REGENXBIO Inc. - RGNX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 6,397,440 | 76,641 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Redmile Group, LLC | History | No change | 4,368,804 | 52,338 | 3.51% | 3.51% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 2,971,173 | 35,594 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,214,169 | 26,193 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,107,557 | 25,248 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,953,237 | 23,399 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,421,453 | 17,029 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,378,358 | 16,512 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,355,554 | 16,239 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 1,284,950 | 15,393 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,241,296 | 14,874 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integral Health Asset Management, LLC | History | No change | 800,000 | 9,584 | 0.38% | 0.38% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 754,923 | 9,043 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Nuveen, LLC | History | No change | 740,026 | 8,865 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 712,814 | 8,539 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 669,808 | 8,024 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 579,412 | 6,941 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 560,727 | 6,717 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 518,545 | 6,212 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 22NW, LP | History | No change | 492,759 | 5,903 | 5.64% | 5.64% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 480,762 | 5,759 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pale Fire Capital SE | History | No change | 466,209 | 5,585 | 0.39% | 0.39% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 421,839 | 5,053 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 396,450 | 4,749 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 370,375 | 4,437 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 342,858 | 4,107 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 337,159 | 4,039 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 300,127 | 3,595 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 293,293 | 3,513 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 256,686 | 3,075 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 249,947 | 2,994 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 239,700 | 2,871 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hudson Bay Capital Management LP | History | No change | 225,000 | 2,695 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ArchPoint Investors | History | No change | 222,278 | 2,662 | 0.56% | 0.56% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 217,661 | 2,607 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 207,835 | 2,489 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Walleye Capital LLC | History | No change | 203,726 | 2,440 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GSK plc | History | No change | 271,456 | 2,044 | 0.41% | 0.54% | 38 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 259,148 | 1,951 | 0.0% | 0.0% | 39 | -472,438 | -64.58% | Q3 2026 | Nov 04, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 149,000 | 1,785 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 141,469 | 1,694 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 133,851 | 1,603 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 195,624 | 1,473 | 0.03% | 0.04% | 43 | +14,153 | 7.8% | Q3 2026 | Oct 16, 2026 |
| Russell Investments Group, Ltd. | History | No change | 121,359 | 1,453 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 119,471 | 1,431 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 107,719 | 1,290 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| XTX Topco Ltd | History | No change | 107,300 | 1,285 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 100,055 | 1,198 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | No change | 100,000 | 1,198 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caption Management, LLC | History | No change | 100,000 | 1,198 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 158,618 | 1,194 | 0.0% | 0.0% | 51 | +24,424 | 18.2% | Q3 2026 | Nov 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 92,588 | 1,109 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 91,481 | 1,082 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 86,420 | 1,035 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 78,364 | 937 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 77,852 | 932 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 74,047 | 887 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACT CAPITAL MANAGEMENT, LLC | History | No change | 67,500 | 808 | 0.53% | 0.53% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 63,126 | 757 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 59,783 | 716 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rafferty Asset Management, LLC | History | No change | 54,451 | 652 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 51,549 | 617 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 49,129 | 588 | 0.14% | 0.14% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Wealth, LLC | History | No change | 47,700 | 571 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 47,643 | 570 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 44,067 | 527 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 43,998 | 527 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 61,330 | 513 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 41,060 | 491 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Voleon Capital Management LP | History | No change | 40,549 | 485 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 38,680 | 463 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 38,162 | 457 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 37,657 | 451 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 36,402 | 437 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 54,993 | 414 | 0.0% | 0.0% | 75 | -68,029 | -55.3% | Q3 2026 | Nov 04, 2026 |
| Engineers Gate Manager LP | History | No change | 34,400 | 412 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 33,177 | 397 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 47,729 | 386 | 0.0% | 0.0% | 78 | +2,639 | 5.85% | Q3 2026 | Oct 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 32,060 | 384 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maxi Investments CY Ltd | History | New | 50,000 | 377 | 0.07% | — | 81 | +50,000 | New | Q3 2026 | Oct 26, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 31,502 | 377 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 31,444 | 376 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Palogic Value Management, L.P. | History | No change | 30,040 | 359 | 0.12% | 0.12% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 45,588 | 343 | 0.0% | 0.0% | 84 | -123,691 | -73.07% | Q3 2026 | Oct 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 27,558 | 330 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 27,203 | 326 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MetLife Investment Management, LLC | History | No change | 27,254 | 326 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lion Point Capital, LP | History | No change | 26,600 | 318 | 1.52% | 1.52% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 40,035 | 301 | 0.02% | 0.03% | 89 | +6,106 | 18.0% | Q3 2026 | Oct 22, 2026 |
| WINTON GROUP Ltd | History | No change | 24,200 | 289 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 23,854 | 285 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | No change | 23,605 | 282 | 0.07% | 0.07% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 22,607 | 271 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PEAK6 LLC | History | No change | 22,000 | 263 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 32,467 | 244 | 0.0% | 0.0% | 95 | +11,686 | 56.23% | Q3 2026 | Nov 02, 2026 |
| DnB Asset Management AS | History | No change | 19,365 | 231 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 19,256 | 230 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 30,303 | 228 | 0.01% | 0.01% | 98 | +2,817 | 10.25% | Q3 2026 | Oct 28, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 18,588 | 222 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXQ CAPITAL, LP | History | No change | 18,446 | 220 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Landing Point Financial Group, LLC | History | No change | 18,217 | 218 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quadrature Capital Ltd | History | No change | 16,277 | 194 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | No change | 15,419 | 184 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boxer Capital Management, LLC | History | No change | 15,000 | 179 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 14,616 | 175 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 13,746 | 164 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 13,235 | 158 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 20,900 | 157 | 0.0% | 0.0% | 108 | -84,044 | -80.08% | Q3 2026 | Nov 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 13,048 | 156 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 13,073 | 156 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Erste Asset Management GmbH | History | No change | 13,000 | 153 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Entropy Technologies, LP | History | No change | 12,128 | 145 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 11,615 | 139 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 10,000 | 119 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Achmea Investment Management B.V. | History | New | 14,643 | 110 | 0.0% | — | 115 | +14,643 | New | Q3 2026 | Oct 30, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 13,740 | 103 | 0.01% | 0.02% | 116 | -215 | -1.54% | Q3 2026 | Nov 03, 2026 |
| StoneX Group Inc. | History | New | 10,759 | 91 | 0.0% | — | 117 | +10,759 | New | Q3 2026 | Nov 03, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 12,045 | 89 | 0.0% | 0.01% | 119 | +3,817 | 46.39% | Q3 2026 | Oct 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 8,550 | 89 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,040 | 72 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,766 | 57 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 4,680 | 56 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 4,230 | 50 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,037 | 48 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,289 | 39 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 4,664 | 35 | 0.0% | 0.0% | 126 | -1,100 | -19.08% | Q3 2026 | Oct 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 3,373 | 25 | 0.0% | 0.0% | 127 | +1,061 | 45.89% | Q3 2026 | Oct 28, 2026 |
| HURRICANE CAPITAL ADVISORS LLC | History | No change | 2,000 | 23 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Nov 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,755 | 21 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,700 | 20 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | No change | 2,741 | 20 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,663 | 19 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 2,387 | 17 | 0.0% | 0.0% | 133 | +105 | 4.6% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 1,999 | 15 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,000 | 15 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Fulcrum Asset Management LLP | History | New | 1,870 | 13 | 0.0% | — | 138 | +1,870 | New | Q3 2026 | Nov 04, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,822 | 13 | 0.0% | 0.0% | 136 | +1,520 | 503.31% | Q3 2026 | Oct 22, 2026 |
| Optiver Holding B.V. | History | No change | 1,110 | 13 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 1,000 | 11 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | History | No change | 909 | 11 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 851 | 10 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 834 | 9 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,169 | 8 | 0.0% | 0.0% | 143 | +94 | 8.74% | Q3 2026 | Oct 26, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 662 | 7 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| IFP Advisors, Inc | History | Added to | 809 | 6 | 0.0% | 0.0% | 145 | +460 | 131.81% | Q3 2026 | Oct 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 513 | 6 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 754 | 5 | 0.0% | 0.0% | 149 | +606 | 409.46% | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 730 | 5 | 0.0% | 0.0% | 147 | +135 | 22.69% | Q3 2026 | Nov 04, 2026 |
| Essential Partners LLC | History | Added to | 711 | 5 | 0.0% | 0.0% | 150 | +106 | 17.52% | Q3 2026 | Oct 14, 2026 |
| Spire Wealth Management | History | No change | 750 | 5 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| True Wealth Design, LLC | History | Added to | 583 | 4 | 0.0% | 0.0% | 151 | +54 | 10.21% | Q3 2026 | Oct 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 408 | 3 | 0.0% | 0.0% | 152 | -138 | -25.27% | Q3 2026 | Oct 14, 2026 |
| Root Financial Partners, LLC | History | New | 334 | 2 | 0.0% | — | 155 | +334 | New | Q3 2026 | Oct 21, 2026 |
| EASTERN BANK | History | No change | 370 | 2 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 218 | 2 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 200 | 1 | 0.0% | — | 161 | +176 | 733.33% | Q3 2026 | Oct 26, 2026 |
| Parkside Financial Bank & Trust | History | New | 175 | 1 | 0.0% | — | 165 | +175 | New | Q3 2026 | Oct 27, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 252 | 1 | 0.0% | 0.0% | 160 | +3 | 1.2% | Q3 2026 | Oct 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 126 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 93 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 84 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 191 | 1 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Quarry LP | History | No change | 164 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 150 | 1 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 118 | 1 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -74,600 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,367 | -100.0% | Q3 2026 | Nov 02, 2026 |
| State of Alaska, Department of Revenue | History | Closed out | 0 | 0 | — | 0.0% | — | -2,597 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 49 | 0 | — | 0.0% | — | -1,272 | -96.29% | Q3 2026 | Oct 29, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 129 | 0 | — | — | — | +129 | New | Q3 2026 | Oct 30, 2026 |
| Larson Financial Group LLC | History | New | 124 | 0 | — | — | — | +124 | New | Q3 2026 | Nov 05, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 85 | 0 | — | — | — | +85 | New | Q3 2026 | Nov 05, 2026 |
| Covestor Ltd | History | Reduced | 14 | 0 | — | — | — | -9 | -39.13% | Q3 2026 | Oct 30, 2026 |
| Silicon Valley Capital Partners | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Parallel Advisors, LLC | History | No change | 67 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Bogart Wealth, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |