Invivyd, Inc. - IVVD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jupiter Topco LLC | History | No change | 34,173,104 | 30,048 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BVF INC/IL | History | No change | 28,165,000 | 24,571 | 0.63% | 0.63% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAVERICK CAPITAL LTD | History | No change | 18,970,913 | 16,550 | 0.15% | 0.15% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PERCEPTIVE ADVISORS LLC | History | No change | 18,490,636 | 16,131 | 0.24% | 0.24% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 16,134,885 | 14,076 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 10,496,507 | 9,152 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M28 Capital Management LP | History | No change | 9,248,250 | 8,068 | 17.11% | 17.11% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Saturn V Capital Management LP | History | No change | 8,392,288 | 7,321 | 1.05% | 1.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Soleus Capital Management, L.P. | History | No change | 7,708,727 | 6,725 | 0.23% | 0.23% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Point72 Asset Management, L.P. | History | No change | 7,542,061 | 6,579 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 5,730,948 | 4,999 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 5,418,774 | 4,728 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Siren, L.L.C. | History | No change | 5,000,000 | 4,362 | 0.09% | 0.09% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 4,806,543 | 4,193 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 3,807,427 | 3,321 | 0.15% | 0.15% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 3,766,541 | 3,285 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 3,661,480 | 3,194 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 3,457,428 | 3,016 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Qube Research & Technologies Ltd | History | No change | 3,320,238 | 2,896 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ikarian Capital, LLC | History | No change | 2,656,570 | 2,317 | 0.25% | 0.25% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redmile Group, LLC | History | No change | 2,597,759 | 2,266 | 0.15% | 0.15% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 683 Capital Management, LLC | History | No change | 2,482,543 | 2,165 | 0.11% | 0.11% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 2,333,474 | 2,035 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eversept Partners, LP | History | No change | 2,237,015 | 1,951 | 0.1% | 0.1% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,721,276 | 1,501 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,610,353 | 1,404 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boxer Capital Management, LLC | History | No change | 1,500,000 | 1,308 | 0.1% | 0.1% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,459,012 | 1,272 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,417,732 | 1,236 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,205,599 | 1,051 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,056,339 | 920 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 995,334 | 868 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 978,552 | 853 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 790,749 | 687 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 774,635 | 675 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 662,065 | 578 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 575,566 | 500 | 0.0% | 0.0% | 37 | +57,646 | 11.13% | Q3 2026 | Nov 05, 2026 |
| UBS Group AG | History | No change | 552,260 | 481 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 469,717 | 409 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 454,530 | 396 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 450,115 | 392 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 428,847 | 374 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 424,933 | 370 | 0.09% | 0.09% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 356,920 | 311 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Birchview Capital, LP | History | No change | 342,275 | 298 | 0.14% | 0.14% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 280,333 | 244 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | No change | 231,475 | 201 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 204,436 | 178 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 176,526 | 154 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 176,700 | 154 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 172,695 | 151 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 115,400 | 150 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verdad Advisers, LP | History | No change | 172,376 | 150 | 0.14% | 0.14% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 165,609 | 144 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 161,989 | 140 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| RHUMBLINE ADVISERS | History | No change | 157,594 | 137 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jain Global LLC | History | No change | 155,251 | 135 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 138,255 | 120 | 0.0% | 0.0% | 58 | +31,700 | 29.75% | Q3 2026 | Oct 26, 2026 |
| MetLife Investment Management, LLC | History | No change | 133,800 | 116 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Miller Financial Services LLC | History | Reduced | 130,000 | 113 | 0.09% | 0.09% | 60 | -3,000 | -2.26% | Q3 2026 | Oct 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 109,261 | 103 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Knott David M Jr | History | No change | 100,000 | 87 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 99,200 | 86 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 96,507 | 84 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Voleon Capital Management LP | History | No change | 97,214 | 84 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 96,921 | 84 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 89,938 | 78 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARCLAYS PLC | History | No change | 81,960 | 71 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| a16z Perennial Management, L.P. | History | No change | 79,869 | 69 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| XTX Topco Ltd | History | No change | 72,531 | 63 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 69,264 | 60 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 69,782 | 59 | 0.0% | 0.0% | 72 | -2,705 | -3.73% | Q3 2026 | Oct 27, 2026 |
| SIMPLEX TRADING, LLC | History | New | 64,910 | 56 | 0.0% | — | 73 | +64,910 | New | Q3 2026 | Nov 04, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 62,079 | 54 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 60,800 | 53 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 59,213 | 51 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Rangeley Capital, LLC | History | No change | 59,000 | 51 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Scientech Research LLC | History | No change | 52,893 | 46 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 42,078 | 36 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 40,606 | 35 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ProShare Advisors LLC | History | Added to | 37,752 | 32 | 0.0% | 0.0% | 81 | +532 | 1.43% | Q3 2026 | Oct 28, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 32,850 | 28 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 28,765 | 25 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Massar Capital Management, LP | History | No change | 28,273 | 24 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 27,058 | 23 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 23,094 | 20 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ArchPoint Investors | History | No change | 23,000 | 20 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 23,402 | 20 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 23,000 | 20 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | New | 22,568 | 19 | 0.0% | — | 90 | +22,568 | New | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 20,830 | 18 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 21,662 | 18 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XPONANCE LLC | History | Reduced | 19,687 | 17 | 0.0% | 0.0% | 95 | -347 | -1.73% | Q3 2026 | Nov 03, 2026 |
| US BANCORP \DE\ | History | No change | 20,500 | 17 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Legal & General Group Plc | History | No change | 20,435 | 17 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 19,102 | 16 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 18,251 | 15 | 0.0% | 0.0% | 97 | -94,424 | -83.8% | Q3 2026 | Nov 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 17,496 | 15 | 0.0% | — | 99 | +17,000 | 3427.42% | Q3 2026 | Nov 03, 2026 |
| Wealthspire Advisors, LLC | History | No change | 17,595 | 15 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 16,300 | 14 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 16,822 | 14 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 16,904 | 14 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abel Hall, LLC | History | Reduced | 15,752 | 13 | 0.0% | 0.0% | 105 | -15,020 | -48.81% | Q3 2026 | Oct 19, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 15,063 | 13 | 0.0% | 0.0% | 104 | +1,887 | 14.32% | Q3 2026 | Oct 28, 2026 |
| CIBC Asset Management Inc | History | No change | 15,180 | 13 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 11,555 | 10 | 0.0% | — | 107 | +11,555 | New | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 11,250 | 10 | 0.0% | — | 108 | +11,250 | New | Q3 2026 | Nov 02, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 11,621 | 10 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | New | 11,000 | 9 | 0.0% | — | 110 | +11,000 | New | Q3 2026 | Oct 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 10,443 | 9 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 9,583 | 8 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COURIER CAPITAL LLC | History | No change | 10,000 | 8 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 10,000 | 8 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 10,076 | 7 | 0.0% | — | 114 | +10,076 | New | Q3 2026 | Oct 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 7,107 | 6 | 0.0% | — | 115 | +7,106 | 710600.0% | Q3 2026 | Oct 29, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 5,905 | 5 | 0.0% | 0.0% | 116 | -24 | -0.4% | Q3 2026 | Oct 26, 2026 |
| State of Wyoming | History | Reduced | 4,827 | 4 | 0.0% | 0.0% | 117 | -10,317 | -68.13% | Q3 2026 | Oct 28, 2026 |
| Sterling Capital Management LLC | History | Added to | 4,357 | 3 | 0.0% | 0.0% | 118 | +115 | 2.71% | Q3 2026 | Oct 22, 2026 |
| SJS Investment Consulting Inc. | History | New | 2,497 | 2 | 0.0% | — | 121 | +2,497 | New | Q3 2026 | Oct 26, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 2,899 | 2 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| NATIXIS | History | No change | 3,000 | 2 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | New | 1,476 | 1 | 0.0% | — | 124 | +1,476 | New | Q3 2026 | Oct 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,428 | 1 | 0.0% | — | 123 | +1,427 | 142700.0% | Q3 2026 | Oct 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,446 | 1 | 0.0% | — | 122 | +400 | 38.24% | Q3 2026 | Oct 21, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,683 | -100.0% | Q3 2026 | Oct 26, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 319 | 0 | — | — | — | +319 | New | Q3 2026 | Nov 04, 2026 |
| Root Financial Partners, LLC | History | New | 248 | 0 | — | — | — | +248 | New | Q3 2026 | Oct 21, 2026 |
| Essential Partners LLC | History | New | 222 | 0 | — | — | — | +222 | New | Q3 2026 | Oct 14, 2026 |
| IFP Advisors, Inc | History | New | 155 | 0 | — | — | — | +155 | New | Q3 2026 | Oct 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 426 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,052 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 889 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Allworth Financial LP | History | No change | 165 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 500 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 560 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | No change | 330 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |