BANCOLOMBIA SA - BXK
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 3,066,591 | 123,276 | 0.0% | 0.0% | 1 | -32,633 | -1.05% | Q1 2025 | May 09, 2025 |
| EARNEST PARTNERS LLC | History | Added to | 2,566,128 | 103,158 | 0.49% | 0.35% | 2 | +56,475 | 2.25% | Q1 2025 | May 14, 2025 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 1,216,681 | 48,910 | 0.18% | 0.13% | 3 | -20,403 | -1.65% | Q1 2025 | May 12, 2025 |
| BlackRock, Inc. | History | Reduced | 1,166,500 | 46,893 | 0.0% | 0.0% | 4 | -55,118 | -4.51% | Q1 2025 | May 02, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,061,306 | 42,664 | 0.03% | 0.02% | 5 | +132,627 | 14.28% | Q1 2025 | May 14, 2025 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 850,273 | 35,184 | 0.06% | 0.05% | 6 | -119,003 | -12.28% | Q1 2025 | Apr 24, 2025 |
| JPMORGAN CHASE & CO | History | Added to | 766,245 | 30,803 | 0.0% | 0.0% | 7 | +281,964 | 58.22% | Q1 2025 | May 12, 2025 |
| SEI INVESTMENTS CO | History | Added to | 740,941 | 29,785 | 0.04% | 0.03% | 8 | +75,188 | 11.29% | Q1 2025 | May 14, 2025 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 726,361 | 29,199 | 0.06% | 0.04% | 9 | -12,615 | -1.71% | Q1 2025 | Apr 23, 2025 |
| STATE STREET CORP | History | Reduced | 637,051 | 27,810 | 0.0% | 0.0% | 10 | -24,354 | -3.68% | Q1 2025 | May 15, 2025 |
| MORGAN STANLEY | History | Reduced | 530,858 | 21,340 | 0.0% | 0.0% | 11 | -34,602 | -6.12% | Q1 2025 | May 15, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 440,735 | 17,717 | 0.0% | 0.0% | 12 | +271,074 | 159.77% | Q1 2025 | May 15, 2025 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 390,524 | 15,746 | 0.0% | 0.0% | 13 | +24,921 | 6.82% | Q1 2025 | May 13, 2025 |
| Amundi | History | Reduced | 361,445 | 15,263 | 0.01% | 0.0% | 14 | -946 | -0.26% | Q1 2025 | May 15, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 371,725 | 14,943 | 0.02% | 0.01% | 15 | +190,325 | 104.92% | Q1 2025 | May 14, 2025 |
| Russell Investments Group, Ltd. | History | Added to | 330,931 | 13,303 | 0.02% | 0.01% | 16 | +50,409 | 17.97% | Q1 2025 | May 13, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 322,900 | 12,980 | 0.02% | 0.01% | 17 | +1,483 | 0.46% | Q1 2025 | May 15, 2025 |
| Legal & General Group Plc | History | Reduced | 320,213 | 12,885 | 0.0% | 0.0% | 18 | -6,125 | -1.88% | Q1 2025 | May 15, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 318,950 | 12,821 | 0.03% | 0.01% | 19 | +228,487 | 252.58% | Q1 2025 | May 15, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 316,877 | 12,738 | 0.01% | 0.0% | 20 | +266,341 | 527.03% | Q1 2025 | May 15, 2025 |
| GQG Partners LLC | History | No change | 308,611 | 12,406 | 0.02% | 0.01% | 21 | 0 | 0.0% | Q1 2025 | May 13, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 257,744 | 10,361 | 0.04% | 0.02% | 22 | +67,275 | 35.32% | Q1 2025 | May 15, 2025 |
| D. E. Shaw & Co., Inc. | History | Added to | 243,402 | 9,784 | 0.01% | 0.0% | 23 | +43,337 | 21.66% | Q1 2025 | May 15, 2025 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 214,320 | 8,454 | 0.01% | 0.01% | 24 | +1,350 | 0.63% | Q1 2025 | May 14, 2025 |
| Swedbank AB | History | Reduced | 184,000 | 7,396 | 0.01% | 0.01% | 25 | -40,200 | -17.93% | Q1 2025 | Apr 14, 2025 |
| HARDING LOEVNER LP | History | Reduced | 183,661 | 7,383 | 0.06% | 0.06% | 26 | -78,394 | -29.92% | Q1 2025 | May 15, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 176,281 | 7,086 | 0.03% | 0.02% | 27 | +11,849 | 7.21% | Q1 2025 | May 12, 2025 |
| FRANKLIN RESOURCES INC | History | Reduced | 166,317 | 6,685 | 0.0% | 0.0% | 28 | -13,266 | -7.39% | Q1 2025 | May 13, 2025 |
| GOLDMAN SACHS GROUP INC | History | Added to | 142,018 | 5,709 | 0.0% | 0.0% | 29 | +54,497 | 62.27% | Q1 2025 | Jun 27, 2025 |
| Capital Wealth Planning, LLC | History | Added to | 137,088 | 5,510 | 0.05% | 0.03% | 30 | +40,238 | 41.55% | Q1 2025 | May 12, 2025 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 135,528 | 5,448 | 0.02% | 0.01% | 31 | +17,755 | 15.08% | Q1 2025 | May 07, 2025 |
| TWO SIGMA ADVISERS, LP | History | Added to | 125,700 | 5,053 | 0.01% | 0.0% | 32 | +84,900 | 208.09% | Q1 2025 | May 15, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 120,682 | 4,851 | 0.0% | 0.0% | 33 | +22,158 | 22.49% | Q1 2025 | May 13, 2025 |
| NORTHERN TRUST CORP | History | Reduced | 114,846 | 4,616 | 0.0% | 0.0% | 34 | -23,237 | -16.83% | Q1 2025 | May 13, 2025 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 112,205 | 4,510 | 0.01% | 0.02% | 35 | -69,600 | -38.28% | Q1 2025 | May 14, 2025 |
| DEPRINCE RACE & ZOLLO INC | History | New | 111,975 | 4,501 | 0.09% | — | 36 | +111,975 | New | Q1 2025 | May 15, 2025 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 103,666 | 4,167 | 0.0% | 0.0% | 37 | +6,776 | 6.99% | Q1 2025 | May 13, 2025 |
| Qube Research & Technologies Ltd | History | Added to | 98,302 | 3,951 | 0.0% | 0.0% | 38 | +25,029 | 34.16% | Q1 2025 | May 15, 2025 |
| Allianz Asset Management GmbH | History | Added to | 94,386 | 3,794 | 0.0% | 0.0% | 39 | +48,728 | 106.72% | Q1 2025 | May 05, 2025 |
| Walleye Capital LLC | History | Added to | 90,010 | 3,618 | 0.02% | 0.01% | 40 | +6,113 | 7.29% | Q1 2025 | May 14, 2025 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 89,379 | 3,593 | 0.15% | — | 41 | +89,379 | New | Q1 2025 | Oct 02, 2025 |
| FIL Ltd | History | Reduced | 87,793 | 3,529 | 0.0% | 0.0% | 42 | -41,287 | -31.99% | Q1 2025 | May 12, 2025 |
| Ethic Inc. | History | Reduced | 83,763 | 3,466 | 0.07% | 0.06% | 43 | -11,792 | -12.34% | Q1 2025 | May 13, 2025 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 85,818 | 3,449 | 0.01% | 0.01% | 44 | +826 | 0.97% | Q1 2025 | May 14, 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 78,579 | 3,158 | 0.0% | 6.74% | 45 | -182,603 | -69.91% | Q1 2025 | May 13, 2025 |
| Invesco Ltd. | History | Reduced | 70,784 | 2,845 | 0.0% | 0.0% | 46 | -13,849 | -16.36% | Q1 2025 | May 12, 2025 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Reduced | 68,266 | 2,744 | 0.06% | 0.08% | 47 | -65,229 | -48.86% | Q1 2025 | Aug 27, 2025 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 65,168 | 2,619 | 0.01% | 0.0% | 48 | +5,880 | 9.92% | Q1 2025 | May 09, 2025 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 64,217 | 2,581 | 0.03% | 0.03% | 49 | -28,383 | -30.65% | Q1 2025 | May 14, 2025 |
| MACKENZIE FINANCIAL CORP | History | Added to | 53,111 | 2,135 | 0.0% | 0.0% | 50 | +4,746 | 9.81% | Q1 2025 | May 07, 2025 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 51,952 | 2,088 | 0.02% | 0.02% | 51 | -7,348 | -12.39% | Q1 2025 | May 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 49,300 | 1,981 | 0.0% | 0.0% | 52 | +41,808 | 558.04% | Q1 2025 | May 14, 2025 |
| DEUTSCHE BANK AG\ | History | Reduced | 44,574 | 1,791 | 0.0% | 0.0% | 53 | -1,027 | -2.25% | Q1 2025 | May 09, 2025 |
| CITADEL ADVISORS LLC | History | Added to | 43,812 | 1,761 | 0.0% | 0.0% | 54 | +35,856 | 450.68% | Q1 2025 | May 15, 2025 |
| VIRTUS ADVISERS, LLC | History | New | 41,149 | 1,654 | 1.07% | — | 55 | +41,149 | New | Q1 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 35,583 | 1,430 | 0.0% | 0.0% | 56 | -1,182 | -3.22% | Q1 2025 | Apr 29, 2025 |
| Engineers Gate Manager LP | History | Added to | 29,506 | 1,186 | 0.02% | 0.01% | 57 | +19,431 | 192.86% | Q1 2025 | May 15, 2025 |
| Pathstone Holdings, LLC | History | Reduced | 27,779 | 1,174 | 0.01% | 0.0% | 58 | -577 | -2.03% | Q1 2025 | May 15, 2025 |
| Hood River Capital Management LLC | History | New | 28,400 | 1,141 | 0.02% | — | 59 | +28,400 | New | Q1 2025 | May 15, 2025 |
| XTX Topco Ltd | History | Added to | 27,607 | 1,109 | 0.06% | 0.03% | 60 | +16,063 | 139.15% | Q1 2025 | May 08, 2025 |
| Advisors Asset Management, Inc. | History | Reduced | 27,069 | 1,088 | 0.02% | 0.02% | 61 | -2,670 | -8.98% | Q1 2025 | May 15, 2025 |
| Creative Planning | History | Added to | 25,783 | 1,036 | 0.0% | 0.0% | 62 | +5,050 | 24.36% | Q1 2025 | May 15, 2025 |
| SIMPLEX TRADING, LLC | History | New | 25,131 | 1,010 | 0.0% | — | 63 | +25,131 | New | Q1 2025 | May 12, 2025 |
| Caprock Group, LLC | History | Reduced | 22,765 | 999 | 0.03% | 0.03% | 64 | -1,559 | -6.41% | Q1 2025 | May 15, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 24,753 | 995 | 0.0% | 0.0% | 65 | -15,247 | -38.12% | Q1 2025 | May 15, 2025 |
| Point72 Asset Management, L.P. | History | Added to | 23,900 | 960 | 0.0% | 0.0% | 66 | +15,500 | 184.52% | Q1 2025 | Jul 21, 2025 |
| DODGE & COX | History | Added to | 20,946 | 842 | 0.0% | 0.0% | 67 | +9,646 | 85.36% | Q1 2025 | May 14, 2025 |
| BARINGS LLC | History | New | 20,666 | 830 | 0.02% | — | 68 | +20,666 | New | Q1 2025 | May 09, 2025 |
| GROUPAMA ASSET MANAGMENT | History | New | 18,726 | 820 | 0.02% | — | 69 | +18,726 | New | Q1 2025 | May 14, 2025 |
| BARCLAYS PLC | History | Added to | 20,386 | 819 | 0.0% | 0.0% | 70 | +100 | 0.49% | Q1 2025 | Mar 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 18,113 | 728 | 0.0% | 0.0% | 71 | -953 | -5.0% | Q1 2025 | May 29, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 17,053 | 685 | 0.0% | 0.0% | 72 | -5,663 | -24.93% | Q1 2025 | May 15, 2025 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 15,840 | 636 | 0.01% | 0.0% | 73 | +1,364 | 9.42% | Q1 2025 | Apr 17, 2025 |
| Quantinno Capital Management LP | History | Added to | 15,814 | 635 | 0.0% | 0.0% | 74 | +3,469 | 28.1% | Q1 2025 | May 12, 2025 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 15,630 | 628 | 0.0% | 0.0% | 75 | +5,600 | 55.83% | Q1 2025 | May 12, 2025 |
| Ballentine Partners, LLC | History | Added to | 15,279 | 614 | 0.01% | 0.01% | 76 | +4,070 | 36.31% | Q1 2025 | May 01, 2025 |
| ROYAL BANK OF CANADA | History | Reduced | 15,019 | 604 | 0.0% | 0.0% | 77 | -5,638 | -27.29% | Q1 2025 | Nov 21, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 14,933 | 600 | 0.01% | 0.01% | 78 | +549 | 3.82% | Q1 2025 | May 14, 2025 |
| E. Ohman J:or Asset Management AB | History | Reduced | 13,100 | 526 | 0.01% | 0.01% | 79 | -1,700 | -11.49% | Q1 2025 | Apr 11, 2025 |
| BW Gestao de Investimentos Ltda. | History | New | 12,634 | 507 | 0.02% | — | 80 | +12,634 | New | Q1 2025 | May 15, 2025 |
| Liontrust Investment Partners LLP | History | Added to | 12,000 | 482 | 0.01% | 0.0% | 81 | +2,500 | 26.32% | Q1 2025 | May 13, 2025 |
| ALPS ADVISORS INC | History | Reduced | 11,894 | 478 | 0.0% | 0.0% | 82 | -3,800 | -24.21% | Q1 2025 | Apr 30, 2025 |
| Raiffeisen Bank International AG | History | No change | 9,600 | 420 | 0.01% | 0.0% | 83 | 0 | 0.0% | Q1 2025 | May 09, 2025 |
| Aquatic Capital Management LLC | History | Reduced | 10,384 | 417 | 0.01% | 0.01% | 84 | -1,178 | -10.19% | Q1 2025 | May 15, 2025 |
| MARSHALL WACE, LLP | History | New | 10,367 | 416 | 0.0% | — | 85 | +10,367 | New | Q1 2025 | May 15, 2025 |
| Graham Capital Management, L.P. | History | New | 10,000 | 402 | 0.01% | — | 86 | +10,000 | New | Q1 2025 | May 15, 2025 |
| Squarepoint Ops LLC | History | New | 9,557 | 384 | 0.0% | — | 87 | +9,557 | New | Q1 2025 | Aug 27, 2025 |
| Quadrature Capital Ltd | History | New | 9,137 | 367 | 0.01% | — | 88 | +9,137 | New | Q1 2025 | May 13, 2025 |
| GEODE CAPITAL MANAGEMENT, LLC | History | New | 8,360 | 336 | 0.0% | — | 89 | +8,360 | New | Q1 2025 | May 13, 2025 |
| Centiva Capital, LP | History | New | 8,332 | 334 | 0.01% | — | 90 | +8,332 | New | Q1 2025 | May 15, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,117 | 326 | 0.0% | 0.0% | 91 | -1,068 | -11.63% | Q1 2025 | May 09, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,624 | 306 | 0.0% | 0.0% | 92 | -200 | -2.56% | Q1 2025 | May 15, 2025 |
| Mariner, LLC | History | New | 7,144 | 287 | 0.0% | — | 93 | +7,144 | New | Q1 2025 | May 15, 2025 |
| Jain Global LLC | History | New | 6,653 | 267 | 0.0% | — | 94 | +6,653 | New | Q1 2025 | May 15, 2025 |
| US BANCORP \DE\ | History | Added to | 6,394 | 257 | 0.0% | 0.0% | 95 | +800 | 14.3% | Q1 2025 | May 08, 2025 |
| Parallel Advisors, LLC | History | Added to | 5,397 | 217 | 0.0% | 0.0% | 96 | +119 | 2.25% | Q1 2025 | Apr 08, 2025 |
| AMERIPRISE FINANCIAL INC | History | New | 4,568 | 201 | 0.0% | — | 97 | +4,568 | New | Q1 2025 | May 14, 2025 |
| Aberdeen Group plc | History | New | 5,086 | 200 | 0.0% | — | 98 | +5,086 | New | Q1 2025 | May 13, 2025 |
| SIGNATUREFD, LLC | History | Reduced | 4,566 | 183 | 0.0% | 0.0% | 99 | -507 | -9.99% | Q1 2025 | May 02, 2025 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,275 | 171 | 0.0% | 0.0% | 100 | -1,240 | -22.48% | Q1 2025 | May 12, 2025 |
| FMR LLC | History | Added to | 3,641 | 146 | 0.0% | 0.0% | 101 | +435 | 13.57% | Q1 2025 | May 12, 2025 |
| CITIGROUP INC | History | Added to | 3,285 | 132 | 0.0% | 0.0% | 102 | +658 | 25.05% | Q1 2025 | May 12, 2025 |
| UBS Group AG | History | Reduced | 3,099 | 124 | 0.0% | 0.0% | 103 | -19,829 | -86.48% | Q1 2025 | May 13, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,029 | 86 | 0.0% | 0.0% | 104 | -217 | -9.66% | Q1 2025 | Apr 24, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 1,642 | 66 | 0.0% | 0.0% | 105 | -1,196 | -42.14% | Q1 2025 | May 02, 2025 |
| Blue Trust, Inc. | History | Added to | 1,202 | 48 | 0.0% | 0.0% | 106 | +751 | 166.52% | Q1 2025 | Apr 21, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 603 | 24 | 0.0% | — | 107 | +603 | New | Q1 2025 | May 13, 2025 |
| Geneos Wealth Management Inc. | History | Added to | 338 | 13 | 0.0% | 0.0% | 108 | +169 | 100.0% | Q1 2025 | May 21, 2025 |
| Farther Finance Advisors, LLC | History | Added to | 300 | 12 | 0.0% | 0.0% | 109 | +251 | 512.24% | Q1 2025 | Apr 14, 2025 |
| Kestra Advisory Services, LLC | History | New | 286 | 11 | 0.0% | — | 112 | +286 | New | Q1 2025 | May 14, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 297 | 11 | 0.0% | — | 110 | +280 | 1647.06% | Q1 2025 | May 12, 2025 |
| ASSETMARK, INC | History | Reduced | 281 | 11 | 0.0% | 0.0% | 111 | -17 | -5.7% | Q1 2025 | May 06, 2025 |
| Tower Research Capital LLC (TRC) | History | Added to | 109 | 4 | 0.0% | — | 113 | +82 | 303.7% | Q1 2025 | May 15, 2025 |
| PRINCIPAL SECURITIES, INC. | History | No change | 118 | 3 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2025 | Apr 30, 2025 |
| HARBOUR INVESTMENTS, INC. | History | No change | 85 | 3 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2025 | May 08, 2025 |
| Allworth Financial LP | History | No change | 48 | 2 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2025 | Apr 30, 2025 |
| CULLEN/FROST BANKERS, INC. | History | New | 44 | 1 | 0.0% | — | 117 | +44 | New | Q1 2025 | May 02, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 28 | 1 | 0.0% | — | 118 | 0 | 0.0% | Q1 2025 | May 14, 2025 |
| Itau Unibanco Holding S.A. | History | Closed out | 0 | 0 | — | 1.04% | — | -787,079 | -100.0% | Q4 2024 | Feb 14, 2025 |
| M&G Plc | History | Closed out | 0 | 0 | — | 0.05% | — | -272,520 | -100.0% | Q4 2024 | Feb 11, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -127,158 | -100.0% | Q4 2024 | Feb 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.03% | — | -71,512 | -100.0% | Q4 2024 | Feb 12, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,394 | -100.0% | Q4 2024 | Feb 13, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,341 | -100.0% | Q4 2024 | Feb 14, 2025 |
| AIA Group Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -7,841 | -100.0% | Q4 2024 | Feb 12, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,331 | -100.0% | Q4 2024 | Feb 14, 2025 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q4 2024 | Jan 31, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -78 | -98.73% | Q1 2025 | May 13, 2025 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q4 2024 | Feb 13, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2025 | May 14, 2025 |