FIVE STAR BANCORP - FSBC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Davis Asset Management, L.P. | History | No change | 1,511,500 | 54,081 | 1.94% | 1.73% | 1 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 1,212,012 | 43,365 | 0.0% | 0.0% | 2 | -20,819 | -1.69% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 922,151 | 32,994 | 0.0% | 0.0% | 3 | +20,993 | 2.33% | Q4 2025 | Jan 29, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 569,804 | 20,387 | 0.03% | 0.02% | 4 | +245,727 | 75.82% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 513,537 | 18,374 | 0.03% | 0.03% | 5 | +102 | 0.02% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 479,153 | 17,144 | 0.0% | 0.0% | 6 | -3,231 | -0.67% | Q4 2025 | Feb 11, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 438,831 | 15,701 | 0.33% | 0.27% | 7 | +56,412 | 14.75% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 411,660 | 14,729 | 0.01% | 0.01% | 8 | +37,128 | 9.91% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 399,166 | 14,284 | 0.0% | 0.0% | 9 | +5,038 | 1.28% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 373,754 | 13,372 | 0.0% | 0.0% | 10 | -15,439 | -3.97% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 337,497 | 12,075 | 0.0% | 0.0% | 11 | +2,850 | 0.85% | Q4 2025 | Feb 19, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 287,542 | 10,288 | 0.0% | 0.0% | 12 | +20,286 | 7.59% | Q4 2025 | Feb 12, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Reduced | 195,563 | 6,997 | 1.54% | 1.43% | 13 | -6,029 | -2.99% | Q4 2025 | Feb 04, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 160,000 | 5,724 | 1.02% | 1.35% | 14 | -117,400 | -42.32% | Q4 2025 | Feb 17, 2026 |
| BRIGHTON JONES LLC | History | Added to | 142,107 | 5,084 | 0.19% | 0.11% | 15 | +57 | 0.04% | Q4 2025 | Jan 27, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 139,221 | 4,981 | 0.0% | 0.0% | 16 | +1,036 | 0.75% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 136,319 | 4,877 | 0.0% | 0.0% | 17 | -9,247 | -6.35% | Q4 2025 | Feb 17, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 134,847 | 4,824 | 1.3% | 1.24% | 18 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 124,338 | 4,448 | 0.09% | 0.04% | 19 | +55,698 | 81.15% | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 103,258 | 3,694 | 0.0% | 0.0% | 20 | +44,516 | 75.78% | Q4 2025 | Feb 17, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 103,001 | 3,685 | 0.12% | 0.11% | 21 | +1,188 | 1.17% | Q4 2025 | Feb 13, 2026 |
| BANC FUNDS CO LLC | History | No change | 95,919 | 3,431 | 0.68% | 0.54% | 22 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 89,710 | 3,209 | 0.01% | 0.01% | 23 | +5,600 | 6.66% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 86,708 | 3,102 | 0.0% | 0.0% | 24 | -15,307 | -15.0% | Q4 2025 | Feb 10, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 67,168 | 2,403 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 66,772 | 2,390 | 0.0% | 0.04% | 26 | -1,931,940 | -96.66% | Q4 2025 | Feb 19, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 64,270 | 2,299 | 0.0% | 0.0% | 27 | +38,935 | 153.68% | Q4 2025 | Feb 11, 2026 |
| EJF Capital LP | History | Reduced | 62,874 | 2,249 | 1.28% | 1.2% | 28 | -1,284 | -2.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 61,826 | 2,212 | 0.0% | 0.0% | 29 | +21,253 | 52.38% | Q4 2025 | Mar 25, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 57,648 | 2,062 | 0.0% | 0.0% | 30 | -14,067 | -19.62% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 44,385 | 1,588 | 0.0% | 0.0% | 31 | +10,867 | 32.42% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 39,748 | 1,422 | 0.0% | — | 32 | +39,748 | New | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | Added to | 39,151 | 1,400 | 0.0% | 0.0% | 33 | +13,506 | 52.67% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 37,132 | 1,328 | 0.0% | 0.0% | 34 | +4,523 | 13.87% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 35,600 | 1,273 | 0.0% | 0.0% | 35 | -400 | -1.11% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Reduced | 34,883 | 1,248 | 0.0% | 0.0% | 36 | -23,470 | -40.22% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 34,065 | 1,218 | 0.0% | 0.0% | 37 | +6,430 | 23.27% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 31,596 | 1,130 | 0.0% | 0.0% | 38 | +600 | 1.94% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 31,280 | 1,119 | 0.0% | 0.0% | 39 | +21,133 | 208.27% | Q4 2025 | Jan 29, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 27,979 | 1,001 | 0.57% | 0.52% | 40 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 25,468 | 911 | 0.0% | 0.0% | 41 | +23 | 0.09% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 24,252 | 867 | 0.0% | 0.0% | 42 | +1,528 | 6.72% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 24,189 | 862 | 0.0% | 0.0% | 43 | -728 | -2.92% | Q4 2025 | Feb 11, 2026 |
| GABELLI FUNDS LLC | History | New | 23,937 | 856 | 0.01% | — | 44 | +23,937 | New | Q4 2025 | Feb 05, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 20,866 | 746 | 0.0% | 0.0% | 45 | +9,499 | 83.57% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 19,587 | 700 | 0.0% | 0.0% | 46 | +7,246 | 58.71% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 19,382 | 693 | 0.0% | 0.0% | 47 | -3,185 | -14.11% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 18,240 | 653 | 0.06% | 0.05% | 48 | +605 | 3.43% | Q4 2025 | Feb 06, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 18,040 | 645 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 17,218 | 616 | 0.0% | 0.0% | 50 | +6,795 | 65.19% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 17,136 | 613 | 0.0% | 0.0% | 51 | -16,491 | -49.04% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 16,871 | 603 | 0.0% | 0.0% | 52 | -870 | -4.9% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | New | 16,051 | 574 | 0.0% | — | 53 | +16,051 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 14,240 | 509 | 0.0% | 0.0% | 54 | -1,120 | -7.29% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,089 | 504 | 0.0% | 0.0% | 55 | +5,054 | 55.94% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 13,815 | 494 | 0.0% | 0.0% | 56 | -11 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Reduced | 13,086 | 468 | 0.04% | 0.04% | 57 | -1,028 | -7.28% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 11,891 | 425 | 0.0% | 0.0% | 58 | +4,498 | 60.84% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 11,023 | 394 | 0.0% | 0.0% | 59 | -5,655 | -33.91% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 10,507 | 375 | 0.0% | 0.0% | 60 | -142 | -1.33% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 9,334 | 334 | 0.0% | 0.0% | 61 | +1,049 | 12.66% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 9,100 | 325 | 0.0% | 0.0% | 62 | -23,900 | -72.42% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 8,886 | 317 | 0.0% | 0.0% | 63 | +1,826 | 25.86% | Q4 2025 | Jan 28, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 8,623 | 308 | 0.0% | 0.0% | 64 | -3,283 | -27.57% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 8,632 | 308 | 0.0% | 0.0% | 65 | -49 | -0.56% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 8,569 | 306 | 0.0% | 0.0% | 66 | -1,265 | -12.86% | Q4 2025 | Feb 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 8,207 | 293 | 0.02% | — | 67 | +8,207 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 8,081 | 289 | 0.0% | 0.0% | 68 | +7 | 0.09% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,595 | 271 | 0.0% | — | 69 | +7,595 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,260 | 259 | 0.0% | 0.0% | 70 | +65 | 0.9% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | New | 7,135 | 255 | 0.0% | — | 71 | +7,135 | New | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 6,687 | 239 | 0.0% | 0.0% | 72 | -824 | -10.97% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 6,517 | 233 | 0.01% | — | 73 | +6,517 | New | Q4 2025 | Feb 17, 2026 |
| 1492 Capital Management LLC | History | New | 6,263 | 224 | 0.09% | — | 74 | +6,263 | New | Q4 2025 | Feb 10, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 6,253 | 223 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 6,211 | 222 | 0.0% | 0.0% | 76 | -600 | -8.81% | Q4 2025 | Feb 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | New | 6,190 | 221 | 0.0% | — | 77 | +6,190 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 6,021 | 215 | 0.0% | 0.0% | 78 | -15,157 | -71.57% | Q4 2025 | Feb 12, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 6,000 | 214 | 0.0% | — | 80 | +6,000 | New | Q4 2025 | Jan 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 6,008 | 214 | 0.0% | 0.0% | 79 | -700 | -10.44% | Q4 2025 | Feb 12, 2026 |
| PDT Partners, LLC | History | New | 5,701 | 203 | 0.01% | — | 81 | +5,701 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 4,832 | 172 | 0.0% | — | 82 | +4,832 | New | Q4 2025 | Feb 05, 2026 |
| SG Americas Securities, LLC | History | New | 4,775 | 171 | 0.0% | — | 83 | +4,775 | New | Q4 2025 | Jan 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,333 | 155 | 0.0% | 0.0% | 84 | -1,928 | -30.79% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,886 | 139 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,668 | 131 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,600 | 128 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CITIGROUP INC | History | Added to | 3,458 | 123 | 0.0% | 0.0% | 88 | +742 | 27.32% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | No change | 3,320 | 118 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 2,420 | 86 | 0.0% | 0.0% | 90 | +276 | 12.87% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 2,337 | 84 | 0.0% | 0.0% | 91 | +208 | 9.77% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,282 | 81 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 2,177 | 77 | 0.0% | 0.0% | 93 | +1,322 | 154.62% | Q4 2025 | Jan 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,304 | 46 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 946 | 33 | 0.01% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 579 | 20 | 0.01% | — | 96 | +579 | New | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 490 | 18 | 0.0% | 0.0% | 97 | -86 | -14.93% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 496 | 17 | 0.0% | — | 98 | +496 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 405 | 14 | 0.0% | 0.0% | 100 | +337 | 495.59% | Q4 2025 | Jan 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 410 | 14 | 0.0% | 0.0% | 99 | -292 | -41.6% | Q4 2025 | Feb 17, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 394 | 14 | 0.0% | 0.0% | 101 | +2 | 0.51% | Q4 2025 | Jan 28, 2026 |
| Sterling Capital Management LLC | History | Reduced | 383 | 13 | 0.0% | 0.0% | 102 | -20 | -4.96% | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | Added to | 322 | 11 | 0.0% | 0.0% | 103 | +77 | 31.43% | Q4 2025 | Feb 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 229 | 8 | 0.0% | 0.0% | 104 | +58 | 33.92% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Reduced | 153 | 5 | 0.0% | 0.01% | 106 | -1,096 | -87.75% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | No change | 154 | 5 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 89 | 3 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 44 | 2 | 0.0% | 0.0% | 110 | -1 | -2.22% | Q4 2025 | Feb 06, 2026 |
| Marquette Asset Management, LLC | History | No change | 78 | 2 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | No change | 57 | 2 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | New | 52 | 1 | 0.0% | — | 112 | +52 | New | Q4 2025 | Jan 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 51 | 1 | 0.0% | 0.0% | 111 | +3 | 6.25% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 30 | 1 | 0.0% | — | 113 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.46% | — | -47,579 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,143 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -25,812 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,671 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,598 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,490 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -7,477 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Arax Advisory Partners | History | Reduced | 17 | 0 | — | 0.0% | — | -801 | -97.92% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MAI Capital Management | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 21 | 0 | — | — | — | +3 | 16.67% | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Reduced | 12 | 0 | — | — | — | -2 | -14.29% | Q4 2025 | Jan 08, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q4 2025 | Feb 20, 2026 |
| Smartleaf Asset Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |