | 5,420 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 4,045,201 | 5,177 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 3,963,563 | 5,073 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,534,234 | 4,523 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 3,439,976 | 4,403 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | No change | 3,361,584 | 4,302 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 2,939,469 | 3,762 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 2,526,145 | 3,233 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,416,441 | 3,093 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 2,330,000 | 2,982 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,247,939 | 2,877 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NAN FUNG TRINITY (HK) Ltd | History | No change | 2,223,550 | 2,846 | 0.28% | 0.28% | 37 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Nuveen, LLC | History | No change | 1,546,476 | 1,979 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,563,037 | 1,922 | 0.0% | 0.0% | 39 | -55,209 | -3.41% | Q3 2026 | Nov 05, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 1,438,969 | 1,769 | 0.05% | 0.04% | 40 | +438,059 | 43.77% | Q3 2026 | Oct 13, 2026 |
| World Investment Advisors | History | No change | 1,033,779 | 1,540 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 1,191,941 | 1,525 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,175,208 | 1,504 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seven Fleet Capital Management LP | History | No change | 1,057,228 | 1,353 | 0.22% | 0.22% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 1,011,201 | 1,294 | 0.3% | 0.3% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Voleon Capital Management LP | History | No change | 1,004,988 | 1,286 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 983,698 | 1,259 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 964,000 | 1,233 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALPS ADVISORS INC | History | Added to | 851,184 | 1,046 | 0.0% | 0.0% | 49 | +200,105 | 30.73% | Q3 2026 | Nov 02, 2026 |
| RHUMBLINE ADVISERS | History | No change | 732,065 | 937 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J. Goldman & Co LP | History | No change | 712,124 | 911 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 696,669 | 891 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 699,747 | 860 | 0.0% | 0.0% | 53 | +208,958 | 42.58% | Q3 2026 | Nov 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 571,821 | 852 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummitTX Capital, L.P. | History | No change | 657,024 | 840 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Exome Asset Management LLC | History | No change | 624,046 | 798 | 0.49% | 0.49% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 618,891 | 792 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 606,440 | 776 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 605,298 | 774 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 588,165 | 753 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 578,321 | 740 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lion Point Capital, LP | History | No change | 578,000 | 739 | 3.54% | 3.54% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 558,500 | 714 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 542,133 | 693 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Squarepoint Ops LLC | History | No change | 534,461 | 684 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 549,835 | 676 | 0.0% | 0.0% | 66 | -276,381 | -33.45% | Q3 2026 | Nov 04, 2026 |
| Quadrature Capital Ltd | History | No change | 524,064 | 670 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nvest Financial, LLC | History | No change | 517,150 | 661 | 0.21% | 0.21% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 505,817 | 647 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 502,878 | 643 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Verdad Advisers, LP | History | No change | 494,201 | 632 | 0.61% | 0.61% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 463,897 | 593 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 459,584 | 589 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 381,115 | 488 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Verition Fund Management LLC | History | No change | 373,689 | 478 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 387,268 | 476 | 0.0% | 0.0% | 76 | +221,253 | 133.27% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 340,638 | 436 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 328,089 | 421 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 327,983 | 419 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 313,117 | 400 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 309,547 | 396 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 289,524 | 376 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 297,204 | 365 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| CenterBook Partners LP | History | Added to | 296,684 | 364 | 0.02% | 0.0% | 84 | +237,417 | 400.59% | Q3 2026 | Nov 02, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 276,561 | 340 | 0.01% | 0.01% | 85 | -30,025 | -9.79% | Q3 2026 | Oct 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 247,906 | 317 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jupiter Topco LLC | History | No change | 239,357 | 305 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 227,500 | 291 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 225,592 | 288 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 219,833 | 281 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Trust Co | History | No change | 218,530 | 279 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ALLSTATE CORP | History | No change | 210,185 | 269 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 209,593 | 268 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 204,265 | 261 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mason & Associates Inc | History | No change | 200,312 | 256 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cresset Asset Management, LLC | History | No change | 199,707 | 255 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 182,417 | 233 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 171,453 | 219 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Headlands Technologies LLC | History | No change | 159,533 | 204 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 154,450 | 197 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 153,940 | 197 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 153,371 | 196 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 155,336 | 191 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 148,907 | 190 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 142,122 | 181 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EntryPoint Capital, LLC | History | No change | 137,644 | 176 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 136,872 | 175 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 135,350 | 173 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 132,367 | 169 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arizona State Retirement System | History | Added to | 135,493 | 166 | 0.0% | 0.0% | 110 | +2,934 | 2.21% | Q3 2026 | Nov 03, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 123,931 | 158 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 123,888 | 158 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 117,344 | 150 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARCLAYS PLC | History | No change | 115,240 | 147 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 117,226 | 145 | 0.01% | 0.01% | 115 | +15,128 | 14.82% | Q3 2026 | Oct 27, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 118,124 | 145 | 0.04% | 0.05% | 116 | +700 | 0.6% | Q3 2026 | Oct 20, 2026 |
| DRW Securities, LLC | History | No change | 111,450 | 142 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 111,424 | 142 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 110,811 | 141 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 109,231 | 139 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Graham Capital Management, L.P. | History | No change | 107,622 | 137 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 103,230 | 132 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 100,355 | 128 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 100,200 | 128 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 95,832 | 122 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXQ CAPITAL, LP | History | No change | 95,104 | 121 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 89,500 | 114 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 92,522 | 113 | 0.0% | 0.0% | 128 | -96,070 | -50.94% | Q3 2026 | Oct 28, 2026 |
| Forefront Analytics, LLC | History | No change | 88,779 | 113 | 0.12% | 0.12% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| E Fund Management Co., Ltd. | History | No change | 85,508 | 109 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREDIT AGRICOLE S A | History | No change | 82,100 | 105 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 82,499 | 105 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 72,971 | 93 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Poehling Capital Management, INC. | History | No change | 76,201 | 93 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 72,538 | 92 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 71,148 | 91 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 71,528 | 87 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 64,879 | 83 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 64,470 | 83 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 65,724 | 80 | 0.0% | 0.0% | 140 | +22,930 | 53.58% | Q3 2026 | Nov 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 61,908 | 79 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | No change | 62,500 | 76 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 61,634 | 75 | 0.0% | 0.0% | 143 | -40,000 | -39.36% | Q3 2026 | Nov 03, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 58,250 | 74 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 56,352 | 72 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 55,705 | 71 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 54,913 | 70 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 52,981 | 65 | 0.0% | 0.0% | 148 | +4,245 | 8.71% | Q3 2026 | Oct 26, 2026 |
| XPONANCE LLC | History | Reduced | 52,639 | 64 | 0.0% | 0.0% | 149 | -918 | -1.71% | Q3 2026 | Nov 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 45,637 | 58 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 47,829 | 58 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 43,829 | 57 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 43,941 | 54 | 0.01% | — | 156 | +43,858 | 52840.96% | Q3 2026 | Oct 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 44,758 | 54 | 0.0% | 0.0% | 155 | +14,638 | 48.6% | Q3 2026 | Nov 02, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 44,287 | 54 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 44,287 | 54 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Alternative Investment Advisors, LLC. | History | No change | 39,278 | 48 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 37,487 | 47 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | No change | 35,250 | 45 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| R Squared Ltd | History | No change | 35,580 | 45 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 34,455 | 44 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SEI INVESTMENTS CO | History | No change | 34,049 | 43 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 34,898 | 43 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 32,622 | 40 | 0.0% | 0.0% | 166 | +4,386 | 15.53% | Q3 2026 | Oct 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 32,831 | 40 | 0.0% | 0.0% | 165 | +4,140 | 14.43% | Q3 2026 | Oct 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 31,774 | 40 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brevan Howard Capital Management LP | History | No change | 31,173 | 39 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 30,072 | 38 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 29,767 | 38 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 30,000 | 38 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 30,028 | 36 | 0.0% | 0.0% | 172 | +16,500 | 121.97% | Q3 2026 | Oct 23, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 30,000 | 36 | 0.0% | 0.0% | 173 | -1,000 | -3.23% | Q3 2026 | Oct 14, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | No change | 28,050 | 36 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | Reduced | 29,094 | 35 | 0.01% | 0.01% | 174 | -375 | -1.27% | Q3 2026 | Oct 19, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 28,285 | 34 | 0.01% | 0.01% | 175 | +85 | 0.3% | Q3 2026 | Oct 14, 2026 |
| Savant Capital, LLC | History | No change | 26,012 | 33 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 26,142 | 33 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 25,181 | 32 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 25,000 | 32 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 25,500 | 31 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Sowell Financial Services LLC | History | Reduced | 25,000 | 30 | 0.0% | 0.0% | 182 | -2,000 | -7.41% | Q3 2026 | Oct 23, 2026 |
| GTS SECURITIES LLC | History | No change | 23,772 | 30 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 23,500 | 30 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneCrest Wealth Management, Inc. | History | No change | 25,000 | 30 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| M Holdings Securities, Inc. | History | New | 28,000 | 26 | 0.0% | — | 187 | +28,000 | New | Q3 2026 | Nov 03, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 20,995 | 26 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 55 North Private Wealth, LLC | History | No change | 21,753 | 26 | 0.0% | 0.01% | 186 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| LCM Capital Management Inc | History | No change | 20,400 | 25 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| HSBC HOLDINGS PLC | History | No change | 19,365 | 24 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frisch Financial Group, Inc. | History | No change | 19,025 | 24 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 18,927 | 24 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vise Technologies, Inc. | History | New | 19,197 | 23 | 0.0% | — | 194 | +19,197 | New | Q3 2026 | Oct 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 17,541 | 23 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 18,698 | 23 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Parallel Advisors, LLC | History | New | 18,594 | 22 | 0.0% | — | 196 | +18,594 | New | Q3 2026 | Nov 03, 2026 |
| Sterling Capital Management LLC | History | Added to | 18,515 | 22 | 0.0% | 0.0% | 195 | +16,550 | 842.24% | Q3 2026 | Oct 22, 2026 |
| CIBC Asset Management Inc | History | No change | 17,209 | 21 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 16,720 | 20 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| AMALGAMATED BANK | History | No change | 15,180 | 19 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Neuberger Berman Group LLC | History | No change | 15,575 | 19 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Csenge Advisory Group | History | No change | 15,474 | 19 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Allied Investment Advisors, LLC | History | No change | 15,959 | 19 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 14,714 | 18 | 0.0% | 0.0% | 207 | +1,208 | 8.94% | Q3 2026 | Oct 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 14,247 | 18 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | History | No change | 14,400 | 18 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COUNTRY TRUST BANK | History | No change | 15,000 | 18 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 14,447 | 18 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Added to | 14,314 | 17 | 0.0% | — | 209 | +14,014 | 4671.33% | Q3 2026 | Nov 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 13,574 | 17 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 12,546 | 16 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PlanVest Financial, Inc | History | No change | 12,873 | 16 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 111 Capital | History | New | 12,247 | 15 | 0.0% | — | 214 | +12,247 | New | Q3 2026 | Nov 03, 2026 |
| Seelaus Asset Management LLC | History | No change | 12,500 | 15 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Piscataqua Savings Bank | History | No change | 12,500 | 15 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Pacer Advisors, Inc. | History | No change | 10,128 | 13 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 10,000 | 12 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 10,300 | 12 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 10,000 | 12 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 10,000 | 12 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Platform Technology Partners | History | No change | 10,100 | 12 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Columbia Bank | History | No change | 10,000 | 12 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| RMG Wealth Management LLC | History | No change | 10,000 | 11 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 8,376 | 10 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crewe Advisors LLC | History | No change | 7,950 | 10 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HighMark Wealth Management LLC | History | No change | 8,025 | 10 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 8,000 | 9 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| STRS OHIO | History | No change | 7,500 | 9 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Nykredit A/S | History | No change | 7,089 | 9 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 7,308 | 8 | 0.0% | 0.0% | 229 | +1,032 | 16.44% | Q3 2026 | Oct 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,164 | 5 | 0.0% | 0.0% | 231 | +34 | 0.82% | Q3 2026 | Oct 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,000 | 5 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,614 | 4 | 0.0% | 0.0% | 232 | -199 | -5.22% | Q3 2026 | Nov 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,294 | 4 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 3,682 | 4 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 3,500 | 4 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 2,400 | 2 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,634 | 2 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avion Wealth | History | No change | 2,000 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Inspire Investing, LLC | History | Reduced | 880 | 1 | 0.0% | 0.03% | 241 | -525,083 | -99.83% | Q3 2026 | Oct 22, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,109 | 1 | 0.0% | 0.0% | 247 | -1,517 | -57.77% | Q3 2026 | Oct 08, 2026 |
| Covestor Ltd | History | Added to | 514 | 1 | 0.0% | — | 244 | +256 | 99.22% | Q3 2026 | Oct 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,006 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 1,441 | 1 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,500 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Key FInancial Inc | History | No change | 1,000 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Quarry LP | History | No change | 999 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 815 | 1 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -60,674 | -100.0% | Q3 2026 | Oct 28, 2026 |
| J. Safra Sarasin Holding AG | History | Closed out | 0 | 0 | — | 0.0% | — | -20,928 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,363 | -100.0% | Q3 2026 | Oct 26, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Compass Wealth Management LLC | History | New | 700 | 0 | — | — | — | +700 | New | Q3 2026 | Oct 22, 2026 |
| Financial Management Professionals, Inc. | History | New | 80 | 0 | — | — | — | +80 | New | Q3 2026 | Oct 23, 2026 |
| Root Financial Partners, LLC | History | New | 53 | 0 | — | — | — | +53 | New | Q3 2026 | Oct 21, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HM PAYSON & CO | History | No change | 340 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 335 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Parkside Financial Bank & Trust | History | No change | 470 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Allworth Financial LP | History | No change | 669 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 403 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Centerpoint Advisors, LLC | History | No change | 300 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Costello Asset Management, INC | History | No change | 115 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Optiver Holding B.V. | History | No change | 545 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 500 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 350 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |