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% | 9.14% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 3,804,736 | 30,856 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 2,319,996 | 18,815 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 2,053,523 | 16,649 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,836,213 | 14,891 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,835,643 | 14,887 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,825,599 | 14,805 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 1,617,981 | 13,122 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 1,518,014 | 12,311 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,339,405 | 10,864 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,123,783 | 9,113 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 952,165 | 7,722 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 873,253 | 7,082 | 0.13% | 0.13% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 791,616 | 6,420 | 0.11% | 0.11% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 749,798 | 6,080 | 0.09% | 0.09% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 725,192 | 5,881 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 669,156 | 5,426 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 652,386 | 5,290 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 642,946 | 5,214 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 636,761 | 5,164 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 602,240 | 4,884 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 532,450 | 4,318 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 418,669 | 3,395 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 382,807 | 3,104 | 0.4% | 0.4% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 360,734 | 2,925 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 316,343 | 2,565 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 309,106 | 2,506 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Invesco Ltd. | History | No change | 301,002 | 2,441 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 272,234 | 2,207 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 269,070 | 2,182 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 265,670 | 2,154 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 250,766 | 2,033 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | No change | 220,316 | 1,786 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 217,545 | 1,764 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 213,599 | 1,732 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 211,339 | 1,730 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 211,444 | 1,714 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 188,232 | 1,526 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Haven Private, LLC | History | Reduced | 146,700 | 1,456 | 0.57% | 0.46% | 39 | -1,748 | -1.18% | Q3 2026 | Oct 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 172,010 | 1,395 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | No change | 158,762 | 1,287 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 119,624 | 1,187 | 0.01% | 0.01% | 42 | +60,133 | 101.08% | Q3 2026 | Oct 21, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 140,587 | 1,140 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummerHaven Investment Management, LLC | History | New | 114,315 | 1,135 | 0.63% | — | 44 | +114,315 | New | Q3 2026 | Oct 19, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 130,206 | 1,055 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Round Rock Advisors LLC | History | No change | 128,912 | 1,045 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 128,243 | 1,040 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 126,091 | 1,022 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 101,400 | 1,006 | 0.0% | 0.0% | 49 | +16,800 | 19.86% | Q3 2026 | Oct 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 103,776 | 841 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 75,931 | 753 | 0.0% | 0.0% | 51 | +40,194 | 112.47% | Q3 2026 | Nov 02, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 73,672 | 731 | 0.01% | 0.01% | 52 | -59 | -0.08% | Q3 2026 | Oct 23, 2026 |
| Nuveen, LLC | History | No change | 82,298 | 667 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | Reduced | 66,798 | 663 | 0.01% | 0.01% | 54 | -5,232 | -7.26% | Q3 2026 | Oct 28, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 73,500 | 596 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 72,223 | 585 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 61,255 | 497 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 57,510 | 466 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 39,933 | 396 | 0.02% | 0.01% | 59 | +8,761 | 28.11% | Q3 2026 | Oct 20, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 48,680 | 394 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 46,267 | 375 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baron Wealth Management LLC | History | Reduced | 35,715 | 354 | 0.09% | 0.08% | 62 | -657 | -1.81% | Q3 2026 | Oct 27, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 43,192 | 350 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Man Group plc | History | No change | 41,506 | 336 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | No change | 40,509 | 328 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | No change | 40,296 | 326 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 37,606 | 304 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 37,386 | 303 | 0.07% | 0.07% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 36,343 | 295 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 34,537 | 280 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 34,485 | 279 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 31,747 | 257 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 29,190 | 236 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| C2C Wealth Management, LLC | History | No change | 23,620 | 234 | 0.18% | 0.15% | 74 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 25,364 | 205 | 0.0% | 0.0% | 75 | 0 | 0.0% | 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 | No change | 24,873 | 201 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAILARD, INC. | History | No change | 18,100 | 179 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CITIGROUP INC | History | No change | 21,666 | 175 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 21,548 | 174 | 0.01% | 0.01% | 80 | 0 | 0.0% | 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 | No change | 20,383 | 165 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 17,945 | 143 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 17,500 | 141 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,098 | 140 | 0.0% | 0.0% | 85 | +895 | 6.78% | Q3 2026 | Oct 13, 2026 |
| Spark Investment Management LLC | History | No change | 17,000 | 137 | 0.27% | 0.27% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 21,360 | 136 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PERKINS CAPITAL MANAGEMENT INC | History | No change | 13,400 | 133 | 0.09% | 0.08% | 88 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 15,719 | 127 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lido Advisors, LLC | History | No change | 15,045 | 122 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 14,869 | 120 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abel Hall, LLC | History | No change | 11,520 | 114 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Caprock Group, LLC | History | No change | 13,862 | 112 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 13,312 | 107 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 10,834 | 106 | 0.0% | 0.0% | 95 | +2,389 | 28.29% | Q3 2026 | Oct 15, 2026 |
| Ethic Inc. | History | Added to | 10,308 | 102 | 0.0% | 0.0% | 96 | +38 | 0.37% | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 12,169 | 98 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 12,056 | 97 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| R Squared Ltd | History | No change | 11,991 | 97 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | Added to | 9,470 | 94 | 0.0% | 0.0% | 100 | +1,607 | 20.44% | Q3 2026 | Oct 16, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 9,419 | 92 | 0.0% | 0.0% | 101 | +1,318 | 16.27% | Q3 2026 | Oct 27, 2026 |
| BARCLAYS PLC | History | No change | 11,202 | 90 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 10,671 | 86 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 10,512 | 85 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 10,408 | 84 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 10,210 | 82 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Philadelphia Investment Partners, LLC | History | No change | 8,000 | 64 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 6,360 | 51 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,752 | 38 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 4,317 | 35 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,055 | 32 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,600 | 29 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 3,500 | 28 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 3,370 | 27 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 2,638 | 26 | 0.0% | 0.0% | 115 | +362 | 15.91% | Q3 2026 | Oct 28, 2026 |
| Ball & Co Wealth Management Inc. | History | No change | 3,066 | 24 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 2,154 | 21 | 0.0% | — | 117 | +2,154 | New | Q3 2026 | Oct 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,386 | 20 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,693 | 16 | 0.0% | 0.0% | 119 | +511 | 43.23% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 1,799 | 14 | 0.0% | 0.0% | 120 | 0 | 0.0% | 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% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,492 | 12 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,108 | 11 | 0.0% | 0.0% | 124 | +741 | 201.91% | Q3 2026 | Oct 23, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,175 | 11 | 0.0% | 0.0% | 126 | +95 | 8.8% | Q3 2026 | Oct 26, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,170 | 11 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,450 | 11 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 1,094 | 10 | 0.0% | 0.0% | 127 | +598 | 120.56% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 966 | 9 | 0.0% | 0.0% | 128 | +135 | 16.25% | Q3 2026 | Oct 22, 2026 |
| US BANCORP \DE\ | History | No change | 1,000 | 8 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 1,041 | 8 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 866 | 7 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthCollab, LLC | History | No change | 950 | 7 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fortitude Family Office, LLC | History | New | 514 | 5 | 0.0% | — | 133 | +514 | New | Q3 2026 | Oct 14, 2026 |
| Essential Partners LLC | History | Reduced | 443 | 4 | 0.0% | 0.0% | 138 | -37 | -7.71% | Q3 2026 | Oct 14, 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 604 | 4 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Allworth Financial LP | History | No change | 563 | 4 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 394 | 3 | 0.0% | — | 142 | +342 | 657.69% | Q3 2026 | Oct 26, 2026 |
| Root Financial Partners, LLC | History | New | 304 | 3 | 0.0% | — | 143 | +304 | New | Q3 2026 | Oct 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 424 | 3 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 342 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 375 | 3 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 284 | 2 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 250 | 2 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 368 | 2 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 312 | 2 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | New | 186 | 1 | 0.0% | — | 151 | +186 | New | Q3 2026 | Oct 01, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 133 | 1 | 0.0% | — | 152 | +133 | New | Q3 2026 | Oct 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 227 | 1 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 123 | 1 | 0.0% | — | 149 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Mosley Wealth Management | History | No change | 148 | 1 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.03% | — | -39,833 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -26,222 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Williams & Novak Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,489 | -100.0% | Q3 2026 | Oct 09, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -49 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Inspire Investing, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SBI Securities Co., Ltd. | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Quarry LP | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 86 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |