Summit Therapeutics Inc. - SMMT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | History | Reduced | 32,786,348 | 477,697 | 2.39% | 3.96% | 1 | -3,604,715 | -9.91% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 10,043,947 | 146,340 | 0.01% | 0.01% | 2 | -809,252 | -7.46% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 9,536,796 | 138,951 | 0.0% | 0.0% | 3 | +2,508,636 | 35.69% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | Reduced | 9,529,041 | 138,838 | 0.0% | 0.0% | 4 | -124,717 | -1.29% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 5,734,484 | 83,551 | 0.0% | 0.0% | 5 | +22,682 | 0.4% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 5,306,198 | 77,311 | 0.01% | 0.01% | 6 | +1,605,883 | 43.4% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 5,042,190 | 73,464 | 0.0% | 0.01% | 7 | -191,062 | -3.65% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 4,513,399 | 65,760 | 0.01% | 0.0% | 8 | +4,202,671 | 1352.52% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 3,893,820 | 56,734 | 0.01% | 0.02% | 9 | -4,384,039 | -52.96% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 3,697,803 | 53,876 | 0.06% | 0.02% | 10 | +2,896,717 | 361.6% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,427,263 | 49,950 | 0.0% | 0.0% | 11 | +111,409 | 3.36% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,875,116 | 41,890 | 0.0% | 0.0% | 12 | +1,814,173 | 171.0% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,401,039 | 34,983 | 0.0% | 0.01% | 13 | -9,694 | -0.4% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,349,081 | 34,226 | 0.01% | 0.0% | 14 | +2,222,808 | 1760.32% | Q2 2026 | Aug 14, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 1,989,591 | 28,988 | 0.04% | — | 15 | +1,989,591 | New | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,904,254 | 27,744 | 0.03% | 0.01% | 16 | +1,355,919 | 247.28% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 1,831,636 | 26,686 | 0.03% | 0.01% | 17 | +1,217,759 | 198.37% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | Added to | 1,693,626 | 24,676 | 0.03% | 0.02% | 18 | +1,028,262 | 154.54% | Q2 2026 | Jul 31, 2026 |
| MORGAN STANLEY | History | Reduced | 1,450,019 | 21,126 | 0.0% | 0.0% | 19 | -200,572 | -12.15% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | New | 1,382,519 | 20,143 | 0.0% | — | 20 | +1,382,519 | New | Q2 2026 | Aug 12, 2026 |
| Logos Global Management LP | History | New | 1,350,000 | 19,669 | 0.85% | — | 21 | +1,350,000 | New | Q2 2026 | Aug 14, 2026 |
| Octagon Capital Advisors LP | History | New | 1,250,000 | 18,212 | 1.64% | — | 22 | +1,250,000 | New | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,243,556 | 18,118 | 0.01% | 0.03% | 23 | -998,673 | -44.54% | Q2 2026 | Aug 14, 2026 |
| Kynam Capital Management, LP | History | New | 1,200,000 | 17,484 | 0.97% | — | 24 | +1,200,000 | New | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 1,134,299 | 16,434 | 0.02% | 0.03% | 25 | -188,880 | -14.27% | Q2 2026 | Jul 30, 2026 |
| DIADEMA PARTNERS LP | History | New | 1,120,200 | 16,321 | 2.06% | — | 26 | +1,120,200 | New | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | Added to | 1,016,677 | 14,812 | 0.06% | 0.03% | 27 | +332,055 | 48.5% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 976,851 | 14,232 | 0.0% | 0.0% | 28 | +15,984 | 1.66% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 966,585 | 14,083 | 0.0% | 0.0% | 29 | +32,191 | 3.45% | Q2 2026 | Aug 13, 2026 |
| APEIRON CAPITAL Ltd | History | Reduced | 961,866 | 14,014 | 9.0% | 23.21% | 30 | -347,275 | -26.53% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 864,983 | 12,602 | 0.0% | 0.0% | 31 | +266,291 | 44.48% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 835,963 | 11,970 | 0.01% | 0.0% | 32 | +584,572 | 232.53% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 744,000 | 10,840 | 0.0% | 0.0% | 33 | +394,067 | 112.61% | Q2 2026 | Aug 03, 2026 |
| Rock Springs Capital Management LP | History | Added to | 715,000 | 10,417 | 0.51% | 0.79% | 34 | +5,000 | 0.7% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 696,714 | 10,151 | 0.01% | 0.02% | 35 | -284,471 | -28.99% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 633,794 | 9,234 | 0.0% | 0.0% | 36 | +52,194 | 8.97% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 633,700 | 9,233 | 0.0% | 0.0% | 37 | +333,800 | 111.3% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 577,190 | 8,409 | 0.01% | 0.01% | 38 | +101,949 | 21.45% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 542,178 | 7,899 | 0.0% | 0.0% | 39 | +98,421 | 22.18% | Q2 2026 | Aug 14, 2026 |
| Candriam S.C.A. | History | Reduced | 532,432 | 7,750 | 0.03% | 0.05% | 40 | -8,230 | -1.52% | Q2 2026 | Aug 13, 2026 |
| Caption Management, LLC | History | Added to | 528,700 | 7,703 | 0.04% | 0.03% | 41 | +268,700 | 103.35% | Q2 2026 | Aug 14, 2026 |
| Elmind Capital, LP | History | New | 493,820 | 7,194 | 1.81% | — | 42 | +493,820 | New | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 441,934 | 6,438 | 0.0% | 0.0% | 43 | +79,076 | 21.79% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 431,299 | 6,284 | 0.0% | 0.0% | 44 | +26,620 | 6.58% | Q2 2026 | Aug 06, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 431,028 | 6,280 | 0.02% | 0.0% | 45 | +372,756 | 639.68% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 426,084 | 6,208 | 0.01% | 0.01% | 46 | -530,810 | -55.47% | Q2 2026 | Aug 04, 2026 |
| Invesco Ltd. | History | Reduced | 416,847 | 6,073 | 0.0% | 0.0% | 47 | -109,256 | -20.77% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | Added to | 389,618 | 5,676 | 0.05% | 0.03% | 48 | +273,880 | 236.64% | Q2 2026 | Aug 13, 2026 |
| QVT Financial LP | History | No change | 360,524 | 5,252 | 0.31% | 0.5% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ghisallo Capital Management LLC | History | New | 350,000 | 5,099 | 0.1% | — | 50 | +350,000 | New | Q2 2026 | Aug 14, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 339,100 | 4,940 | 0.49% | — | 51 | +339,100 | New | Q2 2026 | Jul 31, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 301,650 | 4,395 | 0.01% | 0.01% | 52 | -75,931 | -20.11% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 298,000 | 4,341 | 0.0% | 0.01% | 53 | -294,810 | -49.73% | Q2 2026 | Sep 09, 2026 |
| Nuveen, LLC | History | Added to | 294,867 | 4,296 | 0.0% | 0.0% | 54 | +50,875 | 20.85% | Q2 2026 | Aug 11, 2026 |
| IMC-Chicago, LLC | History | Added to | 291,600 | 4,248 | 0.0% | 0.0% | 55 | +141,800 | 94.66% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 274,894 | 4,005 | 0.0% | 0.0% | 56 | +225,854 | 460.55% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 269,268 | 3,923 | 0.0% | 0.0% | 57 | +155,058 | 135.77% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | New | 244,553 | 3,561 | 0.01% | — | 58 | +244,553 | New | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 243,607 | 3,549 | 0.23% | 0.14% | 59 | +162,827 | 201.57% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 239,347 | 3,487 | 0.0% | 0.0% | 60 | +1,559 | 0.66% | Q2 2026 | Aug 07, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 229,259 | 3,340 | 0.0% | 0.02% | 61 | -206,622 | -47.4% | Q2 2026 | Aug 14, 2026 |
| Polymer Capital Management (HK) LTD | History | Added to | 224,853 | 3,276 | 0.17% | 0.22% | 62 | +91,819 | 69.02% | Q2 2026 | Aug 12, 2026 |
| SECTORAL ASSET MANAGEMENT INC | History | Added to | 220,180 | 3,208 | 2.24% | 1.16% | 63 | +150,565 | 216.28% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 214,507 | 3,125 | 0.01% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 210,207 | 3,062 | 0.0% | 0.0% | 65 | +161,104 | 328.09% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 208,413 | 3,036 | 0.0% | 0.0% | 66 | +88,112 | 73.24% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 206,625 | 3,010 | 0.01% | 0.02% | 67 | -52,449 | -20.24% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 199,390 | 2,905 | 0.0% | 0.0% | 68 | +69,153 | 53.1% | Q2 2026 | Aug 12, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Added to | 193,582 | 2,820 | 0.3% | 0.41% | 69 | +1,710 | 0.89% | Q2 2026 | Jul 23, 2026 |
| ADAR1 Capital Management, LLC | History | Added to | 191,869 | 2,795 | 0.13% | 0.1% | 70 | +100,000 | 108.85% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | New | 184,013 | 2,681 | 0.02% | — | 71 | +184,013 | New | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 170,338 | 2,481 | 0.0% | 0.0% | 72 | +86,418 | 102.98% | Q2 2026 | Aug 12, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 133,527 | 1,945 | 0.12% | 0.2% | 73 | -4,069 | -2.96% | Q2 2026 | Jul 24, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 127,978 | 1,863 | 0.0% | 0.0% | 74 | +39,482 | 44.61% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 126,895 | 1,848 | 0.0% | 0.0% | 75 | -2,647 | -2.04% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | New | 120,560 | 1,783 | 0.0% | — | 76 | +120,560 | New | Q2 2026 | Aug 14, 2026 |
| TEMA ETFS LLC | History | Added to | 121,097 | 1,764 | 0.06% | 0.15% | 78 | +1,566 | 1.31% | Q2 2026 | Jul 10, 2026 |
| Tidal Investments LLC | History | Added to | 121,097 | 1,764 | 0.0% | 0.0% | 77 | +783 | 0.65% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | Added to | 114,505 | 1,668 | 0.0% | 0.0% | 79 | +719 | 0.63% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 113,452 | 1,652 | 0.0% | 0.0% | 80 | +39,617 | 53.66% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 104,625 | 1,524 | 0.0% | 0.0% | 81 | -3,334 | -3.09% | Q2 2026 | Aug 12, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 100,549 | 1,464 | 0.04% | 0.08% | 82 | -12,377 | -10.96% | Q2 2026 | Aug 11, 2026 |
| Affinity Asset Advisors, LLC | History | New | 100,000 | 1,457 | 0.07% | — | 83 | +100,000 | New | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 98,114 | 1,429 | 0.01% | 0.01% | 84 | +3,720 | 3.94% | Q2 2026 | Aug 18, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 94,229 | 1,372 | 0.0% | 0.0% | 85 | -1,780 | -1.85% | Q2 2026 | Aug 10, 2026 |
| AXQ CAPITAL, LP | History | Added to | 93,624 | 1,364 | 0.15% | 0.12% | 86 | +46,356 | 98.07% | Q2 2026 | Aug 06, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 91,557 | 1,333 | 0.0% | 0.0% | 87 | +69,052 | 306.83% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 90,338 | 1,316 | 0.0% | 0.0% | 88 | +10,642 | 13.35% | Q2 2026 | Aug 13, 2026 |
| Wealth Management Partners, LLC | History | Added to | 89,274 | 1,300 | 0.31% | 0.35% | 89 | +25,490 | 39.96% | Q2 2026 | Jul 22, 2026 |
| XTX Topco Ltd | History | New | 81,402 | 1,186 | 0.02% | — | 90 | +81,402 | New | Q2 2026 | Aug 14, 2026 |
| Seven Fleet Capital Management LP | History | New | 73,300 | 1,090 | 0.18% | — | 91 | +73,300 | New | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 68,169 | 1,065 | 0.0% | 0.0% | 92 | +3,615 | 5.6% | Q2 2026 | Aug 12, 2026 |
| NICOLET BANKSHARES INC | History | New | 72,593 | 1,057 | 0.03% | — | 93 | +72,593 | New | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | New | 67,871 | 988 | 0.01% | — | 95 | +67,871 | New | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 67,835 | 988 | 0.01% | 0.01% | 94 | +1,433 | 2.16% | Q2 2026 | Aug 12, 2026 |
| VARCOV Co. | History | Added to | 63,957 | 931 | 0.35% | 0.17% | 96 | +40,448 | 172.05% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 62,734 | 914 | 0.01% | 0.03% | 97 | -49,160 | -43.93% | Q2 2026 | Aug 12, 2026 |
| Bridgefront Capital, LLC | History | New | 60,416 | 880 | 0.23% | — | 98 | +60,416 | New | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 60,337 | 879 | 0.01% | 0.01% | 99 | +7,718 | 14.67% | Q2 2026 | Jul 23, 2026 |
| Assenagon Asset Management S.A. | History | No change | 59,621 | 868 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 59,105 | 861 | 0.0% | 0.0% | 101 | -2,031 | -3.32% | Q2 2026 | Aug 13, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 57,527 | 838 | 0.0% | 0.0% | 102 | +7,520 | 15.04% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | Added to | 57,017 | 830 | 0.03% | 0.02% | 103 | +35,234 | 161.75% | Q2 2026 | Aug 13, 2026 |
| Persistent Asset Partners Ltd | History | New | 18,016 | 823 | 0.25% | — | 104 | +18,016 | New | Q2 2026 | Aug 06, 2026 |
| Verition Fund Management LLC | History | Added to | 56,200 | 818 | 0.0% | 0.0% | 105 | +20,037 | 55.41% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | Added to | 55,500 | 809 | 0.0% | 0.0% | 106 | +10,900 | 24.44% | Q2 2026 | Jul 10, 2026 |
| Hudson Bay Capital Management LP | History | New | 54,950 | 800 | 0.0% | — | 107 | +54,950 | New | Q2 2026 | Aug 14, 2026 |
| Machina Capital S.A.S. | History | Added to | 54,875 | 799 | 0.13% | 0.1% | 108 | +28,676 | 109.45% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 53,777 | 783 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DnB Asset Management AS | History | Reduced | 49,305 | 718 | 0.0% | 0.0% | 110 | -1,253 | -2.48% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 46,320 | 674 | 0.0% | 0.0% | 111 | -1,347 | -2.83% | Q2 2026 | Aug 14, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Added to | 46,176 | 672 | 0.05% | 0.05% | 112 | +8,500 | 22.56% | Q2 2026 | Jul 31, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 45,786 | 667 | 0.0% | 0.0% | 113 | +6,939 | 17.86% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 45,164 | 658 | 0.0% | — | 114 | +45,164 | New | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 44,097 | 642 | 0.0% | 0.0% | 115 | +24,416 | 124.06% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 41,693 | 607 | 0.0% | 0.0% | 116 | +23,707 | 131.81% | Q2 2026 | Aug 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 38,501 | 560 | 0.0% | 0.0% | 117 | +4,502 | 13.24% | Q2 2026 | Aug 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 37,800 | 550 | 0.0% | 0.01% | 118 | -357,288 | -90.43% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | New | 36,609 | 533 | 0.02% | — | 119 | +36,609 | New | Q2 2026 | Aug 12, 2026 |
| State of Wyoming | History | New | 35,973 | 524 | 0.05% | — | 120 | +35,973 | New | Q2 2026 | Aug 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 35,876 | 522 | 0.0% | 0.0% | 121 | -6,507 | -15.35% | Q2 2026 | Jul 22, 2026 |
| E Fund Management Co., Ltd. | History | Reduced | 30,468 | 443 | 0.01% | 0.18% | 122 | -281,357 | -90.23% | Q2 2026 | Aug 10, 2026 |
| HUB Investment Partners, LLC | History | New | 30,197 | 439 | 0.01% | — | 123 | +30,197 | New | Q2 2026 | Jul 31, 2026 |
| Cinctive Capital Management LP | History | New | 29,871 | 435 | 0.02% | — | 124 | +29,871 | New | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | Added to | 29,800 | 434 | 0.0% | 0.0% | 125 | +7,600 | 34.23% | Q2 2026 | Sep 02, 2026 |
| Cetera Investment Advisers | History | Reduced | 28,901 | 421 | 0.0% | 0.0% | 126 | -837 | -2.81% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 22,004 | 417 | 0.0% | 0.0% | 127 | +2,151 | 10.83% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 28,611 | 416 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 25,840 | 376 | 0.01% | 0.01% | 129 | +200 | 0.78% | Q2 2026 | Aug 10, 2026 |
| Summit Trail Advisors, LLC | History | New | 25,585 | 372 | 0.0% | — | 130 | +25,585 | New | Q2 2026 | Aug 11, 2026 |
| ProShare Advisors LLC | History | Reduced | 25,451 | 370 | 0.0% | 0.0% | 131 | -9,235 | -26.62% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 25,301 | 368 | 0.0% | 0.01% | 132 | -25,015 | -49.72% | Q2 2026 | Jul 17, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 24,477 | 356 | 0.1% | — | 133 | +24,477 | New | Q2 2026 | Aug 14, 2026 |
| CIBC Asset Management Inc | History | No change | 24,289 | 353 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | Added to | 24,044 | 350 | 0.0% | 0.0% | 135 | +23,939 | 22799.05% | Q2 2026 | Aug 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 24,002 | 343 | 0.0% | 0.0% | 136 | +5,645 | 30.75% | Q2 2026 | Aug 14, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 23,355 | 340 | 0.08% | 0.08% | 137 | +7,836 | 50.49% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | Added to | 23,219 | 338 | 0.0% | 0.0% | 138 | +21,369 | 1155.08% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 22,817 | 332 | 0.0% | 0.0% | 139 | +1,913 | 9.15% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | New | 22,261 | 324 | 0.0% | — | 140 | +22,261 | New | Q2 2026 | Aug 07, 2026 |
| XPONANCE LLC | History | Added to | 21,888 | 318 | 0.0% | 0.0% | 141 | +1,813 | 9.03% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | Added to | 20,408 | 297 | 0.0% | 0.0% | 142 | +20,111 | 6771.38% | Q2 2026 | Aug 14, 2026 |
| VANCE WEALTH, LLC | History | No change | 19,983 | 291 | 0.07% | 0.11% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Q3 Asset Management | History | No change | 19,950 | 290 | 0.05% | 0.09% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Reduced | 18,247 | 265 | 0.0% | 0.0% | 145 | -13,645 | -42.79% | Q2 2026 | Aug 14, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | New | 17,975 | 261 | 0.03% | — | 146 | +17,975 | New | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 17,897 | 260 | 0.0% | 0.0% | 147 | -44,638 | -71.38% | Q2 2026 | Aug 14, 2026 |
| nVerses Capital, LLC | History | New | 17,749 | 258 | 0.4% | — | 148 | +17,749 | New | Q2 2026 | Aug 04, 2026 |
| Bayesian Capital Management, LP | History | New | 17,200 | 250 | 0.16% | — | 149 | +17,200 | New | Q2 2026 | Aug 14, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 16,404 | 239 | 0.0% | 0.01% | 150 | -316 | -1.89% | Q2 2026 | Aug 07, 2026 |
| New World Advisors LLC | History | New | 16,361 | 238 | 0.04% | — | 151 | +16,361 | New | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 15,727 | 229 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 12,009 | 227 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bellevue Group AG | History | Reduced | 15,279 | 222 | 0.0% | 0.01% | 154 | -579 | -3.65% | Q2 2026 | Aug 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 14,693 | 214 | 0.0% | 0.0% | 155 | -4,828 | -24.73% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 13,884 | 202 | 0.0% | 0.0% | 156 | +287 | 2.11% | Q2 2026 | Aug 13, 2026 |
| Three Seasons Wealth, LLC | History | No change | 12,869 | 187 | 0.02% | 0.09% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blankinship & Foster, LLC | History | No change | 12,777 | 186 | 0.04% | 0.05% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Janney Montgomery Scott LLC | History | New | 12,562 | 183 | 0.0% | — | 159 | +12,562 | New | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 12,491 | 181 | 0.02% | — | 160 | +12,491 | New | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | New | 11,987 | 174 | 0.0% | — | 161 | +11,987 | New | Q2 2026 | Aug 14, 2026 |
| Blackstone Inc. | History | New | 11,754 | 171 | 0.0% | — | 162 | +11,754 | New | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 11,423 | 166 | 0.01% | — | 163 | +11,423 | New | Q2 2026 | Aug 06, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 11,123 | 162 | 0.0% | 0.0% | 164 | +139 | 1.27% | Q2 2026 | Aug 13, 2026 |
| SummitTX Capital, L.P. | History | New | 10,809 | 157 | 0.0% | — | 165 | +10,809 | New | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 10,442 | 152 | 0.0% | — | 166 | +10,442 | New | Q2 2026 | Aug 13, 2026 |
| Sage Mountain Advisors LLC | History | New | 10,000 | 145 | 0.01% | — | 168 | +10,000 | New | Q2 2026 | Aug 05, 2026 |
| Willis Investment Counsel | History | No change | 10,000 | 145 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 9,176 | 133 | 0.0% | 0.0% | 169 | +295 | 3.32% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 7,951 | 116 | 0.0% | 0.0% | 170 | +529 | 7.13% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | New | 7,634 | 111 | 0.0% | — | 171 | +7,634 | New | Q2 2026 | Sep 08, 2026 |
| MetLife Investment Management, LLC | History | Added to | 7,508 | 109 | 0.0% | 0.0% | 172 | +322 | 4.48% | Q2 2026 | Aug 13, 2026 |
| Havemeyer Place LP | History | Reduced | 6,120 | 89 | 0.01% | 0.14% | 173 | -55,869 | -90.13% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 5,536 | 80 | 0.01% | — | 174 | +5,536 | New | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,255 | 76 | 0.0% | 0.0% | 175 | -143 | -2.65% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,062 | 73 | 0.0% | 0.0% | 176 | +1,330 | 35.64% | Q2 2026 | Aug 05, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 5,000 | 72 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,859 | 54 | 0.0% | 0.0% | 178 | +2,823 | 272.49% | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | History | New | 3,451 | 50 | 0.0% | — | 179 | +3,451 | New | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,140 | 45 | 0.0% | 0.0% | 180 | +2,996 | 2080.56% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,909 | 42 | 0.0% | 0.0% | 181 | +686 | 30.86% | Q2 2026 | Aug 10, 2026 |
| STRS OHIO | History | Added to | 2,848 | 41 | 0.0% | 0.0% | 182 | +54 | 1.93% | Q2 2026 | Jul 30, 2026 |
| ADIRONDACK TRUST CO | History | No change | 2,500 | 36 | 0.01% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Truvestments Capital LLC | History | Reduced | 2,470 | 35 | 0.01% | 0.01% | 184 | -133 | -5.11% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,907 | 27 | 0.0% | 0.0% | 185 | -4,484 | -70.16% | Q2 2026 | Aug 24, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,730 | 25 | 0.0% | 0.0% | 186 | -104 | -5.67% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,668 | 24 | 0.0% | 0.0% | 187 | +29 | 1.77% | Q2 2026 | Jul 07, 2026 |
| CWM, LLC | History | No change | 1,131 | 21 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ball & Co Wealth Management Inc. | History | No change | 1,500 | 21 | 0.01% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,311 | 19 | 0.0% | 0.01% | 190 | -22,392 | -94.47% | Q2 2026 | Aug 11, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | Added to | 1,334 | 19 | 0.01% | 0.01% | 191 | +380 | 39.83% | Q2 2026 | Jul 22, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 1,000 | 14 | 0.0% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 891 | 12 | 0.0% | 0.0% | 193 | +55 | 6.58% | Q2 2026 | Jul 28, 2026 |
| Golden State Wealth Management, LLC | History | No change | 828 | 12 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OSSIAM | History | New | 733 | 10 | 0.0% | — | 195 | +733 | New | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 686 | 9 | 0.0% | — | 198 | +686 | New | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | Reduced | 591 | 9 | 0.0% | 0.0% | 196 | -257 | -30.31% | Q2 2026 | Jul 01, 2026 |
| Smartleaf Asset Management LLC | History | No change | 662 | 9 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 514 | 7 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 501 | 7 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LRI Investments, LLC | History | No change | 500 | 7 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rakuten Securities, Inc. | History | Added to | 465 | 6 | 0.0% | — | 204 | +460 | 9200.0% | Q2 2026 | Aug 11, 2026 |
| WPG Advisers, LLC | History | Added to | 439 | 6 | 0.0% | 0.0% | 205 | +151 | 52.43% | Q2 2026 | Aug 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 434 | 6 | 0.0% | 0.0% | 202 | +142 | 48.63% | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | Added to | 415 | 6 | 0.0% | 0.0% | 203 | +55 | 15.28% | Q2 2026 | Aug 07, 2026 |
| Rialto Wealth Management, LLC | History | New | 396 | 5 | 0.0% | — | 208 | +396 | New | Q2 2026 | Aug 11, 2026 |
| FIL Ltd | History | No change | 345 | 5 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 353 | 5 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 299 | 4 | 0.0% | 0.0% | 209 | -944 | -75.95% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 300 | 4 | 0.0% | 0.0% | 210 | -126 | -29.58% | Q2 2026 | Jul 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 268 | 3 | 0.0% | 0.0% | 211 | -8 | -2.9% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | Reduced | 172 | 2 | 0.0% | 0.0% | 214 | -98 | -36.3% | Q2 2026 | Aug 11, 2026 |
| Quent Capital, LLC | History | Added to | 155 | 2 | 0.0% | 0.0% | 216 | +50 | 47.62% | Q2 2026 | Aug 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 140 | 2 | 0.0% | 0.0% | 213 | +25 | 21.74% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 135 | 2 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 169 | 2 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | Reduced | 129 | 1 | 0.0% | 0.0% | 221 | -2,010 | -93.97% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 129 | 1 | 0.0% | 0.0% | 217 | -391 | -75.19% | Q2 2026 | Aug 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 132 | 1 | 0.0% | — | 224 | +132 | New | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 122 | 1 | 0.0% | — | 225 | +122 | New | Q2 2026 | Aug 12, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 85 | 1 | 0.0% | — | 220 | +84 | 8400.0% | Q2 2026 | Jul 16, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 78 | 1 | 0.0% | — | 222 | +77 | 7700.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 76 | 1 | 0.0% | 0.0% | 218 | -20 | -20.83% | Q2 2026 | Jul 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 74 | 1 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 81 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SUPERSTRING CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 12.09% | — | -892,873 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -256,255 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -119,655 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -100,000 | -100.0% | Q2 2026 | Aug 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -91,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NEXTBio Capital Management LP | History | Closed out | 0 | 0 | — | 0.79% | — | -89,717 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Longaeva Partners L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -57,282 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -53,964 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53,523 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -49,204 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Capstone Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.44% | — | -23,146 | -100.0% | Q2 2026 | Jul 20, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -22,400 | -100.0% | Q2 2026 | Aug 07, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,668 | -100.0% | Q2 2026 | Aug 10, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | Closed out | 0 | 0 | — | 0.2% | — | -12,136 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,991 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,533 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,400 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,786 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PSP Research LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -10,223 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Eurizon Capital SGR S.p.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,908 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 25,195 | 0 | — | 0.02% | — | +1,279 | 5.35% | Q2 2026 | Jul 31, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -831 | -100.0% | Q2 2026 | Jul 02, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q2 2026 | Jul 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Rossby Financial, LCC | History | New | 53 | 0 | — | — | — | +53 | New | Q2 2026 | Aug 04, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -44 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Manchester Capital Management LLC | History | New | 43 | 0 | — | — | — | +43 | New | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 56 | 0 | — | — | — | +36 | 180.0% | Q2 2026 | Sep 04, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 35 | 0 | — | — | — | +35 | New | Q2 2026 | Jul 20, 2026 |
| Allied Private Wealth LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q2 2026 | Jul 09, 2026 |
| Avion Wealth | History | New | 29 | 0 | — | — | — | +29 | New | Q2 2026 | Jul 31, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 10 | 0 | — | — | — | -27 | -72.97% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 23 | 0 | — | — | — | +23 | New | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | Reduced | 10 | 0 | — | — | — | -15 | -60.0% | Q2 2026 | Aug 11, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 4 | 0 | — | — | — | -14 | -77.78% | Q2 2026 | Aug 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 14 | 0 | — | — | — | +11 | 366.67% | Q2 2026 | Aug 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 16 | 0 | — | — | — | +11 | 220.0% | Q2 2026 | Jul 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q2 2026 | Jul 24, 2026 |
| UMB Bank, n.a. | History | Reduced | 16 | 0 | — | — | — | -8 | -33.33% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 10 | 0 | — | — | — | +8 | 400.0% | Q2 2026 | Aug 11, 2026 |
| True Wealth Design, LLC | History | Added to | 10 | 0 | — | — | — | +7 | 233.33% | Q2 2026 | Jul 16, 2026 |
| 1015 Capital Partners, LLC | History | Reduced | 4 | 0 | — | — | — | -6 | -60.0% | Q2 2026 | Jul 21, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Jul 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Jul 02, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 22, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 29, 2026 |
| CVA Family Office, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bell Investment Advisors, Inc | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Seneschal Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |