Pulmonx Corp - LUNG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 4,612,331 | 5,996 | 0.0% | 0.0% | 1 | -112,660 | -2.38% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 2,922,921 | 3,799 | 0.0% | 0.0% | 2 | -1,070,641 | -26.81% | Q2 2026 | Aug 13, 2026 |
| Soleus Capital Management, L.P. | History | No change | 2,788,323 | 3,624 | 0.12% | 0.15% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 1,630,219 | 2,119 | 0.0% | 0.0% | 4 | -4,045 | -0.25% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 1,223,555 | 1,590 | 0.01% | 0.02% | 5 | -720,279 | -37.05% | Q2 2026 | Aug 14, 2026 |
| Almitas Capital LLC | History | New | 1,064,202 | 1,383 | 0.33% | — | 6 | +1,064,202 | New | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Reduced | 882,490 | 1,147 | 0.0% | 0.0% | 7 | -1,779,117 | -66.84% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 882,031 | 1,146 | 0.0% | 0.0% | 8 | +733,461 | 493.68% | Q2 2026 | Aug 14, 2026 |
| Stonepine Capital Management, LLC | History | Added to | 815,436 | 1,060 | 0.6% | 0.4% | 9 | +47,148 | 6.14% | Q2 2026 | Aug 17, 2026 |
| BRAIDWELL LP | History | No change | 752,541 | 978 | 0.04% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 744,963 | 968 | 0.0% | 0.0% | 11 | +387,385 | 108.34% | Q2 2026 | Aug 14, 2026 |
| Parkman Healthcare Partners LLC | History | Reduced | 646,564 | 840 | 0.09% | 0.1% | 12 | -109,072 | -14.43% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 452,684 | 588 | 0.0% | 0.0% | 13 | -491,808 | -52.07% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 425,110 | 552 | 0.0% | 0.0% | 14 | +104,810 | 32.72% | Q2 2026 | Aug 13, 2026 |
| ADAR1 Capital Management, LLC | History | Added to | 404,497 | 525 | 0.02% | 0.03% | 15 | +30,000 | 8.01% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 402,316 | 523 | 0.0% | 0.0% | 16 | -761,362 | -65.43% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 402,104 | 522 | 0.0% | 0.0% | 17 | +334,995 | 499.18% | Q2 2026 | Sep 02, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 327,528 | 425 | 0.0% | 0.0% | 18 | -7,546 | -2.25% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 285,110 | 370 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 264,039 | 343 | 0.04% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 250,511 | 325 | 0.0% | 0.0% | 21 | -30,737 | -10.93% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | New | 230,738 | 299 | 0.0% | — | 22 | +230,738 | New | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 223,141 | 287 | 0.0% | 0.0% | 23 | +56,800 | 34.15% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 209,556 | 272 | 0.0% | — | 24 | +209,556 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 204,053 | 265 | 0.0% | 0.0% | 25 | -5,648 | -2.69% | Q2 2026 | Aug 13, 2026 |
| Birchview Capital, LP | History | Reduced | 200,543 | 260 | 0.12% | 0.18% | 27 | -49,678 | -19.85% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | Added to | 200,095 | 260 | 0.0% | 0.0% | 28 | +46,213 | 30.03% | Q2 2026 | Aug 13, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | Added to | 200,000 | 260 | 0.2% | 0.19% | 26 | +42,500 | 26.98% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 193,846 | 249 | 0.0% | 0.0% | 29 | +179,756 | 1275.77% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Reduced | 191,501 | 248 | 0.0% | 0.0% | 30 | -617,615 | -76.33% | Q2 2026 | Sep 22, 2026 |
| Squarepoint Ops LLC | History | Added to | 183,558 | 238 | 0.0% | 0.0% | 31 | +101,066 | 122.52% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 149,773 | 194 | 0.0% | 0.0% | 32 | -21,496 | -12.55% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 136,157 | 177 | 0.01% | 0.01% | 33 | -1,331 | -0.97% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 135,343 | 175 | 0.0% | 0.0% | 34 | -88,107 | -39.43% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Added to | 118,037 | 153 | 0.0% | 0.0% | 35 | +37,956 | 47.4% | Q2 2026 | Aug 14, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | No change | 110,000 | 143 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | New | 108,218 | 140 | 0.0% | — | 37 | +108,218 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 105,958 | 137 | 0.0% | — | 38 | +105,958 | New | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 104,119 | 135 | 0.0% | 0.0% | 39 | -250,555 | -70.64% | Q2 2026 | Aug 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 99,648 | 129 | 0.01% | 0.0% | 40 | +64,948 | 187.17% | Q2 2026 | Jul 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 97,791 | 127 | 0.0% | 0.0% | 41 | -44,129 | -31.09% | Q2 2026 | Aug 11, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 98,332 | 127 | 0.0% | 0.0% | 42 | +12,970 | 15.19% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 86,575 | 112 | 0.0% | 0.0% | 43 | +17,963 | 26.18% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 69,158 | 89 | 0.0% | 0.0% | 44 | +47,571 | 220.37% | Q2 2026 | Aug 11, 2026 |
| IMC-Chicago, LLC | History | New | 64,300 | 83 | 0.0% | — | 45 | +64,300 | New | Q2 2026 | Aug 06, 2026 |
| Quadrature Capital Ltd | History | New | 63,910 | 83 | 0.0% | — | 46 | +63,910 | New | Q2 2026 | Aug 06, 2026 |
| Engineers Gate Manager LP | History | Added to | 62,589 | 81 | 0.0% | 0.0% | 47 | +6,438 | 11.47% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 61,332 | 79 | 0.0% | 0.0% | 48 | +12,565 | 25.77% | Q2 2026 | Aug 19, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 61,000 | 79 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berger Financial Group, Inc | History | No change | 54,000 | 70 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BRIGHTON JONES LLC | History | Added to | 53,231 | 69 | 0.0% | 0.0% | 51 | +8,498 | 19.0% | Q2 2026 | Aug 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 50,841 | 66 | 0.0% | 0.0% | 52 | +1,053 | 2.11% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 49,877 | 64 | 0.0% | — | 53 | +49,877 | New | Q2 2026 | Aug 14, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | No change | 40,000 | 52 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PERKINS CAPITAL MANAGEMENT INC | History | Reduced | 39,500 | 51 | 0.04% | 0.05% | 55 | -1,500 | -3.66% | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | Added to | 38,530 | 50 | 0.0% | 0.0% | 56 | +27,463 | 248.15% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | Added to | 38,143 | 49 | 0.0% | 0.0% | 57 | +9,307 | 32.28% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 35,728 | 46 | 0.0% | 0.0% | 58 | -12,494 | -25.91% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | New | 34,995 | 45 | 0.0% | — | 59 | +34,995 | New | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 34,138 | 44 | 0.0% | 0.0% | 60 | -649,297 | -95.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 33,509 | 43 | 0.0% | 0.0% | 61 | +10,778 | 47.42% | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | New | 29,454 | 38 | 0.0% | — | 62 | +29,454 | New | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 23,233 | 35 | 0.0% | — | 64 | +23,233 | New | Q2 2026 | Jul 15, 2026 |
| R Squared Ltd | History | Added to | 27,429 | 35 | 0.02% | 0.01% | 63 | +7,649 | 38.67% | Q2 2026 | Aug 05, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 23,677 | 30 | 0.0% | 0.0% | 65 | -626 | -2.58% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 19,383 | 25 | 0.0% | 0.0% | 66 | -26,997 | -58.21% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 17,719 | 22 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 14,878 | 19 | 0.0% | — | 68 | +14,875 | 495833.33% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 14,100 | 18 | 0.0% | 0.0% | 70 | +4,536 | 47.43% | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 14,156 | 18 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 13,519 | 17 | 0.0% | 0.0% | 71 | -23,562 | -63.54% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 13,559 | 17 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ground Swell Capital, LLC | History | New | 12,371 | 16 | 0.02% | — | 73 | +12,371 | New | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 11,972 | 15 | 0.0% | — | 74 | +11,972 | New | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | New | 11,961 | 15 | 0.0% | — | 76 | +11,961 | New | Q2 2026 | Jul 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 11,548 | 15 | 0.0% | — | 75 | +11,548 | New | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 11,028 | 14 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 10,000 | 13 | 0.0% | — | 78 | +10,000 | New | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,518 | 8 | 0.0% | 0.0% | 79 | +2,471 | 61.06% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,275 | 6 | 0.0% | 0.0% | 80 | -13,475 | -71.87% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 4,773 | 6 | 0.0% | 0.0% | 81 | +881 | 22.64% | Q2 2026 | Aug 06, 2026 |
| GROUP ONE TRADING LLC | History | New | 3,700 | 4 | 0.0% | — | 82 | +3,700 | New | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,352 | 3 | 0.0% | 0.0% | 83 | -9,050 | -79.37% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,250 | 2 | 0.0% | 0.0% | 84 | -385,853 | -99.42% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Added to | 1,627 | 2 | 0.0% | — | 87 | +1,136 | 231.36% | Q2 2026 | Aug 11, 2026 |
| Optiver Holding B.V. | History | Reduced | 2,269 | 2 | 0.0% | 0.0% | 88 | -1,097 | -32.59% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,091 | 2 | 0.0% | 0.0% | 85 | -913 | -30.39% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,063 | 2 | 0.0% | 0.0% | 89 | -740 | -26.4% | Q2 2026 | Jul 07, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 2,097 | 2 | 0.0% | 0.0% | 86 | +468 | 28.73% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,183 | 1 | 0.0% | 0.0% | 90 | -6,902 | -85.37% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,491 | 1 | 0.0% | 0.0% | 92 | -3,334 | -69.1% | Q2 2026 | Jul 24, 2026 |
| Essential Partners LLC | History | Added to | 937 | 1 | 0.0% | — | 94 | +679 | 263.18% | Q2 2026 | Aug 10, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,000 | 1 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 855 | 1 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,166,826 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -604,455 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -92,720 | -100.0% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -71,319 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69,108 | -100.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -52,200 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NINE MASTS CAPITAL Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -38,598 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,777 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Closed out | 0 | 0 | — | 0.0% | — | -19,884 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,355 | -100.0% | Q2 2026 | Aug 14, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,184 | -100.0% | Q2 2026 | Aug 18, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,318 | -100.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,105 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Closed out | 0 | 0 | — | 0.0% | — | -7,810 | -100.0% | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -6,914 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,617 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,166 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,857 | -100.0% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 145 | 0 | — | 0.0% | — | -1,300 | -89.97% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -465 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 606 | 0 | — | — | — | +297 | 96.12% | Q2 2026 | Jul 17, 2026 |
| True Wealth Design, LLC | History | Added to | 441 | 0 | — | — | — | +276 | 167.27% | Q2 2026 | Jul 16, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -248 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -248 | -100.0% | Q2 2026 | Jul 31, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 341 | 0 | — | — | — | +198 | 138.46% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -126 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Fortitude Family Office, LLC | History | New | 90 | 0 | — | — | — | +90 | New | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 76 | 0 | — | — | — | -82 | -51.9% | Q2 2026 | Jul 20, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 83 | 0 | — | — | — | +74 | 822.22% | Q2 2026 | Jul 22, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -73 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -69 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 64 | 0 | — | — | — | +64 | New | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | New | 39 | 0 | — | — | — | +39 | New | Q2 2026 | Aug 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 40 | 0 | — | — | — | +33 | 471.43% | Q2 2026 | Aug 04, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 45 | 0 | — | — | — | -11 | -19.64% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 102 | 0 | — | — | — | +1 | 0.99% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 336 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SBI Securities Co., Ltd. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |