REGENXBIO Inc. - RGNX

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
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
VANGUARD GROUP INC History No change 3,374,140 48,587 0.0% 0.0% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 5,782,808 48,459 0.0% 0.0% 2 +25,997 0.45% Q1 2026 May 13, 2026
Redmile Group, LLC History No change 4,368,804 36,610 2.42% 4.63% 3 0 0.0% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 3,483,800 27,069 0.0% 0.0% 4 -69,702 -1.96% Q1 2026 May 13, 2026
STATE STREET CORP History Added to 2,731,485 22,889 0.0% 0.0% 5 +444,749 19.45% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 2,066,157 17,314 0.0% 0.0% 6 +51,369 2.55% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,007,146 16,819 0.0% 7 +2,007,146 New Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 1,839,463 15,414 0.0% 0.0% 8 +54,026 3.03% Q1 2026 May 15, 2026
Integral Health Asset Management, LLC History Added to 1,500,000 12,570 0.6% 0.86% 9 +300,000 25.0% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Added to 1,310,493 10,981 0.01% 0.01% 10 +867,803 196.03% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,137,498 9,534 0.0% 0.0% 11 -7,708 -0.67% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 1,051,712 8,813 0.0% 0.01% 12 -310,250 -22.78% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,018,901 8,538 0.0% 13 +1,018,901 New Q1 2026 May 08, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,010,381 8,463 0.0% 0.0% 14 +106,530 11.79% Q1 2026 May 07, 2026
Assenagon Asset Management S.A. History Reduced 980,611 8,217 0.01% 0.02% 15 -179,769 -15.49% Q1 2026 Apr 20, 2026
Nuveen, LLC History Reduced 582,016 4,877 0.0% 0.0% 16 -76,494 -11.62% Q1 2026 Apr 30, 2026
TWO SIGMA INVESTMENTS, LP History Added to 554,892 4,649 0.0% 0.0% 17 +424,951 327.03% Q1 2026 May 15, 2026
Pale Fire Capital SE History Reduced 493,726 4,137 0.36% 0.48% 18 -5,800 -1.16% Q1 2026 May 14, 2026
22NW, LP History Reduced 492,759 4,129 2.83% 5.6% 19 -430,920 -46.65% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 414,984 3,477 0.0% 0.0% 20 +268,560 183.41% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 393,640 3,298 0.0% 0.0% 21 +19,951 5.34% Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Added to 392,769 3,291 0.0% 0.0% 22 +57,723 17.23% Q1 2026 May 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 390,601 3,273 0.0% 0.0% 23 -860 -0.22% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Added to 351,489 2,945 0.01% 0.01% 24 +51,574 17.2% Q1 2026 May 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 324,860 2,722 0.0% 0.0% 25 +24,251 8.07% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 312,064 2,615 0.0% 26 +312,064 New Q1 2026 May 08, 2026
FMR LLC History Added to 311,268 2,608 0.0% 0.0% 27 +45,173 16.98% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 305,286 2,558 0.0% 0.01% 28 -27,800 -8.35% Q1 2026 May 14, 2026
Voss Capital, LP History Added to 295,787 2,478 0.13% 0.2% 29 +787 0.27% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Added to 286,001 2,396 0.0% 0.0% 30 +217,613 318.2% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 285,174 2,389 0.0% 0.0% 31 +70,508 32.85% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History New 275,021 2,304 0.04% 32 +275,021 New Q1 2026 Apr 27, 2026
GSK plc History No change 271,456 2,274 0.38% 0.49% 33 0 0.0% Q1 2026 May 14, 2026
UBS Group AG History Added to 257,463 2,157 0.0% 0.0% 34 +50,774 24.57% Q1 2026 May 05, 2026
ArchPoint Investors History No change 222,278 1,862 0.44% 0.76% 35 0 0.0% Q1 2026 May 14, 2026
Jump Financial, LLC History Added to 220,789 1,850 0.02% 0.03% 36 +42,764 24.02% Q1 2026 May 14, 2026
AMERIPRISE FINANCIAL INC History Reduced 200,352 1,678 0.0% 0.0% 37 -47,015 -19.01% Q1 2026 May 15, 2026
Prosight Management, LP History New 200,000 1,676 0.27% 38 +200,000 New Q1 2026 May 15, 2026
Centiva Capital, LP History New 200,000 1,676 0.01% 39 +200,000 New Q1 2026 May 14, 2026
DEUTSCHE BANK AG\ History Added to 196,971 1,650 0.0% 0.0% 40 +4,389 2.28% Q1 2026 May 06, 2026
JANE STREET GROUP, LLC History Reduced 187,848 1,574 0.0% 0.0% 41 -26,973 -12.56% Q1 2026 May 12, 2026
Man Group plc History Added to 187,625 1,572 0.0% 0.0% 42 +124,054 195.14% Q1 2026 May 15, 2026
Susquehanna Portfolio Strategies, LLC History Added to 186,601 1,563 0.02% 0.03% 43 +53,045 39.72% Q1 2026 May 15, 2026
Hudson Bay Capital Management LP History Added to 180,000 1,508 0.01% 0.01% 44 +40,000 28.57% Q1 2026 May 13, 2026
Invesco Ltd. History Added to 158,829 1,330 0.0% 0.0% 45 +926 0.59% Q1 2026 May 12, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 149,000 1,249 0.0% 0.0% 46 0 0.0% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 140,219 1,175 0.0% 0.0% 47 -5,375 -3.69% Q1 2026 May 05, 2026
Point72 Asset Management, L.P. History Added to 139,791 1,171 0.0% 0.0% 48 +106,407 318.74% Q1 2026 May 15, 2026
IEQ CAPITAL, LLC History Reduced 139,639 1,170 0.01% 0.01% 49 -47,028 -25.19% Q1 2026 May 14, 2026
CITIGROUP INC History Added to 124,650 1,044 0.0% 0.0% 50 +115,391 1246.26% Q1 2026 May 11, 2026
BARCLAYS PLC History Reduced 121,027 1,014 0.0% 0.0% 51 -96,994 -44.49% Q1 2026 May 14, 2026
ExodusPoint Capital Management, LP History Added to 115,444 967 0.01% 0.01% 52 +59,834 107.6% Q1 2026 May 14, 2026
Russell Investments Group, Ltd. History Added to 113,425 950 0.0% 0.0% 53 +103,738 1070.9% Q1 2026 May 08, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 112,011 938 0.0% 0.0% 54 -2,977 -2.59% Q1 2026 May 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 64,730 932 0.0% 0.0% 55 0 0.0% Q1 2026 May 15, 2026
Vestal Point Capital, LP History Added to 108,525 909 0.03% 0.02% 56 +74,525 219.19% Q1 2026 May 15, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 102,140 855 0.0% 0.01% 57 -120,575 -54.14% Q1 2026 May 14, 2026
RAYMOND JAMES FINANCIAL INC History Added to 101,245 848 0.0% 0.0% 58 +15,244 17.73% Q1 2026 May 14, 2026
Jefferies Financial Group Inc. History New 95,400 799 0.01% 59 +95,400 New Q1 2026 May 07, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 88,385 740 0.02% 0.05% 60 -5,532 -5.89% Q1 2026 May 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 85,248 714 0.0% 61 +85,248 New Q1 2026 May 11, 2026
TWO SIGMA ADVISERS, LP History No change 48,400 696 0.0% 0.0% 62 0 0.0% Q4 2025 Feb 17, 2026
Rafferty Asset Management, LLC History Added to 73,878 619 0.0% 0.0% 63 +14,679 24.8% Q1 2026 May 15, 2026
CWM, LLC History Reduced 72,115 604 0.0% 0.0% 64 -1,743 -2.36% Q1 2026 May 14, 2026
DekaBank Deutsche Girozentrale History No change 74,600 589 0.0% 0.0% 65 0 0.0% Q1 2026 May 07, 2026
Birchview Capital, LP History New 66,270 555 0.32% 66 +66,270 New Q1 2026 May 15, 2026
Engineers Gate Manager LP History New 63,700 533 0.01% 67 +63,700 New Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 60,487 506 0.0% 0.0% 68 -5,338 -8.11% Q1 2026 May 12, 2026
Cerity Partners LLC History Reduced 58,377 489 0.0% 0.0% 69 -13,111 -18.34% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 58,350 485 0.0% 0.0% 70 +3,605 6.59% Q1 2026 May 15, 2026
ACT CAPITAL MANAGEMENT, LLC History Reduced 56,000 469 0.37% 0.96% 71 -26,500 -32.12% Q1 2026 May 08, 2026
HSBC HOLDINGS PLC History Added to 55,830 467 0.0% 0.0% 72 +12,391 28.53% Q1 2026 Apr 30, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 51,129 429 0.0% 0.0% 73 +12,134 31.12% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 50,502 423 0.0% 0.0% 74 -34,601 -40.66% Q1 2026 May 11, 2026
HARBOR CAPITAL ADVISORS, INC. History New 48,492 406 0.03% 75 +48,492 New Q1 2026 Apr 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 44,460 379 0.0% 0.0% 76 +31 0.07% Q1 2026 Apr 08, 2026
ADAR1 Capital Management, LLC History Reduced 44,416 372 0.02% 0.15% 77 -100,432 -69.34% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Reduced 43,951 368 0.0% 0.0% 78 -6,042 -12.09% Q1 2026 May 15, 2026
Voleon Capital Management LP History New 42,152 353 0.01% 79 +42,152 New Q1 2026 May 15, 2026
ALPS ADVISORS INC History Added to 42,012 352 0.0% 0.0% 80 +444 1.07% Q1 2026 May 08, 2026
Ionic Capital Management LLC History New 41,500 347 0.03% 81 +41,500 New Q1 2026 May 15, 2026
Militia Capital Partners, LP History No change 23,600 339 0.13% 0.13% 82 0 0.0% Q4 2025 Feb 17, 2026
Mariner, LLC History Reduced 37,999 318 0.0% 0.0% 83 -17,424 -31.44% Q1 2026 May 13, 2026
CITADEL ADVISORS LLC History Reduced 37,300 312 0.0% 0.0% 84 -42,741 -53.4% Q1 2026 May 15, 2026
XTX Topco Ltd History New 33,900 284 0.0% 85 +33,900 New Q1 2026 May 15, 2026
Militia Capital Management LLC History New 33,500 280 0.06% 86 +33,500 New Q1 2026 May 13, 2026
PROFUND ADVISORS LLC History Added to 33,045 276 0.01% 0.01% 87 +10,794 48.51% Q1 2026 Apr 24, 2026
Rockefeller Capital Management L.P. History Added to 31,502 263 0.0% 0.0% 88 +3,782 13.64% Q1 2026 May 14, 2026
Palogic Value Management, L.P. History New 30,000 251 0.11% 90 +30,000 New Q1 2026 May 15, 2026
Creative Planning History Reduced 30,001 251 0.0% 0.0% 89 -3,020 -9.15% Q1 2026 May 12, 2026
CANADA LIFE ASSURANCE Co History Added to 28,262 237 0.0% 0.0% 91 +8,411 42.37% Q1 2026 May 14, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 26,699 223 0.0% 0.01% 92 -23,650 -46.97% Q1 2026 May 15, 2026
Lion Point Capital, LP History No change 26,600 222 1.33% 1.98% 93 0 0.0% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History No change 24,310 203 0.0% 0.0% 94 0 0.0% Q1 2026 May 15, 2026
ALGERT GLOBAL LLC History New 23,900 200 0.0% 95 +23,900 New Q1 2026 May 14, 2026
Polymer Capital Management (US) LLC History New 23,752 199 0.02% 97 +23,752 New Q1 2026 May 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 23,840 199 0.0% 0.0% 96 -300 -1.24% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 22,352 187 0.0% 0.0% 98 -15,239 -40.54% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 21,707 181 0.0% 0.0% 99 +8,697 66.85% Q1 2026 May 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 20,870 174 0.0% 0.0% 100 -516 -2.41% Q1 2026 May 12, 2026
DnB Asset Management AS History Reduced 20,326 170 0.0% 0.0% 101 -5,286 -20.64% Q1 2026 May 14, 2026
MetLife Investment Management, LLC History Reduced 20,030 167 0.0% 0.0% 102 -6,210 -23.67% Q1 2026 May 14, 2026
SG Americas Securities, LLC History Reduced 19,847 166 0.0% 0.0% 104 -20,684 -51.03% Q1 2026 Apr 16, 2026
GROUP ONE TRADING LLC History Added to 19,878 166 0.0% 0.0% 103 +2,374 13.56% Q1 2026 May 13, 2026
Virtus Investment Advisers, LLC History Added to 19,660 164 0.05% 0.08% 105 +479 2.5% Q1 2026 May 14, 2026
Landing Point Financial Group, LLC History New 19,217 161 0.08% 106 +19,217 New Q1 2026 May 05, 2026
Brevan Howard Capital Management LP History Added to 18,902 158 0.0% 0.0% 107 +2,062 12.24% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Reduced 18,500 155 0.0% 0.0% 108 -31,334 -62.88% Q1 2026 May 14, 2026
Vanguard Global Advisers, LLC History New 18,588 155 0.0% 109 +18,588 New Q1 2026 May 08, 2026
Squarepoint Ops LLC History Reduced 16,981 142 0.0% 0.0% 110 -25,937 -60.43% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Reduced 16,801 140 0.0% 0.0% 111 -2,169 -11.43% Q1 2026 May 13, 2026
Diversified Trust Co History Added to 15,499 129 0.0% 0.0% 112 +2,121 15.85% Q1 2026 Apr 16, 2026
Boxer Capital Management, LLC History New 15,000 125 0.02% 114 +15,000 New Q1 2026 May 15, 2026
SEI INVESTMENTS CO History No change 14,920 125 0.0% 0.0% 113 0 0.0% Q1 2026 May 13, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 14,268 119 0.0% 0.0% 115 -960 -6.3% Q1 2026 May 14, 2026
Schonfeld Strategic Advisors LLC History New 14,151 118 0.0% 116 +14,151 New Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 13,959 116 0.0% 0.0% 117 -20,095 -59.01% Q1 2026 May 08, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 13,746 115 0.0% 0.0% 118 0 0.0% Q1 2026 May 06, 2026
Pallas Capital Advisors LLC History Reduced 13,119 109 0.0% 0.01% 119 -2,426 -15.61% Q1 2026 Apr 21, 2026
Police & Firemen's Retirement System of New Jersey History No change 13,073 109 0.0% 0.0% 120 0 0.0% Q1 2026 Apr 29, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 12,937 108 0.0% 0.0% 121 -1,225 -8.65% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History New 12,410 103 0.0% 123 +12,410 New Q1 2026 May 13, 2026
Graham Capital Management, L.P. History Reduced 12,339 103 0.0% 0.01% 122 -10,293 -45.48% Q1 2026 May 15, 2026
Erste Asset Management GmbH History No change 13,000 101 0.0% 0.0% 124 0 0.0% Q1 2026 May 11, 2026
Virtu Financial LLC History New 11,614 97 0.0% 127 +11,614 New Q1 2026 May 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 11,656 97 0.0% 0.0% 126 +1,231 11.81% Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 11,615 97 0.0% 0.0% 125 0 0.0% Q1 2026 May 08, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 10,435 87 0.0% 0.0% 128 -10,932 -51.16% Q1 2026 May 08, 2026
Entropy Technologies, LP History New 10,384 87 0.0% 129 +10,384 New Q1 2026 May 14, 2026
INCEPTIONR LLC History Reduced 10,249 85 0.02% 0.07% 130 -7,191 -41.23% Q1 2026 May 14, 2026
China Universal Asset Management Co., Ltd. History Added to 8,983 75 0.01% 0.01% 132 +734 8.9% Q1 2026 Apr 27, 2026
AlphaQuest LLC History No change 5,255 75 0.0% 0.0% 131 0 0.0% Q4 2025 Feb 09, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 8,470 65 0.0% 0.0% 133 +4,200 98.36% Q1 2026 May 15, 2026
Tower Research Capital LLC (TRC) History Added to 6,352 53 0.0% 0.0% 135 +5,609 754.91% Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 6,364 53 0.0% 0.0% 134 +4,139 186.02% Q1 2026 Apr 30, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 6,040 51 0.0% 0.0% 136 0 0.0% Q1 2026 May 14, 2026
Legal & General Group Plc History No change 4,022 33 0.0% 0.0% 137 0 0.0% Q1 2026 May 08, 2026
Ameritas Investment Partners, Inc. History No change 4,037 33 0.0% 0.0% 138 0 0.0% Q1 2026 May 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 3,233 27 0.0% 0.01% 139 -372,166 -99.14% Q1 2026 May 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 2,640 22 0.0% 0.0% 140 +180 7.32% Q1 2026 May 04, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 2,532 21 0.0% 0.0% 141 -349 -12.11% Q1 2026 May 15, 2026
State of Alaska, Department of Revenue History No change 2,597 21 0.0% 0.0% 142 0 0.0% Q1 2026 Apr 20, 2026
Steward Partners Investment Advisory, LLC History Added to 2,413 20 0.0% 0.0% 144 +1,750 263.95% Q1 2026 May 08, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 2,390 20 0.0% 0.0% 143 +1,020 74.45% Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 2,319 19 0.0% 0.0% 145 +126 5.75% Q1 2026 Apr 06, 2026
US BANCORP \DE\ History Reduced 2,178 18 0.0% 0.0% 146 -476 -17.94% Q1 2026 May 14, 2026
Essential Partners LLC History Reduced 2,096 17 0.01% 0.01% 147 -1,184 -36.1% Q1 2026 May 21, 2026
SIGNATUREFD, LLC History Added to 2,020 16 0.0% 0.0% 148 +20 1.0% Q1 2026 Apr 07, 2026
EverSource Wealth Advisors, LLC History Reduced 1,829 15 0.0% 0.0% 149 -676 -26.99% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 1,700 14 0.0% 0.0% 150 +1,046 159.94% Q1 2026 May 13, 2026
OSAIC HOLDINGS, INC. History Added to 1,718 14 0.0% 0.0% 151 +266 18.32% Q1 2026 May 15, 2026
Versant Capital Management, Inc History No change 1,709 14 0.0% 0.0% 152 0 0.0% Q1 2026 Apr 06, 2026
Sterling Capital Management LLC History Reduced 1,559 13 0.0% 0.0% 153 -1,138 -42.2% Q1 2026 Apr 22, 2026
Caitong International Asset Management Co., Ltd History New 1,435 12 0.0% 154 +1,435 New Q1 2026 May 11, 2026
Allworth Financial LP History Reduced 1,226 10 0.0% 0.0% 155 -327 -21.06% Q1 2026 May 14, 2026
Optiver Holding B.V. History Reduced 1,222 10 0.0% 0.0% 156 -324 -20.96% Q1 2026 Jun 02, 2026
MAI Capital Management History Added to 1,158 9 0.0% 0.0% 157 +1,039 873.11% Q1 2026 May 15, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 1,128 9 0.0% 0.0% 158 +134 13.48% Q1 2026 Apr 15, 2026
Ancora Advisors LLC History No change 1,000 8 0.0% 0.0% 159 0 0.0% Q1 2026 May 15, 2026
Arax Advisory Partners History Added to 742 6 0.0% 0.0% 160 +400 116.96% Q1 2026 May 13, 2026
Spire Wealth Management History Added to 750 6 0.0% 0.0% 161 +250 50.0% Q1 2026 Apr 22, 2026
QUADRANT CAPITAL GROUP LLC History Added to 673 5 0.0% 0.0% 162 +19 2.91% Q1 2026 May 13, 2026
Advisory Services Network, LLC History New 556 4 0.0% 164 +556 New Q1 2026 May 15, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 551 4 0.0% 0.0% 163 -66 -10.7% Q1 2026 May 07, 2026
Western Wealth Management, LLC History New 400 3 0.0% 167 +400 New Q1 2026 May 19, 2026
Farther Finance Advisors, LLC History Reduced 368 3 0.0% 0.0% 166 -51 -12.17% Q1 2026 Apr 07, 2026
EASTERN BANK History No change 370 3 0.0% 0.0% 165 0 0.0% Q1 2026 Apr 07, 2026
ROYAL BANK OF CANADA History Reduced 272 2 0.0% 0.0% 168 -1,505 -84.69% Q1 2026 May 15, 2026
IFP Advisors, Inc History Reduced 244 2 0.0% 0.0% 169 -385 -61.21% Q1 2026 Apr 13, 2026
SBI Securities Co., Ltd. History No change 244 2 0.0% 0.0% 170 0 0.0% Q1 2026 Apr 27, 2026
True Wealth Design, LLC History Reduced 189 1 0.0% 0.0% 172 -330 -63.58% Q1 2026 Apr 13, 2026
Root Financial Partners, LLC History New 202 1 0.0% 174 +202 New Q1 2026 Apr 24, 2026
Dynamic Wealth Strategies, LLC History No change 191 1 0.0% 0.0% 171 0 0.0% Q1 2026 May 13, 2026
Glen Eagle Advisors, LLC History No change 150 1 0.0% 0.0% 173 0 0.0% Q1 2026 May 15, 2026
Trexquant Investment LP History Closed out 0 0 0.03% -250,698 -100.0% Q1 2026 May 15, 2026
MOORE CAPITAL MANAGEMENT, LP History Closed out 0 0 0.04% -200,000 -100.0% Q1 2026 May 15, 2026
ROYCE & ASSOCIATES LP History Closed out 0 0 0.02% -119,038 -100.0% Q1 2026 May 12, 2026
Propel Bio Management, LLC History Closed out 0 0 1.44% -116,896 -100.0% Q1 2026 May 14, 2026
AMERICAN CENTURY COMPANIES INC History Closed out 0 0 0.0% -113,134 -100.0% Q1 2026 May 15, 2026
Caption Management, LLC History Closed out 0 0 0.01% -60,000 -100.0% Q1 2026 May 15, 2026
Simplify Asset Management Inc. History Closed out 0 0 0.01% -38,000 -100.0% Q1 2026 Apr 27, 2026
VICTORY CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -37,286 -100.0% Q1 2026 May 15, 2026
LPL Financial LLC History Closed out 0 0 0.0% -32,705 -100.0% Q1 2026 May 06, 2026
Belvedere Trading LLC History Closed out 0 0 0.0% -22,500 -100.0% Q1 2026 May 12, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.04% -17,501 -100.0% Q1 2026 May 12, 2026
BANK OF NOVA SCOTIA History Closed out 0 0 0.0% -17,473 -100.0% Q1 2026 May 14, 2026
Redwood Wealth Management Group, LLC History Closed out 0 0 0.1% -17,385 -100.0% Q1 2026 Apr 24, 2026
Focus Partners Advisor Solutions, LLC History Closed out 0 0 0.0% -12,676 -100.0% Q1 2026 May 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Closed out 0 0 0.0% -12,205 -100.0% Q1 2026 May 01, 2026
Headlands Technologies LLC History Closed out 0 0 0.01% -11,545 -100.0% Q1 2026 May 13, 2026
Bridgefront Capital, LLC History Closed out 0 0 0.04% -11,042 -100.0% Q1 2026 May 15, 2026
ProShare Advisors LLC History Closed out 0 0 0.0% -10,750 -100.0% Q1 2026 Apr 24, 2026
Covestor Ltd History Reduced 7 0 0.01% -1,523 -99.54% Q1 2026 May 05, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -1,470 -100.0% Q1 2026 May 08, 2026
COUNTRY TRUST BANK History Closed out 0 0 0.0% -1,000 -100.0% Q1 2026 Apr 10, 2026
Daiwa Securities Group Inc. History Closed out 0 0 0.0% -146 -100.0% Q1 2026 May 13, 2026
Physician Wealth Advisors, Inc. History Closed out 0 0 0.0% -113 -100.0% Q1 2026 Apr 24, 2026
TD Waterhouse Canada Inc. History New 100 0 +100 New Q1 2026 May 12, 2026
Fortitude Family Office, LLC History New 58 0 +58 New Q1 2026 Apr 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 115 0 0.0% -55 -32.35% Q1 2026 May 08, 2026
SJS Investment Consulting Inc. History Reduced 19 0 -33 -63.46% Q1 2026 Apr 23, 2026
Clearstead Advisors, LLC History Closed out 0 0 -32 -100.0% Q1 2026 May 06, 2026
Silicon Valley Capital Partners History New 12 0 +12 New Q1 2026 May 19, 2026
Larson Financial Group LLC History Closed out 0 0 -8 -100.0% Q1 2026 May 15, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 5 0 +5 New Q1 2026 May 08, 2026
HARBOUR INVESTMENTS, INC. History No change 93 0 0.0% 0 0.0% Q1 2026 May 15, 2026
Sunbelt Securities, Inc. History No change 55 0 0 0.0% Q1 2026 May 15, 2026
Parallel Advisors, LLC History No change 67 0 0 0.0% Q1 2026 Jun 02, 2026
Global Retirement Partners, LLC History No change 22 0 0 0.0% Q4 2025 Feb 06, 2026