IRONWOOD PHARMACEUTICALS INC - IRWD

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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 17,788,557 74,889 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
ARMISTICE CAPITAL, LLC History No change 13,932,000 58,653 0.72% 0.72% 2 0 0.0% Q2 2026 Aug 14, 2026
Sarissa Capital Management LP History No change 9,188,635 38,684 21.75% 21.75% 3 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 8,809,601 37,088 0.0% 0.0% 4 0 0.0% Q2 2026 Sep 22, 2026
BANK OF AMERICA CORP /DE/ History No change 8,683,803 36,558 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 7,993,226 33,651 0.05% 0.05% 6 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 6,608,508 27,821 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 6,465,921 27,221 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 5,853,331 24,623 0.03% 0.03% 9 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 5,513,355 23,211 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 4,831,657 20,345 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History No change 4,556,089 19,181 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 4,290,093 18,061 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 4,065,964 17,117 0.06% 0.06% 14 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 3,313,808 13,951 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 3,302,242 13,902 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 3,231,238 13,603 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 3,017,089 12,701 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,654,580 10,540 0.0% 0.0% 19 +131,689 5.22% Q3 2026 Nov 04, 2026
MACKENZIE FINANCIAL CORP History Reduced 2,322,690 9,221 0.01% 0.01% 20 -44,803 -1.89% Q3 2026 Nov 02, 2026
MORGAN STANLEY History No change 1,859,914 7,830 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 1,811,714 7,627 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 1,373,974 5,784 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
Hillsdale Investment Management Inc. History No change 1,250,428 5,264 0.12% 0.12% 24 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 1,206,198 5,078 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 1,158,138 4,875 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 07, 2026
Pacer Advisors, Inc. History No change 1,095,513 4,612 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 1,040,335 4,379 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 1,006,979 4,239 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 909,488 3,828 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 778,515 3,277 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 725,085 3,052 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 684,337 2,881 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 676,703 2,848 0.0% 0.0% 34 0 0.0% Q2 2026 Sep 02, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 658,457 2,772 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 07, 2026
HRT FINANCIAL LP History No change 577,337 2,430 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 561,588 2,364 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Global Advisers, LLC History No change 561,038 2,361 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 537,199 2,261 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History Added to 524,076 2,080 0.0% 0.0% 40 +15,196 2.99% Q3 2026 Nov 05, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 484,450 2,039 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 12, 2026
CWA Asset Management Group, LLC History Added to 498,643 1,979 0.06% 0.04% 42 +208,277 71.73% Q3 2026 Oct 19, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 468,821 1,973 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 459,417 1,934 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 438,911 1,847 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 13, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History No change 435,650 1,729 0.03% 0.03% 46 0 0.0% Q3 2026 Oct 13, 2026
SEGALL BRYANT & HAMILL, LLC History No change 408,064 1,717 0.02% 0.02% 47 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 403,209 1,697 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 392,117 1,650 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 389,793 1,641 0.03% 0.03% 50 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 389,529 1,639 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 375,288 1,579 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 12, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 360,094 1,515 0.02% 0.02% 53 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 355,372 1,496 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 11, 2026
CM Management, LLC History No change 350,000 1,473 0.94% 0.94% 55 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 347,985 1,465 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 342,293 1,441 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 13, 2026
Robeco Institutional Asset Management B.V. History No change 342,998 1,361 0.0% 0.0% 58 0 0.0% Q3 2026 Oct 20, 2026
Virtus Investment Advisers, LLC History No change 318,598 1,341 0.31% 0.31% 59 0 0.0% Q2 2026 Aug 11, 2026
LSV ASSET MANAGEMENT History No change 308,271 1,298 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 06, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 318,883 1,265 0.0% 0.0% 61 +306,858 2551.83% Q3 2026 Nov 02, 2026
GLOBEFLEX CAPITAL L P History No change 259,809 1,093 0.14% 0.14% 62 0 0.0% Q2 2026 Aug 12, 2026
GSA CAPITAL PARTNERS LLP History No change 259,512 1,093 0.07% 0.07% 63 0 0.0% Q2 2026 Aug 06, 2026
Russell Investments Group, Ltd. History No change 224,821 946 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 06, 2026
JPMORGAN CHASE & CO History No change 212,575 914 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 208,019 875 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 204,991 863 0.02% 0.02% 67 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 205,095 863 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 11, 2026
Creative Planning History Added to 204,254 810 0.0% 0.0% 69 +27,224 15.38% Q3 2026 Nov 02, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 186,864 786 0.05% 0.05% 70 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 214,094 777 0.0% 0.0% 71 -5,351 -2.44% Q3 2026 Oct 13, 2026
Vident Advisory, LLC History No change 180,929 761 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 12, 2026
KLP KAPITALFORVALTNING AS History No change 174,200 733 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 168,472 709 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
OMERS ADMINISTRATION Corp History No change 159,010 669 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
Rafferty Asset Management, LLC History No change 152,878 643 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 150,604 634 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 145,600 612 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 165,790 581 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 132,748 558 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 05, 2026
ALPS ADVISORS INC History New 139,160 552 0.0% — 81 +139,160 New Q3 2026 Nov 02, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 130,900 551 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 129,280 544 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 128,772 543 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 126,100 541 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 126,966 534 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 126,160 531 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 19, 2026
D. E. Shaw & Co., Inc. History No change 122,907 517 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
Cercano Management LLC History No change 101,378 426 0.06% 0.06% 89 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 100,123 421 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 99,526 419 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History Added to 104,850 416 0.03% 0.04% 92 +3,069 3.02% Q3 2026 Oct 28, 2026
Engineers Gate Manager LP History No change 98,052 412 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 96,208 405 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 13, 2026
Optimist Retirement Group LLC History No change 102,054 405 0.16% 0.17% 95 0 0.0% Q3 2026 Oct 30, 2026
Integrated Quantitative Investments LLC History No change 93,689 394 0.06% 0.06% 96 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 93,191 393 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 90,321 380 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 12, 2026
WINTON GROUP Ltd History No change 84,156 354 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 07, 2026
Allspring Global Investments Holdings, LLC History Added to 85,935 323 0.0% 0.0% 100 +3,620 4.4% Q3 2026 Nov 04, 2026
Pallas Capital Advisors LLC History No change 73,996 311 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 07, 2026
CITIGROUP INC History Reduced 77,328 306 0.0% 0.0% 102 -149,496 -65.91% Q3 2026 Nov 04, 2026
CAPTRUST FINANCIAL ADVISORS History No change 71,706 301 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
Achmea Investment Management B.V. History New 74,543 296 0.0% — 104 +74,543 New Q3 2026 Oct 30, 2026
GROUP ONE TRADING LLC History No change 69,900 294 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 66,899 281 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
SmartHarvest Portfolios, LLC History Reduced 68,512 271 0.11% 0.1% 107 -6,950 -9.21% Q3 2026 Oct 26, 2026
Vanguard Personalized Indexing Management, LLC History No change 64,187 270 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 11, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 59,925 252 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 17, 2026
State of Alaska, Department of Revenue History New 60,522 239 0.0% — 110 +60,522 New Q3 2026 Oct 15, 2026
PROFUND ADVISORS LLC History Reduced 52,064 206 0.01% 0.01% 111 -25,690 -33.04% Q3 2026 Oct 28, 2026
AXQ CAPITAL, LP History No change 47,028 197 0.02% 0.02% 112 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Wealth History No change 44,920 189 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 12, 2026
Merit Financial Group, LLC History No change 44,799 188 0.0% 0.0% 114 0 0.0% Q2 2026 Jul 20, 2026
Police & Firemen's Retirement System of New Jersey History No change 44,115 185 0.0% 0.0% 115 0 0.0% Q2 2026 Jul 23, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 42,920 180 0.0% 0.0% 116 0 0.0% Q2 2026 Sep 09, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 41,869 176 0.0% 0.0% 117 0 0.0% Q2 2026 Jul 29, 2026
Jump Financial, LLC History No change 39,964 168 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History Added to 39,698 157 0.0% 0.0% 119 +2,848 7.73% Q3 2026 Oct 28, 2026
Range Financial Group LLC History Added to 37,925 150 0.04% 0.01% 120 +25,057 194.72% Q3 2026 Oct 20, 2026
BRIGHTON JONES LLC History Reduced 37,744 149 0.0% 0.0% 121 -2,137 -5.36% Q3 2026 Nov 03, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 35,531 149 0.0% 0.0% 122 0 0.0% Q2 2026 Sep 23, 2026
Calamos Advisors LLC History Added to 37,520 148 0.0% 0.0% 123 +23,000 158.4% Q3 2026 Nov 02, 2026
D'Orazio & Associates, Inc. History New 37,229 147 0.02% — 124 +37,229 New Q3 2026 Nov 04, 2026
Focus Partners Advisor Solutions, LLC History No change 33,624 141 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 06, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 34,806 138 0.0% 0.0% 126 0 0.0% Q3 2026 Oct 29, 2026
Amundi History No change 32,991 138 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 11, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 31,163 131 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 10, 2026
Y-Intercept (Hong Kong) Ltd History New 32,528 129 0.0% — 129 +32,528 New Q3 2026 Oct 16, 2026
China Universal Asset Management Co., Ltd. History Added to 30,150 125 0.01% 0.01% 130 +3,952 15.09% Q3 2026 Oct 27, 2026
Kathmere Capital Management, LLC History New 31,093 123 0.01% — 131 +31,093 New Q3 2026 Oct 20, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 28,385 119 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 13, 2026
Schonfeld Strategic Advisors LLC History No change 28,428 119 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 27,644 116 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 27,646 116 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 28,346 112 0.0% 0.0% 136 -7,201 -20.26% Q3 2026 Oct 28, 2026
LPL Financial LLC History No change 25,826 108 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 07, 2026
Walleye Capital LLC History No change 25,101 105 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 03, 2026
ProShare Advisors LLC History Reduced 26,297 104 0.0% 0.0% 139 -551 -2.05% Q3 2026 Oct 28, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 25,478 101 0.0% 0.0% 140 0 0.0% Q3 2026 Nov 02, 2026
E Fund Management Co., Ltd. History No change 21,556 90 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 10, 2026
Krilogy Financial LLC History Reduced 22,101 83 0.0% 0.0% 142 -4,247 -16.12% Q3 2026 Oct 13, 2026
SIMPLEX TRADING, LLC History Reduced 20,091 79 0.0% 0.0% 143 -40,309 -66.74% Q3 2026 Nov 04, 2026
ROYCE & ASSOCIATES LP History No change 18,553 78 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 18,400 77 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 14, 2026
Broderick Brian C History No change 18,000 75 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 10, 2026
HighTower Advisors, LLC History No change 16,639 70 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 05, 2026
MAI Capital Management History No change 16,408 69 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History Added to 17,056 67 0.0% 0.0% 149 +1,457 9.34% Q3 2026 Nov 03, 2026
Legal & General Group Plc History No change 15,904 66 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 15,863 66 0.0% 0.0% 151 0 0.0% Q2 2026 Sep 08, 2026
Cetera Investment Advisers History No change 15,005 63 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 14,913 62 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 11, 2026
Magnus Financial Group LLC History Reduced 15,505 61 0.0% 0.01% 154 -2,500 -13.89% Q3 2026 Oct 21, 2026
Ascent Group, LLC History New 14,638 58 0.0% — 155 +14,638 New Q3 2026 Oct 30, 2026
Ameritas Investment Partners, Inc. History No change 13,773 57 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History New 13,806 54 0.0% — 158 +13,806 New Q3 2026 Oct 23, 2026
Abel Hall, LLC History Added to 13,707 54 0.01% 0.01% 157 +257 1.91% Q3 2026 Oct 19, 2026
Neuberger Berman Group LLC History No change 12,448 52 0.0% 0.0% 159 0 0.0% Q2 2026 Oct 27, 2026
NorthCrest Asset Manangement, LLC History Reduced 13,279 51 0.0% 0.0% 160 -1,197 -8.27% Q3 2026 Oct 09, 2026
Ariadne Wealth Management, LP History No change 11,957 50 0.02% 0.02% 161 0 0.0% Q2 2026 Aug 13, 2026
Convergence Investment Partners, LLC History New 11,600 46 0.0% — 163 +11,600 New Q3 2026 Oct 28, 2026
Stonebrook Private Inc. History No change 10,979 46 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 10,269 43 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 13, 2026
Savvy Advisors, Inc. History No change 10,332 43 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 03, 2026
EverSource Wealth Advisors, LLC History Reduced 10,712 42 0.0% 0.0% 167 -1,193 -10.02% Q3 2026 Nov 04, 2026
TWO SIGMA SECURITIES, LLC History No change 10,030 42 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 14, 2026
Bull Harbor Capital LLC History No change 10,128 42 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 10, 2026
SAGESPRING WEALTH PARTNERS, LLC History New 10,452 41 0.0% — 169 +10,452 New Q3 2026 Oct 22, 2026
Global Retirement Partners, LLC History No change 8,493 35 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 06, 2026
Essential Partners LLC History Added to 6,330 25 0.01% 0.01% 172 +98 1.57% Q3 2026 Oct 14, 2026
Private Wealth Asset Management, LLC History No change 6,000 25 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 11, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 5,827 24 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 11, 2026
Owl Creek Wealth Partners LLC History No change 6,195 24 0.01% 0.01% 174 0 0.0% Q3 2026 Oct 20, 2026
ROYAL BANK OF CANADA History No change 5,127 22 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 14, 2026
HARBOR CAPITAL ADVISORS, INC. History New 5,164 21 0.0% — 176 +5,164 New Q3 2026 Oct 22, 2026
Sterling Capital Management LLC History Added to 5,248 20 0.0% 0.0% 177 +4,466 571.1% Q3 2026 Oct 22, 2026
Allworth Financial LP History No change 4,593 19 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 11, 2026
Quantbot Technologies LP History No change 4,187 17 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 12, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 3,758 14 0.0% 0.0% 180 +306 8.86% Q3 2026 Oct 26, 2026
GAMMA Investing LLC History Added to 2,774 11 0.0% 0.0% 182 +392 16.46% Q3 2026 Oct 08, 2026
Rockefeller Capital Management L.P. History No change 2,732 11 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 2,392 10 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History Added to 2,337 9 0.0% 0.0% 186 +2,033 668.75% Q3 2026 Oct 23, 2026
True Wealth Design, LLC History Added to 2,398 9 0.0% 0.0% 187 +8 0.33% Q3 2026 Oct 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,286 9 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 2,241 9 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 24, 2026
Rialto Wealth Management, LLC History No change 2,174 9 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History Reduced 2,019 8 0.0% 0.0% 189 -297 -12.82% Q3 2026 Oct 16, 2026
WealthCollab, LLC History No change 1,970 8 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 10, 2026
Physician Wealth Advisors, Inc. History Added to 1,900 7 0.0% 0.0% 192 +231 13.84% Q3 2026 Oct 20, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,763 7 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 06, 2026
SJS Investment Consulting Inc. History Added to 1,727 6 0.0% 0.0% 195 +1,339 345.1% Q3 2026 Oct 26, 2026
Farther Finance Advisors, LLC History Added to 1,583 6 0.0% 0.0% 196 +1,188 300.76% Q3 2026 Oct 08, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,627 6 0.0% 0.0% 193 0 0.0% Q3 2026 Oct 20, 2026
Optiver Holding B.V. History No change 1,646 6 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 1,311 5 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 14, 2026
Fortitude Family Office, LLC History Reduced 1,034 4 0.0% 0.0% 199 -80 -7.18% Q3 2026 Oct 14, 2026
IAG Wealth Partners, LLC History No change 1,000 4 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 06, 2026
North Star Investment Management Corp. History New 1,000 3 0.0% — 200 +1,000 New Q3 2026 Oct 27, 2026
SBI Securities Co., Ltd. History Reduced 701 2 0.0% 0.0% 202 -610 -46.53% Q3 2026 Oct 21, 2026
Truvestments Capital LLC History No change 643 2 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 12, 2026
Basecamp Wealth Advisors LLC History No change 542 2 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 569 2 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 13, 2026
Provenance Wealth Advisors, LLC History New 451 1 0.0% — 209 +451 New Q3 2026 Oct 30, 2026
Parkside Financial Bank & Trust History New 360 1 0.0% — 208 +360 New Q3 2026 Oct 27, 2026
Avion Wealth History Reduced 390 1 0.0% 0.0% 205 -126 -24.42% Q3 2026 Nov 03, 2026
Covestor Ltd History Reduced 192 1 0.0% 0.0% 206 -125 -39.43% Q3 2026 Oct 30, 2026
Quarry LP History No change 273 1 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 14, 2026
Inspire Investing, LLC History Closed out 0 0 — 0.11% — -630,072 -100.0% Q3 2026 Oct 22, 2026
TRUIST FINANCIAL CORP History Closed out 0 0 — 0.0% — -35,529 -100.0% Q3 2026 Oct 30, 2026
Chicago Partners Investment Group LLC History Closed out 0 0 — 0.0% — -11,972 -100.0% Q3 2026 Oct 26, 2026
Allegiance Financial Group Advisory Services LLC History Closed out 0 0 — 0.01% — -10,875 -100.0% Q3 2026 Nov 02, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — 0.0% — -3,076 -100.0% Q3 2026 Oct 29, 2026
Ascentis Wealth Management, LLC History New 235 0 — — — +235 New Q3 2026 Nov 03, 2026
Root Financial Partners, LLC History New 182 0 — — — +182 New Q3 2026 Oct 21, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -119 -100.0% Q3 2026 Oct 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — — — -29 -100.0% Q3 2026 Nov 02, 2026
Clearstead Advisors, LLC History No change 73 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
NATIONAL BANK OF CANADA /FI/ History No change 136 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
C M BIDWELL & ASSOCIATES LTD History No change 225 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Clean Yield Group History No change 85 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Steward Partners Investment Advisory, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 201 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Blue Trust, Inc. History No change 34 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
CoreCap Advisors, LLC History No change 235 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 6 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Smartleaf Asset Management LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Dogwood Wealth Management LLC History No change 189 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
Keating Financial Advisory Services, Inc. History No change 66 0 — — — 0 0.0% Q2 2026 Aug 11, 2026