UroGen Pharma Ltd. - URGN

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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% 0.81% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History Added to 3,201,461 117,813 0.0% 0.0% 2 +355,894 12.51% Q2 2026 Aug 07, 2026
MORGAN STANLEY History Added to 2,576,363 94,810 0.01% 0.0% 3 +16,325 0.64% Q2 2026 Aug 13, 2026
Kynam Capital Management, LP History Added to 2,434,207 89,578 4.95% 2.49% 4 +186,814 8.31% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History No change 2,199,652 80,947 0.53% 0.27% 5 0 0.0% Q2 2026 Aug 17, 2026
SG Americas Securities, LLC History Added to 2,052,906 75,547 0.04% 0.03% 6 +395,060 23.83% Q2 2026 Aug 07, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,685,719 62,034 0.03% 0.02% 7 +48,149 2.94% Q2 2026 Aug 12, 2026
ACORN CAPITAL ADVISORS, LLC History No change 1,673,420 61,581 16.8% 8.55% 8 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History New 1,525,549 56,140 0.06% 9 +1,525,549 New Q2 2026 Aug 14, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Added to 1,508,547 55,514 0.52% 0.24% 10 +194,435 14.8% Q2 2026 Aug 14, 2026
Opaleye Management Inc. History Added to 1,439,996 52,991 4.8% 3.39% 11 +9,996 0.7% Q2 2026 Aug 14, 2026
SILVERARC CAPITAL MANAGEMENT, LLC History Reduced 1,301,979 47,912 4.98% 2.76% 12 -201,066 -13.38% Q2 2026 Aug 13, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 1,152,531 42,413 0.17% 0.1% 13 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History Added to 1,145,819 42,166 0.02% 0.01% 14 +122,660 11.99% Q2 2026 Aug 14, 2026
STATE STREET CORP History Added to 1,003,071 36,913 0.0% 0.0% 15 +128,895 14.74% Q2 2026 Aug 07, 2026
MPM BioImpact LLC History Reduced 933,415 34,349 2.09% 1.31% 16 -10,388 -1.1% Q2 2026 Aug 14, 2026
Soleus Capital Management, L.P. History Added to 829,810 30,537 1.05% 0.53% 17 +102,810 14.14% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History Added to 819,834 30,169 0.0% 0.0% 18 +221,306 36.98% Q2 2026 Aug 14, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 770,909 28,369 0.18% 0.12% 19 0 0.0% Q2 2026 Aug 10, 2026
ORBIMED ADVISORS LLC History Reduced 676,187 24,883 0.46% 0.31% 20 -199,300 -22.76% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 610,364 22,461 0.0% 0.0% 21 +86,533 16.52% Q2 2026 Aug 12, 2026
Woodline Partners LP History No change 500,726 18,426 0.06% 0.03% 22 0 0.0% Q2 2026 Aug 14, 2026
Boxer Capital Management, LLC History No change 500,000 18,400 1.39% 1.18% 23 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 475,702 17,505 0.0% 0.0% 24 +348,919 275.21% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 456,558 16,801 0.0% 0.0% 25 +47,001 11.48% Q2 2026 Aug 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 387,074 14,244 0.02% 0.01% 26 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History Added to 304,570 11,208 0.0% 0.0% 27 +28,632 10.38% Q2 2026 Aug 13, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Added to 300,650 11,063 0.54% 0.29% 28 +14,816 5.18% Q2 2026 Aug 07, 2026
Hennion & Walsh Asset Management, Inc. History Added to 276,696 10,182 0.29% 0.11% 29 +93,192 50.78% Q2 2026 Jul 08, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 268,082 9,865 0.0% 0.0% 30 -49,341 -15.54% Q2 2026 Aug 14, 2026
ADAR1 Capital Management, LLC History Reduced 252,395 9,288 0.43% 0.42% 31 -143,064 -36.18% Q2 2026 Aug 14, 2026
J. Goldman & Co LP History Reduced 246,775 9,081 0.23% 0.52% 32 -742,095 -75.04% Q2 2026 Aug 14, 2026
Privium Fund Management B.V. History Reduced 210,000 7,728 1.42% 0.89% 33 -28,122 -11.81% Q2 2026 Aug 07, 2026
FMR LLC History Added to 197,098 7,253 0.0% 0.0% 34 +52,137 35.97% Q2 2026 Aug 13, 2026
SUPERSTRING CAPITAL MANAGEMENT LP History Reduced 191,313 7,040 4.45% 4.98% 35 -196,058 -50.61% Q2 2026 Aug 14, 2026
Parkman Healthcare Partners LLC History Reduced 174,064 6,405 0.66% 0.51% 36 -100,936 -36.7% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 149,228 5,491 0.0% 0.0% 37 +5,168 3.59% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 148,963 5,481 0.0% 0.0% 38 -28,938 -16.27% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 128,370 4,724 0.0% 0.0% 39 +39,904 45.11% Q2 2026 Aug 14, 2026
UBS Group AG History Reduced 121,461 4,469 0.0% 0.0% 40 -38,197 -23.92% Q2 2026 Aug 13, 2026
Elmind Capital, LP History Reduced 120,000 4,416 1.11% 1.12% 41 -100,000 -45.45% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 115,362 4,245 0.0% 0.0% 42 +15,147 15.11% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Added to 113,028 4,159 0.0% 0.0% 43 +14,086 14.24% Q2 2026 Aug 06, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 111,141 4,089 0.02% 0.02% 44 -119,489 -51.81% Q2 2026 Aug 14, 2026
Aisling Capital Management LP History No change 108,000 3,974 0.84% 0.41% 45 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 106,692 3,926 0.0% 0.0% 46 -264,206 -71.23% Q2 2026 Aug 14, 2026
Tidal Investments LLC History Reduced 101,837 3,747 0.01% 0.0% 47 -1,112 -1.08% Q2 2026 Aug 13, 2026
ARK Investment Management LLC History Reduced 101,508 3,735 0.02% 0.02% 48 -14,037 -12.15% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History Added to 94,979 3,495 0.0% 0.0% 49 +31,733 50.17% Q2 2026 Aug 06, 2026
Nuveen, LLC History Added to 92,102 3,389 0.0% 0.0% 50 +4,580 5.23% Q2 2026 Aug 11, 2026
OAK RIDGE INVESTMENTS LLC History Added to 88,591 3,260 0.18% 0.1% 51 +2,188 2.53% Q2 2026 Jul 21, 2026
CITADEL ADVISORS LLC History Reduced 80,285 2,954 0.0% 0.0% 52 -235,911 -74.61% Q2 2026 Sep 02, 2026
WELLS FARGO & COMPANY/MN History Added to 80,234 2,952 0.0% 0.0% 53 +24,477 43.9% Q2 2026 Aug 14, 2026
Informed Momentum Co LLC History New 79,271 2,917 0.26% 54 +79,271 New Q2 2026 Aug 13, 2026
Swiss National Bank History No change 77,800 2,863 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 11, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 74,024 2,724 0.01% 0.01% 56 -24,031 -24.51% Q2 2026 Aug 06, 2026
TRUIST FINANCIAL CORP History No change 72,286 2,660 0.0% 0.0% 57 0 0.0% Q2 2026 Jul 28, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 71,260 2,622 0.0% 0.0% 58 +27,762 63.82% Q2 2026 Aug 12, 2026
RENAISSANCE TECHNOLOGIES LLC History New 70,300 2,587 0.0% 59 +70,300 New Q2 2026 Aug 13, 2026
Ally Bridge Group (NY) LLC History Reduced 69,183 2,545 2.25% 2.94% 60 -132,941 -65.77% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History Added to 54,922 2,021 0.0% 0.0% 61 +5,515 11.16% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History Reduced 53,405 1,965 0.0% 0.0% 62 -12,995 -19.57% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History Reduced 51,550 1,897 0.0% 0.0% 63 -184,642 -78.17% Q2 2026 Aug 07, 2026
Atom Investors LP History Reduced 46,664 1,717 0.15% 0.19% 64 -98,678 -67.89% Q2 2026 Aug 14, 2026
Annandale Capital, LLC History Reduced 45,425 1,672 0.23% 0.15% 65 -13,127 -22.42% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 44,949 1,654 0.0% 0.0% 66 +6,199 16.0% Q2 2026 Aug 24, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 43,599 1,604 0.0% 0.0% 67 +34,079 357.97% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History Added to 39,544 1,426 0.0% 0.0% 68 +18,422 87.22% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 37,207 1,369 0.0% 0.0% 69 +5,648 17.9% Q2 2026 Aug 13, 2026
Coastal Bridge Advisors, LLC History No change 37,000 1,361 0.08% 0.05% 70 0 0.0% Q2 2026 Aug 17, 2026
Legal & General Group Plc History Added to 35,830 1,318 0.0% 0.0% 71 +10,658 42.34% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 35,003 1,289 0.0% 0.0% 72 +6,549 23.02% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 35,054 1,289 0.0% 0.0% 73 +2,938 9.15% Q2 2026 Aug 14, 2026
Focus Partners Wealth History Reduced 33,061 1,216 0.0% 0.0% 74 -977 -2.87% Q2 2026 Aug 12, 2026
Schonfeld Strategic Advisors LLC History Reduced 32,459 1,194 0.0% 0.02% 75 -125,652 -79.47% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History Added to 32,350 1,190 0.01% 0.01% 76 +13,360 70.35% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History Added to 31,668 1,165 0.0% 0.0% 77 +1,502 4.98% Q2 2026 Aug 14, 2026
POLEN CAPITAL MANAGEMENT LLC History New 29,615 1,089 0.01% 78 +29,615 New Q2 2026 Aug 04, 2026
Cetera Investment Advisers History Reduced 28,952 1,065 0.0% 0.0% 79 -144 -0.49% Q2 2026 Aug 12, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 26,004 956 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History Reduced 25,927 954 0.0% 0.0% 81 -2,153 -7.67% Q2 2026 Aug 14, 2026
HighVista Strategies LLC History Reduced 24,968 918 0.21% 0.13% 82 -1,542 -5.82% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History Added to 24,865 915 0.0% 0.0% 83 +1,539 6.6% Q2 2026 Aug 13, 2026
Palo Alto Investors LP History No change 24,500 901 0.12% 0.07% 84 0 0.0% Q2 2026 Aug 19, 2026
GROUP ONE TRADING LLC History Reduced 24,246 892 0.0% 0.0% 85 -2,920 -10.75% Q2 2026 Aug 13, 2026
CITIGROUP INC History Added to 22,871 841 0.0% 0.0% 86 +17,928 362.69% Q2 2026 Aug 03, 2026
ALLIANCEBERNSTEIN L.P. History Added to 43,710 785 0.0% 0.0% 87 +8,670 24.74% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 20,696 761 0.0% 0.0% 88 -11,813 -36.34% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 19,536 718 0.0% 0.0% 89 +670 3.55% Q2 2026 Aug 14, 2026
Susquehanna Portfolio Strategies, LLC History No change 19,404 714 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History New 19,386 713 0.01% 91 +19,386 New Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History Added to 19,263 708 0.0% 0.0% 92 +2,518 15.04% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History New 19,100 703 0.0% 93 +19,100 New Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History Reduced 18,705 688 0.0% 0.0% 94 -18,361 -49.54% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 18,398 677 0.0% 0.0% 95 +5,885 47.03% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History Reduced 18,252 671 0.0% 0.0% 96 -1,924 -9.54% Q2 2026 Aug 13, 2026
CAPITAL FUND MANAGEMENT S.A. History New 17,585 647 0.0% 97 +17,585 New Q2 2026 Aug 13, 2026
GLENMEDE TRUST CO NA History Added to 17,206 633 0.0% 0.0% 98 +6,689 63.6% Q2 2026 Aug 10, 2026
Birchview Capital, LP History New 16,487 606 0.28% 99 +16,487 New Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History New 16,378 602 0.01% 100 +16,378 New Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 15,737 579 0.0% 0.0% 101 +3,000 23.55% Q2 2026 Jul 29, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 15,384 566 0.02% 0.01% 102 0 0.0% Q2 2026 Aug 13, 2026
Jackson Creek Investment Advisors LLC History New 14,134 540 0.18% 103 +14,134 New Q2 2026 Aug 10, 2026
LPL Financial LLC History New 14,457 532 0.0% 104 +14,457 New Q2 2026 Aug 07, 2026
Verdad Advisers, LP History New 14,440 531 0.51% 105 +14,440 New Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History Reduced 14,325 527 0.0% 0.0% 106 -6,477 -31.14% Q2 2026 Aug 07, 2026
MAI Capital Management History Added to 14,163 521 0.0% 0.0% 107 +157 1.12% Q2 2026 Aug 14, 2026
DnB Asset Management AS History Reduced 12,906 474 0.0% 0.0% 108 -568 -4.22% Q2 2026 Aug 11, 2026
State of New Jersey Common Pension Fund D History Reduced 12,593 463 0.0% 0.0% 109 -846 -6.3% Q2 2026 Aug 04, 2026
Police & Firemen's Retirement System of New Jersey History Added to 12,566 462 0.0% 0.0% 110 +2,097 20.03% Q2 2026 Jul 23, 2026
Creative Planning History Added to 12,075 444 0.0% 0.0% 111 +1,399 13.1% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History Reduced 11,741 432 0.0% 0.0% 112 -900 -7.12% Q2 2026 Sep 08, 2026
Arax Advisory Partners History New 11,739 431 0.0% 113 +11,739 New Q2 2026 Aug 10, 2026
Squarepoint Ops LLC History New 11,699 430 0.0% 114 +11,699 New Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 11,197 412 0.0% 0.0% 115 +288 2.64% Q2 2026 Sep 09, 2026
ROYAL BANK OF CANADA History Added to 11,060 407 0.0% 0.0% 116 +2,514 29.42% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 10,820 398 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History Reduced 10,746 395 0.0% 0.0% 118 -55 -0.51% Q2 2026 Aug 07, 2026
KLP KAPITALFORVALTNING AS History Reduced 10,200 375 0.0% 0.0% 119 -4,100 -28.67% Q2 2026 Aug 12, 2026
BARCLAYS PLC History Added to 10,175 374 0.0% 0.0% 120 +540 5.6% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 10,100 371 0.0% 0.0% 121 0 0.0% Q2 2026 Sep 02, 2026
Cresset Asset Management, LLC History New 9,966 366 0.0% 122 +9,966 New Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History New 9,660 355 0.0% 123 +9,660 New Q2 2026 Aug 10, 2026
Orion Porfolio Solutions, LLC History New 9,397 345 0.0% 124 +9,397 New Q2 2026 Aug 14, 2026
JANUS HENDERSON GROUP PLC History No change 19,100 343 0.0% 0.0% 125 0 0.0% Q1 2026 May 18, 2026
SHIKIAR ASSET MANAGEMENT INC History Reduced 8,750 322 0.08% 0.06% 126 -2,000 -18.6% Q2 2026 Jul 21, 2026
Vanguard Global Advisers, LLC History No change 8,472 311 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
Main Street Financial Solutions, LLC History Reduced 8,190 301 0.02% 0.03% 128 -12,800 -60.98% Q2 2026 Aug 07, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History New 8,120 298 0.0% 129 +8,120 New Q2 2026 Aug 10, 2026
ACADIAN ASSET MANAGEMENT LLC History New 8,113 297 0.0% 130 +8,113 New Q2 2026 Aug 13, 2026
Baader Bank Aktiengesellschaft History New 8,000 294 0.02% 131 +8,000 New Q2 2026 Jul 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 7,642 294 0.0% 132 +7,642 New Q2 2026 Jul 15, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 7,957 292 0.05% 0.08% 133 -17,714 -69.0% Q2 2026 Aug 04, 2026
China Universal Asset Management Co., Ltd. History Reduced 7,754 285 0.02% 0.01% 134 -553 -6.66% Q2 2026 Jul 24, 2026
Vivaldi Capital Management LP History No change 15,661 281 0.04% 0.04% 135 0 0.0% Q1 2026 May 14, 2026
Mariner, LLC History New 7,623 280 0.0% 136 +7,623 New Q2 2026 Aug 13, 2026
Kathmere Capital Management, LLC History New 7,360 270 0.01% 137 +7,360 New Q2 2026 Jul 29, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 7,212 265 0.0% 0.0% 138 +6,887 2119.08% Q2 2026 Aug 13, 2026
ProShare Advisors LLC History New 7,179 264 0.0% 139 +7,179 New Q2 2026 Aug 11, 2026
DIADEMA PARTNERS LP History Reduced 7,137 262 0.03% 0.07% 140 -16,018 -69.18% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History New 7,000 257 0.0% 141 +7,000 New Q2 2026 Jul 30, 2026
PRUDENTIAL FINANCIAL INC History New 6,975 256 0.0% 142 +6,975 New Q2 2026 Aug 12, 2026
Jain Global LLC History New 6,902 253 0.0% 143 +6,902 New Q2 2026 Aug 14, 2026
Brookstone Capital Management History New 6,000 220 0.0% 144 +6,000 New Q2 2026 Jul 15, 2026
RITHOLTZ WEALTH MANAGEMENT History New 5,462 201 0.0% 145 +5,462 New Q2 2026 Aug 11, 2026
Ameritas Investment Partners, Inc. History Added to 3,867 142 0.0% 0.0% 146 +785 25.47% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History Reduced 2,270 83 0.0% 0.0% 147 -647 -22.18% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History Reduced 2,251 82 0.0% 0.0% 148 -818 -26.65% Q2 2026 Aug 11, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 2,179 80 0.0% 0.0% 149 -263 -10.77% Q2 2026 Jul 22, 2026
Quantbot Technologies LP History New 2,133 78 0.0% 150 +2,133 New Q2 2026 Aug 12, 2026
CWM, LLC History No change 3,894 70 0.0% 0.0% 151 0 0.0% Q1 2026 May 14, 2026
Persistent Asset Partners Ltd History Reduced 1,790 65 0.02% 0.04% 152 -4,034 -69.27% Q2 2026 Aug 06, 2026
KBC Group NV History No change 1,340 49 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 05, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 993 36 0.0% 0.0% 155 -52 -4.98% Q2 2026 Aug 07, 2026
Activest Wealth Management History No change 1,001 36 0.01% 0.0% 154 0 0.0% Q2 2026 Jul 16, 2026
FEDERATED HERMES, INC. History New 958 35 0.0% 156 +958 New Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,000 34 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 874 32 0.0% 0.0% 158 -46,545 -98.16% Q2 2026 Aug 13, 2026
Rossby Financial, LCC History No change 770 28 0.01% 0.0% 159 0 0.0% Q2 2026 Aug 04, 2026
Pinnacle Wealth Planning Services, Inc. History No change 688 25 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 07, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 595 21 0.0% 0.0% 161 +131 28.23% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History Reduced 584 21 0.0% 0.0% 162 -12 -2.01% Q2 2026 Jul 24, 2026
State of Wyoming History New 530 19 0.0% 163 +530 New Q2 2026 Aug 06, 2026
Larson Financial Group LLC History Added to 485 17 0.0% 0.0% 164 +241 98.77% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 441 16 0.0% 0.0% 165 +2 0.46% Q2 2026 Jul 07, 2026
Napier Financial, LLC History No change 400 14 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 31, 2026
NFSG Corp History Reduced 350 12 0.0% 0.0% 167 -650 -65.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History Reduced 247 9 0.0% 0.0% 168 -208 -45.71% Q2 2026 Jul 28, 2026
Allworth Financial LP History Added to 241 8 0.0% 169 +196 435.56% Q2 2026 Aug 11, 2026
Costello Asset Management, INC History No change 200 7 0.0% 0.0% 170 0 0.0% Q2 2026 Jul 28, 2026
Rockefeller Capital Management L.P. History No change 112 4 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 84 3 0.0% 0.0% 172 +20 31.25% Q2 2026 Aug 06, 2026
NewEdge Advisors, LLC History No change 100 3 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History New 81 2 0.0% 177 +81 New Q2 2026 Aug 12, 2026
Optiver Holding B.V. History Reduced 72 2 0.0% 0.0% 175 -80 -52.63% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 68 2 0.0% 0.0% 174 +5 7.94% Q2 2026 Aug 07, 2026
Smartleaf Asset Management LLC History No change 72 2 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 12, 2026
Essential Partners LLC History Reduced 48 1 0.0% 0.0% 181 -70 -59.32% Q2 2026 Aug 10, 2026
Altshuler Shaham Ltd History New 39 1 0.0% 182 +39 New Q2 2026 Aug 12, 2026
Quarry LP History New 36 1 0.0% 183 +36 New Q2 2026 Aug 14, 2026
Covestor Ltd History Added to 14 1 0.0% 180 +8 133.33% Q2 2026 Aug 07, 2026
Parkside Financial Bank & Trust History No change 45 1 0.0% 178 0 0.0% Q2 2026 Sep 04, 2026
IFP Advisors, Inc History No change 31 1 0.0% 179 0 0.0% Q2 2026 Jul 20, 2026
TORONTO DOMINION BANK History Closed out 0 0 0.07% -2,616,714 -100.0% Q2 2026 Aug 14, 2026
Paradigm Biocapital Advisors LP History Closed out 0 0 0.63% -1,703,949 -100.0% Q2 2026 Aug 14, 2026
TCG Crossover Management, LLC History Closed out 0 0 0.21% -405,365 -100.0% Q2 2026 Aug 14, 2026
TANG CAPITAL MANAGEMENT LLC History Closed out 0 0 0.32% -350,000 -100.0% Q2 2026 Aug 14, 2026
Vestal Point Capital, LP History Closed out 0 0 0.07% -139,079 -100.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History Closed out 0 0 0.01% -73,905 -100.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.01% -70,240 -100.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History Closed out 0 0 0.0% -49,363 -100.0% Q2 2026 Aug 14, 2026
BENDER ROBERT & ASSOCIATES History Closed out 0 0 0.15% -34,701 -100.0% Q2 2026 Jul 30, 2026
Man Group plc History Closed out 0 0 0.0% -25,395 -100.0% Q2 2026 Aug 14, 2026
MEITAV INVESTMENT HOUSE LTD History Closed out 0 0 0.0% -22,223 -100.0% Q2 2026 Jul 20, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History Closed out 0 0 0.08% -21,823 -100.0% Q2 2026 Aug 05, 2026
FARALLON CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.0% -11,000 -100.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History Closed out 0 0 0.0% -4,124 -100.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 0.0% -688 -100.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History Closed out 0 0 0.0% -553 -100.0% Q2 2026 Aug 12, 2026
Sound Income Strategies, LLC History Closed out 0 0 0.0% -388 -100.0% Q2 2026 Jul 20, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 0.0% -120 -100.0% Q2 2026 Aug 13, 2026
Root Financial Partners, LLC History Closed out 0 0 -30 -100.0% Q2 2026 Jul 29, 2026
SBI Securities Co., Ltd. History Reduced 6 0 -14 -70.0% Q2 2026 Jul 22, 2026
NATIONAL BANK OF CANADA /FI/ History New 11 0 +11 New Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History Added to 16 0 +6 60.0% Q2 2026 Jul 23, 2026
Silver Grove Financial Group, Inc. History New 4 0 +4 New Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History New 2 0 +2 New Q2 2026 Aug 11, 2026
Clearstead Advisors, LLC History New 1 0 +1 New Q2 2026 Aug 06, 2026
JPL Wealth Management, LLC History Closed out 0 0 -1 -100.0% Q2 2026 Aug 13, 2026
DecisionPoint Financial, LLC History No change 22 0 0 0.0% Q2 2026 Aug 05, 2026
True Wealth Design, LLC History No change 16 0 0 0.0% Q2 2026 Jul 16, 2026
Farther Finance Advisors, LLC History No change 24 0 0 0.0% Q2 2026 Jul 17, 2026
Hughes Financial Services, LLC History No change 3 0 0 0.0% Q2 2026 Jul 20, 2026