Personalis, Inc. - PSNL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Merck & Co., Inc. | History | No change | 14,044,943 | 89,466 | 25.6% | 40.47% | 1 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lightspeed Management Company, L.L.C. | History | No change | 8,160,734 | 51,983 | 5.26% | 4.65% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARK Investment Management LLC | History | Added to | 7,944,112 | 50,603 | 0.39% | 0.42% | 3 | +65,025 | 0.83% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 7,592,807 | 48,366 | 0.01% | 0.01% | 4 | +1,305,656 | 20.77% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 5,389,885 | 34,333 | 0.0% | 0.0% | 5 | +70,377 | 1.32% | Q1 2026 | May 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 4,758,091 | 30,310 | 0.02% | 0.02% | 6 | +2,820,054 | 145.51% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 3,253,797 | 25,900 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Aberdeen Group plc | History | Added to | 3,488,308 | 22,220 | 0.04% | 0.04% | 8 | +238,413 | 7.34% | Q1 2026 | Apr 29, 2026 |
| Deep Track Capital, LP | History | New | 3,000,000 | 19,110 | 0.31% | — | 9 | +3,000,000 | New | Q1 2026 | May 15, 2026 |
| AIGH Capital Management LLC | History | No change | 2,900,000 | 18,473 | 2.52% | 5.59% | 10 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,868,463 | 18,272 | 0.0% | — | 11 | +2,868,463 | New | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 2,183,572 | 13,909 | 0.29% | 0.29% | 12 | +470,920 | 27.5% | Q1 2026 | May 13, 2026 |
| Blue Water Life Science Advisors, LP | History | No change | 1,676,300 | 10,678 | 8.56% | 8.37% | 13 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 1,650,141 | 10,513 | 0.0% | 0.0% | 14 | +201,556 | 13.91% | Q1 2026 | May 15, 2026 |
| Casdin Capital, LLC | History | New | 1,600,000 | 10,192 | 0.77% | — | 15 | +1,600,000 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,297,655 | 8,268 | 0.0% | 0.0% | 16 | -152 | -0.01% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,134,170 | 7,224 | 0.0% | 0.0% | 17 | +83,580 | 7.96% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,066,248 | 6,790 | 0.0% | 0.0% | 18 | +83,074 | 8.45% | Q1 2026 | May 07, 2026 |
| PFM Health Sciences, LP | History | Added to | 870,097 | 5,542 | 0.51% | 0.64% | 19 | +64,280 | 7.98% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 737,132 | 4,695 | 0.0% | 0.0% | 20 | +394,657 | 115.24% | Q1 2026 | May 15, 2026 |
| Portolan Capital Management, LLC | History | Added to | 736,713 | 4,692 | 0.25% | 0.16% | 21 | +357,516 | 94.28% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 575,490 | 3,591 | 0.0% | 0.0% | 22 | +548,774 | 2054.1% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 560,539 | 3,570 | 0.0% | — | 23 | +560,539 | New | Q1 2026 | May 08, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 547,115 | 3,485 | 0.14% | 0.17% | 24 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 493,798 | 3,145 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 484,270 | 3,084 | 0.0% | 0.0% | 26 | -34,171 | -6.59% | Q1 2026 | Apr 30, 2026 |
| Amova Asset Management Americas, Inc. | History | Reduced | 484,270 | 3,075 | 0.04% | 0.05% | 27 | -34,171 | -6.59% | Q1 2026 | May 07, 2026 |
| ORACLE INVESTMENT MANAGEMENT INC | History | No change | 339,343 | 2,701 | 1.61% | 1.61% | 28 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 419,128 | 2,669 | 0.0% | — | 29 | +419,128 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 405,800 | 2,584 | 0.0% | 0.0% | 30 | +50,882 | 14.34% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 383,503 | 2,442 | 0.0% | 0.0% | 31 | +76,935 | 25.1% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Added to | 343,520 | 2,188 | 0.0% | 0.0% | 32 | +34,840 | 11.29% | Q1 2026 | Apr 30, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 339,733 | 2,164 | 0.32% | 0.39% | 33 | -267 | -0.08% | Q1 2026 | May 04, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 339,508 | 2,162 | 0.0% | — | 34 | +339,508 | New | Q1 2026 | May 08, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 323,374 | 2,059 | 0.16% | 0.15% | 35 | +55,700 | 20.81% | Q1 2026 | May 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 308,696 | 1,966 | 0.0% | — | 36 | +308,696 | New | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 300,000 | 1,911 | 0.0% | — | 37 | +300,000 | New | Q1 2026 | May 15, 2026 |
| Wellington Shields & Co., LLC | History | No change | 292,489 | 1,863 | 0.47% | 0.57% | 38 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Swiss Life Asset Management Ltd | History | New | 30,116 | 1,586 | 0.01% | — | 39 | +30,116 | New | Q1 2026 | May 14, 2026 |
| PERKINS CAPITAL MANAGEMENT INC | History | No change | 239,000 | 1,522 | 1.43% | 1.51% | 40 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MORGAN STANLEY | History | Added to | 237,315 | 1,511 | 0.0% | 0.0% | 41 | +12,752 | 5.68% | Q1 2026 | May 15, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | Reduced | 235,000 | 1,496 | 1.4% | 1.97% | 42 | -55,000 | -18.97% | Q1 2026 | May 15, 2026 |
| Bruce & Co., Inc. | History | No change | 233,000 | 1,484 | 0.42% | 0.57% | 43 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 230,600 | 1,468 | 0.0% | 0.01% | 44 | -143,222 | -38.31% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 225,736 | 1,437 | 0.0% | 0.0% | 45 | +147,469 | 188.42% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 209,826 | 1,336 | 0.0% | — | 46 | +209,826 | New | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 208,891 | 1,330 | 0.0% | 0.0% | 47 | +111,119 | 113.65% | Q1 2026 | May 14, 2026 |
| ROYCE & ASSOCIATES LP | History | New | 156,036 | 993 | 0.01% | — | 48 | +156,036 | New | Q1 2026 | May 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 144,626 | 921 | 0.0% | 0.0% | 49 | -13,544 | -8.56% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 139,046 | 885 | 0.0% | 0.0% | 50 | +83,040 | 148.27% | Q1 2026 | May 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 134,072 | 854 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 132,012 | 840 | 0.0% | 0.0% | 52 | -331 | -0.25% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 124,641 | 793 | 0.0% | 0.0% | 53 | +1,690 | 1.37% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 114,683 | 730 | 0.0% | 0.0% | 54 | +682 | 0.6% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 111,306 | 709 | 0.0% | 0.0% | 55 | +51,273 | 85.41% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 105,678 | 673 | 0.0% | 0.0% | 56 | -166,198 | -61.13% | Q1 2026 | May 11, 2026 |
| Swiss National Bank | History | New | 105,400 | 671 | 0.0% | — | 57 | +105,400 | New | Q1 2026 | May 07, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 101,937 | 649 | 0.0% | 0.0% | 58 | +97,753 | 2336.35% | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 90,711 | 577 | 0.0% | 0.0% | 59 | +58,235 | 179.32% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 82,175 | 523 | 0.03% | — | 60 | +82,175 | New | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 78,742 | 502 | 0.0% | 0.0% | 61 | -568 | -0.72% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 75,000 | 478 | 0.0% | 0.0% | 62 | +45,000 | 150.0% | Q1 2026 | Apr 22, 2026 |
| Green Alpha Advisors, LLC | History | Reduced | 66,409 | 423 | 0.42% | 0.5% | 63 | -2,108 | -3.08% | Q1 2026 | Apr 07, 2026 |
| Aquatic Capital Management LLC | History | New | 64,269 | 409 | 0.01% | — | 64 | +64,269 | New | Q1 2026 | May 15, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 64,032 | 407 | 0.41% | 0.38% | 65 | +16,236 | 33.97% | Q1 2026 | May 07, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 63,111 | 402 | 0.0% | 0.0% | 66 | -1,070 | -1.67% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 62,686 | 399 | 0.0% | 0.0% | 67 | +59,295 | 1748.6% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 62,745 | 399 | 0.0% | 0.0% | 68 | +22,870 | 57.35% | Q1 2026 | May 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 61,292 | 390 | 0.01% | 0.01% | 69 | -552 | -0.89% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 58,972 | 375 | 0.0% | 0.0% | 70 | +2,138 | 3.76% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 51,577 | 328 | 0.0% | 0.0% | 71 | -68,374 | -57.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 39,800 | 253 | 0.0% | 0.0% | 72 | -92,262 | -69.86% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 38,722 | 246 | 0.0% | — | 73 | +38,722 | New | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 38,449 | 244 | 0.0% | 0.0% | 74 | -566 | -1.45% | Q1 2026 | May 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 28,700 | 228 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 35,500 | 226 | 0.0% | 0.0% | 76 | -223,066 | -86.27% | Q1 2026 | May 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 35,517 | 226 | 0.0% | — | 77 | +35,517 | New | Q1 2026 | May 08, 2026 |
| Vanguard Global Advisers, LLC | History | New | 34,980 | 222 | 0.0% | — | 79 | +34,980 | New | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 34,899 | 222 | 0.0% | 0.0% | 78 | -3,928 | -10.12% | Q1 2026 | May 06, 2026 |
| Virtu Financial LLC | History | New | 34,434 | 219 | 0.01% | — | 80 | +34,434 | New | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | New | 34,100 | 217 | 0.0% | — | 81 | +34,100 | New | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 31,126 | 198 | 0.0% | 0.0% | 82 | +29,861 | 2360.55% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | New | 30,200 | 191 | 0.0% | — | 83 | +30,200 | New | Q1 2026 | May 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 28,975 | 184 | 0.0% | 0.0% | 84 | -35,276 | -54.9% | Q1 2026 | May 11, 2026 |
| MetLife Investment Management, LLC | History | Added to | 28,002 | 178 | 0.0% | 0.0% | 85 | +9,344 | 50.08% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Added to | 27,698 | 176 | 0.0% | 0.0% | 86 | +23,126 | 505.82% | Q1 2026 | May 08, 2026 |
| Bridgefront Capital, LLC | History | New | 25,643 | 163 | 0.04% | — | 87 | +25,643 | New | Q1 2026 | May 15, 2026 |
| ADAR1 Capital Management, LLC | History | New | 25,000 | 159 | 0.01% | — | 88 | +25,000 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 23,533 | 149 | 0.0% | — | 89 | +23,533 | New | Q1 2026 | May 14, 2026 |
| Persistent Asset Partners Ltd | History | New | 20,929 | 133 | 0.05% | — | 90 | +20,929 | New | Q1 2026 | May 12, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 18,568 | 118 | 0.01% | 0.01% | 91 | +4,097 | 28.31% | Q1 2026 | Apr 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 18,128 | 115 | 0.0% | 0.0% | 92 | +17,351 | 2233.08% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 17,731 | 113 | 0.0% | 0.0% | 93 | -26,947 | -60.31% | Q1 2026 | Apr 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,422 | 110 | 0.0% | 0.0% | 95 | +7,182 | 70.14% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 17,344 | 110 | 0.0% | 0.0% | 94 | -2,718 | -13.55% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Reduced | 16,035 | 102 | 0.0% | 0.01% | 96 | -23,377 | -59.31% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 16,113 | 102 | 0.0% | — | 97 | +16,113 | New | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Reduced | 15,748 | 100 | 0.0% | 0.0% | 99 | -20 | -0.13% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 15,800 | 100 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 15,200 | 96 | 0.0% | 0.0% | 100 | -77,794 | -83.65% | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | New | 14,635 | 93 | 0.0% | — | 101 | +14,635 | New | Q1 2026 | May 01, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 14,179 | 90 | 0.0% | 0.0% | 102 | -1,566 | -9.95% | Q1 2026 | May 15, 2026 |
| Scientech Research LLC | History | Added to | 13,575 | 86 | 0.07% | 0.06% | 104 | +1,173 | 9.46% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 13,634 | 86 | 0.0% | 0.0% | 103 | +178 | 1.32% | Q1 2026 | May 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 13,372 | 85 | 0.0% | 0.0% | 105 | -206 | -1.52% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 12,974 | 82 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 12,800 | 81 | 0.0% | 0.0% | 107 | +1,200 | 10.34% | Q1 2026 | May 14, 2026 |
| AXQ CAPITAL, LP | History | Reduced | 12,350 | 78 | 0.01% | 0.03% | 108 | -2,615 | -17.47% | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 11,950 | 76 | 0.0% | 0.0% | 109 | -1,131 | -8.65% | Q1 2026 | Apr 24, 2026 |
| KLP KAPITALFORVALTNING AS | History | New | 11,700 | 74 | 0.0% | — | 110 | +11,700 | New | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,495 | 73 | 0.0% | 0.0% | 111 | +5,000 | 76.98% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 10,945 | 69 | 0.0% | 0.0% | 112 | -9,397 | -46.2% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 7,324 | 46 | 0.0% | 0.0% | 113 | -20,284 | -73.47% | Q1 2026 | May 11, 2026 |
| AlphaQuest LLC | History | No change | 5,007 | 39 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 5,458 | 34 | 0.0% | 0.0% | 115 | +1,143 | 26.49% | Q1 2026 | May 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,235 | 26 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,900 | 25 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 3,600 | 22 | 0.0% | — | 118 | +3,600 | New | Q1 2026 | Apr 30, 2026 |
| Opal Wealth Advisors, LLC | History | New | 3,500 | 22 | 0.0% | — | 119 | +3,500 | New | Q1 2026 | Apr 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,714 | 17 | 0.0% | 0.0% | 120 | -373 | -12.08% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,311 | 15 | 0.0% | 0.0% | 121 | -178 | -7.15% | Q1 2026 | Apr 07, 2026 |
| Quantbot Technologies LP | History | New | 2,239 | 14 | 0.0% | — | 122 | +2,239 | New | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,977 | 12 | 0.0% | — | 124 | +1,977 | New | Q1 2026 | May 07, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,982 | 12 | 0.0% | 0.0% | 123 | +238 | 13.65% | Q1 2026 | Apr 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,661 | 10 | 0.0% | 0.0% | 125 | -1,226 | -42.47% | Q1 2026 | Apr 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,099 | 7 | 0.0% | — | 126 | +1,052 | 2238.3% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,061 | 6 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | New | 701 | 4 | 0.0% | — | 130 | +701 | New | Q1 2026 | May 14, 2026 |
| Berbice Capital Management LLC | History | Reduced | 100 | 4 | 0.0% | 0.01% | 129 | -220 | -68.75% | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | No change | 690 | 4 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 596 | 3 | 0.0% | 0.0% | 131 | +424 | 246.51% | Q1 2026 | Apr 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 437 | 2 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 235 | 1 | 0.0% | — | 134 | +211 | 879.17% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 162 | 1 | 0.0% | 0.0% | 137 | -25 | -13.37% | Q1 2026 | Apr 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 172 | 1 | 0.0% | 0.0% | 135 | +7 | 4.24% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 289 | 1 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -624,363 | -100.0% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.01% | — | -145,507 | -100.0% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -108,951 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51,804 | -100.0% | Q1 2026 | May 15, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,705 | -100.0% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,933 | -100.0% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -13,527 | -100.0% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.0% | — | -12,045 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,923 | -100.0% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,483 | -100.0% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,474 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 77 | 0 | — | 0.01% | — | -6,769 | -98.88% | Q1 2026 | May 11, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,575 | -100.0% | Q1 2026 | May 08, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q1 2026 | May 11, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 144 | 0 | — | — | — | +144 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 85 | 0 | — | — | — | +85 | New | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 72 | 0 | — | — | — | +72 | New | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Reduced | 31 | 0 | — | — | — | -69 | -69.0% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | — | — | -57 | -100.0% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 53 | 0 | — | — | — | +53 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q1 2026 | May 19, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 80 | 0 | — | — | — | +3 | 3.9% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |