← All institutions
Institutional Holdings
RGNXOwnership Summary
Institutions Holding
200
Total Shares Held
42,934,153
Total Value Held
$510,767,287
Quarter
2026-06-30
Active Positions
Increased Positions
60
20,834,962 shares
Decreased Positions
51
9,734,298 shares
Held Positions
26
5,720,550 shares
New Positions
30
6,644,343 shares
Sold Out Positions
33
3,300,369 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,397,440 | $76,641,333 | ▲ +614,632 | 0.00% | 2026-06-30 |
| Redmile Group, LLC | 4,368,804 | $52,338,272 | Unchanged | 3.51% | 2026-06-30 |
| STATE STREET CORP | 2,971,173 | $35,594,653 | ▲ +239,688 | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 2,214,169 | $26,193,619 | ▼ -1,269,631 | 0.00% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,107,557 | $25,248,533 | New position | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 1,953,237 | $23,399,786 | ▼ -112,920 | 0.00% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 1,421,453 | $17,029,007 | ▼ -418,010 | 0.00% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 1,378,358 | $16,512,730 | ▲ +326,646 | 0.01% | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,355,554 | $16,239,537 | New position | 0.00% | 2026-06-30 |
| MARSHALL WACE, LLP | 1,284,950 | $15,393,701 | New position | 0.01% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,241,296 | $14,874,704 | ▲ +103,798 | 0.00% | 2026-06-30 |
| Integral Health Asset Management, LLC | 800,000 | $9,584,000 | ▼ -700,000 | 0.38% | 2026-06-30 |
| CITADEL ADVISORS LLC | 754,923 | $9,043,978 | ▲ +717,623 | 0.00% | 2026-06-30 |
| Nuveen, LLC | 740,026 | $8,865,511 | ▲ +158,010 | 0.00% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 731,586 | $8,763,715 | ▼ -278,795 | 0.00% | 2026-06-30 |
| D. E. Shaw & Co., Inc. | 712,814 | $8,539,512 | ▲ +426,813 | 0.00% | 2026-06-30 |
| TWO SIGMA INVESTMENTS, LP | 669,808 | $8,024,300 | ▲ +114,916 | 0.01% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 579,412 | $6,941,356 | ▲ +164,428 | 0.00% | 2026-06-30 |
| STIFEL FINANCIAL CORP | 560,727 | $6,717,524 | ▲ +167,958 | 0.01% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 518,545 | $6,212,169 | ▲ +193,685 | 0.00% | 2026-06-30 |
| 22NW, LP | 492,759 | $5,903,253 | Unchanged | 5.64% | 2026-06-30 |
| MILLENNIUM MANAGEMENT LLC | 480,762 | $5,759,529 | ▲ +195,588 | 0.00% | 2026-06-30 |
| Pale Fire Capital SE | 466,209 | $5,585,184 | ▼ -27,517 | 0.39% | 2026-06-30 |
| NORTHERN TRUST CORP | 421,839 | $5,053,632 | ▲ +28,199 | 0.00% | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 396,450 | $4,749,471 | ▲ +5,849 | 0.00% | 2026-06-30 |
| LAZARD ASSET MANAGEMENT LLC | 370,375 | $4,437,093 | New position | 0.01% | 2026-06-30 |
| FMR LLC | 342,858 | $4,107,444 | ▲ +31,590 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 337,159 | $4,039,165 | New position | 0.00% | 2026-06-30 |
| Quantinno Capital Management LP | 300,127 | $3,595,521 | ▲ +256,176 | 0.00% | 2026-06-30 |
| JANE STREET GROUP, LLC | 293,293 | $3,513,650 | ▲ +105,445 | 0.00% | 2026-06-30 |
| GSK plc | 271,456 | $3,252,043 | Unchanged | 0.54% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 256,686 | $3,075,098 | ▼ -48,600 | 0.00% | 2026-06-30 |
| UBS Group AG | 249,947 | $2,994,365 | ▼ -7,516 | 0.00% | 2026-06-30 |
| Jump Financial, LLC | 239,700 | $2,871,606 | ▲ +18,911 | 0.02% | 2026-06-30 |
| Hudson Bay Capital Management LP | 225,000 | $2,695,500 | ▲ +45,000 | 0.01% | 2026-06-30 |
| ArchPoint Investors | 222,278 | $2,662,890 | Unchanged | 0.56% | 2026-06-30 |
| Corient Private Wealth LP | 217,661 | $2,607,580 | New position | 0.00% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 207,835 | $2,489,864 | ▲ +10,864 | 0.00% | 2026-06-30 |
| Walleye Capital LLC | 203,726 | $2,440,637 | New position | 0.01% | 2026-06-30 |
| Y-Intercept (Hong Kong) Ltd | 181,471 | $2,174,023 | ▼ -93,550 | 0.04% | 2026-06-30 |
| Assenagon Asset Management S.A. | 169,279 | $2,027,962 | ▼ -811,332 | 0.00% | 2026-06-30 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 149,000 | $1,785,000 | Unchanged | 0.00% | 2026-06-30 |
| IEQ CAPITAL, LLC | 141,469 | $1,694,798 | ▲ +1,830 | 0.01% | 2026-06-30 |
| Bank of New York Mellon Corp | 134,194 | $1,607,650 | ▼ -6,025 | 0.00% | 2026-06-30 |
| Invesco Ltd. | 133,851 | $1,603,535 | New position | 0.00% | 2026-06-30 |
| CITIGROUP INC | 123,022 | $1,473,803 | ▼ -1,628 | 0.00% | 2026-06-30 |
| Russell Investments Group, Ltd. | 121,359 | $1,453,879 | ▲ +7,934 | 0.00% | 2026-06-30 |
| Susquehanna Portfolio Strategies, LLC | 119,471 | $1,431,263 | ▼ -67,130 | 0.02% | 2026-06-30 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 107,719 | $1,290,474 | ▼ -4,292 | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 107,300 | $1,285,454 | ▲ +73,400 | 0.02% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 104,944 | $1,257,229 | ▲ +86,444 | 0.00% | 2026-06-30 |
| AMERIPRISE FINANCIAL INC | 100,055 | $1,198,659 | New position | 0.00% | 2026-06-30 |
| Centiva Capital, LP | 100,000 | $1,198,000 | ▼ -100,000 | 0.01% | 2026-06-30 |
| Caption Management, LLC | 100,000 | $1,198,000 | New position | 0.01% | 2026-06-30 |
| RAYMOND JAMES FINANCIAL INC | 92,588 | $1,109,205 | ▼ -8,657 | 0.00% | 2026-06-30 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 91,481 | $1,082,220 | New position | 0.00% | 2026-06-30 |
| Trexquant Investment LP | 86,420 | $1,035,312 | New position | 0.01% | 2026-06-30 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 78,364 | $937,852 | ▲ +20,014 | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 77,852 | $932,667 | ▲ +27,350 | 0.00% | 2026-06-30 |
| Balyasny Asset Management L.P. | 74,047 | $887,083 | ▲ +62,391 | 0.00% | 2026-06-30 |
| ACT CAPITAL MANAGEMENT, LLC | 67,500 | $808,650 | ▲ +11,500 | 0.53% | 2026-06-30 |
| RHUMBLINE ADVISERS | 59,783 | $716,187 | ▼ -704 | 0.00% | 2026-06-30 |
| Rafferty Asset Management, LLC | 54,451 | $652,323 | ▼ -19,427 | 0.00% | 2026-06-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 45,090 | $629,006 | ▲ +630 | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 51,549 | $617,557 | ▲ +29,842 | 0.00% | 2026-06-30 |
| Virtus Investment Advisers, LLC | 49,129 | $588,565 | ▲ +29,469 | 0.14% | 2026-06-30 |
| NewEdge Wealth, LLC | 47,700 | $571,446 | New position | 0.01% | 2026-06-30 |
| Cerity Partners LLC | 47,643 | $570,763 | ▼ -10,734 | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 44,067 | $527,923 | ▼ -76,960 | 0.00% | 2026-06-30 |
| Aquatic Capital Management LLC | 43,998 | $527,096 | New position | 0.02% | 2026-06-30 |
| ALLIANCEBERNSTEIN L.P. | 61,330 | $513,945 | ▼ -3,400 | 0.00% | 2026-06-30 |
| ALGERT GLOBAL LLC | 41,060 | $491,899 | ▲ +17,160 | 0.01% | 2026-06-30 |
| Voleon Capital Management LP | 40,549 | $485,777 | ▼ -1,603 | 0.01% | 2026-06-30 |
| FRANKLIN RESOURCES INC | 38,680 | $463,386 | ▲ +21,879 | 0.00% | 2026-06-30 |
| Mariner, LLC | 38,162 | $457,153 | ▲ +163 | 0.00% | 2026-06-30 |
| Connor, Clark & Lunn Investment Management Ltd. | 37,657 | $451,131 | ▼ -47,591 | 0.00% | 2026-06-30 |
| HSBC HOLDINGS PLC | 36,402 | $437,552 | ▼ -19,428 | 0.00% | 2026-06-30 |
| Engineers Gate Manager LP | 34,400 | $412,112 | ▼ -29,300 | 0.01% | 2026-06-30 |
| Brevan Howard Capital Management LP | 33,177 | $397,460 | ▲ +14,275 | 0.00% | 2026-06-30 |
| GROUP ONE TRADING LLC | 32,060 | $384,079 | ▲ +12,182 | 0.00% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 31,502 | $377,394 | Unchanged | 0.00% | 2026-06-30 |
| MERCER GLOBAL ADVISORS INC /ADV | 31,444 | $376,699 | ▲ +7,604 | 0.00% | 2026-06-30 |
| Palogic Value Management, L.P. | 30,040 | $359,879 | ▲ +40 | 0.12% | 2026-06-30 |
| PROFUND ADVISORS LLC | 27,486 | $329,282 | ▼ -5,559 | 0.01% | 2026-06-30 |
| MetLife Investment Management, LLC | 27,254 | $326,503 | ▲ +7,224 | 0.00% | 2026-06-30 |
| Lion Point Capital, LP | 26,600 | $318,668 | Unchanged | 1.52% | 2026-06-30 |
| WINTON GROUP Ltd | 24,200 | $289,916 | New position | 0.01% | 2026-06-30 |
| INCEPTIONR LLC | 23,605 | $282,788 | ▲ +13,356 | 0.07% | 2026-06-30 |
| PEAK6 LLC | 22,000 | $263,560 | New position | 0.00% | 2026-06-30 |
| Creative Planning | 20,781 | $248,956 | ▼ -9,220 | 0.00% | 2026-06-30 |
| DNB Asset Management AS | 19,365 | $231,993 | ▼ -961 | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 19,256 | $230,688 | ▲ +18,514 | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 18,588 | $222,684 | New position | 0.00% | 2026-06-30 |
| AXQ CAPITAL, LP | 18,446 | $220,983 | New position | 0.02% | 2026-06-30 |
| Landing Point Financial Group, LLC | 18,217 | $218,240 | ▼ -1,000 | 0.07% | 2026-06-30 |
| Quadrature Capital Ltd | 16,277 | $194,998 | New position | 0.00% | 2026-06-30 |
| SEI INVESTMENTS CO | 15,419 | $184,720 | ▲ +499 | 0.00% | 2026-06-30 |
| Boxer Capital Management, LLC | 15,000 | $179,700 | Unchanged | 0.01% | 2026-06-30 |
| Pallas Capital Advisors LLC | 14,616 | $175,100 | ▲ +1,497 | 0.01% | 2026-06-30 |
| Almanack Investment Partners, LLC. | 13,955 | $167,181 | New position | 0.02% | 2026-06-30 |
| NEW YORK STATE COMMON RETIREMENT FUND | 13,746 | $164,677 | Unchanged | 0.00% | 2026-06-30 |
| CAPTRUST FINANCIAL ADVISORS | 13,235 | $158,555 | ▼ -1,033 | 0.00% | 2026-06-30 |
| Police & Firemen's Retirement System of New Jersey | 13,073 | $156,615 | Unchanged | 0.00% | 2026-06-30 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13,048 | $156,315 | ▲ +111 | 0.00% | 2026-06-30 |
| Erste Asset Management GmbH | 13,000 | $153,790 | Unchanged | 0.00% | 2026-06-30 |
| Entropy Technologies, LP | 12,128 | $145,293 | ▲ +1,744 | 0.01% | 2026-06-30 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 11,615 | $139,148 | Unchanged | 0.00% | 2026-06-30 |
| Inscription Capital, LLC | 10,367 | $124,197 | New position | 0.01% | 2026-06-30 |
| LPL Financial LLC | 10,000 | $119,800 | New position | 0.00% | 2026-06-30 |
| China Universal Asset Management Co., Ltd. | 8,228 | $98,571 | ▼ -755 | 0.01% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 8,550 | $89,604 | ▲ +80 | 0.00% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 5,764 | $69,053 | ▼ -600 | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 4,766 | $57,097 | ▼ -1,586 | 0.00% | 2026-06-30 |
| Legal & General Group Plc | 4,680 | $56,066 | ▲ +658 | 0.00% | 2026-06-30 |
| Quantbot Technologies LP | 4,230 | $50,675 | New position | 0.00% | 2026-06-30 |
| Ameritas Investment Partners, Inc. | 4,037 | $48,363 | Unchanged | 0.00% | 2026-06-30 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,289 | $39,402 | ▲ +899 | 0.00% | 2026-06-30 |
| Versant Capital Management, Inc | 2,741 | $32,837 | ▲ +1,032 | 0.00% | 2026-06-30 |
| Mirae Asset Global Investments Co., Ltd. | 2,312 | $27,698 | ▼ -328 | 0.00% | 2026-06-30 |
| GAMMA Investing LLC | 2,282 | $27,338 | ▼ -37 | 0.00% | 2026-06-30 |
| SIGNATUREFD, LLC | 2,000 | $23,960 | ▼ -20 | 0.00% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 1,999 | $23,948 | ▼ -179 | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 1,861 | $22,296 | New position | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 1,755 | $21,000 | ▲ +1,483 | 0.00% | 2026-06-30 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,700 | $20,366 | Unchanged | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 1,663 | $19,923 | ▼ -55 | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 1,321 | $15,826 | ▼ -114 | 0.00% | 2026-06-30 |
| Optiver Holding B.V. | 1,110 | $13,298 | ▼ -112 | 0.00% | 2026-06-30 |
| GF FUND MANAGEMENT CO. LTD. | 1,075 | $12,879 | ▼ -53 | 0.00% | 2026-06-30 |
| Ancora Advisors LLC | 1,000 | $11,980 | Unchanged | 0.00% | 2026-06-30 |
| Allworth Financial LP | 851 | $10,195 | ▼ -375 | 0.00% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 834 | $9,991 | ▲ +283 | 0.00% | 2026-06-30 |
| Spire Wealth Management | 750 | $8,985 | Unchanged | 0.00% | 2026-06-30 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 662 | $7,931 | ▼ -1,870 | 0.00% | 2026-06-30 |
| Essential Partners LLC | 605 | $7,248 | ▼ -1,491 | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 595 | $7,129 | ▼ -1,234 | 0.00% | 2026-06-30 |
| Fortitude Family Office, LLC | 546 | $6,541 | ▲ +488 | 0.00% | 2026-06-30 |
| True Wealth Design, LLC | 529 | $6,338 | ▲ +340 | 0.00% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 513 | $6,146 | ▼ -1,900 | 0.00% | 2026-06-30 |
| EASTERN BANK | 370 | $4,433 | Unchanged | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 349 | $4,181 | ▲ +105 | 0.00% | 2026-06-30 |
| Sterling Capital Management LLC | 302 | $3,618 | ▼ -1,257 | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 249 | $2,983 | ▲ +5 | 0.00% | 2026-06-30 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 218 | $2,612 | ▼ -13,741 | 0.00% | 2026-06-30 |
| Dynamic Wealth Strategies, LLC | 191 | $2,288 | Unchanged | 0.00% | 2026-06-30 |
| Quarry LP | 164 | $1,965 | New position | 0.00% | 2026-06-30 |
| Glen Eagle Advisors, LLC | 150 | $1,797 | Unchanged | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 148 | $1,770 | ▼ -220 | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 126 | $1,509 | ▲ +11 | 0.00% | 2026-06-30 |
| FIDUCIARY FINANCIAL ADVISORS | 118 | $1,414 | New position | 0.00% | 2026-06-30 |
| TD Waterhouse Canada Inc. | 100 | $1,312 | Unchanged | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 93 | $1,114 | Unchanged | 0.00% | 2026-06-30 |
| Clearstead Advisors, LLC | 84 | $1,007 | New position | 0.00% | 2026-06-30 |
| Parallel Advisors, LLC | 67 | $803 | Unchanged | 0.00% | 2026-06-30 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 63,126 | $757 | ▲ +11,997 | 0.00% | 2026-06-30 |
| Bogart Wealth, LLC | 50 | $599 | New position | 0.00% | 2026-06-30 |
| DekaBank Deutsche Girozentrale | 74,600 | $577 | Unchanged | 0.00% | 2026-06-30 |
| HARBOR CAPITAL ADVISORS, INC. | 33,929 | $406 | ▼ -14,563 | 0.03% | 2026-06-30 |
| CANADA LIFE ASSURANCE Co | 27,558 | $330 | ▼ -704 | 0.00% | 2026-06-30 |
| SG Americas Securities, LLC | 27,203 | $326 | ▲ +7,356 | 0.00% | 2026-06-30 |
| SJS Investment Consulting Inc. | 24 | $288 | ▲ +5 | 0.00% | 2026-06-30 |
| GSA CAPITAL PARTNERS LLP | 22,607 | $271 | New position | 0.02% | 2026-06-30 |
| Global Retirement Partners, LLC | 22 | $264 | Unchanged | 0.00% | 2026-06-30 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 6,040 | $72 | Unchanged | 0.00% | 2026-06-30 |
| State of Alaska, Department of Revenue | 2,597 | $31 | Unchanged | 0.00% | 2026-06-30 |
| Pacer Advisors, Inc. | 909 | $11 | New position | 0.00% | 2026-06-30 |
| Covestor Ltd | 23 | $0 | ▲ +16 | 0.00% | 2026-06-30 |
| Qube Research & Technologies Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| HRT FINANCIAL LP | 0 | $0 | Sold out | 2026-06-30 | |
| Voss Capital, LP | 0 | $0 | Sold out | 2026-06-30 | |
| Prosight Management, LP | 0 | $0 | Sold out | 2026-06-30 | |
| Man Group plc | 0 | $0 | Sold out | 2026-06-30 | |
| Point72 Asset Management, L.P. | 0 | $0 | Sold out | 2026-06-30 | |
| Vestal Point Capital, LP | 0 | $0 | Sold out | 2026-06-30 | |
| PANAGORA ASSET MANAGEMENT INC | 0 | $0 | Sold out | 2026-06-30 | |
| Jefferies Financial Group Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Birchview Capital, LP | 0 | $0 | Sold out | 2026-06-30 | |
| ADAR1 Capital Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| ALPS ADVISORS INC | 0 | $0 | Sold out | 2026-06-30 | |
| Ionic Capital Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Militia Capital Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| BRADLEY FOSTER & SARGENT INC/CT | 0 | $0 | Sold out | 2026-06-30 | |
| Polymer Capital Management (US) LLC | 0 | $0 | Sold out | 2026-06-30 | |
| STATE OF WISCONSIN INVESTMENT BOARD | 0 | $0 | Sold out | 2026-06-30 | |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0 | $0 | Sold out | 2026-06-30 | |
| Squarepoint Ops LLC | 0 | $0 | Sold out | 2026-06-30 | |
| DIVERSIFIED TRUST CO | 0 | $0 | Sold out | 2026-06-30 | |
| Schonfeld Strategic Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| PRUDENTIAL FINANCIAL INC | 0 | $0 | Sold out | 2026-06-30 | |
| Graham Capital Management, L.P. | 0 | $0 | Sold out | 2026-06-30 | |
| Virtu Financial LLC | 0 | $0 | Sold out | 2026-06-30 | |
| INTECH INVESTMENT MANAGEMENT LLC | 0 | $0 | Sold out | 2026-06-30 | |
| ACADIAN ASSET MANAGEMENT LLC | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| QUADRANT CAPITAL GROUP LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Basecamp Wealth Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| TWIN PEAKS WEALTH ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 |