Hesai Group - HSAI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 7,110,618 | 112,063 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 2,318,741 | 42,247 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 1,913,991 | 34,872 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,874,748 | 34,157 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIL Ltd | History | No change | 1,810,382 | 32,985 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Broad Peak Investment Advisers Pte Ltd | History | No change | 1,349,000 | 24,578 | 4.52% | 4.52% | 6 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 1,239,963 | 22,592 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,233,431 | 22,473 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 1,056,585 | 19,250 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEXFORD CAPITAL LP | History | No change | 1,010,716 | 18,415 | 2.35% | 2.35% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 932,236 | 16,985 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 847,481 | 15,415 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Robeco Schweiz AG | History | No change | 833,050 | 15,178 | 0.24% | 0.24% | 13 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 783,863 | 14,281 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 862,591 | 13,594 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Artisan Partners Limited Partnership | History | No change | 745,869 | 13,589 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| C WorldWide Group Holding A/S | History | No change | 679,558 | 12,382 | 0.3% | 0.3% | 17 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 653,665 | 11,909 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 648,521 | 11,816 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 606,060 | 11,043 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Liontrust Investment Partners LLP | History | No change | 571,201 | 10,407 | 0.15% | 0.15% | 21 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MORGAN STANLEY | History | No change | 563,623 | 10,269 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SRS Investment Management, LLC | History | No change | 563,130 | 10,260 | 0.09% | 0.09% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 492,300 | 8,969 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 447,976 | 8,162 | 0.11% | 0.11% | 25 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Long Corridor Asset Management Ltd | History | No change | 445,000 | 8,107 | 2.45% | 2.45% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Maxi Investments CY Ltd | History | No change | 430,974 | 7,852 | 1.59% | 1.59% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 395,752 | 7,210 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Point72 Asset Management, L.P. | History | No change | 332,624 | 6,060 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 313,678 | 5,715 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 264,602 | 4,821 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 259,781 | 4,710 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 271,570 | 4,706 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 253,800 | 4,624 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 248,122 | 4,520 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trexquant Investment LP | History | No change | 241,089 | 4,392 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 178,626 | 3,254 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aristides Capital LLC | History | No change | 175,326 | 3,194 | 0.62% | 0.62% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 172,595 | 3,144 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL PLC | History | No change | 165,678 | 3,018 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 161,692 | 2,946 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maytree Asset Management Ltd | History | No change | 158,400 | 2,886 | 1.87% | 1.87% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 158,397 | 2,885 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fideuram Asset Management (Ireland) dac | History | No change | 123,612 | 2,351 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab | History | No change | 126,400 | 2,303 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 120,755 | 2,200 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 118,545 | 2,159 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 115,566 | 2,105 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 115,500 | 2,104 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | No change | 115,081 | 2,096 | 0.13% | 0.13% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 109,097 | 1,987 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MARSHALL WACE, LLP | History | No change | 105,624 | 1,924 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERCAPITAL, LLC | History | No change | 99,710 | 1,816 | 0.45% | 0.45% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 98,823 | 1,800 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RD Finance Ltd | History | No change | 96,380 | 1,756 | 1.73% | 1.73% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 92,529 | 1,685 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Trust Bank, Ltd. | History | No change | 90,595 | 1,650 | 3.31% | 3.31% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 86,800 | 1,581 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 85,878 | 1,564 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 73,258 | 1,334 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 72,981 | 1,329 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 61,718 | 1,124 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 60,709 | 1,106 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Electron Capital Partners, LLC | History | No change | 60,050 | 1,094 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 53,567 | 975 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 50,505 | 920 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 50,449 | 919 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 49,269 | 897 | 0.15% | 0.15% | 68 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRIGLAV INVESTMENTS, D.O.O. | History | No change | 48,570 | 884 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 45,560 | 830 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Axxion S.A. | History | No change | 44,446 | 809 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 38,493 | 701 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vontobel Holding Ltd. | History | No change | 34,115 | 621 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vident Advisory, LLC | History | No change | 33,368 | 607 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GTS SECURITIES LLC | History | No change | 31,887 | 580 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 31,793 | 579 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 29,172 | 531 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Candriam S.C.A. | History | No change | 28,800 | 524 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Krane Funds Advisors LLC | History | No change | 28,613 | 521 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYSTONE INVESTORS PTE LTD | History | No change | 25,130 | 457 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 25,000 | 456 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HITE Hedge Asset Management LLC | History | No change | 24,598 | 448 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 23,344 | 425 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SBI Securities Co., Ltd. | History | No change | 21,807 | 397 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Marex Group Ltd | History | No change | 21,029 | 383 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AIA Group Ltd | History | No change | 20,123 | 366 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | No change | 19,900 | 362 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jefferies Financial Group Inc. | History | No change | 19,713 | 359 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Advisors Asset Management, Inc. | History | No change | 18,657 | 339 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 18,554 | 338 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Athena Wealth Management, LLC | History | No change | 18,318 | 333 | 0.25% | 0.25% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 20,450 | 330 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Leonteq Securities AG | History | No change | 15,911 | 289 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 15,000 | 273 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 14,240 | 259 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Headlands Technologies LLC | History | No change | 12,821 | 233 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Graham Capital Management, L.P. | History | No change | 12,730 | 231 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 12,049 | 219 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fosun International Ltd | History | No change | 11,633 | 211 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 9,423 | 171 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 6,112 | 111 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 5,387 | 98 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,397 | 61 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 10,000 | 58 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 1,668 | 30 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 1,600 | 29 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,126 | 20 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dauntless Investment Group, LLC | History | No change | 1,100 | 20 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 1,018 | 18 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Strive Financial Group ,LLC | History | No change | 927 | 16 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 631 | 11 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 643 | 11 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 532 | 9 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 532 | 9 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stone House Investment Management, LLC | History | No change | 476 | 8 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 388 | 7 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 340 | 5 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 273 | 4 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | No change | 239 | 4 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 250 | 4 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EASTERN BANK | History | New | 231 | 3 | 0.0% | — | 123 | +231 | New | Q3 2026 | Oct 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 208 | 3 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 200 | 3 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 150 | 2 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 142 | 2 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 81 | 1 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Banque Cantonale Vaudoise | History | No change | 2,330 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bell Investment Advisors, Inc | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |