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 | 188,202 | 35.75% | 25.6% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARK Investment Management LLC | History | Added to | 8,271,339 | 110,835 | 0.72% | 0.39% | 2 | +327,227 | 4.12% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 7,082,491 | 94,905 | 0.0% | 0.0% | 3 | +1,692,606 | 31.4% | Q2 2026 | Aug 07, 2026 |
| Lightspeed Management Company, L.L.C. | History | Reduced | 6,101,850 | 81,764 | 3.4% | 5.26% | 4 | -2,058,884 | -25.23% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 6,086,315 | 81,556 | 0.02% | 0.01% | 5 | -1,506,492 | -19.84% | Q2 2026 | Aug 14, 2026 |
| Deep Track Capital, LP | History | Added to | 4,000,000 | 53,600 | 0.78% | 0.31% | 6 | +1,000,000 | 33.33% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | Added to | 3,747,290 | 50,213 | 0.07% | 0.04% | 7 | +258,982 | 7.42% | Q2 2026 | Jul 31, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 3,010,150 | 40,336 | 0.0% | 0.0% | 8 | +141,687 | 4.94% | Q2 2026 | Aug 13, 2026 |
| Casdin Capital, LLC | History | Added to | 2,550,000 | 34,170 | 1.71% | 0.77% | 9 | +950,000 | 59.38% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 2,364,282 | 31,681 | 0.56% | 0.29% | 10 | +180,710 | 8.28% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,822,445 | 24,425 | 0.0% | 0.0% | 11 | +524,790 | 40.44% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,820,541 | 24,395 | 0.0% | 0.0% | 12 | +1,709,235 | 1535.62% | Q2 2026 | Aug 14, 2026 |
| AIGH Capital Management LLC | History | Reduced | 1,715,000 | 22,981 | 1.45% | 2.52% | 13 | -1,185,000 | -40.86% | Q2 2026 | Aug 07, 2026 |
| Blue Water Life Science Advisors, LP | History | No change | 1,676,300 | 22,462 | 14.15% | 8.56% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,496,983 | 20,062 | 0.0% | 0.0% | 15 | +430,735 | 40.4% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | Added to | 1,487,077 | 19,926 | 0.0% | 0.0% | 16 | +352,907 | 31.12% | Q2 2026 | Sep 22, 2026 |
| MORGAN STANLEY | History | Added to | 1,270,946 | 17,030 | 0.0% | 0.0% | 17 | +1,033,631 | 435.55% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,169,831 | 15,675 | 0.0% | 0.0% | 18 | +432,699 | 58.7% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 930,816 | 12,472 | 0.02% | 0.0% | 19 | +721,925 | 345.6% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 865,741 | 11,600 | 0.0% | 0.0% | 20 | +830,241 | 2338.71% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 753,004 | 10,090 | 0.0% | 0.0% | 21 | +409,484 | 119.2% | Q2 2026 | Aug 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 659,834 | 8,841 | 0.0% | 0.0% | 22 | +99,295 | 17.71% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 632,803 | 8,479 | 0.0% | 0.0% | 23 | +227,003 | 55.94% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | New | 600,216 | 8,042 | 0.05% | — | 24 | +600,216 | New | Q2 2026 | Aug 14, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 555,641 | 7,445 | 0.27% | 0.14% | 25 | +8,526 | 1.56% | Q2 2026 | Jul 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 493,798 | 6,616 | 0.03% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 453,257 | 6,073 | 0.0% | 0.0% | 27 | +113,749 | 33.5% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 450,160 | 6,032 | 0.0% | 0.0% | 28 | +31,032 | 7.4% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 417,488 | 5,594 | 0.0% | 0.0% | 29 | -66,782 | -13.79% | Q2 2026 | Jul 30, 2026 |
| Amova Asset Management Americas, Inc. | History | Reduced | 417,488 | 5,590 | 0.07% | 0.04% | 30 | -66,782 | -13.79% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 364,764 | 4,887 | 0.0% | 0.0% | 31 | +351,130 | 2575.4% | Q2 2026 | Aug 13, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 351,741 | 4,713 | 0.3% | 0.16% | 32 | +28,367 | 8.77% | Q2 2026 | Jul 31, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 339,733 | 4,552 | 0.58% | 0.32% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STEMPOINT CAPITAL LP | History | New | 717,783 | 4,131 | 0.71% | — | 34 | +717,783 | New | Q2 2026 | Aug 14, 2026 |
| Wellington Shields & Co., LLC | History | No change | 292,489 | 3,919 | 0.88% | 0.47% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Militia Capital Management LLC | History | New | 291,881 | 3,911 | 0.12% | — | 36 | +291,881 | New | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 279,182 | 3,741 | 0.0% | 0.0% | 37 | +53,446 | 23.68% | Q2 2026 | Aug 14, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | New | 278,490 | 3,731 | 0.04% | — | 38 | +278,490 | New | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 274,321 | 3,675 | 0.01% | 0.0% | 39 | +64,495 | 30.74% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 261,598 | 3,505 | 0.0% | 0.0% | 40 | +221,798 | 557.28% | Q2 2026 | Sep 02, 2026 |
| PERKINS CAPITAL MANAGEMENT INC | History | No change | 239,000 | 3,202 | 2.41% | 1.43% | 41 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bruce & Co., Inc. | History | No change | 233,000 | 3,122 | 0.84% | 0.42% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 230,600 | 3,090 | 0.01% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UDINE WEALTH MANAGEMENT, INC. | History | New | 50,030 | 2,898 | 1.19% | — | 44 | +50,030 | New | Q2 2026 | Jul 24, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 209,320 | 2,804 | 0.0% | 0.0% | 45 | +64,694 | 44.73% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 189,065 | 2,533 | 0.0% | 0.0% | 46 | +64,424 | 51.69% | Q2 2026 | Aug 06, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | New | 165,579 | 2,218 | 0.01% | — | 47 | +165,579 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 164,761 | 2,207 | 0.0% | 0.0% | 48 | -218,742 | -57.04% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 158,838 | 2,130 | 0.0% | 0.0% | 49 | -1,491,303 | -90.37% | Q2 2026 | Aug 14, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | Reduced | 157,500 | 2,110 | 1.62% | 1.4% | 50 | -77,500 | -32.98% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Added to | 136,500 | 1,829 | 0.0% | 0.0% | 51 | +31,100 | 29.51% | Q2 2026 | Aug 11, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 134,072 | 1,796 | 0.02% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | Added to | 132,602 | 1,776 | 0.0% | 0.0% | 53 | +590 | 0.45% | Q2 2026 | Aug 07, 2026 |
| Jump Financial, LLC | History | New | 130,294 | 1,745 | 0.01% | — | 54 | +130,294 | New | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 126,670 | 1,697 | 0.0% | 0.0% | 55 | +24,733 | 24.26% | Q2 2026 | Aug 06, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 121,299 | 1,625 | 0.03% | 0.01% | 56 | +60,007 | 97.9% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | New | 115,842 | 1,552 | 0.02% | — | 57 | +115,842 | New | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 105,225 | 1,410 | 0.0% | 0.0% | 58 | +46,253 | 78.43% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 105,001 | 1,407 | 0.0% | 0.0% | 59 | +30,001 | 40.0% | Q2 2026 | Aug 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 100,094 | 1,341 | 0.0% | 0.0% | 60 | -14,589 | -12.72% | Q2 2026 | Aug 12, 2026 |
| Brevan Howard Capital Management LP | History | New | 99,542 | 1,333 | 0.01% | — | 61 | +99,542 | New | Q2 2026 | Aug 14, 2026 |
| Kercheville Advisors, LLC | History | New | 93,800 | 1,256 | 0.38% | — | 62 | +93,800 | New | Q2 2026 | Jul 30, 2026 |
| CITIGROUP INC | History | Added to | 92,708 | 1,242 | 0.0% | 0.0% | 63 | +85,384 | 1165.81% | Q2 2026 | Aug 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 87,068 | 1,166 | 0.0% | 0.0% | 64 | +85,969 | 7822.47% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 86,321 | 1,156 | 0.0% | 0.0% | 65 | +23,210 | 36.78% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | New | 85,504 | 1,145 | 0.0% | — | 66 | +85,504 | New | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 83,368 | 1,117 | 0.0% | 0.0% | 67 | +20,623 | 32.87% | Q2 2026 | Aug 14, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 78,924 | 1,057 | 0.9% | 0.41% | 68 | +14,892 | 23.26% | Q2 2026 | Jul 24, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 75,266 | 1,008 | 0.0% | 0.0% | 69 | +72,552 | 2673.25% | Q2 2026 | Aug 24, 2026 |
| Green Alpha Advisors, LLC | History | Added to | 67,467 | 904 | 0.61% | 0.42% | 70 | +1,058 | 1.59% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 66,775 | 894 | 0.0% | 0.0% | 71 | +37,800 | 130.46% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 66,188 | 886 | 0.0% | 0.0% | 72 | +31,289 | 89.66% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 63,947 | 857 | 0.0% | 0.0% | 73 | -14,795 | -18.79% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Added to | 59,143 | 792 | 0.01% | 0.0% | 74 | +43,108 | 268.84% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 57,258 | 767 | 0.0% | 0.0% | 75 | -33,453 | -36.88% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 56,427 | 756 | 0.0% | 0.0% | 76 | +20,910 | 58.87% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Added to | 53,437 | 716 | 0.0% | 0.0% | 77 | +1,860 | 3.61% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 52,033 | 697 | 0.0% | 0.0% | 78 | -87,013 | -62.58% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 49,256 | 660 | 0.0% | — | 80 | +49,256 | New | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 49,264 | 660 | 0.0% | 0.0% | 79 | +15,164 | 44.47% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 48,989 | 656 | 0.0% | — | 81 | +48,989 | New | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 47,022 | 630 | 0.0% | 0.0% | 82 | +15,896 | 51.07% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 42,569 | 585 | 0.0% | 0.0% | 83 | -532,921 | -92.6% | Q2 2026 | Aug 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 43,244 | 579 | 0.04% | 0.03% | 84 | -38,931 | -47.38% | Q2 2026 | Aug 06, 2026 |
| Qube Research & Technologies Ltd | History | New | 40,842 | 547 | 0.0% | — | 85 | +40,842 | New | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | New | 40,763 | 546 | 0.05% | — | 86 | +40,763 | New | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 39,769 | 532 | 0.0% | 0.0% | 87 | +11,767 | 42.02% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 39,015 | 519 | 0.0% | 0.0% | 88 | +566 | 1.47% | Q2 2026 | Aug 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 38,394 | 514 | 0.11% | — | 89 | +38,394 | New | Q2 2026 | Aug 13, 2026 |
| AlpInvest Partners B.V. | History | New | 37,703 | 505 | 0.84% | — | 90 | +37,703 | New | Q2 2026 | Aug 07, 2026 |
| WINTON GROUP Ltd | History | New | 37,013 | 495 | 0.02% | — | 91 | +37,013 | New | Q2 2026 | Aug 07, 2026 |
| Legal & General Group Plc | History | Added to | 36,419 | 488 | 0.0% | 0.0% | 92 | +8,721 | 31.49% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 73,700 | 469 | 0.0% | 0.0% | 93 | +45,000 | 156.79% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | New | 30,420 | 407 | 0.02% | — | 94 | +30,420 | New | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | New | 30,200 | 404 | 0.0% | — | 95 | +30,200 | New | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 28,015 | 375 | 0.0% | 0.0% | 96 | -6,965 | -19.91% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | New | 27,327 | 366 | 0.0% | — | 97 | +27,327 | New | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | New | 26,730 | 358 | 0.0% | — | 98 | +26,730 | New | Q2 2026 | Aug 13, 2026 |
| Voleon Capital Management LP | History | New | 26,502 | 355 | 0.01% | — | 99 | +26,502 | New | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 25,591 | 342 | 0.0% | 0.0% | 100 | +2,058 | 8.75% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | New | 23,808 | 319 | 0.0% | — | 101 | +23,808 | New | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 23,800 | 318 | 0.0% | 0.0% | 102 | +8,000 | 50.63% | Q2 2026 | Jul 29, 2026 |
| STRS OHIO | History | New | 23,700 | 317 | 0.0% | — | 103 | +23,700 | New | Q2 2026 | Jul 30, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 23,400 | 313 | 0.0% | 0.0% | 104 | +11,700 | 100.0% | Q2 2026 | Aug 12, 2026 |
| Alamea Verwaltungs GmbH | History | New | 23,275 | 311 | 0.25% | — | 105 | +23,275 | New | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 20,010 | 268 | 0.0% | 0.0% | 106 | +7,036 | 54.23% | Q2 2026 | Jul 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 19,610 | 262 | 0.04% | — | 107 | +19,533 | 25367.53% | Q2 2026 | Aug 04, 2026 |
| Arizona State Retirement System | History | Added to | 18,766 | 251 | 0.0% | 0.0% | 108 | +4,131 | 28.23% | Q2 2026 | Aug 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 18,490 | 247 | 0.0% | 0.0% | 109 | +4,311 | 30.4% | Q2 2026 | Sep 09, 2026 |
| Quadrature Capital Ltd | History | Reduced | 18,199 | 243 | 0.0% | 0.0% | 110 | -20,523 | -53.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | New | 17,972 | 240 | 0.0% | — | 111 | +17,972 | New | Q2 2026 | Aug 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 17,547 | 235 | 0.0% | 0.0% | 112 | +4,175 | 31.22% | Q2 2026 | Aug 12, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 16,666 | 223 | 0.01% | 0.01% | 113 | -1,902 | -10.24% | Q2 2026 | Jul 24, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 16,113 | 215 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAR1 Capital Management, LLC | History | Reduced | 15,000 | 201 | 0.01% | 0.01% | 116 | -10,000 | -40.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 15,069 | 201 | 0.0% | 0.0% | 115 | -679 | -4.31% | Q2 2026 | Aug 13, 2026 |
| Jasper Ridge Partners, L.P. | History | New | 14,415 | 193 | 0.0% | — | 117 | +14,415 | New | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,330 | 192 | 0.0% | 0.0% | 118 | +1,530 | 11.95% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 14,286 | 191 | 0.03% | — | 120 | +14,286 | New | Q2 2026 | Aug 04, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 30,200 | 191 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| DRW Securities, LLC | History | New | 13,530 | 181 | 0.0% | — | 121 | +13,530 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,395 | 179 | 0.0% | 0.0% | 122 | +1,900 | 16.53% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 13,228 | 177 | 0.0% | 0.0% | 123 | +2,283 | 20.86% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 13,190 | 176 | 0.0% | — | 124 | +13,190 | New | Q2 2026 | Aug 12, 2026 |
| ProShare Advisors LLC | History | Added to | 12,316 | 165 | 0.0% | 0.0% | 125 | +366 | 3.06% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 11,821 | 158 | 0.0% | 0.0% | 126 | -5,601 | -32.15% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 11,190 | 149 | 0.0% | — | 127 | +11,190 | New | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 10,958 | 146 | 0.0% | 0.0% | 128 | -6,386 | -36.82% | Q2 2026 | Aug 12, 2026 |
| J. Safra Sarasin Holding AG | History | New | 10,047 | 134 | 0.0% | — | 129 | +10,047 | New | Q2 2026 | Jul 31, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 8,987 | 120 | 0.0% | 0.0% | 130 | +8,286 | 1182.03% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 8,800 | 118 | 0.0% | 0.0% | 131 | -8,931 | -50.37% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 6,157 | 82 | 0.0% | 0.0% | 132 | +1,922 | 45.38% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | Added to | 5,161 | 69 | 0.0% | 0.0% | 133 | +2,922 | 130.5% | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 4,684 | 62 | 0.0% | 0.0% | 134 | -774 | -14.18% | Q2 2026 | Jul 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 4,393 | 58 | 0.0% | — | 135 | +4,393 | New | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Reduced | 4,080 | 54 | 0.0% | 0.0% | 136 | -58,606 | -93.49% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,832 | 37 | 0.0% | 0.0% | 137 | -15,296 | -84.38% | Q2 2026 | Aug 11, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 2,214 | 29 | 0.0% | 0.0% | 138 | +232 | 11.71% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,100 | 28 | 0.0% | 0.0% | 139 | -1,500 | -41.67% | Q2 2026 | Aug 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 1,367 | 18 | 0.0% | — | 141 | +1,367 | New | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,367 | 18 | 0.0% | 0.0% | 140 | -294 | -17.7% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,300 | 17 | 0.0% | 0.0% | 142 | -1,011 | -43.75% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 793 | 10 | 0.0% | 0.0% | 143 | -268 | -25.26% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 690 | 9 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 437 | 5 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GAMMA Investing LLC | History | Reduced | 371 | 4 | 0.0% | 0.0% | 146 | -225 | -37.75% | Q2 2026 | Jul 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 289 | 3 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 193 | 2 | 0.0% | — | 148 | +113 | 141.25% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 170 | 2 | 0.0% | 0.0% | 149 | -2 | -1.16% | Q2 2026 | Jul 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 85 | 1 | 0.0% | — | 153 | +85 | New | Q2 2026 | Aug 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 101 | 1 | 0.0% | — | 152 | +1 | 1.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 144 | 1 | 0.0% | — | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 235 | 1 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,758,091 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PFM Health Sciences, LP | History | Closed out | 0 | 0 | — | 0.51% | — | -870,097 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Portolan Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -736,713 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -308,696 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -300,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.01% | — | -156,036 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -105,678 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -64,269 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -34,434 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Swiss Life Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -30,116 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -25,643 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Persistent Asset Partners Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -20,929 | -100.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,200 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -13,575 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,350 | -100.0% | Q2 2026 | Aug 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,900 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Opal Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,500 | -100.0% | Q2 2026 | Jul 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,977 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 13 | 0 | — | 0.0% | — | -149 | -91.98% | Q2 2026 | Jul 22, 2026 |
| Berbice Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Jul 23, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -72 | -100.0% | Q2 2026 | Aug 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | New | 57 | 0 | — | — | — | +57 | New | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 27 | 0 | — | — | — | +27 | New | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 73 | 0 | — | — | — | +20 | 37.74% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 70 | 0 | — | — | — | -15 | -17.65% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 06, 2026 |