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Beone Medicines LTD (ONC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Candriam S.C.A.
DECREASED
Shares289,235 from 289,735
Change-500 (0%)
Value$106.2M (+$23.7M)
Filed 2026-11-03
Temasek Holdings (Private) Ltd
DECREASED
Shares205,466 from 845,729
Change-640,263 (-76%)
Value$75.2M (-$165.8M)
Filed 2026-10-28
M&G Plc
DECREASED
Shares192,952 from 223,445
Change-30,493 (-14%)
Value$70.6M (+$6.9M)
Filed 2026-11-04
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares128,352 from 123,352
Change+5,000 (+4%)
Value$3.7M (+$1.0M)
Filed 2026-11-09
Squarepoint Ops LLC
DECREASED
Shares68,900 from 78,561
Change-9,661 (-12%)
Value$25.2M (+$2.8M)
Filed 2026-11-09
ABN Amro Investment Solutions
DECREASED
Shares62,868 from 65,524
Change-2,656 (-4%)
Value$23.0M (+$4.3M)
Filed 2026-10-21
Dimensional Fund Advisors LP
INCREASED
Shares61,587 from 46,733
Change+14,854 (+32%)
Value$22.5M (+$9.2M)
Filed 2026-11-04
MacKenzie Financial Corp
INCREASED
Shares50,189 from 7,786
Change+42,403 (+545%)
Value$18.4M (+$16.1M)
Filed 2026-11-02
Handelsbanken Fonder AB
NEW
Shares50,000
Change+50,000
Value$18.3M
Filed 2026-11-09
Barings LLC
UNCHANGED
Shares42,815 from 42,815
Change0 (0%)
Value$15.7M (+$3.5M)
Filed 2026-10-22
SEB Asset Management AB
UNCHANGED
Shares41,179 from 41,179
Change0 (0%)
Value$15.1M (+$3.3M)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares37,935 from 32,399
Change+5,536 (+17%)
Value$13.9M (+$4.6M)
Filed 2026-10-21
Fiera Capital Corp
DECREASED
Shares34,285 from 34,516
Change-231 (-1%)
Value$12.5M (+$2.7M)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares32,335 from 33,808
Change-1,473 (-4%)
Value$11.8M (+$2.2M)
Filed 2026-11-03
Oppenheimer Asset Management Inc.
DECREASED
Shares31,469 from 35,781
Change-4,312 (-12%)
Value$11.5M (+$1.3M)
Filed 2026-10-27
Geode Capital Management, LLC
INCREASED
Shares30,363 from 27,617
Change+2,746 (+10%)
Value$11.1M (+$3.2M)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares29,621 from 22,065
Change+7,556 (+34%)
Value$10.8M (+$4.5M)
Filed 2026-11-06
Slow Capital, Inc.
DECREASED
Shares27,845 from 28,237
Change-392 (-1%)
Value$10.2M (+$2.1M)
Filed 2026-10-23
Deutsche Bank Ag\
DECREASED
Shares21,672 from 27,886
Change-6,214 (-22%)
Value$7.9M (-$16.0K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares20,775 from 12,703
Change+8,072 (+64%)
Value$7.6M (+$4.0M)
Filed 2026-11-02
Barclays PLC
DECREASED
Shares20,335 from 27,716
Change-7,381 (-27%)
Value$7.4M (-$456.8K)
Filed 2026-11-06
Asset Management One Co., Ltd.
DECREASED
Shares19,937 from 21,346
Change-1,409 (-7%)
Value$7.3M (+$1.2M)
Filed 2026-10-27
AIA Group Ltd
DECREASED
Shares19,025 from 29,282
Change-10,257 (-35%)
Value$7.0M (-$1.4M)
Filed 2026-10-30
Jefferies Financial Group Inc.
INCREASED
Shares18,200 from 6,400
Change+11,800 (+184%)
Value$512.3K (-$1.3M)
Filed 2026-11-05
TB Alternative Assets Ltd.
NEW
Shares14,800
Change+14,800
Value$5.4M
Filed 2026-10-16
Baillie Gifford & Co
INCREASED
Shares13,816 from 231
Change+13,585 (+5881%)
Value$5.1M (+$5.0M)
Filed 2026-11-09
Generali Investments, Management Co LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$229.8K (+$56.0K)
Filed 2026-10-19
Crossmark Global Holdings, Inc.
DECREASED
Shares7,680 from 10,755
Change-3,075 (-29%)
Value$2.8M (-$254.4K)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares7,213 from 6,043
Change+1,170 (+19%)
Value$2.6M (+$917.5K)
Filed 2026-11-06
Bank of Montreal
INCREASED
Shares7,159 from 5,021
Change+2,138 (+43%)
Value$2.6M (+$1.2M)
Filed 2026-11-09
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares7,135 from 6,706
Change+429 (+6%)
Value$2.6M (+$700.0K)
Filed 2026-10-30
China Universal Asset Management Co., Ltd.
INCREASED
Shares6,541 from 5,257
Change+1,284 (+24%)
Value$2.4M (+$891.1K)
Filed 2026-10-28
State of Wyoming
DECREASED
Shares5,764 from 8,698
Change-2,934 (-34%)
Value$2.1M (-$369.4K)
Filed 2026-10-28
Wespac Advisors SoCal, LLC
INCREASED
Shares5,156 from 5,082
Change+74 (+1%)
Value$1.9M (+$438.6K)
Filed 2026-10-13
Quadrant Capital Group LLC
INCREASED
Shares4,706 from 4,647
Change+59 (+1%)
Value$1.6M (+$318.5K)
Filed 2026-10-20
Nykredit A/S
INCREASED
Shares4,435 from 4,225
Change+210 (+5%)
Value$1.6M (+$418.9K)
Filed 2026-11-06
TD Waterhouse Canada Inc.
INCREASED
Shares4,139 from 1,975
Change+2,164 (+110%)
Value$1.5M (+$910.9K)
Filed 2026-10-16
Citigroup Inc
DECREASED
Shares4,103 from 4,860
Change-757 (-16%)
Value$1.5M (+$116.5K)
Filed 2026-11-04
True Light Capital Pte. Ltd.
UNCHANGED
Shares3,480 from 3,480
Change0 (0%)
Value$1.3M (+$281.8K)
Filed 2026-11-05
Profund Advisors LLC
DECREASED
Shares3,400 from 4,210
Change-810 (-19%)
Value$1.2M (+$44.5K)
Filed 2026-10-29
Henshaw Capital LLC
UNCHANGED
Shares3,224 from 3,224
Change0 (0%)
Value$1.2M (+$261.0K)
Filed 2026-11-03
Sanders Morris Harris LLC
NEW
Shares3,100
Change+3,100
Value$1.1M
Filed 2026-10-14
Charles Schwab Trust Co
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$1.1M (+$242.9K)
Filed 2026-10-15
Bank of New York Mellon Corp
DECREASED
Shares2,677 from 2,824
Change-147 (-5%)
Value$979.5K (+$174.7K)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares2,480 from 2,551
Change-71 (-3%)
Value$907.5K (+$180.6K)
Filed 2026-10-22
Hager Investment Management Services, LLC
NEW
Shares2,434
Change+2,434
Value$890.8K
Filed 2026-11-04
Silver OAK Securities, Incorporated
INCREASED
Shares2,409 from 4
Change+2,405 (+60125%)
Value$980.4K (+$979.3K)
Filed 2026-11-09
Commonwealth Equity Services, LLC
INCREASED
Shares2,164 from 1,825
Change+339 (+19%)
Value$791.8K (+$271.8K)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares2,124 from 1,549
Change+575 (+37%)
Value$777.3K (+$335.8K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares2,100 from 1,145
Change+955 (+83%)
Value$768.4K (+$442.0K)
Filed 2026-10-29
Hantz Financial Services, Inc.
INCREASED
Shares1,955 from 1,231
Change+724 (+59%)
Value$715.0K (+$364.0K)
Filed 2026-11-09
Kestra Private Wealth Services, LLC
NEW
Shares1,903
Change+1,903
Value$696.4K
Filed 2026-11-06
Tuttle Capital Management, LLC
NEW
Shares1,833
Change+1,833
Value$656.3K
Filed 2026-10-21
JGP Global Gestao de Recursos Ltda.
UNCHANGED
Shares1,711 from 1,711
Change0 (0%)
Value$626.1K (+$138.5K)
Filed 2026-10-16
OpenArc Corporate Advisory, LLC
INCREASED
Shares1,477 from 1,056
Change+421 (+40%)
Value$540.5K (+$239.6K)
Filed 2026-10-21
Morse Asset Management, Inc
INCREASED
Shares1,452 from 1,378
Change+74 (+5%)
Value$531.3K (+$138.7K)
Filed 2026-11-09
Jackson Square Capital, LLC
NEW
Shares1,415
Change+1,415
Value$517.8K
Filed 2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares1,403 from 940
Change+463 (+49%)
Value$513.4K (+$245.5K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares1,394 from 1,150
Change+244 (+21%)
Value$510.1K (+$182.4K)
Filed 2026-11-02
Aaron Wealth Advisors LLC
INCREASED
Shares1,388 from 1,267
Change+121 (+10%)
Value$507.9K (+$146.9K)
Filed 2026-10-13
Collaborative Fund Advisors, LLC
NEW
Shares1,335
Change+1,335
Value$488.5K
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares1,323 from 1,183
Change+140 (+12%)
Value$484.1K (+$147.0K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
INCREASED
Shares1,289 from 1,146
Change+143 (+12%)
Value$471.7K (+$145.1K)
Filed 2026-11-06
Compound Planning, Inc.
NEW
Shares1,287
Change+1,287
Value$471.0K
Filed 2026-11-09
Harbor Investment Advisory, LLC
NEW
Shares1,251
Change+1,251
Value$457.8K
Filed 2026-10-13
ProShare Advisors LLC
INCREASED
Shares1,243 from 1,081
Change+162 (+15%)
Value$454.9K (+$146.8K)
Filed 2026-10-29
Signature Estate & Investment Advisors LLC
INCREASED
Shares1,062 from 737
Change+325 (+44%)
Value$388.6K (+$178.5K)
Filed 2026-10-13
KBC Group NV
DECREASED
Shares1,016 from 5,171
Change-4,155 (-80%)
Value$372.0K (-$1.1M)
Filed 2026-10-22
Fisher Asset Management, LLC
NEW
Shares1,002
Change+1,002
Value$367.0K
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares1,001 from 1,001
Change0 (0%)
Value$366.3K (+$81.1K)
Filed 2026-10-16
FSM Wealth Advisors, LLC
NEW
Shares982
Change+982
Value$343.8K
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED
Shares966 from 788
Change+178 (+23%)
Value$339.7K (+$104.7K)
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares841 from 805
Change+36 (+4%)
Value$307.7K (+$78.3K)
Filed 2026-10-15
Thoroughbred Financial Services, LLC
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$282.0K (+$62.0K)
Filed 2026-11-09
Summit Global Investments
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$266.0K (+$59.0K)
Filed 2026-10-28
LVW Advisors, LLC
DECREASED
Shares724 from 739
Change-15 (-2%)
Value$264.9K (+$54.3K)
Filed 2026-10-19
Truist Financial Corp
NEW
Shares681
Change+681
Value$249.3K
Filed 2026-10-30
Robeco Institutional Asset Management B.V.
NEW
Shares668
Change+668
Value$244.4K
Filed 2026-10-20
Xponance LLC
NEW
Shares653
Change+653
Value$239.0K
Filed 2026-11-03
GF Fund Management Co. Ltd.
DECREASED
Shares635 from 680
Change-45 (-7%)
Value$232.4K (+$38.6K)
Filed 2026-10-26
HMS Capital Management, LLC
NEW
Shares610
Change+610
Value$223.2K
Filed 2026-10-20
Lester Murray Antman dba SimplyRich
NEW
Shares606
Change+606
Value$221.8K
Filed 2026-11-06
Ethic Inc.
NEW
Shares597
Change+597
Value$218.5K
Filed 2026-11-03
AA Financial Advisors, LLC
NEW
Shares594
Change+594
Value$217.4K
Filed 2026-10-19
Financial Perspectives, Inc
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$215.2K (+$47.6K)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares583 from 342
Change+241 (+70%)
Value$213.3K (+$115.8K)
Filed 2026-11-03
Park Avenue Securities LLC
NEW
Shares564
Change+564
Value$206.0K
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
NEW
Shares559
Change+559
Value$204.6K
Filed 2026-10-23
Summit Wealth Group LLC / Co
NEW
Shares557
Change+557
Value$203.8K
Filed 2026-10-29
PDS Planning, Inc
NEW
Shares548
Change+548
Value$200.5K
Filed 2026-11-03
Montag A & Associates Inc
DECREASED
Shares500 from 750
Change-250 (-33%)
Value$183.0K (-$30.8K)
Filed 2026-10-29
Acadian Asset Management LLC
DECREASED
Shares488 from 597
Change-109 (-18%)
Value$178.0K (+$8.0K)
Filed 2026-11-09
Signaturefd, LLC
INCREASED
Shares414 from 365
Change+49 (+13%)
Value$151.6K (+$47.5K)
Filed 2026-10-23
Advisors Preferred, LLC
NEW
Shares312
Change+312
Value$111.7K
Filed 2026-11-09
Clearstead Advisors, LLC
INCREASED
Shares312 from 305
Change+7 (+2%)
Value$114.2K (+$27.3K)
Filed 2026-11-06
Provenance Wealth Advisors, LLC
NEW
Shares291
Change+291
Value$106.5K
Filed 2026-10-30
Knights of Columbus Asset Advisors LLC
NEW
Shares290
Change+290
Value$106.1K
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares283 from 204
Change+79 (+39%)
Value$103.6K (+$45.4K)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares264 from 267
Change-3 (-1%)
Value$96.6K (+$20.4K)
Filed 2026-10-08
Spire Wealth Management
NEW
Shares195
Change+195
Value$71.4K
Filed 2026-10-30
Leonteq Securities AG
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$48.7K (+$10.8K)
Filed 2026-10-29
Gamma Investing LLC
INCREASED
Shares120 from 86
Change+34 (+40%)
Value$43.9K (+$19.4K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares101 from 106
Change-5 (-5%)
Value$37.0K (+$6.8K)
Filed 2026-10-27
Allworth Financial LP
INCREASED
Shares88 from 76
Change+12 (+16%)
Value$25.1K (+$3.4K)
Filed 2026-11-06
Mather Group, Llc.
INCREASED
Shares73 from 25
Change+48 (+192%)
Value$26.7K (+$19.6K)
Filed 2026-10-14
Bayforest Capital Ltd
DECREASED
Shares62 from 71
Change-9 (-13%)
Value$22.7K (+$2.5K)
Filed 2026-11-03
Financial Consulate, Inc
INCREASED
Shares57 from 15
Change+42 (+280%)
Value$20.9K (+$16.6K)
Filed 2026-10-23
Larson Financial Group LLC
INCREASED
Shares52 from 39
Change+13 (+33%)
Value$19.0K (+$7.9K)
Filed 2026-11-05
Eastern Bank
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$17.6K (+$3.9K)
Filed 2026-10-05
Harbour Investments, Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$15.4K (+$3.4K)
Filed 2026-11-09
Ascentis Independent Advisors
NEW
Shares33
Change+33
Value$12.1K
Filed 2026-11-03
Fideuram Asset Management (Ireland) dac
NEW
Shares28
Change+28
Value$8.9K
Filed 2026-10-29
Fifth Third Bancorp
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$9.1K (+$2.0K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
INCREASED
Shares18 from 17
Change+1 (+6%)
Value$6.6K (+$1.7K)
Filed 2026-10-20
Cape Investment Advisory, Inc.
DECREASED
Shares16 from 21
Change-5 (-24%)
Value$5.9K (-$130)
Filed 2026-10-13
SBI Securities Co., Ltd.
INCREASED
Shares16 from 15
Change+1 (+7%)
Value$5.9K (+$1.6K)
Filed 2026-10-22
Acumen Wealth Advisors, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$5.9K (+$1.3K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$5.9K (+$1.3K)
Filed 2026-10-20
Ascentis Wealth Management, LLC
NEW
Shares15
Change+15
Value$5.5K
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares15
Change+15
Value$5.5K
Filed 2026-10-21
Rossby Financial, LCC
INCREASED
Shares15 from 9
Change+6 (+67%)
Value$5.5K (+$2.9K)
Filed 2026-11-05
CrossGen Wealth, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$5.5K (+$1.2K)
Filed 2026-10-30
Bell Investment Advisors, Inc
INCREASED
Shares13 from 8
Change+5 (+63%)
Value$4.8K (+$2.5K)
Filed 2026-10-29
Jnba Financial Advisors
NEW
Shares12
Change+12
Value$4.4K
Filed 2026-11-03
Proathlete Wealth Management LLC
NEW
Shares10
Change+10
Value$3.7K
Filed 2026-10-15
Oakworth Capital, Inc.
NEW
Shares10
Change+10
Value$3.7K
Filed 2026-10-26
J.Safra Asset Management Corp
DECREASED
Shares10 from 11
Change-1 (-9%)
Value$3.7K (+$524)
Filed 2026-11-03
JFS Wealth Advisors, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3.7K (+$810)
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
NEW
Shares9
Change+9
Value$3.3K
Filed 2026-10-15
True Wealth Design, LLC
INCREASED
Shares8 from 2
Change+6 (+300%)
Value$2.9K (+$2.4K)
Filed 2026-10-13
Versant Capital Management, Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$2.6K (+$567)
Filed 2026-10-02
Silver Grove Financial Group, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$2.2K (+$486)
Filed 2026-11-05
Nisa Investment Advisors, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$2.2K (+$486)
Filed 2026-10-20
Entrust Financial LLC
NEW
Shares5
Change+5
Value$1.8K
Filed 2026-11-04
Geneos Wealth Management Inc.
INCREASED
Shares5 from 2
Change+3 (+150%)
Value$1.8K (+$1.3K)
Filed 2026-11-09
Cullen T Bankers, Inc.
INCREASED
Shares5 from 2
Change+3 (+150%)
Value$1.8K (+$1.3K)
Filed 2026-10-28
North Star Investment Management Corp.
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$1.5K (+$894)
Filed 2026-10-27
Nemes Rush Group LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.5K (+$324)
Filed 2026-11-04
Parkside Financial Bank & Trust
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.5K (+$324)
Filed 2026-10-27
Bessemer Group Inc
NEW
Shares3
Change+3
Value$1
Filed 2026-11-09
Lodestone Wealth Management LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.1K (+$243)
Filed 2026-10-14
Elyxium Wealth, LLC
NEW
Shares2
Change+2
Value$732
Filed 2026-10-27
Caitong International Asset Management Co., Ltd
NEW
Shares2
Change+2
Value$732
Filed 2026-10-29
Salomon & Ludwin, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$732 (+$151)
Filed 2026-10-29
Richardson Financial Services Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$732 (+$162)
Filed 2026-10-30
Birch Financial Group, LLC
NEW
Shares1
Change+1
Value$376
Filed 2026-10-27
Highline Wealth Partners LLC
NEW
Shares1
Change+1
Value$366
Filed 2026-10-19
Albion Financial Group
NEW
Shares1
Change+1
Value$366
Filed 2026-10-21
Abound Wealth Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$366 (+$81)
Filed 2026-10-26
Peak Financial Advisors LLC
CLOSED
Shares0 from 4,836
Change-4,836 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-28
Imc-Chicago, LLC
CLOSED
Shares0 from 1,949
Change-1,949 (-100%)
Value$0 (-$555.4K)
Filed 2026-11-05
IFG Advisory, LLC
CLOSED
Shares0 from 1,447
Change-1,447 (-100%)
Value$0 (-$412.4K)
Filed 2026-11-09
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 1,177
Change-1,177 (-100%)
Value$0 (-$335.4K)
Filed 2026-11-05
Keybank National Association
CLOSED
Shares0 from 1,080
Change-1,080 (-100%)
Value$0 (-$307.8K)
Filed 2026-11-04
Private Capital Advisors, Inc.
CLOSED
Shares0 from 999
Change-999 (-100%)
Value$0 (-$284.7K)
Filed 2026-10-06
Simplex Trading, LLC
CLOSED
Shares0 from 126
Change-126 (-100%)
Value$0 (-$35.9K)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-14
American National Bank & Trust
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-07
Rakuten Securities, Inc.
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$2.0K)
Filed 2026-11-02
Stone House Investment Management, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$855)
Filed 2026-10-23
Baker Bros. Advisors LP
N/A
Shares— from 8,801,567
Change-8,801,567 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 5,007,931
Change-5,007,931 (-100%)
Value—
Capital International Investors
N/A
Shares— from 4,210,221
Change-4,210,221 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,478,527
Change-2,478,527 (-100%)
Value—
Capital World Investors
N/A
Shares— from 2,249,582
Change-2,249,582 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,425,517
Change-1,425,517 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 758,752
Change-758,752 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 694,618
Change-694,618 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 543,323
Change-543,323 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 497,437
Change-497,437 (-100%)
Value—
Siren, L.L.C.
N/A
Shares— from 465,000
Change-465,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 439,336
Change-439,336 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 368,978
Change-368,978 (-100%)
Value—
Man Group plc
N/A
Shares— from 307,463
Change-307,463 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 305,477
Change-305,477 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 286,552
Change-286,552 (-100%)
Value—
UBS Group AG
N/A
Shares— from 258,589
Change-258,589 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 249,758
Change-249,758 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 245,823
Change-245,823 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 201,062
Change-201,062 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 188,405
Change-188,405 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 185,544
Change-185,544 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 177,987
Change-177,987 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 175,542
Change-175,542 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 157,701
Change-157,701 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 132,031
Change-132,031 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 115,374
Change-115,374 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 101,980
Change-101,980 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 100,698
Change-100,698 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 90,348
Change-90,348 (-100%)
Value—
Patient Square Capital LP
N/A
Shares— from 90,020
Change-90,020 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 81,279
Change-81,279 (-100%)
Value—
Capital International LTD
N/A
Shares— from 77,161
Change-77,161 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 73,048
Change-73,048 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 71,861
Change-71,861 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 60,525
Change-60,525 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 59,890
Change-59,890 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 59,831
Change-59,831 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 55,002
Change-55,002 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 54,064
Change-54,064 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 53,086
Change-53,086 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 39,647
Change-39,647 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 37,070
Change-37,070 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 36,379
Change-36,379 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 35,504
Change-35,504 (-100%)
Value—
Atle Fund Management AB
N/A
Shares— from 35,180
Change-35,180 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 33,660
Change-33,660 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 29,641
Change-29,641 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 29,203
Change-29,203 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 23,206
Change-23,206 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 22,738
Change-22,738 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 20,683
Change-20,683 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 20,273
Change-20,273 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 20,100
Change-20,100 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 19,814
Change-19,814 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 16,840
Change-16,840 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 16,302
Change-16,302 (-100%)
Value—
Nan Fung Group Holdings Ltd
N/A
Shares— from 15,722
Change-15,722 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 15,064
Change-15,064 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 13,561
Change-13,561 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 12,352
Change-12,352 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 12,346
Change-12,346 (-100%)
Value—
Superstring Capital Management LP
N/A
Shares— from 12,273
Change-12,273 (-100%)
Value—
Adar1 Capital Management, LLC
N/A
Shares— from 11,701
Change-11,701 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,028
Change-11,028 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 11,009
Change-11,009 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 10,474
Change-10,474 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 9,798
Change-9,798 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,442
Change-9,442 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 8,175
Change-8,175 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 7,573
Change-7,573 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 7,498
Change-7,498 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,461
Change-7,461 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,865
Change-6,865 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 6,502
Change-6,502 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 6,365
Change-6,365 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6,206
Change-6,206 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 5,846
Change-5,846 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,598
Change-5,598 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 4,734
Change-4,734 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 4,397
Change-4,397 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 4,395
Change-4,395 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 4,303
Change-4,303 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,285
Change-4,285 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 3,738
Change-3,738 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 3,181
Change-3,181 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,029
Change-3,029 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
&partners
N/A
Shares— from 2,985
Change-2,985 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 2,918
Change-2,918 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 2,804
Change-2,804 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 2,783
Change-2,783 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,477
Change-2,477 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,198
Change-2,198 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,059
Change-2,059 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Sectoral Asset Management Inc
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,503
Change-1,503 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 1,481
Change-1,481 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 998
Change-998 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 988
Change-988 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 986
Change-986 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 932
Change-932 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 907
Change-907 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 907
Change-907 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 804
Change-804 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 786
Change-786 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
State Street Corp
N/A
Shares— from 714
Change-714 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 707
Change-707 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 706
Change-706 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 236
Change-236 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 121
Change-121 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 57
Change-57 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 42
Change-42 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 34
Change-34 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 21
Change-21 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 12
Change-12 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 9
Change-9 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Candriam S.C.A.
DECREASED289,235289,735-5000%$82.5M$106.2M+$23.7M2026-11-03
Temasek Holdings (Private) Ltd
DECREASED205,466845,729-640,263-76%$241.0M$75.2M-$165.8M2026-10-28
M&G Plc
DECREASED192,952223,445-30,493-14%$63.7M$70.6M+$6.9M2026-11-04
Lansforsakringar Fondforvaltning AB (publ)
INCREASED128,352123,352+5,000+4%$2.7M$3.7M+$1.0M2026-11-09
Squarepoint Ops LLC
DECREASED68,90078,561-9,661-12%$22.4M$25.2M+$2.8M2026-11-09
ABN Amro Investment Solutions
DECREASED62,86865,524-2,656-4%$18.7M$23.0M+$4.3M2026-10-21
Dimensional Fund Advisors LP
INCREASED61,58746,733+14,854+32%$13.3M$22.5M+$9.2M2026-11-04
MacKenzie Financial Corp
INCREASED50,1897,786+42,403+545%$2.2M$18.4M+$16.1M2026-11-02
Handelsbanken Fonder AB
NEW50,000—+50,000——$18.3M—2026-11-09
Barings LLC
UNCHANGED42,81542,81500%$12.2M$15.7M+$3.5M2026-10-22
SEB Asset Management AB
UNCHANGED41,17941,17900%$11.7M$15.1M+$3.3M2026-11-04
Assetmark, Inc
INCREASED37,93532,399+5,536+17%$9.2M$13.9M+$4.6M2026-10-21
Fiera Capital Corp
DECREASED34,28534,516-231-1%$9.8M$12.5M+$2.7M2026-11-06
Mirae Asset Global Investments Co., Ltd.
DECREASED32,33533,808-1,473-4%$9.6M$11.8M+$2.2M2026-11-03
Oppenheimer Asset Management Inc.
DECREASED31,46935,781-4,312-12%$10.2M$11.5M+$1.3M2026-10-27
Geode Capital Management, LLC
INCREASED30,36327,617+2,746+10%$7.9M$11.1M+$3.2M2026-11-06
Russell Investments Group, Ltd.
INCREASED29,62122,065+7,556+34%$6.3M$10.8M+$4.5M2026-11-06
Slow Capital, Inc.
DECREASED27,84528,237-392-1%$8.0M$10.2M+$2.1M2026-10-23
Deutsche Bank Ag\
DECREASED21,67227,886-6,214-22%$7.9M$7.9M-$16.0K2026-11-06
Creative Planning
INCREASED20,77512,703+8,072+64%$3.6M$7.6M+$4.0M2026-11-02
Barclays PLC
DECREASED20,33527,716-7,381-27%$7.9M$7.4M-$456.8K2026-11-06
Asset Management One Co., Ltd.
DECREASED19,93721,346-1,409-7%$6.1M$7.3M+$1.2M2026-10-27
AIA Group Ltd
DECREASED19,02529,282-10,257-35%$8.3M$7.0M-$1.4M2026-10-30
Jefferies Financial Group Inc.
INCREASED18,2006,400+11,800+184%$1.8M$512.3K-$1.3M2026-11-05
TB Alternative Assets Ltd.
NEW14,800—+14,800——$5.4M—2026-10-16
Baillie Gifford & Co
INCREASED13,816231+13,585+5881%$65.8K$5.1M+$5.0M2026-11-09
Generali Investments, Management Co LLC
UNCHANGED8,0008,00000%$173.8K$229.8K+$56.0K2026-10-19
Crossmark Global Holdings, Inc.
DECREASED7,68010,755-3,075-29%$3.1M$2.8M-$254.4K2026-10-21
LPL Financial LLC
INCREASED7,2136,043+1,170+19%$1.7M$2.6M+$917.5K2026-11-06
Bank of Montreal
INCREASED7,1595,021+2,138+43%$1.4M$2.6M+$1.2M2026-11-09
B. Metzler seel. Sohn & Co. AG
INCREASED7,1356,706+429+6%$1.9M$2.6M+$700.0K2026-10-30
China Universal Asset Management Co., Ltd.
INCREASED6,5415,257+1,284+24%$1.5M$2.4M+$891.1K2026-10-28
State of Wyoming
DECREASED5,7648,698-2,934-34%$2.5M$2.1M-$369.4K2026-10-28
Wespac Advisors SoCal, LLC
INCREASED5,1565,082+74+1%$1.4M$1.9M+$438.6K2026-10-13
Quadrant Capital Group LLC
INCREASED4,7064,647+59+1%$1.3M$1.6M+$318.5K2026-10-20
Nykredit A/S
INCREASED4,4354,225+210+5%$1.2M$1.6M+$418.9K2026-11-06
TD Waterhouse Canada Inc.
INCREASED4,1391,975+2,164+110%$573.3K$1.5M+$910.9K2026-10-16
Citigroup Inc
DECREASED4,1034,860-757-16%$1.4M$1.5M+$116.5K2026-11-04
True Light Capital Pte. Ltd.
UNCHANGED3,4803,48000%$991.7K$1.3M+$281.8K2026-11-05
Profund Advisors LLC
DECREASED3,4004,210-810-19%$1.2M$1.2M+$44.5K2026-10-29
Henshaw Capital LLC
UNCHANGED3,2243,22400%$918.7K$1.2M+$261.0K2026-11-03
Sanders Morris Harris LLC
NEW3,100—+3,100——$1.1M—2026-10-14
Charles Schwab Trust Co
UNCHANGED3,0003,00000%$854.9K$1.1M+$242.9K2026-10-15
Bank of New York Mellon Corp
DECREASED2,6772,824-147-5%$804.7K$979.5K+$174.7K2026-11-05
Perigon Wealth Management, LLC
DECREASED2,4802,551-71-3%$727.0K$907.5K+$180.6K2026-10-22
Hager Investment Management Services, LLC
NEW2,434—+2,434——$890.8K—2026-11-04
Silver OAK Securities, Incorporated
INCREASED2,4094+2,405+60125%$1.1K$980.4K+$979.3K2026-11-09
Commonwealth Equity Services, LLC
INCREASED2,1641,825+339+19%$520.0K$791.8K+$271.8K2026-11-02
US Bancorp \de\
INCREASED2,1241,549+575+37%$441.4K$777.3K+$335.8K2026-11-05
Vise Technologies, Inc.
INCREASED2,1001,145+955+83%$326.3K$768.4K+$442.0K2026-10-29
Hantz Financial Services, Inc.
INCREASED1,9551,231+724+59%$351.0K$715.0K+$364.0K2026-11-09
Kestra Private Wealth Services, LLC
NEW1,903—+1,903——$696.4K—2026-11-06
Tuttle Capital Management, LLC
NEW1,833—+1,833——$656.3K—2026-10-21
JGP Global Gestao de Recursos Ltda.
UNCHANGED1,7111,71100%$487.6K$626.1K+$138.5K2026-10-16
OpenArc Corporate Advisory, LLC
INCREASED1,4771,056+421+40%$300.9K$540.5K+$239.6K2026-10-21
Morse Asset Management, Inc
INCREASED1,4521,378+74+5%$392.7K$531.3K+$138.7K2026-11-09
Jackson Square Capital, LLC
NEW1,415—+1,415——$517.8K—2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED1,403940+463+49%$267.9K$513.4K+$245.5K2026-10-27
Kestra Advisory Services, LLC
INCREASED1,3941,150+244+21%$327.7K$510.1K+$182.4K2026-11-02
Aaron Wealth Advisors LLC
INCREASED1,3881,267+121+10%$361.1K$507.9K+$146.9K2026-10-13
Collaborative Fund Advisors, LLC
NEW1,335—+1,335——$488.5K—2026-11-02
Atria Investments, Inc
INCREASED1,3231,183+140+12%$337.1K$484.1K+$147.0K2026-10-15
PNC Financial Services Group, Inc.
INCREASED1,2891,146+143+12%$326.6K$471.7K+$145.1K2026-11-06
Compound Planning, Inc.
NEW1,287—+1,287——$471.0K—2026-11-09
Harbor Investment Advisory, LLC
NEW1,251—+1,251——$457.8K—2026-10-13
ProShare Advisors LLC
INCREASED1,2431,081+162+15%$308.1K$454.9K+$146.8K2026-10-29
Signature Estate & Investment Advisors LLC
INCREASED1,062737+325+44%$210.1K$388.6K+$178.5K2026-10-13
KBC Group NV
DECREASED1,0165,171-4,155-80%$1.5M$372.0K-$1.1M2026-10-22
Fisher Asset Management, LLC
NEW1,002—+1,002——$367.0K—2026-11-06
IFP Advisors, Inc
UNCHANGED1,0011,00100%$285.3K$366.3K+$81.1K2026-10-16
FSM Wealth Advisors, LLC
NEW982—+982——$343.8K—2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED966788+178+23%$235.0K$339.7K+$104.7K2026-11-04
Blue Trust, Inc.
INCREASED841805+36+4%$229.4K$307.7K+$78.3K2026-10-15
Thoroughbred Financial Services, LLC
UNCHANGED77377300%$220.0K$282.0K+$62.0K2026-11-09
Summit Global Investments
UNCHANGED72872800%$207.0K$266.0K+$59.0K2026-10-28
LVW Advisors, LLC
DECREASED724739-15-2%$210.6K$264.9K+$54.3K2026-10-19
Truist Financial Corp
NEW681—+681——$249.3K—2026-10-30
Robeco Institutional Asset Management B.V.
NEW668—+668——$244.4K—2026-10-20
Xponance LLC
NEW653—+653——$239.0K—2026-11-03
GF Fund Management Co. Ltd.
DECREASED635680-45-7%$193.8K$232.4K+$38.6K2026-10-26
HMS Capital Management, LLC
NEW610—+610——$223.2K—2026-10-20
Lester Murray Antman dba SimplyRich
NEW606—+606——$221.8K—2026-11-06
Ethic Inc.
NEW597—+597——$218.5K—2026-11-03
AA Financial Advisors, LLC
NEW594—+594——$217.4K—2026-10-19
Financial Perspectives, Inc
UNCHANGED58858800%$167.6K$215.2K+$47.6K2026-11-03
Parallel Advisors, LLC
INCREASED583342+241+70%$97.6K$213.3K+$115.8K2026-11-03
Park Avenue Securities LLC
NEW564—+564——$206.0K—2026-10-26
Kingswood Wealth Advisors, LLC
NEW559—+559——$204.6K—2026-10-23
Summit Wealth Group LLC / Co
NEW557—+557——$203.8K—2026-10-29
PDS Planning, Inc
NEW548—+548——$200.5K—2026-11-03
Montag A & Associates Inc
DECREASED500750-250-33%$213.7K$183.0K-$30.8K2026-10-29
Acadian Asset Management LLC
DECREASED488597-109-18%$170.0K$178.0K+$8.0K2026-11-09
Signaturefd, LLC
INCREASED414365+49+13%$104.1K$151.6K+$47.5K2026-10-23
Advisors Preferred, LLC
NEW312—+312——$111.7K—2026-11-09
Clearstead Advisors, LLC
INCREASED312305+7+2%$86.9K$114.2K+$27.3K2026-11-06
Provenance Wealth Advisors, LLC
NEW291—+291——$106.5K—2026-10-30
Knights of Columbus Asset Advisors LLC
NEW290—+290——$106.1K—2026-11-05
EverSource Wealth Advisors, LLC
INCREASED283204+79+39%$58.1K$103.6K+$45.4K2026-11-04
Farther Finance Advisors, LLC
DECREASED264267-3-1%$76.2K$96.6K+$20.4K2026-10-08
Spire Wealth Management
NEW195—+195——$71.4K—2026-10-30
Leonteq Securities AG
UNCHANGED13313300%$37.9K$48.7K+$10.8K2026-10-29
Gamma Investing LLC
INCREASED12086+34+40%$24.5K$43.9K+$19.4K2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED101106-5-5%$30.2K$37.0K+$6.8K2026-10-27
Allworth Financial LP
INCREASED8876+12+16%$21.7K$25.1K+$3.4K2026-11-06
Mather Group, Llc.
INCREASED7325+48+192%$7.1K$26.7K+$19.6K2026-10-14
Bayforest Capital Ltd
DECREASED6271-9-13%$20.2K$22.7K+$2.5K2026-11-03
Financial Consulate, Inc
INCREASED5715+42+280%$4.3K$20.9K+$16.6K2026-10-23
Larson Financial Group LLC
INCREASED5239+13+33%$11.1K$19.0K+$7.9K2026-11-05
Eastern Bank
UNCHANGED484800%$13.7K$17.6K+$3.9K2026-10-05
Harbour Investments, Inc.
UNCHANGED424200%$12.0K$15.4K+$3.4K2026-11-09
Ascentis Independent Advisors
NEW33—+33——$12.1K—2026-11-03
Fideuram Asset Management (Ireland) dac
NEW28—+28——$8.9K—2026-10-29
Fifth Third Bancorp
UNCHANGED252500%$7.1K$9.1K+$2.0K2026-11-05
Physician Wealth Advisors, Inc.
INCREASED1817+1+6%$4.8K$6.6K+$1.7K2026-10-20
Cape Investment Advisory, Inc.
DECREASED1621-5-24%$6.0K$5.9K-$1302026-10-13
SBI Securities Co., Ltd.
INCREASED1615+1+7%$4.3K$5.9K+$1.6K2026-10-22
Acumen Wealth Advisors, LLC
UNCHANGED161600%$4.6K$5.9K+$1.3K2026-11-05
Private Trust Co NA
UNCHANGED161600%$4.6K$5.9K+$1.3K2026-10-20
Ascentis Wealth Management, LLC
NEW15—+15——$5.5K—2026-11-03
Root Financial Partners, LLC
NEW15—+15——$5.5K—2026-10-21
Rossby Financial, LCC
INCREASED159+6+67%$2.6K$5.5K+$2.9K2026-11-05
CrossGen Wealth, LLC
UNCHANGED151500%$4.3K$5.5K+$1.2K2026-10-30
Bell Investment Advisors, Inc
INCREASED138+5+63%$2.3K$4.8K+$2.5K2026-10-29
Jnba Financial Advisors
NEW12—+12——$4.4K—2026-11-03
Proathlete Wealth Management LLC
NEW10—+10——$3.7K—2026-10-15
Oakworth Capital, Inc.
NEW10—+10——$3.7K—2026-10-26
J.Safra Asset Management Corp
DECREASED1011-1-9%$3.1K$3.7K+$5242026-11-03
JFS Wealth Advisors, LLC
UNCHANGED101000%$2.9K$3.7K+$8102026-11-03
Moisand Fitzgerald Tamayo, LLC
NEW9—+9——$3.3K—2026-10-15
True Wealth Design, LLC
INCREASED82+6+300%$570$2.9K+$2.4K2026-10-13
Versant Capital Management, Inc
UNCHANGED7700%$2.0K$2.6K+$5672026-10-02
Silver Grove Financial Group, Inc.
UNCHANGED6600%$1.7K$2.2K+$4862026-11-05
Nisa Investment Advisors, LLC
UNCHANGED6600%$1.7K$2.2K+$4862026-10-20
Entrust Financial LLC
NEW5—+5——$1.8K—2026-11-04
Geneos Wealth Management Inc.
INCREASED52+3+150%$570$1.8K+$1.3K2026-11-09
Cullen T Bankers, Inc.
INCREASED52+3+150%$570$1.8K+$1.3K2026-10-28
North Star Investment Management Corp.
INCREASED42+2+100%$570$1.5K+$8942026-10-27
Nemes Rush Group LLC
UNCHANGED4400%$1.1K$1.5K+$3242026-11-04
Parkside Financial Bank & Trust
UNCHANGED4400%$1.1K$1.5K+$3242026-10-27
Bessemer Group Inc
NEW3—+3——$1—2026-11-09
Lodestone Wealth Management LLC
UNCHANGED3300%$855$1.1K+$2432026-10-14
Elyxium Wealth, LLC
NEW2—+2——$732—2026-10-27
Caitong International Asset Management Co., Ltd
NEW2—+2——$732—2026-10-29
Salomon & Ludwin, LLC
UNCHANGED2200%$581$732+$1512026-10-29
Richardson Financial Services Inc.
UNCHANGED2200%$570$732+$1622026-10-30
Birch Financial Group, LLC
NEW1—+1——$376—2026-10-27
Highline Wealth Partners LLC
NEW1—+1——$366—2026-10-19
Albion Financial Group
NEW1—+1——$366—2026-10-21
Abound Wealth Management
UNCHANGED1100%$285$366+$812026-10-26
Peak Financial Advisors LLC
CLOSED04,836-4,836-100%$1.4M$0-$1.4M2026-10-28
Imc-Chicago, LLC
CLOSED01,949-1,949-100%$555.4K$0-$555.4K2026-11-05
IFG Advisory, LLC
CLOSED01,447-1,447-100%$412.4K$0-$412.4K2026-11-09
Elevation Point Wealth Partners, LLC
CLOSED01,177-1,177-100%$335.4K$0-$335.4K2026-11-05
Keybank National Association
CLOSED01,080-1,080-100%$307.8K$0-$307.8K2026-11-04
Private Capital Advisors, Inc.
CLOSED0999-999-100%$284.7K$0-$284.7K2026-10-06
Simplex Trading, LLC
CLOSED0126-126-100%$35.9K$0-$35.9K2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED021-21-100%$6.0K$0-$6.0K2026-10-14
American National Bank & Trust
CLOSED014-14-100%$4.0K$0-$4.0K2026-10-07
Rakuten Securities, Inc.
CLOSED07-7-100%$2.0K$0-$2.0K2026-11-02
Stone House Investment Management, LLC
CLOSED03-3-100%$855$0-$8552026-10-23
Baker Bros. Advisors LP
N/A—8,801,567-8,801,567-100%$2.5B———
Primecap Management Co
N/A—5,007,931-5,007,931-100%$1.4B———
Capital International Investors
N/A—4,210,221-4,210,221-100%$1.2B———
FMR LLC
N/A—2,478,527-2,478,527-100%$706.3M———
Capital World Investors
N/A—2,249,582-2,249,582-100%$641.1M———
Citadel Advisors LLC
N/A—1,425,517-1,425,517-100%$406.2M———
Price T Rowe Associates Inc
N/A—758,752-758,752-100%$216.2M———
BlackRock, Inc.
N/A—694,618-694,618-100%$197.9M———
Millennium Management LLC
N/A—543,323-543,323-100%$154.8M———
Morgan Stanley
N/A—497,437-497,437-100%$141.8M———
Siren, L.L.C.
N/A—465,000-465,000-100%$132.5M———
Bank of America Corp
N/A—439,336-439,336-100%$125.2M———
Baird Financial Group, Inc.
N/A—368,978-368,978-100%$105.1M———
Man Group plc
N/A—307,463-307,463-100%$87.6M———
Capital International, Inc.
N/A—305,477-305,477-100%$87.1M———
Two Sigma Investments, LP
N/A—286,552-286,552-100%$81.7M———
UBS Group AG
N/A—258,589-258,589-100%$73.7M———
Arrowstreet Capital, Limited Partnership
N/A—249,758-249,758-100%$71.2M———
First Trust Advisors LP
N/A—245,823-245,823-100%$70.1M———
Nuveen, LLC
N/A—201,062-201,062-100%$57.3M———
JPMorgan Chase & Co
N/A—188,405-188,405-100%$54.6M———
BNP Paribas Financial Markets
N/A—185,544-185,544-100%$52.9M———
Marshall Wace, LLP
N/A—177,987-177,987-100%$50.7M———
Capital International Sarl
N/A—175,542-175,542-100%$50.0M———
Goldman Sachs Group Inc
N/A—157,701-157,701-100%$44.9M———
Franklin Resources Inc
N/A—132,031-132,031-100%$37.6M———
Artisan Partners Limited Partnership
N/A—115,374-115,374-100%$32.9M———
Renaissance Technologies LLC
N/A—101,980-101,980-100%$29.1M———
Jennison Associates LLC
N/A—100,698-100,698-100%$28.7M———
Lazard Asset Management LLC
N/A—90,348-90,348-100%$25.7M———
Patient Square Capital LP
N/A—90,020-90,020-100%$25.7M———
Qube Research & Technologies Ltd
N/A—81,279-81,279-100%$23.2M———
Capital International LTD
N/A—77,161-77,161-100%$22.0M———
Life Cycle Investment Partners Ltd
N/A—73,048-73,048-100%$20.8M———
Royal Bank of Canada
N/A—71,861-71,861-100%$20.5M———
Envestnet Asset Management Inc
N/A—60,525-60,525-100%$17.2M———
Legal & General Group Plc
N/A—59,890-59,890-100%$17.1M———
Panagora Asset Management Inc
N/A—59,831-59,831-100%$17.1M———
Van Eck Associates Corp
N/A—55,002-55,002-100%$15.7M———
Woodline Partners LP
N/A—54,064-54,064-100%$15.4M———
Wells Fargo & Company
N/A—53,086-53,086-100%$15.1M———
Northern Trust Corp
N/A—39,647-39,647-100%$11.3M———
BNP Paribas Asset Management Holding S.A.
N/A—37,070-37,070-100%$10.6M———
Nomura Asset Management International Inc.
N/A—36,379-36,379-100%$10.4M———
Driehaus Capital Management LLC
N/A—35,504-35,504-100%$10.1M———
Atle Fund Management AB
N/A—35,180-35,180-100%$10.0M———
Edmond de Rothschild Holding S.A.
N/A—33,660-33,660-100%$9.6M———
Schroder Investment Management Group
N/A—29,641-29,641-100%$8.6M———
Quadrature Capital Ltd
N/A—29,203-29,203-100%$8.3M———
Capital Group Private Client Services, Inc.
N/A—23,206-23,206-100%$6.6M———
Wellington Management Group LLP
N/A—22,738-22,738-100%$6.5M———
Trexquant Investment LP
N/A—20,683-20,683-100%$5.9M———
Raymond James Financial Inc
N/A—20,273-20,273-100%$5.8M———
Erste Asset Management GmbH
N/A—20,100-20,100-100%$5.8M———
Quantinno Capital Management LP
N/A—19,814-19,814-100%$5.6M———
Capital Group Investment Management Pte. Ltd.
N/A—16,840-16,840-100%$4.8M———
Engineers Gate Manager LP
N/A—16,302-16,302-100%$4.6M———
Nan Fung Group Holdings Ltd
N/A—15,722-15,722-100%$4.5M———
XTX Topco Ltd
N/A—15,064-15,064-100%$4.3M———
Tidal Investments LLC
N/A—13,561-13,561-100%$3.9M———
Guggenheim Capital LLC
N/A—12,352-12,352-100%$3.5M———
American Century Companies Inc
N/A—12,346-12,346-100%$3.5M———
Superstring Capital Management LP
N/A—12,273-12,273-100%$3.5M———
Adar1 Capital Management, LLC
N/A—11,701-11,701-100%$3.3M———
Stifel Financial Corp
N/A—11,028-11,028-100%$3.1M———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—11,009-11,009-100%$3.1M———
Bellevue Group AG
N/A—10,474-10,474-100%$3.0M———
New York State Common Retirement Fund
N/A—9,798-9,798-100%$2.8M———
Jane Street Group, LLC
N/A—9,442-9,442-100%$2.7M———
Massachusetts Financial Services Co
N/A—8,175-8,175-100%$18.0M———
Mitsubishi UFJ Trust & Banking Corp
N/A—7,573-7,573-100%$2.2M———
Public Employees Retirement System of Ohio
N/A—7,498-7,498-100%$2.1M———
Susquehanna International Group, LLP
N/A—7,461-7,461-100%$2.1M———
Jones Financial Companies Lllp
N/A—6,865-6,865-100%$1.9M———
Neuberger Berman Group LLC
N/A—6,502-6,502-100%$1.9M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—6,365-6,365-100%$1.8M———
Rockefeller Capital Management L.P.
N/A—6,206-6,206-100%$1.8M———
Old Mission Capital LLC
N/A—5,846-5,846-100%$1.7M———
MML Investors Services, LLC
N/A—5,598-5,598-100%$1.6M———
GSA Capital Partners LLP
N/A—4,734-4,734-100%$1.3M———
Virtus Investment Advisers, LLC
N/A—4,397-4,397-100%$1.3M———
Partners Capital Investment Group, LLP
N/A—4,395-4,395-100%$1.3M———
SEI Investments Co
N/A—4,303-4,303-100%$1.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,285-4,285-100%$1.2M———
Storebrand Asset Management AS
N/A—3,738-3,738-100%$1.1M———
Vanguard Personalized Indexing Management, LLC
N/A—3,240-3,240-100%$923.3K———
Rodgers Brothers Inc.
N/A—3,181-3,181-100%$906.5K———
Focus Partners Wealth
N/A—3,029-3,029-100%$863.3K———
Vestmark Advisory Solutions, Inc.
N/A—3,006-3,006-100%$856.6K———
Portland Investment Counsel Inc.
N/A—3,000-3,000-100%$854.9K———
&partners
N/A—2,985-2,985-100%$850.6K———
Orion Porfolio Solutions, LLC
N/A—2,918-2,918-100%$831.5K———
Sanctuary Advisors, LLC
N/A—2,829-2,829-100%$806.2K———
Qtron Investments LLC
N/A—2,804-2,804-100%$799.1K———
Strategic Global Advisors, LLC
N/A—2,783-2,783-100%$889.2K———
Westwood Holdings Group Inc
N/A—2,560-2,560-100%$729.5K———
Havemeyer Place LP
N/A—2,481-2,481-100%$707.0K———
Ameriprise Financial Inc
N/A—2,477-2,477-100%$705.9K———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,371-2,371-100%$675.7K———
O'shaughnessy Asset Management, LLC
N/A—2,268-2,268-100%$646.3K———
Cetera Investment Advisers
N/A—2,198-2,198-100%$626.4K———
UBS Asset Management Americas LLC
N/A—2,137-2,137-100%$609.0K———
Cerity Partners LLC
N/A—2,059-2,059-100%$586.8K———
Schonfeld Strategic Advisors LLC
N/A—1,932-1,932-100%$550.6K———
QRG Capital Management, Inc.
N/A—1,918-1,918-100%$546.6K———
Sectoral Asset Management Inc
N/A—1,870-1,870-100%$532.9K———
Invesco Ltd.
N/A—1,850-1,850-100%$527.2K———
NewEdge Wealth, LLC
N/A—1,834-1,834-100%$522.6K———
Callan Family Office, LLC
N/A—1,752-1,752-100%$499.3K———
DRW Securities, LLC
N/A—1,731-1,731-100%$493.3K———
SBI Okasan Asset Management Co.Ltd.
N/A—1,700-1,700-100%$493.0K———
Marex Group Ltd
N/A—1,550-1,550-100%$441.7K———
Laird Norton Wetherby Trust Company, LLC
N/A—1,520-1,520-100%$433.2K———
Prasad Wealth Partners, LLC
N/A—1,518-1,518-100%$432.4K———
Federation des caisses Desjardins du Quebec
N/A—1,503-1,503-100%$428.4K———
Alteri Wealth LLC
N/A—1,500-1,500-100%$427.5K———
Venturi Wealth Management, LLC
N/A—1,481-1,481-100%$422.0K———
Janney Montgomery Scott LLC
N/A—1,470-1,470-100%$419.0K———
DV Equities, LLC
N/A—1,469-1,469-100%$418.6K———
PFG Investments, LLC
N/A—1,455-1,455-100%$414.6K———
Sequoia Financial Advisors, LLC
N/A—1,441-1,441-100%$410.6K———
Steadtrust LLC
N/A—1,400-1,400-100%$399.0K———
Snowden Capital Advisors LLC
N/A—1,286-1,286-100%$366.5K———
IEQ Capital, LLC
N/A—1,279-1,279-100%$364.5K———
Osaic Holdings, Inc.
N/A—1,162-1,162-100%$331.1K———
Vident Advisory, LLC
N/A—1,158-1,158-100%$330.0K———
NewEdge Advisors, LLC
N/A—1,117-1,117-100%$318.2K———
Private Advisor Group, LLC
N/A—1,088-1,088-100%$310.1K———
Insigneo Advisory Services, LLC
N/A—1,010-1,010-100%$287.8K———
Mariner, LLC
N/A—998-998-100%$284.4K———
Ballentine Partners, LLC
N/A—988-988-100%$281.6K———
Cary Street Partners Financial LLC
N/A—986-986-100%$281.0K———
Pathstone Holdings, LLC
N/A—932-932-100%$265.6K———
HighTower Advisors, LLC
N/A—907-907-100%$258.5K———
Tower Research Capital LLC (TRC)
N/A—907-907-100%$258.5K———
Moneta Group Investment Advisors LLC
N/A—815-815-100%$232.3K———
Rhumbline Advisers
N/A—804-804-100%$229.1K———
CIBC World Market Inc.
N/A—800-800-100%$228.0K———
Benjamin Edwards Inc
N/A—786-786-100%$223.9K———
Walleye Capital LLC
N/A—723-723-100%$206.0K———
State Street Corp
N/A—714-714-100%$203.5K———
AXQ Capital, LP
N/A—707-707-100%$201.5K———
Steward Partners Investment Advisory, LLC
N/A—706-706-100%$201.2K———
Global Retirement Partners, LLC
N/A—345-345-100%$98.3K———
Northwestern Mutual Wealth Management Co
N/A—236-236-100%$67.3K———
Basecamp Wealth Advisors LLC
N/A—151-151-100%$43.0K———
Arax Advisory Partners
N/A—121-121-100%$34.5K———
Anchor Investment Management, LLC
N/A—108-108-100%$30.8K———
Frazier Financial Advisors, LLC
N/A—63-63-100%$18.0K———
Brown Brothers Harriman & Co
N/A—57-57-100%$16.2K———
SHP Wealth Management
N/A—42-42-100%$12.0K———
National Bank of Canada
N/A—34-34-100%$9.7K———
Cary Street Partners Investment Advisory LLC
N/A—25-25-100%$7.1K———
Smartleaf Asset Management LLC
N/A—24-24-100%$7.0K———
Fiduciary Financial Advisors
N/A—21-21-100%$5.7K———
LRI Investments, LLC
N/A—20-20-100%$5.7K———
Huntington National Bank
N/A—12-12-100%$3.4K———
Continuum Advisory, LLC
N/A—9-9-100%$2.6K———
BFC Planning, Inc.
N/A—9-9-100%$2.6K———
IMA Advisory Services, Inc.
N/A—6-6-100%$1.7K———
BOK Financial Private Wealth, Inc.
N/A—6-6-100%$1.7K———
WealthCollab, LLC
N/A—6-6-100%$1.7K———
Raffa Wealth Management, LLC
N/A—4-4-100%$1.1K———
Cornerstone Financial Management LLC
N/A—2-2-100%$570———
Beaird Harris Wealth Management, LLC
N/A—1-1-100%$285———
Showing 325 of 325 institutions