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 | No change | 5,207,011 | 27,154 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Jupiter Topco LLC | History | New | 4,696,709 | 17,917 | 0.01% | — | 2 | +4,696,709 | New | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 3,663,499 | 13,994 | 0.0% | 0.0% | 3 | +268,531 | 7.91% | Q2 2026 | Aug 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 3,101,166 | 11,846 | 0.0% | 0.01% | 4 | +269,958 | 9.54% | Q2 2026 | Aug 14, 2026 |
| Velan Capital Investment Management LP | History | Added to | 2,844,652 | 10,866 | 6.62% | 9.25% | 5 | +10,000 | 0.35% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 2,300,133 | 8,786 | 0.0% | 0.0% | 6 | +181,115 | 8.55% | Q2 2026 | Aug 13, 2026 |
| Blackstone Inc. | History | No change | 2,265,514 | 8,654 | 0.03% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ORBIMED ADVISORS LLC | History | New | 2,220,000 | 8,480 | 0.16% | — | 8 | +2,220,000 | New | Q2 2026 | Aug 14, 2026 |
| Sio Capital Management, LLC | History | Reduced | 1,921,872 | 7,341 | 1.21% | 1.47% | 9 | -47,967 | -2.44% | Q2 2026 | Aug 14, 2026 |
| ACORN CAPITAL ADVISORS, LLC | History | No change | 1,752,115 | 6,693 | 1.83% | 2.59% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integral Health Asset Management, LLC | History | Reduced | 1,500,000 | 5,730 | 0.23% | 0.44% | 11 | -250,000 | -14.29% | Q2 2026 | Aug 14, 2026 |
| 5AM Venture Management, LLC | History | No change | 1,369,782 | 5,232 | 1.82% | 1.98% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,326,246 | 5,067 | 0.0% | 0.0% | 13 | +149,046 | 12.66% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,232,365 | 4,707 | 0.0% | 0.0% | 14 | -93 | -0.01% | Q2 2026 | Sep 02, 2026 |
| STATE STREET CORP | History | Added to | 1,068,295 | 4,080 | 0.0% | 0.0% | 15 | +63,153 | 6.28% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,045,516 | 3,993 | 0.0% | 0.0% | 16 | +868,512 | 490.67% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 1,026,691 | 3,921 | 0.0% | — | 17 | +1,026,691 | New | Q2 2026 | Aug 14, 2026 |
| BAKER BROS. ADVISORS LP | History | No change | 971,614 | 3,711 | 0.02% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 940,512 | 3,592 | 0.16% | 0.29% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 882,179 | 3,369 | 0.0% | 0.0% | 20 | -43,739 | -4.72% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 701,021 | 2,677 | 0.0% | 0.0% | 21 | +650,290 | 1281.84% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 683,230 | 2,611 | 0.0% | 0.0% | 22 | +151,963 | 28.6% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 552,306 | 2,109 | 0.0% | 0.0% | 23 | +177,454 | 47.34% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 548,932 | 2,096 | 0.0% | 0.01% | 24 | -603,782 | -52.38% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 546,227 | 2,086 | 0.0% | 0.0% | 25 | +148,246 | 37.25% | Q2 2026 | Aug 14, 2026 |
| Catalio Capital Management, LP | History | Reduced | 520,148 | 1,986 | 0.37% | 0.63% | 26 | -59,876 | -10.32% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 508,434 | 1,942 | 0.0% | 0.0% | 27 | -48,540 | -8.71% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | Added to | 505,432 | 1,930 | 0.01% | 0.01% | 28 | +62,031 | 13.99% | Q2 2026 | Aug 03, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 491,657 | 1,878 | 0.0% | 0.0% | 29 | +79,053 | 19.16% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 456,773 | 1,744 | 0.0% | 0.0% | 30 | -945,640 | -67.43% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 334,683 | 1,278 | 0.0% | 0.0% | 31 | +25,841 | 8.37% | Q2 2026 | Aug 13, 2026 |
| Verdad Advisers, LP | History | New | 312,249 | 1,192 | 1.14% | — | 32 | +312,249 | New | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 295,565 | 1,129 | 0.0% | 0.0% | 33 | +245,310 | 488.13% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 251,500 | 960 | 0.0% | 0.0% | 34 | +125,800 | 100.08% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 238,362 | 910 | 0.01% | 0.01% | 35 | +56,797 | 31.28% | Q2 2026 | Aug 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 208,969 | 798 | 0.0% | 0.0% | 36 | +142,164 | 212.8% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | Added to | 203,100 | 775 | 0.01% | 0.0% | 37 | +136,321 | 204.14% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 166,495 | 636 | 0.0% | 0.0% | 38 | -9,000 | -5.13% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 157,971 | 603 | 0.0% | 0.0% | 39 | +10,083 | 6.82% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 137,689 | 525 | 0.0% | 0.0% | 40 | +8,018 | 6.18% | Q2 2026 | Aug 06, 2026 |
| J. Goldman & Co LP | History | Reduced | 135,000 | 515 | 0.01% | 0.13% | 41 | -721,247 | -84.23% | Q2 2026 | Aug 14, 2026 |
| SUPERSTRING CAPITAL MANAGEMENT LP | History | No change | 121,457 | 463 | 0.29% | 0.45% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | New | 99,566 | 380 | 0.0% | — | 43 | +99,566 | New | Q2 2026 | Aug 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 98,487 | 376 | 0.0% | 0.0% | 44 | +5,518 | 5.94% | Q2 2026 | Aug 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 85,330 | 325 | 0.01% | 0.01% | 45 | +15,000 | 21.33% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 72,610 | 277 | 0.0% | 0.0% | 46 | +8,750 | 13.7% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 69,652 | 266 | 0.0% | 0.0% | 47 | +31,814 | 84.08% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 68,200 | 260 | 0.0% | 0.0% | 48 | +11,105 | 19.45% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | Added to | 63,948 | 244 | 0.0% | 0.01% | 49 | +5,147 | 8.75% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 63,280 | 241 | 0.0% | 0.0% | 51 | -109,446 | -63.36% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 63,245 | 241 | 0.0% | 0.0% | 50 | +31,170 | 97.18% | Q2 2026 | Aug 11, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 59,954 | 229 | 0.0% | 0.0% | 53 | -507,667 | -89.44% | Q2 2026 | Jul 08, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 60,000 | 229 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Trexquant Investment LP | History | Added to | 59,616 | 227 | 0.0% | 0.0% | 54 | +41,683 | 232.44% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 57,713 | 220 | 0.0% | 0.0% | 55 | +3,738 | 6.93% | Q2 2026 | Aug 07, 2026 |
| ALPS ADVISORS INC | History | Added to | 57,041 | 217 | 0.0% | 0.0% | 56 | +13,012 | 29.55% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 56,267 | 214 | 0.0% | — | 57 | +56,267 | New | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 54,596 | 208 | 0.0% | 0.0% | 58 | +23,899 | 77.85% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 50,730 | 193 | 0.0% | 0.0% | 59 | -68,800 | -57.56% | Q2 2026 | Aug 12, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | Added to | 50,000 | 191 | 0.15% | 0.18% | 60 | +13,500 | 36.99% | Q2 2026 | Aug 14, 2026 |
| Alyeska Investment Group, L.P. | History | Reduced | 39,726 | 151 | 0.0% | 0.01% | 61 | -310,274 | -88.65% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | New | 39,319 | 150 | 0.0% | — | 62 | +39,319 | New | Q2 2026 | Aug 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 38,483 | 148 | 0.0% | 0.0% | 63 | +2,177 | 6.0% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | Reduced | 35,250 | 134 | 0.0% | 0.0% | 64 | -20,000 | -36.2% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | Added to | 32,800 | 125 | 0.0% | 0.01% | 65 | +4,700 | 16.73% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 29,700 | 113 | 0.0% | — | 66 | +29,700 | New | Q2 2026 | Aug 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 28,469 | 108 | 0.0% | 0.0% | 68 | +25,793 | 963.86% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 28,378 | 108 | 0.0% | 0.0% | 67 | -398 | -1.38% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 26,856 | 102 | 0.0% | 0.0% | 69 | +8,895 | 49.52% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 22,608 | 94 | 0.0% | 0.0% | 70 | +1,118 | 5.2% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 18,040 | 93 | 0.0% | — | 71 | +18,040 | New | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 24,145 | 92 | 0.0% | 0.0% | 72 | +9,669 | 66.79% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 24,095 | 92 | 0.0% | 0.0% | 73 | -6 | -0.02% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | New | 21,000 | 80 | 0.0% | — | 74 | +21,000 | New | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 20,127 | 76 | 0.0% | 0.0% | 75 | -32,472 | -61.74% | Q2 2026 | Aug 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 19,613 | 74 | 0.01% | — | 76 | +19,613 | New | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | New | 19,286 | 73 | 0.02% | — | 78 | +19,286 | New | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 19,130 | 73 | 0.0% | 0.0% | 77 | -17,000 | -47.05% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | Reduced | 18,607 | 71 | 0.0% | 0.0% | 79 | -29,655 | -61.45% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | New | 18,124 | 69 | 0.0% | — | 80 | +18,124 | New | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | New | 17,929 | 68 | 0.0% | — | 81 | +17,929 | New | Q2 2026 | Aug 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 17,569 | 67 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 14,878 | 56 | 0.0% | 0.0% | 83 | +1,330 | 9.82% | Q2 2026 | Sep 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 13,562 | 51 | 0.0% | 0.0% | 84 | -227 | -1.65% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | New | 11,899 | 45 | 0.0% | — | 85 | +11,899 | New | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 11,469 | 43 | 0.0% | — | 86 | +11,469 | New | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 11,113 | 42 | 0.0% | — | 88 | +11,113 | New | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 11,000 | 42 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | New | 10,690 | 40 | 0.0% | — | 89 | +10,690 | New | Q2 2026 | Aug 27, 2026 |
| Essential Partners LLC | History | Reduced | 9,802 | 37 | 0.02% | 0.02% | 90 | -70 | -0.71% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,900 | 30 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 5,846 | 30 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 7,763 | 29 | 0.0% | 0.0% | 93 | +4,263 | 121.8% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 7,536 | 28 | 0.0% | 0.0% | 94 | -3,471 | -31.53% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,990 | 19 | 0.0% | 0.0% | 95 | +387 | 8.41% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 4,490 | 17 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,298 | 12 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | New | 1,671 | 6 | 0.0% | — | 98 | +1,671 | New | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,055 | 4 | 0.0% | 0.0% | 99 | -648 | -38.05% | Q2 2026 | Jul 28, 2026 |
| State of Wyoming | History | New | 960 | 3 | 0.0% | — | 100 | +960 | New | Q2 2026 | Aug 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 720 | 2 | 0.0% | 0.0% | 101 | -2,091 | -74.39% | Q2 2026 | Aug 24, 2026 |
| GAMMA Investing LLC | History | Added to | 732 | 2 | 0.0% | 0.0% | 102 | +155 | 26.86% | Q2 2026 | Jul 07, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 339 | 1 | 0.0% | 0.0% | 104 | -4,110 | -92.38% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 402 | 1 | 0.0% | — | 107 | +402 | New | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 371 | 1 | 0.0% | — | 105 | +288 | 346.99% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 269 | 1 | 0.0% | — | 106 | +139 | 106.92% | Q2 2026 | Jul 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 451 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AIGH Capital Management LLC | History | Closed out | 0 | 0 | — | 1.15% | — | -1,622,733 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Patient Square Capital LP | History | Closed out | 0 | 0 | — | 0.95% | — | -1,030,846 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Burkehill Global Management, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -450,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -116,305 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.03% | — | -35,965 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Almanack Investment Partners, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -23,782 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,200 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,617 | -100.0% | Q2 2026 | Jul 30, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -13,002 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,748 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -12,470 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,212 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,800 | -100.0% | Q2 2026 | Aug 10, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 14 | 0 | — | 0.0% | — | -1,283 | -98.92% | Q2 2026 | Aug 13, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -150 | -100.0% | Q2 2026 | Jul 08, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -148 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Aspect Partners, LLC | History | Added to | 230 | 0 | — | — | — | +124 | 116.98% | Q2 2026 | Jul 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 108 | 0 | — | — | — | +106 | 5300.0% | Q2 2026 | Aug 04, 2026 |
| Basecamp Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -82 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EASTERN BANK | History | New | 71 | 0 | — | — | — | +71 | New | Q2 2026 | Jul 01, 2026 |
| True Wealth Design, LLC | History | Added to | 52 | 0 | — | — | — | +28 | 116.67% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 92 | 0 | — | — | — | -25 | -21.37% | Q2 2026 | Jul 17, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 20 | 0 | — | — | — | +12 | 150.0% | Q2 2026 | Jul 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 51 | 0 | — | — | — | +8 | 18.6% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 117 | 0 | — | — | — | -4 | -3.31% | Q2 2026 | Aug 07, 2026 |
| JPL Wealth Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 20, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 103 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |