FIRST MID BANCSHARES, INC. - FMBH

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 25 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
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 2,103,866 82,050 0.0% 0.0% 1 +32,636 1.58% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 1,323,842 51,629 0.0% 0.0% 2 -42,785 -3.13% Q4 2025 Jan 29, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,044,098 40,720 0.01% 0.01% 3 +23,265 2.28% Q4 2025 Feb 12, 2026
AMERICAN CENTURY COMPANIES INC History Added to 616,669 24,050 0.01% 0.01% 4 +32,383 5.54% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 546,389 21,312 0.0% 0.0% 5 +12,484 2.34% Q4 2025 Feb 09, 2026
STATE STREET CORP History Added to 530,875 20,704 0.0% 0.0% 6 +4,808 0.91% Q4 2025 Feb 13, 2026
GW&K Investment Management, LLC History Added to 474,651 18,511 0.16% 0.15% 7 +32,301 7.3% Q4 2025 Feb 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 441,366 17,213 0.0% 0.0% 8 +48,013 12.21% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 224,076 8,738 0.0% 0.0% 9 -17,187 -7.12% Q4 2025 Feb 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 210,051 8,191 0.01% 10 +210,051 New Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 208,810 8,143 0.0% 0.0% 11 -16,930 -7.5% Q4 2025 Feb 17, 2026
ENDEAVOUR CAPITAL ADVISORS INC History Added to 208,719 8,140 2.26% 2.16% 12 +20,441 10.86% Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Added to 188,473 7,350 0.0% 0.0% 13 +57,320 43.7% Q4 2025 Mar 25, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 179,240 6,990 0.0% 0.0% 14 -2,840 -1.56% Q4 2025 Feb 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 169,444 6,608 0.02% 0.02% 15 +8,420 5.23% Q4 2025 Feb 17, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 150,417 5,866 0.12% 0.11% 16 +9,582 6.8% Q4 2025 Feb 17, 2026
GENDELL JEFFREY L History No change 137,473 5,361 0.09% 0.1% 17 0 0.0% Q4 2025 Feb 13, 2026
Siena Capital Partners GP, LLC History No change 128,404 5,007 1.34% 1.39% 18 0 0.0% Q4 2025 Feb 11, 2026
Rhino Investment Partners, Inc History New 128,002 4,992 1.41% 19 +128,002 New Q4 2025 Feb 17, 2026
DEPRINCE RACE & ZOLLO INC History Added to 122,504 4,777 0.09% 0.08% 20 +22,358 22.33% Q4 2025 Jan 23, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 111,279 4,339 0.0% 0.0% 21 +7,105 6.82% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 106,154 4,140 0.0% 0.0% 22 +16,443 18.33% Q4 2025 Feb 17, 2026
COZAD ASSET MANAGEMENT INC History Added to 105,870 4,128 0.32% 0.31% 23 +3,400 3.32% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 105,219 4,103 0.0% 0.0% 24 -14,690 -12.25% Q4 2025 Feb 10, 2026
Boston Partners History Added to 88,509 3,451 0.0% 0.0% 25 +9,754 12.39% Q4 2025 Feb 13, 2026
Western Wealth Management, LLC History No change 84,964 3,313 0.15% 0.17% 26 0 0.0% Q4 2025 Feb 05, 2026
MORGAN STANLEY History Added to 84,477 3,294 0.0% 0.0% 27 +35,901 73.91% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 82,553 3,219 0.0% 0.0% 28 +12,296 17.5% Q4 2025 Feb 13, 2026
Creative Planning History Added to 72,359 2,822 0.0% 0.0% 29 +1,698 2.4% Q4 2025 Feb 17, 2026
MALTESE CAPITAL MANAGEMENT LLC History Reduced 70,000 2,730 0.48% 0.46% 30 -10,000 -12.5% Q4 2025 Feb 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 63,271 2,467 0.02% 0.02% 31 0 0.0% Q4 2025 Feb 12, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 60,701 2,367 0.06% 0.04% 32 +14,856 32.4% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 55,895 2,179 0.0% 0.0% 33 +32,005 133.97% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 44,568 1,738 0.0% 0.0% 34 +4,053 10.0% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 42,700 1,665 0.0% 0.0% 35 +900 2.15% Q4 2025 Feb 12, 2026
JANE STREET GROUP, LLC History Added to 41,096 1,602 0.0% 0.0% 36 +326 0.8% Q4 2025 Feb 12, 2026
Nuveen, LLC History Reduced 40,946 1,596 0.0% 0.0% 37 -2,849 -6.51% Q4 2025 Feb 12, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 37,305 1,454 0.0% 12.53% 38 -33,955 -47.65% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 36,042 1,405 0.0% 0.0% 39 +5,315 17.3% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 34,317 1,338 0.0% 0.0% 40 +10,910 46.61% Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History No change 34,062 1,328 0.0% 0.0% 41 0 0.0% Q4 2025 Feb 09, 2026
HoldCo Asset Management, LP History No change 33,284 1,298 0.1% 0.13% 42 0 0.0% Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 33,037 1,288 0.0% 0.0% 43 -7,580 -18.66% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 32,377 1,262 0.0% 0.0% 44 -4,389 -11.94% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 31,500 1,228 0.0% 0.0% 45 -1,225 -3.74% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History Added to 30,042 1,172 0.0% 0.0% 46 +11,072 58.37% Q4 2025 Mar 20, 2026
RAYMOND JAMES FINANCIAL INC History Added to 29,879 1,165 0.0% 0.0% 47 +15,138 102.69% Q4 2025 Feb 18, 2026
Visionary Wealth Advisors History No change 28,131 1,097 0.05% 0.05% 48 0 0.0% Q4 2025 Feb 13, 2026
Invesco Ltd. History Reduced 26,074 1,016 0.0% 0.0% 49 -5,363 -17.06% Q4 2025 Feb 19, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 25,435 992 0.0% 0.0% 50 +1,655 6.96% Q4 2025 Feb 05, 2026
Armstrong, Fleming & Moore, Inc History No change 24,930 972 0.45% 0.45% 51 0 0.0% Q4 2025 Jan 16, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 24,410 951 0.0% 0.0% 52 -1,082 -4.24% Q4 2025 Jan 28, 2026
GLOBEFLEX CAPITAL L P History No change 23,714 924 0.14% 0.14% 53 0 0.0% Q4 2025 Feb 11, 2026
RHUMBLINE ADVISERS History Reduced 23,312 909 0.0% 0.0% 54 -6,250 -21.14% Q4 2025 Feb 13, 2026
DUNCKER STREETT & CO INC History No change 23,211 905 0.16% 0.15% 55 0 0.0% Q4 2025 Jan 27, 2026
Cetera Investment Advisers History Reduced 23,092 900 0.0% 0.0% 56 -1,008 -4.18% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 22,299 869 0.0% 0.0% 57 -582 -2.54% Q4 2025 Feb 09, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 22,200 865 0.0% 0.0% 58 +6,700 43.23% Q4 2025 Feb 12, 2026
MILLENNIUM MANAGEMENT LLC History Added to 20,957 817 0.0% 0.0% 59 +11,217 115.16% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Added to 19,885 775 0.0% 0.0% 60 +8,558 75.55% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 19,698 768 0.0% 0.0% 61 -1,954 -9.02% Q4 2025 Feb 17, 2026
MAI Capital Management History Reduced 19,576 763 0.0% 0.01% 62 -5,399 -21.62% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 17,793 693 0.0% 0.0% 63 +1,240 7.49% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 17,528 683 0.0% 0.0% 64 +7,866 81.41% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 15,475 603 0.0% 0.0% 65 +4,673 43.26% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 15,269 595 0.0% 0.0% 66 -3,713 -19.56% Q4 2025 Jan 29, 2026
IEQ CAPITAL, LLC History Added to 15,269 595 0.0% 0.0% 67 +1,351 9.71% Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 13,800 538 0.0% 68 +13,800 New Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Reduced 13,781 537 0.0% 0.0% 69 -16,033 -53.78% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Reduced 13,175 513 0.0% 0.0% 70 -1,402 -9.62% Q4 2025 Feb 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 13,101 511 0.0% 0.0% 71 +823 6.7% Q4 2025 Feb 17, 2026
Mariner, LLC History New 12,443 485 0.0% 72 +12,443 New Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History Added to 12,440 485 0.01% 0.01% 73 +188 1.53% Q4 2025 Feb 04, 2026
Hennion & Walsh Asset Management, Inc. History Added to 12,428 484 0.02% 0.02% 74 +806 6.94% Q4 2025 Jan 14, 2026
MetLife Investment Management, LLC History Reduced 12,312 480 0.0% 0.0% 75 -1,127 -8.39% Q4 2025 Feb 12, 2026
Estate Counselors, LLC History No change 11,385 444 0.04% 0.04% 76 0 0.0% Q4 2025 Feb 02, 2026
Watershed Asset Management, L.L.C. History New 10,907 425 0.4% 77 +10,907 New Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History New 10,873 424 0.0% 80 +10,873 New Q4 2025 Feb 12, 2026
Sterling Capital Management LLC History Reduced 10,888 424 0.01% 0.01% 79 -244 -2.19% Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 10,872 424 0.0% 0.0% 78 0 0.0% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 10,523 410 0.0% 0.0% 81 -4,373 -29.36% Q4 2025 Feb 10, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 10,126 394 0.0% 0.0% 82 +14 0.14% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 10,078 393 0.0% 0.0% 83 +2,070 25.85% Q4 2025 Jan 28, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 10,008 390 0.01% 0.01% 84 -948 -8.65% Q4 2025 Feb 17, 2026
STRS OHIO History Added to 9,900 386 0.0% 0.0% 85 +800 8.79% Q4 2025 Feb 02, 2026
FIRST TRUST ADVISORS LP History Reduced 9,869 384 0.0% 0.0% 86 -3,846 -28.04% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Added to 8,837 344 0.0% 0.0% 87 +937 11.86% Q4 2025 Feb 17, 2026
Abacus Wealth Partners, LLC History New 8,764 341 0.03% 88 +8,764 New Q4 2025 Feb 05, 2026
SEI INVESTMENTS CO History No change 8,585 334 0.0% 0.0% 89 0 0.0% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Reduced 8,461 330 0.0% 0.0% 90 -525 -5.84% Q4 2025 Jan 09, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 8,212 320 0.0% 0.0% 91 -918 -10.05% Q4 2025 Feb 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 7,988 311 0.0% 0.0% 92 0 0.0% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 7,950 310 0.0% 0.0% 93 -3,128 -28.24% Q4 2025 Feb 10, 2026
JANUS HENDERSON GROUP PLC History No change 7,357 287 0.0% 0.0% 94 0 0.0% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History New 7,055 275 0.0% 95 +7,055 New Q4 2025 Feb 13, 2026
CHOREO, LLC History Added to 6,533 257 0.0% 0.0% 96 +35 0.54% Q4 2025 Jan 23, 2026
CarsonAllaria Wealth Management, Ltd. History Added to 6,463 252 0.13% 0.13% 97 +27 0.42% Q4 2025 Jan 22, 2026
Busey Bank History New 6,303 245 0.01% 98 +6,303 New Q4 2025 Jan 27, 2026
CWM, LLC History Added to 6,283 245 0.0% 0.0% 99 +343 5.77% Q4 2025 Jan 26, 2026
Arizona State Retirement System History Reduced 6,018 234 0.0% 0.0% 100 -364 -5.7% Q4 2025 Jan 28, 2026
Police & Firemen's Retirement System of New Jersey History No change 5,945 231 0.0% 0.0% 101 0 0.0% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 5,868 228 0.0% 102 +5,868 New Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 5,790 225 0.0% 0.0% 103 0 0.0% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History No change 5,495 214 0.0% 0.0% 104 0 0.0% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 5,448 212 0.0% 105 +5,448 New Q4 2025 Feb 18, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 5,370 209 0.0% 0.0% 106 0 0.0% Q4 2025 Jan 27, 2026
AlphaQuest LLC History New 4,969 193 0.01% 107 +4,969 New Q4 2025 Feb 09, 2026
KLP KAPITALFORVALTNING AS History Added to 4,600 179 0.0% 0.0% 108 +400 9.52% Q4 2025 Jan 28, 2026
CANADA LIFE ASSURANCE Co History Added to 3,710 145 0.0% 0.0% 109 +2,666 255.36% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 3,607 140 0.0% 0.0% 110 +538 17.53% Q4 2025 Feb 06, 2026
FMR LLC History Added to 3,155 123 0.0% 0.0% 111 +1,606 103.68% Q4 2025 Feb 17, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 2,846 110 0.0% 0.0% 112 -531 -15.72% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 2,474 96 0.0% 0.0% 113 -610 -19.78% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Added to 2,456 95 0.0% 0.0% 114 +449 22.37% Q4 2025 Feb 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 2,076 81 0.0% 0.0% 115 0 0.0% Q4 2025 Jan 30, 2026
Ameritas Investment Partners, Inc. History No change 1,819 70 0.0% 0.0% 116 0 0.0% Q4 2025 Feb 11, 2026
SIGNATUREFD, LLC History Added to 1,454 56 0.0% 0.0% 117 +27 1.89% Q4 2025 Jan 20, 2026
Rockefeller Capital Management L.P. History Added to 1,374 53 0.0% 0.0% 118 +24 1.78% Q4 2025 Mar 16, 2026
ROYAL BANK OF CANADA History New 1,004 39 0.0% 119 +1,004 New Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History No change 958 37 0.0% 0.0% 120 0 0.0% Q4 2025 Jan 23, 2026
US BANCORP \DE\ History Added to 874 34 0.0% 0.0% 121 +7 0.81% Q4 2025 Jan 30, 2026
Clearstead Advisors, LLC History Added to 848 33 0.0% 0.0% 122 +505 147.23% Q4 2025 Feb 09, 2026
AMALGAMATED BANK History Reduced 684 27 0.0% 0.0% 123 -77 -10.12% Q4 2025 Feb 05, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 602 23 0.0% 0.0% 124 +42 7.5% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Added to 499 19 0.0% 0.0% 125 +357 251.41% Q4 2025 Jan 05, 2026
Parallel Advisors, LLC History Reduced 486 18 0.0% 0.0% 126 -22 -4.33% Q4 2025 Feb 11, 2026
Tower Research Capital LLC (TRC) History Reduced 426 16 0.0% 0.0% 127 -533 -55.58% Q4 2025 Feb 17, 2026
Versant Capital Management, Inc History New 428 16 0.0% 129 +428 New Q4 2025 Jan 08, 2026
Westside Investment Management, Inc. History No change 430 16 0.0% 0.0% 128 0 0.0% Q4 2025 Jan 23, 2026
MEEDER ASSET MANAGEMENT INC History Added to 395 15 0.0% 0.0% 130 +15 3.95% Q4 2025 Feb 11, 2026
Allworth Financial LP History New 358 13 0.0% 131 +358 New Q4 2025 Feb 05, 2026
Pinnacle Wealth Planning Services, Inc. History New 328 12 0.0% 132 +328 New Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 292 11 0.0% 0.0% 134 +35 13.62% Q4 2025 Jan 23, 2026
State of Wyoming History Added to 304 11 0.0% 0.0% 133 +7 2.36% Q4 2025 Feb 11, 2026
BNP Paribas Asset Management Holding S.A. History Added to 235 9 0.0% 0.0% 135 +74 45.96% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 208 8 0.0% 0.0% 136 +71 51.82% Q4 2025 Feb 06, 2026
EverSource Wealth Advisors, LLC History Added to 217 8 0.0% 0.0% 137 +40 22.6% Q4 2025 Feb 06, 2026
Optiver Holding B.V. History Added to 192 7 0.0% 0.0% 139 +42 28.0% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History No change 187 7 0.0% 0.0% 138 0 0.0% Q4 2025 Feb 02, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 175 6 0.0% 0.0% 140 -104 -37.28% Q4 2025 Jan 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 165 5 0.0% 141 +165 New Q4 2025 Feb 11, 2026
Arax Advisory Partners History Reduced 83 3 0.0% 0.0% 142 -4,707 -98.27% Q4 2025 Feb 13, 2026
Torren Management, LLC History New 54 2 0.0% 144 +54 New Q4 2025 Jan 30, 2026
Bare Financial Services, Inc History Added to 68 2 0.0% 0.0% 143 +26 61.9% Q4 2025 Feb 06, 2026
True Wealth Design, LLC History Added to 30 1 0.0% 0.0% 145 +2 7.14% Q4 2025 Jan 08, 2026
Private Wealth Management Group, LLC History No change 29 1 0.0% 0.0% 146 0 0.0% Q4 2025 Jan 23, 2026
Empowered Funds, LLC History Closed out 0 0 0.03% -89,335 -100.0% Q3 2025 Nov 13, 2025
KENNEDY CAPITAL MANAGEMENT LLC History Closed out 0 0 0.02% -26,369 -100.0% Q3 2025 Nov 13, 2025
Trexquant Investment LP History Closed out 0 0 0.0% -11,392 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA ADVISERS, LP History Closed out 0 0 0.0% -7,500 -100.0% Q3 2025 Nov 14, 2025
ProShare Advisors LLC History Closed out 0 0 0.0% -7,446 -100.0% Q3 2025 Nov 06, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.04% -6,999 -100.0% Q3 2025 Nov 13, 2025
State of Tennessee, Department of Treasury History Closed out 0 0 0.0% -6,686 -100.0% Q3 2025 Nov 14, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.0% -1,438 -100.0% Q3 2025 Nov 14, 2025
Larson Financial Group LLC History Reduced 3 0 0.0% -284 -98.95% Q4 2025 Feb 06, 2026
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -200 -100.0% Q3 2025 Nov 12, 2025
Quarry LP History Closed out 0 0 0.0% -30 -100.0% Q3 2025 Nov 14, 2025
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 25 0 +25 New Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History Added to 23 0 +18 360.0% Q4 2025 Feb 10, 2026
Trust Co History New 15 0 +15 New Q4 2025 Jan 15, 2026
Breakwater Investment Management History Closed out 0 0 -12 -100.0% Q3 2025 Oct 03, 2025
SJS Investment Consulting Inc. History New 4 0 +4 New Q4 2025 Jan 21, 2026
Sunbelt Securities, Inc. History Added to 8 0 +3 60.0% Q4 2025 Feb 20, 2026
Covestor Ltd History Reduced 11 0 0.0% -3 -21.43% Q4 2025 Feb 06, 2026
MassMutual Private Wealth & Trust, FSB History No change 10 0 0 0.0% Q4 2025 Jan 07, 2026
Capital Advisors, Ltd. LLC History No change 4 0 0 0.0% Q4 2025 Jan 21, 2026