Septerna, Inc. - SEPN

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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
RA CAPITAL MANAGEMENT, L.P. History No change 6,995,858 234,291 2.04% 1.78% 1 0 0.0% Q2 2026 Aug 14, 2026
TRV GP V, LLC History No change 6,215,591 208,160 41.78% 37.25% 2 0 0.0% Q2 2026 Aug 07, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Added to 4,433,058 148,463 0.86% 0.78% 3 +37,486 0.85% Q2 2026 Aug 14, 2026
TRV GP VI, LLC History No change 4,211,659 141,048 60.72% 74.64% 4 0 0.0% Q2 2026 Aug 07, 2026
Samsara BioCapital, LLC History No change 3,149,128 105,464 8.66% 7.35% 5 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History Added to 3,062,766 102,572 0.01% 0.01% 6 +156,339 5.38% Q2 2026 Aug 14, 2026
BlackRock, Inc. History Added to 1,932,088 64,705 0.0% 0.0% 7 +109,914 6.03% Q2 2026 Aug 07, 2026
Siren, L.L.C. History Reduced 1,900,000 63,631 1.29% 1.33% 8 -100,000 -5.0% Q2 2026 Aug 13, 2026
Avoro Capital Advisors LLC History No change 1,337,500 44,792 0.4% 0.32% 9 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History New 1,307,500 43,722 0.02% 10 +1,307,500 New Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Added to 1,221,673 40,913 0.0% 0.0% 11 +24,711 2.06% Q2 2026 Aug 13, 2026
PRIMECAP MANAGEMENT CO/CA/ History Added to 1,167,382 39,095 0.02% 0.02% 12 +118,548 11.3% Q2 2026 Aug 14, 2026
First Light Asset Management, LLC History Added to 963,260 32,259 1.96% 1.58% 13 +230,400 31.44% Q2 2026 Aug 14, 2026
ADAR1 Capital Management, LLC History Reduced 940,747 31,505 1.44% 1.54% 14 -149,071 -13.68% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 679,163 22,750 0.0% 0.0% 15 +34,017 5.27% Q2 2026 Aug 12, 2026
Caption Management, LLC History New 678,006 22,706 0.11% 16 +678,006 New Q2 2026 Aug 14, 2026
STATE STREET CORP History Added to 652,630 21,856 0.0% 0.0% 17 +21,183 3.35% Q2 2026 Aug 07, 2026
JANUS HENDERSON GROUP PLC History No change 890,754 21,333 0.01% 0.01% 18 0 0.0% Q1 2026 May 18, 2026
LOOMIS SAYLES & CO L P History New 624,752 20,922 0.03% 19 +624,752 New Q2 2026 Aug 14, 2026
Casdin Capital, LLC History No change 553,268 18,528 0.93% 1.01% 20 0 0.0% Q2 2026 Aug 14, 2026
Catalio Capital Management, LP History Added to 536,152 17,955 3.37% 1.48% 21 +241,792 82.14% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History Added to 397,487 13,311 0.16% 0.01% 22 +376,452 1789.65% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 350,442 11,736 0.01% 0.01% 23 +113,763 48.07% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History New 328,966 11,017 0.02% 24 +328,966 New Q2 2026 Aug 14, 2026
Longaeva Partners L.P. History Added to 298,171 9,985 0.22% 0.07% 25 +223,604 299.87% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 295,900 9,909 0.0% 0.0% 26 +222,900 305.34% Q2 2026 Aug 14, 2026
Soleus Capital Management, L.P. History No change 275,000 9,209 0.32% 0.27% 27 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 230,184 7,708 0.0% 0.0% 28 +35,141 18.02% Q2 2026 Aug 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 222,702 7,458 0.01% 0.01% 29 -1,293 -0.58% Q2 2026 Aug 06, 2026
TWO SIGMA INVESTMENTS, LP History Added to 220,885 7,397 0.01% 0.0% 30 +145,518 193.08% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History Added to 201,131 6,735 0.0% 0.0% 31 +36,601 22.25% Q2 2026 Aug 13, 2026
Kalehua Capital Management LLC History No change 194,544 6,515 4.67% 3.94% 32 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 187,041 6,264 0.0% 0.0% 33 +5,461 3.01% Q2 2026 Aug 14, 2026
Woodline Partners LP History New 185,535 6,213 0.02% 34 +185,535 New Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 165,656 5,547 0.0% 0.0% 35 +11,172 7.23% Q2 2026 Aug 13, 2026
MORGAN STANLEY History Added to 134,377 4,500 0.0% 0.0% 36 +23,847 21.58% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History New 102,752 3,441 0.0% 37 +102,752 New Q2 2026 Aug 14, 2026
UBS Group AG History Reduced 89,874 3,009 0.0% 0.0% 38 -27,105 -23.17% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History Added to 85,301 2,964 0.0% 0.0% 39 +627 0.74% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History New 88,150 2,952 0.0% 40 +88,150 New Q2 2026 Sep 02, 2026
FEDERATED HERMES, INC. History Reduced 86,753 2,905 0.0% 0.0% 41 -2,548 -2.85% Q2 2026 Aug 12, 2026
LAZARD ASSET MANAGEMENT LLC History New 75,425 2,525 0.0% 42 +75,425 New Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History New 75,309 2,522 0.0% 43 +75,309 New Q2 2026 Aug 11, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 74,649 2,499 0.0% 44 +74,649 New Q2 2026 Aug 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Added to 68,180 2,283 0.01% 0.0% 45 +39,744 139.77% Q2 2026 Aug 14, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History Reduced 63,000 2,109 0.49% 0.55% 46 -42,000 -40.0% Q2 2026 Aug 03, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 60,973 2,041 0.0% 0.0% 47 -317 -0.52% Q2 2026 Aug 12, 2026
DIADEMA PARTNERS LP History Added to 59,700 1,999 0.25% 0.0% 48 +59,498 29454.46% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Reduced 56,176 1,881 0.0% 0.0% 49 -2,533 -4.31% Q2 2026 Aug 06, 2026
XTX Topco Ltd History Added to 54,489 1,824 0.02% 0.02% 50 +17,766 48.38% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 50,562 1,693 0.0% 0.0% 51 -73,539 -59.26% Q2 2026 Aug 14, 2026
BARCLAYS PLC History Added to 49,821 1,668 0.0% 0.0% 52 +27,107 119.34% Q2 2026 Aug 14, 2026
Elmind Capital, LP History New 49,444 1,655 0.42% 53 +49,444 New Q2 2026 Aug 14, 2026
Nuveen, LLC History Added to 48,229 1,615 0.0% 0.0% 54 +19,053 65.3% Q2 2026 Aug 11, 2026
Sofinnova Investments, Inc. History No change 47,506 1,590 0.08% 0.04% 55 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History New 46,483 1,556 0.0% 56 +46,483 New Q2 2026 Aug 14, 2026
Voleon Capital Management LP History New 44,435 1,488 0.03% 57 +44,435 New Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History New 42,022 1,407 0.0% 58 +42,022 New Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 41,419 1,387 0.0% 0.0% 59 +3,719 9.86% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History Added to 40,209 1,346 0.0% 0.0% 60 +28,694 249.19% Q2 2026 Aug 06, 2026
BANK OF AMERICA CORP /DE/ History Added to 35,875 1,201 0.0% 0.0% 61 +9,902 38.12% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 35,323 1,183 0.0% 0.0% 62 +7,247 25.81% Q2 2026 Aug 14, 2026
Alyeska Investment Group, L.P. History No change 35,000 1,172 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History New 29,452 986 0.01% 64 +29,452 New Q2 2026 Aug 14, 2026
HighVista Strategies LLC History New 29,337 982 0.22% 65 +29,337 New Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History Added to 27,636 925 0.0% 0.0% 66 +1,032 3.88% Q2 2026 Aug 11, 2026
Trexquant Investment LP History Reduced 25,645 858 0.01% 0.01% 67 -9,656 -27.35% Q2 2026 Aug 14, 2026
Invesco Ltd. History Reduced 24,094 806 0.0% 0.0% 68 -58,774 -70.92% Q2 2026 Aug 14, 2026
Logos Global Management LP History No change 23,548 788 0.03% 0.03% 69 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History Reduced 23,240 778 0.0% 0.0% 70 -206 -0.88% Q2 2026 Aug 13, 2026
FOX RUN MANAGEMENT, L.L.C. History New 22,038 738 0.12% 71 +22,038 New Q2 2026 Aug 04, 2026
DEUTSCHE BANK AG\ History Added to 21,873 732 0.0% 0.0% 72 +5,030 29.86% Q2 2026 Aug 07, 2026
ALLIANCEBERNSTEIN L.P. History Added to 29,900 718 0.0% 0.0% 73 +10,300 52.55% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History Added to 21,219 710 0.0% 0.0% 74 +3,136 17.34% Q2 2026 Aug 14, 2026
STRS OHIO History Added to 21,000 703 0.0% 0.0% 75 +3,800 22.09% Q2 2026 Jul 30, 2026
FRED ALGER MANAGEMENT, LLC History New 20,958 701 0.0% 77 +20,958 New Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 20,996 701 0.0% 0.0% 76 -9,982 -32.22% Q2 2026 Aug 13, 2026
Jump Financial, LLC History Reduced 20,200 676 0.01% 0.02% 78 -32,811 -61.89% Q2 2026 Aug 13, 2026
Swiss National Bank History Reduced 19,800 663 0.0% 0.0% 79 -2,300 -10.41% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History Added to 19,684 659 0.0% 0.0% 80 +9,815 99.45% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History New 18,607 623 0.0% 81 +18,607 New Q2 2026 Aug 13, 2026
CITIGROUP INC History Added to 17,808 596 0.0% 0.0% 82 +8,613 93.67% Q2 2026 Aug 03, 2026
Aquatic Capital Management LLC History New 17,427 583 0.02% 83 +17,427 New Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History Added to 17,350 581 0.01% 0.0% 84 +822 4.97% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 16,946 567 0.0% 0.0% 85 +11,585 216.1% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 16,597 555 0.0% 0.0% 86 +2,383 16.77% Q2 2026 Aug 13, 2026
State of Wyoming History New 16,379 548 0.06% 87 +16,379 New Q2 2026 Aug 06, 2026
Vanguard Global Advisers, LLC History No change 16,247 544 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 15,397 515 0.0% 0.0% 89 +22 0.14% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History New 13,300 445 0.0% 90 +13,300 New Q2 2026 Aug 25, 2026
Verdad Advisers, LP History New 12,970 434 0.42% 91 +12,970 New Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History Reduced 12,880 431 0.0% 0.0% 92 -805 -5.88% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History Reduced 12,594 421 0.0% 0.0% 93 -104 -0.82% Q2 2026 Aug 14, 2026
Man Group plc History Reduced 11,469 384 0.0% 0.0% 94 -389 -3.28% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 10,866 363 0.0% 0.0% 95 +9,709 839.15% Q2 2026 Aug 24, 2026
China Universal Asset Management Co., Ltd. History Reduced 10,774 360 0.02% 0.02% 96 -1,172 -9.81% Q2 2026 Jul 24, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 10,193 341 0.0% 0.0% 97 +172 1.72% Q2 2026 Aug 14, 2026
Legal & General Group Plc History Added to 10,062 336 0.0% 0.0% 98 +4,327 75.45% Q2 2026 Aug 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 9,982 334 0.0% 0.0% 99 -400 -3.85% Q2 2026 Aug 03, 2026
Gotham Asset Management, LLC History New 9,322 312 0.0% 100 +9,322 New Q2 2026 Aug 14, 2026
Virtus Investment Advisers, LLC History Reduced 9,102 304 0.07% 0.07% 101 -1,617 -15.09% Q2 2026 Aug 11, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 8,900 298 0.0% 102 +8,900 New Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 8,500 284 0.0% 0.0% 103 +2,900 51.79% Q2 2026 Jul 29, 2026
FIRST TRUST ADVISORS LP History New 7,739 259 0.0% 104 +7,739 New Q2 2026 Aug 11, 2026
Creative Planning History New 7,636 255 0.0% 105 +7,636 New Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 7,420 248 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History New 7,330 245 0.0% 107 +7,330 New Q2 2026 Aug 13, 2026
Rangeley Capital, LLC History Reduced 7,200 241 0.22% 0.93% 108 -32,600 -81.91% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History New 7,222 241 0.0% 109 +7,222 New Q2 2026 Aug 13, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History New 7,191 240 0.01% 111 +7,191 New Q2 2026 Aug 13, 2026
WINTON GROUP Ltd History Reduced 7,182 240 0.01% 0.01% 110 -1,660 -18.77% Q2 2026 Aug 07, 2026
Police & Firemen's Retirement System of New Jersey History Added to 6,527 218 0.0% 0.0% 112 +1,352 26.13% Q2 2026 Jul 23, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 6,304 211 0.0% 113 +6,304 New Q2 2026 Sep 09, 2026
CAPTRUST FINANCIAL ADVISORS History New 6,211 208 0.0% 114 +6,211 New Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 6,095 204 0.0% 115 +6,095 New Q2 2026 Aug 14, 2026
Chung Wu Investment Group, LLC History New 4,800 160 0.11% 116 +4,800 New Q2 2026 Jul 31, 2026
Vanguard Investments Australia, Ltd. History No change 3,895 130 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History New 2,500 83 0.0% 119 +2,500 New Q2 2026 Aug 12, 2026
KLP KAPITALFORVALTNING AS History No change 2,500 83 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 12, 2026
Covestor Ltd History Reduced 2,123 72 0.04% 0.04% 120 -137 -6.06% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History New 2,098 70 0.0% 121 +2,098 New Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 2,016 67 0.0% 0.0% 122 -319 -13.66% Q2 2026 Jul 22, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History New 1,946 65 0.0% 124 +1,946 New Q2 2026 Jul 23, 2026
Ameritas Investment Partners, Inc. History No change 1,944 65 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History New 1,325 44 0.0% 125 +1,325 New Q2 2026 Aug 13, 2026
GAMMA Investing LLC History Added to 1,119 37 0.0% 0.0% 126 +9 0.81% Q2 2026 Jul 07, 2026
Tower Research Capital LLC (TRC) History Added to 1,059 35 0.0% 0.0% 127 +342 47.7% Q2 2026 Aug 11, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 971 32 0.0% 0.0% 128 +463 91.14% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History No change 966 32 0.0% 0.0% 129 0 0.0% Q2 2026 Jul 23, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 950 31 0.0% 0.0% 130 -56 -5.57% Q2 2026 Aug 07, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 768 25 0.0% 0.0% 131 -73 -8.68% Q2 2026 Aug 10, 2026
CWM, LLC History No change 894 21 0.0% 0.0% 132 0 0.0% Q1 2026 May 14, 2026
Persistent Asset Partners Ltd History New 152 18 0.01% 133 +152 New Q2 2026 Aug 06, 2026
Quantbot Technologies LP History New 515 17 0.0% 134 +515 New Q2 2026 Aug 12, 2026
Amova Asset Management Americas, Inc. History New 507 16 0.0% 135 +507 New Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History New 362 12 0.0% 136 +362 New Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History No change 322 10 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 07, 2026
Versant Capital Management, Inc History No change 261 8 0.0% 0.0% 138 0 0.0% Q2 2026 Jul 02, 2026
Arax Advisory Partners History New 236 7 0.0% 140 +236 New Q2 2026 Aug 10, 2026
US BANCORP \DE\ History Added to 220 7 0.0% 0.0% 139 +23 11.68% Q2 2026 Aug 12, 2026
Sterling Capital Management LLC History Reduced 200 6 0.0% 0.0% 141 -512 -71.91% Q2 2026 Jul 28, 2026
Larson Financial Group LLC History Reduced 196 6 0.0% 0.0% 142 -8 -3.92% Q2 2026 Aug 14, 2026
N.E.W. Advisory Services LLC History No change 180 6 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 155 5 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
Aster Capital Management (DIFC) Ltd History New 102 3 0.0% 146 +102 New Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 104 3 0.0% 0.0% 145 -31 -22.96% Q2 2026 Jul 02, 2026
Caitong International Asset Management Co., Ltd History Added to 77 2 0.0% 148 +39 102.63% Q2 2026 Aug 04, 2026
EverSource Wealth Advisors, LLC History Reduced 64 2 0.0% 0.0% 147 -4 -5.88% Q2 2026 Jul 24, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 45 1 0.0% 0.0% 150 +2 4.65% Q2 2026 Aug 07, 2026
ROTHSCHILD INVESTMENT LLC History No change 30 1 0.0% 149 0 0.0% Q2 2026 Aug 06, 2026
SBI Securities Co., Ltd. History No change 55 1 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Financial Management LLC History No change 52 1 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 28, 2026
BVF INC/IL History Closed out 0 0 1.04% -1,353,249 -100.0% Q2 2026 Aug 14, 2026
Venrock Adviser, LLC History Closed out 0 0 0.45% -506,056 -100.0% Q2 2026 Aug 14, 2026
Checkpoint Capital L.P. History Closed out 0 0 0.86% -100,300 -100.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -39,840 -100.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.01% -25,770 -100.0% Q2 2026 Jul 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Closed out 0 0 0.0% -24,000 -100.0% Q2 2026 Aug 14, 2026
VARCOV Co. History Closed out 0 0 0.15% -16,752 -100.0% Q2 2026 Aug 14, 2026
Numerai GP LLC History Closed out 0 0 0.04% -15,082 -100.0% Q2 2026 Aug 14, 2026
EntryPoint Capital, LLC History Closed out 0 0 0.09% -12,776 -100.0% Q2 2026 Aug 13, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -12,343 -100.0% Q2 2026 Aug 14, 2026
Seven Fleet Capital Management LP History Closed out 0 0 0.09% -11,445 -100.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Closed out 0 0 0.0% -3,374 -100.0% Q2 2026 Aug 17, 2026
Ameritas Advisory Services, LLC History New 18 0 +18 New Q2 2026 Aug 14, 2026
Allworth Financial LP History Reduced 1 0 -16 -94.12% Q2 2026 Aug 11, 2026
NATIONAL BANK OF CANADA /FI/ History New 7 0 +7 New Q2 2026 Aug 10, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 -7 -100.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Closed out 0 0 -7 -100.0% Q2 2026 Jul 17, 2026
SJS Investment Consulting Inc. History New 6 0 +6 New Q2 2026 Jul 22, 2026
MAI Capital Management History Closed out 0 0 -6 -100.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History New 3 0 +3 New Q2 2026 Aug 06, 2026
Silver Grove Financial Group, Inc. History New 1 0 +1 New Q2 2026 Aug 13, 2026
Fortitude Family Office, LLC History No change 20 0 0 0.0% Q2 2026 Jul 20, 2026