Sionna Therapeutics, Inc. - SION
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RA CAPITAL MANAGEMENT, L.P. | History | No change | 9,905,045 | 435,722 | 3.79% | 3.79% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TPG GP A, LLC | History | No change | 6,494,962 | 285,713 | 5.71% | 5.71% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIKING GLOBAL INVESTORS LP | History | No change | 3,195,181 | 140,556 | 0.4% | 0.4% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas Venture Life Science Advisors, LLC | History | No change | 2,995,602 | 131,776 | 14.95% | 14.95% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ORBIMED ADVISORS LLC | History | No change | 2,555,877 | 112,433 | 2.08% | 2.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Enavate Sciences GP, LLC | History | No change | 2,478,030 | 109,008 | 31.56% | 31.56% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 1,600,000 | 70,384 | 0.1% | 0.1% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,474,769 | 64,875 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,490,508 | 64,085 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 1,172,133 | 51,562 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,156,036 | 50,854 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,132,001 | 49,796 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,021,534 | 44,937 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| PERCEPTIVE ADVISORS LLC | History | No change | 905,000 | 39,810 | 0.6% | 0.6% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | No change | 680,916 | 29,953 | 0.31% | 0.31% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Siren, L.L.C. | History | No change | 610,515 | 26,856 | 0.54% | 0.54% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 478,016 | 21,029 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | No change | 474,981 | 20,894 | 0.28% | 0.28% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 457,145 | 20,113 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAKER BROS. ADVISORS LP | History | No change | 400,000 | 17,596 | 0.09% | 0.09% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Casdin Capital, LLC | History | No change | 400,000 | 17,596 | 0.88% | 0.88% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 388,810 | 17,103 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 385,447 | 16,955 | 0.1% | 0.1% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 325,333 | 14,311 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 290,113 | 12,762 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aberdeen Group plc | History | No change | 284,138 | 12,499 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FMR LLC | History | No change | 278,292 | 12,242 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 222,949 | 9,807 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kalehua Capital Management LLC | History | No change | 197,072 | 8,669 | 6.21% | 6.21% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Longaeva Partners L.P. | History | No change | 196,352 | 8,637 | 0.19% | 0.19% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Artisan Partners Limited Partnership | History | No change | 189,498 | 8,336 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 184,532 | 8,117 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Soleus Capital Management, L.P. | History | No change | 177,687 | 7,816 | 0.27% | 0.27% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 154,476 | 6,795 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 151,047 | 6,644 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sofinnova Investments, Inc. | History | No change | 144,432 | 6,353 | 0.33% | 0.33% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 140,309 | 6,172 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 136,222 | 5,992 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GordonMD Global Investments LP | History | No change | 136,000 | 5,982 | 2.89% | 2.89% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 129,753 | 5,707 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sio Capital Management, LLC | History | No change | 127,808 | 5,622 | 0.93% | 0.93% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 1,056,885 | 5,559 | 0.12% | — | 42 | +1,056,885 | New | Q3 2026 | Oct 16, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 121,442 | 5,342 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Artia Global Partners LP | History | No change | 119,741 | 5,267 | 0.97% | 0.97% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 116,206 | 5,111 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Turn Management, LLC | History | No change | 110,493 | 4,860 | 0.52% | 0.52% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ikarian Capital, LLC | History | No change | 107,500 | 4,728 | 0.51% | 0.51% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 101,644 | 4,471 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rock Springs Capital Management LP | History | No change | 99,429 | 4,373 | 0.21% | 0.21% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 97,347 | 4,282 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rhenman & Partners Asset Management AB | History | No change | 97,100 | 4,271 | 0.4% | 0.4% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 88,908 | 3,911 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 82,232 | 3,617 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integral Health Asset Management, LLC | History | No change | 75,000 | 3,299 | 0.13% | 0.13% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUPERSTRING CAPITAL MANAGEMENT LP | History | No change | 63,156 | 2,778 | 1.75% | 1.75% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEMPOINT CAPITAL LP | History | No change | 59,426 | 2,614 | 0.45% | 0.45% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 53,353 | 2,346 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 50,000 | 2,199 | 0.09% | 0.09% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 49,328 | 2,169 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 47,396 | 2,084 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SILVERARC CAPITAL MANAGEMENT, LLC | History | No change | 42,478 | 1,868 | 0.19% | 0.19% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 42,258 | 1,858 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | No change | 41,259 | 1,814 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 38,096 | 1,675 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 37,365 | 1,643 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 35,420 | 1,558 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 32,500 | 1,429 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 31,803 | 1,399 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ishara Investments LP | History | No change | 123,000 | 1,350 | 0.99% | 0.99% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 27,000 | 1,187 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quadrature Capital Ltd | History | No change | 26,023 | 1,144 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trexquant Investment LP | History | No change | 23,810 | 1,047 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 23,586 | 1,037 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 25,450 | 1,020 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 22,575 | 993 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 22,309 | 981 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Maven Securities LTD | History | No change | 20,000 | 879 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 18,645 | 820 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 18,034 | 793 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 18,004 | 791 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shay Capital LLC | History | No change | 18,000 | 791 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 16,821 | 739 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 133,964 | 704 | 0.0% | 0.0% | 83 | +23,801 | 21.61% | Q3 2026 | Nov 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 15,800 | 695 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 15,603 | 686 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 14,852 | 653 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 12,621 | 555 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 12,599 | 554 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 12,418 | 546 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 10,972 | 482 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 10,622 | 467 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 88,580 | 465 | 0.04% | 0.0% | 92 | +88,549 | 285641.94% | Q3 2026 | Oct 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 10,582 | 463 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 10,473 | 460 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 9,535 | 419 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 9,109 | 400 | 0.09% | 0.09% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 9,044 | 397 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 7,852 | 345 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALPS ADVISORS INC | History | Added to | 59,475 | 312 | 0.0% | 0.01% | 99 | +13,950 | 30.64% | Q3 2026 | Nov 02, 2026 |
| Quarry LP | History | No change | 6,750 | 296 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 6,495 | 285 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | No change | 6,418 | 282 | 0.11% | 0.11% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 6,400 | 281 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | New | 51,954 | 273 | 0.0% | — | 104 | +51,954 | New | Q3 2026 | Nov 04, 2026 |
| Bank of New York Mellon Corp | History | Added to | 46,271 | 243 | 0.0% | 0.0% | 105 | +4,685 | 11.27% | Q3 2026 | Nov 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,438 | 239 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Squarepoint Ops LLC | History | No change | 5,415 | 238 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 5,215 | 229 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 5,218 | 229 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | New | 43,381 | 228 | 0.0% | — | 110 | +43,381 | New | Q3 2026 | Nov 02, 2026 |
| SEI INVESTMENTS CO | History | No change | 5,158 | 226 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 5,000 | 219 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 4,780 | 210 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 4,597 | 202 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 3,490 | 153 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,100 | 136 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | New | 20,000 | 105 | 0.0% | — | 117 | +20,000 | New | Q3 2026 | Oct 15, 2026 |
| Quantbot Technologies LP | History | No change | 1,820 | 80 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,673 | 73 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 13,194 | 69 | 0.0% | — | 120 | +13,194 | New | Q3 2026 | Nov 04, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 11,267 | 59 | 0.0% | — | 121 | +11,267 | New | Q3 2026 | Nov 02, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,279 | 56 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 8,249 | 42 | 0.0% | 0.02% | 123 | +1,063 | 14.79% | Q3 2026 | Oct 27, 2026 |
| Chicago Partners Investment Group LLC | History | New | 10,699 | 38 | 0.0% | — | 124 | +10,699 | New | Q3 2026 | Oct 26, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 6,667 | 35 | 0.0% | 0.0% | 125 | +5,721 | 604.76% | Q3 2026 | Oct 26, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 709 | 31 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STRS OHIO | History | Added to | 4,900 | 25 | 0.0% | 0.0% | 127 | +1,400 | 40.0% | Q3 2026 | Oct 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 568 | 25 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | History | No change | 301 | 13 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 2,310 | 12 | 0.0% | 0.0% | 130 | +291 | 14.41% | Q3 2026 | Oct 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 210 | 9 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,350 | 7 | 0.0% | — | 132 | +1,350 | New | Q3 2026 | Oct 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 1,000 | 5 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 114 | 5 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 925 | 4 | 0.0% | 0.0% | 135 | +681 | 279.1% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 605 | 3 | 0.0% | 0.0% | 137 | +540 | 830.77% | Q3 2026 | Oct 22, 2026 |
| US BANCORP \DE\ | History | Added to | 638 | 3 | 0.0% | 0.0% | 136 | +534 | 513.46% | Q3 2026 | Nov 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 716 | 3 | 0.0% | 0.0% | 138 | +520 | 265.31% | Q3 2026 | Oct 08, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 416 | 2 | 0.0% | — | 140 | +407 | 4522.22% | Q3 2026 | Oct 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 387 | 2 | 0.0% | — | 139 | +367 | 1835.0% | Q3 2026 | Nov 04, 2026 |
| State of Wyoming | History | Reduced | 262 | 1 | 0.0% | 0.0% | 143 | -542 | -67.41% | Q3 2026 | Oct 28, 2026 |
| Essential Partners LLC | History | New | 326 | 1 | 0.0% | — | 146 | +326 | New | Q3 2026 | Oct 14, 2026 |
| SIGNATUREFD, LLC | History | New | 226 | 1 | 0.0% | — | 145 | +226 | New | Q3 2026 | Oct 23, 2026 |
| Bare Financial Services, Inc | History | Added to | 224 | 1 | 0.0% | 0.0% | 144 | +187 | 505.41% | Q3 2026 | Nov 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 342 | 1 | 0.0% | 0.0% | 141 | -43 | -11.17% | Q3 2026 | Oct 20, 2026 |
| Arax Advisory Partners | History | No change | 41 | 1 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Candriam S.C.A. | History | Closed out | 0 | 0 | — | 0.05% | — | -233,208 | -100.0% | Q3 2026 | Nov 03, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -35,968 | -100.0% | Q3 2026 | Oct 23, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,140 | -100.0% | Q3 2026 | Oct 28, 2026 |
| AlphaCentric Advisors LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -4,863 | -100.0% | Q3 2026 | Nov 03, 2026 |
| True Wealth Design, LLC | History | New | 165 | 0 | — | — | — | +165 | New | Q3 2026 | Oct 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 160 | 0 | — | — | — | +160 | New | Q3 2026 | Oct 20, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 116 | 0 | — | — | — | +116 | New | Q3 2026 | Oct 30, 2026 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Root Financial Partners, LLC | History | New | 80 | 0 | — | — | — | +80 | New | Q3 2026 | Oct 21, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 70 | 0 | — | — | — | +70 | New | Q3 2026 | Oct 20, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2026 | Oct 30, 2026 |
| IFP Advisors, Inc | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Oct 16, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Ascentis Wealth Management, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Nov 03, 2026 |
| Covestor Ltd | History | Reduced | 7 | 0 | — | 0.0% | — | -5 | -41.67% | Q3 2026 | Oct 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Allworth Financial LP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |