Idaho Strategic Resources, Inc. - IDR
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 | No change | 1,250,250 | 40,945 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 1,231,955 | 40,346 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 662,444 | 21,695 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 412,096 | 13,499 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 375,376 | 12,293 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 324,100 | 10,614 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 266,718 | 8,735 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 222,220 | 7,277 | 0.36% | 0.36% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 170,573 | 5,586 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bridgewater Associates, LP | History | No change | 167,828 | 5,496 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 156,851 | 5,136 | 0.41% | 0.41% | 11 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHERN TRUST CORP | History | No change | 156,476 | 5,124 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 144,871 | 4,744 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JW Asset Management, LLC | History | No change | 141,197 | 4,624 | 1.45% | 1.45% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 107,813 | 3,530 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 105,380 | 3,451 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 93,681 | 3,068 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 83,395 | 2,731 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 81,017 | 2,653 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DRW Securities, LLC | History | No change | 75,223 | 2,463 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 74,344 | 2,434 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 73,000 | 2,390 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 66,185 | 2,167 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 65,838 | 2,156 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 65,371 | 2,140 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HITE Hedge Asset Management LLC | History | No change | 60,543 | 1,982 | 0.11% | 0.11% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 60,443 | 1,979 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 58,376 | 1,918 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 58,081 | 1,902 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 54,752 | 1,793 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 50,170 | 1,611 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 46,113 | 1,510 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Round Rock Advisors LLC | History | No change | 43,988 | 1,440 | 0.19% | 0.19% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 42,939 | 1,406 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 42,246 | 1,383 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 33,852 | 1,108 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | No change | 33,775 | 1,106 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | No change | 33,457 | 1,095 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 32,262 | 1,056 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 32,082 | 1,050 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 31,800 | 1,041 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 29,986 | 982 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 28,007 | 917 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 24,895 | 815 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 23,698 | 776 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aquatic Capital Management LLC | History | No change | 22,830 | 747 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVFG LLC | History | No change | 21,050 | 689 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 20,595 | 674 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 20,388 | 667 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 18,603 | 609 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quadrature Capital Ltd | History | No change | 17,673 | 578 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | No change | 17,309 | 566 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 16,782 | 549 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FMR LLC | History | No change | 15,589 | 510 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 15,550 | 509 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 15,246 | 499 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 15,213 | 498 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 15,150 | 495 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 15,000 | 491 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALPS ADVISORS INC | History | No change | 14,323 | 469 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Harvest Investment Services, LLC | History | No change | 14,082 | 461 | 0.07% | 0.07% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 12,922 | 423 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AVIVA PLC | History | No change | 12,813 | 419 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,780 | 419 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 12,798 | 419 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 12,602 | 413 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | No change | 12,632 | 413 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 12,607 | 412 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 12,002 | 393 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centiva Capital, LP | History | No change | 11,835 | 387 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 11,816 | 386 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 11,530 | 377 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 11,053 | 361 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fermata Advisors, LLC | History | No change | 10,341 | 338 | 0.07% | 0.07% | 74 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Enhancing Capital LLC | History | No change | 10,200 | 334 | 0.23% | 0.23% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orchard Capital Management, LLC | History | No change | 9,956 | 326 | 0.32% | 0.32% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 9,256 | 303 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 8,952 | 293 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 8,650 | 283 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 8,628 | 282 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HSBC HOLDINGS PLC | History | No change | 8,575 | 279 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 8,339 | 273 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 8,200 | 268 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,035 | 263 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 7,624 | 249 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 7,400 | 242 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,200 | 235 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 7,067 | 231 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,905 | 226 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,308 | 181 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,025 | 164 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Russell Investments Group, Ltd. | History | No change | 4,853 | 158 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 4,238 | 138 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 3,662 | 119 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 2,654 | 86 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,337 | 76 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GROUP ONE TRADING LLC | History | No change | 2,323 | 76 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 1,579 | 51 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Legal & General Group Plc | History | No change | 1,490 | 48 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 1,487 | 48 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,393 | 45 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,130 | 37 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,000 | 32 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,000 | 32 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | No change | 885 | 28 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantbot Technologies LP | History | No change | 820 | 26 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 775 | 25 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 515 | 16 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rialto Wealth Management, LLC | History | No change | 500 | 16 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 485 | 15 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 413 | 13 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 423 | 13 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 251 | 8 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 203 | 6 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 209 | 6 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| GAMMA Investing LLC | History | No change | 185 | 6 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SBI Securities Co., Ltd. | History | No change | 167 | 5 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 150 | 4 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 127 | 4 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stone House Investment Management, LLC | History | No change | 128 | 4 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 118 | 3 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 112 | 3 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 64 | 2 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 78 | 2 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sterling Capital Management LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SWAN Capital LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 33 | 0 | — | — | — | +32 | 3200.0% | Q3 2026 | Oct 01, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |