UroGen Pharma Ltd. - URGN

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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
RTW INVESTMENTS, LP History No change 4,543,895 167,215 1.43% 1.43% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 3,201,461 117,813 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 2,576,363 94,810 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
Kynam Capital Management, LP History No change 2,434,207 89,578 4.95% 4.95% 4 0 0.0% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History No change 2,199,652 80,947 0.53% 0.53% 5 0 0.0% Q2 2026 Aug 17, 2026
SG Americas Securities, LLC History No change 2,052,906 75,547 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 07, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,685,719 62,034 0.03% 0.03% 7 0 0.0% Q2 2026 Aug 12, 2026
ACORN CAPITAL ADVISORS, LLC History No change 1,673,420 61,581 16.8% 16.8% 8 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 1,525,549 56,140 0.06% 0.06% 9 0 0.0% Q2 2026 Aug 14, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History No change 1,508,547 55,514 0.52% 0.52% 10 0 0.0% Q2 2026 Aug 14, 2026
Opaleye Management Inc. History No change 1,439,996 52,991 4.8% 4.8% 11 0 0.0% Q2 2026 Aug 14, 2026
SILVERARC CAPITAL MANAGEMENT, LLC History No change 1,301,979 47,912 4.98% 4.98% 12 0 0.0% Q2 2026 Aug 13, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 1,152,531 42,413 0.17% 0.17% 13 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 1,145,819 42,166 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 1,003,071 36,913 0.0% 0.0% 15 0 0.0% Q2 2026 Sep 22, 2026
MPM BioImpact LLC History No change 933,415 34,349 2.09% 2.09% 16 0 0.0% Q2 2026 Aug 14, 2026
Soleus Capital Management, L.P. History No change 829,810 30,537 1.05% 1.05% 17 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 819,834 30,169 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 770,909 28,369 0.18% 0.18% 19 0 0.0% Q2 2026 Aug 10, 2026
ORBIMED ADVISORS LLC History No change 676,187 24,883 0.46% 0.46% 20 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 610,364 22,461 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 12, 2026
Woodline Partners LP History No change 500,726 18,426 0.06% 0.06% 22 0 0.0% Q2 2026 Aug 14, 2026
Boxer Capital Management, LLC History No change 500,000 18,400 1.39% 1.39% 23 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 475,702 17,505 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 456,558 16,801 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 387,074 14,244 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 13, 2026
Hennion & Walsh Asset Management, Inc. History Added to 309,584 12,578 0.37% 0.29% 27 +32,888 11.89% Q3 2026 Oct 13, 2026
NORTHERN TRUST CORP History No change 304,570 11,208 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
RICE HALL JAMES & ASSOCIATES, LLC History No change 300,650 11,063 0.54% 0.54% 29 0 0.0% Q2 2026 Aug 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 268,082 9,865 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
ADAR1 Capital Management, LLC History No change 252,395 9,288 0.43% 0.43% 31 0 0.0% Q2 2026 Aug 14, 2026
J. Goldman & Co LP History No change 246,775 9,081 0.23% 0.23% 32 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 197,098 7,253 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
SUPERSTRING CAPITAL MANAGEMENT LP History No change 191,313 7,040 4.45% 4.45% 34 0 0.0% Q2 2026 Aug 14, 2026
Parkman Healthcare Partners LLC History No change 174,064 6,405 0.66% 0.66% 35 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 149,228 5,491 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 148,963 5,481 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 128,370 4,724 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 121,461 4,469 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 13, 2026
Elmind Capital, LP History No change 120,000 4,416 1.11% 1.11% 40 0 0.0% Q2 2026 Aug 14, 2026
Privium Fund Management B.V. History Reduced 107,915 4,384 0.85% 1.42% 41 -102,085 -48.61% Q3 2026 Nov 02, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 115,362 4,245 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Reduced 102,516 4,165 0.0% 0.0% 43 -10,512 -9.3% Q3 2026 Nov 05, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 111,141 4,089 0.02% 0.02% 44 0 0.0% Q2 2026 Aug 14, 2026
Aisling Capital Management LP History No change 108,000 3,974 0.84% 0.84% 45 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 106,692 3,926 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 101,837 3,747 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 13, 2026
ARK Investment Management LLC History No change 101,508 3,735 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 94,979 3,495 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 06, 2026
Nuveen, LLC History No change 92,102 3,389 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 11, 2026
OAK RIDGE INVESTMENTS LLC History Reduced 74,743 3,036 0.18% 0.18% 51 -13,848 -15.63% Q3 2026 Oct 30, 2026
CITADEL ADVISORS LLC History No change 80,285 2,954 0.0% 0.0% 52 0 0.0% Q2 2026 Sep 02, 2026
WELLS FARGO & COMPANY/MN History No change 80,234 2,952 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History Added to 72,303 2,937 0.0% 0.0% 54 +17 0.02% Q3 2026 Oct 30, 2026
Informed Momentum Co LLC History No change 79,271 2,917 0.26% 0.26% 55 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 77,800 2,863 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 11, 2026
PANAGORA ASSET MANAGEMENT INC History No change 74,024 2,724 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 06, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 71,260 2,622 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 12, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 70,300 2,587 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 13, 2026
Ally Bridge Group (NY) LLC History No change 69,183 2,545 2.25% 2.25% 60 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 54,922 2,021 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 53,405 1,965 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 51,550 1,897 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 07, 2026
Atom Investors LP History No change 46,664 1,717 0.15% 0.15% 64 0 0.0% Q2 2026 Aug 14, 2026
Annandale Capital, LLC History No change 45,425 1,672 0.23% 0.23% 65 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 44,949 1,654 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 24, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 43,599 1,604 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 39,544 1,426 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 12, 2026
BENDER ROBERT & ASSOCIATES History New 34,701 1,409 0.27% — 69 +34,701 New Q3 2026 Oct 21, 2026
VANGUARD FIDUCIARY TRUST CO History No change 37,207 1,369 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
Coastal Bridge Advisors, LLC History No change 37,000 1,361 0.08% 0.08% 71 0 0.0% Q2 2026 Aug 17, 2026
Legal & General Group Plc History No change 35,830 1,318 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 35,003 1,289 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 35,054 1,289 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 33,061 1,216 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 12, 2026
Schonfeld Strategic Advisors LLC History No change 32,459 1,194 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 32,350 1,190 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 31,668 1,165 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
POLEN CAPITAL MANAGEMENT LLC History No change 29,615 1,089 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 04, 2026
Cetera Investment Advisers History No change 28,952 1,065 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 12, 2026
SIMPLEX TRADING, LLC History Added to 24,113 979 0.0% 0.0% 81 +5,408 28.91% Q3 2026 Nov 04, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 26,004 956 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 25,927 954 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
HighVista Strategies LLC History No change 24,968 918 0.21% 0.21% 84 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 24,865 915 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
Palo Alto Investors LP History No change 24,500 901 0.12% 0.12% 86 0 0.0% Q2 2026 Aug 19, 2026
GROUP ONE TRADING LLC History No change 24,246 892 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 43,710 785 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 20,696 761 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 20,291 750 0.0% 0.0% 90 +12,649 165.52% Q3 2026 Oct 13, 2026
CITIGROUP INC History Reduced 17,973 730 0.0% 0.0% 91 -4,898 -21.42% Q3 2026 Nov 04, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 19,536 718 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
Susquehanna Portfolio Strategies, LLC History No change 19,404 714 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 19,386 713 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 19,263 708 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 19,100 703 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 18,398 677 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 18,252 671 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 17,585 647 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 13, 2026
CenterBook Partners LP History New 15,800 641 0.03% — 100 +15,800 New Q3 2026 Nov 02, 2026
GLENMEDE TRUST CO NA History No change 17,206 633 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 10, 2026
Birchview Capital, LP History No change 16,487 606 0.28% 0.28% 102 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 16,378 602 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 14,714 597 0.0% 0.0% 104 +2,639 21.86% Q3 2026 Nov 02, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 15,737 579 0.0% 0.0% 105 0 0.0% Q2 2026 Jul 29, 2026
Jackson Creek Investment Advisors LLC History Reduced 14,088 572 0.2% 0.18% 106 -46 -0.33% Q3 2026 Nov 04, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 15,384 566 0.02% 0.02% 107 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 14,457 532 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 07, 2026
Verdad Advisers, LP History No change 14,440 531 0.51% 0.51% 109 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 14,325 527 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 07, 2026
MAI Capital Management History No change 14,163 521 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History No change 12,593 511 0.0% 0.0% 112 0 0.0% Q3 2026 Nov 05, 2026
DnB Asset Management AS History No change 12,906 474 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 11, 2026
Police & Firemen's Retirement System of New Jersey History No change 12,566 462 0.0% 0.0% 114 0 0.0% Q2 2026 Jul 23, 2026
Kathmere Capital Management, LLC History Added to 10,987 446 0.02% 0.01% 116 +3,627 49.28% Q3 2026 Oct 20, 2026
Arizona State Retirement System History Added to 10,980 446 0.0% 0.0% 115 +234 2.18% Q3 2026 Nov 03, 2026
Integrated Wealth Concepts LLC History No change 11,741 432 0.0% 0.0% 117 0 0.0% Q2 2026 Sep 08, 2026
Arax Advisory Partners History No change 11,739 431 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 10, 2026
Squarepoint Ops LLC History No change 11,699 430 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 11,197 412 0.0% 0.0% 120 0 0.0% Q2 2026 Sep 09, 2026
ROYAL BANK OF CANADA History No change 11,060 407 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 10,820 398 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 10,200 375 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 10,175 374 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 10,100 371 0.0% 0.0% 125 0 0.0% Q2 2026 Sep 02, 2026
Cresset Asset Management, LLC History No change 9,966 366 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 14, 2026
China Universal Asset Management Co., Ltd. History Added to 8,919 360 0.02% 0.02% 127 +1,165 15.02% Q3 2026 Oct 27, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 9,660 355 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 10, 2026
Orion Porfolio Solutions, LLC History No change 9,397 345 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Corp History New 8,345 339 0.06% — 130 +8,345 New Q3 2026 Nov 05, 2026
SHIKIAR ASSET MANAGEMENT INC History Reduced 7,750 315 0.08% 0.08% 131 -1,000 -11.43% Q3 2026 Oct 20, 2026
OPPENHEIMER & CO INC History New 7,696 312 0.0% — 132 +7,696 New Q3 2026 Oct 26, 2026
Vanguard Global Advisers, LLC History No change 8,472 311 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
Main Street Financial Solutions, LLC History No change 8,190 301 0.02% 0.02% 134 0 0.0% Q2 2026 Aug 07, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 8,120 298 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 10, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 8,113 297 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
Baader Bank Aktiengesellschaft History No change 8,000 294 0.02% 0.02% 137 0 0.0% Q2 2026 Jul 23, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 7,957 292 0.05% 0.05% 138 0 0.0% Q2 2026 Aug 04, 2026
ProShare Advisors LLC History Reduced 7,042 286 0.0% 0.0% 139 -137 -1.91% Q3 2026 Oct 28, 2026
Pictet Asset Management Holding SA History No change 7,000 284 0.0% 0.0% 140 0 0.0% Q3 2026 Nov 03, 2026
Mariner, LLC History No change 7,623 280 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 7,212 265 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
DIADEMA PARTNERS LP History No change 7,137 262 0.03% 0.03% 143 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 6,975 256 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 12, 2026
Jain Global LLC History No change 6,902 253 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
Calamos Advisors LLC History New 6,061 246 0.0% — 147 +6,061 New Q3 2026 Nov 02, 2026
Brookstone Capital Management History Added to 6,055 246 0.0% 0.0% 146 +55 0.92% Q3 2026 Oct 22, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 5,462 201 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 11, 2026
State of Wyoming History Added to 4,629 188 0.01% 0.0% 149 +4,099 773.4% Q3 2026 Oct 28, 2026
Ameritas Investment Partners, Inc. History No change 3,867 142 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 2,498 101 0.0% 0.0% 151 +319 14.64% Q3 2026 Oct 28, 2026
OSAIC HOLDINGS, INC. History No change 2,270 83 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 2,251 82 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 11, 2026
Quantbot Technologies LP History No change 2,133 78 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 12, 2026
Persistent Asset Partners Ltd History No change 1,790 65 0.02% 0.02% 155 0 0.0% Q2 2026 Aug 06, 2026
Sterling Capital Management LLC History Added to 1,339 54 0.0% 0.0% 156 +1,092 442.11% Q3 2026 Oct 22, 2026
KBC Group NV History No change 1,340 54 0.0% 0.0% 157 0 0.0% Q3 2026 Oct 22, 2026
LANARK FINANCIAL, INC. History New 1,184 48 0.0% — 158 +1,184 New Q3 2026 Oct 26, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 1,080 43 0.0% 0.0% 159 +87 8.76% Q3 2026 Oct 26, 2026
Activest Wealth Management History No change 1,001 40 0.01% 0.01% 160 0 0.0% Q3 2026 Oct 15, 2026
FEDERATED HERMES, INC. History No change 958 35 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,000 34 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 874 32 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 13, 2026
Rossby Financial, LCC History No change 770 31 0.0% 0.01% 164 0 0.0% Q3 2026 Nov 05, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 689 27 0.0% 0.0% 165 +94 15.8% Q3 2026 Oct 20, 2026
Pinnacle Wealth Planning Services, Inc. History No change 688 27 0.0% 0.0% 166 0 0.0% Q3 2026 Oct 27, 2026
GAMMA Investing LLC History Added to 664 26 0.0% 0.0% 167 +223 50.57% Q3 2026 Oct 08, 2026
EverSource Wealth Advisors, LLC History Added to 597 24 0.0% 0.0% 168 +13 2.23% Q3 2026 Nov 04, 2026
Larson Financial Group LLC History No change 485 19 0.0% 0.0% 169 0 0.0% Q3 2026 Nov 05, 2026
NFSG Corp History No change 350 14 0.0% 0.0% 170 0 0.0% Q3 2026 Oct 15, 2026
Napier Financial, LLC History No change 400 14 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 31, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 250 10 0.0% — 172 +250 New Q3 2026 Oct 13, 2026
Bayforest Capital Ltd History New 213 8 0.01% — 175 +213 New Q3 2026 Nov 03, 2026
Allworth Financial LP History No change 241 8 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 11, 2026
Costello Asset Management, INC History No change 200 8 0.0% 0.0% 174 0 0.0% Q3 2026 Oct 30, 2026
SJS Investment Consulting Inc. History New 108 4 0.0% — 179 +108 New Q3 2026 Oct 26, 2026
Parkside Financial Bank & Trust History Added to 117 4 0.0% 0.0% 177 +72 160.0% Q3 2026 Oct 27, 2026
US BANCORP \DE\ History Added to 99 4 0.0% 0.0% 176 +18 22.22% Q3 2026 Nov 05, 2026
Rockefeller Capital Management L.P. History No change 112 4 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 13, 2026
Provenance Wealth Advisors, LLC History New 76 3 0.0% — 183 +76 New Q3 2026 Oct 30, 2026
Farther Finance Advisors, LLC History Added to 82 3 0.0% — 182 +58 241.67% Q3 2026 Oct 08, 2026
ROTHSCHILD INVESTMENT LLC History No change 84 3 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Advisors, LLC History No change 100 3 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 12, 2026
Caitong International Asset Management Co., Ltd History New 62 2 0.0% — 187 +62 New Q3 2026 Oct 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 68 2 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 07, 2026
Optiver Holding B.V. History No change 72 2 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 12, 2026
Smartleaf Asset Management LLC History No change 72 2 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 12, 2026
Root Financial Partners, LLC History New 36 1 0.0% — 193 +36 New Q3 2026 Oct 21, 2026
SBI Securities Co., Ltd. History Added to 39 1 0.0% — 190 +33 550.0% Q3 2026 Oct 21, 2026
Altshuler Shaham Ltd History No change 39 1 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History No change 31 1 0.0% 0.0% 189 0 0.0% Q3 2026 Oct 16, 2026
Quarry LP History No change 36 1 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History No change 48 1 0.0% 0.0% 192 0 0.0% Q3 2026 Oct 14, 2026
Covestor Ltd History Reduced 8 0 — 0.0% — -6 -42.86% Q3 2026 Oct 30, 2026
True Wealth Design, LLC History Added to 17 0 — — — +1 6.25% Q3 2026 Oct 13, 2026
Hughes Financial Services, LLC History Reduced 2 0 — — — -1 -33.33% Q3 2026 Oct 30, 2026
Clearstead Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
NATIONAL BANK OF CANADA /FI/ History No change 11 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History No change 16 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
DecisionPoint Financial, LLC History No change 22 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
Silver Grove Financial Group, Inc. History No change 4 0 — — — 0 0.0% Q3 2026 Nov 05, 2026