Oruka Therapeutics, Inc. - ORKA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 9,057,645 | 862,016 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 4,990,181 | 474,915 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Venrock Adviser, LLC | History | No change | 4,148,428 | 394,805 | 11.97% | 11.97% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairmount Funds Management LLC | History | No change | 3,705,262 | 352,629 | 23.31% | 23.31% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital World Investors | History | No change | 3,401,639 | 323,733 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RTW INVESTMENTS, LP | History | No change | 3,139,030 | 298,741 | 2.55% | 2.55% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 2,673,090 | 254,384 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,360,971 | 224,693 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paradigm Biocapital Advisors LP | History | No change | 2,144,526 | 204,094 | 3.82% | 3.82% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Deep Track Capital, LP | History | No change | 1,926,000 | 183,297 | 2.67% | 2.67% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bellevue Group AG | History | No change | 1,657,190 | 157,714 | 3.32% | 3.32% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,621,451 | 154,313 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Remedium Capital Partners, LLC | History | No change | 1,565,661 | 149,003 | 32.99% | 32.99% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RA CAPITAL MANAGEMENT, L.P. | History | No change | 1,554,597 | 147,950 | 1.29% | 1.29% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIKING GLOBAL INVESTORS LP | History | No change | 1,503,478 | 143,086 | 0.41% | 0.41% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,429,954 | 136,113 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 1,375,844 | 130,968 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PERCEPTIVE ADVISORS LLC | History | No change | 1,345,063 | 128,009 | 1.92% | 1.92% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polar Capital Holdings Plc | History | No change | 1,228,609 | 116,926 | 0.28% | 0.28% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,152,611 | 109,693 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 1,103,743 | 105,044 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,079,015 | 102,689 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 838,603 | 79,811 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidity Partners Management LP | History | No change | 760,424 | 72,369 | 11.59% | 11.59% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | History | No change | 658,301 | 62,650 | 1.1% | 1.1% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 646,943 | 61,569 | 0.09% | 0.09% | 26 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UBS Group AG | History | No change | 639,363 | 60,848 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 655,027 | 60,736 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | No change | 631,433 | 60,093 | 0.2% | 0.2% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Affinity Asset Advisors, LLC | History | No change | 590,000 | 56,150 | 2.54% | 2.54% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 582,409 | 55,427 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cormorant Asset Management, LP | History | No change | 533,340 | 50,757 | 2.6% | 2.6% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 433,405 | 41,247 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 428,891 | 40,817 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 401,149 | 38,177 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 390,064 | 37,122 | 0.11% | 0.11% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 365,630 | 34,797 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 364,102 | 34,651 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 355,003 | 33,785 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 352,824 | 33,578 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERARC CAPITAL MANAGEMENT, LLC | History | No change | 352,802 | 33,576 | 3.49% | 3.49% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 401,928 | 33,475 | 0.03% | 0.06% | 42 | -217,148 | -35.08% | Q3 2026 | Nov 03, 2026 |
| Holocene Advisors, LP | History | No change | 305,951 | 29,117 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 299,257 | 28,480 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Candriam S.C.A. | History | Reduced | 339,032 | 28,341 | 0.13% | 0.15% | 45 | -13,684 | -3.88% | Q3 2026 | Nov 03, 2026 |
| Woodline Partners LP | History | No change | 285,247 | 27,146 | 0.08% | 0.08% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 279,788 | 26,627 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRAIDWELL LP | History | No change | 278,164 | 26,472 | 0.98% | 0.98% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Siren, L.L.C. | History | No change | 250,000 | 23,792 | 0.48% | 0.48% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 249,267 | 23,722 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | No change | 240,000 | 22,840 | 0.31% | 0.31% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blackstone Inc. | History | No change | 237,108 | 22,565 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 219,039 | 20,846 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 195,204 | 18,577 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREAT POINT PARTNERS LLC | History | No change | 183,330 | 17,447 | 3.3% | 3.3% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 179,439 | 17,077 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sio Capital Management, LLC | History | No change | 177,118 | 16,856 | 2.79% | 2.79% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEB Asset Management AB | History | No change | 196,753 | 16,387 | 0.06% | 0.07% | 58 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Handelsbanken Fonder AB | History | No change | 160,900 | 15,313 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PFM Health Sciences, LP | History | No change | 158,825 | 15,115 | 1.3% | 1.3% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Turn Management, LLC | History | No change | 155,343 | 14,783 | 1.58% | 1.58% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 148,212 | 14,105 | 0.09% | 0.09% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 140,870 | 13,406 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | No change | 124,658 | 11,863 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 124,278 | 11,827 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 119,601 | 11,382 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEMPOINT CAPITAL LP | History | No change | 116,461 | 11,083 | 1.91% | 1.91% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkman Healthcare Partners LLC | History | No change | 113,188 | 10,772 | 1.1% | 1.1% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 112,943 | 10,748 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 128,645 | 10,714 | 0.0% | 0.0% | 70 | +15,469 | 13.67% | Q3 2026 | Nov 04, 2026 |
| APIS CAPITAL ADVISORS, LLC | History | No change | 112,000 | 10,659 | 1.04% | 1.04% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 127,852 | 10,648 | 0.98% | 3.2% | 72 | -228,449 | -64.12% | Q3 2026 | Nov 05, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 110,000 | 10,468 | 0.42% | 0.42% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 106,863 | 10,170 | 0.18% | 0.18% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 104,310 | 9,927 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 102,944 | 9,797 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atika Capital Management LLC | History | No change | 100,000 | 9,517 | 0.63% | 0.63% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TORONTO DOMINION BANK | History | No change | 89,837 | 8,549 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 87,744 | 8,350 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 85,895 | 8,174 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rhenman & Partners Asset Management AB | History | No change | 80,000 | 7,613 | 0.72% | 0.72% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALPS ADVISORS INC | History | Added to | 87,745 | 7,308 | 0.03% | 0.03% | 82 | +26,731 | 43.81% | Q3 2026 | Nov 02, 2026 |
| MORGAN STANLEY | History | No change | 76,360 | 7,267 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| B Group, Inc. | History | No change | 75,000 | 7,137 | 3.35% | 3.35% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 74,762 | 7,115 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 72,734 | 6,922 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 68,421 | 6,511 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Fisher Asset Management, LLC | History | No change | 67,874 | 6,459 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 67,668 | 6,439 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 74,806 | 6,230 | 1.19% | 1.73% | 90 | -26,605 | -26.23% | Q3 2026 | Oct 27, 2026 |
| Swiss National Bank | History | No change | 63,000 | 5,995 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | No change | 60,784 | 5,784 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Informed Momentum Co LLC | History | No change | 59,014 | 5,616 | 0.5% | 0.5% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atle Fund Management AB | History | No change | 54,886 | 5,223 | 1.41% | 1.41% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Secure Asset Management, LLC | History | Reduced | 62,452 | 5,201 | 0.69% | 0.88% | 95 | -3,447 | -5.23% | Q3 2026 | Oct 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 51,924 | 4,941 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 58,837 | 4,900 | 0.0% | 0.0% | 97 | +19,061 | 47.92% | Q3 2026 | Nov 02, 2026 |
| Granahan Investment Management, LLC | History | No change | 51,038 | 4,857 | 0.17% | 0.17% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ghisallo Capital Management LLC | History | No change | 50,000 | 4,758 | 0.09% | 0.09% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burkehill Global Management, LP | History | No change | 50,000 | 4,758 | 0.17% | 0.17% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 49,616 | 4,721 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 43,110 | 4,102 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SECTORAL ASSET MANAGEMENT INC | History | No change | 41,987 | 3,995 | 2.79% | 2.79% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighVista Strategies LLC | History | No change | 41,902 | 3,987 | 0.91% | 0.91% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 40,506 | 3,854 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 36,020 | 3,428 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 34,860 | 3,317 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 66,080 | 3,241 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palo Alto Investors LP | History | No change | 33,546 | 3,192 | 0.44% | 0.44% | 109 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Artia Global Partners LP | History | No change | 33,400 | 3,178 | 0.59% | 0.59% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 32,866 | 3,127 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 32,191 | 3,063 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 36,336 | 3,026 | 0.0% | 0.0% | 113 | -30,765 | -45.85% | Q3 2026 | Nov 04, 2026 |
| Legal & General Group Plc | History | No change | 30,198 | 2,873 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 30,082 | 2,862 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 29,313 | 2,789 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harvest Investment Services, LLC | History | No change | 29,063 | 2,765 | 0.43% | 0.43% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 28,204 | 2,670 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIADEMA PARTNERS LP | History | No change | 27,799 | 2,645 | 0.33% | 0.33% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 27,694 | 2,635 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 26,727 | 2,543 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 25,236 | 2,401 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 24,900 | 2,369 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 24,783 | 2,358 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 27,335 | 2,276 | 0.02% | 0.03% | 125 | -398 | -1.44% | Q3 2026 | Oct 23, 2026 |
| Freestone Grove Partners LP | History | No change | 22,421 | 2,133 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 22,096 | 2,102 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 24,649 | 2,053 | 0.06% | 0.06% | 128 | +2,637 | 11.98% | Q3 2026 | Oct 28, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 21,569 | 2,052 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 24,547 | 2,044 | 0.0% | 0.0% | 130 | +8,809 | 55.97% | Q3 2026 | Nov 02, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 21,453 | 1,984 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 20,840 | 1,983 | 0.09% | 0.09% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 19,561 | 1,861 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 18,857 | 1,794 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 18,697 | 1,779 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 17,700 | 1,684 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 19,855 | 1,653 | 0.02% | 0.03% | 137 | +543 | 2.81% | Q3 2026 | Oct 27, 2026 |
| SEI INVESTMENTS CO | History | No change | 16,758 | 1,594 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 15,521 | 1,477 | 0.13% | 0.13% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 15,231 | 1,449 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 14,857 | 1,413 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SG Americas Securities, LLC | History | No change | 14,576 | 1,387 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OPTIMIZE FINANCIAL INC. | History | No change | 13,396 | 1,274 | 0.46% | 0.46% | 143 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sound Capital Solutions LLC | History | No change | 13,396 | 1,274 | 0.3% | 0.3% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookwood Investment Group LLC | History | No change | 12,990 | 1,236 | 0.14% | 0.14% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| J. Goldman & Co LP | History | No change | 12,356 | 1,175 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 12,149 | 1,156 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rock Springs Capital Management LP | History | No change | 12,051 | 1,146 | 0.06% | 0.06% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 12,000 | 1,142 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 11,763 | 1,119 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 11,586 | 1,102 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 11,123 | 1,059 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 12,375 | 1,030 | 0.0% | 0.0% | 153 | +2,214 | 21.79% | Q3 2026 | Nov 05, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 12,081 | 992 | 0.05% | 0.05% | 154 | +2,482 | 25.86% | Q3 2026 | Oct 27, 2026 |
| Mariner, LLC | History | No change | 10,022 | 953 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 9,600 | 913 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STRS OHIO | History | Added to | 10,900 | 907 | 0.0% | 0.0% | 157 | +1,100 | 11.22% | Q3 2026 | Oct 30, 2026 |
| Arizona State Retirement System | History | Added to | 10,806 | 900 | 0.0% | 0.0% | 158 | +2,135 | 24.62% | Q3 2026 | Nov 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 9,176 | 873 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 8,860 | 843 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Virtu Financial LLC | History | No change | 8,456 | 805 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 8,039 | 765 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 8,000 | 761 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ProShare Advisors LLC | History | Added to | 8,618 | 717 | 0.0% | 0.0% | 164 | +48 | 0.56% | Q3 2026 | Oct 28, 2026 |
| Stonepine Capital Management, LLC | History | No change | 7,500 | 713 | 0.4% | 0.4% | 165 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Fieldview Capital Management, LLC | History | No change | 7,104 | 676 | 0.19% | 0.19% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Persistent Asset Partners Ltd | History | No change | 7,085 | 674 | 0.2% | 0.2% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 6,401 | 609 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | No change | 6,315 | 600 | 0.13% | 0.13% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DnB Asset Management AS | History | No change | 6,129 | 583 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| E Fund Management Co., Ltd. | History | No change | 6,079 | 578 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 6,752 | 562 | 0.5% | 0.53% | 172 | +221 | 3.38% | Q3 2026 | Nov 03, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 5,825 | 554 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 5,801 | 552 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALGERT GLOBAL LLC | History | No change | 5,380 | 512 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 4,948 | 470 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantbot Technologies LP | History | No change | 4,870 | 463 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 4,726 | 449 | 0.17% | 0.17% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 4,681 | 445 | 0.1% | 0.1% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 4,663 | 443 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,572 | 435 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ground Swell Capital, LLC | History | No change | 4,320 | 411 | 0.44% | 0.44% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quadrature Capital Ltd | History | No change | 4,290 | 408 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,225 | 402 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 4,194 | 399 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XPONANCE LLC | History | Reduced | 4,788 | 398 | 0.0% | 0.0% | 186 | -139 | -2.82% | Q3 2026 | Nov 03, 2026 |
| Engineers Gate Manager LP | History | No change | 3,680 | 350 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 3,643 | 346 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Voleon Capital Management LP | History | No change | 3,557 | 338 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 3,500 | 333 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 3,991 | 332 | 0.0% | 0.0% | 192 | +168 | 4.39% | Q3 2026 | Nov 04, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 3,489 | 332 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Affirmative Financial Network | History | New | 3,965 | 330 | 0.07% | — | 193 | +3,965 | New | Q3 2026 | Oct 21, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 3,800 | 316 | 0.0% | 0.0% | 194 | -11,300 | -74.83% | Q3 2026 | Nov 04, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 3,383 | 281 | 0.0% | 0.0% | 195 | +686 | 25.44% | Q3 2026 | Oct 28, 2026 |
| Ethic Inc. | History | Added to | 3,329 | 277 | 0.0% | 0.0% | 196 | +364 | 12.28% | Q3 2026 | Nov 03, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,827 | 269 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 2,789 | 265 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Iron Gate Global Advisors LLC | History | No change | 2,750 | 261 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 2,642 | 251 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PSP Research LLC | History | No change | 3,000 | 249 | 0.17% | 0.15% | 201 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 2,247 | 213 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,210 | 210 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 2,215 | 210 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 2,452 | 204 | 0.0% | 0.0% | 205 | +330 | 15.55% | Q3 2026 | Nov 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2,446 | 203 | 0.02% | — | 206 | +2,446 | New | Q3 2026 | Oct 29, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 2,125 | 202 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LANARK FINANCIAL, INC. | History | New | 2,425 | 201 | 0.01% | — | 208 | +2,425 | New | Q3 2026 | Oct 26, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,933 | 183 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,662 | 138 | 0.0% | 0.0% | 210 | +1,485 | 838.98% | Q3 2026 | Oct 22, 2026 |
| Stone House Investment Management, LLC | History | Added to | 1,402 | 116 | 0.02% | 0.01% | 211 | +500 | 55.43% | Q3 2026 | Oct 23, 2026 |
| Arax Advisory Partners | History | No change | 1,211 | 115 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,297 | 108 | 0.0% | 0.0% | 213 | +105 | 8.81% | Q3 2026 | Oct 26, 2026 |
| KBC Group NV | History | New | 1,234 | 103 | 0.0% | — | 214 | +1,234 | New | Q3 2026 | Oct 22, 2026 |
| Orion Capital Management LLC | History | No change | 953 | 90 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 994 | 82 | 0.0% | 0.0% | 216 | +147 | 17.36% | Q3 2026 | Nov 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 813 | 77 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | History | No change | 720 | 69 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 820 | 68 | 0.0% | 0.0% | 219 | +118 | 16.81% | Q3 2026 | Oct 20, 2026 |
| J.Safra Asset Management Corp | History | Added to | 609 | 50 | 0.0% | 0.0% | 220 | +391 | 179.36% | Q3 2026 | Nov 03, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 509 | 48 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 501 | 47 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 374 | 31 | 0.0% | 0.0% | 223 | +250 | 201.61% | Q3 2026 | Oct 08, 2026 |
| Nykredit A/S | History | No change | 308 | 29 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Optiver Holding B.V. | History | No change | 284 | 27 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 255 | 24 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 236 | 22 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 255 | 21 | 0.0% | 0.0% | 228 | -88 | -25.66% | Q3 2026 | Nov 03, 2026 |
| Allworth Financial LP | History | No change | 186 | 17 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 187 | 15 | 0.01% | 0.01% | 230 | +5 | 2.75% | Q3 2026 | Nov 05, 2026 |
| Activest Wealth Management | History | No change | 166 | 13 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 151 | 12 | 0.0% | — | 232 | +151 | New | Q3 2026 | Nov 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 137 | 11 | 0.0% | 0.0% | 233 | +44 | 47.31% | Q3 2026 | Oct 23, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 105 | 9 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 86 | 8 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 99 | 8 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | No change | 98 | 8 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Clearstead Advisors, LLC | History | No change | 71 | 6 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | New | 71 | 5 | 0.0% | — | 239 | +71 | New | Q3 2026 | Oct 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 43 | 4 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 43 | 4 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 40 | 3 | 0.0% | 0.0% | 242 | +19 | 90.48% | Q3 2026 | Oct 08, 2026 |
| Redwood Park Advisors LLC | History | New | 34 | 2 | 0.0% | — | 247 | +34 | New | Q3 2026 | Nov 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 30 | 2 | 0.0% | — | 243 | +27 | 900.0% | Q3 2026 | Oct 05, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 26 | 2 | 0.0% | — | 248 | +26 | New | Q3 2026 | Oct 30, 2026 |
| Fortitude Family Office, LLC | History | Added to | 26 | 2 | 0.0% | 0.0% | 245 | +14 | 116.67% | Q3 2026 | Oct 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 35 | 2 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| iA Global Asset Management Inc. | History | No change | 28 | 2 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| MATHER GROUP, LLC. | History | New | 20 | 1 | 0.0% | — | 253 | +20 | New | Q3 2026 | Oct 14, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 20 | 1 | 0.0% | — | 249 | +12 | 150.0% | Q3 2026 | Oct 28, 2026 |
| Covestor Ltd | History | Reduced | 7 | 1 | 0.0% | 0.0% | 250 | -4 | -36.36% | Q3 2026 | Oct 30, 2026 |
| Cornerstone Financial Management LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| BFC Planning, Inc. | History | No change | 15 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,515 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,131 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Gradient Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,868 | -100.0% | Q3 2026 | Oct 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,332 | -100.0% | Q3 2026 | Nov 02, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -2,242 | -100.0% | Q3 2026 | Oct 28, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Root Financial Partners, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 21, 2026 |
| Ascentis Independent Advisors | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Nov 03, 2026 |
| Ares Financial Consulting, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 19, 2026 |
| ASSETMARK, INC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 21, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 20, 2026 |
| SJS Investment Consulting Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 26, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q3 2026 | Oct 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 11 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |