Eaton Vance Risk-Managed Diversified Equity Income Fund - ETJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 2,333,233 | 19,295 | 0.0% | 0.0% | 1 | +94,978 | 4.24% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,992,486 | 16,477 | 0.0% | 0.0% | 2 | +56,296 | 2.91% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,400,673 | 11,583 | 0.07% | 0.07% | 3 | +252,540 | 22.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,260,719 | 10,426 | 0.01% | 0.01% | 4 | +49,995 | 4.13% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 877,603 | 7,257 | 0.0% | 0.0% | 5 | -78,706 | -8.23% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 738,664 | 6,108 | 0.0% | 0.0% | 6 | +12,914 | 1.78% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 481,799 | 3,984 | 0.06% | 0.07% | 7 | -3,812 | -0.78% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 444,704 | 3,675 | 0.0% | 0.0% | 8 | +16,881 | 3.95% | Q2 2026 | Aug 14, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 221,380 | 1,831 | 0.0% | 0.0% | 9 | -20,000 | -8.29% | Q2 2026 | Aug 14, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 206,902 | 1,711 | 0.54% | 0.7% | 10 | -40,518 | -16.38% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 203,865 | 1,686 | 0.0% | 0.0% | 11 | +12,925 | 6.77% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | Reduced | 191,837 | 1,586 | 0.0% | 0.0% | 12 | -33,855 | -15.0% | Q2 2026 | Aug 12, 2026 |
| Financial Alternatives, Inc | History | Reduced | 180,120 | 1,489 | 0.73% | 0.83% | 13 | -8,545 | -4.53% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 176,273 | 1,457 | 0.0% | 0.0% | 14 | -795 | -0.45% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 160,363 | 1,326 | 0.0% | 0.0% | 15 | +409 | 0.26% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Added to | 156,301 | 1,290 | 0.01% | 0.01% | 16 | +7,015 | 4.7% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 150,552 | 1,245 | 0.01% | 0.01% | 17 | +15,595 | 11.56% | Q2 2026 | Jul 27, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 148,488 | 1,227 | 0.03% | 0.03% | 18 | -7,517 | -4.82% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 145,117 | 1,200 | 0.01% | 0.01% | 19 | +24,501 | 20.31% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 133,176 | 1,101 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 129,146 | 1,068 | 0.07% | 0.08% | 21 | +3,905 | 3.12% | Q2 2026 | Jul 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 121,745 | 1,006 | 0.01% | 0.01% | 22 | +29,749 | 32.34% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 119,235 | 986 | 0.0% | 0.0% | 23 | +2,916 | 2.51% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 118,544 | 980 | 0.0% | 0.0% | 24 | -31,935 | -21.22% | Q2 2026 | Aug 13, 2026 |
| PMG Family Office LLC | History | Added to | 108,555 | 897 | 0.83% | 0.92% | 25 | +7,297 | 7.21% | Q2 2026 | Jul 16, 2026 |
| Calamos Advisors LLC | History | Reduced | 98,648 | 815 | 0.0% | 0.0% | 26 | -35,334 | -26.37% | Q2 2026 | Jul 31, 2026 |
| UBS Group AG | History | Added to | 94,020 | 777 | 0.0% | 0.0% | 27 | +1,723 | 1.87% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 81,025 | 670 | 0.01% | 0.02% | 28 | -11,098 | -12.05% | Q2 2026 | Jul 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 80,800 | 668 | 0.03% | 0.03% | 29 | -4,560 | -5.34% | Q2 2026 | Aug 14, 2026 |
| Pointe Capital Management LLC | History | Reduced | 77,964 | 644 | 0.29% | 0.34% | 30 | -6,758 | -7.98% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 74,527 | 616 | 0.02% | 0.03% | 31 | -420 | -0.56% | Q2 2026 | Aug 17, 2026 |
| SageView Advisory Group, LLC | History | Added to | 68,824 | 569 | 0.02% | 0.02% | 32 | +8,626 | 14.33% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 66,304 | 548 | 0.0% | 0.0% | 33 | +4,244 | 6.84% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 61,042 | 504 | 0.0% | 0.0% | 34 | +4,467 | 7.9% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 53,340 | 441 | 0.0% | 0.0% | 35 | +5,388 | 11.24% | Q2 2026 | Aug 12, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 51,645 | 427 | 0.08% | 0.09% | 36 | -1,300 | -2.46% | Q2 2026 | Aug 11, 2026 |
| WCG Wealth Advisors LLC | History | No change | 51,136 | 422 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 50,876 | 420 | 0.0% | 0.0% | 38 | -7,436 | -12.75% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 50,047 | 413 | 0.0% | 0.0% | 39 | +2,056 | 4.28% | Q2 2026 | Jul 29, 2026 |
| RPO LLC | History | Added to | 41,442 | 342 | 1.13% | 0.49% | 40 | +22,000 | 113.16% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 41,189 | 340 | 0.0% | 0.0% | 41 | +4 | 0.01% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 39,547 | 336 | 0.0% | 0.0% | 42 | +564 | 1.45% | Q2 2026 | Jul 15, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 38,327 | 316 | 0.02% | 0.01% | 43 | +14,671 | 62.02% | Q2 2026 | Jul 21, 2026 |
| David J Yvars Group | History | Reduced | 37,882 | 313 | 0.15% | 0.18% | 44 | -2,364 | -5.87% | Q2 2026 | Jul 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 36,296 | 300 | 0.0% | 0.0% | 45 | +1,195 | 3.4% | Q2 2026 | Aug 12, 2026 |
| DECISION INVESTMENTS, INC | History | Reduced | 34,307 | 283 | 0.26% | 0.32% | 46 | -136 | -0.39% | Q2 2026 | Jul 13, 2026 |
| Sigma Planning Corp | History | Reduced | 31,054 | 256 | 0.01% | 0.01% | 47 | -567 | -1.79% | Q2 2026 | Aug 07, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 30,921 | 255 | 0.03% | 0.03% | 48 | -1,035 | -3.24% | Q2 2026 | Aug 10, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 30,000 | 248 | 0.15% | 0.26% | 49 | -20,000 | -40.0% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | New | 28,436 | 235 | 0.0% | — | 50 | +28,436 | New | Q2 2026 | Jul 28, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 28,310 | 234 | 0.0% | 0.0% | 51 | +7,083 | 33.37% | Q2 2026 | Aug 14, 2026 |
| Formidable Asset Management, LLC | History | Added to | 28,583 | 233 | 0.04% | 0.04% | 52 | +212 | 0.75% | Q2 2026 | Jul 17, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 28,000 | 231 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Successful Portfolios LLC | History | No change | 25,102 | 212 | 0.1% | 0.11% | 54 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 25,619 | 211 | 0.01% | 0.01% | 55 | -296 | -1.14% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | New | 25,346 | 209 | 0.0% | — | 56 | +25,346 | New | Q2 2026 | Jul 31, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 25,000 | 206 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 25,000 | 206 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 24,109 | 202 | 0.01% | 0.01% | 59 | +2,000 | 9.05% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 24,249 | 200 | 0.0% | 0.0% | 60 | +11,675 | 92.85% | Q2 2026 | Aug 12, 2026 |
| WESPAC Advisors, LLC | History | No change | 24,000 | 198 | 0.1% | 0.11% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kovack Advisors, Inc. | History | Added to | 23,450 | 196 | 0.01% | 0.01% | 62 | +1,064 | 4.75% | Q2 2026 | Jul 28, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 23,364 | 193 | 0.19% | 0.21% | 63 | -2,125 | -8.34% | Q2 2026 | Jul 27, 2026 |
| Harbour Wealth Management Group, Inc. | History | Added to | 23,212 | 191 | 0.13% | 0.14% | 64 | +356 | 1.56% | Q2 2026 | Aug 07, 2026 |
| Prospera Financial Services Inc | History | No change | 22,683 | 187 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 21,372 | 176 | 0.0% | — | 66 | +21,372 | New | Q2 2026 | Sep 02, 2026 |
| Allworth Financial LP | History | No change | 20,117 | 166 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 19,743 | 162 | 0.01% | 0.01% | 68 | +2,288 | 13.11% | Q2 2026 | Jul 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 19,153 | 158 | 0.02% | 0.03% | 69 | +31 | 0.16% | Q2 2026 | Aug 04, 2026 |
| XTX Topco Ltd | History | Added to | 18,135 | 149 | 0.0% | 0.0% | 70 | +3,791 | 26.43% | Q2 2026 | Aug 14, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 17,796 | 147 | 0.04% | 0.04% | 71 | +2,721 | 18.05% | Q2 2026 | Aug 06, 2026 |
| Everstar Asset Management, LLC | History | No change | 16,955 | 140 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 16,878 | 139 | 0.0% | 0.0% | 73 | +2,450 | 16.98% | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 16,600 | 137 | 0.04% | 0.03% | 74 | +500 | 3.11% | Q2 2026 | Jul 27, 2026 |
| NWF Advisory Services Inc. | History | No change | 16,300 | 134 | 0.01% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Added to | 16,083 | 133 | 0.06% | 0.09% | 76 | +4 | 0.02% | Q2 2026 | Jul 29, 2026 |
| GWN SECURITIES INC. | History | Reduced | 15,655 | 129 | 0.02% | 0.03% | 77 | -4,250 | -21.35% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | Reduced | 14,941 | 123 | 0.0% | 0.0% | 78 | -388 | -2.53% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 14,631 | 121 | 0.0% | 0.01% | 79 | -564 | -3.71% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 14,455 | 119 | 0.0% | — | 80 | +14,455 | New | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | New | 13,818 | 113 | 0.0% | — | 81 | +13,818 | New | Q2 2026 | Aug 12, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 13,497 | 111 | 0.05% | 0.08% | 83 | -3,089 | -18.62% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 13,474 | 111 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Catalina Capital Group, LLC | History | No change | 13,296 | 108 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Procyon Advisors, LLC | History | No change | 12,700 | 105 | 0.0% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 12,426 | 102 | 0.02% | 0.02% | 87 | +282 | 2.32% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 12,360 | 102 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Marshall Financial Group, LLC | History | No change | 12,025 | 99 | 0.01% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| World Investment Advisors | History | No change | 11,435 | 94 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,252 | 93 | 0.0% | 0.0% | 90 | +121 | 1.09% | Q2 2026 | Jul 28, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 11,363 | 93 | 0.0% | 0.01% | 91 | -56 | -0.49% | Q2 2026 | Jul 31, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | New | 11,230 | 92 | 0.08% | — | 94 | +11,230 | New | Q2 2026 | Aug 05, 2026 |
| Liberty Capital Management, Inc. | History | New | 11,170 | 92 | 0.02% | — | 93 | +11,170 | New | Q2 2026 | Jul 17, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | Added to | 11,230 | 92 | 0.08% | 0.08% | 92 | +255 | 2.32% | Q2 2026 | Aug 25, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 11,090 | 91 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 11,036 | 91 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GAMMA Investing LLC | History | No change | 8,000 | 66 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 7,025 | 58 | 0.0% | 0.0% | 99 | +2,000 | 39.8% | Q2 2026 | Jul 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,053 | 58 | 0.0% | 0.0% | 98 | +757 | 12.02% | Q2 2026 | Aug 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 5,752 | 47 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 3,750 | 31 | 0.0% | 0.0% | 101 | +250 | 7.14% | Q2 2026 | Aug 05, 2026 |
| Creative Capital Management Investments LLC | History | No change | 3,556 | 29 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | New | 3,050 | 25 | 0.0% | — | 103 | +3,050 | New | Q2 2026 | Aug 10, 2026 |
| Colonial Trust Co / SC | History | No change | 2,792 | 23 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,475 | 20 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Noble Wealth Management PBC | History | No change | 2,500 | 20 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,159 | 17 | 0.0% | 0.0% | 108 | +629 | 41.11% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,084 | 17 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Institute for Wealth Management, LLC. | History | New | 2,005 | 16 | 0.0% | — | 112 | +2,005 | New | Q2 2026 | Jul 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,000 | 16 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Manchester Capital Management LLC | History | No change | 2,000 | 16 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 2,000 | 16 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | New | 1,750 | 14 | 0.0% | — | 113 | +1,750 | New | Q2 2026 | Aug 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,652 | 13 | 0.0% | 0.0% | 114 | +38 | 2.35% | Q2 2026 | Jul 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,254 | 10 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Capital Management LLC | History | No change | 1,023 | 8 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Luminist Capital LLC | History | New | 697 | 5 | 0.01% | — | 117 | +697 | New | Q2 2026 | Aug 07, 2026 |
| GoalVest Advisory LLC | History | No change | 560 | 4 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Parallel Advisors, LLC | History | No change | 230 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -69,048 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ELCO Management Co., LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -38,143 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Arlington Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -35,843 | -100.0% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,969 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,000 | -100.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,724 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,011 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -6,216 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |