Kodiak Sciences Inc. - KOD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | History | Added to | 19,919,186 | 556,940 | 3.26% | 2.05% | 1 | +2,608,696 | 15.07% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 3,954,603 | 110,570 | 0.0% | 0.0% | 2 | +1,002,222 | 33.95% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,313,395 | 64,682 | 0.0% | 0.0% | 3 | +363,103 | 18.62% | Q4 2025 | Jan 29, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 2,166,929 | 60,587 | 0.07% | 0.08% | 4 | -670,187 | -23.62% | Q4 2025 | Feb 17, 2026 |
| BRAIDWELL LP | History | New | 2,072,788 | 57,955 | 1.85% | — | 5 | +2,072,788 | New | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 1,732,015 | 48,427 | 0.0% | 0.0% | 6 | +899,572 | 108.06% | Q4 2025 | Feb 13, 2026 |
| RTW INVESTMENTS, LP | History | New | 1,487,933 | 41,602 | 0.42% | — | 7 | +1,487,933 | New | Q4 2025 | Feb 17, 2026 |
| TCG Crossover Management, LLC | History | Added to | 1,445,538 | 40,417 | 1.34% | 0.92% | 8 | +300,000 | 26.19% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,303,030 | 36,432 | 0.0% | 0.0% | 9 | +976,254 | 298.75% | Q4 2025 | Mar 25, 2026 |
| ICONIQ Capital, LLC | History | No change | 1,266,563 | 35,413 | 0.53% | 0.26% | 10 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 1,170,179 | 32,719 | 0.0% | 0.0% | 11 | +667,957 | 133.0% | Q4 2025 | Feb 17, 2026 |
| Boxer Capital Management, LLC | History | Added to | 1,136,000 | 31,762 | 6.95% | 3.91% | 12 | +386,000 | 51.47% | Q4 2025 | Feb 17, 2026 |
| SILVERARC CAPITAL MANAGEMENT, LLC | History | Added to | 1,023,122 | 28,606 | 3.97% | 2.21% | 13 | +23,122 | 2.31% | Q4 2025 | Feb 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | New | 1,000,000 | 27,950 | 0.01% | — | 14 | +1,000,000 | New | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 897,692 | 25,105 | 0.0% | 0.0% | 15 | +96,252 | 12.01% | Q4 2025 | Feb 09, 2026 |
| PERCEPTIVE ADVISORS LLC | History | Added to | 848,900 | 23,735 | 0.42% | 0.3% | 16 | +214,323 | 33.77% | Q4 2025 | Feb 17, 2026 |
| Artisan Partners Limited Partnership | History | New | 836,506 | 23,388 | 0.04% | — | 17 | +836,506 | New | Q4 2025 | Feb 17, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 785,000 | 21,948 | 0.03% | 0.03% | 18 | -550,000 | -41.2% | Q4 2025 | Feb 17, 2026 |
| Ikarian Capital, LLC | History | Added to | 719,787 | 20,125 | 1.57% | 0.68% | 19 | +305,946 | 73.93% | Q4 2025 | Feb 18, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 709,818 | 19,841 | 0.03% | 0.03% | 20 | -260,088 | -26.82% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 699,772 | 19,565 | 0.0% | 0.0% | 21 | +52,185 | 8.06% | Q4 2025 | Feb 13, 2026 |
| Board of Trustees of The Leland Stanford Junior University | History | No change | 691,767 | 19,341 | 3.9% | 1.33% | 22 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 555,073 | 15,519 | 0.0% | 0.0% | 23 | +454,894 | 454.08% | Q4 2025 | Feb 19, 2026 |
| BOONE CAPITAL MANAGEMENT LLC | History | Reduced | 503,830 | 14,087 | 4.42% | 3.84% | 24 | -212,047 | -29.62% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 473,796 | 13,247 | 0.0% | 0.0% | 25 | +356,737 | 304.75% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 359,800 | 10,060 | 0.02% | 0.01% | 26 | -101,500 | -22.0% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 355,679 | 9,944 | 0.0% | 0.0% | 27 | +227,924 | 178.41% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 340,657 | 9,524 | 0.0% | 0.0% | 28 | +61,176 | 21.89% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 333,668 | 9,329 | 0.0% | 0.0% | 29 | -4,236 | -1.25% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 327,482 | 9,156 | 0.0% | 0.0% | 30 | -190,518 | -36.78% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 320,647 | 8,965 | 0.0% | 0.0% | 31 | -137,209 | -29.97% | Q4 2025 | Feb 17, 2026 |
| Squadron Capital Management LLC | History | New | 291,710 | 8,156 | 3.46% | — | 32 | +291,710 | New | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | New | 284,899 | 7,965 | 0.04% | — | 33 | +284,899 | New | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 263,278 | 7,361 | 0.01% | 0.0% | 34 | +247,859 | 1607.49% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | No change | 244,231 | 6,828 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Atom Investors LP | History | New | 207,495 | 5,801 | 0.46% | — | 36 | +207,495 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 199,190 | 5,569 | 0.0% | 0.0% | 37 | -63,863 | -24.28% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 196,689 | 5,499 | 0.0% | 0.0% | 38 | -112,382 | -36.36% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 190,505 | 5,326 | 0.05% | 0.01% | 39 | +143,250 | 303.14% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 184,522 | 5,159 | 0.0% | 0.0% | 40 | -115,382 | -38.47% | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 180,718 | 5,052 | 0.02% | 0.01% | 41 | +25,813 | 16.66% | Q4 2025 | Feb 13, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | New | 175,500 | 4,906 | 0.95% | — | 42 | +175,500 | New | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 173,221 | 4,843 | 0.07% | 0.03% | 43 | +56,786 | 48.77% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 168,562 | 4,712 | 0.0% | 0.0% | 44 | +111,853 | 197.24% | Q4 2025 | Jan 29, 2026 |
| Bruce & Co., Inc. | History | Reduced | 165,000 | 4,613 | 1.43% | 1.42% | 45 | -114,308 | -40.93% | Q4 2025 | Feb 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 133,918 | 3,744 | 0.0% | 0.0% | 46 | +73,318 | 120.99% | Q4 2025 | Feb 10, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 127,230 | 3,557 | 0.01% | — | 47 | +127,230 | New | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 124,334 | 3,476 | 0.0% | 0.0% | 48 | +55,485 | 80.59% | Q4 2025 | Feb 13, 2026 |
| RIA Advisory Group LLC | History | Reduced | 113,473 | 3,172 | 0.76% | 0.7% | 49 | -53,061 | -31.86% | Q4 2025 | Feb 02, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 103,100 | 2,882 | 0.01% | 0.01% | 50 | -106,300 | -50.76% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 102,713 | 2,871 | 0.0% | 0.0% | 51 | -1,740 | -1.67% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 92,143 | 2,576 | 0.0% | 0.0% | 52 | +65,724 | 248.78% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 91,508 | 2,557 | 0.0% | — | 53 | +91,508 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 83,421 | 2,332 | 0.0% | 0.0% | 54 | +73,322 | 726.03% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 81,000 | 2,264 | 0.0% | 13.54% | 55 | -97,200 | -54.55% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 78,320 | 2,189 | 0.0% | 0.0% | 56 | +15,972 | 25.62% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 73,044 | 2,042 | 0.0% | 0.0% | 57 | -48,368 | -39.84% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 67,260 | 1,880 | 0.0% | 0.0% | 58 | +65,629 | 4023.85% | Q4 2025 | Feb 12, 2026 |
| Harvest Investment Services, LLC | History | New | 61,983 | 1,733 | 0.33% | — | 59 | +61,983 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 60,621 | 1,694 | 0.0% | 0.0% | 60 | -94,634 | -60.95% | Q4 2025 | Feb 17, 2026 |
| Soleus Capital Management, L.P. | History | Added to | 60,000 | 1,677 | 0.06% | 0.02% | 61 | +40,356 | 205.44% | Q4 2025 | Feb 12, 2026 |
| Rafferty Asset Management, LLC | History | New | 59,520 | 1,664 | 0.01% | — | 62 | +59,520 | New | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 57,693 | 1,613 | 0.0% | 0.0% | 63 | +16,520 | 40.12% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 51,671 | 1,444 | 0.0% | 0.0% | 64 | -86,590 | -62.63% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 50,000 | 1,398 | 0.0% | — | 65 | +50,000 | New | Q4 2025 | Feb 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 44,047 | 1,231 | 0.0% | — | 66 | +44,047 | New | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 43,369 | 1,212 | 0.06% | 0.04% | 67 | +13,565 | 45.51% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 43,244 | 1,209 | 0.0% | 0.0% | 68 | -5,215 | -10.76% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 43,200 | 1,207 | 0.03% | 0.03% | 69 | -29,000 | -40.17% | Q4 2025 | Feb 17, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Added to | 41,340 | 1,155 | 0.0% | 0.0% | 70 | +19,773 | 91.68% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 40,800 | 1,140 | 0.0% | 0.0% | 71 | -103,913 | -71.81% | Q4 2025 | Feb 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 37,965 | 1,061 | 0.02% | — | 72 | +37,965 | New | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 36,775 | 1,028 | 0.0% | 0.0% | 73 | -5,913 | -13.85% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 35,317 | 987 | 0.0% | 0.0% | 74 | +4,593 | 14.95% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 35,180 | 983 | 0.0% | 0.0% | 75 | -19,880 | -36.11% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 31,717 | 886 | 0.0% | 0.0% | 76 | -4,240 | -11.79% | Q4 2025 | Feb 17, 2026 |
| DIADEMA PARTNERS LP | History | Added to | 29,600 | 827 | 0.14% | 0.12% | 77 | +700 | 2.42% | Q4 2025 | Feb 17, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 29,419 | 822 | 0.13% | 0.03% | 78 | +16,961 | 136.15% | Q4 2025 | Feb 11, 2026 |
| J. Goldman & Co LP | History | New | 28,949 | 809 | 0.02% | — | 79 | +28,949 | New | Q4 2025 | Feb 17, 2026 |
| Aries Wealth Management | History | No change | 25,000 | 699 | 0.15% | 0.1% | 80 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SG Americas Securities, LLC | History | Added to | 24,125 | 675 | 0.0% | 0.0% | 81 | +10,222 | 73.52% | Q4 2025 | Jan 09, 2026 |
| PROFUND ADVISORS LLC | History | New | 22,092 | 617 | 0.02% | — | 82 | +22,092 | New | Q4 2025 | Feb 06, 2026 |
| SEI INVESTMENTS CO | History | New | 20,664 | 577 | 0.0% | — | 83 | +20,664 | New | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 19,896 | 556 | 0.0% | 0.0% | 84 | -28,957 | -59.27% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | New | 19,529 | 546 | 0.0% | — | 85 | +19,529 | New | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 19,427 | 543 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PSP Research LLC | History | New | 19,418 | 542 | 0.47% | — | 87 | +19,418 | New | Q4 2025 | Feb 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 18,666 | 521 | 0.0% | 0.0% | 88 | +3,716 | 24.86% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | New | 18,399 | 514 | 0.0% | — | 89 | +18,399 | New | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 17,905 | 500 | 0.0% | 0.0% | 90 | +4,711 | 35.71% | Q4 2025 | Feb 11, 2026 |
| Brevan Howard Capital Management LP | History | New | 17,207 | 481 | 0.01% | — | 91 | +17,207 | New | Q4 2025 | Feb 17, 2026 |
| Artia Global Partners LP | History | New | 17,019 | 475 | 0.07% | — | 92 | +17,019 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 16,617 | 464 | 0.0% | 0.0% | 93 | +8,043 | 93.81% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 16,446 | 459 | 0.0% | 0.0% | 94 | +1,139 | 7.44% | Q4 2025 | Feb 11, 2026 |
| Headlands Technologies LLC | History | Reduced | 16,278 | 455 | 0.04% | 0.04% | 95 | -13,458 | -45.26% | Q4 2025 | Feb 13, 2026 |
| Continuum Advisory, LLC | History | No change | 14,852 | 415 | 0.04% | 0.03% | 96 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 14,809 | 414 | 0.0% | 0.0% | 97 | -146 | -0.98% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 13,939 | 389 | 0.0% | — | 98 | +13,939 | New | Q4 2025 | Feb 10, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 13,560 | 379 | 0.09% | — | 99 | +13,560 | New | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | New | 13,201 | 370 | 0.0% | — | 100 | +13,201 | New | Q4 2025 | Feb 19, 2026 |
| Jefferies Financial Group Inc. | History | New | 13,134 | 367 | 0.0% | — | 101 | +13,134 | New | Q4 2025 | Feb 09, 2026 |
| Virtus Investment Advisers, LLC | History | New | 11,173 | 312 | 0.08% | — | 102 | +11,173 | New | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | Reduced | 10,627 | 306 | 0.01% | 0.03% | 103 | -46,912 | -81.53% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | New | 10,787 | 301 | 0.0% | — | 104 | +10,787 | New | Q4 2025 | Feb 17, 2026 |
| Scientech Research LLC | History | New | 10,329 | 288 | 0.18% | — | 105 | +10,329 | New | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 9,723 | 271 | 0.0% | — | 106 | +9,723 | New | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 9,600 | 268 | 0.0% | — | 107 | +9,600 | New | Q4 2025 | Feb 05, 2026 |
| ALGERT GLOBAL LLC | History | New | 9,390 | 263 | 0.0% | — | 108 | +9,390 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,097 | 254 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 8,745 | 245 | 0.0% | — | 110 | +8,745 | New | Q4 2025 | Feb 17, 2026 |
| China Universal Asset Management Co., Ltd. | History | New | 8,644 | 241 | 0.02% | — | 111 | +8,644 | New | Q4 2025 | Jan 29, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 8,553 | 239 | 0.0% | 0.0% | 112 | -69,625 | -89.06% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | New | 8,438 | 235 | 0.0% | — | 115 | +8,438 | New | Q4 2025 | Feb 17, 2026 |
| Belvedere Trading LLC | History | New | 8,437 | 235 | 0.0% | — | 114 | +8,437 | New | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 8,407 | 235 | 0.0% | 0.0% | 113 | +2,034 | 31.92% | Q4 2025 | Feb 10, 2026 |
| ProShare Advisors LLC | History | New | 8,330 | 232 | 0.0% | — | 116 | +8,330 | New | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 8,235 | 230 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Diversified Trust Co | History | New | 7,849 | 219 | 0.0% | — | 118 | +7,849 | New | Q4 2025 | Jan 09, 2026 |
| CIBC WORLD MARKET INC. | History | New | 7,373 | 206 | 0.0% | — | 119 | +7,373 | New | Q4 2025 | Feb 10, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 6,133 | 171 | 0.0% | 0.0% | 120 | -7,745 | -55.81% | Q4 2025 | Feb 11, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 4,253 | 118 | 0.05% | — | 121 | +4,253 | New | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | New | 3,852 | 107 | 0.0% | — | 122 | +3,852 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 3,135 | 88 | 0.0% | 0.0% | 123 | +150 | 5.03% | Q4 2025 | Jan 26, 2026 |
| STRS OHIO | History | New | 3,100 | 86 | 0.0% | — | 124 | +3,100 | New | Q4 2025 | Feb 02, 2026 |
| Legal & General Group Plc | History | Added to | 2,918 | 81 | 0.0% | 0.0% | 125 | +171 | 6.22% | Q4 2025 | Feb 09, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 2,578 | 72 | 0.0% | — | 126 | +2,578 | New | Q4 2025 | Jan 26, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,568 | 71 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 2,300 | 64 | 0.0% | — | 128 | +2,300 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,015 | 56 | 0.0% | 0.0% | 129 | -23 | -1.13% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 1,934 | 54 | 0.0% | 0.0% | 130 | +93 | 5.05% | Q4 2025 | Jan 30, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,889 | 52 | 0.0% | 0.0% | 131 | -370 | -16.38% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,229 | 34 | 0.0% | 0.0% | 132 | +177 | 16.83% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,137 | 31 | 0.0% | 0.0% | 133 | -1,075 | -48.6% | Q4 2025 | Jan 23, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | New | 1,042 | 29 | 0.0% | — | 135 | +1,042 | New | Q4 2025 | Jan 27, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,028 | 29 | 0.0% | 0.0% | 134 | -126 | -10.92% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 991 | 27 | 0.0% | 0.0% | 136 | +916 | 1221.33% | Q4 2025 | Feb 06, 2026 |
| Activest Wealth Management | History | No change | 1,001 | 27 | 0.01% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GAMMA Investing LLC | History | Added to | 708 | 19 | 0.0% | 0.0% | 138 | +552 | 353.85% | Q4 2025 | Jan 05, 2026 |
| Spire Wealth Management | History | No change | 633 | 17 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 599 | 16 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 569 | 15 | 0.0% | 0.0% | 141 | -505 | -47.02% | Q4 2025 | Jan 15, 2026 |
| POM Investment Strategies, LLC | History | No change | 500 | 13 | 0.01% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 435 | 12 | 0.0% | 0.0% | 143 | -2,382 | -84.56% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 420 | 11 | 0.0% | 0.0% | 144 | -155 | -26.96% | Q4 2025 | Feb 17, 2026 |
| Avion Wealth | History | Reduced | 411 | 11 | 0.0% | 0.0% | 145 | -107 | -20.66% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 354 | 9 | 0.0% | — | 146 | +354 | New | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 193 | 5 | 0.0% | — | 147 | +193 | New | Q4 2025 | Feb 13, 2026 |
| Daiwa Securities Group Inc. | History | New | 177 | 5 | 0.0% | — | 148 | +177 | New | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | Reduced | 210 | 5 | 0.0% | 0.0% | 150 | -10 | -4.55% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | No change | 210 | 5 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 182 | 3 | 0.0% | — | 151 | +182 | New | Q4 2025 | Feb 11, 2026 |
| Nantahala Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -290,884 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vestal Point Capital, LP | History | Closed out | 0 | 0 | — | 0.18% | — | -250,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FRED ALGER MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -138,303 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TANG CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -100,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.12% | — | -87,697 | -100.0% | Q3 2025 | Nov 07, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -25,078 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,082 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -507 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -356 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -283 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -230 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealth Watch Advisors, INC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 10 | 0 | — | — | — | +4 | 66.67% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| IFP Advisors, Inc | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |