Vault-13

MEDIFAST INC MED

COM · Common Stock · CUSIP 58470H101 · ISIN US58470H1014

American multi-level marketing company

114 institutional holders +1 vs Q1 2026
8,207,8108.2m shares reported held*
73.4% of all shares outstanding*
$87.1mreported value*
25 new 43 added 28 reduced 24 sold out net sold ≈ $3.5m (-331.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($573.3k this quarter). Holder counts are more reliable. Shares outstanding: 11.2m as of 2026-07-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $10.61. Options: 8 managers hold calls ($15.9m notional), 5 hold puts ($2.0m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 265Q4 22: 281Q1 23: 270Q2 23: 238Q3 23: 226Q4 23: 218Q1 24: 189Q2 24: 161Q3 24: 143Q4 24: 132Q1 25: 127Q2 25: 123Q3 25: 124Q4 25: 110Q1 26: 113Q2 26: 114114Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022265
Q4 2022281
Q1 2023270
Q2 2023238
Q3 2023226
Q4 2023218
Q1 2024189
Q2 2024161
Q3 2024143
Q4 2024132
Q1 2025127
Q2 2025123
Q3 2025124
Q4 2025110
Q1 2026113
Q2 2026114

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 49 bought or addedQ3 24: 93 cut or sold outQ4 24: 49 bought or addedQ4 24: 76 cut or sold outQ4 24Q1 25: 57 bought or addedQ1 25: 64 cut or sold outQ2 25: 66 bought or addedQ2 25: 57 cut or sold outQ2 25Q3 25: 63 bought or addedQ3 25: 42 cut or sold outQ4 25: 36 bought or addedQ4 25: 74 cut or sold outQ4 25Q1 26: 55 bought or addedQ1 26: 53 cut or sold outQ2 26: 68 bought or addedQ2 26: 52 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244993
Q4 20244976
Q1 20255764
Q2 20256657
Q3 20256342
Q4 20253674
Q1 20265553
Q2 20266852

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30m$40mQ3 25 calls: $35.2mQ3 25 puts: $315.3kQ3 25P/C 0.01Q4 25 calls: $16.3mQ4 25 puts: $1.5mQ4 25P/C 0.09Q1 26 calls: $22.7mQ1 26 puts: $743.9kQ1 26P/C 0.03Q2 26 calls: $15.9mQ2 26 puts: $2.0mQ2 26P/C 0.13
Numbers
QuarterCallsPutsP/C
Q3 2025$35.2m$315.3k0.01
Q4 2025$16.3m$1.5m0.09
Q1 2026$22.7m$743.9k0.03
Q2 2026$15.9m$2.0m0.13

Biggest buyers

MARSHALL WACE, LLP New +241,649+241.6k
TWO SIGMA INVESTMENTS, LP Added +143,223+143.2k
COMMONS CAPITAL, LLC Added +111,916+111.9k
RBF Capital, LLC New +109,000+109.0k
AMERICAN CENTURY COMPANIES INC Added +94,631+94.6k
AQR CAPITAL MANAGEMENT LLC Added +90,859+90.9k
GOLDMAN SACHS GROUP INC Added +89,914+89.9k
TUDOR INVESTMENT CORP ET AL New +76,031+76.0k
CITADEL ADVISORS LLC New +56,350+56.4k
BNP PARIBAS FINANCIAL MARKETS Added +52,666+52.7k

Biggest sellers

BlackRock, Inc. Reduced -574,950-575.0k
Man Group plc Sold out -236,212-236.2k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -234,543-234.5k
VANGUARD PORTFOLIO MANAGEMENT LLC Reduced -173,721-173.7k
STATE STREET CORP Reduced -170,319-170.3k
GEODE CAPITAL MANAGEMENT, LLC Reduced -132,244-132.2k
D. E. Shaw & Co., Inc. Reduced -68,219-68.2k
NORTHERN TRUST CORP Reduced -64,839-64.8k
Allianz Asset Management GmbH Sold out -59,859-59.9k
Jump Financial, LLC Reduced -50,375-50.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $5.8m542.7k shares
GROUP ONE TRADING LLC Reduced $3.1m288.6k shares
CITADEL ADVISORS LLC Reduced $2.5m233.4k shares
IMC-Chicago, LLC Added $1.8m172.7k shares
Walleye Trading LLC Added $1.1m108.0k shares
SIMPLEX TRADING, LLC Reduced $1.1m105.4k shares
PEAK6 LLC Reduced $333.2k31.4k shares
Walleye Capital LLC Reduced $182.5k17.2k shares

Biggest puts

IMC-Chicago, LLC Added $809.5k76.3k shares
CITADEL ADVISORS LLC Added $696.0k65.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $422.3k39.8k shares
SIMPLEX TRADING, LLC New $98.7k9.3k shares
Walleye Capital LLC New $17.0k1.6k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Steamboat Capital Partners, LLC 13D · may seek influence +1.1 pts · filed 2026-08-21 7.1% +1.1 pts 790.7k≈ $8.4m 2026-08-21
RENAISSANCE TECHNOLOGIES LLC 13G · institution -1.1 pts · filed 2026-05-14 7.0% -1.1 pts 773.7k≈ $8.2m 2026-05-14
SUSQUEHANNA SECURITIES, LLC 13G · institution +3.9 pts · filed 2026-08-14 5.3% +3.9 pts 587.2k≈ $6.2m 2026-08-14

Fell to 5% or below in the last year: Citadel Securities GP LLC (2.6%, 2026-08-14), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (3.6%, 2026-08-12), BlackRock, Inc. (2.9%, 2026-07-29), VANGUARD GROUP INC (0.0%, 2026-03-27)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 1 buyingQ1 26: 0 sellingQ1 26Q2 26: 1 buyingQ2 26: 0 sellingQ3 26: 1 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20251$5.0k0——
Q3 20250—0——
Q4 20250—0——
Q1 20261$178.7k0——
Q2 20261$63.0k0——
Q3 20261$1.4m1$226.3k$226.3k
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-29 Chard Daniel R Director · The Dan and Allyson Family Irrevocable Trust Sold plan 9,544 $11.73 $112.0k9.5k shares -7%
2026-09-28 Chard Daniel R Director · The Dan and Allyson Family Irrevocable Trust Sold plan 9,545 $11.98 $114.3k9.5k shares -6%
2026-08-26 Kiai Parsa Director · Notes Bought 43,150 $12.26 $529.0k43.1k shares new
2026-08-24 Kiai Parsa Director · Notes Bought 4,329 $12.00 $51.9k4.3k shares +29%
2026-08-20 Kiai Parsa Director · Notes Bought 43,150 $11.60 $500.5k43.1k shares new
2026-08-19 Kiai Parsa Director · Notes Bought 29,337 $11.66 $342.1k29.3k shares new
2026-05-11 SCHLACKMAN SCOTT Director Bought 2,500 $12.53 $31.3k2.5k shares +9%
2026-05-08 SCHLACKMAN SCOTT Director Bought 2,500 $12.65 $31.6k2.5k shares +10%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 778,610778.6k $8.3m $8.3m 0.01% Added +4.9k +4,900
2 Steamboat Capital Partners, LLC 1.60% of their portfolio RYE, NY 706,699706.7k $7.5m $7.5m 1.60% Reduced -891 -891
3 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 481,381481.4k $5.1m $5.1m 0.00% Added +143.2k +143,223
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 446,614446.6k $4.7m $4.7m 0.00% Added +2.1k +2,147
5 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 396,996397.0k $4.2m $4.2m 0.00% Reduced -234.5k -234,543
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 369,503369.5k $3.9m $3.9m 0.00% Reduced -575.0k -574,950
7 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 363,394363.4k $3.9m $3.9m 0.00% Added +1.6k +1,632
8 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 318,911318.9k $3.4m $3.4m 0.00% Added +94.6k +94,631
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 292,508292.5k $3.1m $3.1m 0.00% Reduced -32.8k -32,804
10 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 243,085243.1k $2.6m $2.6m 0.00% Added +89.9k +89,914
11 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 241,649241.6k $2.6m $2.6m 0.00% New
12 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 236,434236.4k $2.5m $2.5m 0.00% Added +90.9k +90,859
13 Peapod Lane Capital LLC 1.59% of their portfolio Bedford Hills, NY 222,576222.6k $2.4m $2.4m 1.59% Added +3.5k +3,513
14 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 220,337220.3k $2.3m $2.3m 0.01% Added +37.3k +37,302
15 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 212,684212.7k $2.3m $2.3m 0.01% Added +32.6k +32,603
16 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 164,881164.9k $1.7m $1.7m 0.00% Added +38.5k +38,474
17 COMMONS CAPITAL, LLC 1.11% of their portfolio NEEDHAM, MA 149,916149.9k $1.6m $1.6m 1.11% Added +111.9k +111,916
18 Quinn Opportunity Partners LLC 0.06% of their portfolio CHARLOTTESVILLE, VA 127,112127.1k $1.3m $1.3m 0.06% Unchanged
19 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 121,071121.1k $1.3m $1.3m 0.00% Reduced -132.2k -132,244
20 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio HOUSTON, TX 117,078117.1k $1.2m $1.2m 0.02% Reduced -40.0k -40,000
21 RBF Capital, LLC 0.05% of their portfolio RENO, NV 109,000109.0k $1.2m $1.2m 0.05% New
22 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 92,51292.5k $989.9k $989.9k 0.00% Added +5.3k +5,334
23 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 92,34592.3k $979.8k $979.8k 0.00% Reduced -68.2k -68,219
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 87,11887.1k $924.3k $924.3k 0.00% Reduced -1.7k -1,659
25 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 82,99783.0k $880.6k $880.6k 0.00% Added +26.8k +26,844
26 Divisadero Street Capital Management, LP 0.02% of their portfolio MIAMI, FL 79,83979.8k $847.1k $847.1k 0.02% Unchanged
27 Virtus Family Office LLC 0.66% of their portfolio EL PASO, TX 79,06079.1k $838.8k $838.8k 0.66% Unchanged
28 TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio STAMFORD, CT 76,03176.0k $806.7k $806.7k 0.00% New
29 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 73,87873.9k $783.8k $783.8k 0.00% Added +52.7k +52,666
30 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 69,60569.6k $738.5k $738.5k 0.00% Added +5.7k +5,684
31 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 66,10566.1k $701.4k $701.4k 0.00% Reduced -5.5k -5,479
32 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 63,33763.3k $672.0k $672.0k 0.00% Reduced -3.7k -3,703
33 Atom Investors LP 0.06% of their portfolio AUSTIN, TX 62,11962.1k $659.1k $659.1k 0.06% Added +1.0k +1,044
34 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 56,35056.4k $597.9k $597.9k 0.00% New
35 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 52,31952.3k $555.1k $555.1k 0.00% Reduced -170.3k -170,319
36 GREAT LAKES ADVISORS, LLC 0.00% of their portfolio CHICAGO, IL 51,61151.6k $547.6k $547.6k 0.00% New
37 UBS Group AG 0.00% of their portfolio ZURICH, V8 50,22350.2k $532.9k $532.9k 0.00% Added +36.4k +36,390
38 Engineers Gate Manager LP 0.01% of their portfolio NEW YORK, NY 49,82949.8k $528.7k $528.7k 0.01% Added +10.2k +10,249
39 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 47,90647.9k $508.3k $508.3k 0.00% New
40 SummerHaven Investment Management, LLC 0.27% of their portfolio STAMFORD, CT 47,83547.8k $507.5k $507.5k 0.27% Unchanged
41 Centiva Capital, LP 0.02% of their portfolio New York, NY 44,43244.4k $471.4k $471.4k 0.02% Added +22.4k +22,410
42 Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio Bala Cynwyd, PA 41,77741.8k $443.3k $443.3k 0.01% New
43 Jump Financial, LLC 0.00% of their portfolio Chicago, IL 40,50040.5k $429.7k $429.7k 0.00% Reduced -50.4k -50,375
44 GSA CAPITAL PARTNERS LLP 0.03% of their portfolio LONDON, X0 38,44338.4k $408.0k $408.0k 0.03% New
45 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 35,65535.7k $378.3k $378.3k 0.00% Added +1.4k +1,353
46 Jain Global LLC 0.00% of their portfolio NEW YORK, NY 35,22335.2k $373.7k $373.7k 0.00% New
47 PDT Partners, LLC 0.02% of their portfolio New York, NY 32,75632.8k $347.5k $347.5k 0.02% Added +2.0k +2,033
48 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 32,37832.4k $344.0k $344.0k 0.00% Added +5.7k +5,673
49 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 30,65430.7k $325.2k $325.2k 0.00% New
50 Marquette Asset Management, LLC 0.04% of their portfolio MINNEAPOLIS, MN 30,03830.0k $318.7k $318.7k 0.04% New
51 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 29,10829.1k $308.8k $308.8k 0.00% Reduced -173.7k -173,721
52 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 27,75627.8k $294.5k $294.5k 0.00% Reduced -64.8k -64,839
53 Chico Wealth RIA 0.12% of their portfolio CHICO, CA 21,00021.0k $222.8k $222.8k 0.12% New
54 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 20,99921.0k $222.8k $222.8k 0.00% New
55 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 20,14020.1k $213.7k $213.7k 0.00% New
56 State of Wyoming 0.02% of their portfolio CHEYENNE, WY 18,59418.6k $197.3k $197.3k 0.02% Added +11.9k +11,948
57 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 16,78216.8k $178.1k $178.1k 0.00% Added +6.6k +6,566
58 Brevan Howard Capital Management LP 0.00% of their portfolio ST. HELIER, Y9 15,02515.0k $159.4k $159.4k 0.00% New
59 LITTLEJOHN FINANCIAL SERVICES, INC. 0.11% of their portfolio ROSEBURG, OR 13,83413.8k $146.8k $146.8k 0.11% New
60 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 13,31513.3k $141.3k $141.3k 0.00% Reduced -19.5k -19,461
61 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 12,36712.4k $131.2k $131.2k 0.00% Reduced -30.2k -30,185
62 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 10,74010.7k $114.0k $114.0k 0.00% New
63 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,68310.7k $114.5k $114.5k 0.00% Added +385 +385
64 Verdad Advisers, LP 0.10% of their portfolio BOSTON, MA 10,23410.2k $108.6k $108.6k 0.10% Reduced -2.9k -2,914
65 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 7,4707.5k $79.3k $79.3k 0.00% Added +6.7k +6,692
66 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 7,0607.1k $74.9k $74.9k 0.00% New
67 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 6,4856.5k $68.8k $68.8k 0.00% Reduced -8.1k -8,117
68 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 6,1206.1k $64.9k $64.9k 0.00% Added +4.9k +4,892
69 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 4,6924.7k $49.8k $49.8k 0.00% Added +1.7k +1,661
70 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 3,9223.9k $41.6k $41.6k 0.00% Unchanged
71 Walleye Trading LLC 0.00% of their portfolio NEW YORK, NY 3,4003.4k $36.1k $36.1k 0.00% Unchanged
72 FMR LLC 0.00% of their portfolio BOSTON, MA 2,7302.7k $29.0k $29.0k 0.00% Added +152 +152
73 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2,2172.2k $23.5k $23.5k 0.00% Reduced -3.8k -3,823
74 Walleye Capital LLC 0.00% of their portfolio NEW YORK, NY 1,4521.5k $15.4k $15.4k 0.00% Added +1.5k +1,451
75 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,3861.4k $14.7k $14.7k 0.00% Added +792 +792
76 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,3701.4k $14.5k $14.5k 0.00% Unchanged
77 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,0641.1k $11.3k $11.3k 0.00% New
78 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 1,0421.0k $11.1k $11.1k 0.00% Added +137 +137
79 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,0001.0k $10.6k $10.6k 0.00% Unchanged
80 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 825825 $8.8k $8.8k 0.00% Reduced -1.1k -1,101
81 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 697697 $7.4k $7.4k 0.00% Reduced -223 -223
82 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 631631 $6.7k $6.7k 0.00% Reduced -173 -173
83 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 601601 $6.4k $6.4k 0.00% Unchanged
84 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 576576 $6.1k $6.1k 0.00% Reduced -36 -36
85 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 523523 $5.5k $5.5k 0.00% Added +297 +297
86 C M BIDWELL & ASSOCIATES LTD 0.00% of their portfolio HONOLULU, HI 497497 $5.3k $5.3k 0.00% New
87 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 439439 $4.7k $4.7k 0.00% Added +299 +299
88 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 310310 $3.3k $3.3k 0.00% Added +51 +51
89 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 274274 $2.9k $2.9k 0.00% Added +115 +115
90 Advisors Asset Management, Inc. 0.00% of their portfolio Monument, CO 120120 $1.3k $1.3k 0.00% Reduced -149 -149
91 GILL CAPITAL PARTNERS, LLC 0.00% of their portfolio DENVER, CO 108108 $1.1k $1.1k 0.00% Unchanged
92 MJT & Associates Financial Advisory Group, Inc. 0.00% of their portfolio MONTEVIDEO, MN 100100 $1.1k $1.1k 0.00% Unchanged
93 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 9090 $955 $955 0.00% Added +43 +43
94 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 8181 $859 $859 0.00% Reduced -553 -553
95 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 8080 $849 $849 0.00% Added +5 +5
96 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 7373 $775 $775 0.00% Unchanged
97 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 6868 $724 $724 0.00% First filing
98 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 6262 $658 $658 0.00% Added +36 +36
99 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 5454 $573 $573 0.00% Added +11 +11
100 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5353 $0 $0 0.00% Reduced -73 -73