Blaize Holdings, Inc. - BZAI
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 | No change | 7,387,308 | 10,194 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,654,065 | 6,422 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,136,932 | 2,949 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 1,986,835 | 2,741 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,824,368 | 2,517 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | No change | 1,807,978 | 2,495 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 1,607,810 | 2,218 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,572,428 | 2,169 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,501,041 | 2,071 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,334,234 | 1,841 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 954,564 | 1,317 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 940,787 | 1,298 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 817,912 | 1,128 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 773,375 | 1,067 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 720,616 | 994 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 590,901 | 815 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 581,271 | 802 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 474,830 | 655 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 459,692 | 634 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | No change | 430,646 | 594 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 371,725 | 512 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Temasek Holdings (Private) Ltd | History | No change | 857,215 | 408 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 279,863 | 386 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 237,901 | 328 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEAK6 LLC | History | No change | 235,700 | 325 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| X-Square Capital, LLC | History | No change | 200,000 | 276 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 489,175 | 233 | 0.0% | 0.01% | 27 | -81,183 | -14.23% | Q3 2026 | Nov 04, 2026 |
| Bank of New York Mellon Corp | History | No change | 157,822 | 217 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LMR Partners LLP | History | No change | 146,458 | 202 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 131,300 | 181 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 104,958 | 144 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 102,500 | 141 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 100,600 | 138 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 98,252 | 135 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRC Group Holdings, Inc. | History | No change | 83,353 | 115 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 78,480 | 108 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 75,890 | 104 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 73,654 | 101 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 72,604 | 100 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 63,128 | 88 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Notable Capital Management, L.L.C. | History | No change | 163,670 | 78 | 0.16% | 0.44% | 41 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Cerity Partners LLC | History | No change | 55,344 | 76 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 53,079 | 73 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 49,438 | 68 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 46,408 | 64 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 46,160 | 63 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 46,021 | 63 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | Added to | 131,373 | 62 | 0.0% | 0.0% | 49 | +24,263 | 22.65% | Q3 2026 | Nov 05, 2026 |
| ProShare Advisors LLC | History | Reduced | 130,117 | 62 | 0.0% | 0.0% | 48 | -16,356 | -11.17% | Q3 2026 | Oct 28, 2026 |
| BARCLAYS PLC | History | No change | 44,772 | 61 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 41,880 | 57 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 39,992 | 55 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Point72 Asset Management, L.P. | History | No change | 40,000 | 55 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 39,619 | 54 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 105,807 | 50 | 0.0% | — | 55 | +105,807 | New | Q3 2026 | Nov 04, 2026 |
| Kera Capital Partners, Inc. | History | No change | 32,034 | 44 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 30,000 | 41 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spark Investment Management LLC | History | No change | 30,400 | 41 | 0.08% | 0.08% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 25,487 | 35 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 25,260 | 34 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forum Financial Management, LP | History | Reduced | 68,732 | 32 | 0.0% | 0.0% | 62 | -56,756 | -45.23% | Q3 2026 | Oct 16, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 23,200 | 32 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 21,031 | 29 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 21,671 | 29 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Platform Technology Partners | History | No change | 59,333 | 28 | 0.0% | 0.01% | 65 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 19,947 | 27 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 19,983 | 27 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 17,605 | 25 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 18,527 | 25 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 18,181 | 25 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 17,459 | 24 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 17,714 | 24 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 17,090 | 23 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantbot Technologies LP | History | No change | 16,040 | 22 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 16,517 | 22 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 14,634 | 20 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 14,900 | 20 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 14,206 | 19 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 13,352 | 18 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | No change | 13,589 | 18 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Merit Financial Group, LLC | History | No change | 11,906 | 16 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 33,150 | 15 | 0.0% | 0.0% | 82 | -12,450 | -27.3% | Q3 2026 | Nov 05, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 31,250 | 14 | 0.0% | 0.0% | 83 | -4,000 | -11.35% | Q3 2026 | Oct 27, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 10,850 | 14 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 10,077 | 13 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JBF Capital, Inc. | History | No change | 10,000 | 13 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 8,757 | 12 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 22,372 | 10 | 0.0% | 0.0% | 88 | -64,000 | -74.1% | Q3 2026 | Oct 16, 2026 |
| StoneX Group Inc. | History | New | 20,738 | 10 | 0.0% | — | 89 | +20,738 | New | Q3 2026 | Nov 03, 2026 |
| Traynor Capital Management, Inc. | History | New | 20,400 | 9 | 0.0% | — | 90 | +20,400 | New | Q3 2026 | Oct 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 18,347 | 8 | 0.0% | 0.0% | 92 | +1,223 | 7.14% | Q3 2026 | Oct 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,118 | 8 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 16,000 | 7 | 0.0% | 0.0% | 93 | +3,075 | 23.79% | Q3 2026 | Oct 23, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 14,559 | 6 | 0.0% | — | 96 | +14,559 | New | Q3 2026 | Nov 02, 2026 |
| STRS OHIO | History | No change | 13,300 | 6 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,000 | 6 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | New | 10,130 | 4 | 0.0% | — | 98 | +10,130 | New | Q3 2026 | Nov 03, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 20,645 | 4 | 0.0% | 0.0% | 97 | -925 | -4.29% | Q3 2026 | Oct 26, 2026 |
| CITIGROUP INC | History | Reduced | 7,480 | 3 | 0.0% | 0.0% | 99 | -32,745 | -81.4% | Q3 2026 | Nov 04, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 7,817 | 3 | 0.0% | 0.0% | 100 | +19 | 0.24% | Q3 2026 | Oct 21, 2026 |
| Allworth Financial LP | History | No change | 1,860 | 2 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,822 | 1 | 0.0% | — | 104 | +2,520 | 834.44% | Q3 2026 | Oct 22, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 2,515 | 1 | 0.0% | — | 106 | +2,515 | New | Q3 2026 | Oct 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 742 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,185 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Quent Capital, LLC | History | No change | 1,000 | 1 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Themes Management Co LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -762,160 | -100.0% | Q3 2026 | Oct 29, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -100,000 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -56,945 | -100.0% | Q3 2026 | Oct 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51,924 | -100.0% | Q3 2026 | Oct 13, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -36,278 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -28,415 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,952 | -100.0% | Q3 2026 | Oct 19, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,267 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,490 | -100.0% | Q3 2026 | Oct 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,490 | -100.0% | Q3 2026 | Oct 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 955 | 0 | — | 0.0% | — | -5,089 | -84.2% | Q3 2026 | Nov 04, 2026 |
| Lodestone Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q3 2026 | Oct 14, 2026 |
| WOLFF WIESE MAGANA LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,980 | -100.0% | Q3 2026 | Oct 14, 2026 |
| GAMMA Investing LLC | History | Added to | 2,000 | 0 | — | — | — | +1,720 | 614.29% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 103 | 0 | — | 0.0% | — | -1,509 | -93.61% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,112 | -100.0% | Q3 2026 | Oct 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -1,097 | -100.0% | Q3 2026 | Oct 05, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 867 | 0 | — | — | — | +867 | New | Q3 2026 | Oct 20, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -842 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -773 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Silver Grove Financial Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -615 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Next Level Wealth Planning, LLC | History | New | 600 | 0 | — | — | — | +600 | New | Q3 2026 | Oct 29, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -432 | -100.0% | Q3 2026 | Oct 13, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | — | — | -49 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |