Eaton Vance Municipal Bond Fund - EIM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 23 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Karpus Management, Inc. | History | Reduced | 3,506,586 | 34,119 | 1.05% | 1.76% | 1 | -2,088,776 | -37.33% | Q4 2025 | Feb 17, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 1,590,563 | 15,476 | 0.73% | 0.31% | 2 | +1,037,886 | 187.79% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 1,312,796 | 12,773 | 0.44% | 0.45% | 3 | +69,261 | 5.57% | Q4 2025 | Jan 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,146,839 | 11,158 | 0.08% | 0.08% | 4 | +23,100 | 2.06% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 786,032 | 7,648 | 0.0% | 0.0% | 5 | -22,758 | -2.81% | Q4 2025 | Feb 18, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 758,114 | 7,376 | 0.12% | 0.1% | 6 | +180,772 | 31.31% | Q4 2025 | Feb 12, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | New | 676,797 | 6,575 | 2.69% | — | 7 | +676,797 | New | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 582,121 | 5,664 | 0.0% | 0.0% | 8 | +66,685 | 12.94% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 577,267 | 5,616 | 0.04% | 0.03% | 9 | -26,012 | -4.31% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 443,079 | 4,311 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 431,750 | 4,200 | 0.0% | 0.0% | 11 | -25,116 | -5.5% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 399,534 | 3,887 | 0.0% | 0.0% | 12 | +27,449 | 7.38% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 388,990 | 3,785 | 0.0% | 0.0% | 13 | +53,120 | 15.82% | Q4 2025 | Feb 13, 2026 |
| MACKAY SHIELDS LLC | History | No change | 318,814 | 3,102 | 0.11% | 0.11% | 14 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Fiera Capital Corp | History | New | 294,079 | 2,861 | 0.01% | — | 15 | +294,079 | New | Q4 2025 | Feb 11, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 244,149 | 2,375 | 0.9% | 0.8% | 16 | +33,241 | 15.76% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Added to | 243,511 | 2,369 | 0.0% | 0.0% | 17 | +11,689 | 5.04% | Q4 2025 | Jan 29, 2026 |
| Dakota Wealth Management | History | Reduced | 207,600 | 2,019 | 0.04% | 0.05% | 18 | -44,666 | -17.71% | Q4 2025 | Jan 13, 2026 |
| LPL Financial LLC | History | Added to | 183,408 | 1,784 | 0.0% | 0.0% | 19 | +39,190 | 27.17% | Q4 2025 | Feb 11, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 171,927 | 1,672 | 0.96% | 0.97% | 20 | +6,000 | 3.62% | Q4 2025 | Jan 16, 2026 |
| COHEN & STEERS, INC. | History | No change | 156,840 | 1,526 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 151,060 | 1,469 | 0.0% | 0.0% | 22 | -9,961 | -6.19% | Q4 2025 | Feb 19, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 144,560 | 1,406 | 0.41% | 0.44% | 23 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 137,659 | 1,339 | 0.08% | 0.08% | 24 | +135 | 0.1% | Q4 2025 | Jan 14, 2026 |
| Garner Asset Management Corp | History | Reduced | 127,996 | 1,245 | 0.48% | 0.62% | 25 | -24,918 | -16.3% | Q4 2025 | Feb 03, 2026 |
| Mathes Company, Inc. | History | No change | 121,734 | 1,181 | 0.42% | 0.43% | 26 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 98,908 | 962 | 0.0% | 0.0% | 27 | -25,755 | -20.66% | Q4 2025 | Feb 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 90,715 | 882 | 0.0% | — | 28 | +90,715 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 89,875 | 874 | 0.0% | 0.0% | 29 | +6,519 | 7.82% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 83,874 | 816 | 0.0% | 0.0% | 30 | -1,708 | -2.0% | Q4 2025 | Feb 06, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 82,382 | 801 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 75,999 | 740 | 0.0% | — | 32 | +75,999 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 74,735 | 727 | 0.0% | 0.0% | 33 | +33,887 | 82.96% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 66,314 | 645 | 0.0% | 0.0% | 34 | -15,343 | -18.79% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 57,579 | 560 | 0.0% | 0.0% | 35 | -5,868 | -9.25% | Q4 2025 | Feb 17, 2026 |
| Cresta Advisors, Ltd. | History | New | 50,015 | 486 | 0.2% | — | 36 | +50,015 | New | Q4 2025 | Feb 03, 2026 |
| Bank of New York Mellon Corp | History | Added to | 46,047 | 448 | 0.0% | 0.0% | 37 | +29,180 | 173.0% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 43,865 | 426 | 0.01% | 0.02% | 38 | -800 | -1.79% | Q4 2025 | Jan 20, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Added to | 42,178 | 410 | 0.02% | 0.01% | 39 | +26,494 | 168.92% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 40,073 | 390 | 0.0% | 0.0% | 40 | +170 | 0.43% | Q4 2025 | Feb 05, 2026 |
| Logan Stone Capital, LLC | History | New | 39,288 | 382 | 0.09% | — | 41 | +39,288 | New | Q4 2025 | Feb 17, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 36,026 | 350 | 0.05% | 0.02% | 42 | +23,388 | 185.06% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 35,496 | 345 | 0.0% | 0.0% | 43 | +6,280 | 21.5% | Q4 2025 | Feb 18, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 35,003 | 340 | 0.01% | 0.01% | 44 | -2,120 | -5.71% | Q4 2025 | Jan 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 34,263 | 333 | 0.0% | — | 45 | +34,263 | New | Q4 2025 | Feb 02, 2026 |
| World Investment Advisors | History | Reduced | 33,541 | 326 | 0.01% | 0.01% | 46 | -9,980 | -22.93% | Q4 2025 | Mar 12, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 28,904 | 281 | 0.06% | 0.11% | 47 | -16,979 | -37.0% | Q4 2025 | Jan 23, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 28,863 | 280 | 0.02% | — | 48 | +28,863 | New | Q4 2025 | Feb 13, 2026 |
| Pflug Koory, LLC | History | No change | 28,325 | 275 | 0.13% | 0.13% | 49 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 24,981 | 243 | 0.0% | 0.01% | 50 | -10,576 | -29.74% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 24,171 | 235 | 0.0% | 0.0% | 51 | -4,150 | -14.65% | Q4 2025 | Mar 16, 2026 |
| Plancorp, LLC | History | No change | 23,900 | 232 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 22,927 | 223 | 0.0% | 0.0% | 53 | -24,365 | -51.52% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 22,656 | 220 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 22,545 | 219 | 0.0% | — | 55 | +22,545 | New | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | New | 22,265 | 216 | 0.0% | — | 56 | +22,265 | New | Q4 2025 | Feb 17, 2026 |
| Marex Group plc | History | Added to | 20,377 | 198 | 0.0% | 0.0% | 57 | +357 | 1.78% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 20,000 | 194 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 19,659 | 191 | 0.0% | 0.0% | 59 | +1,284 | 6.99% | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 18,353 | 178 | 0.0% | 0.0% | 60 | +599 | 3.37% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 17,992 | 175 | 0.0% | 0.0% | 61 | +2,514 | 16.24% | Q4 2025 | Feb 12, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 17,692 | 172 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 16,809 | 163 | 0.0% | 0.0% | 63 | -10,334 | -38.07% | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | New | 16,534 | 161 | 0.01% | — | 64 | +16,534 | New | Q4 2025 | Feb 23, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 16,428 | 160 | 0.0% | 0.0% | 65 | -47 | -0.29% | Q4 2025 | Feb 11, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 16,174 | 157 | 0.1% | — | 67 | +16,174 | New | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 16,221 | 157 | 0.0% | 0.0% | 66 | +397 | 2.51% | Q4 2025 | Feb 13, 2026 |
| PFS Partners, LLC | History | Added to | 15,486 | 150 | 0.07% | 0.07% | 68 | +237 | 1.55% | Q4 2025 | Jan 16, 2026 |
| SFI Advisors, LLC | History | Reduced | 15,382 | 149 | 0.1% | 0.31% | 69 | -33,724 | -68.68% | Q4 2025 | Feb 11, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 14,789 | 144 | 0.18% | 0.01% | 70 | -53,042 | -78.2% | Q4 2025 | Feb 25, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 14,816 | 144 | 0.0% | — | 71 | +14,816 | New | Q4 2025 | Feb 10, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 14,613 | 142 | 0.04% | 0.04% | 72 | +224 | 1.56% | Q4 2025 | Jan 14, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 14,500 | 141 | 0.08% | 0.1% | 73 | -2,500 | -14.71% | Q4 2025 | Jan 21, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | New | 14,072 | 136 | 0.0% | — | 74 | +14,072 | New | Q4 2025 | Feb 03, 2026 |
| BENJAMIN EDWARDS INC | History | New | 13,583 | 132 | 0.0% | — | 76 | +13,583 | New | Q4 2025 | Feb 02, 2026 |
| SMH CAPITAL ADVISORS INC | History | No change | 13,620 | 132 | 0.27% | 0.28% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 13,491 | 131 | 0.0% | — | 77 | +13,491 | New | Q4 2025 | Feb 17, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 13,524 | 130 | 0.06% | 0.07% | 78 | -1,718 | -11.27% | Q4 2025 | Feb 06, 2026 |
| Mountain Hill Investment Partners Corp. | History | Reduced | 13,000 | 126 | 0.09% | 0.26% | 79 | -16,600 | -56.08% | Q4 2025 | Jan 26, 2026 |
| Camelot Portfolios, LLC | History | Added to | 12,669 | 123 | 0.08% | 0.06% | 80 | +1,822 | 16.8% | Q4 2025 | Jan 29, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 12,725 | 123 | 0.05% | 0.07% | 81 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 12,611 | 122 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Realta Investment Advisors | History | No change | 12,461 | 121 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MARINER INVESTMENT GROUP LLC | History | Reduced | 12,181 | 118 | 0.01% | 0.35% | 84 | -104,666 | -89.58% | Q4 2025 | Feb 25, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 11,970 | 116 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 11,536 | 112 | 0.0% | 0.0% | 86 | -8,448 | -42.27% | Q4 2025 | Feb 02, 2026 |
| CITADEL ADVISORS LLC | History | New | 11,429 | 111 | 0.0% | — | 87 | +11,429 | New | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 11,491 | 111 | 0.0% | 0.0% | 88 | +184 | 1.63% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 10,811 | 105 | 0.0% | 0.0% | 89 | -2,271 | -17.36% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 10,857 | 105 | 0.0% | 0.0% | 90 | -268 | -2.41% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,649 | 103 | 0.01% | — | 91 | +10,649 | New | Q4 2025 | Feb 17, 2026 |
| Gridiron Partners, LLC | History | Reduced | 10,089 | 98 | 0.06% | 0.06% | 92 | -45,993 | -82.01% | Q4 2025 | Jan 08, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 10,000 | 97 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Noble Wealth Management PBC | History | Reduced | 9,768 | 95 | 0.05% | 0.06% | 94 | -2,271 | -18.86% | Q4 2025 | Jan 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 5,020 | 48 | 0.0% | — | 95 | +5,020 | New | Q4 2025 | Feb 12, 2026 |
| Elyxium Wealth, LLC | History | New | 4,370 | 42 | 0.01% | — | 96 | +4,370 | New | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,140 | 40 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| First Command Advisory Services, Inc. | History | New | 3,960 | 38 | 0.0% | — | 98 | +3,960 | New | Q4 2025 | Feb 11, 2026 |
| Fortitude Family Office, LLC | History | No change | 4,000 | 38 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,700 | 36 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | No change | 3,506 | 34 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 3,451 | 33 | 0.0% | 0.0% | 102 | +53 | 1.56% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | New | 2,608 | 25 | 0.0% | — | 103 | +2,608 | New | Q4 2025 | Jan 26, 2026 |
| GPS Wealth Strategies Group, LLC | History | Added to | 1,674 | 16 | 0.01% | 0.0% | 105 | +26 | 1.58% | Q4 2025 | Feb 06, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 1,666 | 16 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ORG Wealth Partners, LLC | History | No change | 1,632 | 15 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | New | 1,500 | 14 | 0.0% | — | 107 | +1,500 | New | Q4 2025 | Jan 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,390 | 13 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Investors Portfolio Services LLC | History | New | 1,125 | 10 | 0.01% | — | 109 | +1,125 | New | Q4 2025 | Feb 09, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,020 | 9 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | No change | 979 | 9 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 800 | 7 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Hurley Capital, LLC | History | Added to | 625 | 6 | 0.0% | 0.0% | 113 | +9 | 1.46% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 589 | 5 | 0.0% | 0.0% | 115 | -350 | -37.27% | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 539 | 5 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| West Branch Capital LLC | History | Added to | 500 | 4 | 0.0% | 0.0% | 116 | +200 | 66.67% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | New | 235 | 2 | 0.0% | — | 117 | +235 | New | Q4 2025 | Jan 23, 2026 |
| Uniting Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -76,067 | -100.0% | Q3 2025 | Nov 07, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 2.46% | — | -51,637 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Wellspring Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -36,148 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TODD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,829 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,358 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 50 | 0 | — | 0.0% | — | -8,827 | -99.44% | Q4 2025 | Feb 10, 2026 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,682 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mascoma Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,525 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,251 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 98 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |