Claros Mortgage Trust, Inc. - CMTG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Hyundai Investments Co., Ltd. | History | Reduced | 20,373,331 | 47,877 | 51.86% | 54.89% | 1 | -94,272 | -0.46% | Q2 2026 | Aug 14, 2026 |
| Koch, Inc. | History | No change | 15,126,917 | 35,548 | 3.25% | 3.91% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 8,757,139 | 20,579 | 0.01% | 0.02% | 3 | -3,253 | -0.04% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 8,509,252 | 19,996 | 0.0% | 0.0% | 4 | +578,431 | 7.29% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 5,703,052 | 13,402 | 0.0% | 0.0% | 5 | +331,916 | 6.18% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,830,457 | 6,653 | 0.0% | 0.0% | 6 | +91,968 | 3.36% | Q2 2026 | Aug 12, 2026 |
| WAFRA INC. | History | No change | 2,500,000 | 5,875 | 100.0% | 100.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 2,238,789 | 5,261 | 0.0% | 0.0% | 8 | -843,282 | -27.36% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 2,232,821 | 5,247 | 0.0% | 0.0% | 9 | +89,142 | 4.16% | Q2 2026 | Aug 07, 2026 |
| LM Asset Management Inc. | History | Added to | 1,846,000 | 4,338 | 2.69% | 1.73% | 10 | +446,000 | 31.86% | Q2 2026 | Aug 11, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 1,644,895 | 3,865 | 0.01% | 0.01% | 11 | -189,520 | -10.33% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 1,404,469 | 3,300 | 0.0% | 0.0% | 12 | +325,182 | 30.13% | Q2 2026 | Aug 03, 2026 |
| GRATIA CAPITAL, LLC | History | Reduced | 1,301,212 | 3,057 | 1.85% | 1.78% | 13 | -398,872 | -23.46% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | New | 1,110,156 | 2,608 | 0.0% | — | 14 | +1,110,156 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 870,049 | 2,044 | 0.0% | 0.0% | 15 | +496,948 | 133.19% | Q2 2026 | Sep 02, 2026 |
| NORTHERN TRUST CORP | History | Added to | 858,888 | 2,018 | 0.0% | 0.0% | 16 | +67,292 | 8.5% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 844,983 | 1,985 | 0.0% | 0.0% | 17 | -9,919 | -1.16% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 815,946 | 1,917 | 0.0% | 0.0% | 18 | +95,296 | 13.22% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 582,629 | 1,369 | 0.0% | 0.0% | 19 | -254,783 | -30.43% | Q2 2026 | Aug 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 452,533 | 1,063 | 0.0% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 389,708 | 915 | 0.0% | 0.0% | 21 | +102,577 | 35.72% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 360,224 | 846 | 0.0% | 0.0% | 22 | +119,360 | 49.55% | Q2 2026 | Aug 11, 2026 |
| Brevan Howard Capital Management LP | History | No change | 327,649 | 765 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 307,006 | 721 | 0.0% | 0.0% | 24 | +13,619 | 4.64% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 273,516 | 631 | 0.0% | 0.0% | 25 | -31,569 | -10.35% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 214,045 | 503 | 0.0% | 0.0% | 26 | -20,990 | -8.93% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Reduced | 192,910 | 453 | 0.0% | 0.0% | 27 | -50,191 | -20.65% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 174,489 | 411 | 0.0% | 0.0% | 28 | +27,555 | 18.75% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 174,000 | 408 | 0.0% | 0.0% | 29 | -54,269 | -23.77% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 166,889 | 392 | 0.02% | — | 30 | +166,889 | New | Q2 2026 | Aug 06, 2026 |
| Caption Management, LLC | History | Reduced | 140,207 | 329 | 0.0% | 0.02% | 31 | -1,195,555 | -89.5% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 131,600 | 313 | 0.0% | 0.0% | 32 | +14,200 | 12.1% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 130,900 | 307 | 0.0% | 0.0% | 33 | -14,209 | -9.79% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 121,193 | 283 | 0.0% | 0.0% | 34 | -360,047 | -74.82% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 117,290 | 275 | 0.0% | 0.0% | 35 | -238,775 | -67.06% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 117,425 | 275 | 0.0% | 0.0% | 36 | -26,859 | -18.62% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 116,197 | 273 | 0.0% | 0.0% | 37 | -671 | -0.57% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 103,324 | 242 | 0.0% | 0.0% | 38 | -55,400 | -34.9% | Q2 2026 | Aug 14, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 92,500 | 217 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 89,355 | 209 | 0.0% | 0.0% | 40 | +2,981 | 3.45% | Q2 2026 | Aug 07, 2026 |
| Empowered Funds, LLC | History | Reduced | 88,527 | 208 | 0.0% | 0.0% | 41 | -567 | -0.64% | Q2 2026 | Aug 14, 2026 |
| FNY Investment Advisers, LLC | History | New | 87,491 | 205 | 0.07% | — | 43 | +87,491 | New | Q2 2026 | Jul 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 87,581 | 205 | 0.0% | 0.0% | 42 | -20,682 | -19.1% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 80,632 | 189 | 0.0% | 0.0% | 44 | +45,747 | 131.14% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | Added to | 71,350 | 167 | 0.0% | 0.0% | 45 | +24,362 | 51.85% | Q2 2026 | Aug 12, 2026 |
| Graham Capital Management, L.P. | History | Added to | 61,798 | 145 | 0.0% | 0.0% | 46 | +11,057 | 21.79% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 59,830 | 140 | 0.0% | 0.0% | 47 | +39,645 | 196.41% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 55,327 | 130 | 0.0% | 0.0% | 48 | +27,272 | 97.21% | Q2 2026 | Aug 06, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 54,248 | 127 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 50,192 | 117 | 0.0% | 0.0% | 50 | +27,902 | 125.18% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 46,815 | 110 | 0.0% | 0.0% | 51 | -14,189 | -23.26% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 44,343 | 104 | 0.0% | 0.0% | 52 | +448 | 1.02% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 33,372 | 78 | 0.0% | 0.0% | 54 | -1,459 | -4.19% | Q2 2026 | Jul 28, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 33,506 | 78 | 0.0% | 0.0% | 53 | -1,430 | -4.09% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 30,516 | 71 | 0.0% | 0.0% | 55 | +4,169 | 15.82% | Q2 2026 | Sep 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 27,104 | 63 | 0.0% | 0.0% | 56 | +11,317 | 71.69% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 26,566 | 62 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 25,920 | 60 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 24,700 | 58 | 0.0% | 0.0% | 59 | -24,100 | -49.39% | Q2 2026 | Aug 13, 2026 |
| BBR PARTNERS, LLC | History | Added to | 25,000 | 58 | 0.0% | 0.0% | 60 | +8,000 | 47.06% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Added to | 24,025 | 56 | 0.0% | 0.0% | 61 | +10,585 | 78.76% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 24,058 | 56 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 23,070 | 54 | 0.0% | 0.0% | 63 | +4,176 | 22.1% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | Reduced | 22,960 | 53 | 0.0% | 0.01% | 64 | -160,436 | -87.48% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 22,386 | 52 | 0.0% | — | 65 | +22,386 | New | Q2 2026 | Jul 17, 2026 |
| BARCLAYS PLC | History | Reduced | 19,555 | 45 | 0.0% | 0.0% | 66 | -6,689 | -25.49% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 17,753 | 42 | 0.0% | 0.0% | 67 | +14,777 | 496.54% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 17,821 | 42 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 17,011 | 39 | 0.0% | 0.0% | 69 | -20,276 | -54.38% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 16,300 | 38 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,634 | 37 | 0.0% | 0.0% | 71 | +4,478 | 36.84% | Q2 2026 | Jul 15, 2026 |
| Ascent Group, LLC | History | New | 15,552 | 36 | 0.0% | — | 72 | +15,552 | New | Q2 2026 | Aug 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 14,289 | 33 | 0.0% | — | 74 | +14,289 | New | Q2 2026 | Aug 19, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 14,466 | 33 | 0.0% | 0.0% | 73 | -5,400 | -27.18% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 12,684 | 29 | 0.0% | 0.0% | 76 | +1,211 | 10.56% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 12,608 | 29 | 0.0% | 0.0% | 75 | -775 | -5.79% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 12,070 | 28 | 0.0% | 0.0% | 77 | -919 | -7.08% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | New | 11,554 | 27 | 0.0% | — | 78 | +11,554 | New | Q2 2026 | Aug 04, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 10,206 | 23 | 0.0% | 0.0% | 80 | +132 | 1.31% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 10,100 | 23 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,023 | 21 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 8,547 | 20 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 7,939 | 18 | 0.0% | 0.0% | 83 | +1,874 | 30.9% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 6,378 | 14 | 0.0% | — | 85 | +6,339 | 16253.85% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 6,366 | 14 | 0.0% | 0.0% | 84 | -3,783 | -37.27% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,233 | 7 | 0.0% | 0.0% | 86 | +39 | 1.22% | Q2 2026 | Aug 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,940 | 4 | 0.0% | 0.0% | 87 | -1,115 | -36.5% | Q2 2026 | Jul 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,293 | 3 | 0.0% | 0.0% | 88 | -3,703 | -74.12% | Q2 2026 | Aug 24, 2026 |
| Global Retirement Partners, LLC | History | New | 1,163 | 2 | 0.0% | — | 90 | +1,163 | New | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | Added to | 1,259 | 2 | 0.0% | 0.0% | 89 | +829 | 192.79% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Reduced | 722 | 1 | 0.0% | 0.0% | 95 | -604 | -45.55% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 688 | 1 | 0.0% | 0.0% | 93 | +208 | 43.33% | Q2 2026 | Jul 24, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 514 | 1 | 0.0% | 0.0% | 94 | -102 | -16.56% | Q2 2026 | Jul 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 596 | 1 | 0.0% | 0.0% | 91 | +32 | 5.67% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 606 | 1 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -293,606 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -151,451 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120,090 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Greenland Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -30,000 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,516 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -18,282 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -17,512 | -100.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -15,803 | -100.0% | Q2 2026 | Aug 03, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,701 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,360 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -14,100 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,017 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,003 | -100.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Cranbrook Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 344 | 0 | — | 0.0% | — | -900 | -72.35% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -459 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Optiver Holding B.V. | History | Reduced | 334 | 0 | — | 0.0% | — | -304 | -47.65% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | New | 276 | 0 | — | — | — | +276 | New | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -184 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 212 | 0 | — | — | — | +169 | 393.02% | Q2 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | — | — | -87 | -100.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 171 | 0 | — | — | — | +85 | 98.84% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | Added to | 118 | 0 | — | — | — | +83 | 237.14% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | New | 80 | 0 | — | — | — | +80 | New | Q2 2026 | Jul 07, 2026 |
| Parallel Advisors, LLC | History | New | 79 | 0 | — | — | — | +79 | New | Q2 2026 | Aug 05, 2026 |
| True Wealth Design, LLC | History | New | 78 | 0 | — | — | — | +78 | New | Q2 2026 | Jul 16, 2026 |
| IFP Advisors, Inc | History | Reduced | 22 | 0 | — | — | — | -56 | -71.79% | Q2 2026 | Jul 20, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -46 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 28 | 0 | — | — | — | +20 | 250.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 30 | 0 | — | — | — | -14 | -31.82% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 14 | 0 | — | — | — | +13 | 1300.0% | Q2 2026 | Aug 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 202 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First Command Advisory Services, Inc. | History | No change | 400 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |