Tarsus Pharmaceuticals, Inc. - TARS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 3,856,137 | 242,705 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Deep Track Capital, LP | History | No change | 3,666,768 | 230,786 | 3.36% | 3.36% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RTW INVESTMENTS, LP | History | No change | 3,357,059 | 211,293 | 1.8% | 1.8% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 2,808,796 | 176,833 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paradigm Biocapital Advisors LP | History | No change | 2,775,649 | 174,699 | 3.27% | 3.27% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,827,082 | 114,996 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,793,064 | 112,855 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 1,663,655 | 104,710 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TANG CAPITAL MANAGEMENT LLC | History | No change | 1,568,266 | 98,706 | 4.48% | 4.48% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,457,124 | 91,711 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,193,182 | 75,098 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,105,689 | 69,605 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 1,072,951 | 67,531 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Vestal Point Capital, LP | History | No change | 1,050,000 | 66,087 | 1.54% | 1.54% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 785,808 | 49,458 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 615,974 | 48,421 | 0.05% | 0.07% | 16 | -331,521 | -34.99% | Q3 2026 | Oct 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 742,693 | 46,745 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frazier Life Sciences Management, L.P. | History | No change | 728,644 | 45,860 | 1.0% | 1.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 710,559 | 44,722 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 672,949 | 42,355 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 607,272 | 38,222 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WASATCH ADVISORS LP | History | Added to | 468,041 | 36,792 | 0.27% | 0.15% | 22 | +99,473 | 26.99% | Q3 2026 | Oct 13, 2026 |
| TORONTO DOMINION BANK | History | No change | 557,253 | 35,073 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 549,387 | 34,578 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caption Management, LLC | History | No change | 530,700 | 33,402 | 0.16% | 0.16% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 479,266 | 30,165 | 0.09% | 0.09% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 427,008 | 26,875 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 324,765 | 25,529 | 0.42% | 0.34% | 28 | -44,612 | -12.08% | Q3 2026 | Nov 03, 2026 |
| NORTHERN TRUST CORP | History | No change | 386,611 | 24,333 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 385,137 | 24,240 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 380,684 | 23,960 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 335,834 | 21,137 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tri Locum Partners LP | History | No change | 328,340 | 20,665 | 2.54% | 2.54% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MPM BioImpact LLC | History | No change | 322,007 | 20,267 | 1.24% | 1.24% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 317,576 | 19,988 | 0.12% | 0.12% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 295,824 | 18,619 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 286,289 | 18,019 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 286,008 | 18,001 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Artisan Partners Limited Partnership | History | No change | 284,899 | 17,931 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rock Springs Capital Management LP | History | No change | 277,087 | 17,439 | 0.85% | 0.85% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 274,137 | 17,254 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 268,696 | 16,911 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 266,790 | 16,791 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 260,784 | 16,415 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 201,624 | 12,690 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 190,100 | 11,964 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 151,606 | 11,440 | 0.02% | 0.01% | 47 | +21,277 | 16.33% | Q3 2026 | Nov 04, 2026 |
| Parkman Healthcare Partners LLC | History | No change | 150,000 | 9,441 | 0.97% | 0.97% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 115,269 | 9,061 | 0.0% | 0.0% | 49 | +811 | 0.71% | Q3 2026 | Nov 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 139,981 | 8,683 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Seven Fleet Capital Management LP | History | No change | 117,067 | 7,909 | 1.31% | 1.31% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 117,811 | 7,415 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 116,363 | 7,323 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 111,639 | 7,026 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 100,443 | 6,321 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cormorant Asset Management, LP | History | No change | 100,000 | 6,294 | 0.32% | 0.32% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 99,845 | 6,284 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 98,900 | 6,224 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 96,819 | 6,093 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 95,130 | 5,987 | 0.08% | 0.08% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 90,969 | 5,725 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 89,526 | 5,634 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 70,917 | 5,574 | 0.01% | 0.01% | 63 | -8,971 | -11.23% | Q3 2026 | Nov 02, 2026 |
| HighVista Strategies LLC | History | No change | 87,060 | 5,479 | 1.25% | 1.25% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sands Capital Alternatives, LLC | History | No change | 85,000 | 5,349 | 0.87% | 0.87% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 67,048 | 5,270 | 0.05% | 0.04% | 66 | -777 | -1.15% | Q3 2026 | Oct 23, 2026 |
| CITIGROUP INC | History | Reduced | 60,266 | 4,737 | 0.0% | 0.0% | 67 | -7,032 | -10.45% | Q3 2026 | Nov 04, 2026 |
| UBS Group AG | History | No change | 73,528 | 4,627 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALPS ADVISORS INC | History | Added to | 58,130 | 4,569 | 0.02% | 0.01% | 69 | +14,765 | 34.05% | Q3 2026 | Nov 02, 2026 |
| Freestone Grove Partners LP | History | No change | 68,389 | 4,304 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 65,457 | 4,119 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FEDERATED HERMES, INC. | History | No change | 65,096 | 4,097 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vontobel Holding Ltd. | History | Added to | 51,700 | 4,064 | 0.01% | 0.01% | 73 | +11,700 | 29.25% | Q3 2026 | Oct 16, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 61,600 | 3,877 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 61,514 | 3,871 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 59,747 | 3,760 | 0.25% | 0.25% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 59,733 | 3,759 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 59,681 | 3,756 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E. Ohman J:or Asset Management AB | History | No change | 45,794 | 3,599 | 0.08% | 0.07% | 79 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 51,029 | 3,579 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eversept Partners, LP | History | No change | 55,710 | 3,506 | 0.18% | 0.18% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 53,636 | 3,375 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 52,718 | 3,318 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Added to | 42,000 | 3,301 | 0.7% | 0.3% | 84 | +21,000 | 100.0% | Q3 2026 | Nov 02, 2026 |
| EFG International AG | History | No change | 46,552 | 2,931 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cinctive Capital Management LP | History | No change | 46,182 | 2,906 | 0.11% | 0.11% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 35,628 | 2,800 | 0.06% | 0.07% | 87 | -19,043 | -34.83% | Q3 2026 | Oct 16, 2026 |
| Trexquant Investment LP | History | No change | 44,152 | 2,778 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Voleon Capital Management LP | History | No change | 43,405 | 2,731 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 42,003 | 2,643 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 41,394 | 2,605 | 0.42% | 0.42% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFM Health Sciences, LP | History | No change | 40,579 | 2,554 | 0.22% | 0.22% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 40,202 | 2,530 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atika Capital Management LLC | History | No change | 40,000 | 2,517 | 0.17% | 0.17% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 39,303 | 2,473 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baird Financial Group, Inc. | History | No change | 38,898 | 2,448 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 38,090 | 2,428 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 38,198 | 2,404 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| BARCLAYS PLC | History | No change | 36,658 | 2,307 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 29,316 | 2,305 | 0.16% | 0.13% | 100 | -296 | -1.0% | Q3 2026 | Oct 22, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 36,365 | 2,288 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 36,038 | 2,268 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ORBIMED ADVISORS LLC | History | No change | 35,581 | 2,239 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDT Partners, LLC | History | No change | 32,292 | 2,032 | 0.11% | 0.11% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ikarian Capital, LLC | History | No change | 31,166 | 1,961 | 0.21% | 0.21% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 24,330 | 1,912 | 0.0% | 0.0% | 106 | +8 | 0.03% | Q3 2026 | Nov 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 29,945 | 1,884 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 29,659 | 1,866 | 0.1% | 0.1% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 23,625 | 1,857 | 0.03% | 0.02% | 109 | -171 | -0.72% | Q3 2026 | Oct 13, 2026 |
| Legal & General Group Plc | History | No change | 27,743 | 1,746 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 21,800 | 1,713 | 0.01% | 0.0% | 111 | +4,500 | 26.01% | Q3 2026 | Oct 30, 2026 |
| J. Goldman & Co LP | History | No change | 26,800 | 1,686 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 26,291 | 1,654 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 24,843 | 1,563 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 24,583 | 1,547 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 24,493 | 1,541 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 19,378 | 1,523 | 0.04% | 0.01% | 117 | +14,385 | 288.1% | Q3 2026 | Oct 28, 2026 |
| Creative Planning | History | Added to | 19,024 | 1,495 | 0.0% | 0.0% | 118 | +6,052 | 46.65% | Q3 2026 | Nov 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 22,053 | 1,388 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 22,024 | 1,386 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 20,748 | 1,305 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 20,250 | 1,274 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 19,206 | 1,208 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 18,771 | 1,181 | 0.28% | 0.28% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORGES BANK | History | No change | 16,672 | 1,049 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | No change | 15,219 | 957 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 15,000 | 944 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Verition Fund Management LLC | History | No change | 15,000 | 944 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 14,946 | 940 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 14,226 | 895 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,975 | 863 | 0.0% | 0.0% | 131 | -3,300 | -23.12% | Q3 2026 | Nov 02, 2026 |
| SECTORAL ASSET MANAGEMENT INC | History | No change | 13,285 | 836 | 0.58% | 0.58% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | No change | 13,057 | 821 | 0.31% | 0.31% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 12,718 | 800 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 12,696 | 799 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 12,354 | 777 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 12,300 | 774 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 9,726 | 764 | 0.0% | 0.0% | 138 | +94 | 0.98% | Q3 2026 | Nov 05, 2026 |
| Walleye Capital LLC | History | No change | 11,906 | 749 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 10,864 | 684 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,788 | 679 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arizona State Retirement System | History | Added to | 8,478 | 666 | 0.0% | 0.0% | 142 | +258 | 3.14% | Q3 2026 | Nov 03, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 8,390 | 643 | 0.03% | 0.03% | 143 | +1,543 | 22.54% | Q3 2026 | Oct 27, 2026 |
| Pale Fire Capital SE | History | No change | 9,802 | 616 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 9,677 | 609 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 9,541 | 600 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 9,357 | 588 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 9,300 | 585 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 9,101 | 572 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 9,067 | 570 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ProShare Advisors LLC | History | Reduced | 6,851 | 538 | 0.0% | 0.0% | 151 | -47 | -0.68% | Q3 2026 | Oct 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 8,508 | 535 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 8,373 | 526 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 7,993 | 503 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 8,004 | 503 | 0.08% | 0.08% | 155 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 7,984 | 502 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 7,677 | 483 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 7,429 | 467 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 5,754 | 452 | 0.0% | 0.0% | 159 | -774 | -11.86% | Q3 2026 | Nov 04, 2026 |
| Magnetar Financial LLC | History | No change | 7,121 | 448 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 6,930 | 436 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,900 | 434 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,285 | 415 | 0.0% | 0.0% | 163 | +84 | 1.62% | Q3 2026 | Nov 05, 2026 |
| Belvedere Trading LLC | History | Added to | 5,000 | 393 | 0.0% | 0.0% | 164 | +700 | 16.28% | Q3 2026 | Nov 05, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 4,950 | 389 | 0.26% | 0.19% | 165 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 4,919 | 386 | 0.0% | 0.0% | 166 | +40 | 0.82% | Q3 2026 | Nov 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,083 | 382 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 4,834 | 380 | 0.0% | 0.0% | 168 | +1,632 | 50.97% | Q3 2026 | Nov 02, 2026 |
| Valmark Advisers, Inc. | History | No change | 5,500 | 346 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER & CO INC | History | No change | 4,150 | 326 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Quantinno Capital Management LP | History | No change | 5,111 | 321 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Reduced | 4,019 | 315 | 0.0% | 0.0% | 172 | -109 | -2.64% | Q3 2026 | Nov 03, 2026 |
| Quadrature Capital Ltd | History | No change | 4,880 | 307 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 3,851 | 302 | 0.01% | 0.01% | 174 | +13 | 0.34% | Q3 2026 | Oct 08, 2026 |
| Engineers Gate Manager LP | History | No change | 4,755 | 299 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 4,667 | 293 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantbot Technologies LP | History | No change | 4,579 | 288 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,478 | 282 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PSP Research LLC | History | Reduced | 3,500 | 275 | 0.19% | 0.23% | 179 | -3,500 | -50.0% | Q3 2026 | Oct 21, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 4,324 | 272 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| West Wealth Group, LLC | History | No change | 3,400 | 267 | 0.04% | 0.03% | 181 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,190 | 263 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 4,018 | 252 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,808 | 239 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,801 | 239 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRW Securities, LLC | History | No change | 3,712 | 233 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blueshift Asset Management, LLC | History | No change | 3,697 | 232 | 0.05% | 0.05% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 3,600 | 226 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 3,460 | 217 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,446 | 216 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 3,410 | 214 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SG Americas Securities, LLC | History | No change | 3,283 | 207 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rafferty Asset Management, LLC | History | No change | 3,242 | 204 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 2,350 | 184 | 0.0% | 0.0% | 194 | +426 | 22.14% | Q3 2026 | Oct 28, 2026 |
| Leonteq Securities AG | History | No change | 2,000 | 157 | 0.01% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Daiwa Securities Group Inc. | History | New | 1,970 | 154 | 0.0% | — | 196 | +1,970 | New | Q3 2026 | Oct 29, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 1,800 | 141 | 0.09% | 0.07% | 197 | +79 | 4.59% | Q3 2026 | Nov 04, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,456 | 114 | 0.0% | 0.0% | 198 | +510 | 53.91% | Q3 2026 | Nov 04, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,382 | 108 | 0.0% | 0.0% | 199 | +1,235 | 840.14% | Q3 2026 | Oct 22, 2026 |
| Nykredit A/S | History | No change | 1,679 | 105 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| KBC Group NV | History | No change | 1,296 | 102 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Aquatic Capital Management LLC | History | No change | 1,580 | 99 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,572 | 98 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,452 | 91 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,408 | 88 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 1,095 | 86 | 0.05% | 0.03% | 206 | +313 | 40.03% | Q3 2026 | Oct 30, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 984 | 77 | 0.0% | 0.0% | 207 | +80 | 8.85% | Q3 2026 | Oct 26, 2026 |
| Truvestments Capital LLC | History | No change | 907 | 57 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 590 | 46 | 0.0% | 0.0% | 209 | +528 | 851.61% | Q3 2026 | Oct 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 581 | 45 | 0.0% | 0.0% | 210 | +76 | 15.05% | Q3 2026 | Oct 20, 2026 |
| State of Wyoming | History | Reduced | 547 | 43 | 0.0% | 0.01% | 211 | -1,096 | -66.71% | Q3 2026 | Oct 28, 2026 |
| Elyxium Wealth, LLC | History | New | 551 | 43 | 0.0% | — | 212 | +551 | New | Q3 2026 | Oct 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 482 | 30 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 471 | 29 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 352 | 27 | 0.0% | 0.0% | 215 | +70 | 24.82% | Q3 2026 | Oct 08, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 378 | 23 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 196 | 15 | 0.0% | 0.0% | 217 | -7 | -3.45% | Q3 2026 | Nov 04, 2026 |
| Optiver Holding B.V. | History | No change | 242 | 15 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SMA Capital LLC | History | No change | 169 | 10 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 118 | 9 | 0.0% | 0.0% | 220 | +31 | 35.63% | Q3 2026 | Oct 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 95 | 7 | 0.0% | 0.0% | 221 | -15 | -13.64% | Q3 2026 | Oct 05, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 120 | 7 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.Safra Asset Management Corp | History | New | 75 | 5 | 0.0% | — | 224 | +75 | New | Q3 2026 | Nov 03, 2026 |
| Parallel Advisors, LLC | History | Added to | 73 | 5 | 0.0% | 0.0% | 223 | +8 | 12.31% | Q3 2026 | Nov 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 57 | 4 | 0.0% | 0.01% | 230 | -1,587 | -96.53% | Q3 2026 | Oct 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 72 | 4 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 59 | 4 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 60 | 4 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Allworth Financial LP | History | No change | 69 | 4 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 69 | 4 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Redwood Park Advisors LLC | History | New | 50 | 3 | 0.0% | — | 235 | +50 | New | Q3 2026 | Nov 02, 2026 |
| Larson Financial Group LLC | History | New | 41 | 3 | 0.0% | — | 234 | +41 | New | Q3 2026 | Nov 05, 2026 |
| US BANCORP \DE\ | History | Added to | 47 | 3 | 0.0% | 0.0% | 231 | +19 | 67.86% | Q3 2026 | Nov 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 58 | 3 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | No change | 55 | 3 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 33 | 2 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arlington Trust Co LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 37 | 2 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 22 | 1 | 0.0% | — | 243 | +19 | 633.33% | Q3 2026 | Oct 01, 2026 |
| IFP Advisors, Inc | History | No change | 18 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -191,428 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -118,810 | -100.0% | Q3 2026 | Nov 05, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.01% | — | -15,966 | -100.0% | Q3 2026 | Oct 27, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,000 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -1,641 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -634 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2026 | Nov 05, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Ares Financial Consulting, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2026 | Oct 19, 2026 |
| SJS Investment Consulting Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Oct 26, 2026 |
| Root Financial Partners, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Oct 21, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 8 | 0 | — | — | — | +7 | 700.0% | Q3 2026 | Nov 05, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 30, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 30, 2026 |
| TFC Financial Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 26, 2026 |
| Clearstead Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Bell Investment Advisors, Inc | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| SWAN Capital LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quarry LP | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| WPG Advisers, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |