IRONWOOD PHARMACEUTICALS INC - IRWD
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 | 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 |