SIERRA BANCORP - BSRR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 1,306,403 | 53,248 | 0.0% | 0.0% | 1 | +61,492 | 4.94% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 921,629 | 37,565 | 0.01% | 0.01% | 2 | -7,597 | -0.82% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 527,029 | 21,481 | 0.0% | 0.0% | 3 | -13,422 | -2.48% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | New | 438,288 | 17,864 | 0.01% | — | 4 | +438,288 | New | Q2 2026 | Aug 14, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 434,075 | 17,692 | 0.47% | 0.51% | 5 | -90,149 | -17.2% | Q2 2026 | Jul 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 372,676 | 15,190 | 0.01% | 0.01% | 6 | +70,811 | 23.46% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 357,606 | 14,576 | 0.01% | 0.01% | 7 | -2,340 | -0.65% | Q2 2026 | Sep 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 315,368 | 12,857 | 0.0% | 0.0% | 8 | +30,024 | 10.52% | Q2 2026 | Aug 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 344,133 | 11,672 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| STATE STREET CORP | History | Added to | 276,592 | 11,273 | 0.0% | 0.0% | 10 | +9,632 | 3.61% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | Reduced | 212,021 | 8,641 | 0.0% | 0.0% | 11 | -3,476 | -1.61% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 185,812 | 7,573 | 0.01% | 0.01% | 12 | +4,965 | 2.75% | Q2 2026 | Aug 13, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Added to | 184,089 | 7,503 | 0.3% | 0.22% | 13 | +44,413 | 31.8% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 175,804 | 7,165 | 0.0% | 0.0% | 14 | +15,068 | 9.37% | Q2 2026 | Aug 13, 2026 |
| CSM Advisors, LLC | History | Reduced | 163,990 | 6,685 | 0.14% | 0.14% | 15 | -180 | -0.11% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 135,101 | 5,506 | 0.1% | 0.09% | 16 | +5,869 | 4.54% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 123,092 | 5,017 | 0.0% | 0.0% | 17 | -7,509 | -5.75% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 99,574 | 4,058 | 0.0% | 0.0% | 18 | +30,076 | 43.28% | Q2 2026 | Aug 13, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 99,255 | 4,045 | 0.67% | 0.72% | 19 | -14,000 | -12.36% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 98,078 | 3,997 | 0.0% | 0.0% | 20 | -541 | -0.55% | Q2 2026 | Aug 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 93,959 | 3,829 | 0.01% | 0.01% | 21 | -13,400 | -12.48% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 92,746 | 3,780 | 0.0% | 0.0% | 22 | -653 | -0.7% | Q2 2026 | Aug 06, 2026 |
| Empowered Funds, LLC | History | Added to | 82,101 | 3,346 | 0.02% | 0.02% | 23 | +5,869 | 7.7% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 77,866 | 3,173 | 0.0% | 0.0% | 24 | +831 | 1.08% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 70,600 | 2,878 | 0.01% | 0.01% | 25 | +500 | 0.71% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 52,083 | 2,122 | 0.0% | 0.0% | 26 | -32,921 | -38.73% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 48,502 | 1,976 | 0.0% | 0.0% | 27 | -1,760 | -3.5% | Q2 2026 | Aug 04, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 46,752 | 1,905 | 0.0% | 0.0% | 28 | +3,826 | 8.91% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 35,034 | 1,427 | 0.0% | 0.0% | 29 | +2,948 | 9.19% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 34,840 | 1,420 | 0.0% | 0.0% | 30 | -657 | -1.85% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 33,058 | 1,347 | 0.0% | 0.0% | 31 | -175 | -0.53% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Added to | 32,317 | 1,317 | 0.01% | 0.01% | 32 | +3,340 | 11.53% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 26,396 | 1,073 | 0.0% | 0.0% | 33 | -1,448 | -5.2% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 26,258 | 1,070 | 0.0% | 0.0% | 34 | +1,433 | 5.77% | Q2 2026 | Aug 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 25,938 | 1,057 | 0.0% | 0.01% | 35 | -22,083 | -45.99% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | Added to | 24,706 | 1,007 | 0.0% | 0.0% | 36 | +492 | 2.03% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 23,277 | 948 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 22,949 | 935 | 0.0% | 0.0% | 38 | +700 | 3.15% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 21,615 | 881 | 0.0% | 0.0% | 39 | +14,359 | 197.89% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 20,771 | 846 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 19,101 | 778 | 0.0% | 0.0% | 41 | -5,517 | -22.41% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 18,951 | 772 | 0.01% | 0.02% | 42 | -2,000 | -9.55% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | New | 16,773 | 683 | 0.03% | — | 43 | +16,773 | New | Q2 2026 | Aug 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 16,328 | 665 | 0.0% | 0.0% | 44 | -2,091 | -11.35% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 15,284 | 622 | 0.0% | 0.0% | 45 | -397 | -2.53% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 14,486 | 590 | 0.0% | 0.0% | 46 | -7,660 | -34.59% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 14,285 | 582 | 0.0% | 0.0% | 47 | +3,743 | 35.51% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | New | 14,021 | 571 | 0.0% | — | 48 | +14,021 | New | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 13,746 | 560 | 0.0% | 0.0% | 49 | +391 | 2.93% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 13,529 | 551 | 0.0% | 0.0% | 50 | +1,765 | 15.0% | Q2 2026 | Aug 07, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 13,200 | 538 | 0.07% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 12,640 | 515 | 0.0% | 0.0% | 52 | +6,973 | 123.05% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 12,553 | 511 | 0.0% | 0.0% | 53 | -3,191 | -20.27% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 14,896 | 505 | 0.0% | 0.0% | 54 | -100 | -0.67% | Q2 2026 | Aug 14, 2026 |
| MKT Advisors LLC | History | No change | 12,320 | 502 | 0.16% | 0.14% | 55 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| XTX Topco Ltd | History | New | 11,830 | 482 | 0.01% | — | 56 | +11,830 | New | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 11,567 | 471 | 0.0% | 0.0% | 57 | -23,667 | -67.17% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 10,616 | 432 | 0.0% | 0.0% | 58 | +100 | 0.95% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 10,015 | 409 | 0.0% | 0.0% | 59 | +1,746 | 21.12% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 9,937 | 405 | 0.01% | 0.01% | 60 | -4,918 | -33.11% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 9,445 | 384 | 0.0% | — | 61 | +9,445 | New | Q2 2026 | Jul 17, 2026 |
| Engineers Gate Manager LP | History | New | 9,204 | 375 | 0.0% | — | 62 | +9,204 | New | Q2 2026 | Aug 14, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 8,957 | 365 | 0.06% | 0.05% | 63 | +692 | 8.37% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 8,473 | 345 | 0.0% | 0.0% | 64 | +2,290 | 37.04% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 8,463 | 344 | 0.0% | 0.0% | 65 | +2,678 | 46.29% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Reduced | 8,275 | 337 | 0.0% | 0.0% | 66 | -10,293 | -55.43% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Reduced | 8,200 | 334 | 0.0% | 0.0% | 67 | -2,700 | -24.77% | Q2 2026 | Jul 30, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 7,999 | 326 | 0.0% | 0.0% | 68 | -36 | -0.45% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 7,395 | 301 | 0.0% | 0.0% | 69 | +123 | 1.69% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 7,000 | 285 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 6,598 | 268 | 0.0% | 0.0% | 71 | +4,902 | 289.03% | Q2 2026 | Aug 03, 2026 |
| Gradient Investments LLC | History | No change | 6,560 | 267 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 6,470 | 263 | 0.0% | 0.0% | 73 | +5,373 | 489.79% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 5,596 | 228 | 0.0% | 0.01% | 74 | -501 | -8.22% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 5,522 | 225 | 0.0% | 0.0% | 75 | -306 | -5.25% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 5,474 | 223 | 0.0% | — | 76 | +5,474 | New | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth LP | History | New | 5,361 | 218 | 0.0% | — | 77 | +5,361 | New | Q2 2026 | Aug 27, 2026 |
| Western Financial Corp/CA | History | New | 5,359 | 218 | 0.06% | — | 78 | +5,359 | New | Q2 2026 | Jul 22, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 5,124 | 208 | 0.0% | 0.0% | 79 | -3,259 | -38.88% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 5,956 | 202 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,931 | 200 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,814 | 155 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 3,662 | 149 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BARCLAYS PLC | History | Reduced | 3,640 | 148 | 0.0% | 0.0% | 84 | -923 | -20.23% | Q2 2026 | Aug 14, 2026 |
| BFSG, LLC | History | Reduced | 3,600 | 146 | 0.01% | 0.01% | 85 | -930 | -20.53% | Q2 2026 | Jul 20, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,500 | 142 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,763 | 112 | 0.0% | 0.0% | 87 | +2,688 | 3584.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | New | 2,307 | 94 | 0.0% | — | 88 | +2,307 | New | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 2,006 | 81 | 0.0% | 0.0% | 89 | -822 | -29.07% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 1,349 | 55 | 0.0% | 0.0% | 90 | -101 | -6.97% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 1,278 | 52 | 0.0% | 0.0% | 91 | +1,218 | 2030.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO | History | No change | 1,159 | 47 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Legal & General Group Plc | History | No change | 1,116 | 45 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,018 | 41 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 908 | 37 | 0.0% | 0.0% | 95 | -1,300 | -58.88% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 751 | 30 | 0.0% | 0.0% | 96 | +453 | 152.01% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 652 | 26 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Alaska, Department of Revenue | History | No change | 546 | 22 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 502 | 20 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 301 | 12 | 0.0% | 0.0% | 100 | -5 | -1.63% | Q2 2026 | Jul 20, 2026 |
| Sterling Capital Management LLC | History | Reduced | 242 | 9 | 0.0% | 0.0% | 101 | -158 | -39.5% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 232 | 9 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GAMMA Investing LLC | History | No change | 243 | 9 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 215 | 8 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Versant Capital Management, Inc | History | No change | 216 | 8 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 175 | 7 | 0.0% | — | 108 | +175 | New | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 178 | 7 | 0.0% | 0.0% | 107 | +7 | 4.09% | Q2 2026 | Aug 11, 2026 |
| North Star Investment Management Corp. | History | No change | 180 | 7 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 165 | 6 | 0.0% | 0.0% | 109 | -498 | -75.11% | Q2 2026 | Aug 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 134 | 5 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 88 | 3 | 0.0% | 0.0% | 111 | -276 | -75.82% | Q2 2026 | Jul 24, 2026 |
| Essential Partners LLC | History | Reduced | 54 | 2 | 0.0% | 0.0% | 112 | -146 | -73.0% | Q2 2026 | Aug 10, 2026 |
| Quarry LP | History | New | 56 | 2 | 0.0% | — | 113 | +56 | New | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | Reduced | 36 | 1 | 0.0% | 0.0% | 118 | -96 | -72.73% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | New | 32 | 1 | 0.0% | — | 119 | +32 | New | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 46 | 1 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 29 | 1 | 0.0% | — | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 49 | 1 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,104 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.01% | — | -5,576 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Fortitude Family Office, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q2 2026 | Jul 20, 2026 |
| SIGNATUREFD, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| True Wealth Design, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |