Verastem, Inc. - VSTM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 9,192,447 | 35,115 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 7,024,000 | 26,831 | 0.33% | 0.33% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RTW INVESTMENTS, LP | History | No change | 6,635,793 | 25,348 | 0.22% | 0.22% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Deep Track Capital, LP | History | No change | 5,740,850 | 21,930 | 0.32% | 0.32% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 5,133,859 | 19,611 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Rosalind Advisors, Inc. | History | No change | 3,986,509 | 15,228 | 5.66% | 5.66% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,851,508 | 14,712 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nantahala Capital Management, LLC | History | No change | 3,584,820 | 13,694 | 0.46% | 0.46% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonepine Capital Management, LLC | History | No change | 3,349,627 | 12,795 | 7.22% | 7.22% | 9 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 3,266,870 | 12,479 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Foresite Capital Management VI LLC | History | No change | 3,146,631 | 12,020 | 1.87% | 1.87% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,721,178 | 10,394 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAKER BROS. ADVISORS LP | History | No change | 2,499,338 | 9,547 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AIGH Capital Management LLC | History | Reduced | 1,121,682 | 9,029 | 0.91% | 0.46% | 14 | -805,318 | -41.79% | Q3 2026 | Nov 02, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 2,289,625 | 8,746 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 2,163,403 | 8,264 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,074,145 | 7,925 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Opaleye Management Inc. | History | No change | 1,800,000 | 6,876 | 0.62% | 0.62% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 1,686,575 | 6,442 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,628,488 | 6,220 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 699,828 | 5,633 | 0.16% | 0.06% | 21 | +130,633 | 22.95% | Q3 2026 | Oct 13, 2026 |
| ACORN CAPITAL ADVISORS, LLC | History | No change | 1,469,153 | 5,612 | 1.53% | 1.53% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 628,458 | 5,059 | 0.0% | 0.0% | 23 | +508,223 | 422.69% | Q3 2026 | Nov 04, 2026 |
| NEXTBio Capital Management LP | History | No change | 1,306,800 | 4,991 | 2.3% | 2.3% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,105,021 | 4,221 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 1,086,440 | 4,150 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORRAY INVESTMENT PARTNERS LLC | History | Reduced | 464,381 | 3,738 | 0.49% | 0.25% | 27 | -13,074 | -2.74% | Q3 2026 | Oct 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 934,565 | 3,570 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 889,975 | 3,399 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 414,241 | 3,334 | 0.02% | 0.01% | 30 | -82,288 | -16.57% | Q3 2026 | Nov 05, 2026 |
| MORGAN STANLEY | History | No change | 715,822 | 2,734 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 681,929 | 2,604 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 666,874 | 2,547 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 651,495 | 2,488 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J. Goldman & Co LP | History | No change | 650,074 | 2,483 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | No change | 632,632 | 2,416 | 0.32% | 0.32% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 626,298 | 2,392 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 616,862 | 2,356 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 604,480 | 2,309 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 561,791 | 2,146 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | No change | 460,413 | 1,758 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 203,807 | 1,640 | 0.0% | 0.0% | 42 | +18,863 | 10.2% | Q3 2026 | Nov 05, 2026 |
| Exome Asset Management LLC | History | No change | 429,041 | 1,638 | 1.01% | 1.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 411,927 | 1,573 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Palo Alto Investors LP | History | No change | 309,685 | 1,182 | 0.16% | 0.16% | 45 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Jump Financial, LLC | History | No change | 307,500 | 1,174 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 283,630 | 1,083 | 0.25% | 0.25% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diametric Capital, LP | History | No change | 265,539 | 1,014 | 0.11% | 0.11% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 258,933 | 989 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Added to | 120,745 | 971 | 0.0% | 0.0% | 50 | +73,157 | 153.73% | Q3 2026 | Nov 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 243,950 | 931 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ikarian Capital, LLC | History | No change | 213,865 | 816 | 0.09% | 0.09% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 198,837 | 759 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 172,266 | 658 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 117,090 | 620 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Knott David M Jr | History | No change | 155,000 | 592 | 0.31% | 0.31% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 152,439 | 582 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 140,000 | 534 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 125,077 | 477 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 108,863 | 415 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 99,236 | 379 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 94,204 | 359 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 93,408 | 356 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 87,668 | 334 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RHUMBLINE ADVISERS | History | No change | 83,678 | 319 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Virtu Financial LLC | History | No change | 82,263 | 314 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 80,687 | 308 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 75,800 | 289 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 34,687 | 279 | 0.01% | 0.0% | 69 | -12,797 | -26.95% | Q3 2026 | Oct 28, 2026 |
| Brevan Howard Capital Management LP | History | No change | 72,383 | 276 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aries Wealth Management | History | Added to | 32,833 | 264 | 0.05% | 0.02% | 71 | +2,000 | 6.49% | Q3 2026 | Oct 23, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 68,541 | 261 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 67,597 | 258 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 65,565 | 251 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| iA Global Asset Management Inc. | History | New | 30,108 | 242 | 0.0% | — | 75 | +30,108 | New | Q3 2026 | Oct 29, 2026 |
| HSBC HOLDINGS PLC | History | No change | 59,466 | 231 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 59,249 | 226 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | No change | 55,238 | 211 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 24,800 | 199 | 0.0% | 0.0% | 79 | -26,400 | -51.56% | Q3 2026 | Nov 04, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 51,700 | 197 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 51,300 | 195 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 49,954 | 190 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 47,568 | 181 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 46,874 | 179 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 46,982 | 179 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 46,337 | 177 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 44,581 | 170 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 43,412 | 165 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 42,803 | 163 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 19,745 | 160 | 0.0% | 0.0% | 90 | +246 | 1.26% | Q3 2026 | Oct 13, 2026 |
| MIZUHO SECURITIES USA LLC | History | No change | 30,000 | 159 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Graham Capital Management, L.P. | History | No change | 40,131 | 153 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 39,000 | 148 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 38,353 | 146 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caption Management, LLC | History | No change | 38,300 | 146 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 36,639 | 139 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 35,387 | 135 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversified Trust Co | History | No change | 32,245 | 123 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 15,104 | 121 | 0.0% | — | 99 | +15,104 | New | Q3 2026 | Nov 02, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 30,520 | 116 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 29,578 | 112 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Wealth, LLC | History | No change | 27,826 | 106 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | No change | 26,622 | 101 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | No change | 24,200 | 92 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Verdad Advisers, LP | History | No change | 24,237 | 92 | 0.09% | 0.09% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | New | 11,009 | 88 | 0.0% | — | 106 | +11,009 | New | Q3 2026 | Oct 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 22,254 | 85 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| ProShare Advisors LLC | History | Reduced | 10,456 | 84 | 0.0% | 0.0% | 108 | -1 | -0.01% | Q3 2026 | Oct 28, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 21,943 | 83 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 19,673 | 75 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 19,385 | 74 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 18,466 | 70 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 16,083 | 61 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 6,896 | 55 | 0.02% | 0.01% | 114 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Regal Investment Advisors LLC | History | No change | 14,071 | 53 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E Fund Management Co., Ltd. | History | No change | 13,283 | 50 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 12,326 | 47 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 12,382 | 47 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 11,954 | 45 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 11,433 | 43 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 4,500 | 36 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Persistent Asset Partners Ltd | History | No change | 9,054 | 34 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legal & General Group Plc | History | No change | 7,739 | 29 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 7,559 | 28 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,620 | 21 | 0.0% | 0.0% | 125 | +2,340 | 835.71% | Q3 2026 | Oct 22, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,545 | 20 | 0.0% | 0.0% | 128 | +1,265 | 98.83% | Q3 2026 | Oct 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,200 | 20 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,483 | 20 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2,050 | 16 | 0.0% | — | 129 | +2,050 | New | Q3 2026 | Oct 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,154 | 15 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Added to | 1,636 | 13 | 0.0% | 0.0% | 131 | +1,058 | 183.04% | Q3 2026 | Oct 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,347 | 8 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Added to | 889 | 7 | 0.0% | — | 136 | +881 | 11012.5% | Q3 2026 | Nov 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 914 | 7 | 0.0% | 0.0% | 135 | +137 | 17.63% | Q3 2026 | Nov 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,852 | 7 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 1,907 | 7 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pacer Advisors, Inc. | History | No change | 1,573 | 6 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Added to | 710 | 5 | 0.0% | 0.0% | 139 | +1 | 0.14% | Q3 2026 | Oct 13, 2026 |
| Allworth Financial LP | History | No change | 1,359 | 5 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 586 | 4 | 0.0% | — | 141 | +484 | 474.51% | Q3 2026 | Oct 08, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 499 | 4 | 0.0% | — | 140 | +287 | 135.38% | Q3 2026 | Oct 26, 2026 |
| GAMMA Investing LLC | History | Reduced | 529 | 4 | 0.0% | 0.0% | 142 | -206 | -28.03% | Q3 2026 | Oct 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,000 | 3 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 939 | 3 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Essential Partners LLC | History | No change | 493 | 3 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Root Financial Partners, LLC | History | New | 347 | 2 | 0.0% | — | 150 | +347 | New | Q3 2026 | Oct 21, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 337 | 2 | 0.0% | — | 149 | +300 | 810.81% | Q3 2026 | Oct 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 636 | 2 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 596 | 2 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GROUP ONE TRADING LLC | History | No change | 700 | 2 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| POM Investment Strategies, LLC | History | New | 208 | 1 | 0.0% | — | 158 | +208 | New | Q3 2026 | Oct 20, 2026 |
| Parallel Advisors, LLC | History | New | 198 | 1 | 0.0% | — | 157 | +198 | New | Q3 2026 | Nov 03, 2026 |
| Parkside Financial Bank & Trust | History | New | 165 | 1 | 0.0% | — | 155 | +165 | New | Q3 2026 | Oct 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 139 | 1 | 0.0% | — | 156 | +139 | New | Q3 2026 | Oct 28, 2026 |
| IFP Advisors, Inc | History | Added to | 150 | 1 | 0.0% | — | 152 | +109 | 265.85% | Q3 2026 | Oct 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 143 | 1 | 0.0% | — | 151 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Optiver Holding B.V. | History | No change | 374 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bare Financial Services, Inc | History | No change | 129 | 1 | 0.0% | — | 154 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -235,207 | -100.0% | Q3 2026 | Nov 04, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -701 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -436 | -100.0% | Q3 2026 | Oct 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 99 | 0 | — | — | — | -160 | -61.78% | Q3 2026 | Nov 05, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 69 | 0 | — | — | — | +69 | New | Q3 2026 | Nov 05, 2026 |
| Signature Equity Partners, LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q3 2026 | Oct 29, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Nov 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 87 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 222 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 132 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 114 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Inspire Investing, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| JPL Wealth Management, LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |