Coherus Oncology, Inc. - CHRS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 10,562,709 | 14,999 | 0.0% | 0.0% | 1 | +102,723 | 0.98% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 10,028,893 | 14,241 | 0.0% | 0.0% | 2 | -292,214 | -2.83% | Q4 2025 | Jan 29, 2026 |
| Kohlberg Kravis Roberts & Co. L.P. | History | No change | 3,036,076 | 4,246 | 0.07% | 0.08% | 3 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,745,246 | 3,898 | 0.0% | 0.0% | 4 | +4,020 | 0.15% | Q4 2025 | Feb 09, 2026 |
| TANG CAPITAL MANAGEMENT LLC | History | Reduced | 2,724,509 | 3,868 | 0.19% | 0.32% | 5 | -2,372,853 | -46.55% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 2,223,396 | 3,157 | 0.0% | 0.0% | 6 | +20 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CM Management, LLC | History | No change | 2,100,000 | 2,982 | 2.51% | 2.87% | 7 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| C WorldWide Group Holding A/S | History | No change | 1,928,464 | 2,738 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 1,620,271 | 2,300 | 0.01% | 0.01% | 9 | +244,303 | 17.75% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 935,239 | 1,328 | 0.0% | 0.0% | 10 | -57,853 | -5.83% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 899,999 | 1,278 | 0.0% | — | 11 | +899,999 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 885,720 | 1,257 | 0.0% | 0.0% | 12 | -17,317 | -1.92% | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 835,000 | 1,185 | 0.0% | 0.0% | 13 | +25,000 | 3.09% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 793,313 | 1,126 | 0.0% | 0.0% | 14 | -57,105 | -6.71% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 660,451 | 937 | 0.0% | — | 15 | +660,451 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 629,410 | 893 | 0.0% | 0.0% | 16 | +392,030 | 165.15% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 610,803 | 867 | 0.0% | 0.0% | 17 | -185,138 | -23.26% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 503,875 | 715 | 0.0% | 0.0% | 18 | +468,163 | 1310.94% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 477,481 | 678 | 0.06% | — | 19 | +477,481 | New | Q4 2025 | Feb 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 441,000 | 626 | 0.01% | 0.01% | 20 | +186,000 | 72.94% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 395,190 | 561 | 0.0% | 0.0% | 21 | +69,565 | 21.36% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 382,241 | 542 | 0.0% | 0.0% | 22 | -77,372 | -16.83% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 380,033 | 539 | 0.0% | 0.0% | 23 | +119,041 | 45.61% | Q4 2025 | Feb 19, 2026 |
| BARCLAYS PLC | History | Added to | 345,573 | 490 | 0.0% | 0.0% | 24 | +52,381 | 17.87% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | No change | 324,000 | 460 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 307,600 | 436 | 0.0% | 0.0% | 27 | +295,100 | 2360.8% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 307,137 | 436 | 0.0% | 0.0% | 26 | -75,643 | -19.76% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 290,863 | 413 | 0.0% | 0.0% | 28 | -85,822 | -22.78% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 248,394 | 352 | 0.0% | 0.0% | 29 | +18,037 | 7.83% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 228,225 | 324 | 0.0% | 0.0% | 30 | -46,486 | -16.92% | Q4 2025 | Feb 12, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 220,868 | 313 | 0.05% | 0.06% | 31 | +25,000 | 12.76% | Q4 2025 | Jan 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 213,590 | 303 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 210,379 | 298 | 0.0% | 0.0% | 33 | +76,629 | 57.29% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 192,856 | 273 | 0.0% | 0.0% | 34 | -51,239 | -20.99% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Added to | 166,797 | 236 | 0.01% | 0.01% | 35 | +69,621 | 71.64% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 131,360 | 223 | 0.0% | 0.0% | 36 | +43,415 | 49.37% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 153,100 | 217 | 0.0% | 0.0% | 37 | -376,055 | -71.07% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 137,900 | 195 | 0.0% | 0.0% | 38 | +113,800 | 472.2% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 131,476 | 186 | 0.0% | 0.0% | 39 | -23,800 | -15.33% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 117,975 | 167 | 0.0% | 0.0% | 40 | +41,902 | 55.08% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 116,244 | 165 | 0.0% | 0.0% | 41 | -12,179 | -9.48% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 111,703 | 158 | 0.0% | 0.0% | 42 | +35,900 | 47.36% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 98,541 | 139 | 0.0% | 0.0% | 43 | -210,600 | -68.12% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 94,369 | 135 | 0.0% | 0.0% | 44 | +2,370 | 2.58% | Q4 2025 | Mar 20, 2026 |
| Squarepoint Ops LLC | History | New | 92,756 | 131 | 0.0% | — | 45 | +92,756 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | No change | 90,000 | 127 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| MARSHALL WACE, LLP | History | New | 85,464 | 121 | 0.0% | — | 47 | +85,464 | New | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 79,128 | 112 | 0.0% | 0.0% | 48 | +15,751 | 24.85% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | New | 76,629 | 108 | 0.0% | — | 49 | +76,629 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 71,762 | 101 | 0.0% | 0.0% | 50 | -46,221 | -39.18% | Q4 2025 | Feb 11, 2026 |
| SteelPeak Wealth, LLC | History | No change | 69,000 | 97 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 59,613 | 85 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 51,156 | 72 | 0.0% | 0.0% | 53 | -56,445 | -52.46% | Q4 2025 | Feb 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 51,640 | 72 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 49,275 | 69 | 0.0% | 0.0% | 55 | -5 | -0.01% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 48,061 | 68 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 44,808 | 63 | 0.0% | 0.0% | 57 | -906 | -1.98% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 43,679 | 62 | 0.0% | 0.0% | 58 | -6,344 | -12.68% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Added to | 40,334 | 57 | 0.0% | 0.0% | 59 | +4,902 | 13.83% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 37,207 | 52 | 0.0% | 0.0% | 60 | -25,949 | -41.09% | Q4 2025 | Feb 11, 2026 |
| SG Americas Securities, LLC | History | Added to | 34,436 | 49 | 0.0% | 0.0% | 61 | +22,492 | 188.31% | Q4 2025 | Jan 09, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 34,838 | 49 | 0.0% | 0.0% | 62 | +373 | 1.08% | Q4 2025 | Feb 13, 2026 |
| Carr Financial Group Corp | History | No change | 35,195 | 49 | 0.01% | 0.02% | 63 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 34,098 | 48 | 0.0% | — | 64 | +34,098 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 33,708 | 45 | 0.0% | 0.0% | 65 | +5,322 | 18.75% | Q4 2025 | Jan 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 28,230 | 40 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Diversified Trust Co | History | No change | 28,159 | 39 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| ProShare Advisors LLC | History | Added to | 24,718 | 35 | 0.0% | 0.0% | 69 | +6,583 | 36.3% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 25,196 | 35 | 0.0% | 0.0% | 68 | -1,424 | -5.35% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 20,593 | 29 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 20,000 | 28 | 0.0% | — | 71 | +20,000 | New | Q4 2025 | Jan 29, 2026 |
| China Universal Asset Management Co., Ltd. | History | New | 19,696 | 27 | 0.0% | — | 74 | +19,696 | New | Q4 2025 | Jan 29, 2026 |
| Bronte Capital Management Pty Ltd. | History | New | 19,282 | 27 | 0.0% | — | 72 | +19,282 | New | Q4 2025 | Feb 03, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 19,288 | 27 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 19,000 | 26 | 0.0% | — | 75 | +19,000 | New | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 16,971 | 24 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 16,593 | 23 | 0.0% | 0.0% | 77 | +2,847 | 20.71% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 16,131 | 22 | 0.0% | 0.0% | 78 | -18 | -0.11% | Q4 2025 | Jan 20, 2026 |
| Providence Wealth Advisors, LLC | History | No change | 15,000 | 21 | 0.01% | 0.02% | 79 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sagewood Asset Management LP | History | New | 14,732 | 20 | 0.01% | — | 81 | +14,732 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Group, Ltd. | History | New | 14,195 | 20 | 0.02% | — | 82 | +14,195 | New | Q4 2025 | Jan 22, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 14,587 | 20 | 0.0% | 0.0% | 80 | -119 | -0.81% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 12,951 | 18 | 0.0% | 0.0% | 83 | -4,157 | -24.3% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 13,114 | 18 | 0.0% | 0.0% | 84 | +2,352 | 21.85% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 11,835 | 16 | 0.0% | — | 85 | +11,835 | New | Q4 2025 | Feb 13, 2026 |
| Endowment Wealth Management, Inc. | History | New | 11,521 | 16 | 0.01% | — | 86 | +11,521 | New | Q4 2025 | Feb 09, 2026 |
| EFG International AG | History | New | 11,500 | 16 | 0.0% | — | 87 | +11,500 | New | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | New | 11,002 | 15 | 0.0% | — | 88 | +11,002 | New | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | New | 10,890 | 15 | 0.0% | — | 89 | +10,890 | New | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 10,527 | 14 | 0.0% | — | 90 | +10,527 | New | Q4 2025 | Feb 12, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 10,366 | 14 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Legal & General Group Plc | History | No change | 9,272 | 13 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,819 | 13 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 8,784 | 12 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 8,099 | 11 | 0.0% | 0.0% | 96 | +1,043 | 14.78% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 7,843 | 11 | 0.0% | 0.0% | 95 | -479 | -5.76% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 7,350 | 10 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 6,529 | 9 | 0.0% | 0.0% | 98 | -1,452 | -18.19% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 5,874 | 8 | 0.0% | — | 99 | +5,874 | New | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,075 | 7 | 0.0% | — | 100 | +5,075 | New | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Added to | 5,144 | 7 | 0.0% | 0.0% | 101 | +3,300 | 178.96% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,353 | 6 | 0.0% | 0.0% | 102 | -672 | -13.37% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,332 | 5 | 0.0% | 0.0% | 103 | -277 | -7.68% | Q4 2025 | Feb 05, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | New | 2,301 | 3 | 0.0% | — | 105 | +2,301 | New | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,479 | 3 | 0.0% | 0.0% | 104 | +544 | 28.11% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 2,012 | 2 | 0.0% | — | 108 | +2,012 | New | Q4 2025 | Jan 23, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 1,940 | 2 | 0.0% | — | 106 | +1,461 | 305.01% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,675 | 2 | 0.0% | 0.0% | 107 | -169 | -9.16% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 724 | 1 | 0.0% | 0.0% | 110 | -1 | -0.14% | Q4 2025 | Feb 03, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,000 | 1 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SWAN Capital LLC | History | No change | 1,300 | 1 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -899,999 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63,678 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -42,986 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -18,172 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -15,572 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,980 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Riverview Capital Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,946 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arax Advisory Partners | History | Reduced | 22 | 0 | — | 0.0% | — | -7,289 | -99.7% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 269 | 0 | — | 0.0% | — | -886 | -76.71% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | New | 407 | 0 | — | — | — | +407 | New | Q4 2025 | Jan 05, 2026 |
| IFP Advisors, Inc | History | Added to | 678 | 0 | — | — | — | +291 | 75.19% | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | New | 88 | 0 | — | — | — | +88 | New | Q4 2025 | Jan 21, 2026 |
| True Wealth Design, LLC | History | Added to | 296 | 0 | — | — | — | +76 | 34.55% | Q4 2025 | Jan 08, 2026 |
| Allworth Financial LP | History | New | 62 | 0 | — | — | — | +62 | New | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 59 | 0 | — | — | — | +59 | New | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 20, 2026 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Jan 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 574 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 123 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 324 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Avion Wealth | History | No change | 660 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |