Schrodinger, Inc. - SDGR
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 | 10,521,724 | 170,978 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GATES FOUNDATION TRUST | History | No change | 6,981,664 | 113,452 | 0.33% | 0.33% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rubric Capital Management LP | History | No change | 6,400,000 | 104,000 | 0.95% | 0.95% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 2,552,845 | 79,265 | 0.05% | 0.03% | 4 | -153,298 | -5.66% | Q3 2026 | Oct 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 3,787,391 | 61,545 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 2,706,143 | 43,947 | 0.57% | 0.57% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,691,149 | 43,731 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,298,338 | 37,347 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,221,485 | 36,099 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARK Investment Management LLC | History | No change | 2,154,018 | 35,002 | 0.23% | 0.23% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,956,347 | 31,790 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,471,182 | 23,911 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 732,448 | 22,738 | 0.0% | 0.0% | 13 | +96,081 | 15.1% | Q3 2026 | Nov 04, 2026 |
| MORGAN STANLEY | History | No change | 1,245,015 | 20,231 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 984,780 | 16,002 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | No change | 964,129 | 15,667 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 866,942 | 14,087 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 732,904 | 11,909 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 649,519 | 10,554 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heirloom Wealth Management | History | New | 327,828 | 10,179 | 1.32% | — | 20 | +327,828 | New | Q3 2026 | Oct 14, 2026 |
| Nuveen, LLC | History | No change | 614,314 | 9,982 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 586,766 | 9,534 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 276,735 | 8,592 | 0.0% | 0.0% | 23 | -2,135 | -0.77% | Q3 2026 | Nov 02, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 523,675 | 8,509 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 521,328 | 8,471 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 485,031 | 7,881 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 412,197 | 6,698 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAK6 LLC | History | No change | 411,657 | 6,689 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 409,086 | 6,647 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 328,410 | 5,336 | 0.06% | 0.06% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 326,500 | 5,305 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OP Asset Management Ltd | History | No change | 325,456 | 5,288 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bank of New York Mellon Corp | History | No change | 306,855 | 4,986 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 296,517 | 4,818 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 276,168 | 4,802 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tejara Capital Ltd | History | No change | 280,202 | 4,553 | 1.87% | 1.87% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 133,315 | 4,139 | 0.0% | 0.0% | 37 | +91,415 | 218.17% | Q3 2026 | Nov 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 242,034 | 3,933 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 230,953 | 3,752 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 230,201 | 3,740 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 214,392 | 3,483 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 209,123 | 3,398 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 208,604 | 3,389 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 202,286 | 3,287 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 195,914 | 3,183 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 195,746 | 3,180 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 183,485 | 2,981 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 180,652 | 2,935 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 80,576 | 2,501 | 0.0% | 0.0% | 49 | +5,405 | 7.19% | Q3 2026 | Nov 02, 2026 |
| IMC-Chicago, LLC | History | No change | 149,743 | 2,433 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legal & General Group Plc | History | No change | 140,875 | 2,288 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 137,415 | 2,232 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 136,396 | 2,216 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 134,995 | 2,193 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 134,206 | 2,180 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 127,200 | 2,067 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 117,876 | 1,916 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Calamos Advisors LLC | History | New | 60,036 | 1,864 | 0.01% | — | 58 | +60,036 | New | Q3 2026 | Nov 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 109,044 | 1,772 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 106,195 | 1,725 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 97,856 | 1,590 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ANTIPODES PARTNERS Ltd | History | Reduced | 50,702 | 1,574 | 0.03% | 0.02% | 62 | -2,268 | -4.28% | Q3 2026 | Nov 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 49,778 | 1,545 | 0.0% | 0.0% | 63 | -948 | -1.87% | Q3 2026 | Nov 02, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 45,900 | 1,425 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 86,967 | 1,413 | 0.09% | 0.09% | 65 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| XTX Topco Ltd | History | No change | 86,681 | 1,408 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 85,700 | 1,392 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 40,894 | 1,269 | 0.11% | — | 68 | +40,894 | New | Q3 2026 | Oct 16, 2026 |
| SummitTX Capital, L.P. | History | No change | 75,606 | 1,228 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | No change | 75,000 | 1,218 | 0.94% | 0.94% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrueMark Investments, LLC | History | No change | 73,237 | 1,190 | 0.15% | 0.15% | 71 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 53,352 | 1,180 | 0.0% | 0.0% | 72 | -1,052 | -1.93% | Q3 2026 | Oct 13, 2026 |
| Quadrature Capital Ltd | History | No change | 72,621 | 1,180 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IEQ CAPITAL, LLC | History | No change | 71,397 | 1,160 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 68,594 | 1,114 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 67,365 | 1,094 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 67,255 | 1,092 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 65,318 | 1,061 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 62,368 | 1,013 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 62,160 | 1,010 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 58,760 | 954 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 53,100 | 862 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 52,021 | 845 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 51,650 | 839 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MYDA Advisors LLC | History | No change | 50,000 | 812 | 0.12% | 0.12% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 48,770 | 792 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 48,150 | 782 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 68,394 | 776 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 24,300 | 754 | 0.01% | 0.01% | 89 | -700 | -2.8% | Q3 2026 | Oct 20, 2026 |
| EntryPoint Capital, LLC | History | No change | 43,996 | 714 | 0.17% | 0.17% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 43,023 | 699 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 41,688 | 677 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 41,584 | 675 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Palumbo Wealth Management LLC | History | No change | 40,763 | 662 | 0.14% | 0.14% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 40,688 | 661 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | No change | 38,400 | 624 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITIGROUP INC | History | Reduced | 19,790 | 614 | 0.0% | 0.0% | 97 | -21,810 | -52.43% | Q3 2026 | Nov 04, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 20,100 | 610 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 37,453 | 609 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 18,006 | 559 | 0.0% | 0.0% | 100 | +610 | 3.51% | Q3 2026 | Nov 03, 2026 |
| MetLife Investment Management, LLC | History | No change | 33,942 | 551 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 33,912 | 551 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SEI INVESTMENTS CO | History | No change | 33,009 | 536 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 32,589 | 529 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | No change | 31,400 | 510 | 0.12% | 0.12% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 30,900 | 502 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lighthouse Financial LLC | History | New | 15,451 | 479 | 0.22% | — | 107 | +15,451 | New | Q3 2026 | Oct 22, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 29,009 | 471 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDYWINE MANAGERS, LLC | History | No change | 28,456 | 462 | 0.23% | 0.23% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 14,825 | 460 | 0.0% | 0.0% | 110 | -402 | -2.64% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 14,827 | 460 | 0.01% | 0.0% | 111 | -365 | -2.4% | Q3 2026 | Oct 22, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 14,810 | 459 | 0.01% | 0.01% | 112 | -3 | -0.02% | Q3 2026 | Oct 13, 2026 |
| Jupiter Topco LLC | History | No change | 28,299 | 459 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 14,522 | 450 | 0.01% | 0.0% | 114 | +5,276 | 57.06% | Q3 2026 | Oct 21, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 14,437 | 448 | 0.03% | 0.02% | 115 | -1,603 | -9.99% | Q3 2026 | Oct 22, 2026 |
| GAMMA Investing LLC | History | Added to | 14,353 | 445 | 0.02% | 0.01% | 116 | +772 | 5.68% | Q3 2026 | Oct 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 13,899 | 431 | 0.01% | 0.0% | 117 | +59 | 0.43% | Q3 2026 | Oct 23, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 13,455 | 417 | 0.0% | 0.0% | 118 | -70 | -0.52% | Q3 2026 | Nov 03, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 12,788 | 397 | 0.01% | 0.0% | 120 | -788 | -5.8% | Q3 2026 | Nov 03, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 12,800 | 397 | 0.0% | 0.0% | 119 | -100 | -0.78% | Q3 2026 | Oct 29, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 24,120 | 391 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 23,711 | 385 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 12,293 | 381 | 0.05% | 0.02% | 123 | +256 | 2.13% | Q3 2026 | Nov 03, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 22,958 | 373 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 22,360 | 363 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 22,316 | 362 | 0.06% | 0.06% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aquatic Capital Management LLC | History | No change | 22,305 | 362 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | No change | 21,885 | 355 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 21,229 | 344 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 21,026 | 341 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | New | 10,686 | 331 | 0.0% | — | 131 | +10,686 | New | Q3 2026 | Nov 03, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 20,222 | 328 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 10,221 | 317 | 0.0% | — | 133 | +10,221 | New | Q3 2026 | Nov 02, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 10,206 | 316 | 0.01% | 0.01% | 135 | -1,370 | -11.83% | Q3 2026 | Oct 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 19,462 | 316 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | Reduced | 9,972 | 309 | 0.03% | 0.02% | 136 | -2,302 | -18.76% | Q3 2026 | Nov 02, 2026 |
| Corient Private Wealth LP | History | No change | 18,639 | 302 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 9,594 | 297 | 0.0% | 0.0% | 138 | -9,189 | -48.92% | Q3 2026 | Oct 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 9,300 | 288 | 0.0% | — | 139 | +9,300 | New | Q3 2026 | Oct 28, 2026 |
| Graham Capital Management, L.P. | History | No change | 17,615 | 286 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | New | 8,460 | 262 | 0.0% | — | 141 | +8,460 | New | Q3 2026 | Oct 22, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 15,681 | 254 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 15,669 | 254 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 15,603 | 253 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 15,592 | 253 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 15,552 | 252 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ProShare Advisors LLC | History | New | 7,929 | 246 | 0.0% | — | 147 | +7,929 | New | Q3 2026 | Oct 28, 2026 |
| HB Wealth Management, LLC | History | New | 7,710 | 239 | 0.0% | — | 148 | +7,710 | New | Q3 2026 | Oct 23, 2026 |
| Entropy Technologies, LP | History | No change | 14,393 | 233 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 8,616 | 227 | 0.01% | — | 151 | +8,616 | New | Q3 2026 | Oct 09, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 14,024 | 227 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 13,775 | 224 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 13,700 | 222 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | New | 7,011 | 217 | 0.0% | — | 154 | +7,011 | New | Q3 2026 | Oct 26, 2026 |
| GROUP ONE TRADING LLC | History | No change | 13,000 | 211 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Numerai GP LLC | History | No change | 12,844 | 208 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 12,637 | 205 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 12,558 | 204 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | New | 6,517 | 202 | 0.0% | — | 160 | +6,517 | New | Q3 2026 | Oct 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 12,449 | 202 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 12,306 | 199 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 12,176 | 197 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 12,076 | 196 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEMA ETFS LLC | History | New | 6,031 | 187 | 0.01% | — | 164 | +6,031 | New | Q3 2026 | Oct 16, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Reduced | 5,858 | 181 | 0.04% | 0.05% | 166 | -4,739 | -44.72% | Q3 2026 | Oct 16, 2026 |
| Frec Markets, Inc. | History | No change | 11,140 | 181 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 11,031 | 179 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 10,996 | 178 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 10,915 | 177 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 10,644 | 172 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INCEPTIONR LLC | History | No change | 10,602 | 172 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,289 | 167 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PORTLAND INVESTMENT COUNSEL INC. | History | No change | 10,000 | 162 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CGC Financial Services, LLC | History | No change | 4,221 | 131 | 0.03% | 0.02% | 174 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 3,832 | 118 | 0.01% | — | 176 | +3,832 | New | Q3 2026 | Nov 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,304 | 118 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 7,143 | 116 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 3,476 | 105 | 0.0% | 0.0% | 178 | +3,260 | 1509.26% | Q3 2026 | Nov 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,899 | 96 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | No change | 2,927 | 90 | 0.01% | 0.0% | 180 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,771 | 86 | 0.01% | 0.0% | 181 | +27 | 0.98% | Q3 2026 | Oct 27, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,254 | 85 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 5,270 | 85 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | No change | 2,650 | 82 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,354 | 73 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,962 | 64 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,916 | 59 | 0.0% | 0.0% | 187 | +1,713 | 843.84% | Q3 2026 | Oct 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,871 | 58 | 0.0% | 0.0% | 188 | +85 | 4.76% | Q3 2026 | Oct 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,504 | 56 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,739 | 53 | 0.0% | 0.0% | 190 | +1 | 0.06% | Q3 2026 | Oct 20, 2026 |
| Root Financial Partners, LLC | History | New | 1,602 | 49 | 0.0% | — | 191 | +1,602 | New | Q3 2026 | Oct 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,976 | 48 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FNY Investment Advisers, LLC | History | New | 1,500 | 46 | 0.01% | — | 193 | +1,500 | New | Q3 2026 | Oct 16, 2026 |
| Purpose Unlimited Inc. | History | No change | 2,612 | 42 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,277 | 39 | 0.0% | 0.0% | 195 | -1,304 | -50.52% | Q3 2026 | Nov 04, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,091 | 33 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 940 | 29 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| IFP Advisors, Inc | History | No change | 900 | 27 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Leonteq Securities AG | History | New | 815 | 25 | 0.0% | — | 199 | +815 | New | Q3 2026 | Oct 29, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,378 | 22 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | No change | 703 | 21 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Forum Finance Group S.A. | History | No change | 1,500 | 20 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,201 | 19 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | Reduced | 572 | 18 | 0.01% | 0.01% | 204 | -18 | -3.05% | Q3 2026 | Oct 30, 2026 |
| Nykredit A/S | History | No change | 1,044 | 16 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 501 | 15 | 0.0% | — | 207 | +501 | New | Q3 2026 | Oct 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 512 | 15 | 0.0% | 0.0% | 206 | +292 | 132.73% | Q3 2026 | Oct 26, 2026 |
| Optiver Holding B.V. | History | No change | 769 | 12 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | New | 375 | 11 | 0.0% | — | 209 | +375 | New | Q3 2026 | Nov 03, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 337 | 10 | 0.0% | 0.0% | 210 | +239 | 243.88% | Q3 2026 | Oct 29, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 325 | 9 | 0.0% | 0.0% | 212 | -12 | -3.56% | Q3 2026 | Oct 16, 2026 |
| US BANCORP \DE\ | History | No change | 576 | 9 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 440 | 7 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sawyer & Company, Inc | History | No change | 230 | 7 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 200 | 6 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Quarry LP | History | No change | 375 | 6 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 309 | 5 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Trust Asset Management, LLC | History | New | 140 | 4 | 0.0% | — | 219 | +140 | New | Q3 2026 | Oct 19, 2026 |
| UMB Bank, n.a. | History | No change | 260 | 4 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | New | 104 | 3 | 0.0% | — | 225 | +104 | New | Q3 2026 | Oct 14, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 100 | 3 | 0.0% | 0.0% | 223 | -100 | -50.0% | Q3 2026 | Oct 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 117 | 3 | 0.0% | 0.0% | 222 | +51 | 77.27% | Q3 2026 | Oct 27, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 112 | 3 | 0.0% | 0.0% | 224 | -23 | -17.04% | Q3 2026 | Nov 04, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 189 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 216 | 3 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 93 | 2 | 0.0% | 0.0% | 226 | -701 | -88.29% | Q3 2026 | Oct 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 90 | 2 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| True Wealth Design, LLC | History | No change | 67 | 2 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 48 | 1 | 0.0% | — | 230 | +23 | 92.0% | Q3 2026 | Oct 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 95 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 60 | 1 | 0.0% | — | 231 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 40 | 1 | 0.0% | — | 232 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Parallel Advisors, LLC | History | No change | 42 | 1 | 0.0% | — | 233 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 66 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avalon Trust Co | History | No change | 105 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 45 | 1 | 0.0% | — | 236 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Capricorn Fund Managers Ltd | History | Closed out | 0 | 0 | — | 0.56% | — | -434,321 | -100.0% | Q3 2026 | Nov 03, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.03% | — | -81,400 | -100.0% | Q3 2026 | Nov 04, 2026 |
| J. Safra Sarasin Holding AG | History | Closed out | 0 | 0 | — | 0.01% | — | -42,267 | -100.0% | Q3 2026 | Oct 26, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2026 | Oct 22, 2026 |
| BFSG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q3 2026 | Oct 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Ascentis Wealth Management, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q3 2026 | Nov 03, 2026 |
| UMB Private Wealth Management, LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q3 2026 | Oct 19, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q3 2026 | Oct 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 7 | 0 | — | — | — | -18 | -72.0% | Q3 2026 | Oct 29, 2026 |
| ASSETMARK, INC | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Oct 21, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Oct 23, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 23, 2026 |
| Davis Capital Management | History | Added to | 7 | 0 | — | — | — | +4 | 133.33% | Q3 2026 | Oct 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 09, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q3 2026 | Oct 30, 2026 |
| WHITTIER TRUST CO | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Blue Trust, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evolution Advisers, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smartleaf Asset Management LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Financial Management LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |