Strata Critical Medical, Inc. - SRTA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Third Point LLC | History | No change | 5,000,000 | 26,350 | 0.56% | 0.56% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northern Right Capital Management, L.P. | History | No change | 4,890,584 | 25,773 | 7.65% | 7.65% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 4,835,516 | 25,483 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 3,132,933 | 16,510 | 0.13% | 0.13% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,885,319 | 15,205 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AWM Investment Company, Inc. | History | No change | 2,821,468 | 14,869 | 1.29% | 1.29% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARK Investment Management LLC | History | No change | 2,730,855 | 14,391 | 0.09% | 0.09% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Eagle Investment Management, LLC | History | No change | 2,314,614 | 12,198 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pillsbury Lake Capital LLC | History | No change | 2,171,006 | 11,441 | 3.12% | 3.12% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,755,383 | 9,253 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 1,738,623 | 9,161 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | No change | 1,524,390 | 8,033 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 1,429,514 | 7,533 | 0.71% | 0.71% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,141,035 | 6,013 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 1,052,611 | 5,547 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 989,100 | 5,202 | 0.07% | 0.07% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 676,575 | 3,565 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 603,610 | 3,181 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creek Drive Management Group LLC | History | No change | 586,200 | 3,089 | 1.5% | 1.5% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 526,859 | 2,776 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 526,143 | 2,772 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 524,627 | 2,764 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 503,872 | 2,655 | 0.19% | 0.19% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Granahan Investment Management, LLC | History | No change | 503,005 | 2,650 | 0.09% | 0.09% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 502,238 | 2,646 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 492,386 | 2,594 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 471,528 | 2,484 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 454,346 | 2,394 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 429,673 | 2,264 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 425,398 | 2,241 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 354,373 | 1,867 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 343,014 | 1,807 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 332,890 | 1,754 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 316,354 | 1,638 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 285,137 | 1,502 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 251,971 | 1,327 | 0.08% | 0.08% | 36 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 238,032 | 1,254 | 0.08% | 0.08% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 219,092 | 1,154 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 191,710 | 1,010 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 184,470 | 972 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Numerai GP LLC | History | No change | 182,282 | 960 | 0.08% | 0.08% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 178,103 | 938 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 166,632 | 878 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 163,287 | 860 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 158,869 | 837 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 146,440 | 771 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 139,622 | 735 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 137,876 | 726 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RHUMBLINE ADVISERS | History | No change | 131,710 | 694 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aspen Grove Capital, LLC | History | No change | 125,000 | 658 | 0.09% | 0.09% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intellectus Partners, LLC | History | No change | 115,450 | 608 | 0.11% | 0.11% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 115,324 | 607 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 114,926 | 606 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trexquant Investment LP | History | No change | 110,662 | 583 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 107,800 | 568 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Creative Planning | History | No change | 98,725 | 520 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 93,363 | 492 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 91,533 | 482 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 75,838 | 399 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 72,241 | 380 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 90,850 | 379 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 68,095 | 358 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 66,613 | 351 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 66,278 | 349 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 60,869 | 320 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 57,673 | 303 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 54,196 | 286 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 42,200 | 222 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 41,608 | 219 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 35,300 | 186 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 33,664 | 177 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 33,268 | 175 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GROUP ONE TRADING LLC | History | No change | 32,800 | 172 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 31,437 | 165 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 30,641 | 161 | 0.06% | 0.06% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arnhold LLC | History | No change | 30,000 | 158 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Engineers Gate Manager LP | History | No change | 27,912 | 147 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 26,829 | 141 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantbot Technologies LP | History | No change | 26,064 | 137 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 25,432 | 134 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 24,434 | 128 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Seelaus Asset Management LLC | History | No change | 23,700 | 124 | 0.09% | 0.09% | 82 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Corient Private Wealth LP | History | No change | 23,443 | 123 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 22,365 | 117 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 20,888 | 110 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 19,055 | 100 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 18,925 | 99 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 18,596 | 98 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 18,460 | 97 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 17,845 | 94 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 15,791 | 83 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 15,758 | 83 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quadrature Capital Ltd | History | No change | 15,093 | 79 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Modern Wealth Management, LLC | History | No change | 14,784 | 77 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 14,041 | 73 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Magnetar Financial LLC | History | No change | 12,902 | 67 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 12,747 | 67 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,308 | 59 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SEI INVESTMENTS CO | History | No change | 10,945 | 57 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,094 | 53 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 10,117 | 53 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 9,796 | 51 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Legal & General Group Plc | History | No change | 6,766 | 35 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,547 | 34 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,618 | 33 | 0.0% | 0.0% | 105 | +5,101 | 336.26% | Q3 2026 | Oct 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 5,802 | 30 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allied Private Wealth LLC | History | No change | 5,952 | 30 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FMR LLC | History | No change | 5,655 | 29 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 4,351 | 22 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,000 | 15 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,675 | 14 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,688 | 14 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FEDERATED HERMES, INC. | History | No change | 2,416 | 12 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 2,051 | 10 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,896 | 9 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,784 | 9 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 1,500 | 8 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | No change | 1,376 | 7 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,415 | 7 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 1,218 | 6 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1,225 | 6 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 965 | 5 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NVWM, LLC | History | No change | 1,000 | 5 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 940 | 4 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Spire Wealth Management | History | No change | 763 | 4 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 749 | 3 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 577 | 3 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Essential Partners LLC | History | No change | 612 | 3 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 500 | 2 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GAMMA Investing LLC | History | Added to | 295 | 1 | 0.0% | — | 135 | +119 | 67.61% | Q3 2026 | Oct 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 258 | 1 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 198 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 193 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 247 | 1 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 264 | 1 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 154 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 175 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| IFP Advisors, Inc | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 76 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aspect Partners, LLC | History | No change | 131 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Investors Portfolio Services LLC | History | No change | 185 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |