HINGHAM INSTN SVGS MASS - HIFS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Maren Capital LLC | History | Added to | 208,659 | 59,250 | 3.19% | 3.01% | 1 | +3,726 | 1.82% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 130,667 | 37,104 | 0.0% | 0.0% | 2 | +2,587 | 2.02% | Q4 2025 | Feb 12, 2026 |
| Doma Perpetual Capital Management LLC | History | Added to | 117,354 | 33,323 | 9.37% | 7.75% | 3 | +29,807 | 34.05% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 107,030 | 30,392 | 0.31% | 0.3% | 4 | -5,743 | -5.09% | Q4 2025 | Feb 09, 2026 |
| VANGUARD GROUP INC | History | Added to | 99,121 | 28,146 | 0.0% | 0.0% | 5 | +1,285 | 1.31% | Q4 2025 | Jan 29, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | No change | 81,087 | 23,025 | 0.8% | 0.72% | 6 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| STATE STREET CORP | History | Reduced | 78,735 | 22,357 | 0.0% | 0.0% | 7 | -2,864 | -3.51% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 57,515 | 16,331 | 0.0% | 0.0% | 8 | -2,234 | -3.74% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 57,489 | 16,324 | 0.0% | 0.0% | 9 | -12,509 | -17.87% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 44,157 | 12,541 | 0.0% | 0.0% | 10 | +1,113 | 2.59% | Q4 2025 | Feb 09, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 37,086 | 10,530 | 0.03% | 0.03% | 11 | -460 | -1.23% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 29,324 | 8,327 | 0.0% | 0.0% | 12 | +5,596 | 23.58% | Q4 2025 | Feb 13, 2026 |
| De Lisle Partners LLP | History | No change | 26,759 | 7,605 | 0.98% | 0.87% | 13 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 24,842 | 7,054 | 0.05% | 0.05% | 14 | +105 | 0.42% | Q4 2025 | Feb 13, 2026 |
| Crawford Fund Management, LLC | History | Added to | 24,566 | 6,975 | 0.92% | 0.82% | 15 | +5,139 | 26.45% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 17,935 | 5,092 | 0.0% | 0.0% | 16 | -1,989 | -9.98% | Q4 2025 | Mar 25, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 15,323 | 4,351 | 0.0% | 0.0% | 17 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 14,870 | 4,222 | 0.08% | — | 18 | +14,870 | New | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 13,869 | 3,938 | 0.0% | 0.0% | 19 | -2,270 | -14.07% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 13,073 | 3,712 | 0.0% | 0.0% | 20 | -767 | -5.54% | Q4 2025 | Feb 17, 2026 |
| HENNESSY ADVISORS INC | History | No change | 13,000 | 3,691 | 0.13% | 0.12% | 21 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Wealth | History | Added to | 11,099 | 3,151 | 0.0% | 0.0% | 22 | +19 | 0.17% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 8,205 | 2,329 | 0.0% | 0.0% | 23 | +1,089 | 15.3% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 8,033 | 2,281 | 0.0% | 0.01% | 24 | -19,166 | -70.47% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 7,870 | 2,234 | 0.0% | 0.0% | 25 | -4,775 | -37.76% | Q4 2025 | Feb 17, 2026 |
| Liontrust Investment Partners LLP | History | Reduced | 7,350 | 2,087 | 0.03% | 0.03% | 26 | -265 | -3.48% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,963 | 1,977 | 0.0% | 0.0% | 27 | +2,400 | 52.6% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,702 | 1,903 | 0.0% | 0.0% | 28 | -7,154 | -51.63% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 6,532 | 1,854 | 0.06% | — | 29 | +6,532 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,369 | 1,808 | 0.0% | 0.0% | 30 | +3,642 | 133.55% | Q4 2025 | Feb 11, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 5,797 | 1,646 | 0.05% | 0.04% | 31 | +423 | 7.87% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Added to | 4,969 | 1,410 | 0.0% | 0.0% | 32 | +2,226 | 81.15% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 4,672 | 1,326 | 0.0% | 0.0% | 33 | -93 | -1.95% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 4,530 | 1,286 | 0.0% | 0.01% | 34 | -1,505 | -24.94% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 4,246 | 1,205 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 4,088 | 1,160 | 0.0% | 0.0% | 36 | +800 | 24.33% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 3,702 | 1,051 | 0.0% | 0.0% | 37 | -79 | -2.09% | Q4 2025 | Feb 19, 2026 |
| CITIGROUP INC | History | Reduced | 3,466 | 984 | 0.0% | 0.0% | 38 | -281 | -7.5% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,438 | 976 | 0.0% | 0.0% | 39 | +678 | 24.57% | Q4 2025 | Feb 13, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 3,295 | 935 | 0.06% | 0.06% | 40 | -86 | -2.54% | Q4 2025 | Jan 07, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 3,131 | 889 | 0.0% | 0.0% | 41 | -298 | -8.69% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 2,737 | 777 | 0.0% | — | 42 | +2,737 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,686 | 762 | 0.0% | 0.0% | 43 | +1,204 | 81.24% | Q4 2025 | Feb 17, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 2,562 | 727 | 0.2% | 0.09% | 44 | +1,431 | 126.53% | Q4 2025 | Jan 23, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,518 | 715 | 0.0% | 0.0% | 45 | -160 | -5.97% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,288 | 649 | 0.0% | 0.0% | 46 | +389 | 20.48% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 2,283 | 648 | 0.0% | 0.0% | 47 | +44 | 1.97% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | New | 2,243 | 636 | 0.02% | — | 48 | +2,243 | New | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 2,086 | 592 | 0.0% | 0.0% | 49 | -179 | -7.9% | Q4 2025 | Feb 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 2,080 | 590 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Reduced | 2,068 | 587 | 0.01% | 0.02% | 51 | -2,483 | -54.56% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | New | 2,062 | 585 | 0.01% | — | 52 | +2,062 | New | Q4 2025 | Feb 17, 2026 |
| Clean Yield Group | History | No change | 1,810 | 513 | 0.14% | 0.13% | 53 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,800 | 511 | 0.03% | 0.04% | 54 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 1,755 | 498 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SG Americas Securities, LLC | History | Added to | 1,742 | 495 | 0.0% | 0.0% | 56 | +326 | 23.02% | Q4 2025 | Jan 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,690 | 479 | 0.0% | 0.0% | 57 | -180 | -9.63% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 1,594 | 452 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WELCH & FORBES LLC | History | No change | 1,525 | 433 | 0.01% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AlphaQuest LLC | History | No change | 1,316 | 373 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,276 | 362 | 0.0% | 0.0% | 61 | -8 | -0.62% | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 1,230 | 349 | 0.1% | 0.1% | 62 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,213 | 344 | 0.0% | 0.0% | 63 | -54 | -4.26% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,187 | 337 | 0.0% | 0.0% | 64 | -710 | -37.43% | Q4 2025 | Feb 18, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,030 | 292 | 0.0% | 0.0% | 65 | -1,380 | -57.26% | Q4 2025 | Feb 17, 2026 |
| Wallace Capital Management Inc. | History | No change | 1,000 | 283 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 967 | 275 | 0.0% | 0.0% | 67 | -6 | -0.62% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 935 | 265 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 861 | 244 | 0.0% | 0.0% | 69 | -344 | -28.55% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 852 | 241 | 0.06% | 0.03% | 70 | +698 | 453.25% | Q4 2025 | Mar 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 780 | 221 | 0.0% | 0.0% | 71 | -884 | -53.13% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 745 | 211 | 0.0% | 0.0% | 72 | -31 | -3.99% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 739 | 209 | 0.0% | 0.0% | 73 | -61 | -7.63% | Q4 2025 | Jan 28, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 720 | 204 | 0.0% | 0.0% | 74 | -3,880 | -84.35% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 713 | 202 | 0.0% | — | 76 | +713 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 713 | 202 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Moors & Cabot, Inc. | History | New | 707 | 200 | 0.01% | — | 78 | +707 | New | Q4 2025 | Feb 10, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 705 | 200 | 0.0% | — | 77 | +705 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 423 | 120 | 0.0% | 0.0% | 79 | -289 | -40.59% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Reduced | 397 | 112 | 0.0% | 0.03% | 80 | -3,924 | -90.81% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 390 | 110 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 383 | 108 | 0.0% | 0.0% | 82 | +14 | 3.79% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 359 | 101 | 0.0% | — | 83 | +359 | New | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | New | 300 | 85 | 0.0% | — | 84 | +300 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 257 | 72 | 0.0% | 0.0% | 85 | -375 | -59.34% | Q4 2025 | Mar 16, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 223 | 63 | 0.0% | 0.0% | 86 | -7 | -3.04% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 208 | 59 | 0.01% | — | 87 | +208 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 206 | 58 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | New | 153 | 43 | 0.0% | — | 89 | +153 | New | Q4 2025 | Jan 29, 2026 |
| Legal & General Group Plc | History | Reduced | 145 | 41 | 0.0% | 0.0% | 90 | -3 | -2.03% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 147 | 41 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 125 | 35 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 125 | 35 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 103 | 29 | 0.0% | 0.0% | 94 | +6 | 6.19% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 95 | 26 | 0.0% | 0.0% | 95 | -1 | -1.04% | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 89 | 25 | 0.0% | 0.0% | 96 | -18 | -16.82% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 82 | 23 | 0.0% | 0.0% | 97 | +19 | 30.16% | Q4 2025 | Jan 26, 2026 |
| AMALGAMATED BANK | History | Added to | 52 | 15 | 0.0% | 0.0% | 98 | +1 | 1.96% | Q4 2025 | Feb 05, 2026 |
| Sachetta, LLC | History | No change | 56 | 15 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 52 | 14 | 0.0% | 0.0% | 100 | -59 | -53.15% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 49 | 13 | 0.0% | 0.0% | 101 | +11 | 28.95% | Q4 2025 | Jan 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 40 | 11 | 0.0% | 0.0% | 102 | -1 | -2.44% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 33 | 9 | 0.0% | 0.0% | 103 | +12 | 57.14% | Q4 2025 | Jan 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 34 | 9 | 0.0% | 0.0% | 104 | +8 | 30.77% | Q4 2025 | Jan 23, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 30 | 8 | 0.0% | — | 106 | +30 | New | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 29 | 8 | 0.0% | — | 105 | +29 | New | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | No change | 26 | 7 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 23 | 6 | 0.0% | — | 108 | +21 | 1050.0% | Q4 2025 | Jan 15, 2026 |
| Arax Advisory Partners | History | Reduced | 18 | 5 | 0.0% | 0.0% | 109 | -11 | -37.93% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 16 | 4 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kilter Group LLC | History | No change | 17 | 4 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 11 | 3 | 0.0% | 0.0% | 112 | +3 | 37.5% | Q4 2025 | Jan 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 8 | 2 | 0.0% | — | 115 | +8 | New | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 8 | 2 | 0.0% | 0.0% | 113 | +1 | 14.29% | Q4 2025 | Feb 06, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 8 | 2 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | New | 5 | 1 | 0.0% | — | 117 | +5 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 6 | 1 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,899 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aristides Capital LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,135 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,754 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,644 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -816 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RWA WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -775 | -100.0% | Q3 2025 | Nov 10, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -766 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |