HBT Financial, Inc. - HBT
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 | Reduced | 1,607,628 | 42,955 | 0.0% | 0.0% | 1 | -33,146 | -2.02% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 670,989 | 17,345 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 561,159 | 14,995 | 0.0% | 0.0% | 3 | +15,350 | 2.81% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 520,114 | 13,897 | 0.0% | — | 4 | +520,114 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 491,418 | 13,130 | 0.01% | 0.01% | 5 | -6,684 | -1.34% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 445,780 | 11,911 | 0.02% | 0.01% | 6 | +188,201 | 73.07% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 325,944 | 8,709 | 0.0% | 0.0% | 7 | +53,004 | 19.42% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 324,048 | 8,658 | 0.0% | 0.0% | 8 | +5,669 | 1.78% | Q1 2026 | May 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 302,039 | 8,072 | 0.0% | 0.0% | 9 | +13,584 | 4.71% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 292,700 | 7,820 | 0.0% | 0.0% | 10 | +9,704 | 3.43% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 264,422 | 7,065 | 0.07% | 0.07% | 11 | -6,515 | -2.4% | Q1 2026 | May 12, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 182,331 | 4,871 | 1.26% | 1.27% | 12 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 166,042 | 4,292 | 0.0% | 0.0% | 13 | +152,002 | 1082.64% | Q1 2026 | May 15, 2026 |
| Heartland Bank & Trust Co | History | Added to | 160,487 | 4,288 | 0.97% | 0.18% | 14 | +143,727 | 857.56% | Q1 2026 | May 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 150,223 | 4,013 | 0.0% | 0.0% | 15 | +17,896 | 13.52% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 125,351 | 3,349 | 0.01% | — | 16 | +125,351 | New | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 121,651 | 3,250 | 0.0% | 0.0% | 17 | -1,435 | -1.17% | Q1 2026 | May 05, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 120,425 | 3,218 | 0.01% | 0.01% | 18 | -49,753 | -29.24% | Q1 2026 | May 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 119,376 | 3,182 | 0.0% | 0.01% | 19 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 109,257 | 2,919 | 0.0% | 0.0% | 20 | +35,092 | 47.32% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 103,065 | 2,753 | 0.0% | 0.0% | 21 | -3,035 | -2.86% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 95,191 | 2,543 | 0.0% | 0.0% | 22 | -1,452 | -1.5% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 94,061 | 2,513 | 0.0% | 0.0% | 23 | -3,262 | -3.35% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 82,607 | 2,207 | 0.02% | 0.02% | 24 | -16,920 | -17.0% | Q1 2026 | May 01, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 73,442 | 1,962 | 0.0% | — | 25 | +73,442 | New | Q1 2026 | May 08, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 65,669 | 1,754 | 0.0% | — | 26 | +65,669 | New | Q1 2026 | May 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 65,479 | 1,749 | 0.01% | 0.01% | 27 | -6,095 | -8.52% | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | Added to | 58,073 | 1,551 | 0.0% | 0.0% | 28 | +23,517 | 68.05% | Q1 2026 | Apr 30, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 54,917 | 1,467 | 0.04% | 0.03% | 29 | +9,135 | 19.95% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 54,046 | 1,444 | 0.0% | 0.0% | 30 | +14,313 | 36.02% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 44,676 | 1,193 | 0.0% | 0.0% | 31 | -3,992 | -8.2% | Q1 2026 | May 15, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | Reduced | 42,500 | 1,145 | 1.12% | 3.01% | 32 | -50,047 | -54.08% | Q1 2026 | Apr 24, 2026 |
| BARCLAYS PLC | History | Reduced | 42,063 | 1,123 | 0.0% | 0.0% | 33 | -14,254 | -25.31% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 39,100 | 1,044 | 0.0% | 0.0% | 34 | +17,183 | 78.4% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 36,028 | 962 | 0.0% | 0.0% | 35 | +364 | 1.02% | Q1 2026 | May 15, 2026 |
| Wall Street Financial Group, Inc. | History | New | 33,735 | 901 | 0.53% | — | 36 | +33,735 | New | Q1 2026 | May 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 33,651 | 899 | 0.0% | 0.0% | 37 | -15,949 | -32.16% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 32,071 | 856 | 0.0% | 0.0% | 38 | +35 | 0.11% | Q1 2026 | May 15, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | New | 29,682 | 793 | 0.01% | — | 39 | +29,682 | New | Q1 2026 | Apr 13, 2026 |
| Swiss National Bank | History | Added to | 28,600 | 764 | 0.0% | 0.0% | 40 | +4,200 | 17.21% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 27,938 | 746 | 0.0% | 0.0% | 41 | -8,511 | -23.35% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 25,251 | 684 | 0.0% | 0.0% | 42 | -3,609 | -12.51% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 25,516 | 681 | 0.01% | 0.01% | 43 | +3,640 | 16.64% | Q1 2026 | May 04, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 24,969 | 674 | 0.0% | 0.0% | 44 | +5,115 | 25.76% | Q1 2026 | Apr 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 23,675 | 632 | 0.0% | 0.0% | 45 | +6,261 | 35.95% | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 22,009 | 588 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 20,530 | 548 | 0.0% | 0.0% | 47 | -491 | -2.34% | Q1 2026 | May 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 20,420 | 545 | 0.02% | 0.02% | 48 | -292 | -1.41% | Q1 2026 | May 13, 2026 |
| Hickory Point Bank & Trust | History | No change | 20,000 | 534 | 0.35% | 0.38% | 49 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 19,862 | 530 | 0.0% | 0.0% | 50 | +1,949 | 10.88% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 18,800 | 485 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 17,970 | 480 | 0.0% | 0.0% | 52 | +1,254 | 7.5% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | New | 17,834 | 476 | 0.0% | — | 53 | +17,834 | New | Q1 2026 | May 07, 2026 |
| Trexquant Investment LP | History | Reduced | 17,798 | 475 | 0.0% | 0.01% | 54 | -11,193 | -38.61% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 15,419 | 411 | 0.0% | 0.0% | 55 | -21,190 | -57.88% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 15,248 | 407 | 0.0% | 0.0% | 56 | -331 | -2.12% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 15,139 | 404 | 0.0% | 0.0% | 57 | -22,221 | -59.48% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 14,799 | 395 | 0.0% | 0.0% | 58 | +51 | 0.35% | Q1 2026 | May 08, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 12,581 | 336 | 0.0% | 0.0% | 59 | -718 | -5.4% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 12,477 | 333 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Reduced | 11,400 | 304 | 0.0% | 0.0% | 61 | -918 | -7.45% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 11,216 | 299 | 0.0% | 0.0% | 62 | -1,288 | -10.3% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 11,144 | 297 | 0.0% | — | 63 | +11,144 | New | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 10,783 | 288 | 0.0% | — | 64 | +10,783 | New | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 10,597 | 283 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 10,471 | 279 | 0.0% | 0.0% | 66 | -86 | -0.81% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 10,020 | 267 | 0.0% | 0.0% | 67 | +1,040 | 11.58% | Q1 2026 | May 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 9,753 | 260 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Meredith Wealth Planning | History | No change | 9,594 | 256 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 9,508 | 254 | 0.0% | 0.0% | 70 | +189 | 2.03% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 9,188 | 245 | 0.0% | — | 71 | +9,188 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 9,011 | 240 | 0.0% | — | 72 | +9,011 | New | Q1 2026 | May 01, 2026 |
| Legal & General Group Plc | History | Reduced | 8,466 | 226 | 0.0% | 0.0% | 73 | -607 | -6.69% | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 8,061 | 216 | 0.0% | — | 74 | +8,061 | New | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 8,048 | 215 | 0.0% | — | 75 | +8,048 | New | Q1 2026 | May 08, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 7,949 | 212 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 7,836 | 209 | 0.0% | 0.0% | 77 | -18,720 | -70.49% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 7,686 | 205 | 0.0% | 0.0% | 78 | -328 | -4.09% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,656 | 204 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | New | 7,509 | 200 | 0.0% | — | 82 | +7,509 | New | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 7,491 | 200 | 0.0% | 0.0% | 80 | +2,307 | 44.5% | Q1 2026 | May 06, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 7,500 | 200 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 6,700 | 179 | 0.0% | 0.0% | 83 | +4,100 | 157.69% | Q1 2026 | Apr 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,441 | 145 | 0.0% | 0.0% | 84 | +136 | 2.56% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 5,020 | 134 | 0.0% | — | 85 | +5,020 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,617 | 123 | 0.0% | 0.0% | 86 | -73 | -1.56% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 4,517 | 120 | 0.0% | 0.0% | 87 | -8,848 | -66.2% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 4,352 | 116 | 0.0% | 0.0% | 88 | +2,779 | 176.67% | Q1 2026 | May 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,312 | 115 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,089 | 109 | 0.0% | 0.0% | 90 | +3,700 | 951.16% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,617 | 96 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 3,203 | 86 | 0.0% | 0.0% | 92 | +91 | 2.92% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 2,849 | 76 | 0.0% | 0.0% | 93 | +10 | 0.35% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 2,451 | 65 | 0.0% | — | 94 | +2,451 | New | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 2,246 | 60 | 0.0% | 0.0% | 95 | -2,721 | -54.78% | Q1 2026 | May 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,809 | 47 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,100 | 29 | 0.0% | — | 97 | +1,100 | New | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,043 | 27 | 0.0% | 0.0% | 98 | +8 | 0.77% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,000 | 26 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 957 | 25 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 790 | 21 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | New | 647 | 17 | 0.0% | — | 103 | +647 | New | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 644 | 17 | 0.0% | 0.0% | 102 | +90 | 16.25% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 497 | 13 | 0.0% | 0.0% | 104 | -4 | -0.8% | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 500 | 13 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Added to | 485 | 12 | 0.0% | 0.0% | 107 | +174 | 55.95% | Q1 2026 | Apr 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 441 | 12 | 0.0% | 0.0% | 106 | +146 | 49.49% | Q1 2026 | Apr 28, 2026 |
| GAMMA Investing LLC | History | Reduced | 442 | 11 | 0.0% | 0.0% | 108 | -30 | -6.36% | Q1 2026 | Apr 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 379 | 10 | 0.0% | 0.0% | 110 | -281 | -42.58% | Q1 2026 | Apr 22, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 388 | 10 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 345 | 9 | 0.0% | — | 111 | +323 | 1468.18% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 300 | 8 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 282 | 7 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 195 | 5 | 0.0% | 0.0% | 114 | +35 | 21.88% | Q1 2026 | Apr 06, 2026 |
| Arax Advisory Partners | History | Added to | 75 | 2 | 0.0% | 0.0% | 115 | +20 | 36.36% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 109 | 2 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | No change | 108 | 2 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| North Star Investment Management Corp. | History | New | 41 | 1 | 0.0% | — | 121 | +41 | New | Q1 2026 | Apr 23, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 41 | 1 | 0.0% | — | 119 | +38 | 1266.67% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 50 | 1 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | No change | 74 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| BANC FUNDS CO LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -18,403 | -100.0% | Q1 2026 | May 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,410 | -100.0% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -360 | -100.0% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 7 | 0 | — | 0.0% | — | -335 | -97.95% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | May 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Added to | 8 | 0 | — | — | — | +4 | 100.0% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q1 2026 | May 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 36 | 0 | — | — | — | +1 | 2.86% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 29 | 0 | — | — | — | +1 | 3.57% | Q1 2026 | Apr 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SJS Investment Consulting Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| True Wealth Design, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |