Sagimet Biosciences Inc. - SGMT
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 | 6,575,788 | 50,830 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 3,626,113 | 28,029 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 3,000,652 | 23,195 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERARC CAPITAL MANAGEMENT, LLC | History | No change | 2,927,698 | 22,631 | 2.35% | 2.35% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,566,272 | 19,837 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BVF INC/IL | History | No change | 2,500,000 | 19,325 | 0.49% | 0.49% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caligan Partners LP | History | No change | 2,500,000 | 19,325 | 0.91% | 0.91% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Affinity Asset Advisors, LLC | History | No change | 2,497,864 | 19,308 | 0.87% | 0.87% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 2,086,715 | 16,130 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT POINT PARTNERS LLC | History | No change | 2,029,933 | 15,691 | 2.97% | 2.97% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 1,995,092 | 15,422 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Saturn V Capital Management LP | History | No change | 1,479,918 | 11,439 | 1.64% | 1.64% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,444,019 | 11,165 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Owl Capital Holdings LP | History | No change | 1,260,544 | 9,744 | 1.47% | 1.47% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAKER BROS. ADVISORS LP | History | No change | 952,996 | 7,366 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 937,025 | 7,243 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 847,700 | 6,552 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 759,086 | 5,867 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HHLR ADVISORS, LTD. | History | No change | 724,800 | 5,602 | 0.67% | 0.67% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 527,478 | 5,208 | 0.0% | 0.0% | 20 | +129,506 | 32.54% | Q3 2026 | Nov 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 581,217 | 4,492 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestal Point Capital, LP | History | No change | 535,452 | 4,139 | 0.1% | 0.1% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 486,650 | 3,761 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 468,385 | 3,620 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 464,095 | 3,587 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 437,500 | 3,381 | 0.15% | 0.15% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | History | No change | 415,000 | 3,207 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seven Fleet Capital Management LP | History | No change | 403,545 | 3,119 | 0.51% | 0.51% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 403,482 | 3,118 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 400,838 | 3,098 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 346,927 | 2,681 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atom Investors LP | History | No change | 346,018 | 2,674 | 0.24% | 0.24% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 339,930 | 2,627 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 332,023 | 2,566 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 289,933 | 2,241 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Palo Alto Investors LP | History | No change | 250,000 | 1,932 | 0.27% | 0.27% | 36 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Rock Springs Capital Management LP | History | No change | 250,000 | 1,932 | 0.09% | 0.09% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 227,931 | 1,761 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pale Fire Capital SE | History | No change | 221,875 | 1,715 | 0.12% | 0.12% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 221,541 | 1,712 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 200,648 | 1,551 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 175,872 | 1,359 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 166,667 | 1,288 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sofinnova Investments, Inc. | History | No change | 166,667 | 1,288 | 0.07% | 0.07% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 143,684 | 1,110 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 140,637 | 1,087 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 109,390 | 1,080 | 0.27% | 0.3% | 47 | +140 | 0.13% | Q3 2026 | Oct 16, 2026 |
| Propel Bio Management, LLC | History | No change | 125,878 | 973 | 0.51% | 0.51% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 97,000 | 958 | 0.0% | 0.0% | 49 | +23,200 | 31.44% | Q3 2026 | Nov 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 120,036 | 927 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 102,227 | 790 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RB Capital Management, LLC | History | No change | 97,000 | 749 | 0.15% | 0.15% | 52 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GROUP ONE TRADING LLC | History | No change | 96,200 | 743 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 66,414 | 656 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 81,902 | 633 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AWM Investment Company, Inc. | History | No change | 80,000 | 618 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | New | 62,477 | 617 | 0.03% | — | 57 | +62,477 | New | Q3 2026 | Oct 22, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 76,095 | 588 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 74,339 | 574 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DUMAC, INC. | History | No change | 71,192 | 550 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 67,800 | 524 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 63,996 | 494 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 58,202 | 449 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hudson Bay Capital Management LP | History | No change | 49,783 | 384 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 48,883 | 378 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 47,604 | 367 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 42,770 | 331 | 0.07% | 0.07% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 40,800 | 315 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 40,200 | 310 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 38,800 | 299 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 36,818 | 284 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MetLife Investment Management, LLC | History | No change | 35,682 | 275 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 34,731 | 268 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 25,376 | 250 | 0.0% | 0.0% | 74 | -27,463 | -51.97% | Q3 2026 | Nov 04, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 30,117 | 232 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 28,930 | 225 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rafferty Asset Management, LLC | History | No change | 27,326 | 211 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 26,750 | 206 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 19,737 | 195 | 0.01% | 0.0% | 79 | +5,234 | 36.09% | Q3 2026 | Oct 28, 2026 |
| Abacus Planning Group, Inc. | History | No change | 18,064 | 178 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| SummitTX Capital, L.P. | History | No change | 22,712 | 175 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 22,177 | 171 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RPG Investment Advisory, LLC | History | No change | 17,350 | 171 | 0.03% | 0.01% | 83 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 21,758 | 168 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 21,376 | 165 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | New | 16,317 | 161 | 0.0% | — | 86 | +16,317 | New | Q3 2026 | Nov 02, 2026 |
| Cresset Asset Management, LLC | History | No change | 20,079 | 155 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 19,182 | 148 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 17,331 | 133 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Baird Financial Group, Inc. | History | No change | 15,677 | 121 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 15,308 | 118 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| 1492 Capital Management LLC | History | No change | 15,000 | 115 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 14,877 | 114 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 14,100 | 108 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Man Group plc | History | No change | 13,856 | 107 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| T3 Companies, LLC | History | New | 10,700 | 105 | 0.1% | — | 96 | +10,700 | New | Q3 2026 | Oct 22, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 11,238 | 104 | 0.01% | 0.0% | 97 | +1,500 | 15.4% | Q3 2026 | Oct 27, 2026 |
| Cetera Investment Advisers | History | No change | 13,000 | 100 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 12,865 | 99 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 18,200 | 95 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 11,935 | 92 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 12,000 | 92 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 11,631 | 89 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Persistent Asset Partners Ltd | History | No change | 10,369 | 80 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFG Investments, LLC | History | No change | 10,000 | 77 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Legal & General Group Plc | History | No change | 5,699 | 44 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,333 | 41 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fulcrum Asset Management LLP | History | New | 4,018 | 37 | 0.0% | — | 108 | +4,018 | New | Q3 2026 | Nov 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 4,699 | 36 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 3,147 | 31 | 0.0% | 0.0% | 110 | +411 | 15.02% | Q3 2026 | Oct 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,000 | 23 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,830 | 22 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 2,640 | 20 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,760 | 17 | 0.0% | 0.0% | 114 | +1,341 | 320.05% | Q3 2026 | Oct 22, 2026 |
| Quantbot Technologies LP | History | No change | 2,303 | 17 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,043 | 15 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,316 | 13 | 0.0% | 0.0% | 117 | +106 | 8.76% | Q3 2026 | Oct 26, 2026 |
| Parallel Advisors, LLC | History | No change | 849 | 8 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,000 | 7 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Wyoming | History | Reduced | 624 | 6 | 0.0% | 0.01% | 121 | -6,162 | -90.8% | Q3 2026 | Oct 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 809 | 6 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| GAMMA Investing LLC | History | New | 503 | 4 | 0.0% | — | 123 | +503 | New | Q3 2026 | Oct 08, 2026 |
| Pacer Advisors, Inc. | History | No change | 456 | 4 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 317 | 3 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 253 | 2 | 0.0% | — | 126 | +253 | New | Q3 2026 | Oct 23, 2026 |
| Rialto Wealth Management, LLC | History | No change | 359 | 2 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | New | 125 | 1 | 0.0% | — | 127 | +125 | New | Q3 2026 | Oct 27, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q3 2026 | Oct 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 69 | 0 | — | — | — | -48 | -41.03% | Q3 2026 | Oct 21, 2026 |
| Root Financial Partners, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q3 2026 | Oct 21, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q3 2026 | Oct 08, 2026 |
| Hughes Financial Services, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 30, 2026 |
| Arax Advisory Partners | History | No change | 115 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 128 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |