Viridian Therapeutics, Inc.\DE - VRDN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 16,604,740 | 305,029 | 0.01% | 0.02% | 1 | +1,225,363 | 7.97% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 8,551,488 | 157,090 | 0.0% | 0.0% | 2 | +720,013 | 9.19% | Q2 2026 | Aug 07, 2026 |
| Bellevue Group AG | History | Added to | 6,731,909 | 123,665 | 2.6% | 3.13% | 3 | +5,765 | 0.09% | Q2 2026 | Aug 14, 2026 |
| Paradigm Biocapital Advisors LP | History | Added to | 6,723,788 | 123,515 | 2.31% | 1.26% | 4 | +3,574,895 | 113.53% | Q2 2026 | Aug 14, 2026 |
| Kynam Capital Management, LP | History | Added to | 6,453,877 | 118,557 | 6.55% | 2.83% | 5 | +4,112,225 | 175.61% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 6,124,976 | 112,515 | 0.0% | 0.0% | 6 | +1,452,091 | 31.07% | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 5,748,410 | 105,599 | 0.01% | 0.01% | 7 | +2,542,375 | 79.3% | Q2 2026 | Aug 14, 2026 |
| Fairmount Funds Management LLC | History | Added to | 5,090,928 | 93,520 | 6.18% | 5.53% | 8 | +1,176,470 | 30.05% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 4,576,860 | 84,076 | 0.0% | 0.0% | 9 | +409,659 | 9.83% | Q2 2026 | Aug 13, 2026 |
| Deep Track Capital, LP | History | Added to | 3,592,740 | 65,998 | 0.96% | 0.45% | 10 | +2,198,796 | 157.74% | Q2 2026 | Aug 14, 2026 |
| Venrock Adviser, LLC | History | Reduced | 3,257,917 | 59,847 | 1.81% | 2.83% | 11 | -624,792 | -16.09% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 3,128,362 | 57,468 | 0.01% | 0.01% | 12 | +49,808 | 1.62% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 2,752,827 | 50,569 | 0.0% | 0.0% | 13 | +1,111,350 | 67.7% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,501,869 | 45,968 | 0.0% | 0.0% | 14 | +168,656 | 7.23% | Q2 2026 | Aug 12, 2026 |
| Avoro Capital Advisors LLC | History | Added to | 2,500,000 | 45,925 | 0.41% | 0.29% | 15 | +1,000,000 | 66.67% | Q2 2026 | Aug 14, 2026 |
| BAKER BROS. ADVISORS LP | History | Added to | 2,383,025 | 43,776 | 0.22% | 0.22% | 16 | +411,347 | 20.86% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 2,356,208 | 43,283 | 0.05% | 0.01% | 17 | +2,033,372 | 629.85% | Q2 2026 | Aug 14, 2026 |
| Caligan Partners LP | History | New | 2,193,981 | 40,303 | 1.9% | — | 18 | +2,193,981 | New | Q2 2026 | Aug 14, 2026 |
| Novo Holdings A/S | History | Added to | 2,135,000 | 39,219 | 2.28% | 3.17% | 19 | +135,000 | 6.75% | Q2 2026 | Aug 14, 2026 |
| TANG CAPITAL MANAGEMENT LLC | History | No change | 1,792,626 | 32,930 | 1.5% | 1.78% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,750,850 | 32,163 | 0.01% | 0.01% | 21 | -17,445 | -0.99% | Q2 2026 | Aug 04, 2026 |
| Candriam S.C.A. | History | Added to | 1,707,698 | 31,340 | 0.14% | 0.07% | 22 | +995,959 | 139.93% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,691,304 | 31,069 | 0.0% | 0.0% | 23 | +99,359 | 6.24% | Q2 2026 | Aug 14, 2026 |
| First Turn Management, LLC | History | Added to | 1,670,000 | 30,677 | 3.28% | 1.99% | 24 | +758,663 | 83.25% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,611,521 | 29,607 | 0.01% | 0.0% | 25 | +1,081,758 | 204.2% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,391,639 | 27,220 | 0.01% | 0.01% | 26 | -433 | -0.03% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 1,428,843 | 26,247 | 0.0% | 0.0% | 27 | +1,121,709 | 365.22% | Q2 2026 | Aug 13, 2026 |
| Parkman Healthcare Partners LLC | History | Added to | 1,377,576 | 25,306 | 2.59% | 1.13% | 28 | +819,640 | 146.91% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 1,279,859 | 23,511 | 0.03% | 0.06% | 29 | -1,036,098 | -44.74% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,182,222 | 21,717 | 0.01% | 0.01% | 30 | -80,318 | -6.36% | Q2 2026 | Aug 14, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 1,175,906 | 21,601 | 1.05% | 0.98% | 31 | +277,295 | 30.86% | Q2 2026 | Aug 07, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,112,413 | 20,435 | 0.01% | 0.0% | 32 | +1,089,134 | 4678.61% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,012,138 | 18,592 | 0.01% | 0.0% | 33 | +745,739 | 279.93% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 999,915 | 18,368 | 0.0% | 0.0% | 34 | +111,617 | 12.57% | Q2 2026 | Aug 13, 2026 |
| Elmind Capital, LP | History | Added to | 984,931 | 18,093 | 4.55% | 2.97% | 35 | +450,000 | 84.12% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 944,345 | 17,347 | 0.0% | 0.0% | 36 | -219,270 | -18.84% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 863,491 | 15,862 | 0.0% | 0.0% | 37 | +166,492 | 23.89% | Q2 2026 | Aug 13, 2026 |
| Eversept Partners, LP | History | Added to | 831,142 | 15,268 | 0.79% | 0.74% | 38 | +117,873 | 16.53% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 815,027 | 14,972 | 0.0% | 0.0% | 39 | +87,090 | 11.96% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 793,508 | 14,576 | 0.05% | — | 40 | +793,508 | New | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 768,600 | 14,119 | 0.02% | 0.01% | 41 | +565,500 | 278.43% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 728,817 | 13,388 | 0.0% | 0.0% | 42 | -141,345 | -16.24% | Q2 2026 | Aug 13, 2026 |
| Woodline Partners LP | History | No change | 700,929 | 12,876 | 0.04% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 639,929 | 12,106 | 0.0% | 0.0% | 44 | -419,935 | -39.62% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 657,588 | 12,079 | 0.0% | 0.0% | 45 | +66,363 | 11.22% | Q2 2026 | Aug 13, 2026 |
| PERCEPTIVE ADVISORS LLC | History | Reduced | 581,980 | 10,690 | 0.16% | 0.45% | 46 | -588,849 | -50.29% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 541,058 | 9,939 | 0.13% | — | 47 | +541,058 | New | Q2 2026 | Aug 14, 2026 |
| EMERALD ADVISERS, LLC | History | New | 537,328 | 9,870 | 0.23% | — | 48 | +537,328 | New | Q2 2026 | Aug 05, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 482,875 | 8,870 | 0.0% | 0.01% | 49 | -549,441 | -53.22% | Q2 2026 | Aug 07, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 482,237 | 8,858 | 0.11% | 0.17% | 50 | -81,762 | -14.5% | Q2 2026 | Aug 13, 2026 |
| Ikarian Capital, LLC | History | New | 425,000 | 7,807 | 0.84% | — | 51 | +425,000 | New | Q2 2026 | Aug 14, 2026 |
| Yiheng Capital Management, L.P. | History | Added to | 400,464 | 7,356 | 2.53% | 1.77% | 52 | +191,729 | 91.85% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | Added to | 398,251 | 7,315 | 0.06% | 0.02% | 53 | +334,140 | 521.19% | Q2 2026 | Aug 13, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | New | 395,546 | 7,266 | 0.26% | — | 54 | +395,546 | New | Q2 2026 | Aug 05, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 324,658 | 5,963 | 0.02% | 0.02% | 55 | +10,958 | 3.49% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | Added to | 275,165 | 5,054 | 0.07% | 0.09% | 56 | +21,193 | 8.34% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 268,060 | 4,924 | 0.0% | 0.0% | 57 | +51,535 | 23.8% | Q2 2026 | Aug 06, 2026 |
| Blue Owl Capital Holdings LP | History | New | 260,000 | 4,776 | 0.72% | — | 58 | +260,000 | New | Q2 2026 | Aug 11, 2026 |
| Affinity Asset Advisors, LLC | History | No change | 250,000 | 4,592 | 0.21% | 0.25% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 249,763 | 4,588 | 0.0% | 0.01% | 60 | -12,254 | -4.68% | Q2 2026 | Aug 12, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 235,606 | 4,328 | 0.0% | 0.0% | 61 | +180,220 | 325.39% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 226,484 | 4,160 | 0.0% | 0.0% | 62 | -235,193 | -50.94% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 211,603 | 3,887 | 0.0% | 0.01% | 63 | -2,171,331 | -91.12% | Q2 2026 | Sep 02, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 209,092 | 3,841 | 0.11% | 0.12% | 64 | +34,198 | 19.55% | Q2 2026 | Jul 08, 2026 |
| Nuveen, LLC | History | Reduced | 199,230 | 3,659 | 0.0% | 0.0% | 65 | -405,684 | -67.06% | Q2 2026 | Aug 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 197,848 | 3,634 | 0.02% | — | 66 | +197,848 | New | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 181,234 | 3,329 | 0.0% | 0.0% | 67 | -120,295 | -39.9% | Q2 2026 | Aug 11, 2026 |
| Knott David M Jr | History | No change | 181,000 | 3,324 | 1.76% | 2.11% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 180,348 | 3,312 | 0.0% | 0.0% | 69 | +98,923 | 121.49% | Q2 2026 | Sep 09, 2026 |
| Squarepoint Ops LLC | History | Added to | 176,955 | 3,250 | 0.0% | 0.0% | 70 | +133,046 | 303.0% | Q2 2026 | Aug 14, 2026 |
| Privium Fund Management B.V. | History | No change | 173,516 | 3,187 | 0.59% | 0.71% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighVista Strategies LLC | History | Added to | 159,885 | 2,937 | 0.67% | 0.72% | 72 | +25,656 | 19.11% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Added to | 155,100 | 2,849 | 0.0% | 0.0% | 73 | +26,500 | 20.61% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Added to | 140,415 | 2,579 | 0.0% | 0.0% | 74 | +116,957 | 498.58% | Q2 2026 | Aug 03, 2026 |
| F/m Investments LLC | History | New | 134,761 | 2,475 | 0.13% | — | 75 | +134,761 | New | Q2 2026 | Aug 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 134,455 | 2,469 | 0.0% | 0.0% | 76 | -5,805 | -4.14% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 127,301 | 2,338 | 0.0% | 0.0% | 77 | +107,093 | 529.95% | Q2 2026 | Aug 14, 2026 |
| KVP Capital Advisors, LP | History | No change | 125,000 | 2,296 | 1.69% | 1.83% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 120,000 | 2,204 | 0.06% | — | 79 | +120,000 | New | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 117,747 | 2,162 | 0.0% | 0.0% | 80 | +17,714 | 17.71% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 115,563 | 2,122 | 0.0% | 0.0% | 81 | +22,359 | 23.99% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 115,296 | 2,117 | 0.0% | 0.0% | 82 | -119,255 | -50.84% | Q2 2026 | Aug 06, 2026 |
| ALPS ADVISORS INC | History | New | 111,572 | 2,049 | 0.01% | — | 83 | +111,572 | New | Q2 2026 | Jul 29, 2026 |
| SG Americas Securities, LLC | History | Added to | 109,073 | 2,004 | 0.0% | 0.0% | 84 | +49,029 | 81.66% | Q2 2026 | Aug 07, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 108,749 | 1,997 | 0.0% | 0.01% | 85 | -33,228 | -23.4% | Q2 2026 | Aug 14, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 107,839 | 1,981 | 0.03% | 0.02% | 86 | +34,781 | 47.61% | Q2 2026 | Jul 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 101,414 | 1,862 | 0.01% | — | 87 | +101,414 | New | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 100,895 | 1,853 | 0.0% | 0.0% | 88 | -51,701 | -33.88% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 100,200 | 1,840 | 0.0% | 0.0% | 89 | +77,995 | 351.25% | Q2 2026 | Aug 14, 2026 |
| DIADEMA PARTNERS LP | History | New | 100,000 | 1,837 | 0.23% | — | 90 | +100,000 | New | Q2 2026 | Aug 14, 2026 |
| Voleon Capital Management LP | History | Reduced | 97,598 | 1,792 | 0.03% | 0.11% | 91 | -172,144 | -63.82% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 96,756 | 1,777 | 0.04% | — | 92 | +96,756 | New | Q2 2026 | Jul 13, 2026 |
| Merck & Co., Inc. | History | No change | 93,414 | 1,716 | 0.33% | 0.52% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Added to | 92,148 | 1,692 | 0.05% | 0.05% | 94 | +22,618 | 32.53% | Q2 2026 | Jul 23, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 91,402 | 1,679 | 0.0% | 0.0% | 95 | +10,381 | 12.81% | Q2 2026 | Aug 24, 2026 |
| Caption Management, LLC | History | Added to | 86,040 | 1,580 | 0.01% | 0.01% | 96 | +40,913 | 90.66% | Q2 2026 | Aug 14, 2026 |
| Greenland Capital Management LP | History | Added to | 85,000 | 1,561 | 0.19% | 0.14% | 97 | +30,000 | 54.55% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 81,629 | 1,499 | 0.0% | 0.0% | 98 | -106,548 | -56.62% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | Reduced | 81,429 | 1,495 | 0.0% | 0.0% | 99 | -19,169 | -19.06% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | Added to | 79,845 | 1,466 | 0.05% | 0.04% | 100 | +11,384 | 16.63% | Q2 2026 | Aug 14, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Added to | 70,553 | 1,296 | 0.06% | 0.06% | 101 | +12,764 | 22.09% | Q2 2026 | Jul 31, 2026 |
| J. Goldman & Co LP | History | Reduced | 67,500 | 1,239 | 0.03% | 0.05% | 102 | -15,598 | -18.77% | Q2 2026 | Aug 14, 2026 |
| Burkehill Global Management, LP | History | No change | 65,000 | 1,194 | 0.04% | 0.06% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Added to | 64,788 | 1,190 | 0.0% | 0.0% | 104 | +5,163 | 8.66% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 62,184 | 1,142 | 0.0% | — | 105 | +62,184 | New | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 60,846 | 1,117 | 0.0% | 0.0% | 106 | +60,373 | 12763.85% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 54,915 | 1,008 | 0.0% | 0.0% | 107 | +11,344 | 26.04% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 54,773 | 1,006 | 0.03% | 0.05% | 108 | -8,568 | -13.53% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 54,051 | 998 | 0.0% | 0.0% | 109 | +5,856 | 12.15% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 52,709 | 968 | 0.0% | 0.07% | 110 | -655,818 | -92.56% | Q2 2026 | Aug 13, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | New | 50,000 | 918 | 0.04% | — | 111 | +50,000 | New | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 49,668 | 912 | 0.0% | 0.0% | 112 | -20,576 | -29.29% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 49,177 | 903 | 0.06% | — | 113 | +49,177 | New | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 47,860 | 879 | 0.01% | 0.0% | 114 | +47,760 | 47760.0% | Q2 2026 | Aug 12, 2026 |
| Headlands Technologies LLC | History | Added to | 46,544 | 855 | 0.09% | 0.07% | 115 | +13,321 | 40.1% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 45,760 | 840 | 0.0% | 0.0% | 116 | +8,298 | 22.15% | Q2 2026 | Aug 11, 2026 |
| Handelsbanken Fonder AB | History | New | 45,400 | 834 | 0.0% | — | 117 | +45,400 | New | Q2 2026 | Jul 10, 2026 |
| Quadrature Capital Ltd | History | New | 45,078 | 828 | 0.01% | — | 118 | +45,078 | New | Q2 2026 | Aug 06, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 40,750 | 748 | 0.0% | 0.0% | 119 | +5,425 | 15.36% | Q2 2026 | Aug 13, 2026 |
| Verdad Advisers, LP | History | Added to | 38,722 | 711 | 0.68% | 0.69% | 120 | +7,543 | 24.19% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 38,465 | 707 | 0.0% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DCF Advisers, LLC | History | Added to | 38,000 | 698 | 0.12% | 0.17% | 122 | +5,850 | 18.2% | Q2 2026 | Aug 10, 2026 |
| DnB Asset Management AS | History | Added to | 35,775 | 657 | 0.0% | 0.0% | 123 | +19,791 | 123.82% | Q2 2026 | Aug 11, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 35,200 | 646 | 0.12% | 0.16% | 124 | -41,684 | -54.22% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 31,719 | 582 | 0.0% | 0.0% | 125 | -12,656 | -28.52% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 30,000 | 551 | 0.0% | 0.0% | 126 | -181,915 | -85.84% | Q2 2026 | Aug 14, 2026 |
| DOLIVER ADVISORS, LP | History | New | 30,000 | 551 | 0.12% | — | 127 | +30,000 | New | Q2 2026 | Jul 09, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 29,370 | 540 | 0.0% | 0.0% | 128 | -56,020 | -65.6% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 29,283 | 537 | 0.0% | 0.0% | 129 | +6,502 | 28.54% | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 27,472 | 536 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 28,413 | 521 | 0.0% | 0.01% | 131 | -16,770 | -37.12% | Q2 2026 | Aug 10, 2026 |
| Jupiter Topco LLC | History | New | 27,472 | 504 | 0.0% | — | 132 | +27,472 | New | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 26,641 | 489 | 0.0% | 0.0% | 133 | +5,156 | 24.0% | Q2 2026 | Jul 23, 2026 |
| Persistent Asset Partners Ltd | History | New | 25,490 | 468 | 0.14% | — | 134 | +25,490 | New | Q2 2026 | Aug 06, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 24,996 | 459 | 0.0% | 0.0% | 135 | +2,727 | 12.25% | Q2 2026 | Aug 04, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 22,200 | 417 | 0.01% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quantinno Capital Management LP | History | New | 21,949 | 403 | 0.0% | — | 137 | +21,949 | New | Q2 2026 | Aug 13, 2026 |
| 71 West Capital Partners | History | No change | 21,400 | 393 | 0.01% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arizona State Retirement System | History | Added to | 21,330 | 391 | 0.0% | 0.0% | 139 | +3,431 | 19.17% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 21,070 | 387 | 0.0% | — | 140 | +21,070 | New | Q2 2026 | Aug 17, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 20,012 | 367 | 0.09% | 0.05% | 141 | +11,573 | 137.14% | Q2 2026 | Aug 11, 2026 |
| Bayforest Capital Ltd | History | New | 19,775 | 363 | 0.34% | — | 142 | +19,775 | New | Q2 2026 | Aug 05, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 19,501 | 358 | 0.0% | 0.0% | 143 | +3,986 | 25.69% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 18,108 | 332 | 0.0% | 0.0% | 144 | +5,007 | 38.22% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 17,500 | 321 | 0.0% | 0.0% | 145 | +3,600 | 25.9% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 16,170 | 297 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 15,324 | 281 | 0.01% | 0.01% | 147 | -3,161 | -17.1% | Q2 2026 | Aug 14, 2026 |
| E Fund Management Co., Ltd. | History | Reduced | 15,334 | 281 | 0.01% | 0.01% | 148 | -2,513 | -14.08% | Q2 2026 | Aug 10, 2026 |
| ALLSTATE CORP | History | New | 14,955 | 274 | 0.0% | — | 149 | +14,955 | New | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 14,770 | 271 | 0.0% | 0.0% | 150 | +2,090 | 16.48% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 14,535 | 266 | 0.0% | 0.0% | 151 | -51,242 | -77.9% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 14,238 | 261 | 0.0% | 0.02% | 152 | -654,730 | -97.87% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 13,692 | 252 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 12,080 | 221 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ProShare Advisors LLC | History | Added to | 11,825 | 217 | 0.0% | 0.0% | 155 | +31 | 0.26% | Q2 2026 | Aug 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 11,272 | 207 | 0.01% | — | 156 | +11,272 | New | Q2 2026 | Jul 23, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 11,225 | 206 | 0.0% | 0.01% | 157 | -302,806 | -96.43% | Q2 2026 | Jul 30, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 11,100 | 203 | 0.0% | — | 158 | +11,100 | New | Q2 2026 | Aug 25, 2026 |
| Man Group plc | History | New | 10,740 | 197 | 0.0% | — | 159 | +10,740 | New | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 10,100 | 185 | 0.0% | 0.0% | 160 | +3,650 | 56.59% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 10,038 | 184 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Velan Capital Investment Management LP | History | Reduced | 10,000 | 183 | 0.11% | 1.12% | 163 | -81,123 | -89.03% | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | Reduced | 10,000 | 183 | 0.0% | 0.0% | 162 | -56,759 | -85.02% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 8,675 | 159 | 0.02% | 0.23% | 164 | -56,305 | -86.65% | Q2 2026 | Aug 04, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 8,198 | 150 | 0.0% | 0.0% | 165 | +1,712 | 26.4% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Added to | 7,782 | 142 | 0.0% | 0.0% | 166 | +6,860 | 744.03% | Q2 2026 | Aug 14, 2026 |
| Eleva Capital SAS | History | No change | 7,126 | 139 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Ghisallo Capital Management LLC | History | New | 7,000 | 128 | 0.0% | — | 168 | +7,000 | New | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 5,386 | 98 | 0.0% | — | 169 | +5,386 | New | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 5,029 | 92 | 0.0% | 0.0% | 170 | -4,971 | -49.71% | Q2 2026 | Aug 06, 2026 |
| STRS OHIO | History | Reduced | 4,500 | 82 | 0.0% | 0.0% | 171 | -16,800 | -78.87% | Q2 2026 | Jul 30, 2026 |
| KBC Group NV | History | Added to | 4,120 | 76 | 0.0% | 0.0% | 172 | +2,383 | 137.19% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,338 | 61 | 0.0% | 0.0% | 173 | +2,508 | 302.17% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,305 | 60 | 0.0% | 0.01% | 174 | -11,386 | -77.5% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,909 | 53 | 0.0% | 0.0% | 175 | -3,309 | -53.22% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Reduced | 2,327 | 42 | 0.0% | 0.01% | 176 | -2,437 | -51.15% | Q2 2026 | Aug 06, 2026 |
| Pacer Advisors, Inc. | History | New | 1,816 | 33 | 0.0% | — | 177 | +1,816 | New | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,698 | 31 | 0.0% | 0.0% | 178 | +695 | 69.29% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 1,635 | 30 | 0.0% | — | 180 | +1,635 | New | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,662 | 30 | 0.0% | 0.0% | 179 | +676 | 68.56% | Q2 2026 | Jul 28, 2026 |
| Nykredit A/S | History | New | 1,268 | 23 | 0.0% | — | 181 | +1,268 | New | Q2 2026 | Sep 08, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 955 | 17 | 0.0% | 0.0% | 183 | +163 | 20.58% | Q2 2026 | Aug 14, 2026 |
| J.Safra Asset Management Corp | History | Added to | 952 | 17 | 0.0% | 0.0% | 182 | +136 | 16.67% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | Added to | 625 | 11 | 0.0% | — | 184 | +591 | 1738.24% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 567 | 10 | 0.0% | 0.0% | 186 | +209 | 58.38% | Q2 2026 | Jul 22, 2026 |
| CWM, LLC | History | No change | 538 | 10 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | Added to | 542 | 9 | 0.0% | 0.0% | 187 | +324 | 148.62% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 462 | 8 | 0.0% | 0.0% | 188 | +4 | 0.87% | Q2 2026 | Jul 07, 2026 |
| BESSEMER GROUP INC | History | Reduced | 355 | 7 | 0.0% | 0.0% | 189 | -1,730 | -82.97% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 338 | 6 | 0.0% | 0.0% | 190 | -891 | -72.5% | Q2 2026 | Jul 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 313 | 5 | 0.0% | 0.0% | 191 | -1,350 | -81.18% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 272 | 4 | 0.0% | — | 197 | +272 | New | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 270 | 4 | 0.0% | — | 195 | +270 | New | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | New | 238 | 4 | 0.0% | — | 196 | +238 | New | Q2 2026 | Aug 10, 2026 |
| Quarry LP | History | New | 230 | 4 | 0.0% | — | 198 | +230 | New | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 266 | 4 | 0.0% | 0.0% | 192 | +130 | 95.59% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 223 | 4 | 0.0% | 0.0% | 194 | +103 | 85.83% | Q2 2026 | Jul 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 222 | 4 | 0.0% | 0.0% | 193 | +15 | 7.25% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 190 | 3 | 0.0% | 0.0% | 200 | -2,715 | -93.46% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 208 | 3 | 0.0% | 0.0% | 199 | -98 | -32.03% | Q2 2026 | Aug 05, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 116 | 2 | 0.0% | — | 205 | +116 | New | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 110 | 2 | 0.0% | — | 204 | +110 | New | Q2 2026 | Jul 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 148 | 2 | 0.0% | 0.0% | 201 | +14 | 10.45% | Q2 2026 | Jul 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 150 | 2 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 134 | 2 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | New | 80 | 1 | 0.0% | — | 211 | +80 | New | Q2 2026 | Aug 14, 2026 |
| Elequin Capital, LP | History | New | 71 | 1 | 0.0% | — | 210 | +71 | New | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 29 | 1 | 0.0% | — | 209 | +24 | 480.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Reduced | 65 | 1 | 0.0% | 0.0% | 208 | -18 | -21.69% | Q2 2026 | Aug 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 74 | 1 | 0.0% | 0.0% | 206 | -16 | -17.78% | Q2 2026 | Jul 31, 2026 |
| Parkside Financial Bank & Trust | History | No change | 70 | 1 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.03% | — | -970,018 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LOOMIS SAYLES & CO L P | History | Closed out | 0 | 0 | — | 0.02% | — | -927,717 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MPM BioImpact LLC | History | Closed out | 0 | 0 | — | 0.98% | — | -649,873 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -330,390 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ADAR1 Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -304,422 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Davern Capital Partners, LP | History | Closed out | 0 | 0 | — | 1.62% | — | -302,457 | -100.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -293,308 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -269,587 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Rosalind Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.97% | — | -250,401 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -231,270 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Propel Bio Management, LLC | History | Closed out | 0 | 0 | — | 2.58% | — | -210,163 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Vivo Capital, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -166,288 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -158,371 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SEB Asset Management AB | History | Closed out | 0 | 0 | — | 0.01% | — | -156,957 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140,595 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Nicholas Investment Partners, LP | History | Closed out | 0 | 0 | — | 0.18% | — | -124,257 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -95,235 | -100.0% | Q2 2026 | Jul 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -75,200 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 1.06% | — | -65,080 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Simplify Asset Management Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -56,231 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Kopp Family Office, LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -55,295 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54,398 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -52,571 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.0% | — | -48,822 | -100.0% | Q2 2026 | Aug 06, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.05% | — | -45,339 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -38,217 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -35,114 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -34,991 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -30,157 | -100.0% | Q2 2026 | Aug 03, 2026 |
| JENNISON ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,059 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -21,159 | -100.0% | Q2 2026 | Aug 06, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -20,450 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Birchview Capital, LP | History | Closed out | 0 | 0 | — | 0.22% | — | -20,100 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MONTANOVA CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,700 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,519 | -100.0% | Q2 2026 | Aug 03, 2026 |
| GLENMEDE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -15,975 | -100.0% | Q2 2026 | Aug 10, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.04% | — | -12,980 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,480 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,465 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -940 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ANTIPODES PARTNERS Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -834 | -100.0% | Q2 2026 | Aug 06, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -625 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -511 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q2 2026 | Jul 01, 2026 |
| SMA Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -203 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 19 | 0 | — | 0.0% | — | -49 | -72.06% | Q2 2026 | Jul 23, 2026 |
| LRI Investments, LLC | History | New | 46 | 0 | — | — | — | +46 | New | Q2 2026 | Jul 14, 2026 |
| Essential Partners LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q2 2026 | Aug 10, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 20 | 0 | — | — | — | +20 | New | Q2 2026 | Jul 22, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Aug 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2026 | Jul 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Torren Management, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |