Atrium Therapeutics, Inc. - RNA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sessa Capital IM, L.P. | History | No change | 1,500,000 | 20,175 | 0.34% | 0.34% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 1,472,984 | 19,813 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,447,476 | 19,468 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 840,600 | 11,306 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 730,831 | 9,829 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CRCM LP | History | No change | 641,539 | 8,628 | 5.68% | 5.68% | 6 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TIG Advisors, LLC | History | No change | 561,533 | 7,552 | 0.33% | 0.33% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 386,929 | 5,205 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 345,481 | 4,646 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 310,341 | 4,174 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 683 Capital Management, LLC | History | No change | 300,000 | 4,035 | 0.2% | 0.2% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 271,762 | 3,655 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Arbiter Partners Capital Management LLC | History | No change | 261,288 | 3,514 | 1.85% | 1.85% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 256,917 | 3,455 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Slotnik Capital, LLC | History | No change | 237,637 | 3,196 | 0.83% | 0.83% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weiss Asset Management LP | History | No change | 219,730 | 2,955 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 200,559 | 2,697 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 199,158 | 2,678 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 172,235 | 2,316 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polar Asset Management Partners Inc. | History | No change | 150,000 | 2,017 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | No change | 150,025 | 2,017 | 0.13% | 0.13% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 146,743 | 1,973 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bracebridge Capital, LLC | History | No change | 139,239 | 1,872 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | No change | 137,394 | 1,847 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | No change | 136,077 | 1,830 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Yakira Capital Management, Inc. | History | No change | 133,047 | 1,789 | 0.51% | 0.51% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 132,833 | 1,786 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 130,217 | 1,751 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 129,591 | 1,742 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAFNA Capital Management LLC | History | No change | 128,000 | 1,721 | 0.33% | 0.33% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creek Drive Management Group LLC | History | No change | 127,600 | 1,716 | 0.83% | 0.83% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | No change | 126,575 | 1,702 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Anson Funds Management LP | History | No change | 125,000 | 1,681 | 0.1% | 0.1% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 119,781 | 1,611 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 117,275 | 1,577 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trium Capital LLP | History | No change | 113,278 | 1,523 | 0.94% | 0.94% | 36 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 111,200 | 1,495 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 109,961 | 1,478 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 109,810 | 1,476 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Athos Capital Ltd | History | No change | 107,965 | 1,452 | 0.52% | 0.52% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AWM Investment Company, Inc. | History | No change | 107,500 | 1,445 | 0.13% | 0.13% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 105,875 | 1,424 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marble Bar Asset Management LLP | History | No change | 103,849 | 1,396 | 0.97% | 0.97% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 101,195 | 1,361 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 100,000 | 1,345 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueCrest Capital Management Ltd | History | No change | 100,000 | 1,345 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | No change | 89,723 | 1,206 | 0.08% | 0.08% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Groupe la Francaise | History | No change | 80,273 | 1,079 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| FIL Ltd | History | No change | 76,500 | 1,028 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 67,639 | 909 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 62,853 | 845 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 57,688 | 775 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 56,699 | 762 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 53,992 | 726 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ODDO BHF ASSET MANAGEMENT SAS | History | No change | 45,090 | 606 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 44,230 | 594 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALETHEA CAPITAL MANAGEMENT, LLC | History | No change | 43,758 | 588 | 0.24% | 0.24% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 41,942 | 564 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 41,970 | 564 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Saba Capital Management, L.P. | History | No change | 39,640 | 533 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 39,252 | 527 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 35,103 | 472 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 34,979 | 470 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 33,532 | 451 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moran Wealth Management, LLC | History | No change | 33,320 | 448 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOUSSARD & GAVAUDAN GESTION SAS | History | No change | 32,845 | 447 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| LMR Partners LLP | History | No change | 32,500 | 437 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 31,477 | 423 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 31,017 | 417 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 31,071 | 417 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Walleye Trading LLC | History | No change | 29,878 | 401 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quantinno Capital Management LP | History | No change | 27,418 | 368 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Twin Securities, Inc. | History | No change | 26,517 | 356 | 0.16% | 0.16% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 21,233 | 285 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 20,834 | 280 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fractal Investments LLC | History | No change | 20,000 | 269 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS Group AG | History | No change | 19,572 | 263 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 18,590 | 250 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestcor Inc | History | No change | 17,499 | 235 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 17,451 | 234 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 17,110 | 228 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 16,579 | 222 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | No change | 16,011 | 215 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 14,967 | 201 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 14,971 | 201 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 14,174 | 190 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 13,833 | 185 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCentric Advisors LLC | History | No change | 13,478 | 181 | 0.15% | 0.15% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AXQ CAPITAL, LP | History | No change | 11,377 | 153 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 10,370 | 139 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MetLife Investment Management, LLC | History | No change | 10,283 | 138 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corsicana & Co. | History | No change | 9,820 | 132 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | No change | 9,388 | 128 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 7,901 | 106 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 6,685 | 89 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 6,602 | 88 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,585 | 75 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 4,475 | 60 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | No change | 4,400 | 59 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Erste Asset Management GmbH | History | No change | 3,600 | 49 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GROUP ONE TRADING LLC | History | No change | 3,575 | 48 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 3,614 | 48 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 3,128 | 42 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,175 | 42 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,749 | 36 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BARCLAYS PLC | History | No change | 2,699 | 35 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 2,600 | 34 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,716 | 23 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 1,422 | 19 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 950 | 12 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 612 | 8 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 600 | 8 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 635 | 8 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 931 | 7 | 0.0% | 0.0% | 115 | +666 | 251.32% | Q3 2026 | Oct 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 594 | 7 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 531 | 7 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PenderFund Capital Management Ltd. | History | No change | 490 | 6 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | No change | 466 | 6 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | Added to | 369 | 3 | 0.0% | 0.0% | 122 | +174 | 89.23% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | No change | 281 | 3 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 230 | 3 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FNY Investment Advisers, LLC | History | No change | 297 | 3 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 287 | 3 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Essential Partners LLC | History | No change | 288 | 3 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 162 | 2 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 171 | 2 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| True Wealth Design, LLC | History | No change | 213 | 2 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 77 | 1 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | No change | 107 | 1 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sterling Capital Management LLC | History | No change | 125 | 1 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 139 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Wealth Management Group, LLC | History | No change | 75 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 18 | 0 | — | 0.0% | — | -102 | -85.0% | Q3 2026 | Oct 08, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2026 | Oct 07, 2026 |
| US BANCORP \DE\ | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DANSKE BANK A/S | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLAZER CAPITAL, LLC | History | No change | 201 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 49 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 74 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bogart Wealth, LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centerpoint Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Truvestments Capital LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avion Wealth | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SJS Investment Consulting Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fortitude Family Office, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Torren Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |