Prime Medicine, Inc. - PRME

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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
Alphabet Inc. History No change 16,562,498 61,115 0.06% 0.06% 1 0 0.0% Q2 2026 Aug 06, 2026
BlackRock, Inc. History No change 9,602,041 35,431 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
ARK Investment Management LLC History No change 8,348,746 30,806 0.2% 0.2% 3 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 7,576,460 27,957 0.0% 0.0% 4 0 0.0% Q2 2026 Sep 22, 2026
T. Rowe Price Investment Management, Inc. History No change 5,237,332 19,326 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 4,522,640 16,688 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 3,969,082 14,645 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 3,430,518 12,658 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
Casdin Capital, LLC History No change 3,167,175 11,686 0.58% 0.58% 9 0 0.0% Q2 2026 Aug 14, 2026
Woodline Partners LP History No change 3,003,904 11,084 0.03% 0.03% 10 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 2,794,689 10,312 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,712,446 10,011 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 12, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 2,911,596 8,894 0.01% 0.01% 13 +498,612 20.66% Q3 2026 Oct 29, 2026
Amova Asset Management Americas, Inc. History No change 2,407,018 8,857 0.11% 0.11% 14 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 2,353,443 8,684 0.0% 0.0% 15 0 0.0% Q2 2026 Sep 02, 2026
ADAR1 Capital Management, LLC History No change 1,997,552 7,370 0.34% 0.34% 16 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 1,761,884 6,501 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,524,511 5,625 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
Redmile Group, LLC History No change 1,389,632 5,127 0.34% 0.34% 19 0 0.0% Q2 2026 Aug 14, 2026
FARALLON CAPITAL MANAGEMENT, L.L.C. History No change 1,240,843 4,578 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 1,240,429 4,577 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,225,779 4,523 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 981,335 3,621 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 961,826 3,549 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 927,538 3,422 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 912,597 3,367 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 810,095 3,013 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 12, 2026
Greenwich Wealth Management LLC History No change 768,001 2,834 0.1% 0.1% 28 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History No change 764,633 2,821 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 708,963 2,616 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
Alessandra Capital Management, LLC History Added to 800,773 2,446 1.72% 1.74% 31 +134,170 20.13% Q3 2026 Oct 30, 2026
D. E. Shaw & Co., Inc. History No change 648,940 2,394 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 533,553 1,968 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 500,000 1,845 0.03% 0.03% 34 0 0.0% Q2 2026 Aug 14, 2026
CHELSEA COUNSEL CO History No change 449,060 1,657 0.7% 0.7% 35 0 0.0% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History No change 427,097 1,575 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 340,365 1,255 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 05, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 304,444 1,123 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 275,931 1,018 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 272,000 1,003 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 251,747 928 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History Added to 284,400 868 0.0% 0.0% 42 +88,000 44.81% Q3 2026 Nov 04, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History No change 225,799 833 0.05% 0.05% 43 0 0.0% Q2 2026 Jul 31, 2026
MARSHALL WACE, LLP History No change 216,841 800 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 215,708 795 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 215,218 794 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
JUPITER ASSET MANAGEMENT LTD History No change 209,490 773 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 10, 2026
Swiss National Bank History No change 208,300 768 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 11, 2026
PEAK6 LLC History No change 208,057 767 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History Reduced 243,919 745 0.0% 0.0% 50 -2,425 -0.98% Q3 2026 Nov 05, 2026
Keystone Financial Group History No change 166,510 614 0.04% 0.04% 51 0 0.0% Q2 2026 Jul 29, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 162,325 599 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 162,338 599 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 161,510 595 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 157,049 579 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 24, 2026
Bollard Group LLC History No change 151,136 558 0.02% 0.02% 56 0 0.0% Q2 2026 Aug 12, 2026
Rafferty Asset Management, LLC History No change 145,275 536 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 150,300 523 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 140,308 517 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 167,328 511 0.0% 0.0% 60 -28,336 -14.48% Q3 2026 Nov 04, 2026
Green Alpha Advisors, LLC History Reduced 164,854 503 0.34% 0.46% 61 -20,169 -10.9% Q3 2026 Oct 08, 2026
ExodusPoint Capital Management, LP History No change 118,464 437 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Virtus Investment Advisers, LLC History No change 117,909 435 0.1% 0.1% 63 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 117,998 435 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 117,412 433 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 141,236 431 0.0% 0.0% 66 +53,926 61.76% Q3 2026 Nov 02, 2026
RHUMBLINE ADVISERS History No change 116,754 430 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 11, 2026
FIL Ltd History No change 115,206 425 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 114,472 422 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 07, 2026
Concurrent Investment Advisors, LLC History Added to 137,211 419 0.0% 0.0% 70 +5,489 4.17% Q3 2026 Oct 16, 2026
Steward Partners Investment Advisory, LLC History No change 108,290 399 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 13, 2026
Palumbo Wealth Management LLC History No change 103,801 383 0.08% 0.08% 72 0 0.0% Q2 2026 Aug 12, 2026
Pekin Hardy Strauss, Inc. History New 114,500 349 0.03% — 73 +114,500 New Q3 2026 Nov 02, 2026
TD ASSET MANAGEMENT INC History No change 94,148 347 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 04, 2026
LPL Financial LLC History No change 92,174 340 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 90,735 334 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 88,058 324 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 88,029 324 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 85,300 314 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 85,200 314 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 13, 2026
MILESTONE ASSET MANAGEMENT, LLC History Reduced 99,452 303 0.05% 0.06% 82 -583 -0.58% Q3 2026 Oct 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 82,305 303 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 66,444 245 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History Added to 79,914 244 0.0% 0.0% 84 +50,264 169.52% Q3 2026 Oct 26, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 66,101 243 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 64,800 239 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 60,900 224 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 59,133 218 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 58,922 217 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 59,021 217 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 57,460 210 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 56,192 207 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 50,994 188 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 06, 2026
AMERIPRISE FINANCIAL INC History No change 49,941 184 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
PROFUND ADVISORS LLC History Reduced 55,064 168 0.0% 0.01% 95 -17,560 -24.18% Q3 2026 Oct 28, 2026
Mutual Advisors, LLC History No change 45,000 166 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 44,269 163 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 13, 2026
Quadrature Capital Ltd History No change 43,663 161 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 06, 2026
IvyRock Asset Management (HK) Ltd History No change 41,800 154 0.09% 0.09% 99 0 0.0% Q2 2026 Aug 03, 2026
Corient Private Wealth LP History No change 39,078 144 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 27, 2026
JONES FINANCIAL COMPANIES LLLP History No change 40,867 140 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 30,751 113 0.0% 0.0% 102 0 0.0% Q2 2026 Jul 23, 2026
SEI INVESTMENTS CO History No change 29,183 107 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 29,184 107 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 34,711 106 0.0% 0.0% 105 +13,416 63.0% Q3 2026 Nov 02, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 28,278 104 0.0% 0.0% 106 0 0.0% Q2 2026 Sep 23, 2026
China Universal Asset Management Co., Ltd. History Added to 33,094 102 0.01% 0.01% 108 +4,349 15.13% Q3 2026 Oct 27, 2026
State of New Jersey Common Pension Fund D History No change 33,569 102 0.0% 0.0% 107 0 0.0% Q3 2026 Nov 05, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 27,353 100 0.0% 0.0% 109 0 0.0% Q2 2026 Sep 09, 2026
Crestwood Advisors Group, LLC History Reduced 32,024 97 0.0% 0.0% 110 -17 -0.05% Q3 2026 Oct 27, 2026
Vanguard Investments Australia, Ltd. History No change 26,124 96 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 25,389 93 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History Added to 29,263 89 0.0% 0.0% 114 +617 2.15% Q3 2026 Nov 03, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 24,363 89 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 10, 2026
Magnetar Financial LLC History No change 21,174 78 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 25,830 78 0.01% 0.01% 116 0 0.0% Q3 2026 Oct 29, 2026
Abacus Planning Group, Inc. History No change 25,188 76 0.01% 0.01% 117 0 0.0% Q3 2026 Oct 30, 2026
E Fund Management Co., Ltd. History No change 20,484 75 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 10, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 20,138 74 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 12, 2026
Schonfeld Strategic Advisors LLC History No change 20,189 74 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 20,083 74 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 11, 2026
Graham Capital Management, L.P. History No change 18,516 68 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 18,662 68 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 18,500 68 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 18,225 67 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 11, 2026
IEQ CAPITAL, LLC History No change 16,503 60 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 11, 2026
SHELTON WEALTH MANAGEMENT, LLC History No change 19,105 58 0.02% 0.03% 127 0 0.0% Q3 2026 Oct 16, 2026
ProShare Advisors LLC History Reduced 18,104 55 0.0% 0.0% 128 -139 -0.76% Q3 2026 Oct 28, 2026
PRUDENTIAL FINANCIAL INC History No change 14,755 54 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 12, 2026
Sanctuary Advisors, LLC History No change 13,400 49 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
JTC Employer Solutions Trustee Ltd History No change 13,249 49 0.0% 0.0% 131 0 0.0% Q2 2026 Jul 31, 2026
DRW Securities, LLC History No change 13,106 48 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 12,910 47 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 12,681 46 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 15,000 45 0.0% 0.0% 135 0 0.0% Q3 2026 Nov 02, 2026
Sequoia Financial Advisors, LLC History No change 11,686 43 0.0% 0.0% 136 0 0.0% Q2 2026 Jul 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 11,440 42 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 11,479 41 0.0% 0.0% 138 -3,617 -23.96% Q3 2026 Oct 13, 2026
Wealthfront Advisers LLC History No change 11,301 41 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 13,362 40 0.0% 0.0% 140 -291,316 -95.61% Q3 2026 Nov 04, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 10,979 40 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 07, 2026
SYON CAPITAL LLC History No change 11,077 40 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 10,329 38 0.0% 0.0% 143 0 0.0% Q2 2026 Jul 24, 2026
Kingsview Wealth Management, LLC History No change 10,000 36 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 18, 2026
Pictet Asset Management Holding SA History No change 12,107 36 0.0% 0.0% 145 0 0.0% Q3 2026 Nov 03, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 11,427 35 0.0% 0.0% 146 -5,000 -30.44% Q3 2026 Nov 02, 2026
Federation des caisses Desjardins du Quebec History No change 9,500 35 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 9,398 34 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
THOMPSON DAVIS & CO., INC. History Reduced 11,090 33 0.02% 0.03% 149 -3,500 -23.99% Q3 2026 Nov 05, 2026
Veratis Advisors, Inc. History New 10,758 32 0.02% — 151 +10,758 New Q3 2026 Nov 03, 2026
HB Wealth Management, LLC History New 10,548 32 0.0% — 150 +10,548 New Q3 2026 Oct 23, 2026
PRINCIPAL FINANCIAL GROUP INC History New 10,264 31 0.0% — 154 +10,264 New Q3 2026 Nov 02, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 8,434 31 0.0% 0.0% 152 0 0.0% Q2 2026 Jul 29, 2026
Ameritas Investment Partners, Inc. History No change 8,407 31 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
LANARK FINANCIAL, INC. History No change 10,000 30 0.0% 0.0% 155 0 0.0% Q3 2026 Oct 26, 2026
Forum Financial Management, LP History No change 10,000 30 0.0% 0.0% 156 0 0.0% Q3 2026 Oct 16, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 9,269 28 0.0% 0.0% 157 +1,191 14.74% Q3 2026 Oct 28, 2026
Tower Research Capital LLC (TRC) History No change 6,683 24 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 11, 2026
ROYAL BANK OF CANADA History No change 5,853 22 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 14, 2026
Glen Eagle Advisors, LLC History No change 5,000 18 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History Added to 5,300 16 0.0% 0.0% 161 +300 6.0% Q3 2026 Oct 23, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 4,707 14 0.0% 0.0% 162 +163 3.59% Q3 2026 Oct 20, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 4,162 12 0.0% 0.0% 163 +340 8.9% Q3 2026 Oct 26, 2026
Pacer Advisors, Inc. History No change 2,426 9 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History Added to 2,922 8 0.0% 0.0% 165 +2,386 445.15% Q3 2026 Oct 22, 2026
Owl Creek Wealth Partners LLC History No change 2,615 7 0.0% 0.0% 166 0 0.0% Q3 2026 Oct 20, 2026
Allworth Financial LP History No change 1,278 4 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 11, 2026
SBI Securities Co., Ltd. History Added to 1,037 3 0.0% 0.0% 171 +457 78.79% Q3 2026 Oct 21, 2026
EverSource Wealth Advisors, LLC History Reduced 983 3 0.0% 0.0% 170 -393 -28.56% Q3 2026 Nov 04, 2026
Arax Advisory Partners History No change 961 3 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Advisors, LLC History No change 1,000 3 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History Added to 761 2 0.0% 0.0% 172 +175 29.86% Q3 2026 Oct 08, 2026
Ascentis Independent Advisors History New 600 1 0.0% — 179 +600 New Q3 2026 Nov 03, 2026
Parkside Financial Bank & Trust History Added to 425 1 0.0% 0.0% 175 +140 49.12% Q3 2026 Oct 27, 2026
ROTHSCHILD INVESTMENT LLC History No change 384 1 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 319 1 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 07, 2026
Quarry LP History No change 540 1 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 14, 2026
Fairman Group, LLC History No change 500 1 0.0% 0.0% 177 0 0.0% Q3 2026 Oct 26, 2026
Basecamp Wealth Advisors LLC History No change 292 1 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History Closed out 0 0 — 0.0% — -12,945 -100.0% Q3 2026 Oct 20, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — 0.0% — -1,644 -100.0% Q3 2026 Oct 29, 2026
US BANCORP \DE\ History New 230 0 — — — +230 New Q3 2026 Nov 05, 2026
EASTERN BANK History Closed out 0 0 — — — -134 -100.0% Q3 2026 Oct 05, 2026
Root Financial Partners, LLC History New 100 0 — — — +100 New Q3 2026 Oct 21, 2026
TRUST CO OF VERMONT History New 75 0 — — — +75 New Q3 2026 Oct 21, 2026
Farther Finance Advisors, LLC History Closed out 0 0 — — — -55 -100.0% Q3 2026 Oct 08, 2026
Covestor Ltd History Reduced 63 0 — — — -42 -40.0% Q3 2026 Oct 30, 2026
Essential Partners LLC History Closed out 0 0 — — — -27 -100.0% Q3 2026 Oct 14, 2026
Fortitude Family Office, LLC History Reduced 296 0 — 0.0% — -12 -3.9% Q3 2026 Oct 14, 2026
IFP Advisors, Inc History Reduced 20 0 — — — -3 -13.04% Q3 2026 Oct 16, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -3 -100.0% Q3 2026 Oct 07, 2026
HARBOUR INVESTMENTS, INC. History No change 78 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
NATIONAL BANK OF CANADA /FI/ History No change 42 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
NATIXIS History No change 45 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 260 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
NFSG Corp History No change 45 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Sachetta, LLC History No change 100 0 — — — 0 0.0% Q2 2026 Jul 15, 2026