SANGAMO THERAPEUTICS, INC - SGMO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARMISTICE CAPITAL, LLC | History | New | 40,400,067 | 9,974 | 0.18% | — | 1 | +40,400,067 | New | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 12,000,383 | 5,040 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 12,704,408 | 3,137 | 0.0% | — | 3 | +12,704,408 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 4,343,255 | 1,824 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 6,270,441 | 1,548 | 0.0% | 0.0% | 5 | +1,514,446 | 31.84% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 5,288,097 | 1,305 | 0.0% | — | 6 | +5,288,097 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,570,862 | 1,128 | 0.0% | 0.0% | 7 | +704,836 | 18.23% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 4,547,848 | 1,122 | 0.0% | 0.0% | 8 | -23,938 | -0.52% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 3,836,665 | 947 | 0.0% | 0.01% | 9 | -4,593,658 | -54.49% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,752,363 | 682 | 0.0% | 0.0% | 10 | -403,157 | -12.78% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,570,992 | 635 | 0.0% | 0.0% | 11 | +1,546,517 | 150.96% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,352,360 | 580 | 0.0% | 0.0% | 12 | +639,029 | 37.3% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 2,310,297 | 570 | 0.0% | — | 13 | +2,310,297 | New | Q1 2026 | May 08, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 2,050,384 | 506 | 0.0% | 0.0% | 14 | +999,670 | 95.14% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,838,390 | 452 | 0.0% | 0.0% | 15 | +1,744,406 | 1856.07% | Q1 2026 | May 15, 2026 |
| ORACLE INVESTMENT MANAGEMENT INC | History | No change | 1,035,742 | 435 | 0.26% | 0.26% | 16 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| STATE STREET CORP | History | Added to | 1,694,783 | 418 | 0.0% | 0.0% | 17 | +339,200 | 25.02% | Q1 2026 | May 15, 2026 |
| LUMINUS MANAGEMENT LLC | History | Added to | 1,681,089 | 415 | 0.25% | 0.43% | 18 | +522,328 | 45.08% | Q1 2026 | May 15, 2026 |
| Ikarian Capital, LLC | History | No change | 1,218,671 | 300 | 0.02% | 0.04% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 1,045,232 | 258 | 0.0% | 0.0% | 20 | +44,940 | 4.49% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 737,867 | 182 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 706,481 | 174 | 0.0% | 0.0% | 22 | +2,025 | 0.29% | Q1 2026 | May 05, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 668,000 | 164 | 0.03% | — | 23 | +668,000 | New | Q1 2026 | Apr 09, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 598,405 | 147 | 0.0% | 0.0% | 24 | -147,374 | -19.76% | Q1 2026 | May 13, 2026 |
| MAK CAPITAL ONE LLC | History | New | 561,538 | 138 | 0.02% | — | 25 | +561,538 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 554,000 | 136 | 0.0% | 0.0% | 26 | -2,491,827 | -81.81% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 506,900 | 125 | 0.0% | 0.0% | 27 | -209,900 | -29.28% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 423,265 | 104 | 0.0% | 0.0% | 28 | -487 | -0.11% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 400,000 | 99 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 397,100 | 98 | 0.0% | 0.0% | 30 | +145,200 | 57.64% | Q1 2026 | May 15, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 227,000 | 95 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 377,287 | 93 | 0.0% | 0.0% | 32 | +186,642 | 97.9% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 361,277 | 89 | 0.0% | 0.0% | 33 | +13,239 | 3.8% | Q1 2026 | May 15, 2026 |
| Diametric Capital, LP | History | Reduced | 353,477 | 87 | 0.02% | 0.04% | 34 | -41,855 | -10.59% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 303,862 | 75 | 0.0% | — | 35 | +303,862 | New | Q1 2026 | May 14, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 295,800 | 73 | 0.03% | 0.05% | 36 | -20,000 | -6.33% | Q1 2026 | May 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 277,311 | 68 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 268,755 | 66 | 0.0% | 0.0% | 38 | +239,500 | 818.66% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 244,139 | 60 | 0.0% | 0.0% | 39 | -21,269 | -8.01% | Q1 2026 | May 15, 2026 |
| Hedges Asset Management LLC | History | No change | 125,000 | 52 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 196,100 | 48 | 0.0% | 0.0% | 41 | -251,900 | -56.23% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | Reduced | 180,500 | 44 | 0.0% | 0.03% | 42 | -215,443 | -54.41% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | No change | 163,943 | 40 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 154,061 | 38 | 0.0% | — | 45 | +154,061 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 157,811 | 38 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 150,000 | 37 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 119,400 | 29 | 0.0% | — | 48 | +119,400 | New | Q1 2026 | Apr 15, 2026 |
| Vontobel Holding Ltd. | History | Added to | 120,000 | 29 | 0.0% | 0.0% | 47 | +14,200 | 13.42% | Q1 2026 | May 08, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 113,465 | 28 | 0.0% | — | 49 | +113,465 | New | Q1 2026 | May 12, 2026 |
| Engineers Gate Manager LP | History | Added to | 94,244 | 23 | 0.0% | 0.0% | 50 | +37,690 | 66.64% | Q1 2026 | May 15, 2026 |
| R Squared Ltd | History | Reduced | 89,866 | 22 | 0.01% | 0.03% | 51 | -57,325 | -38.95% | Q1 2026 | Apr 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 72,000 | 21 | 0.0% | 0.0% | 52 | +26,700 | 58.94% | Q1 2026 | Apr 08, 2026 |
| IMC-Chicago, LLC | History | New | 74,800 | 18 | 0.0% | — | 53 | +74,800 | New | Q1 2026 | May 05, 2026 |
| Belpointe Asset Management LLC | History | New | 67,567 | 16 | 0.0% | — | 55 | +67,567 | New | Q1 2026 | Apr 28, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 68,778 | 16 | 0.0% | 0.0% | 54 | +18,421 | 36.58% | Q1 2026 | May 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 60,102 | 14 | 0.0% | 0.0% | 56 | +42,480 | 241.06% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 53,779 | 13 | 0.0% | 0.0% | 57 | -9,496 | -15.01% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 49,772 | 12 | 0.0% | 0.0% | 58 | +27,505 | 123.52% | Q1 2026 | May 05, 2026 |
| Kelsey Financial, LLC | History | Added to | 42,000 | 10 | 0.01% | 0.01% | 61 | +7,000 | 20.0% | Q1 2026 | May 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 42,040 | 10 | 0.0% | 0.0% | 59 | +4,156 | 10.97% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | No change | 41,400 | 10 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| XTX Topco Ltd | History | Reduced | 39,474 | 9 | 0.0% | 0.0% | 64 | -144,057 | -78.49% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 38,017 | 9 | 0.0% | 0.0% | 63 | +4,200 | 12.42% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 38,330 | 9 | 0.0% | 0.0% | 62 | +412 | 1.09% | Q1 2026 | May 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 32,433 | 8 | 0.0% | 0.0% | 66 | +4,390 | 15.65% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 33,809 | 8 | 0.0% | 0.0% | 65 | -200 | -0.59% | Q1 2026 | May 06, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 34,999 | 8 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 28,000 | 7 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Axiom Investment Management LLC | History | New | 25,375 | 6 | 0.0% | — | 72 | +25,375 | New | Q1 2026 | May 26, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 24,626 | 6 | 0.0% | 0.0% | 71 | +85 | 0.35% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | No change | 28,000 | 6 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sandbox Financial Partners, LLC | History | No change | 24,833 | 6 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | New | 24,000 | 5 | 0.0% | — | 73 | +24,000 | New | Q1 2026 | May 07, 2026 |
| Pasadena Private Wealth, LLC | History | New | 22,093 | 5 | 0.0% | — | 76 | +22,093 | New | Q1 2026 | Apr 22, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 21,498 | 5 | 0.0% | — | 75 | +21,498 | New | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | New | 12,848 | 5 | 0.0% | — | 74 | +12,848 | New | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 19,200 | 4 | 0.0% | — | 80 | +19,200 | New | Q1 2026 | May 08, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 18,040 | 4 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,490 | 4 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LJI Wealth Management, LLC | History | No change | 19,460 | 4 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Baader Bank Aktiengesellschaft | History | New | 22,888 | 3 | 0.0% | — | 84 | +22,888 | New | Q1 2026 | May 08, 2026 |
| PFG Investments, LLC | History | New | 16,000 | 3 | 0.0% | — | 88 | +16,000 | New | Q1 2026 | Apr 27, 2026 |
| CERTUITY, LLC | History | New | 14,700 | 3 | 0.0% | — | 86 | +14,700 | New | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 14,643 | 3 | 0.0% | — | 87 | +14,643 | New | Q1 2026 | Apr 30, 2026 |
| Signal Advisors Wealth, LLC | History | New | 14,600 | 3 | 0.0% | — | 89 | +14,600 | New | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | New | 13,509 | 3 | 0.0% | — | 85 | +13,509 | New | Q1 2026 | Apr 13, 2026 |
| Creative Planning | History | Added to | 14,840 | 3 | 0.0% | 0.0% | 81 | +1,990 | 15.49% | Q1 2026 | May 12, 2026 |
| BXM Wealth LLC | History | Reduced | 12,350 | 3 | 0.0% | 0.0% | 83 | -100 | -0.8% | Q1 2026 | Apr 23, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 15,000 | 3 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | New | 11,500 | 2 | 0.0% | — | 94 | +11,500 | New | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | No change | 11,000 | 2 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 12,000 | 2 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | No change | 10,000 | 2 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Cannon Advisors, Inc. | History | No change | 11,750 | 2 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Founders Capital Management | History | Reduced | 6,000 | 1 | 0.0% | 0.0% | 97 | -8,000 | -57.14% | Q1 2026 | Apr 21, 2026 |
| NFSG Corp | History | New | 6,000 | 1 | 0.0% | — | 100 | +6,000 | New | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,900 | 1 | 0.0% | 0.0% | 98 | +5,000 | 172.41% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,519 | 1 | 0.0% | 0.0% | 95 | +414 | 10.09% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,980 | 1 | 0.0% | 0.0% | 96 | -150 | -2.1% | Q1 2026 | May 15, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 5,600 | 1 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WASATCH ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,416,717 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -321,837 | -100.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -132,356 | -100.0% | Q1 2026 | May 14, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -111,527 | -100.0% | Q1 2026 | May 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -78,148 | -100.0% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -73,300 | -100.0% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,732 | -100.0% | Q1 2026 | May 13, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -53,600 | -100.0% | Q1 2026 | May 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,703 | -100.0% | Q1 2026 | May 15, 2026 |
| Linden Thomas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,635 | -100.0% | Q1 2026 | Apr 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | — | — | -1,388 | -100.0% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -1,126 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,000 | 0 | — | — | — | +1,000 | New | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | — | — | -400 | -100.0% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Added to | 440 | 0 | — | — | — | +340 | 340.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 200 | 0 | — | — | — | +200 | New | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -155 | -100.0% | Q1 2026 | May 01, 2026 |
| Vanguard National Trust Co | History | New | 135 | 0 | — | — | — | +135 | New | Q1 2026 | May 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,525 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 489 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 266 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,000 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 206 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Leonteq Securities AG | History | No change | 2,262 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | No change | 1,000 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 300 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | No change | 125 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Optiver Holding B.V. | History | No change | 3,200 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Activest Wealth Management | History | No change | 1,000 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 1,000 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |