Coherus Oncology Inc (CHRS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Timothy G. Youngquist 2020 Irrevocable Trust

UNCHANGED

Shares13,050,623 from 13,050,623

Change0 (0%)

Value$15.8M (-$2.5M)

Filed 2026-10-13

Geode Capital Management, LLC

DECREASED

Shares3,098,735 from 3,685,567

Change-586,832 (-16%)

Value$3.8M (-$1.4M)

Filed 2026-11-06

C WorldWide Group Holding A/S

UNCHANGED

Shares1,928,464 from 1,928,464

Change0 (0%)

Value$2.3M (-$367.0K)

Filed 2026-11-04

Bank of New York Mellon Corp

INCREASED

Shares331,077 from 319,687

Change+11,390 (+4%)

Value$400.6K (-$47.0K)

Filed 2026-11-05

Barclays PLC

INCREASED

Shares230,929 from 201,143

Change+29,786 (+15%)

Value$279.4K (-$2.2K)

Filed 2026-11-06

Citigroup Inc

INCREASED

Shares154,112 from 64,342

Change+89,770 (+140%)

Value$186.5K (+$96.4K)

Filed 2026-11-04

Deutsche Bank Ag\

DECREASED

Shares111,614 from 127,621

Change-16,007 (-13%)

Value$135.1K (-$43.6K)

Filed 2026-11-06

PVG Asset Management Corp

DECREASED

Shares74,160 from 133,235

Change-59,075 (-44%)

Value$89.7K (-$96.8K)

Filed 2026-10-19

SteelPeak Wealth, LLC

INCREASED

Shares71,408 from 69,000

Change+2,408 (+3%)

Value$86.4K (-$10.2K)

Filed 2026-10-16

Strs Ohio

DECREASED

Shares68,200 from 395,600

Change-327,400 (-83%)

Value$82.5K (-$471.3K)

Filed 2026-10-30

Canton Hathaway, LLC

UNCHANGED

Shares58,230 from 58,230

Change0 (0%)

Value$70.5K (-$11.1K)

Filed 2026-10-23

Russell Investments Group, Ltd.

UNCHANGED

Shares50,613 from 50,613

Change0 (0%)

Value$61.2K (-$9.6K)

Filed 2026-11-06

LPL Financial LLC

DECREASED

Shares45,967 from 48,167

Change-2,200 (-5%)

Value$55.6K (-$11.8K)

Filed 2026-11-06

International Assets Investment Management, LLC

INCREASED

Shares45,501 from 42,958

Change+2,543 (+6%)

Value$52.8K (-$9.1K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares42,186 from 52,376

Change-10,190 (-19%)

Value$51.0K (-$22.0K)

Filed 2026-11-02

Leonteq Securities AG

NEW

Shares30,746

Change+30,746

Value$37.2K

Filed 2026-10-29

China Universal Asset Management Co., Ltd.

INCREASED

Shares28,190 from 24,549

Change+3,641 (+15%)

Value$33.3K (-$1.1K)

Filed 2026-10-28

Atria Investments, Inc

DECREASED

Shares21,827 from 26,426

Change-4,599 (-17%)

Value$26.4K (-$10.6K)

Filed 2026-10-15

ProShare Advisors LLC

DECREASED

Shares20,700 from 22,172

Change-1,472 (-7%)

Value$25.0K (-$6.0K)

Filed 2026-10-29

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares19,322 from 62,255

Change-42,933 (-69%)

Value$20.7K (-$75.2K)

Filed 2026-10-13

Dimensional Fund Advisors LP

DECREASED

Shares15,055 from 35,397

Change-20,342 (-57%)

Value$18.2K (-$31.3K)

Filed 2026-11-04

Providence Wealth Advisors, LLC

UNCHANGED

Shares15,000 from 15,000

Change0 (0%)

Value$17.4K (-$4.6K)

Filed 2026-10-29

Kingsbury Capital Investment Advisors LLC

INCREASED

Shares14,545 from 12,396

Change+2,149 (+17%)

Value$17.6K (+$245)

Filed 2026-10-20

Wealth Group, Ltd.

NEW

Shares14,195

Change+14,195

Value$17

Filed 2026-10-30

StoneX Group Inc.

NEW

Shares13,454

Change+13,454

Value$18.2K

Filed 2026-11-03

Vontobel Holding Ltd.

NEW

Shares13,066

Change+13,066

Value$15.8K

Filed 2026-10-16

Xponance LLC

DECREASED

Shares12,218 from 12,434

Change-216 (-2%)

Value$14.8K (-$2.6K)

Filed 2026-11-03

Endowment Wealth Management, Inc.

UNCHANGED

Shares11,521 from 11,521

Change0 (0%)

Value$13.9K (-$2.2K)

Filed 2026-11-03

M Holdings Securities, Inc.

NEW

Shares10,000

Change+10,000

Value$7

Filed 2026-11-03

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares7,895 from 6,899

Change+996 (+14%)

Value$9.6K (-$106)

Filed 2026-11-03

SBI Securities Co., Ltd.

DECREASED

Shares4,771 from 6,124

Change-1,353 (-22%)

Value$5.8K (-$2.8K)

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares4,063 from 885

Change+3,178 (+359%)

Value$4.9K (+$3.7K)

Filed 2026-10-08

GF Fund Management Co. Ltd.

INCREASED

Shares3,408 from 3,164

Change+244 (+8%)

Value$4.1K (-$306)

Filed 2026-10-26

Sterling Capital Management LLC

INCREASED

Shares3,018 from 1,865

Change+1,153 (+62%)

Value$3.7K (+$1.0K)

Filed 2026-10-22

CoreCap Advisors, LLC

INCREASED

Shares2,924 from 2,435

Change+489 (+20%)

Value$3.5K (+$129)

Filed 2026-10-08

Allworth Financial LP

UNCHANGED

Shares2,190 from 2,190

Change0 (0%)

Value$3.1K ($0)

Filed 2026-11-06

Rydar Equities, Inc.

NEW

Shares1,000

Change+1,000

Value$1.0K

Filed 2026-10-13

Owl Creek Wealth Partners LLC

UNCHANGED

Shares684 from 684

Change0 (0%)

Value$828 (-$130)

Filed 2026-10-20

EverSource Wealth Advisors, LLC

DECREASED

Shares667 from 3,455

Change-2,788 (-81%)

Value$808 (-$4.0K)

Filed 2026-11-04

Nisa Investment Advisors, LLC

UNCHANGED

Shares574 from 574

Change0 (0%)

Value$695 (-$109)

Filed 2026-10-20

Farther Finance Advisors, LLC

DECREASED

Shares462 from 2,520

Change-2,058 (-82%)

Value$559 (-$3.0K)

Filed 2026-10-08

IFP Advisors, Inc

DECREASED

Shares41 from 524

Change-483 (-92%)

Value$50 (-$684)

Filed 2026-10-16

Abound Wealth Management

NEW

Shares26

Change+26

Value$32

Filed 2026-10-26

Caitong International Asset Management Co., Ltd

INCREASED

Shares17 from 11

Change+6 (+55%)

Value$21 (+$6)

Filed 2026-10-29

True Wealth Design, LLC

DECREASED

Shares15 from 586

Change-571 (-97%)

Value$19 (-$802)

Filed 2026-10-13

Blue Trust, Inc.

NEW

Shares2

Change+2

Value$2

Filed 2026-10-15

Jefferies Financial Group Inc.

CLOSED

Shares0 from 252,000

Change-252,000 (-100%)

Value$0 (-$352.8K)

Filed 2026-11-05

Confluence Wealth Services, Inc.

CLOSED

Shares0 from 19,803

Change-19,803 (-100%)

Value$0 (-$27.7K)

Filed 2026-11-05

Creative Planning

CLOSED

Shares0 from 13,729

Change-13,729 (-100%)

Value$0 (-$19.2K)

Filed 2026-11-02

Brighton Jones LLC

CLOSED

Shares0 from 12,803

Change-12,803 (-100%)

Value$0 (-$17.9K)

Filed 2026-11-03

Merit Financial Group, LLC

CLOSED

Shares0 from 10,935

Change-10,935 (-100%)

Value$0 (-$15.3K)

Filed 2026-11-06

Simplex Trading, LLC

CLOSED

Shares0 from 10,820

Change-10,820 (-100%)

Value$0 (-$15.1K)

Filed 2026-11-04

Clearstead Advisors, LLC

CLOSED

Shares0 from 836

Change-836 (-100%)

Value$0 (-$1.2K)

Filed 2026-11-06

Essential Partners LLC

CLOSED

Shares0 from 803

Change-803 (-100%)

Value$0 (-$1.1K)

Filed 2026-10-14

Avion Wealth

CLOSED

Shares0 from 660

Change-660 (-100%)

Value$0 ($0)

Filed 2026-11-04

SJS Investment Consulting Inc.

CLOSED

Shares0 from 502

Change-502 (-100%)

Value$0 (-$703)

Filed 2026-10-26

Cassaday & Co Wealth Management LLC

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$280)

Filed 2026-10-27

BlackRock, Inc.

N/A

Shares— from 12,003,316

Change-12,003,316 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 5,949,490

Change-5,949,490 (-100%)

Value—

Samsara BioCapital, LLC

N/A

Shares— from 3,428,571

Change-3,428,571 (-100%)

Value—

Kohlberg Kravis Roberts & Co. L.P.

N/A

Shares— from 3,036,076

Change-3,036,076 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,382,305

Change-2,382,305 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 2,259,412

Change-2,259,412 (-100%)

Value—

CM Management, LLC

N/A

Shares— from 2,100,000

Change-2,100,000 (-100%)

Value—

Alyeska Investment Group, L.P.

N/A

Shares— from 1,733,234

Change-1,733,234 (-100%)

Value—

Hudson Bay Capital Management LP

N/A

Shares— from 1,693,000

Change-1,693,000 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 1,330,201

Change-1,330,201 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 1,228,069

Change-1,228,069 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 1,137,325

Change-1,137,325 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 1,129,470

Change-1,129,470 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 1,015,991

Change-1,015,991 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 899,999

Change-899,999 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 883,454

Change-883,454 (-100%)

Value—

UBS Group AG

N/A

Shares— from 760,358

Change-760,358 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 602,075

Change-602,075 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 563,056

Change-563,056 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 391,000

Change-391,000 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 379,355

Change-379,355 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 353,922

Change-353,922 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 302,528

Change-302,528 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 250,749

Change-250,749 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 230,748

Change-230,748 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 221,900

Change-221,900 (-100%)

Value—

Tyche Wealth Partners LLC

N/A

Shares— from 201,202

Change-201,202 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 162,353

Change-162,353 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 159,990

Change-159,990 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 149,227

Change-149,227 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 142,361

Change-142,361 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 140,870

Change-140,870 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 123,497

Change-123,497 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 114,861

Change-114,861 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 112,903

Change-112,903 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 109,627

Change-109,627 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 108,750

Change-108,750 (-100%)

Value—

Shay Capital LLC

N/A

Shares— from 105,326

Change-105,326 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 91,895

Change-91,895 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 78,613

Change-78,613 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 76,629

Change-76,629 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 74,607

Change-74,607 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 69,191

Change-69,191 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 66,152

Change-66,152 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 66,066

Change-66,066 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 60,186

Change-60,186 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 57,809

Change-57,809 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 52,167

Change-52,167 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 42,111

Change-42,111 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 38,663

Change-38,663 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 38,620

Change-38,620 (-100%)

Value—

Carr Financial Group Corp

N/A

Shares— from 35,195

Change-35,195 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 33,150

Change-33,150 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 32,027

Change-32,027 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 31,927

Change-31,927 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 31,607

Change-31,607 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 28,230

Change-28,230 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 27,652

Change-27,652 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 26,580

Change-26,580 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 26,433

Change-26,433 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 24,377

Change-24,377 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 20,846

Change-20,846 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 20,835

Change-20,835 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 20,749

Change-20,749 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 20,593

Change-20,593 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 20,585

Change-20,585 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 18,814

Change-18,814 (-100%)

Value—

Spark Investment Management LLC

N/A

Shares— from 17,800

Change-17,800 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 16,131

Change-16,131 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 15,287

Change-15,287 (-100%)

Value—

Bronte Capital Management Pty Ltd.

N/A

Shares— from 15,262

Change-15,262 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 14,388

Change-14,388 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 14,317

Change-14,317 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 14,024

Change-14,024 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 13,495

Change-13,495 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 13,426

Change-13,426 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 12,714

Change-12,714 (-100%)

Value—

KMT Wealth Management, LLC

N/A

Shares— from 12,396

Change-12,396 (-100%)

Value—

EFG International AG

N/A

Shares— from 11,500

Change-11,500 (-100%)

Value—

TRB Wealth Management, LLC

N/A

Shares— from 11,326

Change-11,326 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 11,014

Change-11,014 (-100%)

Value—

Adar1 Capital Management, LLC

N/A

Shares— from 10,366

Change-10,366 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 10,081

Change-10,081 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 10,043

Change-10,043 (-100%)

Value—

Commerce Bank

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 9,819

Change-9,819 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 7,350

Change-7,350 (-100%)

Value—

FMR LLC

N/A

Shares— from 7,115

Change-7,115 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 4,873

Change-4,873 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 1,451

Change-1,451 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,038

Change-1,038 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 324

Change-324 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 204

Change-204 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Timothy G. Youngquist 2020 Irrevocable Trust	UNCHANGED	13,050,623	13,050,623	0	0%	$18.3M	$15.8M	-$2.5M	2026-10-13
Geode Capital Management, LLC	DECREASED	3,098,735	3,685,567	-586,832	-16%	$5.2M	$3.8M	-$1.4M	2026-11-06
C WorldWide Group Holding A/S	UNCHANGED	1,928,464	1,928,464	0	0%	$2.7M	$2.3M	-$367.0K	2026-11-04
Bank of New York Mellon Corp	INCREASED	331,077	319,687	+11,390	+4%	$447.6K	$400.6K	-$47.0K	2026-11-05
Barclays PLC	INCREASED	230,929	201,143	+29,786	+15%	$281.6K	$279.4K	-$2.2K	2026-11-06
Citigroup Inc	INCREASED	154,112	64,342	+89,770	+140%	$90.1K	$186.5K	+$96.4K	2026-11-04
Deutsche Bank Ag\	DECREASED	111,614	127,621	-16,007	-13%	$178.7K	$135.1K	-$43.6K	2026-11-06
PVG Asset Management Corp	DECREASED	74,160	133,235	-59,075	-44%	$186.5K	$89.7K	-$96.8K	2026-10-19
SteelPeak Wealth, LLC	INCREASED	71,408	69,000	+2,408	+3%	$96.6K	$86.4K	-$10.2K	2026-10-16
Strs Ohio	DECREASED	68,200	395,600	-327,400	-83%	$553.8K	$82.5K	-$471.3K	2026-10-30
Canton Hathaway, LLC	UNCHANGED	58,230	58,230	0	0%	$81.5K	$70.5K	-$11.1K	2026-10-23
Russell Investments Group, Ltd.	UNCHANGED	50,613	50,613	0	0%	$70.9K	$61.2K	-$9.6K	2026-11-06
LPL Financial LLC	DECREASED	45,967	48,167	-2,200	-5%	$67.4K	$55.6K	-$11.8K	2026-11-06
International Assets Investment Management, LLC	INCREASED	45,501	42,958	+2,543	+6%	$61.9K	$52.8K	-$9.1K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	42,186	52,376	-10,190	-19%	$73.0K	$51.0K	-$22.0K	2026-11-02
Leonteq Securities AG	NEW	30,746	—	+30,746	—	—	$37.2K	—	2026-10-29
China Universal Asset Management Co., Ltd.	INCREASED	28,190	24,549	+3,641	+15%	$34.4K	$33.3K	-$1.1K	2026-10-28
Atria Investments, Inc	DECREASED	21,827	26,426	-4,599	-17%	$37.0K	$26.4K	-$10.6K	2026-10-15
ProShare Advisors LLC	DECREASED	20,700	22,172	-1,472	-7%	$31.0K	$25.0K	-$6.0K	2026-10-29
Wealth Enhancement Advisory Services, LLC	DECREASED	19,322	62,255	-42,933	-69%	$95.9K	$20.7K	-$75.2K	2026-10-13
Dimensional Fund Advisors LP	DECREASED	15,055	35,397	-20,342	-57%	$49.6K	$18.2K	-$31.3K	2026-11-04
Providence Wealth Advisors, LLC	UNCHANGED	15,000	15,000	0	0%	$22.0K	$17.4K	-$4.6K	2026-10-29
Kingsbury Capital Investment Advisors LLC	INCREASED	14,545	12,396	+2,149	+17%	$17.4K	$17.6K	+$245	2026-10-20
Wealth Group, Ltd.	NEW	14,195	—	+14,195	—	—	$17	—	2026-10-30
StoneX Group Inc.	NEW	13,454	—	+13,454	—	—	$18.2K	—	2026-11-03
Vontobel Holding Ltd.	NEW	13,066	—	+13,066	—	—	$15.8K	—	2026-10-16
Xponance LLC	DECREASED	12,218	12,434	-216	-2%	$17.4K	$14.8K	-$2.6K	2026-11-03
Endowment Wealth Management, Inc.	UNCHANGED	11,521	11,521	0	0%	$16.1K	$13.9K	-$2.2K	2026-11-03
M Holdings Securities, Inc.	NEW	10,000	—	+10,000	—	—	$7	—	2026-11-03
Mirae Asset Global Investments Co., Ltd.	INCREASED	7,895	6,899	+996	+14%	$9.7K	$9.6K	-$106	2026-11-03
SBI Securities Co., Ltd.	DECREASED	4,771	6,124	-1,353	-22%	$8.6K	$5.8K	-$2.8K	2026-10-22
Gamma Investing LLC	INCREASED	4,063	885	+3,178	+359%	$1.2K	$4.9K	+$3.7K	2026-10-08
GF Fund Management Co. Ltd.	INCREASED	3,408	3,164	+244	+8%	$4.4K	$4.1K	-$306	2026-10-26
Sterling Capital Management LLC	INCREASED	3,018	1,865	+1,153	+62%	$2.6K	$3.7K	+$1.0K	2026-10-22
CoreCap Advisors, LLC	INCREASED	2,924	2,435	+489	+20%	$3.4K	$3.5K	+$129	2026-10-08
Allworth Financial LP	UNCHANGED	2,190	2,190	0	0%	$3.1K	$3.1K	$0	2026-11-06
Rydar Equities, Inc.	NEW	1,000	—	+1,000	—	—	$1.0K	—	2026-10-13
Owl Creek Wealth Partners LLC	UNCHANGED	684	684	0	0%	$958	$828	-$130	2026-10-20
EverSource Wealth Advisors, LLC	DECREASED	667	3,455	-2,788	-81%	$4.8K	$808	-$4.0K	2026-11-04
Nisa Investment Advisors, LLC	UNCHANGED	574	574	0	0%	$804	$695	-$109	2026-10-20
Farther Finance Advisors, LLC	DECREASED	462	2,520	-2,058	-82%	$3.5K	$559	-$3.0K	2026-10-08
IFP Advisors, Inc	DECREASED	41	524	-483	-92%	$734	$50	-$684	2026-10-16
Abound Wealth Management	NEW	26	—	+26	—	—	$32	—	2026-10-26
Caitong International Asset Management Co., Ltd	INCREASED	17	11	+6	+55%	$15	$21	+$6	2026-10-29
True Wealth Design, LLC	DECREASED	15	586	-571	-97%	$821	$19	-$802	2026-10-13
Blue Trust, Inc.	NEW	2	—	+2	—	—	$2	—	2026-10-15
Jefferies Financial Group Inc.	CLOSED	0	252,000	-252,000	-100%	$352.8K	$0	-$352.8K	2026-11-05
Confluence Wealth Services, Inc.	CLOSED	0	19,803	-19,803	-100%	$27.7K	$0	-$27.7K	2026-11-05
Creative Planning	CLOSED	0	13,729	-13,729	-100%	$19.2K	$0	-$19.2K	2026-11-02
Brighton Jones LLC	CLOSED	0	12,803	-12,803	-100%	$17.9K	$0	-$17.9K	2026-11-03
Merit Financial Group, LLC	CLOSED	0	10,935	-10,935	-100%	$15.3K	$0	-$15.3K	2026-11-06
Simplex Trading, LLC	CLOSED	0	10,820	-10,820	-100%	$15.1K	$0	-$15.1K	2026-11-04
Clearstead Advisors, LLC	CLOSED	0	836	-836	-100%	$1.2K	$0	-$1.2K	2026-11-06
Essential Partners LLC	CLOSED	0	803	-803	-100%	$1.1K	$0	-$1.1K	2026-10-14
Avion Wealth	CLOSED	0	660	-660	-100%	$0	$0	$0	2026-11-04
SJS Investment Consulting Inc.	CLOSED	0	502	-502	-100%	$703	$0	-$703	2026-10-26
Cassaday & Co Wealth Management LLC	CLOSED	0	200	-200	-100%	$280	$0	-$280	2026-10-27
BlackRock, Inc.	N/A	—	12,003,316	-12,003,316	-100%	$16.8M	—	—	—
Vanguard Capital Management LLC	N/A	—	5,949,490	-5,949,490	-100%	$8.3M	—	—	—
Samsara BioCapital, LLC	N/A	—	3,428,571	-3,428,571	-100%	$4.8M	—	—	—
Kohlberg Kravis Roberts & Co. L.P.	N/A	—	3,036,076	-3,036,076	-100%	$4.2M	—	—	—
State Street Corp	N/A	—	2,382,305	-2,382,305	-100%	$3.3M	—	—	—
Two Sigma Investments, LP	N/A	—	2,259,412	-2,259,412	-100%	$3.2M	—	—	—
CM Management, LLC	N/A	—	2,100,000	-2,100,000	-100%	$2.9M	—	—	—
Alyeska Investment Group, L.P.	N/A	—	1,733,234	-1,733,234	-100%	$2.4M	—	—	—
Hudson Bay Capital Management LP	N/A	—	1,693,000	-1,693,000	-100%	$2.4M	—	—	—
AQR Capital Management LLC	N/A	—	1,330,201	-1,330,201	-100%	$1.9M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	1,228,069	-1,228,069	-100%	$1.7M	—	—	—
Panagora Asset Management Inc	N/A	—	1,137,325	-1,137,325	-100%	$1.6M	—	—	—
Northern Trust Corp	N/A	—	1,129,470	-1,129,470	-100%	$1.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	1,015,991	-1,015,991	-100%	$1.4M	—	—	—
Nomura Asset Management International Inc.	N/A	—	899,999	-899,999	-100%	$1.3M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	883,454	-883,454	-100%	$1.2M	—	—	—
UBS Group AG	N/A	—	760,358	-760,358	-100%	$1.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	602,075	-602,075	-100%	$842.9K	—	—	—
Renaissance Technologies LLC	N/A	—	563,056	-563,056	-100%	$788.3K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	391,000	-391,000	-100%	$547.4K	—	—	—
GSA Capital Partners LLP	N/A	—	379,355	-379,355	-100%	$531.0K	—	—	—
Invesco Ltd.	N/A	—	353,922	-353,922	-100%	$495.5K	—	—	—
Bank of America Corp	N/A	—	302,528	-302,528	-100%	$423.5K	—	—	—
Nuveen, LLC	N/A	—	250,749	-250,749	-100%	$351.0K	—	—	—
Morgan Stanley	N/A	—	230,748	-230,748	-100%	$323.0K	—	—	—
Alliancebernstein L.P.	N/A	—	221,900	-221,900	-100%	$375.0K	—	—	—
Tyche Wealth Partners LLC	N/A	—	201,202	-201,202	-100%	$281.7K	—	—	—
IEQ Capital, LLC	N/A	—	162,353	-162,353	-100%	$227.3K	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	159,990	-159,990	-100%	$224.0K	—	—	—
Acadian Asset Management LLC	N/A	—	149,227	-149,227	-100%	$207.0K	—	—	—
Rhumbline Advisers	N/A	—	142,361	-142,361	-100%	$199.3K	—	—	—
Envestnet Asset Management Inc	N/A	—	140,870	-140,870	-100%	$197.2K	—	—	—
XTX Topco Ltd	N/A	—	123,497	-123,497	-100%	$172.9K	—	—	—
Summit Financial, LLC	N/A	—	114,861	-114,861	-100%	$160.8K	—	—	—
Wells Fargo & Company	N/A	—	112,903	-112,903	-100%	$158.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	109,627	-109,627	-100%	$153.5K	—	—	—
Price T Rowe Associates Inc	N/A	—	108,750	-108,750	-100%	$153.0K	—	—	—
Shay Capital LLC	N/A	—	105,326	-105,326	-100%	$147.5K	—	—	—
HSBC Holdings PLC	N/A	—	91,895	-91,895	-100%	$131.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	78,613	-78,613	-100%	$110.1K	—	—	—
SEI Investments Co	N/A	—	76,629	-76,629	-100%	$107.3K	—	—	—
Cerity Partners LLC	N/A	—	74,607	-74,607	-100%	$104.5K	—	—	—
Headlands Technologies LLC	N/A	—	69,191	-69,191	-100%	$96.9K	—	—	—
Squarepoint Ops LLC	N/A	—	66,152	-66,152	-100%	$92.6K	—	—	—
JPMorgan Chase & Co	N/A	—	66,066	-66,066	-100%	$95.8K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	60,186	-60,186	-100%	$84.3K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	57,809	-57,809	-100%	$80.9K	—	—	—
Mariner, LLC	N/A	—	52,167	-52,167	-100%	$73.0K	—	—	—
Citadel Advisors LLC	N/A	—	42,111	-42,111	-100%	$59.0K	—	—	—
Jane Street Group, LLC	N/A	—	38,663	-38,663	-100%	$54.1K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	38,620	-38,620	-100%	$54.1K	—	—	—
Carr Financial Group Corp	N/A	—	35,195	-35,195	-100%	$49.3K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	33,150	-33,150	-100%	$46.4K	—	—	—
SG Americas Securities, LLC	N/A	—	32,027	-32,027	-100%	$45.0K	—	—	—
Cetera Investment Advisers	N/A	—	31,927	-31,927	-100%	$44.7K	—	—	—
Intech Investment Management LLC	N/A	—	31,607	-31,607	-100%	$44.3K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	28,230	-28,230	-100%	$39.5K	—	—	—
Voya Investment Management LLC	N/A	—	27,652	-27,652	-100%	$38.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	26,580	-26,580	-100%	$37.2K	—	—	—
BNP Paribas Financial Markets	N/A	—	26,433	-26,433	-100%	$37.0K	—	—	—
EntryPoint Capital, LLC	N/A	—	24,377	-24,377	-100%	$34.1K	—	—	—
Group One Trading LLC	N/A	—	20,846	-20,846	-100%	$29.2K	—	—	—
Prudential Financial Inc	N/A	—	20,835	-20,835	-100%	$29.2K	—	—	—
Millennium Management LLC	N/A	—	20,749	-20,749	-100%	$29.0K	—	—	—
New York State Common Retirement Fund	N/A	—	20,593	-20,593	-100%	$28.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	20,585	-20,585	-100%	$28.8K	—	—	—
Captrust Financial Advisors	N/A	—	18,814	-18,814	-100%	$26.3K	—	—	—
Spark Investment Management LLC	N/A	—	17,800	-17,800	-100%	$24.9K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	16,131	-16,131	-100%	$22.6K	—	—	—
Boothbay Fund Management, LLC	N/A	—	15,287	-15,287	-100%	$21.4K	—	—	—
Bronte Capital Management Pty Ltd.	N/A	—	15,262	-15,262	-100%	$21.4K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	15,000	-15,000	-100%	$21.0K	—	—	—
Neuberger Berman Group LLC	N/A	—	14,388	-14,388	-100%	$20.1K	—	—	—
Royal Bank of Canada	N/A	—	14,317	-14,317	-100%	$21.0K	—	—	—
Arax Advisory Partners	N/A	—	14,024	-14,024	-100%	$19.6K	—	—	—
Focus Partners Wealth	N/A	—	13,495	-13,495	-100%	$18.9K	—	—	—
Victory Capital Management Inc	N/A	—	13,426	-13,426	-100%	$18.8K	—	—	—
Legal & General Group Plc	N/A	—	12,714	-12,714	-100%	$17.8K	—	—	—
KMT Wealth Management, LLC	N/A	—	12,396	-12,396	-100%	$17.4K	—	—	—
EFG International AG	N/A	—	11,500	-11,500	-100%	$16.1K	—	—	—
TRB Wealth Management, LLC	N/A	—	11,326	-11,326	-100%	$15.9K	—	—	—
Pallas Capital Advisors LLC	N/A	—	11,014	-11,014	-100%	$15.4K	—	—	—
Adar1 Capital Management, LLC	N/A	—	10,366	-10,366	-100%	$14.5K	—	—	—
Optiver Holding B.V.	N/A	—	10,081	-10,081	-100%	$14.1K	—	—	—
Two Sigma Securities, LLC	N/A	—	10,043	-10,043	-100%	$14.1K	—	—	—
Commerce Bank	N/A	—	10,000	-10,000	-100%	$14.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	9,819	-9,819	-100%	$13.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	7,350	-7,350	-100%	$10.3K	—	—	—
FMR LLC	N/A	—	7,115	-7,115	-100%	$10.0K	—	—	—
BFC Planning, Inc.	N/A	—	5,000	-5,000	-100%	$7.0K	—	—	—
Federated Hermes, Inc.	N/A	—	4,873	-4,873	-100%	$6.8K	—	—	—
California State Teachers Retirement System	N/A	—	1,451	-1,451	-100%	$2.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,038	-1,038	-100%	$1.5K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	1,000	-1,000	-100%	$1.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	324	-324	-100%	$454	—	—	—
Rothschild Investment LLC	N/A	—	204	-204	-100%	$286	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$1	—	—	—

Showing 154 of 154 institutions