Capital Bancorp Inc - CBNK
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 | Reduced | 722,012 | 21,472 | 0.0% | 0.0% | 1 | -24,665 | -3.3% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 637,642 | 17,962 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 496,749 | 14,773 | 0.0% | — | 3 | +496,749 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 506,990 | 14,281 | 0.0% | 0.0% | 4 | +5,300 | 1.06% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 355,466 | 10,571 | 0.0% | 0.0% | 5 | +17,264 | 5.1% | Q1 2026 | May 07, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 295,417 | 8,785 | 0.07% | 0.02% | 6 | +216,576 | 274.7% | Q1 2026 | May 01, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 282,747 | 8,411 | 0.0% | 0.0% | 7 | -57,965 | -17.01% | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 269,316 | 8,009 | 0.17% | 0.16% | 8 | +6,854 | 2.61% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Reduced | 232,587 | 6,917 | 0.0% | 0.0% | 9 | -29,302 | -11.19% | Q1 2026 | May 15, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 231,286 | 6,878 | 1.49% | 1.2% | 10 | +36,878 | 18.97% | Q1 2026 | May 11, 2026 |
| Ategra Capital Management, LLC | History | No change | 231,256 | 6,877 | 3.42% | 3.1% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 203,196 | 6,043 | 0.0% | 0.0% | 12 | +32,371 | 18.95% | Q1 2026 | May 15, 2026 |
| Ballast Asset Management, LP | History | Added to | 189,845 | 5,645 | 2.51% | 2.46% | 13 | +4,965 | 2.69% | Q1 2026 | May 07, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 174,492 | 5,189 | 0.1% | 0.1% | 14 | +8,968 | 5.42% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 167,222 | 4,973 | 0.0% | 0.0% | 15 | +85,293 | 104.11% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 148,020 | 4,402 | 0.0% | 0.0% | 16 | +2,469 | 1.7% | Q1 2026 | May 08, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 105,124 | 3,126 | 0.01% | 0.01% | 17 | +290 | 0.28% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 104,552 | 3,109 | 0.0% | 0.0% | 18 | +18,423 | 21.39% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 100,542 | 2,990 | 0.02% | — | 19 | +100,542 | New | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 94,628 | 2,814 | 0.0% | 0.0% | 20 | +61,215 | 183.21% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 93,654 | 2,785 | 0.0% | 0.0% | 21 | +25,090 | 36.59% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 90,879 | 2,702 | 0.0% | 0.0% | 22 | +26,597 | 41.38% | Q1 2026 | May 15, 2026 |
| Gator Capital Management, LLC | History | Reduced | 89,760 | 2,669 | 0.55% | 0.51% | 23 | -410 | -0.45% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 88,800 | 2,640 | 0.0% | 0.0% | 24 | +2,623 | 3.04% | Q1 2026 | May 14, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 75,945 | 2,258 | 0.44% | 0.44% | 25 | -11,884 | -13.53% | Q1 2026 | May 15, 2026 |
| De Lisle Partners LLP | History | No change | 75,893 | 2,257 | 0.27% | 0.28% | 26 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BANC FUNDS CO LLC | History | Added to | 75,300 | 2,239 | 0.42% | 0.12% | 27 | +53,900 | 251.87% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 73,101 | 2,174 | 0.0% | — | 28 | +73,101 | New | Q1 2026 | May 08, 2026 |
| BROWN ADVISORY INC | History | No change | 70,271 | 2,089 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 66,808 | 1,986 | 0.0% | — | 30 | +66,808 | New | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 64,080 | 1,905 | 0.0% | 0.0% | 31 | +12,457 | 24.13% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 63,648 | 1,892 | 0.0% | 0.0% | 32 | -3,326 | -4.97% | Q1 2026 | Apr 30, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 63,477 | 1,887 | 0.0% | 0.0% | 33 | -159 | -0.25% | Q1 2026 | May 11, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 61,173 | 1,819 | 0.0% | 0.0% | 34 | -3,682 | -5.68% | Q1 2026 | May 14, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 60,224 | 1,791 | 1.38% | 1.4% | 35 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 57,378 | 1,706 | 0.03% | 0.02% | 36 | +9,234 | 19.18% | Q1 2026 | Apr 13, 2026 |
| Kendall Capital Management | History | Reduced | 56,000 | 1,665 | 0.34% | 0.35% | 37 | -4,040 | -6.73% | Q1 2026 | Apr 24, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 48,963 | 1,456 | 0.0% | 0.0% | 38 | -1,687 | -3.33% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | New | 48,464 | 1,441 | 0.0% | — | 39 | +48,464 | New | Q1 2026 | May 12, 2026 |
| Militia Capital Management LLC | History | New | 47,000 | 1,397 | 0.32% | — | 40 | +47,000 | New | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 45,351 | 1,348 | 0.0% | 0.0% | 41 | +2,764 | 6.49% | Q1 2026 | May 15, 2026 |
| Militia Capital Partners, LP | History | No change | 47,000 | 1,323 | 0.5% | 0.5% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 42,082 | 1,251 | 0.0% | 0.0% | 43 | -468 | -1.1% | Q1 2026 | May 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 40,990 | 1,219 | 0.03% | 0.02% | 44 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Verdence Capital Advisors LLC | History | New | 38,741 | 1,152 | 0.07% | — | 45 | +38,741 | New | Q1 2026 | Apr 30, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 36,893 | 1,095 | 0.0% | 0.0% | 46 | -13,472 | -26.75% | Q1 2026 | May 13, 2026 |
| Man Group plc | History | New | 33,382 | 992 | 0.0% | — | 47 | +33,382 | New | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 31,760 | 944 | 0.0% | 0.0% | 48 | -12,394 | -28.07% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 31,729 | 943 | 0.0% | 0.0% | 49 | -10,244 | -24.41% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 30,657 | 911 | 0.0% | 0.0% | 50 | -4,639 | -13.14% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 29,786 | 885 | 0.0% | 0.0% | 51 | +9,235 | 44.94% | Q1 2026 | May 05, 2026 |
| Ackerman Asset Management, LLC | History | Reduced | 27,312 | 812 | 0.57% | 0.6% | 52 | -4,837 | -15.05% | Q1 2026 | Apr 21, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 26,200 | 738 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 22,334 | 664 | 0.0% | 0.0% | 54 | +2,570 | 13.0% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Reduced | 22,328 | 664 | 0.0% | 0.0% | 55 | -795 | -3.44% | Q1 2026 | May 11, 2026 |
| Arcus Capital Partners, LLC | History | Added to | 21,007 | 624 | 0.22% | 0.21% | 56 | +98 | 0.47% | Q1 2026 | May 06, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 20,482 | 609 | 0.37% | 0.38% | 57 | -3,569 | -14.84% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 20,000 | 594 | 0.0% | 0.0% | 58 | -6 | -0.03% | Q1 2026 | May 08, 2026 |
| XTX Topco Ltd | History | Added to | 19,941 | 593 | 0.01% | 0.01% | 59 | +12,009 | 151.4% | Q1 2026 | May 15, 2026 |
| Hingham Institution for Savings | History | New | 19,504 | 580 | 0.51% | — | 60 | +19,504 | New | Q1 2026 | Apr 14, 2026 |
| Passive Capital Management, LLC. | History | New | 18,000 | 535 | 0.16% | — | 61 | +18,000 | New | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 16,823 | 500 | 0.0% | 0.0% | 62 | +9,519 | 130.33% | Q1 2026 | May 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 14,932 | 444 | 0.01% | 0.01% | 63 | -1,384 | -8.48% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 14,824 | 440 | 0.0% | 0.0% | 64 | -554 | -3.6% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 14,561 | 433 | 0.0% | 0.0% | 65 | +3,239 | 28.61% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 13,168 | 391 | 0.0% | 0.0% | 66 | -1,421 | -9.74% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 12,036 | 357 | 0.0% | — | 67 | +12,036 | New | Q1 2026 | May 01, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 11,947 | 355 | 0.0% | 0.0% | 68 | +3,628 | 43.61% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 11,865 | 353 | 0.0% | 0.0% | 69 | -1,615 | -11.98% | Q1 2026 | Apr 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 11,700 | 347 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Harbor Advisors LLC | History | No change | 11,517 | 342 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Engineers Gate Manager LP | History | New | 11,452 | 340 | 0.0% | — | 72 | +11,452 | New | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 11,087 | 329 | 0.0% | — | 73 | +11,087 | New | Q1 2026 | May 05, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 10,500 | 312 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 10,076 | 299 | 0.0% | 0.0% | 75 | -7,646 | -43.14% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 9,762 | 290 | 0.0% | 0.0% | 76 | +1,176 | 13.7% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 9,492 | 283 | 0.0% | — | 77 | +9,492 | New | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 9,952 | 280 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 9,051 | 269 | 0.0% | 0.0% | 79 | -1,000 | -9.95% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 8,895 | 264 | 0.0% | 0.0% | 80 | +5,604 | 170.28% | Q1 2026 | May 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 8,192 | 243 | 0.0% | 0.0% | 81 | -223 | -2.65% | Q1 2026 | May 08, 2026 |
| Jump Financial, LLC | History | Reduced | 7,807 | 232 | 0.0% | 0.0% | 82 | -2,193 | -21.93% | Q1 2026 | May 14, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 7,184 | 226 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,100 | 211 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 6,878 | 204 | 0.0% | 0.0% | 85 | -5,256 | -43.32% | Q1 2026 | May 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 6,474 | 203 | 0.01% | 0.01% | 86 | -934 | -12.61% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,676 | 167 | 0.0% | 0.0% | 87 | -6,810 | -54.54% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,565 | 165 | 0.0% | 0.0% | 88 | +136 | 2.51% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,671 | 138 | 0.0% | — | 89 | +4,671 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,312 | 128 | 0.0% | 0.0% | 90 | -8,742 | -66.97% | Q1 2026 | May 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,677 | 109 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,180 | 94 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,086 | 91 | 0.0% | 0.0% | 93 | +2,428 | 369.0% | Q1 2026 | May 15, 2026 |
| Daytona Street Capital LLC | History | No change | 2,564 | 77 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BARCLAYS PLC | History | Reduced | 2,293 | 68 | 0.0% | 0.0% | 95 | -17,156 | -88.21% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 2,259 | 63 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Reduced | 1,673 | 49 | 0.0% | 0.0% | 97 | -4,004 | -70.53% | Q1 2026 | May 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,580 | 46 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,195 | 35 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 1,081 | 32 | 0.0% | 0.0% | 100 | -170 | -13.59% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 1,060 | 31 | 0.0% | 0.0% | 101 | -54 | -4.85% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 906 | 26 | 0.0% | — | 103 | +906 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 890 | 26 | 0.0% | 0.0% | 102 | -57 | -6.02% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 633 | 18 | 0.0% | 0.0% | 104 | -87 | -12.08% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 600 | 17 | 0.0% | 0.0% | 105 | -141 | -19.03% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | New | 475 | 14 | 0.0% | — | 106 | +475 | New | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 433 | 12 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 315 | 9 | 0.0% | 0.0% | 108 | -229 | -42.1% | Q1 2026 | Apr 22, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 277 | 8 | 0.0% | 0.0% | 110 | +85 | 44.27% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 276 | 8 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 187 | 5 | 0.0% | — | 111 | +159 | 567.86% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 5 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Optiver Holding B.V. | History | Added to | 122 | 3 | 0.0% | 0.0% | 113 | +16 | 15.09% | Q1 2026 | Jun 02, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 76 | 2 | 0.0% | 0.0% | 114 | -402 | -84.1% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | New | 68 | 2 | 0.0% | — | 116 | +68 | New | Q1 2026 | Jun 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 95 | 2 | 0.0% | 0.0% | 115 | -8 | -7.77% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | New | 47 | 1 | 0.0% | — | 120 | +47 | New | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 65 | 1 | 0.0% | — | 117 | +36 | 124.14% | Q1 2026 | Apr 07, 2026 |
| Covestor Ltd | History | Reduced | 40 | 1 | 0.0% | 0.0% | 119 | -18 | -31.03% | Q1 2026 | May 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 35 | 1 | 0.0% | — | 118 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -38,798 | -100.0% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,650 | -100.0% | Q1 2026 | Apr 08, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -7,444 | -100.0% | Q1 2026 | May 08, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -368 | -100.0% | Q1 2026 | May 08, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q1 2026 | Apr 30, 2026 |
| GAMMA Investing LLC | History | Reduced | 8 | 0 | — | — | — | -13 | -61.9% | Q1 2026 | Apr 06, 2026 |
| Essential Partners LLC | History | Reduced | 9 | 0 | — | — | — | -9 | -50.0% | Q1 2026 | May 21, 2026 |
| Root Financial Partners, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Reduced | 16 | 0 | — | — | — | -7 | -30.43% | Q1 2026 | May 14, 2026 |
| Westfuller Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | Added to | 9 | 0 | — | — | — | +1 | 12.5% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | Apr 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |