PACIFIC BIOSCIENCES OF CALIFORNIA, INC. - PACB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARK Investment Management LLC | History | Reduced | 36,273,288 | 47,880 | 0.37% | 0.46% | 1 | -990,940 | -2.66% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Added to | 25,267,429 | 33,353 | 0.0% | 0.0% | 2 | +1,922,459 | 8.24% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 17,037,314 | 31,859 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pinegrove Venture Partners, LLC | History | No change | 20,586 | 27,174 | 1.31% | 1.36% | 4 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SOFTBANK GROUP CORP. | History | No change | 20,451,570 | 26,996 | 0.24% | 0.25% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 12,777,449 | 16,866 | 0.0% | — | 6 | +12,777,449 | New | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 7,037,987 | 9,290 | 0.01% | 0.01% | 7 | -770,593 | -9.87% | Q1 2026 | Apr 30, 2026 |
| Amova Asset Management Americas, Inc. | History | Reduced | 7,037,987 | 9,219 | 0.13% | 0.17% | 8 | -770,593 | -9.87% | Q1 2026 | May 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 6,975,266 | 9,209 | 0.0% | 0.0% | 9 | -103,478 | -1.46% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 6,121,716 | 8,080 | 0.0% | 0.0% | 10 | +209,493 | 3.54% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 4,892,318 | 6,457 | 0.0% | 0.0% | 11 | +547,749 | 12.61% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 3,637,547 | 4,801 | 0.0% | 0.0% | 12 | -800,726 | -18.04% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 3,509,613 | 4,632 | 0.0% | 0.01% | 13 | +632,429 | 21.98% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 2,950,929 | 3,895 | 0.0% | 0.0% | 14 | +2,102,710 | 247.9% | Q1 2026 | Apr 30, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,868,393 | 3,786 | 0.0% | — | 15 | +2,868,393 | New | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 2,489,100 | 3,285 | 0.01% | 0.01% | 16 | -1,361,500 | -35.36% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,420,965 | 3,195 | 0.0% | 0.0% | 17 | -950,678 | -28.2% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 2,405,496 | 3,175 | 0.0% | 0.0% | 18 | -60,357 | -2.45% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,130,788 | 2,812 | 0.0% | 0.0% | 19 | +83,949 | 4.1% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,986,483 | 2,622 | 0.0% | — | 20 | +1,986,483 | New | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 1,840,461 | 2,429 | 0.0% | 0.0% | 21 | -570,079 | -23.65% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,825,451 | 2,409 | 0.0% | 0.0% | 22 | -1,830,990 | -50.08% | Q1 2026 | May 15, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Reduced | 1,788,393 | 2,360 | 0.18% | 0.24% | 23 | -106,538 | -5.62% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,666,706 | 2,200 | 0.0% | 0.0% | 24 | -188,108 | -10.14% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,640,099 | 2,164 | 0.0% | 0.0% | 25 | -1,531,447 | -48.29% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,618,970 | 2,137 | 0.0% | 0.0% | 26 | -188,548 | -10.43% | Q1 2026 | May 12, 2026 |
| Birchview Capital, LP | History | Added to | 1,500,000 | 1,980 | 1.13% | 0.55% | 27 | +1,000,000 | 200.0% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 1,468,148 | 1,937 | 0.0% | 0.0% | 28 | +35,137 | 2.45% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Reduced | 1,265,535 | 1,670 | 0.0% | 0.01% | 29 | -98,042 | -7.19% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 1,184,975 | 1,564 | 0.0% | — | 30 | +1,184,975 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 827,500 | 1,547 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 988,467 | 1,304 | 0.0% | 0.0% | 32 | -390,405 | -28.31% | Q1 2026 | May 15, 2026 |
| BOURNE LENT ASSET MANAGEMENT INC | History | Reduced | 951,055 | 1,255 | 0.46% | 0.6% | 33 | -16,000 | -1.65% | Q1 2026 | Apr 17, 2026 |
| HHLR ADVISORS, LTD. | History | No change | 918,892 | 1,212 | 0.07% | 0.06% | 34 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 899,550 | 1,186 | 0.0% | 0.0% | 35 | +575,801 | 177.85% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 813,406 | 1,073 | 0.0% | 0.0% | 36 | -21,167 | -2.54% | Q1 2026 | May 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 808,700 | 1,067 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 759,492 | 1,002 | 0.0% | 0.0% | 38 | +672,528 | 773.34% | Q1 2026 | May 15, 2026 |
| Casdin Capital, LLC | History | Reduced | 723,767 | 955 | 0.07% | 0.49% | 39 | -3,500,000 | -82.86% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 684,707 | 903 | 0.0% | — | 40 | +684,707 | New | Q1 2026 | May 15, 2026 |
| Mirador Capital Partners LP | History | Added to | 604,884 | 798 | 0.11% | 0.15% | 41 | +13,879 | 2.35% | Q1 2026 | Apr 08, 2026 |
| PEAK6 LLC | History | Reduced | 599,022 | 790 | 0.0% | 0.01% | 42 | -1,000,978 | -62.56% | Q1 2026 | May 13, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 559,140 | 738 | 0.07% | 0.08% | 43 | +89,140 | 18.97% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 550,089 | 726 | 0.01% | 0.01% | 44 | -255 | -0.05% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 387,060 | 723 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 502,663 | 663 | 0.0% | — | 46 | +502,663 | New | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 469,875 | 620 | 0.0% | 0.0% | 47 | +445,975 | 1866.0% | Q1 2026 | May 08, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 468,382 | 618 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 418,791 | 549 | 0.0% | 0.0% | 49 | -22,459 | -5.09% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 365,021 | 481 | 0.0% | 0.0% | 50 | -95,229 | -20.69% | Q1 2026 | May 13, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 353,130 | 466 | 0.01% | 0.02% | 51 | -288,594 | -44.97% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 348,942 | 460 | 0.0% | 0.0% | 52 | -12,021 | -3.33% | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 336,257 | 443 | 0.0% | 0.0% | 53 | +11,118 | 3.42% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 327,360 | 432 | 0.0% | 0.0% | 54 | -192,366 | -37.01% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 299,597 | 395 | 0.0% | 0.0% | 55 | +25,350 | 9.24% | Q1 2026 | May 06, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 285,700 | 377 | 0.0% | 0.01% | 56 | -2,671,700 | -90.34% | Q1 2026 | May 15, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | New | 276,532 | 365 | 0.03% | — | 57 | +276,532 | New | Q1 2026 | May 12, 2026 |
| WATER ISLAND CAPITAL LLC | History | New | 272,040 | 359 | 0.04% | — | 58 | +272,040 | New | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 260,538 | 343 | 0.0% | — | 59 | +260,538 | New | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 248,477 | 326 | 0.0% | 0.0% | 60 | +195,769 | 371.42% | Q1 2026 | Apr 30, 2026 |
| XTX Topco Ltd | History | Reduced | 244,764 | 323 | 0.01% | 0.03% | 62 | -383,458 | -61.04% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 244,769 | 323 | 0.0% | 0.0% | 61 | +25,788 | 11.78% | Q1 2026 | May 06, 2026 |
| JENNISON ASSOCIATES LLC | History | New | 229,794 | 303 | 0.0% | — | 63 | +229,794 | New | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | Reduced | 222,347 | 293 | 0.0% | 0.0% | 64 | -249,761 | -52.9% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 188,043 | 249 | 0.0% | 0.0% | 65 | +24,516 | 14.99% | Q1 2026 | May 15, 2026 |
| Green Alpha Advisors, LLC | History | Reduced | 182,618 | 241 | 0.24% | 0.31% | 66 | -848 | -0.46% | Q1 2026 | Apr 07, 2026 |
| SEI INVESTMENTS CO | History | New | 166,823 | 220 | 0.0% | — | 67 | +166,823 | New | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 164,558 | 217 | 0.0% | 0.0% | 68 | -18,720 | -10.21% | Q1 2026 | May 14, 2026 |
| Main Street Research LLC | History | New | 152,100 | 200 | 0.01% | — | 69 | +152,100 | New | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 148,961 | 196 | 0.0% | 0.0% | 70 | +44,340 | 42.38% | Q1 2026 | May 04, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 142,057 | 187 | 0.01% | 0.01% | 71 | +8,290 | 6.2% | Q1 2026 | Apr 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 137,332 | 181 | 0.01% | 0.05% | 72 | -167,845 | -55.0% | Q1 2026 | May 08, 2026 |
| FARALLON CAPITAL MANAGEMENT LLC | History | No change | 135,000 | 178 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 138,504 | 174 | 0.0% | 0.0% | 74 | -318,404 | -69.69% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 131,214 | 173 | 0.0% | 0.0% | 75 | -182,800 | -58.21% | Q1 2026 | May 11, 2026 |
| MetLife Investment Management, LLC | History | Added to | 127,090 | 167 | 0.0% | 0.0% | 76 | +10,902 | 9.38% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 121,781 | 160 | 0.0% | — | 77 | +121,781 | New | Q1 2026 | May 08, 2026 |
| Koa Wealth Management, LLC | History | No change | 120,000 | 158 | 0.11% | 0.15% | 78 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 115,549 | 152 | 0.0% | 0.0% | 79 | -6,377 | -5.23% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | New | 112,698 | 148 | 0.0% | — | 81 | +112,698 | New | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | Reduced | 112,503 | 148 | 0.0% | 0.0% | 80 | -93,907 | -45.5% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 109,016 | 143 | 0.0% | — | 82 | +109,016 | New | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 107,800 | 142 | 0.0% | — | 83 | +107,800 | New | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Added to | 107,000 | 141 | 0.0% | 0.0% | 84 | +45,100 | 72.86% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 101,371 | 133 | 0.0% | 0.0% | 85 | -22,565 | -18.21% | Q1 2026 | May 08, 2026 |
| GABELLI FUNDS LLC | History | No change | 100,000 | 132 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 93,319 | 123 | 0.02% | — | 87 | +93,319 | New | Q1 2026 | Apr 16, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 84,825 | 111 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | New | 81,300 | 107 | 0.0% | — | 89 | +81,300 | New | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 79,955 | 105 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 74,844 | 98 | 0.0% | 0.0% | 91 | -7,683 | -9.31% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 71,941 | 94 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 70,026 | 92 | 0.0% | 0.0% | 93 | -834 | -1.18% | Q1 2026 | May 12, 2026 |
| HARTLINE INVESTMENT CORP/ | History | Added to | 69,000 | 91 | 0.01% | 0.01% | 94 | +38,000 | 122.58% | Q1 2026 | Apr 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 65,398 | 86 | 0.0% | 0.0% | 95 | -657 | -0.99% | Q1 2026 | May 12, 2026 |
| State of Wyoming | History | Added to | 55,529 | 73 | 0.01% | 0.0% | 96 | +48,255 | 663.39% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 53,794 | 71 | 0.0% | 0.0% | 97 | +47,591 | 767.23% | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 53,535 | 70 | 0.0% | 0.0% | 98 | -10,264 | -16.09% | Q1 2026 | Apr 24, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 53,592 | 70 | 0.01% | 0.01% | 99 | +4,396 | 8.94% | Q1 2026 | Apr 27, 2026 |
| Engineers Gate Manager LP | History | Added to | 52,289 | 69 | 0.0% | 0.0% | 100 | +30,818 | 143.53% | Q1 2026 | May 15, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 51,238 | 67 | 0.01% | 0.02% | 101 | -48,762 | -48.76% | Q1 2026 | Apr 07, 2026 |
| Cetera Investment Advisers | History | Added to | 51,359 | 67 | 0.0% | 0.0% | 102 | +2,416 | 4.94% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 50,517 | 66 | 0.0% | 0.0% | 104 | +42,585 | 536.88% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 50,142 | 66 | 0.0% | 0.0% | 103 | -1,406 | -2.73% | Q1 2026 | May 12, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 50,000 | 66 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 49,600 | 65 | 0.0% | 0.0% | 106 | -1,600 | -3.13% | Q1 2026 | Apr 20, 2026 |
| Wealth Architects, LLC | History | No change | 48,725 | 64 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 47,872 | 63 | 0.0% | 0.0% | 108 | -33,550 | -41.21% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 43,661 | 58 | 0.0% | 0.0% | 111 | +24,324 | 125.79% | Q1 2026 | Apr 08, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 44,130 | 58 | 0.0% | 0.01% | 109 | -14,580 | -24.83% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 44,320 | 58 | 0.0% | 0.0% | 110 | +1,361 | 3.17% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 43,487 | 57 | 0.0% | 0.0% | 112 | +20,750 | 91.26% | Q1 2026 | May 13, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 42,179 | 55 | 0.0% | 0.01% | 113 | -146,306 | -77.62% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 40,291 | 53 | 0.0% | 0.0% | 114 | +15,216 | 60.68% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 39,446 | 52 | 0.0% | 0.0% | 115 | +1,405 | 3.69% | Q1 2026 | May 05, 2026 |
| Scientech Research LLC | History | Reduced | 38,450 | 50 | 0.04% | 0.3% | 116 | -214,437 | -84.8% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 36,983 | 48 | 0.0% | 0.0% | 117 | +7,128 | 23.88% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 36,826 | 48 | 0.0% | 0.0% | 118 | +1,946 | 5.58% | Q1 2026 | May 05, 2026 |
| DRW Securities, LLC | History | New | 35,565 | 46 | 0.0% | — | 119 | +35,565 | New | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 34,706 | 45 | 0.0% | 0.0% | 121 | -18,081 | -34.25% | Q1 2026 | Apr 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 34,673 | 45 | 0.0% | 0.0% | 120 | +14,010 | 67.8% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 34,798 | 45 | 0.0% | 0.0% | 122 | -60 | -0.17% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Added to | 33,099 | 43 | 0.0% | 0.0% | 123 | +2,899 | 9.6% | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | Reduced | 32,061 | 42 | 0.0% | 0.0% | 124 | -68,690 | -68.18% | Q1 2026 | Apr 16, 2026 |
| Neuberger Berman Group LLC | History | Added to | 30,941 | 40 | 0.0% | 0.0% | 126 | +9,506 | 44.35% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 30,843 | 40 | 0.0% | 0.0% | 125 | -341 | -1.09% | Q1 2026 | May 15, 2026 |
| Venture Visionary Partners LLC | History | No change | 30,300 | 39 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 28,603 | 37 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sandbox Financial Partners, LLC | History | No change | 27,517 | 36 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 26,106 | 34 | 0.0% | 0.0% | 132 | -7,774 | -22.95% | Q1 2026 | May 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 25,662 | 34 | 0.0% | 0.0% | 130 | +5,382 | 26.54% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 18,268 | 34 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Jump Financial, LLC | History | Reduced | 25,492 | 33 | 0.0% | 0.0% | 134 | -8,254 | -24.46% | Q1 2026 | May 14, 2026 |
| Private Wealth Partners, LLC | History | No change | 25,000 | 33 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Aquatic Capital Management LLC | History | New | 24,622 | 32 | 0.0% | — | 138 | +24,622 | New | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 24,777 | 32 | 0.0% | 0.0% | 137 | +3,310 | 15.42% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 24,737 | 32 | 0.0% | 0.0% | 136 | +441 | 1.82% | Q1 2026 | Apr 24, 2026 |
| Legal & General Group Plc | History | No change | 24,447 | 32 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 23,508 | 31 | 0.0% | 0.0% | 139 | +553 | 2.41% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 22,894 | 30 | 0.0% | 0.0% | 140 | -3,200 | -12.26% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 22,602 | 29 | 0.0% | 0.0% | 141 | -71,461 | -75.97% | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | Added to | 22,699 | 29 | 0.01% | 0.01% | 143 | +6,208 | 37.64% | Q1 2026 | Apr 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 22,000 | 29 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | New | 21,421 | 28 | 0.0% | — | 144 | +21,421 | New | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 20,984 | 27 | 0.0% | 0.0% | 145 | +15,613 | 290.69% | Q1 2026 | Apr 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 20,279 | 26 | 0.0% | 0.0% | 146 | -1,694 | -7.71% | Q1 2026 | May 08, 2026 |
| Krilogy Financial LLC | History | New | 15,344 | 25 | 0.0% | — | 148 | +15,344 | New | Q1 2026 | Apr 17, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 21,400 | 25 | 0.01% | 0.01% | 147 | +4,587 | 27.28% | Q1 2026 | Apr 23, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 18,407 | 24 | 0.0% | 0.02% | 149 | -95,482 | -83.84% | Q1 2026 | Apr 24, 2026 |
| Pallas Capital Advisors LLC | History | New | 18,811 | 24 | 0.0% | — | 150 | +18,811 | New | Q1 2026 | Apr 21, 2026 |
| Essential Partners LLC | History | New | 18,615 | 24 | 0.01% | — | 152 | +18,615 | New | Q1 2026 | May 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 18,595 | 24 | 0.0% | — | 151 | +18,595 | New | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 17,230 | 23 | 0.0% | 0.0% | 153 | -7,661 | -30.78% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | New | 17,133 | 22 | 0.0% | — | 154 | +17,133 | New | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | New | 16,858 | 21 | 0.0% | — | 156 | +16,858 | New | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Reduced | 16,663 | 21 | 0.0% | 0.0% | 155 | -4,160 | -19.98% | Q1 2026 | May 14, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 15,300 | 20 | 0.0% | 0.01% | 158 | -22,258 | -59.26% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | New | 15,567 | 20 | 0.0% | — | 159 | +15,567 | New | Q1 2026 | Apr 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 15,752 | 20 | 0.0% | 0.0% | 157 | +1,081 | 7.37% | Q1 2026 | May 04, 2026 |
| CIBC Bancorp USA Inc. | History | New | 14,514 | 19 | 0.0% | — | 162 | +14,514 | New | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,655 | 19 | 0.0% | 0.0% | 161 | +2,430 | 19.88% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 14,943 | 19 | 0.0% | 0.0% | 160 | -2,055 | -12.09% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | New | 14,300 | 18 | 0.0% | — | 163 | +14,300 | New | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | New | 10,447 | 17 | 0.0% | — | 164 | +10,447 | New | Q1 2026 | May 04, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 11,998 | 15 | 0.0% | 0.0% | 165 | -117 | -0.97% | Q1 2026 | May 04, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 11,400 | 15 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AXQ CAPITAL, LP | History | New | 10,974 | 14 | 0.0% | — | 170 | +10,974 | New | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 10,806 | 14 | 0.0% | — | 169 | +10,806 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,287 | 14 | 0.0% | 0.0% | 167 | +1,184 | 11.72% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 10,765 | 14 | 0.0% | 0.0% | 168 | +331 | 3.17% | Q1 2026 | May 12, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 10,551 | 13 | 0.0% | 0.0% | 171 | -483 | -4.38% | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | No change | 10,000 | 13 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DKM Wealth Management, Inc. | History | No change | 10,000 | 13 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 9,203 | 12 | 0.0% | 0.0% | 174 | -6,713 | -42.18% | Q1 2026 | Apr 22, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 9,146 | 12 | 0.0% | 0.0% | 175 | -4,436 | -32.66% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 7,928 | 10 | 0.0% | 0.0% | 176 | +3,877 | 95.7% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 6,957 | 9 | 0.0% | 0.0% | 177 | -510 | -6.83% | Q1 2026 | Apr 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 7,500 | 9 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 6,705 | 8 | 0.0% | 0.0% | 179 | +773 | 13.03% | Q1 2026 | Apr 15, 2026 |
| Twin Lakes Capital Management, LLC | History | Reduced | 5,669 | 7 | 0.0% | 0.01% | 180 | -5,888 | -50.95% | Q1 2026 | May 18, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,198 | 6 | 0.0% | 0.0% | 181 | +3,952 | 317.17% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 3,358 | 4 | 0.0% | 0.01% | 184 | -17,384 | -83.81% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,101 | 4 | 0.0% | 0.0% | 183 | +101 | 3.37% | Q1 2026 | May 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 3,642 | 4 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,965 | 3 | 0.0% | 0.0% | 188 | -8,568 | -74.29% | Q1 2026 | Apr 06, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 2,785 | 3 | 0.0% | — | 189 | +2,785 | New | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,500 | 3 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 1,827 | 3 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hurley Capital, LLC | History | No change | 2,976 | 3 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Optiver Holding B.V. | History | New | 2,140 | 2 | 0.0% | — | 195 | +2,140 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,827 | 2 | 0.0% | — | 194 | +1,827 | New | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,556 | 2 | 0.0% | — | 192 | +1,047 | 205.7% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Added to | 2,133 | 2 | 0.0% | 0.0% | 190 | +121 | 6.01% | Q1 2026 | May 13, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 1,678 | 2 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | No change | 1,900 | 2 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,000 | 1 | 0.0% | 0.0% | 198 | -1,666 | -62.49% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | New | 1,497 | 1 | 0.0% | — | 204 | +1,497 | New | Q1 2026 | Apr 22, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 977 | 1 | 0.0% | — | 203 | +977 | New | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 819 | 1 | 0.0% | — | 196 | +626 | 324.35% | Q1 2026 | May 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 950 | 1 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Smithfield Trust Co | History | No change | 774 | 1 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,040 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 917 | 1 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,500 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMIRAL GESTION | History | Closed out | 0 | 0 | — | 1.18% | — | -2,733,290 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Koss-Olinger Consulting, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -2,600,000 | -100.0% | Q1 2026 | May 07, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -733,840 | -100.0% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -514,958 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -226,323 | -100.0% | Q1 2026 | May 13, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -137,149 | -100.0% | Q1 2026 | May 14, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -73,300 | -100.0% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,004 | -100.0% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | Reduced | 345 | 0 | — | 0.0% | — | -35,000 | -99.02% | Q1 2026 | May 19, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,602 | -100.0% | Q1 2026 | May 13, 2026 |
| Faithward Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,000 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -27,496 | -100.0% | Q1 2026 | May 05, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,486 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q1 2026 | May 13, 2026 |
| Outlook Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,000 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,849 | -100.0% | Q1 2026 | May 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,499 | -100.0% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,178 | -100.0% | Q1 2026 | May 11, 2026 |
| Tactive Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,097 | -100.0% | Q1 2026 | Apr 16, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,301 | -100.0% | Q1 2026 | May 19, 2026 |
| NOVEM GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,100 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,415 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | May 08, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -8,675 | -100.0% | Q1 2026 | May 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,590 | -100.0% | Q1 2026 | May 08, 2026 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q1 2026 | May 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 644 | 0 | — | 0.0% | — | -1,910 | -74.78% | Q1 2026 | May 13, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -909 | -100.0% | Q1 2026 | May 13, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -793 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Colonial Trust Advisors | History | Closed out | 0 | 0 | — | — | — | -500 | -100.0% | Q1 2026 | May 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 380 | 0 | — | — | — | +380 | New | Q1 2026 | May 07, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -250 | -100.0% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | New | 226 | 0 | — | — | — | +226 | New | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -217 | -100.0% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 198 | 0 | — | — | — | +198 | New | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 276 | 0 | — | — | — | +176 | 176.0% | Q1 2026 | May 07, 2026 |
| True Wealth Design, LLC | History | Added to | 270 | 0 | — | — | — | +166 | 159.62% | Q1 2026 | Apr 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 158 | 0 | — | — | — | +158 | New | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 138 | 0 | — | — | — | +138 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 185 | 0 | — | — | — | +85 | 85.0% | Q1 2026 | Apr 24, 2026 |
| Vanguard National Trust Co | History | New | 53 | 0 | — | — | — | +53 | New | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | New | 50 | 0 | — | — | — | +50 | New | Q1 2026 | Apr 23, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 42 | 0 | — | — | — | +42 | New | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 40 | 0 | — | — | — | +40 | New | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | No change | 303 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 96 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | No change | 430 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 283 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| DV EQUITIES, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 103 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tidemark, LLC | History | No change | 700 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LRI Investments, LLC | History | No change | 170 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Gen-Wealth Partners Inc | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 241 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cornerstone Financial Management LLC | History | No change | 377 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |