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 | No change | 32,786,348 | 477,697 | 2.39% | 2.39% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 10,043,947 | 146,340 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 9,536,796 | 138,951 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| BlackRock, Inc. | History | No change | 9,529,041 | 138,838 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 5,734,484 | 83,551 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 5,306,198 | 77,311 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 5,042,190 | 73,464 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 4,513,399 | 65,760 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 3,893,820 | 56,734 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 3,697,803 | 53,876 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 3,427,263 | 49,950 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,875,116 | 41,890 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,401,039 | 34,983 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 2,349,081 | 34,226 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 1,989,591 | 28,988 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Candriam S.C.A. | History | Added to | 1,662,969 | 28,223 | 0.13% | 0.03% | 16 | +1,130,537 | 212.33% | Q3 2026 | Nov 03, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 1,904,254 | 27,744 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 1,831,636 | 26,686 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 1,693,626 | 24,676 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MORGAN STANLEY | History | No change | 1,450,019 | 21,126 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | No change | 1,382,519 | 20,143 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Logos Global Management LP | History | No change | 1,350,000 | 19,669 | 0.85% | 0.85% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 1,121,137 | 18,771 | 0.02% | 0.02% | 23 | -13,162 | -1.16% | Q3 2026 | Nov 03, 2026 |
| Octagon Capital Advisors LP | History | No change | 1,250,000 | 18,212 | 1.64% | 1.64% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,243,556 | 18,118 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kynam Capital Management, LP | History | No change | 1,200,000 | 17,484 | 0.97% | 0.97% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIADEMA PARTNERS LP | History | No change | 1,120,200 | 16,321 | 2.06% | 2.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | No change | 1,016,677 | 14,812 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 976,851 | 14,232 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 966,585 | 14,083 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 804,993 | 13,612 | 0.0% | 0.0% | 31 | +60,993 | 8.2% | Q3 2026 | Nov 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 864,983 | 12,602 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 835,963 | 11,970 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rock Springs Capital Management LP | History | No change | 715,000 | 10,417 | 0.51% | 0.51% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 696,714 | 10,151 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 633,794 | 9,234 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 633,700 | 9,233 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplify Asset Management Inc. | History | New | 510,106 | 8,625 | 0.14% | — | 38 | +510,106 | New | Q3 2026 | Oct 27, 2026 |
| MARSHALL WACE, LLP | History | No change | 577,190 | 8,409 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 542,178 | 7,899 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 462,571 | 7,822 | 0.0% | 0.0% | 41 | +193,303 | 71.79% | Q3 2026 | Nov 04, 2026 |
| Caption Management, LLC | History | No change | 528,700 | 7,703 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 441,650 | 7,468 | 0.72% | 0.49% | 43 | +102,550 | 30.24% | Q3 2026 | Nov 03, 2026 |
| Elmind Capital, LP | History | No change | 493,820 | 7,194 | 1.81% | 1.81% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 441,934 | 6,438 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 431,299 | 6,284 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 431,028 | 6,280 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 426,084 | 6,208 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Invesco Ltd. | History | No change | 416,847 | 6,073 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 389,618 | 5,676 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Added to | 324,017 | 5,479 | 0.59% | 0.3% | 51 | +130,435 | 67.38% | Q3 2026 | Oct 22, 2026 |
| QVT Financial LP | History | No change | 360,524 | 5,252 | 0.31% | 0.31% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ghisallo Capital Management LLC | History | No change | 350,000 | 5,099 | 0.1% | 0.1% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 301,650 | 4,395 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 298,000 | 4,341 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Nuveen, LLC | History | No change | 294,867 | 4,296 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IMC-Chicago, LLC | History | No change | 291,600 | 4,248 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 274,894 | 4,005 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 244,553 | 3,561 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 243,607 | 3,549 | 0.23% | 0.23% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 239,347 | 3,487 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NOMURA HOLDINGS INC | History | No change | 229,259 | 3,340 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polymer Capital Management (HK) LTD | History | No change | 224,853 | 3,276 | 0.17% | 0.17% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SECTORAL ASSET MANAGEMENT INC | History | No change | 220,180 | 3,208 | 2.24% | 2.24% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 214,507 | 3,125 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 210,207 | 3,062 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 208,413 | 3,036 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 206,625 | 3,010 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEMA ETFS LLC | History | Added to | 174,626 | 2,952 | 0.11% | 0.06% | 69 | +53,529 | 44.2% | Q3 2026 | Oct 16, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 199,390 | 2,905 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 191,869 | 2,795 | 0.13% | 0.13% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 184,013 | 2,681 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 170,338 | 2,481 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 147,158 | 2,411 | 0.13% | 0.12% | 74 | +13,631 | 10.21% | Q3 2026 | Oct 27, 2026 |
| Wealth Management Partners, LLC | History | Added to | 132,458 | 2,239 | 0.53% | 0.31% | 75 | +43,184 | 48.37% | Q3 2026 | Oct 21, 2026 |
| RHUMBLINE ADVISERS | History | No change | 126,895 | 1,848 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 120,560 | 1,783 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 121,097 | 1,764 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 114,505 | 1,668 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 113,452 | 1,652 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 104,625 | 1,524 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Affinity Asset Advisors, LLC | History | No change | 100,000 | 1,457 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 98,114 | 1,429 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 94,229 | 1,372 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXQ CAPITAL, LP | History | No change | 93,624 | 1,364 | 0.15% | 0.15% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 91,557 | 1,333 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 90,338 | 1,316 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 81,402 | 1,186 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 65,766 | 1,129 | 0.0% | — | 89 | +65,766 | New | Q3 2026 | Oct 13, 2026 |
| Seven Fleet Capital Management LP | History | No change | 73,300 | 1,090 | 0.18% | 0.18% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 68,169 | 1,065 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NICOLET BANKSHARES INC | History | No change | 72,593 | 1,057 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Assenagon Asset Management S.A. | History | No change | 59,621 | 1,008 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 67,835 | 988 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 67,871 | 988 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 56,791 | 960 | 0.0% | 0.0% | 96 | +42,907 | 309.04% | Q3 2026 | Nov 02, 2026 |
| VARCOV Co. | History | No change | 63,957 | 931 | 0.35% | 0.35% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fulcrum Asset Management LLP | History | New | 55,315 | 906 | 0.04% | — | 98 | +55,315 | New | Q3 2026 | Nov 04, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 53,459 | 903 | 0.03% | 0.04% | 99 | -47,090 | -46.83% | Q3 2026 | Oct 28, 2026 |
| Bridgefront Capital, LLC | History | No change | 60,416 | 880 | 0.23% | 0.23% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 60,337 | 879 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 51,025 | 862 | 0.02% | — | 102 | +51,025 | New | Q3 2026 | Oct 16, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 59,105 | 861 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Treasurer of the State of North Carolina | History | No change | 57,527 | 838 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 57,017 | 830 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Persistent Asset Partners Ltd | History | No change | 18,016 | 823 | 0.25% | 0.25% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Verition Fund Management LLC | History | No change | 56,200 | 818 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 55,500 | 809 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Hudson Bay Capital Management LP | History | No change | 54,950 | 800 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Machina Capital S.A.S. | History | No change | 54,875 | 799 | 0.13% | 0.13% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 53,777 | 783 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | No change | 46,176 | 780 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 42,613 | 720 | 0.0% | — | 113 | +42,613 | New | Q3 2026 | Nov 05, 2026 |
| DnB Asset Management AS | History | No change | 49,305 | 718 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 42,320 | 715 | 0.0% | 0.0% | 115 | -85,658 | -66.93% | Q3 2026 | Nov 04, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 42,076 | 711 | 0.0% | 0.0% | 116 | +6,200 | 17.28% | Q3 2026 | Oct 28, 2026 |
| Inspire Investing, LLC | History | Added to | 40,228 | 680 | 0.03% | 0.02% | 117 | +3,619 | 9.89% | Q3 2026 | Oct 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 46,320 | 674 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 45,786 | 667 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 45,164 | 658 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 44,097 | 642 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | New | 37,164 | 628 | 0.0% | — | 122 | +37,164 | New | Q3 2026 | Nov 03, 2026 |
| Russell Investments Group, Ltd. | History | No change | 41,693 | 607 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HUB Investment Partners, LLC | History | Added to | 33,188 | 561 | 0.01% | 0.01% | 124 | +2,991 | 9.9% | Q3 2026 | Nov 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 38,501 | 560 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 37,800 | 550 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 29,308 | 495 | 0.0% | 0.0% | 127 | +4,007 | 15.84% | Q3 2026 | Oct 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 28,864 | 488 | 0.05% | 0.01% | 128 | +23,328 | 421.39% | Q3 2026 | Oct 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 28,479 | 481 | 0.02% | — | 129 | +28,479 | New | Q3 2026 | Oct 23, 2026 |
| ProShare Advisors LLC | History | Added to | 27,660 | 467 | 0.0% | 0.0% | 130 | +2,209 | 8.68% | Q3 2026 | Oct 28, 2026 |
| E Fund Management Co., Ltd. | History | No change | 30,468 | 443 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cinctive Capital Management LP | History | No change | 29,871 | 435 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 29,800 | 434 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cetera Investment Advisers | History | No change | 28,901 | 421 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 22,004 | 417 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 28,611 | 416 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Asset Management Inc | History | No change | 24,289 | 410 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| XPONANCE LLC | History | Added to | 22,478 | 380 | 0.0% | 0.0% | 138 | +590 | 2.7% | Q3 2026 | Nov 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 25,840 | 376 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Trail Advisors, LLC | History | No change | 25,585 | 372 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Wyoming | History | Reduced | 21,471 | 363 | 0.03% | 0.05% | 141 | -14,502 | -40.31% | Q3 2026 | Oct 28, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 24,477 | 356 | 0.1% | 0.1% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 24,044 | 350 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 24,002 | 343 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 23,355 | 340 | 0.08% | 0.08% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 23,219 | 338 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 22,817 | 332 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 19,277 | 325 | 0.0% | 0.0% | 148 | +2,873 | 17.51% | Q3 2026 | Oct 26, 2026 |
| LPL Financial LLC | History | No change | 22,261 | 324 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 19,068 | 322 | 0.0% | 0.0% | 150 | +4,375 | 29.78% | Q3 2026 | Nov 04, 2026 |
| MAI Capital Management | History | No change | 20,408 | 297 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANCE WEALTH, LLC | History | No change | 19,983 | 291 | 0.07% | 0.07% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Q3 Asset Management | History | No change | 19,950 | 290 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 18,247 | 265 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 17,975 | 261 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 17,897 | 260 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| nVerses Capital, LLC | History | No change | 17,749 | 258 | 0.4% | 0.4% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | New | 15,220 | 257 | 0.0% | — | 158 | +15,220 | New | Q3 2026 | Oct 26, 2026 |
| Aaron Wealth Advisors LLC | History | New | 14,913 | 252 | 0.01% | — | 159 | +14,913 | New | Q3 2026 | Oct 13, 2026 |
| Bayesian Capital Management, LP | History | No change | 17,200 | 250 | 0.16% | 0.16% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New World Advisors LLC | History | No change | 16,361 | 238 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 13,551 | 229 | 0.0% | — | 163 | +13,551 | New | Q3 2026 | Nov 03, 2026 |
| Gotham Asset Management, LLC | History | No change | 15,727 | 229 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 13,514 | 228 | 0.0% | — | 164 | +13,514 | New | Q3 2026 | Oct 23, 2026 |
| Bellevue Group AG | History | No change | 15,279 | 222 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blankinship & Foster, LLC | History | No change | 12,777 | 216 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Chicago Partners Investment Group LLC | History | New | 13,852 | 214 | 0.0% | — | 167 | +13,852 | New | Q3 2026 | Oct 26, 2026 |
| BRIGHTON JONES LLC | History | New | 12,240 | 206 | 0.0% | — | 168 | +12,240 | New | Q3 2026 | Nov 03, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 12,089 | 204 | 0.02% | 0.02% | 169 | -780 | -6.06% | Q3 2026 | Nov 03, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 11,111 | 187 | 0.0% | — | 170 | +11,111 | New | Q3 2026 | Oct 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,562 | 183 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 12,491 | 181 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 10,500 | 177 | 0.0% | — | 173 | +10,500 | New | Q3 2026 | Nov 04, 2026 |
| Graham Capital Management, L.P. | History | No change | 11,987 | 174 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blackstone Inc. | History | No change | 11,754 | 171 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 10,000 | 169 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 11,423 | 166 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisors Asset Management, Inc. | History | No change | 11,123 | 162 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SummitTX Capital, L.P. | History | No change | 10,809 | 157 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 9,176 | 133 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,951 | 116 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | New | 6,566 | 111 | 0.0% | — | 183 | +6,566 | New | Q3 2026 | Oct 22, 2026 |
| Nykredit A/S | History | No change | 7,634 | 111 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,508 | 109 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Havemeyer Place LP | History | No change | 6,120 | 89 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,255 | 76 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,062 | 73 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 5,000 | 72 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,859 | 54 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,011 | 50 | 0.0% | 0.0% | 191 | +2,882 | 2234.11% | Q3 2026 | Nov 03, 2026 |
| Pacer Advisors, Inc. | History | No change | 3,451 | 50 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 2,697 | 45 | 0.0% | 0.0% | 192 | +1,029 | 61.69% | Q3 2026 | Oct 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,909 | 42 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ADIRONDACK TRUST CO | History | No change | 2,500 | 42 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,308 | 39 | 0.0% | 0.0% | 195 | +2,008 | 669.33% | Q3 2026 | Nov 04, 2026 |
| Truvestments Capital LLC | History | No change | 2,470 | 35 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Added to | 2,038 | 34 | 0.0% | 0.0% | 197 | +1,447 | 244.84% | Q3 2026 | Oct 02, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 2,000 | 33 | 0.04% | 0.0% | 198 | +1,000 | 100.0% | Q3 2026 | Oct 26, 2026 |
| STRS OHIO | History | Reduced | 1,907 | 32 | 0.0% | 0.0% | 199 | -941 | -33.04% | Q3 2026 | Oct 30, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 1,800 | 30 | 0.0% | — | 200 | +1,800 | New | Q3 2026 | Oct 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,907 | 27 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| IFP Advisors, Inc | History | Added to | 1,508 | 25 | 0.0% | 0.0% | 202 | +1,339 | 792.31% | Q3 2026 | Oct 16, 2026 |
| Larson Financial Group LLC | History | No change | 1,730 | 25 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rakuten Securities, Inc. | History | Added to | 1,398 | 23 | 0.01% | 0.0% | 204 | +933 | 200.65% | Q3 2026 | Nov 02, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,195 | 20 | 0.0% | 0.0% | 205 | +1,119 | 1472.37% | Q3 2026 | Oct 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,311 | 19 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | No change | 1,334 | 19 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,020 | 17 | 0.0% | 0.0% | 208 | +752 | 280.6% | Q3 2026 | Oct 20, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 961 | 16 | 0.0% | — | 209 | +960 | 96000.0% | Q3 2026 | Oct 26, 2026 |
| Golden State Wealth Management, LLC | History | No change | 828 | 14 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 656 | 11 | 0.0% | 0.0% | 211 | +222 | 51.15% | Q3 2026 | Oct 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 629 | 10 | 0.0% | — | 213 | +629 | New | Q3 2026 | Oct 30, 2026 |
| OSSIAM | History | No change | 733 | 10 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 686 | 9 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 662 | 9 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 500 | 8 | 0.0% | — | 217 | +500 | New | Q3 2026 | Oct 23, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 501 | 8 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| GK Wealth Management LLC | History | New | 460 | 7 | 0.0% | — | 220 | +460 | New | Q3 2026 | Oct 09, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 514 | 7 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 500 | 7 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 384 | 6 | 0.0% | 0.0% | 221 | -2,756 | -87.77% | Q3 2026 | Oct 27, 2026 |
| Covestor Ltd | History | Reduced | 363 | 6 | 0.0% | 0.0% | 222 | -52 | -12.53% | Q3 2026 | Oct 30, 2026 |
| Sterling Capital Management LLC | History | Reduced | 304 | 5 | 0.0% | 0.0% | 224 | -587 | -65.88% | Q3 2026 | Oct 22, 2026 |
| Nova Financial LLC | History | New | 300 | 5 | 0.0% | — | 226 | +300 | New | Q3 2026 | Nov 04, 2026 |
| FIL Ltd | History | No change | 345 | 5 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 396 | 5 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 280 | 4 | 0.0% | — | 231 | +280 | New | Q3 2026 | Oct 07, 2026 |
| Ascentis Independent Advisors | History | New | 269 | 4 | 0.0% | — | 230 | +269 | New | Q3 2026 | Nov 03, 2026 |
| Versant Capital Management, Inc | History | New | 240 | 4 | 0.0% | — | 229 | +240 | New | Q3 2026 | Oct 01, 2026 |
| Essential Partners LLC | History | New | 238 | 4 | 0.0% | — | 232 | +238 | New | Q3 2026 | Oct 14, 2026 |
| WPG Advisers, LLC | History | Reduced | 289 | 4 | 0.0% | 0.0% | 228 | -150 | -34.17% | Q3 2026 | Oct 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 299 | 4 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Root Financial Partners, LLC | History | New | 193 | 3 | 0.0% | — | 233 | +193 | New | Q3 2026 | Oct 21, 2026 |
| True Wealth Design, LLC | History | Added to | 139 | 2 | 0.0% | — | 238 | +129 | 1290.0% | Q3 2026 | Oct 13, 2026 |
| BESSEMER GROUP INC | History | No change | 135 | 2 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 140 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 172 | 2 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quent Capital, LLC | History | No change | 155 | 2 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Marquette Asset Management, LLC | History | New | 72 | 1 | 0.0% | — | 245 | +72 | New | Q3 2026 | Oct 09, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 83 | 1 | 0.0% | — | 243 | +67 | 418.75% | Q3 2026 | Oct 29, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 132 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 129 | 1 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 122 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 74 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 78 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| APEIRON CAPITAL Ltd | History | Closed out | 0 | 0 | — | 9.0% | — | -961,866 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Illinois Municipal Retirement Fund | History | Closed out | 0 | 0 | — | 0.01% | — | -62,734 | -100.0% | Q3 2026 | Nov 05, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,442 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Willis Investment Counsel | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Ball & Co Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,500 | -100.0% | Q3 2026 | Nov 04, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -353 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -84 | -98.82% | Q3 2026 | Oct 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Elyxium Wealth, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q3 2026 | Oct 27, 2026 |
| Manchester Capital Management LLC | History | Reduced | 24 | 0 | — | — | — | -19 | -44.19% | Q3 2026 | Oct 22, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 41 | 0 | — | — | — | +18 | 78.26% | Q3 2026 | Nov 05, 2026 |
| Planning Strategies Inc. | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Oct 02, 2026 |
| Activest Wealth Management | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 15, 2026 |
| ASSETMARK, INC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 21, 2026 |
| Hughes Financial Services, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 30, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 55 | 0 | — | — | — | -1 | -1.79% | Q3 2026 | Oct 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Banque Cantonale Vaudoise | History | No change | 25,195 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CVA Family Office, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SHP Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Seneschal Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allied Private Wealth LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| 1015 Capital Partners, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |