☆PSNL
Flow ranking
Rank#558
Score / z0.316 / 0.36
Consensus74.79 over 119 funds
Momentum0.23 =
Price & positioning
226 cached closes, trailing year
Drawdown-3%
Short interest+2% / 2.8d
Forensics
F-score
Issuance
as of 2026Q2
Accrual ratio-0.019
F-score3
M-score-2.08
Net issuance17.0%
Insider
No Form 4 activity on file for this ticker.
8-K events
Negative / total0 / 4
| Filed | Form | Items |
|---|---|---|
| 2026-08-20 | 8-K | 8.01 |
| 2026-08-04 | 8-K | 2.02, 9.01 |
| 2026-07-20 | 8-K | 1.01, 9.01 |
| 2026-07-20 | 8-K | 2.02, 7.01, 9.01 |
| 2026-05-20 | 8-K | 8.01 |
| 2026-05-13 | 8-K | 5.07 |
| 2026-05-13 | 8-K | 8.01 |
| 2026-05-07 | 8-K | 2.02, 9.01 |
| 2026-03-17 | 8-K | 5.02 |
| 2026-02-26 | 8-K | 2.02, 9.01 |
Showing the 10 most recent.
Ownership
13D / 13G / dilution0 / 0 / 0
| Filed | Form | Filer |
|---|---|---|
| 2025-11-28 | 424B5 | Personalis, Inc. |
| 2025-02-27 | S-3 | Personalis, Inc. |
| 2024-12-27 | 424B5 | Personalis, Inc. |
| 2024-08-30 | S-3 | Personalis, Inc. |
| 2023-12-21 | S-3 | Personalis, Inc. |
| 2023-12-21 | S-3 | Personalis, Inc. |
| 2022-01-03 | 424B5 | Personalis, Inc. |
| 2021-01-27 | 424B5 | Personalis, Inc. |
| 2021-01-26 | 424B5 | Personalis, Inc. |
| 2020-12-30 | S-3 | Personalis, Inc. |
Showing the 10 most recent.
LLM reads
Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆Merck & Co., Inc. (MRK) CIK 0000310158 | 0.821 | 13 | 188.2 | 35.8% | 5 | +10.1 pp | -4.7 pp | -4.4 pp | -7.0 pp |
| ☆ARK Investment Management LLC CIK 0001697748 | 0.765 | 190 | 110.8 | 0.7% | 5 | +0.3 pp | +0.3 pp | +0.4 pp | +0.4 pp |
| ☆BlackRock, Inc. (BLK) CIK 0002012383 | 0.995 | 5652 | 94.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Lightspeed Management Company, L.L.C. CIK 0001702122 | 0.314 | 8 | 81.8 | 3.4% | 2 | -1.9 pp | +3.4 pp | -13.1 pp | -19.0 pp |
| ☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 | 0.954 | 4062 | 81.6 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Deep Track Capital, LP CIK 0001856083 | 0.444 | 66 | 53.6 | 0.8% | 2 | +0.4 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆Aberdeen Group plc CIK 0001716774 | 0.934 | 934 | 50.2 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 | 0.000 | 4092 | 40.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Casdin Capital, LLC CIK 0001534261 | 0.818 | 43 | 34.2 | 1.7% | 2 | +0.9 pp | +1.7 pp | +1.7 pp | +1.7 pp |
| ☆KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 | 0.305 | 543 | 31.7 | 0.6% | 5 | +0.3 pp | +0.3 pp | +0.3 pp | +0.5 pp |
| ☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 | 0.990 | 4447 | 24.4 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 | 0.982 | 5665 | 24.4 | 0.0% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AIGH Capital Management LLC CIK 0001835943 | 0.143 | 42 | 23.0 | 2.1% | 5 | -1.7 pp | -4.7 pp | -6.8 pp | -9.4 pp |
| ☆Blue Water Life Science Advisors, LP CIK 0001789778 | 0.520 | 9 | 22.5 | 14.1% | 5 | +5.6 pp | +5.8 pp | +4.2 pp | +5.4 pp |
| ☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 | 0.963 | 3221 | 20.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 | 0.993 | 4177 | 19.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 | 0.985 | 8402 | 17.0 | 0.0% | 7 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 | 0.969 | 5626 | 12.5 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Nuveen, LLC CIK 0001871926 | 0.966 | 3735 | 10.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 9.9 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 | 0.000 | 3141 | 8.8 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 | 0.983 | 4440 | 8.5 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Trexquant Investment LP CIK 0001633445 | 0.116 | 1625 | 8.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 | 0.673 | 278 | 7.4 | 0.3% | 5 | +0.1 pp | +0.1 pp | +0.2 pp | +0.2 pp |
| ☆STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 | 0.814 | 960 | 6.6 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 | 0.000 | 4076 | 6.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 | 0.549 | 3841 | 6.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 | 0.956 | 1080 | 5.6 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Amova Asset Management Americas, Inc. CIK 0001480751 | 0.731 | 276 | 5.6 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 | 0.856 | 5105 | 4.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IQ EQ FUND MANAGEMENT (IRELAND) Ltd CIK 0001620943 | 0.314 | 289 | 4.7 | 0.3% | 5 | +0.1 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Wellington Shields Capital Management, LLC CIK 0001506071 | 0.286 | 334 | 4.6 | 0.6% | 5 | +0.3 pp | +0.2 pp | +0.3 pp | +0.1 pp |
| ☆Wellington Shields & Co., LLC CIK 0001506073 | 0.261 | 329 | 3.9 | 0.9% | 5 | +0.4 pp | +0.3 pp | +0.4 pp | +0.3 pp |
| ☆Militia Capital Management LLC CIK 0002130487 | 0.024 | 242 | 3.9 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆GILDER GAGNON HOWE & CO LLC CIK 0000902464 | 0.577 | 274 | 3.7 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 | 0.099 | 1679 | 3.7 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆STEMPOINT CAPITAL LP CIK 0001952142 | 0.040 | 73 | 3.3 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆PERKINS CAPITAL MANAGEMENT INC CIK 0000884300 | 0.164 | 79 | 3.2 | 2.4% | 5 | +1.0 pp | +0.9 pp | +1.0 pp | +0.7 pp |
| ☆Bruce & Co., Inc. CIK 0001358331 | 0.594 | 41 | 3.1 | 0.8% | 5 | +0.4 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆FIRST MANHATTAN CO. LLC. CIK 0000728083 | 0.952 | 742 | 3.1 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆UDINE WEALTH MANAGEMENT, INC. CIK 0001907240 | 0.420 | 40 | 2.9 | 1.2% | 1 | +1.2 pp | +1.2 pp | +1.2 pp | +1.2 pp |
| ☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 | 0.976 | 3439 | 2.8 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 | 0.973 | 4274 | 2.5 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 | 0.898 | 424 | 2.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 2.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆NANO CAP NEW MILLENNIUM GROWTH FUND L P CIK 0001277890 | 0.056 | 135 | 2.1 | 1.6% | 2 | +0.2 pp | +1.6 pp | +1.6 pp | +1.6 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.483 | 6351 | 1.9 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Swiss National Bank CIK 0001582202 | 0.961 | 2301 | 1.8 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Williams Jones Wealth Management, LLC. CIK 0001788587 | 0.816 | 547 | 1.8 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 1.8 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Russell Investments Group, Ltd. CIK 0001692234 | 0.905 | 4383 | 1.7 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 | 0.056 | 833 | 1.6 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Engineers Gate Manager LP CIK 0001620220 | 0.031 | 2192 | 1.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 | 0.840 | 3165 | 1.4 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 | 0.911 | 2884 | 1.3 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kercheville Advisors, LLC CIK 0001890748 | 0.215 | 108 | 1.3 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 | 0.924 | 4888 | 1.2 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 | 0.974 | 3723 | 1.2 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 1.2 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RHUMBLINE ADVISERS CIK 0001115418 | 0.943 | 4189 | 1.2 | 0.0% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Tidal Investments LLC CIK 0001600064 | 0.635 | 2147 | 1.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Invesco Ltd. (IVZ) CIK 0000914208 | 0.816 | 3812 | 1.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AlphaCentric Advisors LLC CIK 0001913464 | 0.038 | 259 | 1.1 | 0.9% | 2 | +0.5 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆Green Alpha Advisors, LLC CIK 0001439207 | 0.151 | 113 | 0.9 | 0.6% | 5 | +0.2 pp | +0.1 pp | +0.4 pp | +0.4 pp |
| ☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 | 0.967 | 6822 | 0.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆DEUTSCHE BANK AG\ CIK 0000948046 | 0.960 | 3659 | 0.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 0.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆XTX Topco Ltd CIK 0001828301 | 0.023 | 4087 | 0.8 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 | 0.542 | 3901 | 0.8 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 | 0.000 | 2447 | 0.8 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 | 0.956 | 4648 | 0.7 | 0.0% | 7 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 | 0.885 | 3272 | 0.7 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cerity Partners LLC CIK 0001566475 | 0.916 | 3288 | 0.7 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Schonfeld Strategic Advisors LLC CIK 0001665241 | 0.155 | 2292 | 0.7 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 | 0.890 | 2551 | 0.6 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆GSA CAPITAL PARTNERS LLP CIK 0001362033 | 0.012 | 1692 | 0.6 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Qube Research & Technologies Ltd CIK 0001729829 | 0.210 | 2619 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Atom Investors LP CIK 0001738902 | 0.004 | 818 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MetLife Investment Management, LLC CIK 0001529735 | 0.789 | 2884 | 0.5 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Pathstone Holdings, LLC CIK 0002011612 | 0.785 | 2324 | 0.5 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AlpInvest Partners B.V. CIK 0001512910 | 0.288 | 17 | 0.5 | 0.8% | 1 | +0.8 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆WINTON GROUP Ltd CIK 0001612063 | 0.014 | 1137 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Legal & General Group Plc CIK 0000764068 | 0.977 | 3391 | 0.5 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 | 0.949 | 3317 | 0.5 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Entropy Technologies, LP CIK 0001976151 | 0.010 | 929 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Vanguard Global Advisers, LLC CIK 0001811242 | 0.000 | 3638 | 0.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IEQ CAPITAL, LLC CIK 0001779789 | 0.694 | 2011 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MARSHALL WACE, LLP CIK 0001318757 | 0.756 | 2719 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Voleon Capital Management LP CIK 0001479847 | 0.338 | 761 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 | 0.912 | 3168 | 0.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Squarepoint Ops LLC CIK 0001642575 | 0.419 | 2729 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 | 0.920 | 3173 | 0.3 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆STRS OHIO CIK 0000820478 | 0.777 | 2154 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆KLP KAPITALFORVALTNING AS CIK 0001717443 | 0.875 | 2141 | 0.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Alamea Verwaltungs GmbH CIK 0001727645 | 0.240 | 73 | 0.3 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 | 0.739 | 3202 | 0.3 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Arizona State Retirement System CIK 0001558481 | 0.842 | 2071 | 0.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 | 0.895 | 2872 | 0.2 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Focus Partners Wealth CIK 0001542153 | 0.901 | 2759 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆GUGGENHEIM CAPITAL LLC CIK 0001283072 | 0.662 | 1702 | 0.2 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆China Universal Asset Management Co., Ltd. CIK 0001906594 | 0.356 | 513 | 0.2 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Vanguard Investments Australia, Ltd. CIK 0001550100 | 0.000 | 2370 | 0.2 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Creative Planning CIK 0001540235 | 0.979 | 4196 | 0.2 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ADAR1 Capital Management, LLC CIK 0001940272 | 0.312 | 267 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Jasper Ridge Partners, L.P. CIK 0001453381 | 0.865 | 151 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 0.2 | 0.0% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆DRW Securities, LLC CIK 0001481986 | 0.026 | 811 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 0.2 | 0.0% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 | 0.632 | 2110 | 0.2 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 | 0.806 | 2484 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ProShare Advisors LLC CIK 0001357955 | 0.953 | 1913 | 0.2 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | 0.858 | 3900 | 0.2 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 | 0.919 | 2485 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
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| ☆SIMPLEX TRADING, LLC CIK 0001488542 | 0.062 | 2733 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
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| ☆Alpha Wealth Funds, LLC CIK 0002059327 | 0.681 | 60 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.1 pp |
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| ☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 | 0.412 | 2359 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
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| ☆Western Wealth Management, LLC CIK 0001767902 | 0.459 | 1001 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Mariner, LLC CIK 0001373442 | 0.925 | 3517 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
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| ☆CWM, LLC CIK 0001535847 | 0.788 | 5645 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
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Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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