MYRIAD GENETICS INC - MYGN

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.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 10,890,440 62,184 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
MILLENNIUM MANAGEMENT LLC History No change 6,620,372 37,802 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 14, 2026
Vestal Point Capital, LP History No change 5,735,000 32,746 0.77% 0.77% 3 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 4,985,060 28,464 0.0% 0.0% 4 0 0.0% Q2 2026 Sep 22, 2026
D. E. Shaw & Co., Inc. History No change 4,582,083 26,163 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 4,081,376 23,304 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 3,126,973 17,840 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 3,079,670 17,584 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 2,766,689 15,797 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 2,481,104 14,167 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,416,197 13,800 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 2,056,843 11,744 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 1,891,527 10,800 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History Added to 2,499,354 10,772 0.01% 0.01% 14 +963,652 62.75% Q3 2026 Nov 02, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,740,794 9,939 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 1,665,835 9,511 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 1,585,984 9,055 0.0% 0.0% 17 0 0.0% Q2 2026 Sep 02, 2026
FEDERATED HERMES, INC. History No change 1,570,314 8,966 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,557,727 8,894 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 1,545,549 8,825 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 11, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 1,407,860 8,038 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 12, 2026
Aberdeen Group plc History No change 1,308,933 7,474 0.01% 0.01% 22 0 0.0% Q2 2026 Jul 31, 2026
MARSHALL WACE, LLP History No change 1,222,804 6,982 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 918,856 5,246 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
Man Group plc History No change 908,733 5,188 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 901,896 5,149 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 782,765 4,469 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 772,217 4,409 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
Assenagon Asset Management S.A. History Reduced 938,185 4,043 0.0% 0.01% 29 -93,279 -9.04% Q3 2026 Oct 15, 2026
VANGUARD FIDUCIARY TRUST CO History No change 622,622 3,555 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 617,063 3,523 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 784,445 3,380 0.0% 0.0% 32 -267,551 -25.43% Q3 2026 Nov 04, 2026
WELLS FARGO & COMPANY/MN History No change 542,456 3,097 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 542,464 3,097 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 475,847 2,717 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 03, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 449,737 2,567 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 410,128 2,341 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 383,699 2,190 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
Militia Capital Management LLC History No change 301,400 1,720 0.05% 0.05% 39 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 294,346 1,680 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 13, 2026
OP Asset Management Ltd History Reduced 372,849 1,606 0.01% 0.03% 41 -76,768 -17.07% Q3 2026 Nov 05, 2026
Invesco Ltd. History No change 266,058 1,519 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 260,785 1,489 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 254,869 1,455 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 11, 2026
Bank of New York Mellon Corp History Reduced 323,967 1,396 0.0% 0.0% 45 -13,975 -4.14% Q3 2026 Nov 05, 2026
Point72 Asset Management, L.P. History No change 238,776 1,363 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 237,024 1,353 0.02% 0.02% 47 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 228,559 1,305 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 212,179 1,211 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 14, 2026
Voleon Capital Management LP History No change 211,757 1,209 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 206,450 1,180 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 06, 2026
FRANKLIN RESOURCES INC History No change 206,454 1,178 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 13, 2026
PANAGORA ASSET MANAGEMENT INC History No change 204,846 1,169 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 06, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 188,526 1,076 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 181,010 1,033 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 179,918 1,027 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 178,546 1,019 0.02% 0.02% 57 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 147,574 842 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 146,594 838 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 138,400 790 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 132,852 758 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 03, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 132,569 756 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 17, 2026
Engineers Gate Manager LP History No change 124,769 712 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 120,403 687 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 11, 2026
Creative Planning History Added to 142,360 613 0.0% 0.0% 65 +68,855 93.67% Q3 2026 Nov 02, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 103,949 594 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 97,276 555 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 90,237 515 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 07, 2026
Jaffetilchin Investment Partners, LLC History No change 89,808 512 0.03% 0.03% 69 0 0.0% Q2 2026 Oct 20, 2026
State of Wyoming History Added to 117,979 508 0.04% 0.06% 70 +10,196 9.46% Q3 2026 Oct 28, 2026
AMERICAN CENTURY COMPANIES INC History No change 85,867 490 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 12, 2026
Rafferty Asset Management, LLC History No change 83,821 478 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
ZACKS INVESTMENT MANAGEMENT History No change 81,392 464 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 97,075 436 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 72,956 416 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 19, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 69,515 396 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 65,764 375 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 65,835 375 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 65,354 373 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 63,381 361 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 81,054 349 0.02% 0.04% 81 -16,321 -16.76% Q3 2026 Oct 22, 2026
CITIGROUP INC History Reduced 80,888 348 0.0% 0.0% 82 -35,932 -30.76% Q3 2026 Nov 04, 2026
Quantinno Capital Management LP History No change 59,566 340 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 57,221 334 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 57,000 325 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 55,337 315 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 52,385 299 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 51,643 295 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 07, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 50,000 286 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 49,867 284 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 44,680 255 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 44,165 252 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 06, 2026
EntryPoint Capital, LLC History No change 39,837 227 0.06% 0.06% 93 0 0.0% Q2 2026 Aug 13, 2026
Verdad Advisers, LP History No change 37,500 214 0.2% 0.2% 94 0 0.0% Q2 2026 Aug 14, 2026
AXQ CAPITAL, LP History No change 37,122 211 0.02% 0.02% 95 0 0.0% Q2 2026 Aug 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 36,860 210 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
AIMZ Investment Advisors, LLC History No change 36,060 205 0.06% 0.06% 97 0 0.0% Q2 2026 Aug 13, 2026
PROFUND ADVISORS LLC History Added to 43,482 187 0.01% 0.01% 98 +795 1.86% Q3 2026 Oct 28, 2026
Graham Capital Management, L.P. History No change 28,804 164 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 27,540 157 0.0% 0.0% 100 0 0.0% Q2 2026 Jul 29, 2026
CAPTRUST FINANCIAL ADVISORS History No change 25,261 144 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 25,270 144 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 10, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 25,157 143 0.0% 0.0% 103 0 0.0% Q2 2026 Sep 09, 2026
Police & Firemen's Retirement System of New Jersey History No change 25,149 143 0.0% 0.0% 104 0 0.0% Q2 2026 Jul 23, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 23,057 131 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 10, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 22,945 131 0.04% 0.04% 106 0 0.0% Q2 2026 Aug 14, 2026
Aquatic Capital Management LLC History No change 22,427 128 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
SYON CAPITAL LLC History No change 22,346 127 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 21,857 124 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 12, 2026
Legal & General Group Plc History No change 21,005 119 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 27,925 117 0.0% 0.0% 112 -44,189 -61.28% Q3 2026 Oct 13, 2026
VIRTUS ADVISERS, LLC History No change 20,502 117 0.04% 0.04% 111 0 0.0% Q2 2026 Aug 11, 2026
Vise Technologies, Inc. History New 27,071 116 0.0% — 113 +27,071 New Q3 2026 Oct 28, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 19,275 110 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 10, 2026
Merit Financial Group, LLC History No change 19,242 109 0.0% 0.0% 115 0 0.0% Q2 2026 Jul 20, 2026
STRS OHIO History Added to 24,000 103 0.0% 0.0% 116 +21,700 943.48% Q3 2026 Oct 30, 2026
Brevan Howard Capital Management LP History No change 18,144 103 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 17,966 102 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 27, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 17,213 98 0.0% 0.0% 119 0 0.0% Q2 2026 Sep 23, 2026
Polymer Capital Management (US) LLC History No change 17,129 97 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History New 20,866 89 0.0% — 122 +20,866 New Q3 2026 Nov 05, 2026
Vanguard Personalized Indexing Management, LLC History No change 15,717 89 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 11, 2026
Caitong International Asset Management Co., Ltd History New 20,257 87 0.01% — 123 +20,257 New Q3 2026 Oct 29, 2026
Dynamic Technology Lab Private Ltd History No change 14,782 84 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 13, 2026
Alpha Wealth Funds, LLC History No change 20,000 84 0.28% 0.06% 125 0 0.0% Q3 2026 Nov 04, 2026
IMC-Chicago, LLC History New 16,848 72 0.0% — 126 +16,848 New Q3 2026 Nov 05, 2026
Schonfeld Strategic Advisors LLC History No change 12,046 68 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
Pallas Capital Advisors LLC History No change 12,067 68 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 07, 2026
ROYCE & ASSOCIATES LP History No change 11,748 67 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
E Fund Management Co., Ltd. History No change 11,819 67 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 10, 2026
Williams & Novak Wealth Management, LLC History New 15,500 66 0.04% — 131 +15,500 New Q3 2026 Oct 09, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 10,997 63 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 10, 2026
HSBC HOLDINGS PLC History No change 10,731 61 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 10,224 58 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 07, 2026
Headlands Technologies LLC History No change 10,062 57 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 12, 2026
ProShare Advisors LLC History Reduced 11,613 50 0.0% 0.0% 136 -498 -4.11% Q3 2026 Oct 28, 2026
PINNACLE ASSOCIATES LTD History New 10,145 43 0.0% — 138 +10,145 New Q3 2026 Oct 20, 2026
Ameritas Investment Partners, Inc. History No change 7,687 43 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 4,335 24 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 4,137 23 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 3,813 21 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History Added to 4,827 20 0.0% 0.0% 142 +2,805 138.72% Q3 2026 Nov 05, 2026
ROYAL BANK OF CANADA History No change 3,304 19 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History No change 4,637 19 0.0% 0.0% 144 0 0.0% Q3 2026 Oct 15, 2026
JONES FINANCIAL COMPANIES LLLP History No change 3,018 17 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 2,809 16 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 12, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 2,000 11 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 18, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 2,044 11 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 11, 2026
SIMPLEX TRADING, LLC History Reduced 2,057 8 0.0% 0.0% 150 -5,135 -71.4% Q3 2026 Nov 04, 2026
GROUP ONE TRADING LLC History No change 1,500 8 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 13, 2026
Pacer Advisors, Inc. History No change 1,400 8 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History Added to 1,779 7 0.0% 0.0% 154 +1,170 192.12% Q3 2026 Oct 23, 2026
Sterling Capital Management LLC History Reduced 1,826 7 0.0% 0.0% 153 -38 -2.04% Q3 2026 Oct 22, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 1,274 7 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 24, 2026
Farther Finance Advisors, LLC History Added to 1,396 6 0.0% 0.0% 156 +218 18.51% Q3 2026 Oct 08, 2026
Physician Wealth Advisors, Inc. History No change 1,524 6 0.0% 0.0% 155 0 0.0% Q3 2026 Oct 20, 2026
Essential Partners LLC History Reduced 1,136 4 0.0% 0.01% 163 -2,798 -71.12% Q3 2026 Oct 14, 2026
EverSource Wealth Advisors, LLC History Reduced 1,010 4 0.0% 0.0% 159 -1,635 -61.81% Q3 2026 Nov 04, 2026
GAMMA Investing LLC History Added to 984 4 0.0% 0.0% 162 +113 12.97% Q3 2026 Oct 08, 2026
ROTHSCHILD INVESTMENT LLC History No change 716 4 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 06, 2026
Stone House Investment Management, LLC History No change 1,000 4 0.0% 0.0% 158 0 0.0% Q3 2026 Oct 23, 2026
Rockefeller Capital Management L.P. History No change 838 4 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 1,101 4 0.0% 0.0% 161 0 0.0% Q3 2026 Oct 21, 2026
True Wealth Design, LLC History Reduced 722 3 0.0% 0.0% 169 -1,404 -66.04% Q3 2026 Oct 13, 2026
SJS Investment Consulting Inc. History Added to 718 3 0.0% 0.0% 168 +45 6.69% Q3 2026 Oct 26, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 578 3 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 680 3 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 529 3 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History No change 561 3 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 28, 2026
COMPASS FINANCIAL MANAGEMENT LLC History New 500 2 0.0% — 174 +500 New Q3 2026 Oct 30, 2026
IFP Advisors, Inc History Reduced 603 2 0.0% 0.0% 170 -20 -3.21% Q3 2026 Oct 16, 2026
Global Retirement Partners, LLC History No change 503 2 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 06, 2026
Continuum Advisory, LLC History No change 434 2 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 06, 2026
Optiver Holding B.V. History No change 500 2 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 12, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 411 1 0.0% 0.0% 177 -22,534 -98.21% Q3 2026 Oct 20, 2026
Parkside Financial Bank & Trust History New 400 1 0.0% — 183 +400 New Q3 2026 Oct 27, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 195 1 0.0% 0.0% 175 0 0.0% Q2 2026 Oct 30, 2026
Clearstead Advisors, LLC History No change 238 1 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 06, 2026
BESSEMER GROUP INC History No change 258 1 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 12, 2026
Aberdeen Wealth Management LLC History No change 200 1 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 13, 2026
Seneschal Advisors, LLC History No change 350 1 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 13, 2026
Basecamp Wealth Advisors LLC History No change 177 1 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 14, 2026
BFC Planning, Inc. History No change 195 1 0.0% 0.0% 182 0 0.0% Q2 2026 Oct 29, 2026
Inspire Investing, LLC History Reduced 2 0 — 0.03% — -119,715 -100.0% Q3 2026 Oct 22, 2026
DekaBank Deutsche Girozentrale History Closed out 0 0 — 0.0% — -35,272 -100.0% Q3 2026 Oct 27, 2026
BRIGHTON JONES LLC History Closed out 0 0 — 0.0% — -18,760 -100.0% Q3 2026 Nov 03, 2026
Impact Capital Partners LLC History Closed out 0 0 — 0.03% — -17,926 -100.0% Q3 2026 Oct 22, 2026
PharVision Advisers, LLC History Closed out 0 0 — 1.77% — -16,449 -100.0% Q3 2026 Oct 29, 2026
Atria Investments, Inc History Closed out 0 0 — 0.0% — -14,654 -100.0% Q3 2026 Oct 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Closed out 0 0 — 0.0% — -11,214 -100.0% Q3 2026 Nov 05, 2026
CULLEN/FROST BANKERS, INC. History Closed out 0 0 — 0.0% — -4,910 -100.0% Q3 2026 Oct 28, 2026
Parallel Advisors, LLC History Closed out 0 0 — 0.0% — -687 -100.0% Q3 2026 Nov 03, 2026
FIFTH THIRD BANCORP History Closed out 0 0 — 0.0% — -256 -100.0% Q3 2026 Nov 05, 2026
Fortitude Family Office, LLC History Closed out 0 0 — 0.0% — -256 -100.0% Q3 2026 Oct 14, 2026
Bare Financial Services, Inc History Closed out 0 0 — 0.0% — -184 -100.0% Q3 2026 Nov 04, 2026
Private Wealth Management Group, LLC History Closed out 0 0 — — — -121 -100.0% Q3 2026 Oct 19, 2026
Provenance Wealth Advisors, LLC History New 111 0 — — — +111 New Q3 2026 Oct 30, 2026
Ascentis Independent Advisors History New 50 0 — — — +50 New Q3 2026 Nov 03, 2026
Owl Creek Wealth Partners LLC History Closed out 0 0 — — — -50 -100.0% Q3 2026 Oct 20, 2026
Larson Financial Group LLC History Closed out 0 0 — — — -48 -100.0% Q3 2026 Nov 05, 2026
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 — — — -40 -100.0% Q3 2026 Oct 05, 2026
Covestor Ltd History Reduced 51 0 — — — -34 -40.0% Q3 2026 Oct 30, 2026
Ascentis Wealth Management, LLC History New 30 0 — — — +30 New Q3 2026 Nov 03, 2026
Nova Financial LLC History New 25 0 — — — +25 New Q3 2026 Nov 04, 2026
GHP Investment Advisors, Inc. History Closed out 0 0 — — — -9 -100.0% Q3 2026 Oct 15, 2026
Root Financial Partners, LLC History New 8 0 — — — +8 New Q3 2026 Oct 21, 2026
Capital Advisors, Ltd. LLC History Closed out 0 0 — — — -5 -100.0% Q3 2026 Oct 27, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 38 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Hartford Financial Management Inc. History No change 60 0 — — — 0 0.0% Q3 2026 Oct 21, 2026
Transamerica Financial Advisors, LLC History No change 115 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History No change 158 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Freestone Grove Partners LP History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Boreal Capital Management LLC History No change 36 0 — — — 0 0.0% Q2 2026 Aug 13, 2026