Eagle Point Credit Co Inc. - ECC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STONE POINT CAPITAL LLC | History | No change | 5,822,728 | 21,660 | 100.0% | 100.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | Reduced | 5,003,226 | 18,612 | 0.0% | 0.0% | 2 | -410,303 | -7.58% | Q2 2026 | Aug 13, 2026 |
| ARES MANAGEMENT LLC | History | Added to | 1,198,419 | 4,458 | 0.19% | 0.27% | 3 | +127,271 | 11.88% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 955,629 | 3,650 | 0.22% | 0.11% | 4 | +558,202 | 140.45% | Q2 2026 | Jul 22, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 919,234 | 3,419 | 0.09% | 0.1% | 5 | +2,945 | 0.32% | Q2 2026 | Jul 31, 2026 |
| Blackstone Inc. | History | Added to | 815,000 | 3,031 | 0.01% | 0.01% | 6 | +65,000 | 8.67% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | Added to | 654,960 | 2,436 | 0.09% | 0.11% | 7 | +3,195 | 0.49% | Q2 2026 | Jul 23, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 348,534 | 1,296 | 0.3% | 0.48% | 8 | -119,280 | -25.5% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 320,456 | 1,192 | 0.02% | — | 9 | +320,456 | New | Q2 2026 | Jul 21, 2026 |
| &PARTNERS | History | Reduced | 282,599 | 1,051 | 0.0% | 0.01% | 10 | -4,622 | -1.61% | Q2 2026 | Aug 14, 2026 |
| IAT REINSURANCE CO LTD. | History | No change | 120,000 | 955 | 0.57% | 0.91% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 243,540 | 905 | 0.0% | 0.0% | 12 | -442 | -0.18% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 212,626 | 790 | 0.0% | 0.0% | 13 | +33,051 | 18.41% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 205,748 | 765 | 0.0% | 0.0% | 14 | +6,171 | 3.09% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Reduced | 199,911 | 743 | 0.01% | 0.02% | 15 | -39,815 | -16.61% | Q2 2026 | Aug 14, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 192,533 | 716 | 0.14% | 0.06% | 16 | +120,824 | 168.49% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 191,366 | 711 | 0.0% | 0.0% | 17 | +12,086 | 6.74% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 185,341 | 689 | 0.0% | 0.0% | 18 | -46,757 | -20.15% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 168,903 | 628 | 0.0% | 0.0% | 19 | +26,338 | 18.47% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 125,945 | 469 | 0.01% | 0.02% | 20 | -51,841 | -29.16% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | Added to | 118,310 | 440 | 0.0% | 0.0% | 21 | +1,415 | 1.21% | Q2 2026 | Aug 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 115,347 | 429 | 0.02% | 0.02% | 22 | +1,868 | 1.65% | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 100,414 | 373 | 0.0% | 0.0% | 23 | -10,980 | -9.86% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 99,893 | 371 | 0.0% | 0.01% | 24 | +3,220 | 3.33% | Q2 2026 | Jul 22, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 13,720 | 343 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 90,542 | 336 | 0.18% | 0.22% | 26 | +3,292 | 3.77% | Q2 2026 | Aug 05, 2026 |
| Balboa Wealth Partners | History | Reduced | 87,538 | 325 | 0.04% | 0.06% | 27 | -2,365 | -2.63% | Q2 2026 | Aug 10, 2026 |
| Marex Group Ltd | History | New | 80,040 | 297 | 0.0% | — | 28 | +80,040 | New | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 77,518 | 288 | 0.0% | 0.0% | 29 | -5,299 | -6.4% | Q2 2026 | Jul 28, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Reduced | 76,721 | 285 | 0.0% | 0.01% | 30 | -178,814 | -69.98% | Q2 2026 | Aug 10, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 74,980 | 278 | 0.09% | 0.2% | 31 | -72,314 | -49.1% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | Reduced | 72,433 | 269 | 0.0% | 0.0% | 32 | -259 | -0.36% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 56,624 | 210 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 49,829 | 185 | 0.0% | 0.0% | 34 | -1,049 | -2.06% | Q2 2026 | Sep 02, 2026 |
| Strategic Wealth Partners, Ltd. | History | New | 48,000 | 178 | 0.01% | — | 35 | +48,000 | New | Q2 2026 | Aug 12, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | New | 48,000 | 178 | 0.1% | — | 36 | +48,000 | New | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 46,306 | 172 | 0.0% | 0.0% | 37 | -3,136 | -6.34% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | Added to | 43,607 | 162 | 0.0% | 0.0% | 38 | +22,498 | 106.58% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 43,023 | 160 | 0.0% | 0.0% | 39 | +2,053 | 5.01% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 40,600 | 151 | 0.0% | 0.0% | 40 | +2,000 | 5.18% | Q2 2026 | Aug 12, 2026 |
| Global Assets Advisory, LLC | History | New | 39,870 | 150 | 0.03% | — | 41 | +39,870 | New | Q2 2026 | Jul 27, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 39,249 | 146 | 0.03% | 0.04% | 42 | -6,827 | -14.82% | Q2 2026 | Jul 09, 2026 |
| Mariner, LLC | History | Reduced | 37,234 | 138 | 0.0% | 0.0% | 43 | -6,482 | -14.83% | Q2 2026 | Aug 13, 2026 |
| Attessa Capital LLC | History | New | 36,175 | 134 | 0.06% | — | 44 | +36,175 | New | Q2 2026 | Jul 07, 2026 |
| Ferguson Shapiro LLC | History | Added to | 34,110 | 126 | 0.04% | 0.04% | 45 | +1,486 | 4.55% | Q2 2026 | Jul 09, 2026 |
| DOCK STREET ASSET MANAGEMENT INC | History | No change | 32,954 | 122 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Retirement Partners, LLC | History | New | 31,499 | 117 | 0.0% | — | 48 | +31,499 | New | Q2 2026 | Aug 06, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 31,636 | 117 | 0.0% | 0.0% | 47 | +112 | 0.36% | Q2 2026 | Jul 31, 2026 |
| NOMURA HOLDINGS INC | History | New | 29,178 | 108 | 0.0% | — | 49 | +29,178 | New | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 28,117 | 104 | 0.0% | 0.01% | 50 | -43,639 | -60.82% | Q2 2026 | Jul 28, 2026 |
| Ballentine Partners, LLC | History | Added to | 27,532 | 102 | 0.0% | 0.0% | 51 | +3,263 | 13.45% | Q2 2026 | Jul 17, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 26,650 | 96 | 0.0% | 0.0% | 52 | -8,956 | -25.15% | Q2 2026 | Jul 29, 2026 |
| RPg Family Wealth Advisory, LLC | History | New | 24,463 | 91 | 0.02% | — | 53 | +24,463 | New | Q2 2026 | Aug 04, 2026 |
| Stonebridge Financial Group, LLC/CA | History | New | 24,300 | 90 | 0.01% | — | 54 | +24,300 | New | Q2 2026 | Aug 13, 2026 |
| Advisory Solutions Group, LLC | History | New | 23,608 | 87 | 0.03% | — | 55 | +23,608 | New | Q2 2026 | Jul 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 22,977 | 85 | 0.04% | 1.08% | 56 | -552,582 | -96.01% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 20,271 | 75 | 0.0% | 0.0% | 57 | -13,902 | -40.68% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 18,841 | 70 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IEQ CAPITAL, LLC | History | No change | 16,689 | 62 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUB Investment Partners, LLC | History | No change | 16,697 | 62 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cerity Partners LLC | History | No change | 16,595 | 61 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fermata Advisors, LLC | History | Added to | 16,153 | 60 | 0.01% | 0.01% | 62 | +745 | 4.84% | Q2 2026 | Jul 07, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 16,032 | 59 | 0.0% | 0.0% | 63 | +699 | 4.56% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | New | 15,598 | 58 | 0.0% | — | 65 | +15,598 | New | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 15,762 | 58 | 0.0% | 0.0% | 64 | +26 | 0.17% | Q2 2026 | Jul 27, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 15,073 | 56 | 0.0% | 0.0% | 66 | +622 | 4.3% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | Added to | 14,965 | 55 | 0.0% | — | 67 | +14,805 | 9253.13% | Q2 2026 | Aug 10, 2026 |
| Oxinas Partners, LLC | History | Reduced | 14,500 | 53 | 0.02% | 0.14% | 68 | -67,100 | -82.23% | Q2 2026 | Jul 14, 2026 |
| Creative Planning | History | Reduced | 13,594 | 50 | 0.0% | 0.0% | 69 | -2,891 | -17.54% | Q2 2026 | Aug 13, 2026 |
| Freestate Advisors LLC | History | Added to | 13,675 | 50 | 0.04% | 0.04% | 70 | +593 | 4.53% | Q2 2026 | Jul 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 13,468 | 49 | 0.0% | 0.0% | 72 | -1,917 | -12.46% | Q2 2026 | Jul 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 13,118 | 49 | 0.0% | 0.0% | 71 | -424 | -3.13% | Q2 2026 | Jul 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 12,942 | 48 | 0.0% | — | 73 | +12,942 | New | Q2 2026 | Aug 03, 2026 |
| Prospera Financial Services Inc | History | Added to | 12,797 | 47 | 0.0% | 0.0% | 74 | +2,010 | 18.63% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | Added to | 12,650 | 47 | 0.0% | 0.0% | 75 | +1,300 | 11.45% | Q2 2026 | Jul 20, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 12,500 | 46 | 0.02% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 12,314 | 45 | 0.03% | 0.03% | 77 | +744 | 6.43% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | Added to | 11,892 | 44 | 0.0% | — | 78 | +11,792 | 11792.0% | Q2 2026 | Aug 14, 2026 |
| TT Capital Management LLC | History | Reduced | 11,812 | 43 | 0.03% | 0.04% | 79 | -195 | -1.62% | Q2 2026 | Aug 04, 2026 |
| AdvisorNet Financial, Inc | History | No change | 11,280 | 41 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Merit Financial Group, LLC | History | Reduced | 10,921 | 40 | 0.0% | 0.0% | 81 | -138 | -1.25% | Q2 2026 | Jul 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 10,688 | 39 | 0.0% | — | 82 | +10,688 | New | Q2 2026 | Jul 15, 2026 |
| Johnson Financial Group, LLC | History | New | 10,034 | 37 | 0.0% | — | 87 | +10,034 | New | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 10,000 | 37 | 0.0% | 0.0% | 84 | -5,000 | -33.33% | Q2 2026 | Jul 24, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 10,000 | 37 | 0.0% | 0.0% | 85 | -3,629 | -26.63% | Q2 2026 | Aug 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 10,104 | 37 | 0.0% | 0.0% | 83 | -1,607 | -13.72% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 10,000 | 37 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Security National Bank | History | New | 9,000 | 33 | 0.0% | — | 89 | +9,000 | New | Q2 2026 | Jul 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 9,076 | 33 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6,716 | 24 | 0.0% | 0.0% | 91 | +3,001 | 80.78% | Q2 2026 | Jul 06, 2026 |
| Triumph Capital Management | History | Reduced | 6,701 | 24 | 0.0% | 0.01% | 90 | -517 | -7.16% | Q2 2026 | Jul 20, 2026 |
| McIlrath & Eck, LLC | History | No change | 6,323 | 23 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| WPG Advisers, LLC | History | Reduced | 5,668 | 21 | 0.01% | 0.02% | 93 | -11 | -0.19% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,000 | 19 | 0.0% | — | 94 | +5,000 | New | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,361 | 12 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,000 | 11 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,978 | 11 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 2,742 | 10 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 2,855 | 10 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 2,500 | 9 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,251 | 8 | 0.0% | 0.0% | 101 | -2,319 | -50.74% | Q2 2026 | Aug 11, 2026 |
| Pacer Advisors, Inc. | History | No change | 1,905 | 7 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,853 | 6 | 0.0% | 0.0% | 103 | +395 | 27.09% | Q2 2026 | Aug 05, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 1,349 | 5 | 0.0% | 0.0% | 104 | -1,752 | -56.5% | Q2 2026 | Aug 06, 2026 |
| SWAN Capital LLC | History | No change | 1,300 | 4 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,000 | 3 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,000 | 3 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,000 | 3 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bangor Savings Bank | History | New | 750 | 2 | 0.0% | — | 110 | +750 | New | Q2 2026 | Jul 06, 2026 |
| Blume Capital Management, Inc. | History | No change | 750 | 2 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | New | 475 | 1 | 0.0% | — | 111 | +475 | New | Q2 2026 | Jul 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -40,687 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -30,408 | -100.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,840 | -100.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,836 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,547 | -100.0% | Q2 2026 | Aug 04, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,792 | -100.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,711 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -10,162 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -5,600 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,707 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Osbon Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,531 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -860 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | New | 200 | 0 | — | — | — | +200 | New | Q2 2026 | Jul 20, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -117 | -100.0% | Q2 2026 | Jul 27, 2026 |
| SHP Wealth Management | History | New | 100 | 0 | — | — | — | +100 | New | Q2 2026 | Aug 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q2 2026 | Jul 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 46 | 0 | — | — | — | +46 | New | Q2 2026 | Jul 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 40 | 0 | — | — | — | +40 | New | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 117 | 0 | — | — | — | +17 | 17.0% | Q2 2026 | Aug 12, 2026 |
| DANSKE BANK A/S | History | Reduced | 2 | 0 | — | — | — | -7 | -77.78% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hilltop National Bank | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |