NeuroPace Inc - NPCE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Polar Capital Holdings Plc | History | No change | 3,298,104 | 52,406 | 0.12% | 0.15% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Soleus Capital Management, L.P. | History | Reduced | 2,911,122 | 46,257 | 1.59% | 1.56% | 2 | -21,085 | -0.72% | Q2 2026 | Aug 11, 2026 |
| First Light Asset Management, LLC | History | Added to | 2,861,167 | 45,463 | 2.76% | 2.9% | 3 | +401,201 | 16.31% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 2,654,391 | 42,178 | 0.0% | 0.0% | 4 | +87,552 | 3.41% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 2,477,603 | 39,369 | 0.0% | 0.0% | 5 | +131,270 | 5.59% | Q2 2026 | Aug 07, 2026 |
| ORBIMED ADVISORS LLC | History | Reduced | 1,505,125 | 23,916 | 0.44% | 0.55% | 6 | -591,402 | -28.21% | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Reduced | 1,447,391 | 22,999 | 0.13% | 0.14% | 7 | -4,220 | -0.29% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,227,072 | 19,498 | 0.0% | 0.0% | 8 | +103,361 | 9.2% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 938,919 | 14,919 | 0.0% | 0.0% | 9 | +6,829 | 0.73% | Q2 2026 | Aug 07, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 692,000 | 10,995 | 0.13% | 0.16% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 666,300 | 10,589 | 0.0% | 0.0% | 11 | +48,181 | 7.79% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 554,771 | 8,815 | 0.0% | 0.0% | 12 | +1,242 | 0.22% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 550,132 | 8,741 | 0.0% | 0.0% | 13 | +52,586 | 10.57% | Q2 2026 | Sep 22, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 344,124 | 5,468 | 0.04% | 0.03% | 14 | -15,941 | -4.43% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 260,025 | 4,131 | 0.0% | 0.0% | 15 | +20,185 | 8.42% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 221,237 | 3,515 | 0.0% | 0.0% | 16 | +35,048 | 18.82% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 220,371 | 3,501 | 0.0% | 0.0% | 17 | +32,942 | 17.58% | Q2 2026 | Aug 13, 2026 |
| Palumbo Wealth Management LLC | History | Reduced | 209,199 | 3,324 | 0.7% | 0.68% | 18 | -1,270 | -0.6% | Q2 2026 | Aug 12, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 208,703 | 3,316 | 0.43% | 0.45% | 19 | -9,035 | -4.15% | Q2 2026 | Aug 06, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 184,774 | 2,936 | 0.03% | 0.04% | 20 | +5,218 | 2.91% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 182,534 | 2,900 | 0.0% | 0.0% | 21 | +3,888 | 2.18% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 173,311 | 2,864 | 0.0% | 0.0% | 22 | +32,170 | 22.79% | Q2 2026 | Aug 12, 2026 |
| HighMark Wealth Management LLC | History | Added to | 163,000 | 2,590 | 0.87% | 0.34% | 23 | +100,000 | 158.73% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 162,164 | 2,576 | 0.0% | 0.0% | 24 | -16,857 | -9.42% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 161,081 | 2,559 | 0.0% | 0.0% | 25 | +117,456 | 269.24% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 149,566 | 2,376 | 0.0% | 0.0% | 26 | -25,796 | -14.71% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 128,800 | 2,046 | 0.0% | 0.0% | 27 | +41,516 | 47.56% | Q2 2026 | Sep 02, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 127,728 | 2,029 | 0.0% | 0.0% | 28 | +3,423 | 2.75% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 115,535 | 1,836 | 0.12% | 0.1% | 29 | -2,137 | -1.82% | Q2 2026 | Aug 06, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 114,059 | 1,812 | 0.01% | 0.01% | 30 | -216 | -0.19% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 111,699 | 1,774 | 0.0% | 0.0% | 31 | -62,612 | -35.92% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 109,874 | 1,745 | 0.0% | 0.0% | 32 | -25,831 | -19.03% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 99,498 | 1,581 | 0.0% | 0.0% | 33 | +10,211 | 11.44% | Q2 2026 | Aug 11, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 94,800 | 1,506 | 0.0% | — | 34 | +94,800 | New | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 87,677 | 1,393 | 0.0% | 0.0% | 35 | +11,706 | 15.41% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | Added to | 84,073 | 1,335 | 0.0% | 0.0% | 36 | +40,176 | 91.52% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | New | 79,900 | 1,269 | 0.0% | — | 37 | +79,900 | New | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 77,831 | 1,236 | 0.0% | 0.0% | 38 | +8,020 | 11.49% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | Added to | 70,334 | 1,117 | 0.09% | 0.08% | 39 | +2,133 | 3.13% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 62,177 | 987 | 0.0% | 0.0% | 40 | -59,299 | -48.82% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 57,977 | 921 | 0.0% | 0.0% | 41 | +5,717 | 10.94% | Q2 2026 | Aug 06, 2026 |
| Informed Momentum Co LLC | History | Reduced | 39,656 | 630 | 0.06% | 0.06% | 42 | -1,633 | -3.96% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 35,920 | 570 | 0.0% | 0.0% | 43 | +7,917 | 28.27% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 34,438 | 547 | 0.0% | 0.0% | 44 | -4,854 | -12.35% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 31,664 | 503 | 0.0% | 0.0% | 45 | +2,218 | 7.53% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | Reduced | 31,011 | 492 | 0.0% | 0.0% | 46 | -3,834 | -11.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 30,619 | 486 | 0.0% | 0.0% | 47 | -10,002 | -24.62% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 30,192 | 479 | 0.0% | 0.0% | 48 | -43,900 | -59.25% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 28,692 | 455 | 0.0% | 0.0% | 49 | -28,142 | -49.52% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 27,417 | 435 | 0.0% | 0.0% | 50 | +12,934 | 89.3% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 26,033 | 419 | 0.0% | 0.0% | 51 | -3,715 | -12.49% | Q2 2026 | Aug 14, 2026 |
| GWN SECURITIES INC. | History | Added to | 25,470 | 404 | 0.07% | 0.06% | 52 | +2,826 | 12.48% | Q2 2026 | Aug 05, 2026 |
| Western Wealth Management, LLC | History | No change | 22,950 | 364 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 22,279 | 354 | 0.01% | — | 54 | +22,279 | New | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 22,100 | 351 | 0.0% | 0.0% | 55 | -5,700 | -20.5% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 21,764 | 346 | 0.0% | 0.0% | 56 | +4,456 | 25.75% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 21,265 | 337 | 0.0% | 0.0% | 57 | -8,671 | -28.97% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Reduced | 20,384 | 323 | 0.0% | 0.01% | 58 | -12,012 | -37.08% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 20,249 | 321 | 0.0% | 0.0% | 59 | -4,449 | -18.01% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 18,770 | 298 | 0.0% | — | 60 | +18,770 | New | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 17,318 | 275 | 0.0% | 0.0% | 61 | +2,030 | 13.28% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 16,534 | 262 | 0.0% | 0.0% | 62 | -11,269 | -40.53% | Q2 2026 | Aug 13, 2026 |
| EntryPoint Capital, LLC | History | Added to | 16,493 | 262 | 0.06% | 0.05% | 63 | +4,540 | 37.98% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 16,148 | 256 | 0.0% | 0.0% | 64 | -7,700 | -32.29% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Added to | 14,302 | 227 | 0.0% | 0.0% | 65 | +3,628 | 33.99% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 13,908 | 220 | 0.0% | 0.0% | 66 | -11,543 | -45.35% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 12,840 | 204 | 0.0% | 0.0% | 67 | -8,300 | -39.26% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 12,416 | 197 | 0.0% | 0.0% | 68 | +11,369 | 1085.86% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 12,204 | 193 | 0.0% | 0.0% | 69 | +54 | 0.44% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 13,710 | 180 | 0.0% | — | 70 | +13,710 | New | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | New | 10,233 | 162 | 0.0% | — | 71 | +10,233 | New | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,154 | 161 | 0.0% | 0.0% | 72 | -15,026 | -59.67% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 9,976 | 158 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 9,890 | 157 | 0.0% | 0.0% | 74 | +2,100 | 26.96% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 9,133 | 145 | 0.0% | 0.0% | 75 | +2,762 | 43.35% | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,700 | 122 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,928 | 46 | 0.0% | 0.0% | 77 | -125 | -4.09% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | Added to | 2,586 | 41 | 0.0% | 0.0% | 78 | +396 | 18.08% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,455 | 39 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,780 | 28 | 0.0% | 0.0% | 80 | -13,275 | -88.18% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 1,507 | 23 | 0.0% | 0.0% | 82 | +1,408 | 1422.22% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,499 | 23 | 0.0% | 0.0% | 81 | +480 | 47.11% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,200 | 19 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 1,343 | 17 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 502 | 7 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 357 | 5 | 0.0% | 0.0% | 87 | -1,021 | -74.09% | Q2 2026 | Aug 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 340 | 5 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 300 | 4 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | New | 169 | 2 | 0.0% | — | 90 | +169 | New | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | New | 161 | 2 | 0.0% | — | 91 | +161 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 131 | 2 | 0.0% | 0.0% | 89 | +47 | 55.95% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 122 | 1 | 0.0% | — | 95 | +122 | New | Q2 2026 | Aug 10, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 70 | 1 | 0.0% | 0.0% | 94 | -100 | -58.82% | Q2 2026 | Jul 22, 2026 |
| Sterling Capital Management LLC | History | Reduced | 93 | 1 | 0.0% | 0.0% | 92 | -63 | -40.38% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | Added to | 71 | 1 | 0.0% | — | 93 | +44 | 162.96% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -152,025 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Topline Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -80,945 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -61,969 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,993 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -23,725 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -23,350 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -20,972 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -16,956 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,887 | -100.0% | Q2 2026 | Aug 13, 2026 |
| 9823 Capital, L.P. | History | Closed out | 0 | 0 | — | 0.13% | — | -13,314 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,640 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Kemnay Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,522 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,151 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | Reduced | 62 | 0 | — | 0.0% | — | -192 | -75.59% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Versant Capital Management, Inc | History | New | 48 | 0 | — | — | — | +48 | New | Q2 2026 | Jul 02, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 50 | 0 | — | — | — | +32 | 177.78% | Q2 2026 | Jul 24, 2026 |
| Essential Partners LLC | History | Reduced | 4 | 0 | — | — | — | -27 | -87.1% | Q2 2026 | Aug 10, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 25 | 0 | — | — | — | +15 | 150.0% | Q2 2026 | Jul 17, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 28 | 0 | — | — | — | +14 | 100.0% | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 17 | 0 | — | — | — | +14 | 466.67% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Aug 07, 2026 |
| Basecamp Wealth Advisors LLC | History | Reduced | 22 | 0 | — | — | — | -7 | -24.14% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 16, 2026 |
| Global Retirement Partners, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 22, 2026 |
| Hughes Financial Services, LLC | History | Added to | 9 | 0 | — | — | — | +4 | 80.0% | Q2 2026 | Jul 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 04, 2026 |
| Clearstead Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 9 | 0 | — | — | — | +1 | 12.5% | Q2 2026 | Jul 22, 2026 |
| JPL Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |