Protara Therapeutics, Inc. - TARA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | History | Added to | 5,207,011 | 27,154 | 0.01% | 0.01% | 1 | +65,395 | 1.27% | Q1 2026 | May 18, 2026 |
| BlackRock, Inc. | History | Added to | 3,394,968 | 17,687 | 0.0% | 0.0% | 2 | +986,100 | 40.94% | Q1 2026 | May 13, 2026 |
| Velan Capital Investment Management LP | History | No change | 2,834,652 | 14,768 | 9.25% | 8.76% | 3 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,831,208 | 14,750 | 0.01% | 0.0% | 4 | +2,077,906 | 275.84% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 2,391,903 | 12,748 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Blackstone Inc. | History | Added to | 2,265,514 | 11,803 | 0.05% | 0.04% | 6 | +355,852 | 18.63% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,119,018 | 11,040 | 0.0% | — | 7 | +2,119,018 | New | Q1 2026 | May 15, 2026 |
| Sio Capital Management, LLC | History | Added to | 1,969,839 | 10,262 | 1.47% | 1.44% | 8 | +254,445 | 14.83% | Q1 2026 | May 14, 2026 |
| ACORN CAPITAL ADVISORS, LLC | History | No change | 1,752,115 | 9,128 | 2.59% | 3.16% | 9 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integral Health Asset Management, LLC | History | Reduced | 1,750,000 | 9,117 | 0.44% | 0.6% | 10 | -500,000 | -22.22% | Q1 2026 | May 15, 2026 |
| AIGH Capital Management LLC | History | New | 1,622,733 | 8,454 | 1.15% | — | 11 | +1,622,733 | New | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Added to | 1,402,413 | 7,306 | 0.0% | 0.0% | 12 | +186,876 | 15.37% | Q1 2026 | May 05, 2026 |
| 5AM Venture Management, LLC | History | No change | 1,369,782 | 7,136 | 1.98% | 2.29% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,232,458 | 6,421 | 0.0% | 0.0% | 14 | +301,417 | 32.37% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,177,200 | 6,134 | 0.0% | 0.0% | 15 | +360,004 | 44.05% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 1,152,714 | 6,005 | 0.01% | 0.0% | 16 | +1,124,607 | 4001.16% | Q1 2026 | May 15, 2026 |
| Patient Square Capital LP | History | New | 1,030,846 | 5,370 | 0.95% | — | 17 | +1,030,846 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,005,142 | 5,236 | 0.0% | 0.0% | 18 | +434,264 | 76.07% | Q1 2026 | May 15, 2026 |
| BAKER BROS. ADVISORS LP | History | No change | 971,614 | 5,062 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ADAR1 Capital Management, LLC | History | Reduced | 940,512 | 4,900 | 0.29% | 0.44% | 20 | -196,287 | -17.27% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 925,918 | 4,824 | 0.0% | 0.0% | 21 | +430,014 | 86.71% | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | New | 856,247 | 4,461 | 0.13% | — | 22 | +856,247 | New | Q1 2026 | May 15, 2026 |
| Catalio Capital Management, LP | History | Reduced | 580,024 | 3,021 | 0.63% | 1.36% | 23 | -866,230 | -59.89% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 567,621 | 2,957 | 0.0% | 0.0% | 24 | +259,287 | 84.09% | Q1 2026 | Apr 20, 2026 |
| MORGAN STANLEY | History | Added to | 556,974 | 2,901 | 0.0% | 0.0% | 25 | +381,645 | 217.67% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 531,267 | 2,766 | 0.0% | 0.0% | 26 | +304,110 | 133.88% | Q1 2026 | May 07, 2026 |
| Burkehill Global Management, LP | History | No change | 450,000 | 2,344 | 0.12% | 0.16% | 27 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Added to | 443,401 | 2,310 | 0.01% | 0.0% | 28 | +297,525 | 203.96% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 412,604 | 2,149 | 0.0% | — | 29 | +412,604 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 397,981 | 2,073 | 0.0% | 0.0% | 30 | +334,489 | 526.82% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 374,852 | 1,952 | 0.0% | 0.0% | 31 | +134,096 | 55.7% | Q1 2026 | May 14, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 350,000 | 1,823 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 308,842 | 1,609 | 0.0% | — | 33 | +308,842 | New | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 181,565 | 945 | 0.01% | 0.02% | 34 | -42,202 | -18.86% | Q1 2026 | Apr 23, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 177,004 | 922 | 0.0% | 0.0% | 35 | +62,673 | 54.82% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 175,495 | 914 | 0.0% | 0.0% | 36 | -53,400 | -23.33% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 172,726 | 899 | 0.0% | 0.0% | 37 | +24,680 | 16.67% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 147,888 | 770 | 0.0% | 0.0% | 38 | +45,389 | 44.28% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 129,671 | 675 | 0.0% | 0.0% | 39 | +36,149 | 38.65% | Q1 2026 | May 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 125,700 | 654 | 0.0% | 0.0% | 40 | -141,107 | -52.89% | Q1 2026 | May 14, 2026 |
| SUPERSTRING CAPITAL MANAGEMENT LP | History | Reduced | 121,457 | 632 | 0.45% | 1.03% | 41 | -238,543 | -66.26% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 119,530 | 622 | 0.0% | — | 42 | +119,530 | New | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 116,305 | 605 | 0.0% | — | 43 | +116,305 | New | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 92,969 | 484 | 0.0% | 0.0% | 44 | +28,811 | 44.91% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 70,330 | 366 | 0.01% | 0.0% | 45 | +25,500 | 56.88% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 66,805 | 348 | 0.0% | 0.0% | 46 | +52,124 | 355.04% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 66,779 | 347 | 0.0% | — | 47 | +66,779 | New | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Reduced | 63,860 | 332 | 0.0% | 0.0% | 48 | -22,641 | -26.17% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 60,000 | 312 | 0.0% | 0.0% | 49 | +20,000 | 50.0% | Q1 2026 | Apr 27, 2026 |
| XTX Topco Ltd | History | Reduced | 58,801 | 306 | 0.01% | 0.02% | 50 | -56,562 | -49.03% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 57,095 | 297 | 0.0% | 0.0% | 51 | +56,212 | 6366.02% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | Reduced | 55,250 | 287 | 0.0% | 0.0% | 52 | -30,000 | -35.19% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 53,975 | 281 | 0.0% | 0.0% | 53 | +28,879 | 115.07% | Q1 2026 | May 06, 2026 |
| Vanguard Global Advisers, LLC | History | New | 52,599 | 274 | 0.0% | — | 54 | +52,599 | New | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 50,731 | 264 | 0.0% | 0.0% | 55 | -533,797 | -91.32% | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 50,255 | 261 | 0.0% | — | 56 | +50,255 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 48,262 | 251 | 0.0% | 0.0% | 57 | -6,795 | -12.34% | Q1 2026 | May 14, 2026 |
| ALPS ADVISORS INC | History | Added to | 44,029 | 229 | 0.0% | 0.0% | 58 | +1,640 | 3.87% | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 37,838 | 197 | 0.0% | 0.0% | 59 | +5,176 | 15.85% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 36,306 | 190 | 0.0% | 0.0% | 60 | +15,570 | 75.09% | Q1 2026 | May 15, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | Added to | 36,500 | 190 | 0.18% | 0.16% | 61 | +1,500 | 4.29% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 36,130 | 188 | 0.0% | 0.0% | 62 | +80 | 0.22% | Q1 2026 | May 06, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 35,965 | 174 | 0.03% | — | 63 | +35,965 | New | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 32,075 | 167 | 0.0% | 0.0% | 64 | +5,210 | 19.39% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 30,697 | 159 | 0.0% | 0.0% | 65 | -9,105 | -22.88% | Q1 2026 | May 11, 2026 |
| MetLife Investment Management, LLC | History | Added to | 28,776 | 149 | 0.0% | 0.0% | 66 | +24,377 | 554.15% | Q1 2026 | May 14, 2026 |
| WINTON GROUP Ltd | History | New | 28,100 | 146 | 0.01% | — | 67 | +28,100 | New | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 24,101 | 125 | 0.0% | 0.0% | 68 | +7,747 | 47.37% | Q1 2026 | May 15, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 23,782 | 123 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Engineers Gate Manager LP | History | Reduced | 21,200 | 110 | 0.0% | 0.0% | 70 | -686 | -3.13% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 21,490 | 104 | 0.0% | 0.0% | 71 | +6,906 | 47.35% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | Reduced | 18,617 | 96 | 0.0% | 0.0% | 72 | -5,800 | -23.75% | Q1 2026 | May 11, 2026 |
| Trexquant Investment LP | History | New | 17,933 | 93 | 0.0% | — | 74 | +17,933 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 17,961 | 93 | 0.0% | 0.0% | 73 | +447 | 2.55% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 17,569 | 91 | 0.0% | 0.0% | 75 | +7,648 | 77.09% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Reduced | 14,476 | 75 | 0.0% | 0.0% | 76 | -224 | -1.52% | Q1 2026 | May 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 13,789 | 71 | 0.0% | 0.0% | 77 | -32 | -0.23% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 13,548 | 70 | 0.0% | 0.0% | 78 | +2,464 | 22.23% | Q1 2026 | May 15, 2026 |
| AXQ CAPITAL, LP | History | Added to | 13,002 | 67 | 0.01% | 0.01% | 79 | +2,187 | 20.22% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | New | 12,748 | 66 | 0.0% | — | 80 | +12,748 | New | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | New | 12,470 | 64 | 0.0% | — | 81 | +12,470 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 11,007 | 57 | 0.0% | 0.0% | 83 | +3,390 | 44.51% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 11,000 | 57 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Virtu Financial LLC | History | Reduced | 10,212 | 53 | 0.0% | 0.01% | 84 | -58,744 | -85.19% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Added to | 9,872 | 51 | 0.02% | 0.02% | 85 | +77 | 0.79% | Q1 2026 | May 21, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 7,900 | 41 | 0.0% | 0.0% | 86 | -7,100 | -47.33% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 5,846 | 30 | 0.0% | — | 87 | +5,781 | 8893.85% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 4,800 | 25 | 0.0% | — | 88 | +4,800 | New | Q1 2026 | Apr 30, 2026 |
| SIMPLEX TRADING, LLC | History | New | 4,449 | 23 | 0.0% | — | 91 | +4,449 | New | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,603 | 23 | 0.0% | 0.0% | 90 | +2,530 | 122.05% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Added to | 4,490 | 23 | 0.0% | 0.0% | 89 | +1,553 | 52.88% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,500 | 18 | 0.0% | 0.0% | 92 | -989 | -22.03% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,298 | 17 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 2,811 | 14 | 0.0% | 0.0% | 94 | +642 | 29.6% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2,676 | 13 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,703 | 8 | 0.0% | 0.0% | 96 | -329 | -16.19% | Q1 2026 | Apr 22, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,297 | 6 | 0.0% | 0.0% | 97 | -17,103 | -92.95% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | New | 577 | 3 | 0.0% | — | 98 | +577 | New | Q1 2026 | Apr 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 451 | 2 | 0.0% | — | 99 | +451 | New | Q1 2026 | May 13, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,259,427 | -100.0% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,043,478 | -100.0% | Q1 2026 | May 15, 2026 |
| Maven Securities LTD | History | Closed out | 0 | 0 | — | 0.09% | — | -754,626 | -100.0% | Q1 2026 | May 15, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | Closed out | 0 | 0 | — | 0.67% | — | -650,000 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -170,235 | -100.0% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -153,985 | -100.0% | Q1 2026 | May 15, 2026 |
| Monashee Investment Management LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -125,000 | -100.0% | Q1 2026 | May 13, 2026 |
| Informed Momentum Co LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -103,611 | -100.0% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -63,079 | -100.0% | Q1 2026 | May 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -52,332 | -100.0% | Q1 2026 | May 08, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,796 | -100.0% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -36,260 | -100.0% | Q1 2026 | May 14, 2026 |
| Longaeva Partners L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -33,857 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -24,184 | -100.0% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,551 | -100.0% | Q1 2026 | May 15, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -17,215 | -100.0% | Q1 2026 | May 15, 2026 |
| Empery Asset Management, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -12,832 | -100.0% | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,692 | -100.0% | Q1 2026 | May 15, 2026 |
| Persistent Asset Partners Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -10,733 | -100.0% | Q1 2026 | May 12, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,108 | -100.0% | Q1 2026 | May 08, 2026 |
| FNY Investment Advisers, LLC | History | New | 150 | 0 | — | — | — | +150 | New | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | New | 148 | 0 | — | — | — | +148 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 130 | 0 | — | — | — | +130 | New | Q1 2026 | May 15, 2026 |
| Aspect Partners, LLC | History | New | 106 | 0 | — | — | — | +106 | New | Q1 2026 | Apr 02, 2026 |
| Allworth Financial LP | History | New | 83 | 0 | — | — | — | +83 | New | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 117 | 0 | — | — | — | +62 | 112.73% | Q1 2026 | Apr 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 43 | 0 | — | — | — | +42 | 4200.0% | Q1 2026 | May 07, 2026 |
| True Wealth Design, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 23, 2026 |
| Root Financial Partners, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 24, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 121 | 0 | — | — | — | -1 | -0.82% | Q1 2026 | May 08, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 103 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |