Voyager Therapeutics, Inc. - VYGR
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 | 5,172,063 | 18,102 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 4,442,951 | 15,550 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 3,436,000 | 12,026 | 0.15% | 0.15% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestal Point Capital, LP | History | No change | 2,625,000 | 9,187 | 0.21% | 0.21% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,345,674 | 8,209 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,330,492 | 4,658 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Opaleye Management Inc. | History | No change | 1,185,000 | 4,147 | 0.38% | 0.38% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 1,076,422 | 3,767 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 948,517 | 3,319 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 890,467 | 3,116 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 810,091 | 2,835 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 697,334 | 2,440 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Erste Asset Management GmbH | History | No change | 638,900 | 2,287 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DIADEMA PARTNERS LP | History | No change | 563,642 | 1,972 | 0.25% | 0.25% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 660,626 | 1,770 | 0.0% | 0.0% | 15 | -177,558 | -21.18% | Q3 2026 | Nov 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 495,236 | 1,733 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 428,670 | 1,496 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | No change | 427,554 | 1,496 | 0.2% | 0.2% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 411,803 | 1,441 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 487,810 | 1,307 | 0.0% | — | 20 | +487,810 | New | Q3 2026 | Nov 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 356,109 | 1,246 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 338,477 | 1,184 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 337,325 | 1,180 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 334,397 | 1,170 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 276,211 | 988 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 236,083 | 826 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 231,077 | 808 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Seven Fleet Capital Management LP | History | No change | 230,406 | 771 | 0.13% | 0.13% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 212,349 | 743 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 194,049 | 679 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 176,599 | 618 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 175,868 | 615 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 155,526 | 545 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 151,451 | 530 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 146,874 | 514 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 146,556 | 512 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 143,992 | 503 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Altshuler Shaham Ltd | History | No change | 142,200 | 497 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 139,422 | 487 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 125,042 | 437 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 123,198 | 431 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 117,100 | 409 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Persistent Asset Partners Ltd | History | No change | 104,922 | 405 | 0.12% | 0.12% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 111,987 | 391 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 102,204 | 357 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 100,000 | 350 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Privium Fund Management B.V. | History | No change | 120,000 | 321 | 0.06% | 0.08% | 47 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 87,459 | 306 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 69,050 | 266 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Birchview Capital, LP | History | No change | 75,147 | 263 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 67,670 | 236 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palumbo Wealth Management LLC | History | No change | 64,247 | 224 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 81,450 | 218 | 0.02% | 0.03% | 53 | -14,600 | -15.2% | Q3 2026 | Oct 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 58,969 | 206 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 58,174 | 203 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 73,953 | 198 | 0.0% | 0.0% | 56 | +2,903 | 4.09% | Q3 2026 | Nov 04, 2026 |
| Ikarian Capital, LLC | History | No change | 53,063 | 185 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 51,293 | 179 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 50,189 | 175 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 45,245 | 158 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 42,897 | 150 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 42,786 | 149 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marex Group Ltd | History | No change | 38,322 | 134 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 37,180 | 130 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 36,307 | 127 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 35,000 | 122 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verdad Advisers, LP | History | No change | 34,400 | 120 | 0.11% | 0.11% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 33,202 | 116 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 32,058 | 112 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 28,674 | 100 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 27,896 | 97 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 24,613 | 86 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 24,209 | 84 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 23,387 | 81 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 29,500 | 79 | 0.0% | 0.0% | 75 | -8,600 | -22.57% | Q3 2026 | Nov 04, 2026 |
| CITIGROUP INC | History | Added to | 27,597 | 73 | 0.0% | 0.0% | 76 | +1,917 | 7.46% | Q3 2026 | Nov 04, 2026 |
| Squarepoint Ops LLC | History | No change | 20,877 | 73 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 20,965 | 73 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Quadrature Capital Ltd | History | No change | 20,702 | 72 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 20,699 | 72 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversified Trust Co | History | No change | 20,468 | 71 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DLD Asset Management, LP | History | No change | 20,000 | 70 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 17,382 | 60 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 17,112 | 59 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 16,501 | 57 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| StoneX Group Inc. | History | Added to | 18,059 | 54 | 0.0% | 0.0% | 86 | +4,646 | 34.64% | Q3 2026 | Nov 03, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 14,195 | 49 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IEQ CAPITAL, LLC | History | No change | 13,815 | 48 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spark Investment Management LLC | History | No change | 13,500 | 47 | 0.09% | 0.09% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 13,316 | 46 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 13,203 | 46 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 12,732 | 44 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 11,744 | 41 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 13,600 | 36 | 0.0% | 0.01% | 94 | +2,100 | 18.26% | Q3 2026 | Nov 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,859 | 31 | 0.0% | 0.0% | 95 | +155 | 1.32% | Q3 2026 | Nov 02, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 11,243 | 29 | 0.0% | 0.0% | 96 | +1,627 | 16.92% | Q3 2026 | Oct 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,260 | 22 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 5,377 | 18 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 4,353 | 15 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 4,000 | 14 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,923 | 13 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 3,513 | 12 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,120 | 10 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 3,149 | 8 | 0.0% | 0.0% | 104 | +447 | 16.54% | Q3 2026 | Oct 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,257 | 7 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,987 | 5 | 0.0% | 0.0% | 106 | +232 | 13.22% | Q3 2026 | Oct 21, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,353 | 3 | 0.0% | 0.0% | 107 | +108 | 8.67% | Q3 2026 | Oct 26, 2026 |
| Parkside Financial Bank & Trust | History | New | 1,049 | 2 | 0.0% | — | 113 | +1,049 | New | Q3 2026 | Oct 27, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,037 | 2 | 0.0% | 0.0% | 110 | -23 | -2.17% | Q3 2026 | Oct 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 595 | 2 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 653 | 2 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 809 | 2 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 709 | 2 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 396 | 1 | 0.0% | 0.0% | 116 | -3,582 | -90.05% | Q3 2026 | Oct 29, 2026 |
| GAMMA Investing LLC | History | Added to | 736 | 1 | 0.0% | — | 117 | +564 | 327.91% | Q3 2026 | Oct 08, 2026 |
| HM PAYSON & CO | History | No change | 500 | 1 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | No change | 440 | 1 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,052 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,866 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,446 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Tradewinds Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2026 | Oct 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -668 | -97.8% | Q3 2026 | Nov 04, 2026 |
| True Wealth Design, LLC | History | Reduced | 122 | 0 | — | 0.0% | — | -369 | -75.15% | Q3 2026 | Oct 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 334 | 0 | — | — | — | +311 | 1352.17% | Q3 2026 | Oct 26, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -262 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | — | — | -253 | -100.0% | Q3 2026 | Oct 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | — | — | -250 | -100.0% | Q3 2026 | Oct 08, 2026 |
| North Star Investment Management Corp. | History | New | 181 | 0 | — | — | — | +181 | New | Q3 2026 | Oct 27, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -169 | -100.0% | Q3 2026 | Nov 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 280 | 0 | — | 0.0% | — | -157 | -35.93% | Q3 2026 | Oct 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 88 | 0 | — | — | — | +74 | 528.57% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 23 | 0 | — | — | — | -70 | -75.27% | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 283 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 158 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 175 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 85 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |