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 | 20,467,603 | 48,712 | 54.89% | 61.17% | 1 | -51,000 | -0.25% | Q1 2026 | May 15, 2026 |
| Koch, Inc. | History | No change | 15,126,917 | 36,002 | 3.91% | 6.41% | 2 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 6,873,282 | 21,032 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 8,760,392 | 20,849 | 0.02% | 0.02% | 4 | -836 | -0.01% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 7,930,821 | 18,875 | 0.0% | 0.0% | 5 | -259,125 | -3.16% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 5,371,136 | 12,783 | 0.0% | — | 6 | +5,371,136 | New | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 3,082,071 | 7,335 | 0.0% | 0.0% | 7 | -539,912 | -14.91% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,738,489 | 6,519 | 0.0% | 0.0% | 8 | +116,563 | 4.45% | Q1 2026 | May 15, 2026 |
| WAFRA INC. | History | No change | 2,500,000 | 5,950 | 100.0% | 100.0% | 9 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Added to | 2,143,679 | 5,101 | 0.0% | 0.0% | 10 | +56,384 | 2.7% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 1,834,415 | 4,365 | 0.01% | 0.02% | 11 | +13,670 | 0.75% | Q1 2026 | May 15, 2026 |
| GRATIA CAPITAL, LLC | History | No change | 1,700,084 | 4,046 | 1.78% | 3.88% | 12 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LM Asset Management Inc. | History | Added to | 1,400,000 | 3,332 | 1.73% | 1.29% | 13 | +866,000 | 162.17% | Q1 2026 | May 11, 2026 |
| Caption Management, LLC | History | Reduced | 1,335,762 | 3,179 | 0.02% | 0.03% | 14 | -4,238 | -0.32% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 1,079,287 | 2,568 | 0.0% | 0.0% | 15 | +1,077,198 | 51565.25% | Q1 2026 | May 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 854,902 | 2,034 | 0.0% | — | 16 | +854,902 | New | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 837,412 | 1,993 | 0.0% | 0.0% | 17 | +17,535 | 2.14% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 791,596 | 1,883 | 0.0% | 0.0% | 18 | +16,962 | 2.19% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 720,650 | 1,715 | 0.0% | — | 19 | +720,650 | New | Q1 2026 | May 08, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 481,240 | 1,143 | 0.0% | 0.0% | 20 | -296,671 | -38.14% | Q1 2026 | May 13, 2026 |
| MACQUARIE GROUP LTD | History | New | 452,533 | 1,077 | 0.01% | — | 21 | +452,533 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 373,101 | 887 | 0.0% | 0.0% | 22 | -322,129 | -46.33% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 356,065 | 847 | 0.0% | 0.0% | 23 | -31,620 | -8.16% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 327,649 | 778 | 0.01% | 0.01% | 24 | +15,000 | 4.8% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 305,085 | 726 | 0.0% | 0.0% | 25 | -143,348 | -31.97% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 293,606 | 698 | 0.0% | 0.0% | 27 | +41,750 | 16.58% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 293,387 | 698 | 0.0% | 0.0% | 26 | -10,130 | -3.34% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 287,131 | 683 | 0.0% | 0.0% | 28 | +11,063 | 4.01% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 243,101 | 578 | 0.0% | 0.0% | 29 | +101,710 | 71.94% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Added to | 240,864 | 573 | 0.0% | 0.0% | 30 | +41,633 | 20.9% | Q1 2026 | Apr 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 235,035 | 559 | 0.0% | 0.0% | 31 | -176,090 | -42.83% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 228,269 | 543 | 0.0% | 0.0% | 32 | +4,169 | 1.86% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 183,396 | 436 | 0.01% | 0.0% | 33 | +126,889 | 224.55% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 158,724 | 377 | 0.0% | 0.0% | 34 | +95,805 | 152.27% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 151,451 | 360 | 0.0% | 0.0% | 35 | -1,182,250 | -88.64% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 117,400 | 359 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 146,934 | 350 | 0.0% | 0.0% | 37 | +32,909 | 28.86% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 145,109 | 345 | 0.0% | 0.0% | 38 | -93,991 | -39.31% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 144,284 | 343 | 0.0% | 0.0% | 39 | -943 | -0.65% | Q1 2026 | May 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 120,090 | 285 | 0.0% | 0.0% | 40 | -77,854 | -39.33% | Q1 2026 | May 08, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 116,868 | 278 | 0.0% | 0.0% | 41 | -3,390 | -2.82% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 108,263 | 257 | 0.0% | 0.0% | 42 | +31,494 | 41.02% | Q1 2026 | May 15, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 92,500 | 220 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Empowered Funds, LLC | History | New | 89,094 | 212 | 0.0% | — | 44 | +89,094 | New | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 86,374 | 205 | 0.0% | 0.0% | 45 | +11,824 | 15.86% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 61,004 | 145 | 0.0% | 0.0% | 46 | +17,803 | 41.21% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 54,248 | 129 | 0.0% | — | 47 | +54,248 | New | Q1 2026 | May 08, 2026 |
| Graham Capital Management, L.P. | History | Added to | 50,741 | 120 | 0.0% | 0.0% | 48 | +539 | 1.07% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 48,800 | 116 | 0.0% | 0.0% | 49 | +21,900 | 81.41% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | Reduced | 46,988 | 111 | 0.0% | 0.0% | 50 | -24,372 | -34.15% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 43,895 | 104 | 0.0% | 0.0% | 51 | +1,054 | 2.46% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 37,287 | 88 | 0.0% | — | 52 | +37,287 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 34,885 | 83 | 0.0% | 0.0% | 53 | -77,019 | -68.83% | Q1 2026 | May 11, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 34,936 | 83 | 0.0% | 0.0% | 54 | -735 | -2.06% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 34,831 | 82 | 0.0% | 0.0% | 55 | -735 | -2.07% | Q1 2026 | May 05, 2026 |
| Greenland Capital Management LP | History | Reduced | 30,000 | 71 | 0.01% | 0.04% | 56 | -108,000 | -78.26% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 28,055 | 66 | 0.0% | 0.0% | 57 | +1,673 | 6.34% | Q1 2026 | May 08, 2026 |
| Jump Financial, LLC | History | New | 26,516 | 63 | 0.0% | — | 59 | +26,516 | New | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 26,566 | 63 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | Reduced | 26,244 | 62 | 0.0% | 0.0% | 60 | -117,657 | -81.76% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 26,347 | 62 | 0.0% | 0.0% | 61 | -3,810 | -12.63% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 25,920 | 61 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 24,058 | 57 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 22,290 | 53 | 0.0% | 0.0% | 64 | -18,164 | -44.9% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 20,185 | 48 | 0.0% | 0.0% | 65 | -33,627 | -62.49% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 19,866 | 47 | 0.0% | 0.0% | 66 | -1,247 | -5.91% | Q1 2026 | May 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 18,894 | 44 | 0.0% | 0.0% | 67 | +608 | 3.32% | Q1 2026 | May 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 18,282 | 43 | 0.0% | 0.0% | 68 | -109,786 | -85.72% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 17,821 | 42 | 0.0% | 0.0% | 69 | -5,144 | -22.4% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | No change | 17,512 | 41 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BBR PARTNERS, LLC | History | No change | 17,000 | 40 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STRS OHIO | History | No change | 16,300 | 38 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 15,787 | 37 | 0.0% | 0.0% | 74 | -19,597 | -55.38% | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | New | 15,701 | 37 | 0.0% | — | 75 | +15,701 | New | Q1 2026 | Apr 30, 2026 |
| CIBC Asset Management Inc | History | No change | 15,803 | 37 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hudson Bay Capital Management LP | History | New | 15,360 | 36 | 0.0% | — | 76 | +15,360 | New | Q1 2026 | May 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 14,100 | 33 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 13,383 | 31 | 0.0% | 0.0% | 78 | -3,485 | -20.66% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Added to | 13,440 | 31 | 0.0% | 0.0% | 79 | +1,138 | 9.25% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 12,989 | 30 | 0.0% | 0.0% | 80 | -86 | -0.66% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,156 | 28 | 0.0% | 0.0% | 81 | +534 | 4.59% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Reduced | 11,473 | 27 | 0.0% | 0.0% | 82 | -10,148 | -46.94% | Q1 2026 | May 12, 2026 |
| Squarepoint Ops LLC | History | New | 11,017 | 26 | 0.0% | — | 83 | +11,017 | New | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 10,149 | 24 | 0.0% | 0.0% | 85 | +6,568 | 183.41% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 10,100 | 24 | 0.0% | 0.0% | 84 | +3,292 | 48.35% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 10,074 | 23 | 0.0% | 0.0% | 86 | +3,646 | 56.72% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,023 | 21 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 8,547 | 20 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 6,065 | 14 | 0.0% | 0.0% | 89 | -52,015 | -89.56% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 6,003 | 14 | 0.0% | 0.0% | 90 | -9,272 | -60.7% | Q1 2026 | Apr 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 4,996 | 11 | 0.0% | 0.0% | 91 | -689 | -12.12% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 4,000 | 9 | 0.0% | 0.0% | 92 | -4,226 | -51.37% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,055 | 7 | 0.0% | 0.0% | 95 | -2,266 | -42.59% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,976 | 7 | 0.0% | 0.0% | 94 | -195 | -6.15% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,194 | 7 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Essential Partners LLC | History | Added to | 1,326 | 3 | 0.0% | 0.0% | 96 | +753 | 131.41% | Q1 2026 | May 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,244 | 2 | 0.0% | 0.0% | 98 | +900 | 261.63% | Q1 2026 | May 14, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 1,000 | 2 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 606 | 1 | 0.0% | 0.0% | 100 | -5,449 | -89.99% | Q1 2026 | May 08, 2026 |
| Private Wealth Management Group, LLC | History | New | 616 | 1 | 0.0% | — | 105 | +616 | New | Q1 2026 | Apr 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 480 | 1 | 0.0% | 0.0% | 103 | -374 | -43.79% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 564 | 1 | 0.0% | 0.0% | 99 | -43 | -7.08% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 430 | 1 | 0.0% | 0.0% | 102 | +12 | 2.87% | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | Added to | 638 | 1 | 0.0% | 0.0% | 104 | +8 | 1.27% | Q1 2026 | Jun 02, 2026 |
| SIGNATUREFD, LLC | History | No change | 459 | 1 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -152,131 | -100.0% | Q1 2026 | May 15, 2026 |
| Portolan Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -119,700 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,715 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -30,182 | -100.0% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -20,843 | -100.0% | Q1 2026 | May 13, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,294 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,027 | -100.0% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -18,032 | -100.0% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,255 | -100.0% | Q1 2026 | Apr 06, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,900 | -100.0% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 43 | 0 | — | 0.0% | — | -893 | -95.41% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -303 | -100.0% | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -253 | -100.0% | Q1 2026 | Jun 02, 2026 |
| MAI Capital Management | History | New | 184 | 0 | — | — | — | +184 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 78 | 0 | — | — | — | -125 | -61.58% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 87 | 0 | — | — | — | +87 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | New | 86 | 0 | — | — | — | +86 | New | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | — | — | -47 | -100.0% | Q1 2026 | May 06, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 46 | 0 | — | — | — | +46 | New | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | Added to | 39 | 0 | — | — | — | +34 | 680.0% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Added to | 35 | 0 | — | — | — | +19 | 118.75% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 23, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 44 | 0 | — | — | — | -3 | -6.38% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 202 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| First Command Advisory Services, Inc. | History | No change | 400 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |