FIRST COMMUNITY CORP /SC/ - FCCO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 688,196 | 22,490 | 0.0% | 0.0% | 1 | +250,039 | 57.07% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 385,181 | 12,587 | 0.0% | 0.0% | 2 | +15,777 | 4.27% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 339,510 | 11,095 | 0.01% | 0.01% | 3 | -1,824 | -0.53% | Q2 2026 | Sep 09, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 283,421 | 9,262 | 0.26% | 0.29% | 4 | -4,985 | -1.73% | Q2 2026 | Jul 17, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 250,433 | 8,184 | 1.49% | 1.48% | 5 | -5,892 | -2.3% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 266,289 | 7,783 | 0.0% | 0.0% | 6 | -23,544 | -8.12% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 234,350 | 7,658 | 0.0% | 0.0% | 7 | +28,358 | 13.77% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 229,735 | 7,509 | 0.0% | 0.0% | 8 | +51,082 | 28.59% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 179,436 | 5,863 | 0.01% | 0.01% | 9 | +54,108 | 43.17% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 157,021 | 5,131 | 0.0% | 0.0% | 10 | +101,938 | 185.06% | Q2 2026 | Sep 02, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 155,536 | 5,082 | 0.0% | 0.0% | 11 | +63,472 | 68.94% | Q2 2026 | Aug 14, 2026 |
| Hunter Perkins Capital Management, LLC | History | Reduced | 152,607 | 4,987 | 1.12% | 1.05% | 12 | -452 | -0.3% | Q2 2026 | Jul 16, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 149,185 | 4,875 | 0.0% | 0.0% | 13 | +57,764 | 63.18% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 145,675 | 4,760 | 0.0% | 0.0% | 14 | +33,057 | 29.35% | Q2 2026 | Sep 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 122,186 | 3,993 | 0.0% | 0.0% | 15 | -34,442 | -21.99% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Added to | 106,941 | 3,494 | 0.08% | 0.03% | 16 | +5,825 | 5.76% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 100,154 | 3,273 | 0.0% | 0.0% | 17 | +45,579 | 83.52% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 89,925 | 2,938 | 0.0% | 0.0% | 18 | +27,928 | 45.05% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 88,587 | 2,893 | 0.0% | 0.0% | 19 | -4,003 | -4.32% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 83,732 | 2,736 | 0.0% | 0.0% | 20 | +14,494 | 20.93% | Q2 2026 | Aug 13, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 83,624 | 2,732 | 1.89% | 1.88% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 80,882 | 2,643 | 0.0% | 0.0% | 22 | +2,606 | 3.33% | Q2 2026 | Aug 06, 2026 |
| Cutler Capital Management, LLC | History | No change | 76,500 | 2,500 | 0.65% | 0.6% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 72,979 | 2,384 | 0.0% | 0.0% | 24 | +59,240 | 431.18% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 72,844 | 2,380 | 0.0% | 0.0% | 25 | +5,067 | 7.48% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 72,464 | 2,368 | 0.0% | 0.0% | 26 | +11,141 | 18.17% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 65,078 | 2,126 | 0.0% | 0.0% | 27 | +17,566 | 36.97% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 61,093 | 1,996 | 0.0% | 0.0% | 28 | -1,135 | -1.82% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 60,238 | 1,968 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 57,428 | 1,876 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 46,898 | 1,532 | 0.0% | 0.0% | 31 | +30,552 | 186.91% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 46,087 | 1,506 | 0.46% | 0.44% | 32 | -215 | -0.46% | Q2 2026 | Aug 12, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 39,530 | 1,291 | 0.12% | 0.11% | 33 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 37,428 | 1,223 | 0.0% | 0.0% | 34 | +35,956 | 2442.66% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | Added to | 36,930 | 1,206 | 0.09% | 0.09% | 35 | +1,154 | 3.23% | Q2 2026 | Sep 15, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 35,326 | 1,154 | 1.01% | 1.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 34,439 | 1,125 | 0.0% | 0.0% | 37 | +31,509 | 1075.39% | Q2 2026 | Aug 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 33,483 | 1,094 | 0.0% | 0.0% | 38 | +360 | 1.09% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 33,055 | 1,080 | 0.0% | — | 39 | +33,055 | New | Q2 2026 | Aug 07, 2026 |
| RBF Capital, LLC | History | No change | 30,800 | 1,006 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 29,800 | 973 | 0.52% | 0.53% | 41 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 29,133 | 952 | 0.0% | 0.0% | 42 | -18,803 | -39.23% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 28,548 | 932 | 0.0% | 0.0% | 43 | +5,927 | 26.2% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 28,590 | 928 | 0.0% | 0.0% | 44 | +9,652 | 50.97% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 27,098 | 885 | 0.0% | 0.0% | 45 | +244 | 0.91% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 26,072 | 852 | 0.01% | — | 46 | +26,072 | New | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 24,365 | 796 | 0.0% | 0.0% | 47 | +5,218 | 27.25% | Q2 2026 | Aug 06, 2026 |
| Numerai GP LLC | History | Reduced | 22,667 | 740 | 0.06% | 0.07% | 48 | -436 | -1.89% | Q2 2026 | Aug 14, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 21,188 | 692 | 0.09% | 0.13% | 49 | -11,712 | -35.6% | Q2 2026 | Jul 20, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 21,025 | 687 | 0.0% | — | 50 | +21,025 | New | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 19,163 | 626 | 0.03% | 0.02% | 51 | +7,960 | 71.05% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 16,732 | 546 | 0.0% | — | 52 | +16,732 | New | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 15,697 | 512 | 0.0% | 0.0% | 53 | +70 | 0.45% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | Added to | 15,057 | 492 | 0.0% | 0.0% | 54 | +2,356 | 18.55% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | New | 14,884 | 486 | 0.0% | — | 55 | +14,884 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 13,291 | 434 | 0.0% | 0.0% | 56 | +1,548 | 13.18% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 12,307 | 402 | 0.0% | 0.0% | 57 | -3,992 | -24.49% | Q2 2026 | Aug 05, 2026 |
| EntryPoint Capital, LLC | History | New | 11,942 | 390 | 0.09% | — | 58 | +11,942 | New | Q2 2026 | Aug 13, 2026 |
| BAILARD, INC. | History | New | 11,200 | 366 | 0.01% | — | 59 | +11,200 | New | Q2 2026 | Jul 30, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 10,837 | 354 | 0.01% | 0.01% | 60 | -11,232 | -50.89% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 10,145 | 331 | 0.0% | — | 61 | +10,145 | New | Q2 2026 | Aug 14, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | Added to | 10,000 | 326 | 0.07% | 0.06% | 62 | +3,000 | 42.86% | Q2 2026 | Aug 11, 2026 |
| Daytona Street Capital LLC | History | No change | 10,000 | 323 | 0.24% | 0.23% | 63 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Man Group plc | History | Added to | 9,221 | 301 | 0.0% | 0.0% | 64 | +1,489 | 19.26% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 9,140 | 298 | 0.0% | — | 66 | +9,140 | New | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 9,130 | 298 | 0.01% | 0.01% | 65 | +1 | 0.01% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | New | 9,023 | 294 | 0.0% | — | 67 | +9,023 | New | Q2 2026 | Aug 06, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 8,887 | 290 | 0.0% | 0.0% | 68 | +3,573 | 67.24% | Q2 2026 | Aug 11, 2026 |
| Voleon Capital Management LP | History | New | 8,865 | 289 | 0.01% | — | 69 | +8,865 | New | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 8,622 | 281 | 0.0% | 0.0% | 70 | +6,453 | 297.51% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 8,522 | 278 | 0.0% | 0.0% | 71 | +305 | 3.71% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,929 | 259 | 0.0% | 0.0% | 72 | +4,730 | 147.86% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | New | 7,751 | 253 | 0.0% | — | 73 | +7,751 | New | Q2 2026 | Aug 14, 2026 |
| Facet Wealth, Inc. | History | New | 7,419 | 242 | 0.0% | — | 74 | +7,419 | New | Q2 2026 | Jul 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 7,252 | 237 | 0.0% | — | 75 | +7,252 | New | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 5,980 | 195 | 0.0% | — | 76 | +5,980 | New | Q2 2026 | Aug 17, 2026 |
| CITIGROUP INC | History | Added to | 5,591 | 182 | 0.0% | 0.0% | 77 | +5,226 | 1431.78% | Q2 2026 | Aug 03, 2026 |
| MetLife Investment Management, LLC | History | Added to | 5,592 | 182 | 0.0% | 0.0% | 78 | +1,005 | 21.91% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,069 | 132 | 0.0% | 0.0% | 79 | +748 | 22.52% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,400 | 111 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 3,035 | 99 | 0.0% | 0.0% | 81 | +1,369 | 82.17% | Q2 2026 | Jul 23, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 2,828 | 92 | 0.0% | 0.0% | 82 | +344 | 13.85% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,221 | 72 | 0.0% | 0.0% | 83 | +47 | 2.16% | Q2 2026 | Jul 23, 2026 |
| Quantbot Technologies LP | History | New | 2,088 | 68 | 0.0% | — | 84 | +2,088 | New | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 1,610 | 52 | 0.0% | — | 86 | +1,610 | New | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,594 | 52 | 0.0% | 0.0% | 85 | +99 | 6.62% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 1,435 | 46 | 0.0% | 0.0% | 87 | +30 | 2.14% | Q2 2026 | Aug 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,380 | 45 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 1,169 | 38 | 0.0% | — | 89 | +1,169 | New | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,101 | 35 | 0.0% | 0.0% | 90 | +290 | 35.76% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 1,215 | 35 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,036 | 33 | 0.0% | 0.0% | 92 | +846 | 445.26% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | Added to | 827 | 27 | 0.0% | 0.0% | 93 | +568 | 219.31% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Added to | 856 | 27 | 0.0% | 0.0% | 94 | +190 | 28.53% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 755 | 24 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 753 | 24 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 534 | 17 | 0.0% | 0.0% | 97 | -11,428 | -95.54% | Q2 2026 | Aug 12, 2026 |
| Colonial Trust Advisors | History | No change | 508 | 16 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 458 | 14 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 363 | 12 | 0.0% | 0.0% | 100 | +278 | 327.06% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 377 | 12 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arax Advisory Partners | History | New | 305 | 9 | 0.0% | — | 104 | +305 | New | Q2 2026 | Aug 10, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 288 | 9 | 0.0% | — | 103 | +288 | New | Q2 2026 | Aug 07, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 299 | 9 | 0.0% | 0.0% | 102 | +1 | 0.34% | Q2 2026 | Jul 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 239 | 7 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 192 | 6 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GAMMA Investing LLC | History | Added to | 161 | 5 | 0.0% | 0.0% | 108 | +81 | 101.25% | Q2 2026 | Jul 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 178 | 5 | 0.0% | 0.0% | 107 | -13 | -6.81% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | Added to | 147 | 4 | 0.0% | 0.0% | 109 | +88 | 149.15% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 100 | 3 | 0.0% | 0.0% | 110 | -300 | -75.0% | Q2 2026 | Aug 24, 2026 |
| IFP Advisors, Inc | History | Added to | 94 | 3 | 0.0% | — | 111 | +89 | 1780.0% | Q2 2026 | Jul 20, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 91 | 2 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Essential Partners LLC | History | Reduced | 34 | 1 | 0.0% | 0.0% | 117 | -67 | -66.34% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 51 | 1 | 0.0% | — | 114 | +34 | 200.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 53 | 1 | 0.0% | — | 115 | +25 | 89.29% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 40 | 1 | 0.0% | — | 116 | +21 | 110.53% | Q2 2026 | Jul 17, 2026 |
| Fourthstone LLC | History | Closed out | 0 | 0 | — | 2.95% | — | -595,521 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,327 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BANC FUNDS CO LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -16,317 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,565 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,328 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,911 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,675 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -910 | -100.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 22 | 0 | — | — | — | +9 | 69.23% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Reduced | 5 | 0 | — | — | — | -4 | -44.44% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | Added to | 14 | 0 | — | — | — | +2 | 16.67% | Q2 2026 | Jul 16, 2026 |
| SJS Investment Consulting Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 22, 2026 |
| SBI Securities Co., Ltd. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |