Honest Company, Inc. - HNST
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 | Added to | 7,011,486 | 25,662 | 0.0% | 0.0% | 1 | +451,072 | 6.88% | Q2 2026 | Aug 07, 2026 |
| MAK CAPITAL ONE LLC | History | No change | 4,776,088 | 17,480 | 2.45% | 2.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 4,217,110 | 15,434 | 0.0% | 0.0% | 3 | -31,769 | -0.75% | Q2 2026 | Aug 13, 2026 |
| ArrowMark Colorado Holdings LLC | History | Added to | 2,923,546 | 10,700 | 0.45% | 0.2% | 4 | +375,000 | 14.71% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,587,170 | 9,471 | 0.0% | 0.0% | 5 | +172,608 | 7.15% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 2,089,512 | 7,647 | 0.0% | 0.0% | 6 | +194,793 | 10.28% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,788,081 | 6,544 | 0.0% | 0.0% | 7 | +255,045 | 16.64% | Q2 2026 | Aug 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 1,746,239 | 6,391 | 0.0% | 0.0% | 8 | +11,899 | 0.69% | Q2 2026 | Aug 13, 2026 |
| Portolan Capital Management, LLC | History | Reduced | 1,740,146 | 6,368 | 0.24% | 0.48% | 9 | -1,305,688 | -42.87% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,651,800 | 6,045 | 0.0% | 0.0% | 10 | +1,475,201 | 835.34% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,611,811 | 5,899 | 0.0% | 0.0% | 11 | +195,300 | 13.79% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,587,839 | 5,811 | 0.0% | 0.0% | 12 | +384,232 | 31.92% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,498,653 | 5,485 | 0.0% | 0.0% | 13 | +53,451 | 3.7% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 1,437,242 | 5,260 | 0.0% | 0.01% | 14 | -483,901 | -25.19% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,241,105 | 4,542 | 0.0% | 0.0% | 15 | -723,258 | -36.82% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 995,786 | 3,644 | 0.0% | 0.0% | 16 | +349,740 | 54.14% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 956,776 | 3,501 | 0.0% | 0.0% | 17 | +90,525 | 10.45% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 935,671 | 3,424 | 0.0% | 0.0% | 18 | +426,524 | 83.77% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 905,094 | 3,312 | 0.0% | 0.0% | 19 | +121,086 | 15.44% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 835,969 | 3,059 | 0.0% | 0.0% | 20 | -121,762 | -12.71% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 765,857 | 2,803 | 0.0% | 0.0% | 21 | +45,616 | 6.33% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 660,299 | 2,416 | 0.0% | 0.0% | 22 | -38,799 | -5.55% | Q2 2026 | Aug 13, 2026 |
| Knights of Columbus Asset Advisors LLC | History | New | 518,485 | 1,897 | 0.1% | — | 23 | +518,485 | New | Q2 2026 | Jul 31, 2026 |
| MORGAN STANLEY | History | Added to | 509,428 | 1,864 | 0.0% | 0.0% | 24 | +211,777 | 71.15% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 467,415 | 1,710 | 0.0% | 0.0% | 25 | +11,103 | 2.43% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 435,962 | 1,595 | 0.0% | 0.0% | 26 | +23,084 | 5.59% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | Added to | 325,879 | 1,192 | 0.0% | 0.0% | 27 | +35,947 | 12.4% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 299,697 | 1,093 | 0.0% | 0.0% | 28 | +238,949 | 393.34% | Q2 2026 | Aug 12, 2026 |
| Green Alpha Advisors, LLC | History | Reduced | 298,272 | 1,091 | 0.73% | 0.87% | 29 | -3,020 | -1.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | Added to | 295,365 | 1,081 | 0.0% | 0.0% | 30 | +40,329 | 15.81% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 283,249 | 1,036 | 0.0% | 0.0% | 31 | +28,865 | 11.35% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Added to | 275,540 | 1,008 | 0.0% | 0.0% | 32 | +13,683 | 5.23% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 248,333 | 908 | 0.0% | 0.0% | 33 | -455,748 | -64.73% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 239,100 | 875 | 0.0% | 0.0% | 34 | +36,400 | 17.96% | Q2 2026 | Aug 12, 2026 |
| Echo Wealth Management, LLC | History | Added to | 226,099 | 827 | 0.42% | 0.31% | 35 | +44,917 | 24.79% | Q2 2026 | Jul 24, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 213,976 | 783 | 0.0% | 0.0% | 36 | +133,448 | 165.72% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 195,436 | 715 | 0.0% | 0.0% | 37 | -27,663 | -12.4% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 195,199 | 714 | 0.0% | 0.0% | 38 | +68,671 | 54.27% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 189,455 | 693 | 0.0% | — | 39 | +189,455 | New | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Added to | 185,235 | 677 | 0.01% | 0.0% | 41 | +167,959 | 972.21% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Added to | 185,029 | 677 | 0.03% | 0.04% | 40 | +10,359 | 5.93% | Q2 2026 | Aug 12, 2026 |
| ARMISTICE CAPITAL, LLC | History | Added to | 175,900 | 643 | 0.01% | 0.0% | 42 | +154,658 | 728.08% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 171,606 | 628 | 0.0% | 0.0% | 43 | -44,804 | -20.7% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 169,397 | 618 | 0.0% | 0.0% | 44 | +1,209 | 0.72% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 152,617 | 558 | 0.0% | 0.0% | 45 | +53,218 | 53.54% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 140,000 | 512 | 0.01% | 0.01% | 46 | +15,000 | 12.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 120,036 | 439 | 0.0% | 0.0% | 47 | +6,752 | 5.96% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Reduced | 119,865 | 438 | 0.0% | 0.0% | 48 | -586 | -0.49% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 128,000 | 376 | 0.0% | 0.0% | 49 | +44,500 | 53.29% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | Added to | 101,527 | 371 | 0.03% | 0.03% | 50 | +8,878 | 9.58% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 98,828 | 361 | 0.0% | 0.0% | 51 | +45,427 | 85.07% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 96,573 | 353 | 0.0% | 0.0% | 52 | -315,628 | -76.57% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 89,513 | 327 | 0.0% | 0.0% | 53 | +5,326 | 6.33% | Q2 2026 | Aug 07, 2026 |
| Jump Financial, LLC | History | New | 88,915 | 325 | 0.0% | — | 54 | +88,915 | New | Q2 2026 | Aug 13, 2026 |
| Voleon Capital Management LP | History | Added to | 81,240 | 297 | 0.01% | 0.0% | 55 | +51,678 | 174.81% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 78,950 | 289 | 0.0% | 0.0% | 56 | +11,206 | 16.54% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Added to | 76,097 | 278 | 0.01% | 0.01% | 57 | +18,928 | 33.11% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 72,391 | 264 | 0.0% | 0.0% | 58 | +6,488 | 9.84% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | Added to | 60,382 | 220 | 0.0% | 0.0% | 59 | +3,899 | 6.9% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 55,681 | 203 | 0.0% | 0.0% | 60 | +13,800 | 32.95% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 54,949 | 201 | 0.01% | 0.01% | 61 | +151 | 0.28% | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 64,950 | 190 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 46,683 | 170 | 0.0% | 0.0% | 63 | +14,212 | 43.77% | Q2 2026 | Aug 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 42,290 | 169 | 0.0% | 0.0% | 64 | +12,373 | 41.36% | Q2 2026 | Jul 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 44,281 | 162 | 0.0% | 0.0% | 65 | -145 | -0.33% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 44,184 | 161 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 43,724 | 160 | 0.0% | 0.0% | 67 | +23,365 | 114.76% | Q2 2026 | Aug 13, 2026 |
| Centiva Capital, LP | History | Reduced | 43,698 | 159 | 0.0% | 0.0% | 69 | -23,927 | -35.38% | Q2 2026 | Aug 13, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 43,532 | 159 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 42,698 | 156 | 0.0% | 0.0% | 70 | +33,033 | 341.78% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | New | 40,329 | 147 | 0.0% | — | 72 | +40,329 | New | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Reduced | 40,252 | 147 | 0.0% | 0.0% | 71 | -14,442 | -26.41% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | Added to | 39,119 | 143 | 0.0% | 0.0% | 73 | +17,230 | 78.72% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 38,200 | 139 | 0.0% | — | 74 | +38,200 | New | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 36,346 | 133 | 0.0% | 0.0% | 75 | +15,036 | 70.56% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 35,315 | 129 | 0.0% | 0.0% | 76 | +615 | 1.77% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | Reduced | 34,389 | 125 | 0.01% | 0.05% | 77 | -180,675 | -84.01% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 29,037 | 106 | 0.0% | 0.0% | 78 | -716 | -2.41% | Q2 2026 | Aug 10, 2026 |
| STRS OHIO | History | New | 27,300 | 99 | 0.0% | — | 79 | +27,300 | New | Q2 2026 | Jul 30, 2026 |
| Wealthfront Advisers LLC | History | Added to | 25,827 | 94 | 0.0% | 0.0% | 80 | +317 | 1.24% | Q2 2026 | Aug 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 25,554 | 93 | 0.0% | 0.0% | 81 | -190 | -0.74% | Q2 2026 | Sep 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 25,200 | 92 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 24,608 | 90 | 0.0% | 0.0% | 83 | +717 | 3.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 24,284 | 88 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | New | 23,639 | 86 | 0.0% | — | 85 | +23,639 | New | Q2 2026 | Aug 27, 2026 |
| Abel Hall, LLC | History | Added to | 21,225 | 77 | 0.01% | 0.01% | 86 | +280 | 1.34% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 20,965 | 76 | 0.0% | 0.0% | 87 | -11,200 | -34.82% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | New | 20,524 | 75 | 0.01% | — | 88 | +20,524 | New | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 20,000 | 73 | 0.0% | 0.0% | 89 | -3,000 | -13.04% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 19,534 | 71 | 0.0% | 0.0% | 90 | +4,048 | 26.14% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 18,453 | 67 | 0.01% | 0.01% | 91 | -5,228 | -22.08% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Added to | 17,585 | 64 | 0.0% | 0.0% | 92 | +3,146 | 21.79% | Q2 2026 | Aug 11, 2026 |
| nVerses Capital, LLC | History | New | 17,305 | 63 | 0.1% | — | 94 | +17,305 | New | Q2 2026 | Aug 04, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 17,284 | 63 | 0.0% | 0.0% | 93 | -1,885 | -9.83% | Q2 2026 | Aug 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 16,736 | 61 | 0.01% | 0.02% | 95 | -20,831 | -55.45% | Q2 2026 | Aug 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 15,905 | 58 | 0.0% | 0.0% | 96 | +1,460 | 10.11% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 15,416 | 56 | 0.0% | 0.0% | 97 | -30 | -0.19% | Q2 2026 | Aug 12, 2026 |
| Virtu Financial LLC | History | Reduced | 14,965 | 55 | 0.0% | 0.0% | 98 | -22,753 | -60.32% | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | Added to | 14,290 | 52 | 0.0% | 0.0% | 99 | +3,002 | 26.59% | Q2 2026 | Jul 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 14,160 | 51 | 0.0% | 0.0% | 100 | +2,730 | 23.88% | Q2 2026 | Jul 20, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 13,841 | 50 | 0.0% | — | 102 | +13,841 | New | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 13,670 | 50 | 0.0% | 0.0% | 101 | +111 | 0.82% | Q2 2026 | Jul 09, 2026 |
| ProShare Advisors LLC | History | Reduced | 12,593 | 46 | 0.0% | 0.0% | 103 | -1,136 | -8.27% | Q2 2026 | Aug 11, 2026 |
| Amundi | History | New | 11,991 | 43 | 0.0% | — | 105 | +11,991 | New | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 11,760 | 43 | 0.0% | 0.0% | 104 | +431 | 3.8% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 10,310 | 38 | 0.0% | 0.0% | 106 | +212 | 2.1% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | Added to | 9,901 | 36 | 0.0% | 0.0% | 107 | +1,405 | 16.54% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,534 | 34 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Added to | 7,038 | 25 | 0.0% | 0.0% | 109 | +2,211 | 45.8% | Q2 2026 | Aug 11, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 6,008 | 21 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,251 | 19 | 0.0% | 0.0% | 111 | -3,904 | -42.64% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Reduced | 4,494 | 16 | 0.0% | 0.0% | 113 | -2,467 | -35.44% | Q2 2026 | Aug 10, 2026 |
| State of Alaska, Department of Revenue | History | No change | 4,454 | 16 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,654 | 13 | 0.0% | 0.0% | 114 | +247 | 7.25% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,300 | 12 | 0.0% | 0.0% | 116 | -2,400 | -42.11% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,197 | 12 | 0.0% | 0.0% | 115 | -1,440 | -31.05% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,950 | 10 | 0.0% | 0.0% | 118 | +348 | 13.37% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,873 | 10 | 0.0% | 0.0% | 117 | +323 | 12.67% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 2,214 | 8 | 0.0% | — | 120 | +2,214 | New | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO | History | No change | 2,165 | 8 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,963 | 7 | 0.0% | 0.0% | 122 | -1,244 | -38.79% | Q2 2026 | Jul 22, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,938 | 7 | 0.0% | 0.0% | 121 | +90 | 4.87% | Q2 2026 | Jul 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,477 | 5 | 0.0% | 0.0% | 123 | +365 | 32.82% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,392 | 5 | 0.0% | 0.0% | 124 | +341 | 32.45% | Q2 2026 | Jul 17, 2026 |
| GAMMA Investing LLC | History | No change | 1,372 | 5 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,324 | 4 | 0.0% | 0.0% | 126 | -3,729 | -73.8% | Q2 2026 | Aug 24, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | New | 1,281 | 4 | 0.0% | — | 128 | +1,281 | New | Q2 2026 | Aug 11, 2026 |
| Archer Investment Corp | History | No change | 1,259 | 4 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 552 | 2 | 0.0% | 0.0% | 129 | +26 | 4.94% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 700 | 2 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Reduced | 315 | 1 | 0.0% | 0.0% | 134 | -1,425 | -81.9% | Q2 2026 | Aug 10, 2026 |
| Optiver Holding B.V. | History | Reduced | 362 | 1 | 0.0% | 0.0% | 131 | -344 | -48.73% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 340 | 1 | 0.0% | — | 135 | +340 | New | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Added to | 313 | 1 | 0.0% | — | 132 | +83 | 36.09% | Q2 2026 | Jul 16, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 481 | 1 | 0.0% | 0.0% | 133 | +44 | 10.07% | Q2 2026 | Aug 14, 2026 |
| Mainstream Capital Management LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -236,061 | -100.0% | Q2 2026 | Jul 15, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -141,546 | -100.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,755 | -100.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,978 | -100.0% | Q2 2026 | Aug 11, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,190 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Crawford Fund Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -29,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -28,398 | -100.0% | Q2 2026 | Aug 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,809 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,071 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Hibernia Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,538 | -100.0% | Q2 2026 | Jul 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,293 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,268 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Amicus Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,340 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Equity Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,087 | -100.0% | Q2 2026 | Jul 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,653 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,963 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -281 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | New | 259 | 0 | — | — | — | +259 | New | Q2 2026 | Jul 23, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -245 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 199 | 0 | — | — | — | +199 | New | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -180 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 77 | 0 | — | — | — | +77 | New | Q2 2026 | Jul 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 179 | 0 | — | — | — | -71 | -28.4% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | — | — | -71 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -60 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Strive Financial Group ,LLC | History | New | 54 | 0 | — | — | — | +54 | New | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 230 | 0 | — | — | — | +51 | 28.49% | Q2 2026 | Jul 20, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 204 | 0 | — | — | — | +38 | 22.89% | Q2 2026 | Jul 22, 2026 |
| Hughes Financial Services, LLC | History | New | 36 | 0 | — | — | — | +36 | New | Q2 2026 | Jul 20, 2026 |
| REXFORD CAPITAL INC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q2 2026 | Aug 06, 2026 |
| JPL Wealth Management, LLC | History | Added to | 12 | 0 | — | — | — | +10 | 500.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 98 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 217 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 260 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Sunbelt Securities, Inc. | History | No change | 92 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |