OmniAb, Inc. - OABIW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Whitefort Capital Management, LP | History | No change | 10,248,658 | 25,211 | 6.21% | 6.21% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 8,897,490 | 21,887 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NOMURA HOLDINGS INC | History | No change | 5,028,160 | 12,369 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CADIAN CAPITAL MANAGEMENT, LP | History | No change | 4,211,821 | 10,361 | 0.78% | 0.78% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 2,013,460 | 9,986 | 0.27% | 0.15% | 5 | -331,310 | -14.13% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,852,356 | 9,476 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,883,978 | 7,096 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 2,610,434 | 6,421 | 0.31% | 0.31% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,240,585 | 6,149 | 0.0% | 0.0% | 9 | -21,514 | -1.7% | Q3 2026 | Nov 04, 2026 |
| TOWERVIEW LLC | History | Reduced | 1,161,144 | 5,759 | 4.19% | 1.9% | 10 | -18,856 | -1.6% | Q3 2026 | Nov 05, 2026 |
| STATE STREET CORP | History | No change | 2,133,549 | 5,248 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| ISTHMUS PARTNERS, LLC | History | Reduced | 802,135 | 3,978 | 0.38% | 0.19% | 12 | -1,293 | -0.16% | Q3 2026 | Oct 21, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 980,416 | 2,411 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 966,877 | 2,378 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 948,294 | 2,332 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 947,412 | 2,330 | 0.11% | 0.11% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 439,053 | 2,177 | 0.0% | 0.0% | 17 | -50,081 | -10.24% | Q3 2026 | Nov 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 758,460 | 1,865 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 657,432 | 1,617 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 320,457 | 1,589 | 0.0% | 0.0% | 20 | +2,051 | 0.64% | Q3 2026 | Nov 05, 2026 |
| Nuveen, LLC | History | No change | 642,811 | 1,581 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 600,350 | 1,476 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 559,404 | 1,376 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 384,573 | 946 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 371,506 | 913 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 474,159 | 864 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TLS Advisors LLC | History | No change | 220,685 | 542 | 1.59% | 1.59% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 199,818 | 491 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 198,900 | 489 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arbiter Partners Capital Management LLC | History | No change | 192,585 | 473 | 0.25% | 0.25% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RHUMBLINE ADVISERS | History | No change | 171,957 | 423 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Palumbo Wealth Management LLC | History | No change | 161,975 | 398 | 0.08% | 0.08% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 161,376 | 396 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 159,621 | 392 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 157,716 | 387 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 149,493 | 367 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 144,427 | 355 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cornerstone Capital, Inc. | History | No change | 142,286 | 350 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 132,385 | 323 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 107,049 | 275 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 100,842 | 248 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 100,229 | 246 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 155,992 | 244 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 91,890 | 226 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 80,106 | 198 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 75,083 | 184 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 73,907 | 181 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 72,357 | 177 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 65,744 | 161 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 63,783 | 156 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | No change | 53,390 | 131 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOODSTOCK CORP | History | Reduced | 26,161 | 129 | 0.01% | 0.01% | 52 | -3,215 | -10.94% | Q3 2026 | Oct 13, 2026 |
| Shay Capital LLC | History | No change | 51,500 | 126 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 51,396 | 126 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 26,528 | 125 | 0.01% | 0.0% | 55 | +3,456 | 14.98% | Q3 2026 | Oct 27, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 50,644 | 124 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 43,394 | 106 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 42,217 | 103 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 38,969 | 95 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ProShare Advisors LLC | History | Reduced | 18,851 | 93 | 0.0% | 0.0% | 60 | -304 | -1.59% | Q3 2026 | Oct 28, 2026 |
| SIMPLEX TRADING, LLC | History | New | 18,410 | 91 | 0.0% | — | 61 | +18,410 | New | Q3 2026 | Nov 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 18,100 | 90 | 0.01% | — | 62 | +18,100 | New | Q3 2026 | Nov 02, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 18,770 | 89 | 0.0% | — | 64 | +18,770 | New | Q3 2026 | Oct 27, 2026 |
| Thrive Wealth Management, LLC | History | No change | 18,046 | 89 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 35,691 | 87 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 35,357 | 86 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | New | 17,300 | 85 | 0.0% | — | 69 | +17,300 | New | Q3 2026 | Oct 30, 2026 |
| BFSG, LLC | History | Reduced | 17,190 | 85 | 0.01% | 0.0% | 68 | -3,625 | -17.42% | Q3 2026 | Oct 30, 2026 |
| LPL Financial LLC | History | No change | 34,821 | 85 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 27,824 | 68 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | No change | 26,469 | 65 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | New | 12,417 | 61 | 0.0% | — | 72 | +12,417 | New | Q3 2026 | Nov 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 24,785 | 60 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 23,613 | 58 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | Reduced | 10,696 | 53 | 0.0% | 0.0% | 76 | -1,536 | -12.56% | Q3 2026 | Oct 28, 2026 |
| HighTower Advisors, LLC | History | No change | 21,609 | 53 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XPONANCE LLC | History | Reduced | 10,290 | 51 | 0.0% | 0.0% | 77 | -182 | -1.74% | Q3 2026 | Nov 03, 2026 |
| Qube Research & Technologies Ltd | History | No change | 20,186 | 49 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 9,717 | 48 | 0.0% | 0.0% | 79 | -44,950 | -82.23% | Q3 2026 | Nov 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 19,822 | 48 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 19,492 | 47 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 17,849 | 43 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 15,726 | 38 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 15,459 | 38 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 15,100 | 37 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 7,430 | 36 | 0.0% | 0.0% | 86 | +946 | 14.59% | Q3 2026 | Oct 28, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 13,649 | 33 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 13,200 | 32 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 12,357 | 30 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,806 | 29 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Legal & General Group Plc | History | No change | 11,284 | 27 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | No change | 10,913 | 26 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Virtu Financial LLC | History | No change | 10,565 | 26 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 10,793 | 26 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,652 | 23 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8,044 | 19 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 7,673 | 18 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 3,237 | 16 | 0.0% | 0.0% | 98 | +264 | 8.88% | Q3 2026 | Oct 26, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,219 | 13 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Added to | 2,371 | 11 | 0.0% | 0.0% | 100 | +927 | 64.2% | Q3 2026 | Nov 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,124 | 10 | 0.0% | 0.0% | 101 | -93 | -4.19% | Q3 2026 | Oct 22, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2,059 | 10 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Redwood Park Advisors LLC | History | No change | 2,184 | 10 | 0.01% | 0.0% | 103 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,850 | 9 | 0.0% | 0.0% | 104 | -4 | -0.22% | Q3 2026 | Nov 03, 2026 |
| Allworth Financial LP | History | No change | 2,771 | 6 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 2,450 | 6 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 677 | 3 | 0.0% | — | 110 | +677 | New | Q3 2026 | Nov 02, 2026 |
| GAMMA Investing LLC | History | Added to | 616 | 3 | 0.0% | — | 109 | +14 | 2.33% | Q3 2026 | Oct 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,515 | 3 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Arax Advisory Partners | History | No change | 1,601 | 3 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jacobi Capital Management LLC | History | New | 490 | 2 | 0.0% | — | 117 | +490 | New | Q3 2026 | Nov 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 484 | 2 | 0.0% | 0.0% | 114 | -37 | -7.1% | Q3 2026 | Nov 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 531 | 2 | 0.0% | 0.0% | 111 | +11 | 2.12% | Q3 2026 | Oct 20, 2026 |
| North Star Investment Management Corp. | History | No change | 550 | 2 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Cheviot Value Management, LLC | History | No change | 980 | 2 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 411 | 2 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Optiver Holding B.V. | History | No change | 848 | 2 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 347 | 1 | 0.0% | — | 118 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 361 | 1 | 0.0% | — | 119 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 323 | 1 | 0.0% | — | 120 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -55,342 | -100.0% | Q3 2026 | Nov 05, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,882 | -100.0% | Q3 2026 | Nov 05, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -87 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Ascentis Wealth Management, LLC | History | New | 47 | 0 | — | — | — | +47 | New | Q3 2026 | Nov 03, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q3 2026 | Oct 07, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q3 2026 | Oct 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 180 | 0 | — | — | — | -11 | -5.76% | Q3 2026 | Oct 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 15 | 0 | — | — | — | +10 | 200.0% | Q3 2026 | Oct 29, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 23 | 0 | — | — | — | -5 | -17.86% | Q3 2026 | Oct 26, 2026 |
| FIFTH THIRD BANCORP | History | No change | 127 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CENTRAL TRUST Co | History | No change | 171 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 154 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 127 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 233 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MATHER GROUP, LLC. | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 170 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| IFG Advisory, LLC | History | No change | 190 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | No change | 274 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Quarry LP | History | No change | 317 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |