Entrada Therapeutics, Inc. - TRDA
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 | 5,072,730 | 37,335 | 0.19% | 0.19% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 5AM Venture Management, LLC | History | No change | 4,056,379 | 29,854 | 10.37% | 10.37% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 2,583,333 | 19,013 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merck & Co., Inc. | History | No change | 1,739,768 | 12,804 | 2.43% | 2.43% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,269,634 | 9,344 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MPM BioImpact LLC | History | No change | 1,253,053 | 9,222 | 0.56% | 0.56% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCG Crossover Management, LLC | History | No change | 1,060,230 | 7,803 | 0.19% | 0.19% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 954,419 | 7,024 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 763,959 | 5,622 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StepStone Group LP | History | No change | 761,277 | 5,602 | 0.26% | 0.26% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 717,430 | 5,281 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 699,537 | 5,148 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 596,677 | 4,391 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 542,316 | 3,992 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 496,457 | 3,827 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 400,862 | 2,945 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 394,323 | 2,902 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NORTHERN TRUST CORP | History | No change | 309,942 | 2,281 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 303,459 | 2,233 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nantahala Capital Management, LLC | History | No change | 300,575 | 2,212 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 344,005 | 2,184 | 0.0% | 0.0% | 21 | -32,131 | -8.54% | Q3 2026 | Nov 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 254,130 | 1,870 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 197,136 | 1,450 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Longaeva Partners L.P. | History | No change | 195,237 | 1,436 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 191,650 | 1,410 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 191,000 | 1,405 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 188,839 | 1,389 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lynx1 Capital Management LP | History | No change | 178,606 | 1,314 | 0.15% | 0.15% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 177,343 | 1,305 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 167,646 | 1,233 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Woodline Partners LP | History | No change | 145,600 | 1,071 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 140,143 | 1,031 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 105,000 | 772 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 116,596 | 740 | 0.0% | 0.0% | 34 | +23,058 | 24.65% | Q3 2026 | Nov 04, 2026 |
| XTX Topco Ltd | History | No change | 95,337 | 701 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 95,044 | 699 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 88,005 | 648 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 82,902 | 610 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 79,701 | 586 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 79,070 | 581 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 72,520 | 533 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 70,395 | 518 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 60,872 | 448 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 60,000 | 441 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 57,927 | 426 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 56,777 | 417 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 31,640 | 399 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 54,113 | 398 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 53,588 | 394 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 52,767 | 388 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 60,704 | 380 | 0.02% | 0.01% | 51 | +32,926 | 118.53% | Q3 2026 | Oct 27, 2026 |
| Nan Fung Group Holdings Ltd | History | No change | 49,082 | 361 | 0.27% | 0.27% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 46,402 | 341 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 44,344 | 326 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 41,564 | 305 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 38,511 | 283 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 38,263 | 281 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 36,470 | 278 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 37,502 | 276 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RHUMBLINE ADVISERS | History | No change | 36,743 | 270 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brevan Howard Capital Management LP | History | No change | 33,969 | 250 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 33,457 | 246 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 37,714 | 239 | 0.0% | 0.0% | 63 | +22,924 | 155.0% | Q3 2026 | Nov 04, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 32,397 | 238 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 31,305 | 230 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 29,679 | 218 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 28,600 | 210 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 28,500 | 209 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verdad Advisers, LP | History | No change | 27,500 | 202 | 0.19% | 0.19% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 26,556 | 195 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Voleon Capital Management LP | History | No change | 25,324 | 186 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 25,000 | 184 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 24,902 | 183 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 24,072 | 177 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 23,450 | 172 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 21,707 | 159 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 20,653 | 152 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MetLife Investment Management, LLC | History | No change | 17,655 | 129 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 19,144 | 122 | 0.01% | 0.02% | 79 | -14,207 | -42.6% | Q3 2026 | Oct 22, 2026 |
| Inscription Capital, LLC | History | Reduced | 19,028 | 120 | 0.01% | 0.02% | 80 | -4,913 | -20.52% | Q3 2026 | Nov 02, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 15,493 | 114 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 15,500 | 114 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 13,511 | 99 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 13,551 | 99 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 13,257 | 97 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,608 | 80 | 0.0% | 0.0% | 86 | +1,839 | 14.4% | Q3 2026 | Oct 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,471 | 69 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,877 | 65 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 8,812 | 64 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 5,300 | 33 | 0.0% | 0.0% | 90 | +2,100 | 65.63% | Q3 2026 | Oct 30, 2026 |
| Arax Advisory Partners | History | No change | 4,478 | 32 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | Reduced | 4,205 | 26 | 0.0% | 0.0% | 92 | -16 | -0.38% | Q3 2026 | Oct 01, 2026 |
| State of Wyoming | History | Reduced | 3,321 | 21 | 0.0% | 0.0% | 94 | -1,693 | -33.77% | Q3 2026 | Oct 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,916 | 21 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 2,688 | 19 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 2,557 | 18 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,417 | 17 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,472 | 15 | 0.0% | 0.0% | 99 | -500 | -16.82% | Q3 2026 | Oct 20, 2026 |
| FMR LLC | History | No change | 2,169 | 15 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANTIPODES PARTNERS Ltd | History | New | 2,333 | 14 | 0.0% | — | 101 | +2,333 | New | Q3 2026 | Nov 04, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,968 | 14 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 1,990 | 12 | 0.0% | 0.0% | 102 | +254 | 14.63% | Q3 2026 | Oct 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,135 | 8 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 882 | 6 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 884 | 5 | 0.0% | 0.0% | 105 | +72 | 8.87% | Q3 2026 | Oct 26, 2026 |
| Allworth Financial LP | History | No change | 647 | 4 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 611 | 3 | 0.0% | — | 110 | +540 | 760.56% | Q3 2026 | Oct 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 526 | 3 | 0.0% | 0.0% | 109 | -116 | -18.07% | Q3 2026 | Nov 04, 2026 |
| Sterling Capital Management LLC | History | Reduced | 580 | 3 | 0.0% | 0.0% | 108 | -13 | -2.19% | Q3 2026 | Oct 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 435 | 3 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Reduced | 414 | 2 | 0.0% | 0.0% | 115 | -183 | -30.65% | Q3 2026 | Oct 14, 2026 |
| IFP Advisors, Inc | History | Added to | 336 | 2 | 0.0% | 0.0% | 113 | +165 | 96.49% | Q3 2026 | Oct 16, 2026 |
| GAMMA Investing LLC | History | Reduced | 367 | 2 | 0.0% | 0.0% | 114 | -158 | -30.1% | Q3 2026 | Oct 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 273 | 2 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 399 | 2 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 268 | 1 | 0.0% | 0.0% | 121 | +125 | 87.41% | Q3 2026 | Oct 08, 2026 |
| True Wealth Design, LLC | History | Reduced | 226 | 1 | 0.0% | 0.0% | 120 | -81 | -26.38% | Q3 2026 | Oct 13, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 203 | 1 | 0.0% | 0.0% | 122 | -9 | -4.25% | Q3 2026 | Oct 19, 2026 |
| Clearstead Advisors, LLC | History | No change | 141 | 1 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 186 | 1 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 195 | 1 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 234 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -34,687 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Root Financial Partners, LLC | History | New | 94 | 0 | — | — | — | +94 | New | Q3 2026 | Oct 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -43 | -100.0% | Q3 2026 | Oct 07, 2026 |
| CoreCap Advisors, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q3 2026 | Oct 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 29 | 0 | — | — | — | -17 | -36.96% | Q3 2026 | Oct 29, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 87 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Quarry LP | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 91 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |