PUMA BIOTECHNOLOGY, INC. - PBYI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACORN CAPITAL ADVISORS, LLC | History | No change | 4,131,299 | 33,504 | 9.14% | 7.5% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 3,804,736 | 30,856 | 0.0% | 0.0% | 2 | +205,784 | 5.72% | Q2 2026 | Aug 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,319,996 | 18,815 | 0.01% | 0.01% | 3 | +403,650 | 21.06% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 2,053,523 | 16,649 | 0.02% | 0.02% | 4 | +11,764 | 0.58% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,836,213 | 14,891 | 0.02% | 0.02% | 5 | -106,200 | -5.47% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,835,643 | 14,887 | 0.0% | 0.0% | 6 | +17,962 | 0.99% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 1,825,599 | 14,805 | 0.0% | 0.0% | 7 | +90,950 | 5.24% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 1,617,981 | 13,122 | 0.02% | 0.02% | 8 | +435,113 | 36.78% | Q2 2026 | Aug 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,518,014 | 12,311 | 0.0% | 0.0% | 9 | +81,908 | 5.7% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,339,405 | 10,864 | 0.0% | 0.0% | 10 | +322,063 | 31.66% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,123,783 | 9,113 | 0.04% | 0.04% | 11 | -14,386 | -1.26% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 952,165 | 7,722 | 0.0% | 0.0% | 12 | +34,575 | 3.77% | Q2 2026 | Aug 07, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 873,253 | 7,082 | 0.13% | 0.12% | 13 | -16,348 | -1.84% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 791,616 | 6,420 | 0.11% | 0.1% | 14 | +16,275 | 2.1% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 749,798 | 6,080 | 0.09% | 0.09% | 15 | -24,510 | -3.17% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 725,192 | 5,881 | 0.0% | 0.0% | 16 | -75,002 | -9.37% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 669,156 | 5,426 | 0.0% | 0.0% | 17 | -563 | -0.08% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 652,386 | 5,290 | 0.0% | 0.0% | 18 | +10,633 | 1.66% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 642,946 | 5,214 | 0.01% | 0.01% | 19 | -139,852 | -17.87% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 636,761 | 5,164 | 0.0% | 0.0% | 20 | +102,534 | 19.19% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 602,240 | 4,884 | 0.0% | 0.0% | 21 | -875,279 | -59.24% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 532,450 | 4,318 | 0.0% | 0.0% | 22 | -5,705 | -1.06% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 418,669 | 3,395 | 0.0% | 0.0% | 23 | -89,513 | -17.61% | Q2 2026 | Aug 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | Added to | 382,807 | 3,104 | 0.4% | 0.34% | 24 | +33,156 | 9.48% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 360,734 | 2,925 | 0.0% | 0.0% | 25 | +12,853 | 3.69% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 316,343 | 2,565 | 0.0% | 0.0% | 26 | -34,892 | -9.93% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 309,106 | 2,506 | 0.0% | 0.0% | 27 | +36,216 | 13.27% | Q2 2026 | Aug 10, 2026 |
| Invesco Ltd. | History | Added to | 301,002 | 2,441 | 0.0% | 0.0% | 28 | +205,958 | 216.7% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 272,234 | 2,207 | 0.0% | 0.0% | 29 | +20,581 | 8.18% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 269,070 | 2,182 | 0.0% | 0.0% | 30 | +17,387 | 6.91% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 265,670 | 2,154 | 0.0% | 0.0% | 31 | -94,072 | -26.15% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 250,766 | 2,033 | 0.0% | 0.0% | 32 | +13,051 | 5.49% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | Added to | 220,316 | 1,786 | 0.01% | 0.01% | 33 | +16,275 | 7.98% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 217,545 | 1,764 | 0.01% | 0.0% | 34 | +22,658 | 11.63% | Q2 2026 | Aug 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 213,599 | 1,732 | 0.0% | 0.0% | 35 | -39,440 | -15.59% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 211,339 | 1,730 | 0.0% | 0.0% | 36 | -9,385 | -4.25% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 211,444 | 1,714 | 0.0% | 0.0% | 37 | +19,611 | 10.22% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 188,232 | 1,526 | 0.0% | 0.0% | 38 | -20,386 | -9.77% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 172,010 | 1,395 | 0.0% | 0.0% | 39 | -43,381 | -20.14% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 158,762 | 1,287 | 0.02% | 0.02% | 40 | -14,289 | -8.26% | Q2 2026 | Jul 15, 2026 |
| Haven Private, LLC | History | Reduced | 148,448 | 1,203 | 0.46% | 0.43% | 41 | -6,812 | -4.39% | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 140,587 | 1,140 | 0.0% | 0.0% | 42 | +127,587 | 981.44% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 130,206 | 1,055 | 0.0% | 0.0% | 43 | +6,693 | 5.42% | Q2 2026 | Aug 11, 2026 |
| Round Rock Advisors LLC | History | No change | 128,912 | 1,045 | 0.13% | 0.13% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 128,243 | 1,040 | 0.0% | 0.0% | 45 | +12,328 | 10.64% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 126,091 | 1,022 | 0.0% | — | 46 | +126,091 | New | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 103,776 | 841 | 0.0% | 0.0% | 47 | +24,087 | 30.23% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Reduced | 84,600 | 686 | 0.0% | 0.0% | 48 | -6,900 | -7.54% | Q2 2026 | Jul 30, 2026 |
| Nuveen, LLC | History | Added to | 82,298 | 667 | 0.0% | 0.0% | 49 | +3,197 | 4.04% | Q2 2026 | Aug 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 73,731 | 597 | 0.01% | 0.01% | 50 | -22,269 | -23.2% | Q2 2026 | Jul 23, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 73,500 | 596 | 0.0% | 0.0% | 51 | +50,700 | 222.37% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | New | 72,223 | 585 | 0.0% | — | 52 | +72,223 | New | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 72,030 | 584 | 0.01% | 0.0% | 53 | +31,732 | 78.74% | Q2 2026 | Aug 10, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 61,255 | 497 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 59,491 | 482 | 0.01% | 0.01% | 55 | -30,000 | -33.52% | Q2 2026 | Aug 05, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 57,510 | 466 | 0.0% | 0.0% | 56 | +4,474 | 8.44% | Q2 2026 | Aug 11, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 48,680 | 394 | 0.05% | 0.04% | 57 | -1,235 | -2.47% | Q2 2026 | Jul 28, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 46,267 | 375 | 0.0% | 0.0% | 58 | +17,094 | 58.6% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 43,192 | 350 | 0.0% | 0.0% | 59 | +10,047 | 30.31% | Q2 2026 | Aug 07, 2026 |
| Man Group plc | History | Reduced | 41,506 | 336 | 0.0% | 0.0% | 60 | -5,869 | -12.39% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | Reduced | 40,509 | 328 | 0.01% | 0.01% | 61 | -25,824 | -38.93% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | Added to | 40,296 | 326 | 0.0% | 0.0% | 62 | +25,180 | 166.58% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Reduced | 39,833 | 323 | 0.03% | 0.06% | 63 | -35,975 | -47.46% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 37,606 | 304 | 0.0% | 0.0% | 64 | +21,333 | 131.09% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 37,386 | 303 | 0.07% | 0.1% | 65 | -16,078 | -30.07% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 36,343 | 295 | 0.0% | 0.0% | 66 | +5,037 | 16.09% | Q2 2026 | Aug 14, 2026 |
| Baron Wealth Management LLC | History | Reduced | 36,372 | 294 | 0.08% | 0.07% | 67 | -1,906 | -4.98% | Q2 2026 | Jul 07, 2026 |
| Creative Planning | History | Added to | 35,737 | 289 | 0.0% | 0.0% | 68 | +12,624 | 54.62% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 34,537 | 280 | 0.0% | 0.0% | 69 | -2,081 | -5.68% | Q2 2026 | Aug 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 34,485 | 279 | 0.0% | 0.0% | 70 | -4,823 | -12.27% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 31,747 | 257 | 0.0% | 0.0% | 71 | -8,617 | -21.35% | Q2 2026 | Aug 14, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 31,172 | 252 | 0.01% | 0.01% | 72 | +1,393 | 4.68% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 29,190 | 236 | 0.0% | 0.0% | 73 | +2,632 | 9.91% | Q2 2026 | Aug 03, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 26,222 | 212 | 0.0% | — | 74 | +26,222 | New | Q2 2026 | Jul 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 25,364 | 205 | 0.0% | — | 75 | +25,364 | New | Q2 2026 | Aug 13, 2026 |
| Metis Global Partners, LLC | History | No change | 25,264 | 204 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MetLife Investment Management, LLC | History | Added to | 24,873 | 201 | 0.0% | 0.0% | 77 | +9,031 | 57.01% | Q2 2026 | Aug 13, 2026 |
| C2C Wealth Management, LLC | History | No change | 23,620 | 191 | 0.15% | 0.13% | 78 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CITIGROUP INC | History | Added to | 21,666 | 175 | 0.0% | 0.0% | 79 | +18,244 | 533.14% | Q2 2026 | Aug 03, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 21,548 | 174 | 0.01% | 0.01% | 80 | +3,100 | 16.8% | Q2 2026 | Aug 14, 2026 |
| One Wealth Advisors, LLC | History | No change | 21,079 | 170 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 20,383 | 165 | 0.0% | 0.0% | 82 | -252 | -1.22% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | No change | 18,100 | 146 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 17,945 | 143 | 0.0% | 0.0% | 84 | +879 | 5.15% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,500 | 141 | 0.0% | 0.0% | 85 | -30,000 | -63.16% | Q2 2026 | Aug 14, 2026 |
| Spark Investment Management LLC | History | New | 17,000 | 137 | 0.27% | — | 86 | +17,000 | New | Q2 2026 | Aug 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 21,360 | 136 | 0.0% | 0.0% | 87 | +7,560 | 54.78% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 15,719 | 127 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lido Advisors, LLC | History | New | 15,045 | 122 | 0.0% | — | 89 | +15,045 | New | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | Added to | 14,869 | 120 | 0.0% | 0.0% | 90 | +220 | 1.5% | Q2 2026 | Aug 13, 2026 |
| Caprock Group, LLC | History | Reduced | 13,862 | 112 | 0.0% | 0.0% | 91 | -12,127 | -46.66% | Q2 2026 | Jul 27, 2026 |
| PERKINS CAPITAL MANAGEMENT INC | History | Added to | 13,400 | 108 | 0.08% | 0.07% | 92 | +900 | 7.2% | Q2 2026 | Jul 24, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 13,312 | 107 | 0.0% | 0.0% | 93 | +352 | 2.72% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,203 | 105 | 0.0% | 0.0% | 94 | +1,568 | 13.48% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 12,169 | 98 | 0.0% | 0.0% | 95 | +500 | 4.28% | Q2 2026 | Aug 14, 2026 |
| R Squared Ltd | History | New | 11,991 | 97 | 0.05% | — | 98 | +11,991 | New | Q2 2026 | Aug 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 12,056 | 97 | 0.0% | 0.0% | 96 | +291 | 2.47% | Q2 2026 | Sep 09, 2026 |
| CWM, LLC | History | No change | 15,263 | 97 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | Added to | 11,520 | 93 | 0.02% | 0.02% | 99 | +46 | 0.4% | Q2 2026 | Jul 24, 2026 |
| BARCLAYS PLC | History | Reduced | 11,202 | 90 | 0.0% | 0.0% | 100 | -2,786 | -19.92% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 10,671 | 86 | 0.0% | 0.0% | 101 | -4,230 | -28.39% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | Reduced | 10,512 | 85 | 0.0% | 0.0% | 102 | -2,501 | -19.22% | Q2 2026 | Aug 14, 2026 |
| Williams & Novak, LLC | History | Reduced | 10,489 | 85 | 0.06% | 0.05% | 103 | -150 | -1.41% | Q2 2026 | Jul 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 10,408 | 84 | 0.0% | — | 104 | +10,408 | New | Q2 2026 | Aug 11, 2026 |
| Ethic Inc. | History | Reduced | 10,270 | 83 | 0.0% | 0.0% | 105 | -260 | -2.47% | Q2 2026 | Jul 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 10,210 | 82 | 0.0% | — | 106 | +10,210 | New | Q2 2026 | Aug 10, 2026 |
| State of Alaska, Department of Revenue | History | No change | 8,445 | 68 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DGS Capital Management, LLC | History | No change | 10,418 | 66 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 8,101 | 65 | 0.0% | 0.0% | 109 | -927 | -10.27% | Q2 2026 | Jul 24, 2026 |
| Philadelphia Investment Partners, LLC | History | Reduced | 8,000 | 64 | 0.04% | 0.04% | 110 | -1,000 | -11.11% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 7,863 | 63 | 0.0% | 0.0% | 111 | +955 | 13.82% | Q2 2026 | Jul 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 6,360 | 51 | 0.0% | 0.0% | 112 | -3,307 | -34.21% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,752 | 38 | 0.0% | 0.0% | 113 | +2,184 | 85.05% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | Added to | 4,317 | 35 | 0.0% | 0.0% | 114 | +753 | 21.13% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,055 | 32 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,600 | 29 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 3,500 | 28 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kemnay Advisory Services Inc. | History | New | 3,370 | 27 | 0.0% | — | 118 | +3,370 | New | Q2 2026 | Aug 14, 2026 |
| Ball & Co Wealth Management Inc. | History | No change | 3,066 | 24 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,386 | 20 | 0.0% | 0.0% | 120 | -1,934 | -44.77% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,276 | 18 | 0.0% | 0.0% | 121 | -378 | -14.24% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | Reduced | 1,799 | 14 | 0.0% | 0.0% | 122 | -384 | -17.59% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,710 | 13 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 1,492 | 12 | 0.0% | — | 124 | +1,492 | New | Q2 2026 | Aug 06, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,450 | 11 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,182 | 9 | 0.0% | 0.0% | 127 | +616 | 108.83% | Q2 2026 | Jul 17, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,170 | 9 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,041 | 8 | 0.0% | — | 130 | +1,041 | New | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Added to | 1,000 | 8 | 0.0% | 0.0% | 128 | +800 | 400.0% | Q2 2026 | Aug 12, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,080 | 8 | 0.0% | 0.0% | 129 | -42 | -3.74% | Q2 2026 | Aug 07, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 866 | 7 | 0.0% | 0.0% | 131 | -478 | -35.57% | Q2 2026 | Aug 13, 2026 |
| WealthCollab, LLC | History | Reduced | 950 | 7 | 0.0% | 0.0% | 132 | -206 | -17.82% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 831 | 6 | 0.0% | 0.0% | 133 | -594 | -41.68% | Q2 2026 | Jul 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 604 | 4 | 0.0% | 0.0% | 136 | -1,726 | -74.08% | Q2 2026 | Aug 24, 2026 |
| Allworth Financial LP | History | Added to | 563 | 4 | 0.0% | 0.0% | 137 | +222 | 65.1% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 496 | 4 | 0.0% | 0.0% | 138 | +74 | 17.54% | Q2 2026 | Jul 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 513 | 4 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 500 | 4 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 375 | 3 | 0.0% | 0.0% | 140 | -418 | -52.71% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Added to | 480 | 3 | 0.0% | 0.0% | 141 | +37 | 8.35% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 424 | 3 | 0.0% | 0.0% | 139 | +18 | 4.43% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | New | 367 | 2 | 0.0% | — | 145 | +367 | New | Q2 2026 | Jul 23, 2026 |
| Ameritas Advisory Services, LLC | History | New | 312 | 2 | 0.0% | — | 147 | +312 | New | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 250 | 2 | 0.0% | — | 146 | +250 | New | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 284 | 2 | 0.0% | 0.0% | 143 | -76 | -21.11% | Q2 2026 | Jul 24, 2026 |
| Optiver Holding B.V. | History | Reduced | 368 | 2 | 0.0% | 0.0% | 144 | -48 | -11.54% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 342 | 2 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 180 | 1 | 0.0% | — | 150 | +180 | New | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 227 | 1 | 0.0% | — | 148 | +159 | 233.82% | Q2 2026 | Aug 14, 2026 |
| Mosley Wealth Management | History | No change | 148 | 1 | 0.0% | — | 149 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,959 | -100.0% | Q2 2026 | Sep 02, 2026 |
| VIRTUS ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -29,347 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,600 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,970 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -16,745 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,500 | -100.0% | Q2 2026 | Jul 29, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,073 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,563 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Abacus Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,199 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Stokes Family Office, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,092 | -100.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -7,558 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,128 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -269 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Quarry LP | History | New | 75 | 0 | — | — | — | +75 | New | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | New | 49 | 0 | — | — | — | +49 | New | Q2 2026 | Aug 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 52 | 0 | — | — | — | +9 | 20.93% | Q2 2026 | Jul 22, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 04, 2026 |
| Clearstead Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 06, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SBI Securities Co., Ltd. | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| True Wealth Design, LLC | History | No change | 123 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 86 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |