Ascendis Pharma AS - K08588103

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.
Full rows mode is enabled. Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
RA CAPITAL MANAGEMENT, L.P. History No change 10,281,496 2,742,280 23.83% 23.83% 1 0 0.0% Q2 2026 Aug 14, 2026
T. Rowe Price Investment Management, Inc. History No change 6,754,846 1,801,653 1.18% 1.18% 2 0 0.0% Q2 2026 Aug 14, 2026
Avoro Capital Advisors LLC History No change 5,111,111 1,363,235 12.24% 12.24% 3 0 0.0% Q2 2026 Aug 14, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History No change 4,798,267 1,279,793 4.18% 4.18% 4 0 0.0% Q2 2026 Aug 12, 2026
Jupiter Topco LLC History No change 3,648,772 973,379 0.4% 0.4% 5 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History Reduced 3,445,493 784,986 0.03% 0.04% 6 -100,082 -2.82% Q3 2026 Nov 10, 2026
Artisan Partners Limited Partnership History No change 2,634,024 702,546 1.11% 1.11% 7 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 2,211,833 589,940 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 07, 2026
Capital International Investors History No change 1,988,614 530,403 0.11% 0.11% 9 0 0.0% Q2 2026 Aug 12, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 1,875,301 500,141 0.16% 0.16% 10 0 0.0% Q2 2026 Aug 03, 2026
FRANKLIN RESOURCES INC History No change 1,862,503 496,766 0.11% 0.11% 11 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 1,548,636 413,052 0.07% 0.07% 12 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,400,575 373,562 0.17% 0.17% 13 0 0.0% Q2 2026 Aug 12, 2026
PERCEPTIVE ADVISORS LLC History No change 1,163,721 310,387 4.66% 4.66% 14 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 1,122,529 299,402 0.03% 0.03% 15 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 1,165,487 265,532 0.14% 0.11% 16 +291,985 33.43% Q3 2026 Nov 02, 2026
Capital World Investors History No change 906,081 241,669 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 12, 2026
Polar Capital Holdings Plc History No change 616,908 164,541 0.39% 0.39% 18 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 559,534 149,238 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 544,393 145,200 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History Added to 590,220 134,469 0.0% 0.0% 21 +76,251 14.84% Q3 2026 Nov 12, 2026
Invesco Ltd. History No change 414,196 110,474 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 406,789 108,498 0.01% 0.01% 23 0 0.0% Q2 2026 Sep 02, 2026
ALLIANCEBERNSTEIN L.P. History No change 399,292 106,499 0.04% 0.04% 24 0 0.0% Q2 2026 Aug 14, 2026
Vestal Point Capital, LP History No change 375,000 100,020 2.34% 2.34% 25 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 423,254 96,429 0.01% 0.01% 26 +20,103 4.99% Q3 2026 Nov 06, 2026
Bank of New York Mellon Corp History Added to 416,865 94,974 0.02% 0.01% 27 +97,453 30.51% Q3 2026 Nov 05, 2026
JPMORGAN CHASE & CO History Added to 414,149 94,455 0.01% 0.01% 28 +46,368 12.61% Q3 2026 Nov 12, 2026
MILLENNIUM MANAGEMENT LLC History No change 328,708 87,672 0.03% 0.03% 29 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 320,514 85,487 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 307,203 81,937 0.06% 0.06% 31 0 0.0% Q2 2026 Aug 14, 2026
FIL Ltd History Added to 355,243 80,935 0.06% 0.07% 32 +9,676 2.8% Q3 2026 Nov 10, 2026
JANE STREET GROUP, LLC History No change 283,341 75,572 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 260,638 69,517 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
Tri Locum Partners LP History No change 258,740 69,011 8.49% 8.49% 35 0 0.0% Q2 2026 Aug 14, 2026
ORBIMED ADVISORS LLC History No change 244,456 65,201 1.21% 1.21% 36 0 0.0% Q2 2026 Aug 14, 2026
PFM Health Sciences, LP History No change 233,171 62,191 5.34% 5.34% 37 0 0.0% Q2 2026 Aug 14, 2026
Spyglass Capital Management LLC History No change 215,398 57,450 3.11% 3.11% 38 0 0.0% Q2 2026 Aug 14, 2026
SILVERARC CAPITAL MANAGEMENT, LLC History No change 206,234 55,006 5.72% 5.72% 39 0 0.0% Q2 2026 Aug 13, 2026
Allspring Global Investments Holdings, LLC History Added to 227,013 51,602 0.08% 0.07% 40 +48,275 27.01% Q3 2026 Nov 04, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 191,791 51,154 0.06% 0.06% 41 0 0.0% Q2 2026 Jul 29, 2026
Empowered Funds, LLC History No change 187,271 49,948 0.26% 0.26% 42 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History Reduced 216,981 49,434 0.04% 0.06% 43 -20,888 -8.78% Q3 2026 Nov 10, 2026
ARS Investment Partners, LLC History Reduced 206,179 46,973 2.11% 2.45% 44 -4,283 -2.04% Q3 2026 Nov 05, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 173,449 46,262 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 13, 2026
FRED ALGER MANAGEMENT, LLC History No change 171,447 45,728 0.15% 0.15% 46 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History Added to 198,304 45,179 0.01% 0.01% 47 +107,986 119.56% Q3 2026 Nov 10, 2026
Rock Springs Capital Management LP History No change 168,750 45,009 2.2% 2.2% 48 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 164,815 43,959 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 161,026 42,949 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 07, 2026
RICE HALL JAMES & ASSOCIATES, LLC History No change 148,644 39,646 1.93% 1.93% 51 0 0.0% Q2 2026 Aug 07, 2026
USS Investment Management Ltd History Added to 170,587 38,877 0.15% 0.14% 52 +29,577 20.98% Q3 2026 Nov 10, 2026
LORD, ABBETT & CO. LLC History No change 144,468 38,533 0.11% 0.11% 53 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History Reduced 162,064 36,923 0.0% 0.01% 54 -239,817 -59.67% Q3 2026 Nov 10, 2026
Walleye Capital LLC History No change 128,505 34,274 0.12% 0.12% 55 0 0.0% Q2 2026 Aug 03, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 125,772 33,545 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 13, 2026
Fiera Capital Corp History Added to 146,955 33,480 0.13% 0.1% 57 +43,642 42.24% Q3 2026 Nov 06, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 119,699 31,926 0.04% 0.04% 58 0 0.0% Q2 2026 Aug 13, 2026
TD ASSET MANAGEMENT INC History No change 119,085 31,762 0.03% 0.03% 59 0 0.0% Q2 2026 Aug 04, 2026
Resolute Capital Asset Partners LLC History No change 118,627 31,640 13.52% 13.52% 60 0 0.0% Q2 2026 Aug 14, 2026
BRAUN STACEY ASSOCIATES INC History Added to 133,224 30,352 0.87% 1.0% 61 +542 0.41% Q3 2026 Oct 19, 2026
Eagle Health Investments LP History No change 106,158 28,314 4.69% 4.69% 62 0 0.0% Q2 2026 Aug 10, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 124,029 28,257 0.03% 0.01% 63 +69,697 128.28% Q3 2026 Nov 10, 2026
First Turn Management, LLC History No change 104,877 27,972 2.99% 2.99% 64 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 103,933 27,721 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 103,540 27,616 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
Woodline Partners LP History No change 102,469 27,330 0.08% 0.08% 67 0 0.0% Q2 2026 Aug 14, 2026
Q Global Advisors, LLC History No change 100,000 26,672 17.01% 17.01% 68 0 0.0% Q2 2026 Aug 14, 2026
Defilade Capital Management, L.P. History No change 94,843 25,296 3.39% 3.39% 69 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 109,308 24,903 0.01% 0.0% 70 +80,615 280.96% Q3 2026 Nov 04, 2026
Caption Management, LLC History No change 87,800 23,418 0.11% 0.11% 71 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 85,478 22,798 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 14, 2026
SAPIENT CAPITAL LLC History Added to 95,721 21,808 0.29% 0.32% 73 +3,559 3.86% Q3 2026 Oct 08, 2026
LOOMIS SAYLES & CO L P History Added to 83,171 18,948 0.02% 0.03% 74 +4,230 5.36% Q3 2026 Nov 12, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 70,061 18,686 0.11% 0.11% 75 0 0.0% Q2 2026 Aug 14, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 66,500 17,736 0.02% 0.02% 76 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 62,283 16,612 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 14, 2026
CASTLEARK MANAGEMENT LLC History No change 61,696 16,455 0.44% 0.44% 78 0 0.0% Q2 2026 Aug 14, 2026
Atika Capital Management LLC History No change 61,000 16,269 1.07% 1.07% 79 0 0.0% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History Added to 68,106 15,516 0.03% 0.0% 80 +60,990 857.08% Q3 2026 Nov 12, 2026
Aberdeen Group plc History Added to 66,250 15,093 0.02% 0.01% 81 +29,738 81.45% Q3 2026 Nov 10, 2026
Walleye Trading LLC History No change 50,800 13,549 0.02% 0.02% 82 0 0.0% Q2 2026 Aug 03, 2026
WELLS FARGO & COMPANY/MN History No change 50,353 13,430 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
Cormorant Asset Management, LP History No change 50,000 13,336 0.68% 0.68% 84 0 0.0% Q2 2026 Aug 14, 2026
DAFNA Capital Management LLC History No change 48,469 12,927 2.47% 2.47% 85 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 47,269 12,607 0.07% 0.07% 86 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History Added to 55,285 12,602 0.01% 0.01% 87 +6,925 14.32% Q3 2026 Nov 06, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 45,776 12,209 0.0% 0.0% 88 0 0.0% Q2 2026 Sep 23, 2026
Integral Health Asset Management, LLC History No change 45,000 12,002 0.47% 0.47% 89 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History Added to 52,145 11,880 0.01% 0.01% 90 +3,533 7.27% Q3 2026 Nov 10, 2026
Pictet Asset Management Holding SA History Reduced 51,861 11,826 0.01% 0.06% 91 -182,178 -77.84% Q3 2026 Nov 03, 2026
XTX Topco Ltd History No change 43,289 11,546 0.15% 0.15% 92 0 0.0% Q2 2026 Aug 14, 2026
Eversept Partners, LP History No change 41,621 11,101 0.58% 0.58% 93 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History Reduced 45,094 10,273 0.0% 0.0% 94 -31,446 -41.08% Q3 2026 Nov 06, 2026
Nicholas Investment Partners, LP History No change 38,160 10,178 0.57% 0.57% 95 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 37,425 9,981 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 33,383 8,903 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 10, 2026
Longaeva Partners L.P. History No change 32,036 8,544 0.19% 0.19% 98 0 0.0% Q2 2026 Aug 14, 2026
Catalio Capital Management, LP History No change 31,759 8,470 1.59% 1.59% 99 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 31,023 8,274 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 35,692 8,131 0.02% 0.02% 101 -7,986 -18.28% Q3 2026 Nov 12, 2026
Affinity Asset Advisors, LLC History No change 30,000 8,001 0.36% 0.36% 102 0 0.0% Q2 2026 Aug 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 29,303 7,815 0.03% 0.03% 103 0 0.0% Q2 2026 Aug 14, 2026
ADAR1 Capital Management, LLC History No change 28,604 7,629 0.35% 0.35% 104 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 32,912 7,498 0.0% 0.0% 105 +5,372 19.51% Q3 2026 Nov 10, 2026
ROYAL BANK OF CANADA History No change 27,283 7,277 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
Capital International Sarl History No change 26,222 6,993 0.1% 0.1% 107 0 0.0% Q2 2026 Aug 12, 2026
Diversified Trust Co History Added to 30,581 6,967 0.15% 0.11% 108 +4,590 17.66% Q3 2026 Nov 06, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 23,549 6,280 0.11% 0.11% 109 0 0.0% Q2 2026 Aug 14, 2026
Matisse Capital History Reduced 27,407 6,244 2.44% 3.0% 110 -700 -2.49% Q3 2026 Oct 29, 2026
Handelsbanken Fonder AB History Added to 27,210 6,199 0.02% 0.02% 111 +160 0.59% Q3 2026 Nov 09, 2026
MARSHALL WACE, LLP History No change 22,503 6,002 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 21,640 5,771 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 12, 2026
Treasurer of the State of North Carolina History No change 21,210 5,657 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 14, 2026
Tredje AP-fonden History No change 20,448 5,453 0.02% 0.02% 115 0 0.0% Q2 2026 Aug 10, 2026
LPL Financial LLC History Added to 23,729 5,406 0.0% 0.0% 116 +9,384 65.42% Q3 2026 Nov 06, 2026
Pathstone Holdings, LLC History No change 20,248 5,400 0.02% 0.02% 117 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 19,977 5,328 0.02% 0.02% 118 0 0.0% Q2 2026 Aug 17, 2026
Police & Firemen's Retirement System of New Jersey History Added to 23,101 5,263 0.04% 0.05% 119 +605 2.69% Q3 2026 Nov 09, 2026
Artia Global Partners LP History No change 17,740 4,731 0.87% 0.87% 120 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 17,014 4,537 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL INTERNATIONAL LTD /CA/ History No change 16,394 4,372 0.14% 0.14% 122 0 0.0% Q2 2026 Aug 12, 2026
WINTON GROUP Ltd History New 19,042 4,338 0.17% — 123 +19,042 New Q3 2026 Nov 12, 2026
FIRST TRUST ADVISORS LP History No change 16,226 4,327 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 11, 2026
SIT INVESTMENT ASSOCIATES INC History Added to 18,900 4,306 0.08% 0.08% 125 +3,000 18.87% Q3 2026 Nov 12, 2026
Amundi History Added to 18,336 4,177 0.0% 0.0% 126 +6,524 55.23% Q3 2026 Nov 06, 2026
SECTOR GAMMA AS History Reduced 18,305 4,170 0.86% 1.23% 127 -3,000 -14.08% Q3 2026 Nov 12, 2026
Henry James International Management Inc. History Added to 17,658 4,023 1.22% 1.36% 128 +671 3.95% Q3 2026 Oct 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 14,789 3,944 0.0% 0.0% 129 0 0.0% Q2 2026 Sep 09, 2026
Assenagon Asset Management S.A. History Added to 17,305 3,942 0.0% 0.0% 130 +15,870 1105.92% Q3 2026 Oct 15, 2026
ASSETMARK, INC History Added to 16,611 3,784 0.01% 0.01% 131 +3,116 23.09% Q3 2026 Oct 21, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History New 16,584 3,778 0.08% — 132 +16,584 New Q3 2026 Nov 03, 2026
Nan Fung Group Holdings Ltd History No change 13,600 3,627 2.76% 2.76% 133 0 0.0% Q2 2026 Aug 13, 2026
China Universal Asset Management Co., Ltd. History Added to 15,093 3,442 0.18% 0.16% 134 +5,295 54.04% Q3 2026 Oct 27, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 14,204 3,236 0.01% — 135 +14,204 New Q3 2026 Nov 12, 2026
Lighthouse Investment Partners, LLC History No change 12,000 3,200 0.09% 0.09% 136 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History Added to 14,023 3,194 0.01% 0.0% 137 +12,790 1037.31% Q3 2026 Oct 30, 2026
Seven Fleet Capital Management LP History No change 11,869 3,165 0.52% 0.52% 138 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 11,791 3,144 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
Mediolanum International Funds Ltd History No change 11,697 3,084 0.03% 0.03% 140 0 0.0% Q2 2026 Jul 23, 2026
FIRST NATIONAL BANK OF OMAHA History No change 10,880 2,869 0.08% 0.08% 141 0 0.0% Q2 2026 Aug 07, 2026
Baird Financial Group, Inc. History No change 10,735 2,863 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 12, 2026
DLD Asset Management, LP History No change 10,500 2,802 0.19% 0.19% 143 0 0.0% Q2 2026 Aug 12, 2026
Diversify Advisory Services, LLC History Added to 12,299 2,787 0.04% 0.05% 144 +1,118 10.0% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 12,299 2,787 0.04% 0.05% 145 +1,118 10.0% Q3 2026 Oct 20, 2026
Capital International, Inc./CA/ History No change 10,443 2,785 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 12, 2026
Morse Asset Management, Inc History Added to 12,210 2,781 0.48% 0.42% 147 +2,621 27.33% Q3 2026 Nov 09, 2026
Engineers Gate Manager LP History No change 9,648 2,573 0.03% 0.03% 148 0 0.0% Q2 2026 Aug 14, 2026
Inspire Investing, LLC History New 10,428 2,375 0.1% — 149 +10,428 New Q3 2026 Oct 22, 2026
Ethic Inc. History New 10,326 2,352 0.03% — 150 +10,326 New Q3 2026 Nov 03, 2026
Gilbert & Cook, Inc. History No change 8,543 2,278 0.26% 0.26% 151 0 0.0% Q2 2026 Jul 28, 2026
Dorsey Wright & Associates History No change 8,427 2,247 0.38% 0.38% 152 0 0.0% Q2 2026 Aug 06, 2026
CIBC Bancorp USA Inc. History No change 8,398 2,239 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History Reduced 9,690 2,207 0.04% 0.06% 154 -4,037 -29.41% Q3 2026 Oct 22, 2026
SIMPLEX TRADING, LLC History Added to 9,419 2,145 0.0% 0.0% 155 +1,144 13.82% Q3 2026 Nov 04, 2026
Brevan Howard Capital Management LP History No change 7,930 2,115 0.02% 0.02% 156 0 0.0% Q2 2026 Aug 14, 2026
Atom Investors LP History No change 7,757 2,068 0.18% 0.18% 157 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 9,046 2,060 0.0% 0.0% 158 +690 8.26% Q3 2026 Nov 02, 2026
XPONANCE LLC History Added to 8,373 1,907 0.01% 0.01% 159 +496 6.3% Q3 2026 Nov 03, 2026
Advisors Asset Management, Inc. History Added to 26,664 1,888 0.03% 0.04% 160 +17,518 191.54% Q3 2026 Nov 10, 2026
RAYMOND JAMES FINANCIAL INC History No change 6,901 1,840 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
Exome Asset Management LLC History No change 6,573 1,753 1.08% 1.08% 162 0 0.0% Q2 2026 Aug 14, 2026
Vinva Investment Management Ltd History No change 4,536 1,738 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 14, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 6,486 1,729 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 6,454 1,721 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History No change 6,365 1,697 0.09% 0.09% 166 0 0.0% Q2 2026 Aug 03, 2026
New Republic Capital, LLC History No change 6,286 1,676 0.39% 0.39% 167 0 0.0% Q2 2026 Jul 31, 2026
Cetera Investment Advisers History No change 6,283 1,675 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 12, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 7,274 1,657 0.0% 0.0% 169 +358 5.18% Q3 2026 Oct 28, 2026
Evolutionary Tree Capital Management, LLC History No change 6,049 1,613 3.04% 3.04% 170 0 0.0% Q2 2026 Aug 13, 2026
Marks Group Wealth Management, Inc History Added to 7,068 1,610 0.14% 0.1% 171 +2,723 62.67% Q3 2026 Nov 05, 2026
BAROMETER CAPITAL MANAGEMENT INC. History No change 5,370 1,432 0.4% 0.4% 172 0 0.0% Q2 2026 Aug 12, 2026
Sigma Planning Corp History Added to 6,257 1,425 0.04% 0.02% 173 +3,967 173.23% Q3 2026 Oct 23, 2026
Virtus Investment Advisers, LLC History No change 5,333 1,422 0.33% 0.33% 174 0 0.0% Q2 2026 Aug 11, 2026
CIBC WORLD MARKET INC. History Reduced 6,144 1,399 0.0% 0.0% 175 -12 -0.19% Q3 2026 Nov 10, 2026
Progeny 3, Inc. History No change 5,230 1,394 0.07% 0.07% 176 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 5,256 1,370 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 14, 2026
ALLIANZ SE History No change 5,077 1,354 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 5,855 1,333 0.0% 0.0% 179 -1,208 -17.1% Q3 2026 Nov 06, 2026
SIG BROKERAGE, LP History No change 5,000 1,333 0.03% 0.03% 180 0 0.0% Q2 2026 Aug 14, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 4,726 1,260 0.21% 0.21% 181 0 0.0% Q2 2026 Aug 04, 2026
Atria Investments, Inc History Added to 5,518 1,257 0.01% 0.01% 182 +174 3.26% Q3 2026 Oct 15, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 5,428 1,236 0.0% 0.0% 183 +5,409 28468.42% Q3 2026 Oct 20, 2026
Avior Wealth Management, LLC History New 5,236 1,192 0.03% — 184 +5,236 New Q3 2026 Oct 13, 2026
J. Safra Sarasin Holding AG History Added to 5,168 1,177 0.02% 0.01% 185 +2,651 105.32% Q3 2026 Oct 26, 2026
NEW WAVE WEALTH ADVISORS LLC History Added to 5,189 1,158 0.3% 0.35% 186 +375 7.79% Q3 2026 Oct 19, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 4,830 1,100 0.11% 0.15% 187 -1,050 -17.86% Q3 2026 Oct 08, 2026
Daiwa Securities Group Inc. History Added to 4,805 1,094 0.0% 0.0% 188 +2,593 117.22% Q3 2026 Oct 29, 2026
Squarepoint Ops LLC History Reduced 4,800 1,093 0.0% 0.0% 190 -4,886 -50.44% Q3 2026 Nov 09, 2026
Allianz Asset Management GmbH History No change 4,100 1,093 0.0% 0.0% 189 0 0.0% Q2 2026 Sep 02, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 4,073 1,086 0.3% 0.3% 191 0 0.0% Q2 2026 Aug 14, 2026
AlphaCentric Advisors LLC History Added to 4,706 1,072 0.95% 1.04% 192 +121 2.64% Q3 2026 Nov 03, 2026
Strategic Global Advisors, LLC History No change 3,910 1,042 0.15% 0.15% 193 0 0.0% Q2 2026 Aug 14, 2026
AdvisorShares Investments LLC History Reduced 4,541 1,034 0.13% 0.16% 194 -441 -8.85% Q3 2026 Nov 09, 2026
Biondo Investment Advisors, LLC History No change 3,825 1,020 0.12% 0.12% 195 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 3,768 1,005 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 27, 2026
PEAK6 LLC History No change 3,764 1,003 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 12, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 4,331 986 0.01% 0.01% 198 -1,015 -18.99% Q3 2026 Oct 27, 2026
CenterBook Partners LP History Added to 4,108 935 0.04% 0.04% 199 +982 31.41% Q3 2026 Nov 02, 2026
Financiere des Professionnels - Fonds d'investissement inc. History Reduced 3,975 905 0.05% 0.06% 200 -182 -4.38% Q3 2026 Nov 03, 2026
M&T BANK CORP History New 3,958 902 0.0% — 201 +3,958 New Q3 2026 Nov 10, 2026
Federation des caisses Desjardins du Quebec History No change 3,300 880 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 13, 2026
Asset Management One Co., Ltd. History No change 3,805 866 0.0% 0.0% 203 0 0.0% Q3 2026 Oct 27, 2026
AMALGAMATED BANK History Added to 3,798 865 0.01% 0.01% 204 +179 4.95% Q3 2026 Oct 23, 2026
Brookwood Investment Group LLC History No change 3,194 851 0.1% 0.1% 205 0 0.0% Q2 2026 Jul 23, 2026
Orion Porfolio Solutions, LLC History No change 3,129 834 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 14, 2026
DnB Asset Management AS History No change 3,090 824 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 11, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 3,063 816 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 14, 2026
STG SECURITIES, LLC History No change 2,986 796 0.06% 0.06% 209 0 0.0% Q2 2026 Aug 13, 2026
Rose Capital Advisors LLC History Added to 3,491 795 0.19% 0.41% 210 +404 13.09% Q3 2026 Nov 04, 2026
Synergy Asset Management, LLC History Reduced 3,452 786 0.07% 2.29% 211 -87,776 -96.22% Q3 2026 Nov 05, 2026
Capital Group Investment Management Pte. Ltd. History No change 2,906 775 0.12% 0.12% 212 0 0.0% Q2 2026 Aug 12, 2026
HB Wealth Management, LLC History New 3,347 762 0.0% — 213 +3,347 New Q3 2026 Oct 23, 2026
MetLife Investment Management, LLC History No change 2,660 709 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 2,617 698 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 14, 2026
Utah Retirement Systems History No change 2,598 692 0.01% 0.01% 216 0 0.0% Q2 2026 Aug 14, 2026
SECTORAL ASSET MANAGEMENT INC History No change 2,570 685 0.48% 0.48% 217 0 0.0% Q2 2026 Aug 14, 2026
Maryland State Retirement & Pension System History Added to 2,979 678 0.01% 0.01% 218 +408 15.87% Q3 2026 Nov 05, 2026
MACKENZIE FINANCIAL CORP History Added to 2,958 673 0.0% 0.0% 219 +389 15.14% Q3 2026 Nov 02, 2026
GROUP ONE TRADING LLC History Reduced 2,767 630 0.0% 0.0% 220 -1,252 -31.15% Q3 2026 Nov 10, 2026
Vident Advisory, LLC History No change 2,208 588 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 12, 2026
Chicago Partners Investment Group LLC History Added to 2,316 563 0.01% 0.01% 222 +52 2.3% Q3 2026 Oct 26, 2026
Burns Matteson Capital Management, LLC History New 2,459 560 0.19% — 223 +2,459 New Q3 2026 Oct 16, 2026
Quantitative Investment Management, LLC History No change 1,985 529 0.06% 0.06% 224 0 0.0% Q2 2026 Aug 14, 2026
Csenge Advisory Group History Added to 2,299 523 0.02% 0.02% 225 +128 5.9% Q3 2026 Nov 04, 2026
Virtu Financial LLC History No change 1,873 499 0.02% 0.02% 226 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 1,870 498 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 11, 2026
ProShare Advisors LLC History Added to 2,134 486 0.0% 0.0% 228 +113 5.59% Q3 2026 Oct 28, 2026
Tower Research Capital LLC (TRC) History No change 1,795 478 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 11, 2026
Henshaw Capital LLC History No change 2,082 474 0.01% 0.02% 230 0 0.0% Q3 2026 Nov 03, 2026
HSBC HOLDINGS PLC History No change 1,732 466 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 14, 2026
Phoenix Financial Ltd. History New 1,969 450 0.0% — 232 +1,969 New Q3 2026 Nov 09, 2026
Sovran Advisors, LLC History Added to 1,686 426 0.03% 0.02% 233 +777 85.48% Q3 2026 Oct 30, 2026
Snowden Capital Advisors LLC History No change 1,583 422 0.01% 0.01% 234 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA SECURITIES, LLC History No change 1,545 412 0.04% 0.04% 235 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 1,542 411 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 12, 2026
OPTIMIZE FINANCIAL INC. History New 1,780 405 0.08% — 237 +1,780 New Q3 2026 Nov 12, 2026
BAMCO INC /NY/ History No change 1,500 400 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History Added to 1,707 389 0.0% 0.0% 239 +3 0.18% Q3 2026 Nov 02, 2026
PURSUE WEALTH PARTNERS LLC History No change 1,451 387 0.22% 0.22% 240 0 0.0% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History Added to 1,696 386 0.0% 0.0% 241 +105 6.6% Q3 2026 Oct 30, 2026
Integrated Wealth Concepts LLC History No change 1,423 379 0.0% 0.0% 242 0 0.0% Q2 2026 Sep 08, 2026
Crossmark Global Holdings, Inc. History New 1,653 376 0.0% — 243 +1,653 New Q3 2026 Oct 21, 2026
GAMMA Investing LLC History Added to 1,581 360 0.01% 0.01% 244 +544 52.46% Q3 2026 Oct 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,336 356 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 19, 2026
North Dakota State Investment Board History New 1,559 355 0.01% — 246 +1,559 New Q3 2026 Oct 27, 2026
Banque Cantonale Vaudoise History New 1,543 352 0.01% — 247 +1,543 New Q3 2026 Nov 12, 2026
Summit Trail Advisors, LLC History No change 1,287 343 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 1,459 332 0.0% 0.0% 249 +237 19.39% Q3 2026 Nov 02, 2026
Arlington Trust Co LLC History New 1,425 324 0.02% — 250 +1,425 New Q3 2026 Oct 20, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 1,420 323 0.0% 0.0% 251 +115 8.81% Q3 2026 Oct 26, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 1,446 322 0.0% — 252 +1,446 New Q3 2026 Oct 13, 2026
CHOREO, LLC History Reduced 1,412 321 0.0% 0.0% 253 -9 -0.63% Q3 2026 Oct 28, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 1,342 305 0.05% 0.06% 254 -99 -6.87% Q3 2026 Nov 06, 2026
PRINCIPAL SECURITIES, INC. History No change 1,132 301 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 04, 2026
GSA CAPITAL PARTNERS LLP History No change 1,071 286 0.02% 0.02% 256 0 0.0% Q2 2026 Aug 06, 2026
MOODY ALDRICH PARTNERS LLC History No change 1,246 283 0.05% 0.06% 257 0 0.0% Q3 2026 Oct 27, 2026
Quantinno Capital Management LP History No change 1,035 276 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 13, 2026
MGO ONE SEVEN LLC History New 1,145 260 0.0% — 259 +1,145 New Q3 2026 Oct 28, 2026
DIVIDEND ASSETS CAPITAL, LLC History New 1,134 258 0.05% — 260 +1,134 New Q3 2026 Nov 10, 2026
CERTUITY, LLC History Reduced 1,119 254 0.01% 0.02% 261 -51 -4.36% Q3 2026 Nov 02, 2026
State of Wyoming History Reduced 1,090 248 0.02% 0.03% 262 -110 -9.17% Q3 2026 Oct 28, 2026
PSP Research LLC History Reduced 1,000 227 0.16% 0.21% 264 -500 -33.33% Q3 2026 Oct 21, 2026
Sanctuary Advisors, LLC History No change 854 227 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 13, 2026
BIRCH FINANCIAL GROUP, LLC History Reduced 976 222 0.1% 0.14% 266 -17 -1.71% Q3 2026 Oct 27, 2026
PRUDENTIAL FINANCIAL INC History No change 834 222 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 12, 2026
BFC Planning, Inc. History No change 828 220 0.01% 0.01% 267 0 0.0% Q2 2026 Oct 29, 2026
GC Wealth Management RIA, LLC History New 954 217 0.01% — 268 +954 New Q3 2026 Nov 02, 2026
Greenline Wealth Management LLC History New 847 207 0.16% — 269 +847 New Q3 2026 Nov 10, 2026
Sowell Financial Services LLC History New 885 201 0.01% — 271 +885 New Q3 2026 Oct 23, 2026
MML INVESTORS SERVICES, LLC History No change 757 201 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 07, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 728 194 0.03% 0.03% 272 0 0.0% Q2 2026 Oct 30, 2026
Arax Advisory Partners History Reduced 845 192 0.0% 0.0% 273 -60 -6.63% Q3 2026 Nov 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 703 187 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 24, 2026
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd History No change 700 186 0.32% 0.32% 275 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History Added to 734 167 0.0% 0.0% 276 +7 0.96% Q3 2026 Oct 23, 2026
IFP Advisors, Inc History Added to 667 151 0.0% 0.0% 277 +250 59.95% Q3 2026 Oct 16, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 614 139 0.0% — 278 +614 New Q3 2026 Oct 28, 2026
Farther Finance Advisors, LLC History New 609 138 0.0% — 279 +609 New Q3 2026 Oct 08, 2026
OSAIC HOLDINGS, INC. History Added to 569 129 0.0% 0.0% 280 +19 3.45% Q3 2026 Nov 12, 2026
GW&K Investment Management, LLC History Added to 564 128 0.0% 0.0% 281 +309 121.18% Q3 2026 Nov 10, 2026
Parallel Advisors, LLC History Added to 545 124 0.0% 0.0% 282 +31 6.03% Q3 2026 Nov 03, 2026
Persistent Asset Partners Ltd History No change 327 87 0.03% 0.03% 283 0 0.0% Q2 2026 Aug 06, 2026
J.Safra Asset Management Corp History Added to 332 75 0.0% 0.0% 284 +211 174.38% Q3 2026 Nov 03, 2026
US BANCORP \DE\ History Reduced 326 74 0.0% 0.0% 285 -51 -13.53% Q3 2026 Nov 05, 2026
Allworth Financial LP History Added to 251 66 0.0% 0.0% 286 +11 4.58% Q3 2026 Nov 06, 2026
FIFTH THIRD BANCORP History Added to 279 63 0.0% 0.0% 287 +91 48.4% Q3 2026 Nov 05, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 258 58 0.0% — 288 +258 New Q3 2026 Oct 13, 2026
Rockefeller Capital Management L.P. History No change 188 50 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 13, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 218 49 0.02% 0.02% 290 0 0.0% Q3 2026 Nov 09, 2026
Evelyn Partners Group Ltd History New 194 44 0.0% — 291 +194 New Q3 2026 Nov 10, 2026
Clearstead Advisors, LLC History Added to 183 41 0.0% 0.0% 292 +38 26.21% Q3 2026 Nov 06, 2026
TFC Financial Management, Inc. History New 179 40 0.0% — 293 +179 New Q3 2026 Oct 26, 2026
EverSource Wealth Advisors, LLC History Reduced 145 33 0.0% 0.0% 294 -102 -41.3% Q3 2026 Nov 04, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 110 29 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History New 107 24 0.0% — 296 +107 New Q3 2026 Nov 06, 2026
Bank of New Hampshire History No change 72 16 0.0% 0.0% 297 0 0.0% Q3 2026 Oct 06, 2026
Smartleaf Asset Management LLC History New 66 15 0.0% — 298 +66 New Q3 2026 Nov 10, 2026
HARBOUR INVESTMENTS, INC. History Added to 64 14 0.0% 0.0% 299 +26 68.42% Q3 2026 Nov 09, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 48 12 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History New 50 11 0.0% — 301 +50 New Q3 2026 Nov 02, 2026
Redwood Park Advisors LLC History New 50 11 0.01% — 302 +50 New Q3 2026 Nov 02, 2026
KBC Group NV History Reduced 44 10 0.0% 0.0% 304 -234 -84.17% Q3 2026 Oct 22, 2026
BESSEMER GROUP INC History No change 44 10 0.0% 0.0% 303 0 0.0% Q3 2026 Nov 09, 2026
Roxbury Financial LLC History New 42 9 0.01% — 307 +42 New Q3 2026 Oct 01, 2026
CULLEN/FROST BANKERS, INC. History Reduced 43 9 0.0% 0.0% 305 -2 -4.44% Q3 2026 Oct 28, 2026
Transamerica Financial Advisors, LLC History No change 36 9 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 14, 2026
Cape Investment Advisory, Inc. History Added to 36 8 0.0% 0.0% 310 +16 80.0% Q3 2026 Oct 13, 2026
Quent Capital, LLC History Added to 33 8 0.0% 0.0% 309 +6 22.22% Q3 2026 Nov 09, 2026
Larson Financial Group LLC History Added to 37 8 0.0% 0.0% 308 +5 15.63% Q3 2026 Nov 05, 2026
Covestor Ltd History New 31 7 0.0% — 313 +31 New Q3 2026 Oct 30, 2026
Ascentis Wealth Management, LLC History Reduced 31 7 0.0% 0.0% 312 -25 -44.64% Q3 2026 Nov 03, 2026
Global Retirement Partners, LLC History Added to 35 7 0.0% 0.0% 311 +2 6.06% Q3 2026 Nov 10, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 30 6 0.0% — 314 +28 1400.0% Q3 2026 Oct 28, 2026
Pacer Advisors, Inc. History No change 15 4 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 13, 2026
Bell Investment Advisors, Inc History No change 21 4 0.0% 0.0% 316 0 0.0% Q3 2026 Oct 28, 2026
MassMutual Private Wealth & Trust, FSB History Added to 16 3 0.0% 0.0% 317 +12 300.0% Q3 2026 Oct 05, 2026
Silver Grove Financial Group, Inc. History Added to 15 3 0.0% 0.0% 321 +7 87.5% Q3 2026 Nov 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 13 3 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 12, 2026
Ancora Advisors LLC History No change 12 3 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 13 3 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 14 3 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 13, 2026
Ares Financial Consulting, LLC History New 13 2 0.0% — 329 +13 New Q3 2026 Oct 19, 2026
HUNTINGTON NATIONAL BANK History New 12 2 0.0% — 326 +12 New Q3 2026 Nov 10, 2026
Cromwell Holdings LLC History New 12 2 0.0% — 328 +12 New Q3 2026 Oct 28, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 10 2 0.0% — 327 +10 New Q3 2026 Nov 06, 2026
SBI Securities Co., Ltd. History Added to 10 2 0.0% — 325 +7 233.33% Q3 2026 Oct 21, 2026
Physician Wealth Advisors, Inc. History No change 10 2 0.0% 0.0% 323 0 0.0% Q3 2026 Oct 20, 2026
Continuum Advisory, LLC History No change 9 2 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 06, 2026
First Command Advisory Services, Inc. History New 8 1 0.0% — 333 +8 New Q3 2026 Nov 05, 2026
Oakworth Capital, Inc. History New 6 1 0.0% — 332 +6 New Q3 2026 Oct 26, 2026
Versant Capital Management, Inc History New 6 1 0.0% — 334 +6 New Q3 2026 Oct 01, 2026
Root Financial Partners, LLC History New 6 1 0.0% — 336 +6 New Q3 2026 Oct 21, 2026
UMB Private Wealth Management, LLC History New 6 1 0.0% — 337 +6 New Q3 2026 Oct 19, 2026
SJS Investment Consulting Inc. History New 5 1 0.0% — 335 +5 New Q3 2026 Oct 26, 2026
Elequin Capital, LP History No change 4 1 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 13, 2026
Quarry LP History No change 6 1 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 14, 2026
Rhenman & Partners Asset Management AB History Closed out 0 0 — 0.38% — -15,000 -100.0% Q3 2026 Nov 12, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Reduced 2 0 — 0.08% — -10,403 -99.98% Q3 2026 Oct 22, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.02% — -3,842 -100.0% Q3 2026 Oct 21, 2026
Mariner, LLC History Closed out 0 0 — 0.0% — -3,509 -100.0% Q3 2026 Nov 10, 2026
LVW Advisors, LLC History Closed out 0 0 — 0.02% — -946 -100.0% Q3 2026 Oct 19, 2026
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 — 0.0% — -282 -100.0% Q3 2026 Nov 09, 2026
Blue Trust, Inc. History Closed out 0 0 — 0.0% — -170 -100.0% Q3 2026 Oct 15, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — 0.01% — -158 -100.0% Q3 2026 Oct 29, 2026
TD Waterhouse Canada Inc. History Closed out 0 0 — 0.0% — -7 -100.0% Q3 2026 Oct 16, 2026
PRIVATE TRUST CO NA History New 4 0 — — — +4 New Q3 2026 Oct 20, 2026
ARMSTRONG ADVISORY GROUP, INC History New 3 0 — — — +3 New Q3 2026 Oct 09, 2026
ROTHSCHILD INVESTMENT LLC History New 2 0 — — — +2 New Q3 2026 Nov 10, 2026
Parkside Financial Bank & Trust History New 2 0 — — — +2 New Q3 2026 Oct 27, 2026
Anchor Investment Management, LLC History No change 3 0 — — — 0 0.0% Q3 2026 Nov 10, 2026
WealthCollab, LLC History No change 3 0 — — — 0 0.0% Q3 2026 Nov 12, 2026
Hughes Financial Services, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 30, 2026