Destiny Tech100 Inc. - DXYZ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Newtyn Management, LLC | History | New | 345,000 | 9,239 | 0.99% | — | 1 | +345,000 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 223,847 | 5,994 | 0.0% | 0.0% | 2 | +137,202 | 158.35% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 207,588 | 5,559 | 0.0% | 0.0% | 3 | +135,595 | 188.34% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 167,973 | 4,498 | 0.0% | 0.0% | 4 | +134,638 | 403.89% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 140,185 | 3,754 | 0.01% | 0.01% | 5 | +85,803 | 157.78% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 139,301 | 3,730 | 0.0% | 0.0% | 6 | -238,244 | -63.1% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 100,822 | 2,699 | 0.0% | 0.0% | 7 | +58,646 | 139.05% | Q1 2026 | May 15, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | New | 82,806 | 2,217 | 0.75% | — | 8 | +82,806 | New | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 63,381 | 1,697 | 0.0% | 0.0% | 9 | +49,773 | 365.76% | Q1 2026 | May 04, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 61,000 | 1,633 | 0.23% | 0.4% | 10 | -9,000 | -12.86% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 58,429 | 1,564 | 0.0% | 0.0% | 11 | +38,550 | 193.92% | Q1 2026 | Apr 27, 2026 |
| Invesco Ltd. | History | Added to | 43,862 | 1,174 | 0.0% | 0.0% | 12 | +15,110 | 52.55% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 40,567 | 1,086 | 0.0% | 0.0% | 13 | +32,671 | 413.77% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Added to | 34,189 | 915 | 0.0% | 0.0% | 14 | +15,136 | 79.44% | Q1 2026 | May 05, 2026 |
| Marex Group plc | History | New | 29,361 | 786 | 0.0% | — | 15 | +29,361 | New | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 28,518 | 763 | 0.0% | 0.0% | 16 | -13,561 | -32.23% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 26,265 | 703 | 0.02% | 0.01% | 17 | +16,665 | 173.59% | Q1 2026 | Apr 21, 2026 |
| Niles Investment Management, LLC | History | New | 24,257 | 649 | 0.58% | — | 18 | +24,257 | New | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 24,095 | 645 | 0.01% | — | 19 | +24,095 | New | Q1 2026 | Apr 20, 2026 |
| Point72 Asset Management, L.P. | History | New | 22,744 | 609 | 0.0% | — | 20 | +22,744 | New | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | New | 18,344 | 597 | 0.05% | — | 21 | +18,344 | New | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Added to | 20,376 | 545 | 0.0% | 0.0% | 22 | +5,283 | 35.0% | Q1 2026 | Apr 24, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 20,252 | 542 | 0.13% | 0.05% | 23 | +13,022 | 180.11% | Q1 2026 | Apr 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 19,672 | 526 | 0.01% | 0.0% | 24 | +6,920 | 54.27% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Added to | 19,415 | 519 | 0.0% | 0.0% | 25 | +7,446 | 62.21% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Reduced | 18,734 | 502 | 0.02% | 0.03% | 26 | -5,522 | -22.77% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 18,583 | 497 | 0.0% | 0.0% | 27 | +6,420 | 52.78% | Q1 2026 | May 14, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 18,000 | 482 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 15,291 | 468 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 17,157 | 459 | 0.0% | 0.0% | 30 | +5,445 | 46.49% | Q1 2026 | May 12, 2026 |
| Garden State Investment Advisory Services LLC | History | New | 16,679 | 446 | 0.1% | — | 31 | +16,679 | New | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | New | 15,660 | 419 | 0.01% | — | 32 | +15,660 | New | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 15,291 | 409 | 0.0% | — | 33 | +15,291 | New | Q1 2026 | May 12, 2026 |
| Genesis Financial Group, LLC | History | Added to | 15,000 | 401 | 0.25% | 0.18% | 34 | +5,000 | 50.0% | Q1 2026 | May 18, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 14,026 | 375 | 0.02% | — | 35 | +14,026 | New | Q1 2026 | Apr 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 13,715 | 364 | 0.11% | 0.11% | 36 | +2,675 | 24.23% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 12,483 | 334 | 0.0% | 0.0% | 37 | +1,250 | 11.13% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | New | 10,630 | 325 | 0.0% | — | 38 | +10,630 | New | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | New | 12,133 | 324 | 0.0% | — | 39 | +12,133 | New | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 11,832 | 316 | 0.0% | 0.0% | 40 | -545 | -4.4% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | New | 11,600 | 310 | 0.01% | — | 41 | +11,600 | New | Q1 2026 | Apr 13, 2026 |
| Mariner, LLC | History | Reduced | 11,010 | 294 | 0.0% | 0.0% | 42 | -3,943 | -26.37% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 10,371 | 277 | 0.0% | 0.0% | 43 | +3,267 | 45.99% | Q1 2026 | May 05, 2026 |
| Gibson Capital, LLC | History | New | 10,000 | 267 | 0.05% | — | 44 | +10,000 | New | Q1 2026 | Apr 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 9,781 | 261 | 0.0% | 0.0% | 45 | +1,994 | 25.61% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 9,196 | 246 | 0.0% | — | 46 | +9,196 | New | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | New | 9,031 | 241 | 0.0% | — | 47 | +9,031 | New | Q1 2026 | Apr 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 8,987 | 240 | 0.01% | 0.01% | 48 | +2,160 | 31.64% | Q1 2026 | Apr 13, 2026 |
| Ignite Planners, LLC | History | New | 8,748 | 234 | 0.04% | — | 49 | +8,748 | New | Q1 2026 | Apr 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 7,867 | 210 | 0.0% | — | 50 | +7,867 | New | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Reduced | 7,633 | 204 | 0.01% | 0.01% | 51 | -214 | -2.73% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,907 | 201 | 0.0% | 0.0% | 52 | +3,067 | 79.87% | Q1 2026 | Apr 07, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 7,500 | 200 | 0.01% | 0.02% | 53 | -7,500 | -50.0% | Q1 2026 | Apr 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,962 | 186 | 0.0% | 0.0% | 54 | +1,870 | 36.72% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,280 | 131 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 3,741 | 100 | 0.07% | — | 56 | +3,741 | New | Q1 2026 | Apr 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,400 | 92 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Coston, McIsaac & Partners | History | New | 3,262 | 87 | 0.02% | — | 58 | +3,262 | New | Q1 2026 | Apr 22, 2026 |
| Chung Wu Investment Group, LLC | History | New | 3,000 | 80 | 0.07% | — | 59 | +3,000 | New | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | New | 2,516 | 67 | 0.0% | — | 60 | +2,516 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 2,231 | 59 | 0.0% | 0.0% | 61 | +35 | 1.59% | Q1 2026 | May 14, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | New | 1,660 | 44 | 0.02% | — | 62 | +1,660 | New | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,582 | 42 | 0.0% | 0.0% | 63 | +863 | 120.03% | Q1 2026 | Jun 02, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,439 | 38 | 0.0% | 0.0% | 64 | +817 | 131.35% | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | No change | 1,384 | 37 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | New | 1,175 | 31 | 0.0% | — | 66 | +1,175 | New | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | New | 1,163 | 31 | 0.0% | — | 67 | +1,163 | New | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,078 | 28 | 0.0% | 0.0% | 68 | +378 | 54.0% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | New | 1,000 | 26 | 0.0% | — | 70 | +1,000 | New | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 980 | 26 | 0.0% | 0.0% | 69 | +332 | 51.23% | Q1 2026 | May 04, 2026 |
| Sunbelt Securities, Inc. | History | No change | 900 | 24 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 740 | 19 | 0.0% | 0.0% | 72 | +535 | 260.98% | Q1 2026 | May 11, 2026 |
| Trask Adam Roland | History | New | 640 | 17 | 0.02% | — | 74 | +640 | New | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | No change | 640 | 17 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Reduced | 570 | 15 | 0.0% | 0.0% | 75 | -630 | -52.5% | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | New | 500 | 13 | 0.0% | — | 78 | +500 | New | Q1 2026 | Apr 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 510 | 13 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MCF Advisors LLC | History | No change | 500 | 13 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 470 | 12 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Hickory Point Bank & Trust | History | New | 400 | 10 | 0.01% | — | 82 | +400 | New | Q1 2026 | Apr 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 387 | 10 | 0.0% | 0.0% | 80 | +76 | 24.44% | Q1 2026 | May 08, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 286 | 10 | 0.0% | 0.0% | 81 | +8 | 2.88% | Q1 2026 | May 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 350 | 9 | 0.01% | 0.0% | 85 | +250 | 250.0% | Q1 2026 | Apr 17, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 365 | 9 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TD Capital Management LLC | History | No change | 346 | 9 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | New | 326 | 8 | 0.0% | — | 88 | +326 | New | Q1 2026 | May 08, 2026 |
| Noble Wealth Management PBC | History | New | 300 | 8 | 0.0% | — | 89 | +300 | New | Q1 2026 | Apr 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 300 | 8 | 0.0% | — | 86 | +293 | 4185.71% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | No change | 322 | 8 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 263 | 7 | 0.0% | 0.0% | 90 | -1,009 | -79.32% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | Added to | 280 | 7 | 0.0% | 0.0% | 92 | +200 | 250.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 295 | 7 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 250 | 7 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ankerstar Wealth, LLC | History | No change | 278 | 7 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 250 | 6 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 230 | 6 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | New | 220 | 5 | 0.0% | — | 97 | +220 | New | Q1 2026 | May 15, 2026 |
| Pacific Center for Financial Services | History | New | 200 | 5 | 0.0% | — | 98 | +200 | New | Q1 2026 | May 12, 2026 |
| SOA Wealth Advisors, LLC. | History | New | 200 | 5 | 0.0% | — | 100 | +200 | New | Q1 2026 | May 20, 2026 |
| MRP Capital Investments, LLC | History | New | 200 | 5 | 0.0% | — | 101 | +200 | New | Q1 2026 | May 14, 2026 |
| Scarborough Advisors, LLC | History | New | 189 | 5 | 0.0% | — | 99 | +189 | New | Q1 2026 | May 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 186 | 4 | 0.0% | — | 106 | +186 | New | Q1 2026 | Apr 10, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 175 | 4 | 0.0% | — | 105 | +175 | New | Q1 2026 | Apr 30, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 165 | 4 | 0.0% | — | 104 | +165 | New | Q1 2026 | Apr 14, 2026 |
| Blue Trust, Inc. | History | Added to | 170 | 4 | 0.0% | 0.0% | 103 | +125 | 277.78% | Q1 2026 | Apr 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 180 | 4 | 0.0% | 0.0% | 102 | +30 | 20.0% | Q1 2026 | Apr 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 121 | 3 | 0.0% | 0.0% | 107 | +20 | 19.8% | Q1 2026 | May 14, 2026 |
| Stone House Investment Management, LLC | History | New | 100 | 2 | 0.0% | — | 113 | +100 | New | Q1 2026 | Apr 22, 2026 |
| HHM Wealth Advisors, LLC | History | New | 100 | 2 | 0.0% | — | 114 | +100 | New | Q1 2026 | Apr 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 100 | 2 | 0.0% | — | 115 | +100 | New | Q1 2026 | Apr 23, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 100 | 2 | 0.0% | — | 116 | +100 | New | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 75 | 2 | 0.0% | — | 112 | +75 | New | Q1 2026 | Apr 15, 2026 |
| Trust Co | History | Added to | 104 | 2 | 0.0% | 0.0% | 108 | +39 | 60.0% | Q1 2026 | Apr 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 100 | 2 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 95 | 2 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 80 | 2 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 38 | 1 | 0.0% | 0.0% | 118 | -500 | -92.94% | Q1 2026 | Apr 07, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 74 | 1 | 0.0% | — | 120 | +74 | New | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 50 | 1 | 0.0% | — | 121 | +50 | New | Q1 2026 | Apr 28, 2026 |
| Private Wealth Management Group, LLC | History | New | 42 | 1 | 0.0% | — | 122 | +42 | New | Q1 2026 | Apr 23, 2026 |
| Wall Street Financial Group, Inc. | History | New | 39 | 1 | 0.0% | — | 123 | +39 | New | Q1 2026 | May 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 50 | 1 | 0.0% | — | 117 | +30 | 150.0% | Q1 2026 | May 12, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -9,931 | -100.0% | Q1 2026 | May 15, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,780 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,380 | -100.0% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 04, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 10 | 0 | — | 0.01% | — | -200 | -95.24% | Q1 2026 | Apr 29, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 13, 2026 |
| Darwin Wealth Management, LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q1 2026 | May 01, 2026 |
| Investors Research Corp | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | Apr 03, 2026 |
| Spire Wealth Management | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | Apr 22, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | May 14, 2026 |
| Anfield Capital Management, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 17, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |