MBX Biosciences, Inc. - MBX

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Frazier Life Sciences Management, L.P. History No change 6,652,013 367,191 8.0% 5.11% 1 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History Added to 5,322,885 293,823 0.01% 0.0% 2 +2,386,201 81.25% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 4,977,523 274,759 0.05% 0.02% 3 +1,785,699 55.95% Q2 2026 Aug 14, 2026
NEA Management Company, LLC History No change 3,614,486 199,519 12.56% 6.13% 4 0 0.0% Q2 2026 Aug 14, 2026
ORBIMED ADVISORS LLC History Reduced 3,428,736 189,266 3.51% 2.15% 5 -209,151 -5.75% Q2 2026 Aug 14, 2026
BlackRock, Inc. History Added to 3,323,672 183,466 0.0% 0.0% 6 +382,266 13.0% Q2 2026 Aug 07, 2026
Paradigm Biocapital Advisors LP History New 2,508,015 138,442 2.59% 7 +2,508,015 New Q2 2026 Aug 14, 2026
NVP Associates, LLC History No change 2,136,335 117,925 35.93% 36.2% 8 0 0.0% Q2 2026 Aug 07, 2026
Deep Track Capital, LP History Reduced 1,732,569 95,637 1.39% 1.34% 9 -1,025,000 -37.17% Q2 2026 Aug 14, 2026
Polar Capital Holdings Plc History Reduced 1,608,514 88,789 0.21% 0.17% 10 -13,672 -0.84% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Reduced 1,477,388 81,551 0.0% 0.0% 11 -204 -0.01% Q2 2026 Aug 13, 2026
Aaron Wealth Advisors LLC History Reduced 1,167,799 64,462 3.27% 1.98% 12 -377 -0.03% Q2 2026 Jul 16, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Added to 1,056,579 58,323 0.34% 0.22% 13 +38,367 3.77% Q2 2026 Aug 14, 2026
Kynam Capital Management, LP History No change 934,799 51,600 2.85% 1.72% 14 0 0.0% Q2 2026 Aug 14, 2026
Woodline Partners LP History Added to 900,092 49,685 0.15% 0.1% 15 +29 0.0% Q2 2026 Aug 14, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Reduced 873,492 48,216 0.64% 0.44% 16 -16,508 -1.85% Q2 2026 Aug 14, 2026
STATE STREET CORP History Added to 864,466 47,718 0.0% 0.0% 17 +77,258 9.81% Q2 2026 Aug 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 814,807 44,978 0.0% 0.0% 18 -214,200 -20.82% Q2 2026 Aug 14, 2026
Parkman Healthcare Partners LLC History Added to 800,173 44,169 4.52% 2.46% 19 +136 0.02% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 773,072 42,683 0.0% 0.0% 20 +102,687 15.32% Q2 2026 Aug 12, 2026
BRAIDWELL LP History Reduced 710,880 39,240 1.45% 1.49% 21 -781,587 -52.37% Q2 2026 Aug 14, 2026
TCG Crossover Management, LLC History No change 650,000 35,880 0.86% 0.56% 22 0 0.0% Q2 2026 Aug 14, 2026
Cormorant Asset Management, LP History Reduced 550,000 30,360 1.56% 1.68% 23 -570,000 -50.89% Q2 2026 Aug 14, 2026
Soleus Capital Management, L.P. History Added to 515,279 28,443 0.98% 0.22% 24 +336,382 188.03% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History Added to 459,005 25,337 0.0% 0.0% 25 +1,060 0.23% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History Added to 401,885 22,184 0.02% 0.0% 26 +339,182 540.93% Q2 2026 Aug 13, 2026
Caption Management, LLC History New 400,000 22,080 0.1% 27 +400,000 New Q2 2026 Aug 14, 2026
EcoR1 Capital, LLC History Reduced 388,500 21,445 1.04% 0.98% 28 -388,500 -50.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 346,717 19,138 0.0% 0.0% 29 +53,422 18.21% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 298,927 16,500 0.0% 0.0% 30 +270,177 939.75% Q2 2026 Aug 14, 2026
Rock Springs Capital Management LP History Added to 298,218 16,461 0.8% 0.51% 31 +10,251 3.56% Q2 2026 Aug 14, 2026
Candriam S.C.A. History Reduced 289,893 15,986 0.07% 0.05% 32 -4,481 -1.52% Q2 2026 Aug 13, 2026
UBS Group AG History Reduced 272,747 15,055 0.0% 0.0% 33 -74,167 -21.38% Q2 2026 Aug 13, 2026
Opaleye Management Inc. History No change 260,000 14,352 1.3% 1.02% 34 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History New 252,665 13,947 0.0% 35 +252,665 New Q2 2026 Aug 13, 2026
Schonfeld Strategic Advisors LLC History Added to 248,670 13,726 0.05% 0.03% 36 +124,856 100.84% Q2 2026 Aug 14, 2026
MORGAN STANLEY History Added to 248,558 13,720 0.0% 0.0% 37 +216,996 687.52% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History Added to 246,678 13,616 0.0% 0.0% 38 +36,103 17.14% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 233,700 12,900 0.0% 0.0% 39 +186,947 399.86% Q2 2026 Aug 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 233,095 12,866 0.0% 0.0% 40 +18,187 8.46% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 226,151 12,483 0.0% 0.01% 41 -338,264 -59.93% Q2 2026 Aug 14, 2026
Tetragon Partners GP Ltd History Added to 203,543 11,235 1.77% 0.84% 42 +58,063 39.91% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 201,429 11,118 0.0% 0.0% 43 +31,275 18.38% Q2 2026 Aug 13, 2026
Caligan Partners LP History Reduced 200,000 11,040 0.52% 1.69% 44 -648,590 -76.43% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History Reduced 182,767 10,088 0.0% 0.01% 45 -106,122 -36.73% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 152,084 8,395 0.0% 0.0% 46 +49,697 48.54% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History Reduced 139,611 7,518 0.0% 0.0% 47 -7,446 -5.06% Q2 2026 Aug 12, 2026
KVP Capital Advisors, LP History No change 121,524 6,708 4.92% 2.71% 48 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 113,475 6,263 0.0% 0.0% 49 -1,600 -1.39% Q2 2026 Aug 14, 2026
Burkehill Global Management, LP History No change 100,000 5,520 0.2% 0.15% 50 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History Added to 98,733 5,450 0.0% 0.0% 51 +16,941 20.71% Q2 2026 Aug 11, 2026
TD ASSET MANAGEMENT INC History Reduced 95,598 5,277 0.0% 0.0% 52 -20,400 -17.59% Q2 2026 Aug 04, 2026
Elmind Capital, LP History Reduced 91,000 5,023 1.26% 1.79% 53 -120,000 -56.87% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Added to 88,927 4,908 0.0% 0.0% 54 +8,705 10.85% Q2 2026 Aug 06, 2026
PRUDENTIAL FINANCIAL INC History New 88,045 4,860 0.01% 55 +88,045 New Q2 2026 Aug 12, 2026
BARCLAYS PLC History Added to 87,854 4,849 0.0% 0.0% 56 +76,016 642.14% Q2 2026 Aug 14, 2026
Affinity Asset Advisors, LLC History Reduced 75,000 4,140 0.19% 0.23% 57 -75,000 -50.0% Q2 2026 Aug 13, 2026
PFM Health Sciences, LP History Reduced 70,971 3,917 0.34% 0.2% 58 -923 -1.28% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 70,353 3,883 0.05% 0.08% 59 -137,696 -66.18% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 66,112 3,649 0.0% 0.0% 60 -24,522 -27.06% Q2 2026 Sep 09, 2026
MOORE CAPITAL MANAGEMENT, LP History New 64,893 3,582 0.05% 61 +64,893 New Q2 2026 Aug 14, 2026
Rhenman & Partners Asset Management AB History New 62,000 3,422 0.32% 62 +62,000 New Q2 2026 Aug 13, 2026
Invesco Ltd. History Added to 50,678 2,797 0.0% 0.0% 63 +23,153 84.12% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History Added to 48,012 2,650 0.01% 0.01% 64 +11,462 31.36% Q2 2026 Jul 29, 2026
PLATINUM INVESTMENT MANAGEMENT LTD History No change 43,597 2,406 0.59% 0.33% 65 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History Reduced 42,900 2,368 0.0% 0.0% 66 -1,500 -3.38% Q2 2026 Aug 11, 2026
Ensign Peak Advisors, Inc History New 42,156 2,327 0.0% 67 +42,156 New Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History Added to 42,070 2,322 0.03% 0.02% 68 +6,050 16.8% Q2 2026 Aug 13, 2026
Creative Planning History Added to 39,524 2,181 0.0% 0.0% 69 +3,554 9.88% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History Reduced 37,600 2,075 0.0% 0.0% 70 -4,200 -10.05% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History Added to 37,196 2,053 0.0% 0.0% 71 +3,325 9.82% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History Added to 31,693 1,749 0.0% 0.0% 72 +8,743 38.1% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History Added to 28,313 1,562 0.0% 0.0% 73 +17,551 163.08% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 27,421 1,513 0.01% 0.01% 74 -6,843 -19.97% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History Reduced 26,200 1,446 0.0% 0.0% 75 -941,833 -97.29% Q2 2026 Sep 02, 2026
VOYA INVESTMENT MANAGEMENT LLC History New 26,132 1,442 0.0% 76 +26,132 New Q2 2026 Aug 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History New 25,800 1,424 0.0% 77 +25,800 New Q2 2026 Aug 06, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History New 25,377 1,401 0.01% 78 +25,377 New Q2 2026 Aug 12, 2026
CITIGROUP INC History Added to 25,122 1,386 0.0% 0.0% 79 +11,623 86.1% Q2 2026 Aug 03, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 23,376 1,290 0.0% 0.0% 80 +611 2.68% Q2 2026 Aug 24, 2026
AMERICAN CENTURY COMPANIES INC History Added to 22,680 1,251 0.0% 0.0% 81 +13,954 159.91% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 22,591 1,247 0.0% 0.0% 82 -4,796 -17.51% Q2 2026 Aug 14, 2026
Legal & General Group Plc History Added to 21,583 1,191 0.0% 0.0% 83 +2,225 11.49% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 21,344 1,178 0.0% 0.0% 84 +14,106 194.89% Q2 2026 Aug 13, 2026
Cerity Partners LLC History Reduced 20,997 1,159 0.0% 0.0% 85 -166 -0.78% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History Added to 18,969 1,047 0.0% 0.0% 86 +2,941 18.35% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History Added to 18,250 1,007 0.0% 0.0% 87 +2,232 13.93% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History Added to 18,162 1,002 0.0% 0.0% 88 +14,306 371.01% Q2 2026 Aug 06, 2026
Koa Wealth Management, LLC History Reduced 17,113 944 0.64% 0.39% 89 -800 -4.47% Q2 2026 Jul 20, 2026
ALLIANCEBERNSTEIN L.P. History Added to 31,000 925 0.0% 0.0% 90 +500 1.64% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 15,971 881 0.0% 0.0% 91 -3,291 -17.09% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 14,752 814 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 13, 2026
Sound Capital Solutions LLC History New 14,458 798 0.19% 94 +14,458 New Q2 2026 Aug 13, 2026
OPTIMIZE FINANCIAL INC. History Reduced 14,458 798 0.29% 0.21% 93 -50 -0.34% Q2 2026 Aug 27, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 14,292 788 0.0% 0.0% 95 +967 7.26% Q2 2026 Aug 14, 2026
DAFNA Capital Management LLC History Reduced 11,809 651 0.12% 1.19% 96 -163,656 -93.27% Q2 2026 Aug 14, 2026
HighVista Strategies LLC History Added to 11,634 642 0.15% 0.09% 97 +162 1.41% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 11,000 607 0.0% 0.0% 98 +2,000 22.22% Q2 2026 Jul 29, 2026
Jupiter Topco LLC History New 10,300 568 0.0% 99 +10,300 New Q2 2026 Aug 14, 2026
FRED ALGER MANAGEMENT, LLC History New 9,877 545 0.0% 100 +9,877 New Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 9,860 544 0.0% 0.0% 101 -524 -5.05% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History New 9,777 539 0.0% 102 +9,777 New Q2 2026 Aug 10, 2026
Virtus Investment Advisers, LLC History Added to 9,215 508 0.12% 0.08% 103 +84 0.92% Q2 2026 Aug 11, 2026
China Universal Asset Management Co., Ltd. History Added to 9,175 506 0.03% 0.02% 104 +1,207 15.15% Q2 2026 Jul 24, 2026
Police & Firemen's Retirement System of New Jersey History Added to 9,154 505 0.0% 0.0% 105 +1,634 21.73% Q2 2026 Jul 23, 2026
PROFUND ADVISORS LLC History Added to 8,812 486 0.01% 0.01% 106 +424 5.05% Q2 2026 Aug 11, 2026
Brevan Howard Capital Management LP History New 8,602 474 0.0% 107 +8,602 New Q2 2026 Aug 14, 2026
ACT CAPITAL MANAGEMENT, LLC History Reduced 8,000 441 0.29% 0.21% 108 -1,000 -11.11% Q2 2026 Jul 29, 2026
DnB Asset Management AS History New 7,793 430 0.0% 109 +7,793 New Q2 2026 Aug 11, 2026
AXQ CAPITAL, LP History New 7,757 428 0.05% 110 +7,757 New Q2 2026 Aug 06, 2026
State of New Jersey Common Pension Fund D History Reduced 6,913 381 0.0% 0.0% 111 -760 -9.9% Q2 2026 Aug 04, 2026
Quantinno Capital Management LP History New 6,497 358 0.0% 112 +6,497 New Q2 2026 Aug 13, 2026
Rafferty Asset Management, LLC History New 6,410 353 0.0% 113 +6,410 New Q2 2026 Aug 14, 2026
XTX Topco Ltd History Reduced 6,392 352 0.0% 0.03% 114 -46,818 -87.99% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History Added to 6,245 345 0.0% 0.0% 115 +2,859 84.44% Q2 2026 Aug 07, 2026
Vanguard Investments Australia, Ltd. History No change 6,103 336 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
Seven Fleet Capital Management LP History New 6,000 331 0.05% 117 +6,000 New Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 5,951 328 0.0% 0.0% 118 -893 -13.05% Q2 2026 Aug 10, 2026
Arizona State Retirement System History New 5,899 325 0.0% 119 +5,899 New Q2 2026 Aug 07, 2026
SEI INVESTMENTS CO History Reduced 5,868 323 0.0% 0.0% 120 -3,121 -34.72% Q2 2026 Aug 14, 2026
ProShare Advisors LLC History New 5,622 310 0.0% 121 +5,622 New Q2 2026 Aug 11, 2026
JANUS HENDERSON GROUP PLC History No change 10,300 308 0.0% 0.0% 122 0 0.0% Q1 2026 May 18, 2026
Blackstone Inc. History New 5,533 305 0.0% 123 +5,533 New Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History Reduced 5,231 288 0.0% 0.0% 124 -1,020 -16.32% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 5,200 287 0.0% 0.0% 125 -5,700 -52.29% Q2 2026 Aug 14, 2026
Tidal Investments LLC History Reduced 5,010 276 0.0% 0.0% 126 -3,867 -43.56% Q2 2026 Aug 13, 2026
TEMA ETFS LLC History Reduced 5,010 276 0.01% 0.02% 127 -3,867 -43.56% Q2 2026 Jul 10, 2026
KLP KAPITALFORVALTNING AS History No change 4,900 270 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 12, 2026
Verdad Advisers, LP History New 4,574 252 0.24% 129 +4,574 New Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History New 4,098 226 0.0% 130 +4,098 New Q2 2026 Jul 30, 2026
Goelzer Investment Management, Inc. History Reduced 4,000 220 0.01% 0.24% 131 -160,172 -97.56% Q2 2026 Jul 14, 2026
Quantbot Technologies LP History New 3,855 212 0.01% 132 +3,855 New Q2 2026 Aug 12, 2026
Susquehanna Portfolio Strategies, LLC History New 3,800 209 0.0% 133 +3,800 New Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History Added to 3,651 201 0.0% 0.0% 134 +2,240 158.75% Q2 2026 Aug 11, 2026
Ameritas Investment Partners, Inc. History Added to 2,817 155 0.0% 0.0% 135 +505 21.84% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 2,129 117 0.0% 0.0% 136 -213 -9.09% Q2 2026 Jul 22, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 2,086 115 0.0% 0.0% 137 +1,616 343.83% Q2 2026 Aug 11, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 2,013 111 0.0% 0.0% 138 +421 26.44% Q2 2026 Aug 10, 2026
STRS OHIO History Added to 2,000 110 0.0% 0.0% 139 +400 25.0% Q2 2026 Jul 30, 2026
ROYAL BANK OF CANADA History Added to 1,464 81 0.0% 0.0% 140 +713 94.94% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History Added to 1,327 73 0.0% 0.0% 141 +20 1.53% Q2 2026 Aug 12, 2026
State of Wyoming History New 1,055 58 0.01% 142 +1,055 New Q2 2026 Aug 06, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 952 52 0.0% 0.0% 144 -57 -5.65% Q2 2026 Aug 07, 2026
CWM, LLC History No change 1,772 52 0.0% 0.0% 143 0 0.0% Q1 2026 May 14, 2026
KBC Group NV History No change 810 45 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 05, 2026
Kemnay Advisory Services Inc. History New 321 17 0.0% 146 +321 New Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 304 16 0.0% 0.0% 147 +5 1.67% Q2 2026 Jul 07, 2026
Arax Advisory Partners History New 279 15 0.0% 149 +279 New Q2 2026 Aug 10, 2026
OSAIC HOLDINGS, INC. History Added to 282 15 0.0% 0.0% 148 +13 4.83% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History Reduced 224 12 0.0% 0.0% 150 -3,000 -93.05% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 207 11 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 07, 2026
Aster Capital Management (DIFC) Ltd History New 172 9 0.0% 153 +172 New Q2 2026 Aug 14, 2026
FIL Ltd History No change 178 9 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History Reduced 109 6 0.0% 0.0% 154 -840 -88.51% Q2 2026 Jul 28, 2026
Physician Wealth Advisors, Inc. History Added to 121 6 0.0% 0.0% 155 +12 11.01% Q2 2026 Jul 20, 2026
US BANCORP \DE\ History Reduced 108 5 0.0% 0.0% 156 -176 -61.97% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History Reduced 78 4 0.0% 0.0% 158 -101 -56.42% Q2 2026 Jul 23, 2026
J.Safra Asset Management Corp History New 85 4 0.0% 160 +85 New Q2 2026 Aug 06, 2026
Parallel Advisors, LLC History Added to 79 4 0.0% 0.0% 159 +18 29.51% Q2 2026 Aug 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 80 4 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History Added to 54 2 0.0% 165 +38 237.5% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History Added to 48 2 0.0% 163 +23 92.0% Q2 2026 Jul 24, 2026
Allworth Financial LP History Reduced 48 2 0.0% 0.0% 162 -22 -31.43% Q2 2026 Aug 11, 2026
ROTHSCHILD INVESTMENT LLC History Added to 39 2 0.0% 161 +15 62.5% Q2 2026 Aug 06, 2026
Larson Financial Group LLC History No change 49 2 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 14, 2026
Bare Financial Services, Inc History New 34 1 0.0% 170 +34 New Q2 2026 Jul 27, 2026
Global Retirement Partners, LLC History New 19 1 0.0% 169 +19 New Q2 2026 Aug 06, 2026
Covestor Ltd History Added to 10 1 0.0% 166 +7 233.33% Q2 2026 Aug 07, 2026
Fortitude Family Office, LLC History No change 19 1 0.0% 167 0 0.0% Q2 2026 Jul 20, 2026
Cornerstone Financial Management LLC History No change 34 1 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 28, 2026
STEMPOINT CAPITAL LP History Closed out 0 0 2.9% -499,469 -100.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History Closed out 0 0 0.0% -97,215 -100.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -71,028 -100.0% Q2 2026 Aug 07, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Closed out 0 0 0.0% -57,322 -100.0% Q2 2026 Aug 13, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.01% -28,087 -100.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History Closed out 0 0 0.01% -17,380 -100.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -17,187 -100.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History Closed out 0 0 0.01% -12,700 -100.0% Q2 2026 Aug 13, 2026
Swiss Life Asset Management Ltd History Closed out 0 0 0.0% -12,130 -100.0% Q2 2026 Jul 29, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -10,222 -100.0% Q2 2026 Aug 14, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.01% -10,155 -100.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -8,823 -100.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History Closed out 0 0 0.0% -7,951 -100.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.0% -7,500 -100.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -5,600 -100.0% Q2 2026 Aug 13, 2026
Cygnus Capital Advisors, LLC History Closed out 0 0 0.04% -1,800 -100.0% Q2 2026 Sep 03, 2026
Versant Capital Management, Inc History Closed out 0 0 -24 -100.0% Q2 2026 Jul 02, 2026
Quarry LP History New 18 0 +18 New Q2 2026 Aug 14, 2026
Silver Grove Financial Group, Inc. History New 13 0 +13 New Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History New 11 0 +11 New Q2 2026 Aug 10, 2026
MAI Capital Management History Closed out 0 0 -7 -100.0% Q2 2026 Aug 14, 2026
SJS Investment Consulting Inc. History New 2 0 +2 New Q2 2026 Jul 22, 2026
True Wealth Design, LLC History Closed out 0 0 -2 -100.0% Q2 2026 Jul 16, 2026
Hughes Financial Services, LLC History New 1 0 +1 New Q2 2026 Jul 20, 2026
IFP Advisors, Inc History Closed out 0 0 -1 -100.0% Q2 2026 Jul 20, 2026
Farther Finance Advisors, LLC History No change 9 0 0 0.0% Q2 2026 Jul 17, 2026
Essential Partners LLC History No change 15 0 0 0.0% Q2 2026 Aug 10, 2026