Sana Biotechnology, Inc. - SANA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
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
FMR LLC History No change 37,429,515 130,629 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 13, 2026
Flagship Pioneering, LLC History No change 25,001,856 87,256 5.67% 5.67% 2 0 0.0% Q2 2026 Aug 14, 2026
RA CAPITAL MANAGEMENT, L.P. History No change 18,750,000 65,437 0.57% 0.57% 3 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 16,675,173 58,196 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 07, 2026
STATE STREET CORP History No change 11,203,134 39,098 0.0% 0.0% 5 0 0.0% Q2 2026 Sep 22, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 10,218,400 35,662 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 8,375,421 29,230 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 5,748,454 20,062 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 4,677,959 16,329 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 12, 2026
Marex Group Ltd History No change 3,989,100 13,921 0.06% 0.06% 10 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 2,931,436 10,230 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 13, 2026
Alphabet Inc. History No change 2,812,500 9,815 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 06, 2026
GOLDMAN SACHS GROUP INC History No change 2,367,935 8,264 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
Integral Health Asset Management, LLC History No change 2,000,000 6,980 0.28% 0.28% 14 0 0.0% Q2 2026 Aug 14, 2026
TORONTO DOMINION BANK History No change 1,972,381 6,883 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,881,689 6,567 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 1,868,718 6,521 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 1,604,084 5,598 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,379,181 4,813 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
Woodline Partners LP History No change 1,317,932 4,599 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 1,237,437 4,318 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 1,231,100 4,296 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 1,139,782 3,977 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 1,061,441 3,704 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 963,147 3,361 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
Omega Fund Management, LLC History No change 843,750 2,944 1.59% 1.59% 26 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 777,298 2,681 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 12, 2026
Crestline Management, L.P. History No change 755,736 2,637 4.93% 4.93% 28 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 731,283 2,552 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
ArrowMark Colorado Holdings LLC History No change 685,125 2,391 0.1% 0.1% 30 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 653,503 2,280 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 645,087 2,251 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 07, 2026
TWO SIGMA INVESTMENTS, LP History No change 638,837 2,229 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 628,100 2,192 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 27, 2026
Point72 Asset Management, L.P. History No change 595,091 2,076 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 504,262 1,759 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 477,542 1,666 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 06, 2026
Nuveen, LLC History No change 369,722 1,290 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 11, 2026
Swiss National Bank History No change 348,100 1,214 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 341,878 1,193 0.0% 0.0% 40 0 0.0% Q2 2026 Sep 02, 2026
BAKER BROS. ADVISORS LP History No change 310,483 1,083 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 284,472 992 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 282,916 988 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 285,886 833 0.0% 0.0% 44 -8,956 -3.04% Q3 2026 Nov 04, 2026
XTX Topco Ltd History No change 226,590 790 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 223,412 779 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 11, 2026
Rafferty Asset Management, LLC History No change 196,731 686 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 193,283 674 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 181,749 634 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 24, 2026
Russell Investments Group, Ltd. History No change 174,787 610 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 06, 2026
WELLS FARGO & COMPANY/MN History No change 173,546 605 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 170,739 595 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 06, 2026
ALGERT GLOBAL LLC History No change 168,569 588 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 186,945 538 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 150,000 523 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 12, 2026
OPTIMIZE FINANCIAL INC. History No change 140,217 489 0.18% 0.18% 56 0 0.0% Q2 2026 Aug 27, 2026
Sound Capital Solutions LLC History No change 140,217 489 0.11% 0.11% 57 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 136,181 475 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 128,792 449 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 11, 2026
Virtus Investment Advisers, LLC History No change 122,089 426 0.1% 0.1% 60 0 0.0% Q2 2026 Aug 11, 2026
GROUP ONE TRADING LLC History No change 120,345 420 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 120,274 419 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 111,959 391 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 109,959 383 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 109,597 382 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History Reduced 128,012 373 0.0% 0.0% 66 -144,512 -53.03% Q3 2026 Nov 04, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 107,424 373 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 101,668 354 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 95,248 332 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 95,039 332 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 07, 2026
GILDER GAGNON HOWE & CO LLC History No change 89,960 313 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 87,892 306 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 82,393 287 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 82,052 286 0.0% 0.0% 74 0 0.0% Q2 2026 Sep 09, 2026
SCS Capital Management LLC History No change 81,250 283 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 06, 2026
VARCOV Co. History No change 79,895 278 0.11% 0.11% 76 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 77,056 268 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 06, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 88,950 259 0.0% 0.0% 78 -13,900 -13.51% Q3 2026 Oct 28, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 72,241 252 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
PROFUND ADVISORS LLC History Reduced 83,705 244 0.01% 0.01% 80 -15,797 -15.88% Q3 2026 Oct 28, 2026
DRW Securities, LLC History No change 66,249 231 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 79,232 230 0.0% 0.0% 82 +18,584 30.64% Q3 2026 Nov 02, 2026
Vanguard Global Advisers, LLC History No change 60,325 210 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
Quinn Opportunity Partners LLC History No change 60,100 209 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 14, 2026
Palumbo Wealth Management LLC History No change 59,773 208 0.04% 0.04% 85 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 59,450 207 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 59,558 207 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 10, 2026
Police & Firemen's Retirement System of New Jersey History No change 57,903 202 0.0% 0.0% 88 0 0.0% Q2 2026 Jul 23, 2026
Jupiter Topco LLC History No change 58,189 202 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History No change 56,088 195 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 04, 2026
Brevan Howard Capital Management LP History No change 52,545 183 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 49,357 172 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 47,300 165 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 47,161 164 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 10, 2026
China Universal Asset Management Co., Ltd. History Added to 54,622 158 0.01% 0.01% 95 +10,332 23.33% Q3 2026 Oct 27, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 45,000 157 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 13, 2026
BFSG, LLC History No change 51,000 148 0.01% 0.02% 97 0 0.0% Q3 2026 Oct 30, 2026
Focus Partners Wealth History No change 41,555 145 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 12, 2026
Arizona State Retirement System History Added to 48,623 141 0.0% 0.0% 99 +759 1.59% Q3 2026 Nov 03, 2026
D. E. Shaw & Co., Inc. History No change 40,090 139 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 38,609 134 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 29, 2026
OP Asset Management Ltd History No change 37,987 132 0.0% 0.0% 102 0 0.0% Q2 2026 Jul 28, 2026
AXQ CAPITAL, LP History No change 37,771 131 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 06, 2026
MAI Capital Management History No change 37,303 130 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 37,523 130 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 36,200 126 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 12, 2026
SIMPLEX TRADING, LLC History New 40,617 118 0.0% — 108 +40,617 New Q3 2026 Nov 04, 2026
Jain Global LLC History No change 33,822 118 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 39,503 110 0.0% 0.0% 110 -22,324 -36.11% Q3 2026 Oct 13, 2026
LPL Financial LLC History No change 31,533 110 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 07, 2026
Pallas Capital Advisors LLC History No change 30,221 105 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 07, 2026
PRUDENTIAL FINANCIAL INC History No change 29,785 103 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 12, 2026
GSA CAPITAL PARTNERS LLP History No change 29,239 102 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 06, 2026
WINTON GROUP Ltd History No change 28,400 99 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 07, 2026
BLAIR WILLIAM & CO/IL History No change 28,263 98 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 11, 2026
E Fund Management Co., Ltd. History No change 27,740 96 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 10, 2026
ProShare Advisors LLC History Reduced 31,908 93 0.0% 0.0% 118 -1,264 -3.81% Q3 2026 Oct 28, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 26,678 93 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 10, 2026
Pictet Asset Management Holding SA History No change 32,132 93 0.0% 0.0% 119 0 0.0% Q3 2026 Nov 03, 2026
Cetera Investment Advisers History No change 26,383 92 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 12, 2026
T3 Companies, LLC History Added to 29,700 86 0.08% 0.04% 121 +18,400 162.83% Q3 2026 Oct 22, 2026
NewEdge Advisors, LLC History No change 24,370 85 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 24,523 85 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 22,654 79 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 11, 2026
LaSalle St. Investment Advisors, LLC History No change 22,000 76 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 21,336 74 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 20,254 70 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 20,085 70 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 07, 2026
ALLSTATE CORP History No change 19,628 68 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
Viewpoint Capital Management LLC History No change 23,545 68 0.03% 0.04% 130 0 0.0% Q3 2026 Oct 27, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 22,494 66 0.0% 0.0% 131 -100 -0.44% Q3 2026 Nov 02, 2026
HOEY INVESTMENTS, INC History No change 22,000 64 0.01% 0.01% 132 0 0.0% Q3 2026 Oct 28, 2026
SYON CAPITAL LLC History No change 18,501 64 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 18,122 63 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 17,668 61 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 16,668 58 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
Prodigy Asset Management LLC History No change 20,050 58 0.02% 0.02% 137 0 0.0% Q3 2026 Oct 28, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 19,801 57 0.0% 0.0% 139 +5,755 40.97% Q3 2026 Nov 02, 2026
RAYMOND JAMES FINANCIAL INC History No change 16,407 57 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 16,083 56 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 15,713 54 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 15,552 54 0.0% 0.0% 142 0 0.0% Q2 2026 Jul 17, 2026
Freestone Capital Holdings, LLC History No change 15,100 52 0.0% 0.0% 143 0 0.0% Q2 2026 Jul 31, 2026
Merit Financial Group, LLC History No change 14,488 50 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 20, 2026
Arkadios Wealth Advisors History No change 14,407 50 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 10, 2026
XPONANCE LLC History Reduced 16,571 48 0.0% 0.0% 146 -1,060 -6.01% Q3 2026 Nov 03, 2026
Trace Wealth Advisors, LLC History No change 16,000 46 0.03% 0.04% 147 0 0.0% Q3 2026 Oct 30, 2026
LANARK FINANCIAL, INC. History Added to 15,711 45 0.0% 0.0% 149 +1,338 9.31% Q3 2026 Oct 26, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 13,052 45 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 07, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 15,298 44 0.0% 0.0% 150 +2,852 22.91% Q3 2026 Oct 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 12,379 43 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 19, 2026
Savant Capital, LLC History No change 13,666 43 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 10, 2026
Leonteq Securities AG History No change 15,000 43 0.0% 0.0% 153 0 0.0% Q3 2026 Oct 29, 2026
MQS Management LLC History No change 12,358 43 0.05% 0.05% 154 0 0.0% Q2 2026 Aug 07, 2026
Neuberger Berman Group LLC History No change 12,066 42 0.0% 0.0% 155 0 0.0% Q2 2026 Oct 27, 2026
Callan Family Office, LLC History No change 12,224 42 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 11, 2026
Swiss Life Asset Management Ltd History No change 14,391 41 0.0% 0.0% 157 0 0.0% Q3 2026 Nov 03, 2026
Centiva Capital, LP History No change 11,874 41 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 11,500 40 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 09, 2026
Rockefeller Capital Management L.P. History No change 11,065 38 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History New 12,270 35 0.0% — 162 +12,270 New Q3 2026 Oct 23, 2026
CIBC Bancorp USA Inc. History No change 10,140 35 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 13, 2026
Abel Hall, LLC History New 11,972 34 0.01% — 166 +11,972 New Q3 2026 Oct 19, 2026
Jacobi Capital Management LLC History No change 10,000 34 0.0% 0.0% 163 0 0.0% Q2 2026 Jul 31, 2026
Walleye Capital LLC History No change 10,000 34 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 03, 2026
LRI Investments, LLC History No change 10,000 34 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 14, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 11,084 32 0.0% 0.0% 167 +353 3.29% Q3 2026 Oct 20, 2026
ROYAL BANK OF CANADA History No change 8,605 30 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 14, 2026
LYELL WEALTH MANAGEMENT, LP History No change 10,500 30 0.0% 0.0% 169 0 0.0% Q3 2026 Oct 30, 2026
TD Waterhouse Canada Inc. History No change 10,000 28 0.0% 0.0% 170 0 0.0% Q3 2026 Oct 16, 2026
Foguth Wealth Management, LLC. History No change 10,981 24 0.0% 0.0% 171 0 0.0% Q3 2026 Oct 19, 2026
Redwood Park Advisors LLC History No change 7,140 20 0.01% 0.02% 172 0 0.0% Q3 2026 Nov 02, 2026
FIFTH THIRD BANCORP History No change 5,524 19 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 5,649 19 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 14, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 6,139 17 0.0% 0.0% 176 +502 8.91% Q3 2026 Oct 26, 2026
Tower Research Capital LLC (TRC) History No change 4,992 17 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 11, 2026
Sterling Capital Management LLC History Added to 5,656 16 0.0% 0.0% 177 +5,011 776.9% Q3 2026 Oct 22, 2026
Washington Trust Advisors, Inc. History No change 5,000 14 0.0% 0.0% 178 0 0.0% Q3 2026 Oct 22, 2026
Pacer Advisors, Inc. History No change 3,286 11 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 3,507 10 0.0% 0.0% 180 0 0.0% Q3 2026 Oct 23, 2026
BNP Paribas Asset Management Holding S.A. History No change 3,140 10 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 12, 2026
Blue Trust, Inc. History Reduced 3,142 9 0.0% 0.0% 182 -93 -2.87% Q3 2026 Oct 15, 2026
Federation des caisses Desjardins du Quebec History No change 2,700 9 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History Added to 2,963 8 0.0% 0.0% 184 +730 32.69% Q3 2026 Oct 21, 2026
Farther Finance Advisors, LLC History Added to 2,590 7 0.0% 0.0% 185 +100 4.02% Q3 2026 Oct 08, 2026
IFP Advisors, Inc History Reduced 2,230 6 0.0% 0.0% 187 -3,315 -59.78% Q3 2026 Oct 16, 2026
GK Wealth Management LLC History New 2,100 6 0.0% — 188 +2,100 New Q3 2026 Oct 09, 2026
Hurley Capital, LLC History No change 2,000 6 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 10, 2026
True Wealth Design, LLC History Reduced 1,623 4 0.0% 0.0% 190 -867 -34.82% Q3 2026 Oct 13, 2026
Allworth Financial LP History No change 1,338 4 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History Reduced 1,091 3 0.0% 0.0% 191 -1,194 -52.25% Q3 2026 Nov 04, 2026
Fortitude Family Office, LLC History Reduced 1,049 3 0.0% 0.0% 192 -188 -15.2% Q3 2026 Oct 14, 2026
Essential Partners LLC History Reduced 919 2 0.0% 0.0% 196 -1,322 -58.99% Q3 2026 Oct 14, 2026
Triumph Capital Management History No change 1,000 2 0.0% 0.0% 193 0 0.0% Q3 2026 Oct 14, 2026
Physician Wealth Advisors, Inc. History No change 975 2 0.0% 0.0% 194 0 0.0% Q3 2026 Oct 20, 2026
Archer Investment Corp History No change 637 2 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 03, 2026
HUNTINGTON NATIONAL BANK History No change 400 1 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 510 1 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 06, 2026
Optiver Holding B.V. History No change 357 1 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 12, 2026
Smartleaf Asset Management LLC History No change 532 1 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 12, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Closed out 0 0 — 0.01% — -14,620 -100.0% Q3 2026 Oct 22, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -3,000 -100.0% Q3 2026 Nov 02, 2026
COMPASS FINANCIAL MANAGEMENT LLC History Closed out 0 0 — 0.0% — -1,095 -100.0% Q3 2026 Oct 30, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — 0.0% — -786 -100.0% Q3 2026 Oct 29, 2026
SJS Investment Consulting Inc. History Closed out 0 0 — 0.0% — -367 -100.0% Q3 2026 Oct 26, 2026
GAMMA Investing LLC History New 316 0 — — — +316 New Q3 2026 Oct 08, 2026
Latitude Advisors, LLC History New 200 0 — — — +200 New Q3 2026 Oct 27, 2026
Parkside Financial Bank & Trust History Closed out 0 0 — — — -186 -100.0% Q3 2026 Oct 27, 2026
State of Wyoming History Reduced 204 0 — 0.0% — -103 -33.55% Q3 2026 Oct 28, 2026
Covestor Ltd History Reduced 53 0 — — — -34 -39.08% Q3 2026 Oct 30, 2026
US BANCORP \DE\ History No change 107 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 100 0 — — — 0 0.0% Q3 2026 Nov 04, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 200 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 50 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Axiom Investment Management LLC History No change 20 0 — — — 0 0.0% Q3 2026 Nov 03, 2026
Banque Cantonale Vaudoise History No change 114,000 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 100 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Rialto Wealth Management, LLC History No change 145 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Keating Financial Advisory Services, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026