Fate Therapeutics Inc (FATE)

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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Johnson & Johnson

UNCHANGED

Shares3,379,064 from 3,379,064

Change0 (0%)

Value$8.0M (-$1.1M)

Filed 2026-10-26

Assenagon Asset Management S.A.

INCREASED

Shares1,311,765 from 145,838

Change+1,165,927 (+799%)

Value$3.1M (+$2.7M)

Filed 2026-10-15

Dimensional Fund Advisors LP

INCREASED

Shares517,313 from 352,226

Change+165,087 (+47%)

Value$1.2M (+$277.1K)

Filed 2026-11-04

Privium Fund Management B.V.

UNCHANGED

Shares414,311 from 414,311

Change0 (0%)

Value$981.9K (-$136.7K)

Filed 2026-11-03

Barclays PLC

DECREASED

Shares155,215 from 187,989

Change-32,774 (-17%)

Value$367.9K (-$139.7K)

Filed 2026-11-06

Jefferies Financial Group Inc.

INCREASED

Shares95,600 from 59,122

Change+36,478 (+62%)

Value$226.6K (+$66.9K)

Filed 2026-11-05

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares45,573 from 44,773

Change+800 (+2%)

Value$108.0K (-$12.9K)

Filed 2026-10-16

Abel Hall, LLC

DECREASED

Shares35,850 from 35,872

Change-22 (0%)

Value$85.0K (-$11.9K)

Filed 2026-10-19

Citigroup Inc

INCREASED

Shares25,199 from 19,630

Change+5,569 (+28%)

Value$59.7K (+$6.7K)

Filed 2026-11-04

Creative Planning

DECREASED

Shares22,699 from 108,980

Change-86,281 (-79%)

Value$53.8K (-$240.4K)

Filed 2026-11-02

Parametrica Management Ltd

UNCHANGED

Shares18,472 from 18,472

Change0 (0%)

Value$43.8K (-$6.1K)

Filed 2026-10-27

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares13,447 from 90,481

Change-77,034 (-85%)

Value$28.6K (-$219.6K)

Filed 2026-10-13

R Squared Ltd

INCREASED

Shares13,259 from 13,122

Change+137 (+1%)

Value$31.4K (-$4.0K)

Filed 2026-11-06

Narwhal Capital Management

UNCHANGED

Shares12,700 from 12,700

Change0 (0%)

Value$30.1K (-$4.2K)

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

NEW

Shares12,000

Change+12,000

Value$28

Filed 2026-11-02

Bank of New York Mellon Corp

UNCHANGED

Shares11,381 from 11,381

Change0 (0%)

Value$27.0K (-$3.8K)

Filed 2026-11-05

Parcion Private Wealth LLC

DECREASED

Shares10,551 from 21,555

Change-11,004 (-51%)

Value$25.0K (-$33.2K)

Filed 2026-10-28

Northern Lights Advisors, Inc.

UNCHANGED

Shares10,040 from 10,040

Change0 (0%)

Value$23.8K (-$3.3K)

Filed 2026-10-21

Eiger Wealth Management, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$23.7K (-$3.3K)

Filed 2026-11-03

Owl Creek Wealth Partners LLC

UNCHANGED

Shares4,190 from 4,190

Change0 (0%)

Value$9.9K (-$1.4K)

Filed 2026-10-20

Simplex Trading, LLC

DECREASED

Shares2,946 from 4,866

Change-1,920 (-39%)

Value$7.0K (-$6.2K)

Filed 2026-11-04

Gamma Investing LLC

UNCHANGED

Shares1,467 from 1,467

Change0 (0%)

Value$3.5K (-$484)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

DECREASED

Shares1,388 from 8,441

Change-7,053 (-84%)

Value$3.3K (-$19.5K)

Filed 2026-11-04

Physician Wealth Advisors, Inc.

UNCHANGED

Shares1,366 from 1,366

Change0 (0%)

Value$3.2K (-$451)

Filed 2026-10-20

Nisa Investment Advisors, LLC

UNCHANGED

Shares1,331 from 1,331

Change0 (0%)

Value$3.2K (-$440)

Filed 2026-10-20

SBI Securities Co., Ltd.

DECREASED

Shares1,171 from 1,172

Change-1 (0%)

Value$2.8K (-$389)

Filed 2026-10-22

Valley National Advisers Inc

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$2.4K (-$330)

Filed 2026-10-23

Avion Wealth

UNCHANGED

Shares858 from 858

Change0 (0%)

Value$2 ($0)

Filed 2026-11-04

Fortitude Family Office, LLC

DECREASED

Shares427 from 822

Change-395 (-48%)

Value$1.0K (-$1.2K)

Filed 2026-10-14

PNC Financial Services Group, Inc.

DECREASED

Shares314 from 1,052

Change-738 (-70%)

Value$744 (-$2.1K)

Filed 2026-11-06

Hilltop National Bank

UNCHANGED

Shares285 from 285

Change0 (0%)

Value$675 (-$95)

Filed 2026-10-14

Albion Financial Group

UNCHANGED

Shares225 from 225

Change0 (0%)

Value$534 (-$74)

Filed 2026-10-21

Farther Finance Advisors, LLC

DECREASED

Shares116 from 1,678

Change-1,562 (-93%)

Value$275 (-$4.2K)

Filed 2026-10-08

IFP Advisors, Inc

DECREASED

Shares35 from 1,020

Change-985 (-97%)

Value$83 (-$2.7K)

Filed 2026-10-16

Leonteq Securities AG

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$45 (-$6)

Filed 2026-10-29

Thrivent Financial for Lutherans

CLOSED

Shares0 from 34,105

Change-34,105 (-100%)

Value$0 (-$58.0K)

Filed 2026-11-05

Brighton Jones LLC

CLOSED

Shares0 from 33,271

Change-33,271 (-100%)

Value$0 (-$89.8K)

Filed 2026-11-03

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 29,002

Change-29,002 (-100%)

Value$0 (-$78.3K)

Filed 2026-10-29

Merit Financial Group, LLC

CLOSED

Shares0 from 26,367

Change-26,367 (-100%)

Value$0 (-$71.2K)

Filed 2026-11-06

Krilogy Financial LLC

CLOSED

Shares0 from 14,873

Change-14,873 (-100%)

Value$0 (-$40.2K)

Filed 2026-10-13

HB Wealth Management, LLC

CLOSED

Shares0 from 11,439

Change-11,439 (-100%)

Value$0 (-$30.9K)

Filed 2026-10-23

NorthCrest Asset Manangement, LLC

CLOSED

Shares0 from 10,359

Change-10,359 (-100%)

Value$0 (-$32.2K)

Filed 2026-10-13

Essential Partners LLC

CLOSED

Shares0 from 2,231

Change-2,231 (-100%)

Value$0 (-$6.0K)

Filed 2026-10-14

True Wealth Design, LLC

CLOSED

Shares0 from 989

Change-989 (-100%)

Value$0 (-$2.7K)

Filed 2026-10-13

SJS Investment Consulting Inc.

CLOSED

Shares0 from 721

Change-721 (-100%)

Value$0 (-$1.9K)

Filed 2026-10-26

Parkside Financial Bank & Trust

CLOSED

Shares0 from 670

Change-670 (-100%)

Value$0 (-$1.8K)

Filed 2026-10-27

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 345

Change-345 (-100%)

Value$0 (-$932)

Filed 2026-10-07

Clearstead Advisors, LLC

CLOSED

Shares0 from 150

Change-150 (-100%)

Value$0 (-$406)

Filed 2026-11-06

Redmile Group, LLC

N/A

Shares— from 12,872,946

Change-12,872,946 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 7,298,895

Change-7,298,895 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 4,545,893

Change-4,545,893 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 4,445,536

Change-4,445,536 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 4,351,250

Change-4,351,250 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 3,837,229

Change-3,837,229 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 3,589,863

Change-3,589,863 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 2,983,268

Change-2,983,268 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 2,433,978

Change-2,433,978 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 2,049,187

Change-2,049,187 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 1,322,013

Change-1,322,013 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 1,080,320

Change-1,080,320 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 1,027,007

Change-1,027,007 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 993,308

Change-993,308 (-100%)

Value—

Bruce & Co., Inc.

N/A

Shares— from 989,188

Change-989,188 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 694,580

Change-694,580 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 640,428

Change-640,428 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 610,949

Change-610,949 (-100%)

Value—

UBS Group AG

N/A

Shares— from 590,178

Change-590,178 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 578,150

Change-578,150 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 574,995

Change-574,995 (-100%)

Value—

State Street Corp

N/A

Shares— from 558,928

Change-558,928 (-100%)

Value—

Dafna Capital Management LLC

N/A

Shares— from 525,000

Change-525,000 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 511,050

Change-511,050 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 492,426

Change-492,426 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 487,728

Change-487,728 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 442,228

Change-442,228 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 341,732

Change-341,732 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 338,058

Change-338,058 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 271,634

Change-271,634 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 265,982

Change-265,982 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 251,802

Change-251,802 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 245,814

Change-245,814 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 242,671

Change-242,671 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 240,724

Change-240,724 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 203,746

Change-203,746 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 192,215

Change-192,215 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 185,000

Change-185,000 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 180,826

Change-180,826 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 176,600

Change-176,600 (-100%)

Value—

Man Group plc

N/A

Shares— from 176,107

Change-176,107 (-100%)

Value—

Woodline Partners LP

N/A

Shares— from 159,650

Change-159,650 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 153,706

Change-153,706 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 153,624

Change-153,624 (-100%)

Value—

Arete Wealth Advisors, LLC

N/A

Shares— from 150,000

Change-150,000 (-100%)

Value—

National Philanthropic Trust

N/A

Shares— from 125,000

Change-125,000 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 123,488

Change-123,488 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 113,380

Change-113,380 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 112,267

Change-112,267 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 105,802

Change-105,802 (-100%)

Value—

Schulhoff & Co Inc

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 91,711

Change-91,711 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 78,919

Change-78,919 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 73,612

Change-73,612 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 70,980

Change-70,980 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 66,158

Change-66,158 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 63,646

Change-63,646 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 59,547

Change-59,547 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 50,416

Change-50,416 (-100%)

Value—

FMR LLC

N/A

Shares— from 49,076

Change-49,076 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 46,220

Change-46,220 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 44,322

Change-44,322 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 40,856

Change-40,856 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 33,454

Change-33,454 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 31,593

Change-31,593 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 30,176

Change-30,176 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 27,370

Change-27,370 (-100%)

Value—

FPC Investment Advisory, Inc.

N/A

Shares— from 26,456

Change-26,456 (-100%)

Value—

Proficio Capital Partners LLC

N/A

Shares— from 26,252

Change-26,252 (-100%)

Value—

Hudson Bay Capital Management LP

N/A

Shares— from 25,160

Change-25,160 (-100%)

Value—

Theory Financial LLC

N/A

Shares— from 22,222

Change-22,222 (-100%)

Value—

Bronte Capital Management Pty Ltd.

N/A

Shares— from 21,740

Change-21,740 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 20,924

Change-20,924 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 17,592

Change-17,592 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 16,696

Change-16,696 (-100%)

Value—

Caerus Investment Advisors, LLC

N/A

Shares— from 16,037

Change-16,037 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 16,000

Change-16,000 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 15,183

Change-15,183 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 15,158

Change-15,158 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 14,584

Change-14,584 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 14,149

Change-14,149 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 13,413

Change-13,413 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 13,322

Change-13,322 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 13,063

Change-13,063 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 12,778

Change-12,778 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 12,151

Change-12,151 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 12,033

Change-12,033 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 10,911

Change-10,911 (-100%)

Value—

Westmount Partners, LLC

N/A

Shares— from 10,098

Change-10,098 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 8,996

Change-8,996 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 8,676

Change-8,676 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 3,180

Change-3,180 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 3,015

Change-3,015 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,800

Change-1,800 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,622

Change-1,622 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 900

Change-900 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 815

Change-815 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 645

Change-645 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Quarry LP

N/A

Shares— from 255

Change-255 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 225

Change-225 (-100%)

Value—

Boreal Capital Management LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 95

Change-95 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 82

Change-82 (-100%)

Value—

Providence Capital Advisors, LLC

N/A

Shares— from 61

Change-61 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 35

Change-35 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 29

Change-29 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 10

Change-10 (-100%)

Value—

	Status
Johnson & Johnson	UNCHANGED	3,379,064	3,379,064	0	0%	$9.1M	$8.0M	-$1.1M	2026-10-26
Assenagon Asset Management S.A.	INCREASED	1,311,765	145,838	+1,165,927	+799%	$393.8K	$3.1M	+$2.7M	2026-10-15
Dimensional Fund Advisors LP	INCREASED	517,313	352,226	+165,087	+47%	$949.1K	$1.2M	+$277.1K	2026-11-04
Privium Fund Management B.V.	UNCHANGED	414,311	414,311	0	0%	$1.1M	$981.9K	-$136.7K	2026-11-03
Barclays PLC	DECREASED	155,215	187,989	-32,774	-17%	$507.6K	$367.9K	-$139.7K	2026-11-06
Jefferies Financial Group Inc.	INCREASED	95,600	59,122	+36,478	+62%	$159.6K	$226.6K	+$66.9K	2026-11-05
Y-Intercept (Hong Kong) Ltd	INCREASED	45,573	44,773	+800	+2%	$120.9K	$108.0K	-$12.9K	2026-10-16
Abel Hall, LLC	DECREASED	35,850	35,872	-22	0%	$96.9K	$85.0K	-$11.9K	2026-10-19
Citigroup Inc	INCREASED	25,199	19,630	+5,569	+28%	$53.0K	$59.7K	+$6.7K	2026-11-04
Creative Planning	DECREASED	22,699	108,980	-86,281	-79%	$294.2K	$53.8K	-$240.4K	2026-11-02
Parametrica Management Ltd	UNCHANGED	18,472	18,472	0	0%	$49.9K	$43.8K	-$6.1K	2026-10-27
Wealth Enhancement Advisory Services, LLC	DECREASED	13,447	90,481	-77,034	-85%	$248.3K	$28.6K	-$219.6K	2026-10-13
R Squared Ltd	INCREASED	13,259	13,122	+137	+1%	$35.4K	$31.4K	-$4.0K	2026-11-06
Narwhal Capital Management	UNCHANGED	12,700	12,700	0	0%	$34.3K	$30.1K	-$4.2K	2026-11-04
Cambridge Investment Research Advisors, Inc.	NEW	12,000	—	+12,000	—	—	$28	—	2026-11-02
Bank of New York Mellon Corp	UNCHANGED	11,381	11,381	0	0%	$30.7K	$27.0K	-$3.8K	2026-11-05
Parcion Private Wealth LLC	DECREASED	10,551	21,555	-11,004	-51%	$58.2K	$25.0K	-$33.2K	2026-10-28
Northern Lights Advisors, Inc.	UNCHANGED	10,040	10,040	0	0%	$27.1K	$23.8K	-$3.3K	2026-10-21
Eiger Wealth Management, LLC	UNCHANGED	10,000	10,000	0	0%	$27.0K	$23.7K	-$3.3K	2026-11-03
Owl Creek Wealth Partners LLC	UNCHANGED	4,190	4,190	0	0%	$11.3K	$9.9K	-$1.4K	2026-10-20
Simplex Trading, LLC	DECREASED	2,946	4,866	-1,920	-39%	$13.1K	$7.0K	-$6.2K	2026-11-04
Gamma Investing LLC	UNCHANGED	1,467	1,467	0	0%	$4.0K	$3.5K	-$484	2026-10-08
EverSource Wealth Advisors, LLC	DECREASED	1,388	8,441	-7,053	-84%	$22.8K	$3.3K	-$19.5K	2026-11-04
Physician Wealth Advisors, Inc.	UNCHANGED	1,366	1,366	0	0%	$3.7K	$3.2K	-$451	2026-10-20
Nisa Investment Advisors, LLC	UNCHANGED	1,331	1,331	0	0%	$3.6K	$3.2K	-$440	2026-10-20
SBI Securities Co., Ltd.	DECREASED	1,171	1,172	-1	0%	$3.2K	$2.8K	-$389	2026-10-22
Valley National Advisers Inc	UNCHANGED	1,000	1,000	0	0%	$2.7K	$2.4K	-$330	2026-10-23
Avion Wealth	UNCHANGED	858	858	0	0%	$2	$2	$0	2026-11-04
Fortitude Family Office, LLC	DECREASED	427	822	-395	-48%	$2.2K	$1.0K	-$1.2K	2026-10-14
PNC Financial Services Group, Inc.	DECREASED	314	1,052	-738	-70%	$2.8K	$744	-$2.1K	2026-11-06
Hilltop National Bank	UNCHANGED	285	285	0	0%	$770	$675	-$95	2026-10-14
Albion Financial Group	UNCHANGED	225	225	0	0%	$608	$534	-$74	2026-10-21
Farther Finance Advisors, LLC	DECREASED	116	1,678	-1,562	-93%	$4.5K	$275	-$4.2K	2026-10-08
IFP Advisors, Inc	DECREASED	35	1,020	-985	-97%	$2.8K	$83	-$2.7K	2026-10-16
Leonteq Securities AG	UNCHANGED	19	19	0	0%	$51	$45	-$6	2026-10-29
Thrivent Financial for Lutherans	CLOSED	0	34,105	-34,105	-100%	$58.0K	$0	-$58.0K	2026-11-05
Brighton Jones LLC	CLOSED	0	33,271	-33,271	-100%	$89.8K	$0	-$89.8K	2026-11-03
Caitong International Asset Management Co., Ltd	CLOSED	0	29,002	-29,002	-100%	$78.3K	$0	-$78.3K	2026-10-29
Merit Financial Group, LLC	CLOSED	0	26,367	-26,367	-100%	$71.2K	$0	-$71.2K	2026-11-06
Krilogy Financial LLC	CLOSED	0	14,873	-14,873	-100%	$40.2K	$0	-$40.2K	2026-10-13
HB Wealth Management, LLC	CLOSED	0	11,439	-11,439	-100%	$30.9K	$0	-$30.9K	2026-10-23
NorthCrest Asset Manangement, LLC	CLOSED	0	10,359	-10,359	-100%	$32.2K	$0	-$32.2K	2026-10-13
Essential Partners LLC	CLOSED	0	2,231	-2,231	-100%	$6.0K	$0	-$6.0K	2026-10-14
True Wealth Design, LLC	CLOSED	0	989	-989	-100%	$2.7K	$0	-$2.7K	2026-10-13
SJS Investment Consulting Inc.	CLOSED	0	721	-721	-100%	$1.9K	$0	-$1.9K	2026-10-26
Parkside Financial Bank & Trust	CLOSED	0	670	-670	-100%	$1.8K	$0	-$1.8K	2026-10-27
Wealth Enhancement Trust Services, Inc.	CLOSED	0	345	-345	-100%	$932	$0	-$932	2026-10-07
Clearstead Advisors, LLC	CLOSED	0	150	-150	-100%	$406	$0	-$406	2026-11-06
Redmile Group, LLC	N/A	—	12,872,946	-12,872,946	-100%	$34.8M	—	—	—
BlackRock, Inc.	N/A	—	7,298,895	-7,298,895	-100%	$19.7M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	4,545,893	-4,545,893	-100%	$12.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	4,445,536	-4,445,536	-100%	$12.0M	—	—	—
Acadian Asset Management LLC	N/A	—	4,351,250	-4,351,250	-100%	$11.7M	—	—	—
AQR Capital Management LLC	N/A	—	3,837,229	-3,837,229	-100%	$10.4M	—	—	—
Two Sigma Investments, LP	N/A	—	3,589,863	-3,589,863	-100%	$9.7M	—	—	—
Renaissance Technologies LLC	N/A	—	2,983,268	-2,983,268	-100%	$8.1M	—	—	—
Millennium Management LLC	N/A	—	2,433,978	-2,433,978	-100%	$6.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	2,049,187	-2,049,187	-100%	$5.5M	—	—	—
Geode Capital Management, LLC	N/A	—	1,322,013	-1,322,013	-100%	$3.6M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	1,080,320	-1,080,320	-100%	$2.9M	—	—	—
Jane Street Group, LLC	N/A	—	1,027,007	-1,027,007	-100%	$2.8M	—	—	—
Citadel Advisors LLC	N/A	—	993,308	-993,308	-100%	$2.7M	—	—	—
Bruce & Co., Inc.	N/A	—	989,188	-989,188	-100%	$2.7M	—	—	—
Morgan Stanley	N/A	—	694,580	-694,580	-100%	$1.9M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	640,428	-640,428	-100%	$1.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	610,949	-610,949	-100%	$1.6M	—	—	—
UBS Group AG	N/A	—	590,178	-590,178	-100%	$1.6M	—	—	—
Qube Research & Technologies Ltd	N/A	—	578,150	-578,150	-100%	$1.6M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	574,995	-574,995	-100%	$1.6M	—	—	—
State Street Corp	N/A	—	558,928	-558,928	-100%	$1.5M	—	—	—
Dafna Capital Management LLC	N/A	—	525,000	-525,000	-100%	$1.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	511,050	-511,050	-100%	$1.4M	—	—	—
Marshall Wace, LLP	N/A	—	492,426	-492,426	-100%	$1.3M	—	—	—
IEQ Capital, LLC	N/A	—	487,728	-487,728	-100%	$1.3M	—	—	—
Point72 Asset Management, L.P.	N/A	—	442,228	-442,228	-100%	$1.2M	—	—	—
Cerity Partners LLC	N/A	—	341,732	-341,732	-100%	$854.0K	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	338,058	-338,058	-100%	$912.8K	—	—	—
BNP Paribas Financial Markets	N/A	—	271,634	-271,634	-100%	$733.4K	—	—	—
Invesco Ltd.	N/A	—	265,982	-265,982	-100%	$718.2K	—	—	—
Headlands Technologies LLC	N/A	—	251,802	-251,802	-100%	$679.9K	—	—	—
Wellington Management Group LLP	N/A	—	245,814	-245,814	-100%	$663.7K	—	—	—
Northern Trust Corp	N/A	—	242,671	-242,671	-100%	$655.2K	—	—	—
HSBC Holdings PLC	N/A	—	240,724	-240,724	-100%	$635.5K	—	—	—
LPL Financial LLC	N/A	—	203,746	-203,746	-100%	$550.1K	—	—	—
Mariner, LLC	N/A	—	192,215	-192,215	-100%	$518.8K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	185,000	-185,000	-100%	$499.5K	—	—	—
XTX Topco Ltd	N/A	—	180,826	-180,826	-100%	$488.2K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	176,600	-176,600	-100%	$476.8K	—	—	—
Man Group plc	N/A	—	176,107	-176,107	-100%	$475.5K	—	—	—
Woodline Partners LP	N/A	—	159,650	-159,650	-100%	$431.1K	—	—	—
Bank of America Corp	N/A	—	153,706	-153,706	-100%	$415.0K	—	—	—
Squarepoint Ops LLC	N/A	—	153,624	-153,624	-100%	$414.8K	—	—	—
Arete Wealth Advisors, LLC	N/A	—	150,000	-150,000	-100%	$405.0K	—	—	—
National Philanthropic Trust	N/A	—	125,000	-125,000	-100%	$337.5K	—	—	—
HRT Financial LP	N/A	—	123,488	-123,488	-100%	$333.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	113,380	-113,380	-100%	$306.1K	—	—	—
GSA Capital Partners LLP	N/A	—	112,267	-112,267	-100%	$303.0K	—	—	—
Russell Investments Group, Ltd.	N/A	—	105,802	-105,802	-100%	$285.7K	—	—	—
Schulhoff & Co Inc	N/A	—	100,000	-100,000	-100%	$270.0K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	91,711	-91,711	-100%	$247.6K	—	—	—
American Century Companies Inc	N/A	—	78,919	-78,919	-100%	$213.1K	—	—	—
Captrust Financial Advisors	N/A	—	73,612	-73,612	-100%	$198.8K	—	—	—
SEI Investments Co	N/A	—	70,980	-70,980	-100%	$191.7K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	66,158	-66,158	-100%	$178.6K	—	—	—
Wells Fargo & Company	N/A	—	63,646	-63,646	-100%	$171.8K	—	—	—
Focus Partners Wealth	N/A	—	59,547	-59,547	-100%	$160.8K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	50,416	-50,416	-100%	$136.1K	—	—	—
FMR LLC	N/A	—	49,076	-49,076	-100%	$132.5K	—	—	—
Rhumbline Advisers	N/A	—	46,220	-46,220	-100%	$124.8K	—	—	—
Arax Advisory Partners	N/A	—	44,322	-44,322	-100%	$119.7K	—	—	—
AXQ Capital, LP	N/A	—	40,856	-40,856	-100%	$110.3K	—	—	—
HighTower Advisors, LLC	N/A	—	33,454	-33,454	-100%	$90.3K	—	—	—
SG Americas Securities, LLC	N/A	—	31,593	-31,593	-100%	$85.0K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	30,176	-30,176	-100%	$81.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	27,370	-27,370	-100%	$73.9K	—	—	—
FPC Investment Advisory, Inc.	N/A	—	26,456	-26,456	-100%	$73.5K	—	—	—
Proficio Capital Partners LLC	N/A	—	26,252	-26,252	-100%	$70.9K	—	—	—
Hudson Bay Capital Management LP	N/A	—	25,160	-25,160	-100%	$67.9K	—	—	—
Theory Financial LLC	N/A	—	22,222	-22,222	-100%	$60.0K	—	—	—
Bronte Capital Management Pty Ltd.	N/A	—	21,740	-21,740	-100%	$58.7K	—	—	—
Pallas Capital Advisors LLC	N/A	—	20,924	-20,924	-100%	$56.5K	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	17,592	-17,592	-100%	$47.5K	—	—	—
Neuberger Berman Group LLC	N/A	—	16,696	-16,696	-100%	$45.1K	—	—	—
Caerus Investment Advisors, LLC	N/A	—	16,037	-16,037	-100%	$43.3K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	16,000	-16,000	-100%	$43.2K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	15,183	-15,183	-100%	$41.0K	—	—	—
Deutsche Bank Ag\	N/A	—	15,158	-15,158	-100%	$40.9K	—	—	—
Canada Life Assurance Co	N/A	—	14,584	-14,584	-100%	$40	—	—	—
Graham Capital Management, L.P.	N/A	—	14,149	-14,149	-100%	$38.2K	—	—	—
Balyasny Asset Management L.P.	N/A	—	13,413	-13,413	-100%	$36.2K	—	—	—
MAI Capital Management	N/A	—	13,322	-13,322	-100%	$36.0K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	13,063	-13,063	-100%	$35.3K	—	—	—
Victory Capital Management Inc	N/A	—	12,778	-12,778	-100%	$34.5K	—	—	—
Royal Bank of Canada	N/A	—	12,151	-12,151	-100%	$33.0K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	12,033	-12,033	-100%	$32.5K	—	—	—
Callan Family Office, LLC	N/A	—	10,911	-10,911	-100%	$29.5K	—	—	—
Westmount Partners, LLC	N/A	—	10,098	-10,098	-100%	$27.3K	—	—	—
JPMorgan Chase & Co	N/A	—	8,996	-8,996	-100%	$21.8K	—	—	—
Allworth Financial LP	N/A	—	8,676	-8,676	-100%	$23.4K	—	—	—
Dunhill Financial, LLC	N/A	—	3,180	-3,180	-100%	$8.6K	—	—	—
Federated Hermes, Inc.	N/A	—	3,015	-3,015	-100%	$8.1K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,800	-1,800	-100%	$4.9K	—	—	—
Rothschild Investment LLC	N/A	—	1,622	-1,622	-100%	$4.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	900	-900	-100%	$1.9K	—	—	—
UBS Asset Management Americas LLC	N/A	—	815	-815	-100%	$2.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	645	-645	-100%	$1.7K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	300	-300	-100%	$810	—	—	—
Quarry LP	N/A	—	255	-255	-100%	$689	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	225	-225	-100%	$608	—	—	—
Boreal Capital Management LLC	N/A	—	100	-100	-100%	$270	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	95	-95	-100%	$257	—	—	—
National Bank of Canada	N/A	—	82	-82	-100%	$222	—	—	—
Providence Capital Advisors, LLC	N/A	—	61	-61	-100%	$165	—	—	—
Caitlin John, LLC	N/A	—	40	-40	-100%	$108	—	—	—
Smartleaf Asset Management LLC	N/A	—	35	-35	-100%	$85	—	—	—
JPL Wealth Management, LLC	N/A	—	29	-29	-100%	$79	—	—	—
Optiver Holding B.V.	N/A	—	10	-10	-100%	$27	—	—	—

Showing 157 of 157 institutions