INVESTORS TITLE CO - ITIC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MARKEL GROUP INC. | History | No change | 213,300 | 46,358 | 0.39% | 0.42% | 1 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | Reduced | 109,833 | 23,871 | 0.0% | 0.0% | 2 | -1,474 | -1.32% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 82,661 | 20,635 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 73,065 | 15,880 | 0.0% | 0.0% | 4 | +178 | 0.24% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 60,617 | 13,174 | 0.0% | — | 5 | +60,617 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 50,648 | 11,007 | 0.01% | 0.01% | 6 | +19,116 | 60.62% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 37,268 | 8,101 | 0.0% | 0.0% | 7 | +572 | 1.56% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 31,098 | 6,758 | 0.0% | 0.0% | 8 | +10,958 | 54.41% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 29,616 | 6,436 | 0.0% | 0.0% | 9 | -433 | -1.44% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 23,800 | 5,941 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| THIRD AVENUE MANAGEMENT LLC | History | No change | 21,894 | 4,758 | 0.77% | 0.99% | 11 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 19,073 | 4,145 | 0.0% | 0.0% | 12 | -4,159 | -17.9% | Q1 2026 | May 15, 2026 |
| Aristides Capital LLC | History | Added to | 18,953 | 4,119 | 0.89% | 0.74% | 13 | +2,273 | 13.63% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 13,161 | 2,860 | 0.0% | 0.0% | 14 | -6,854 | -34.24% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 13,114 | 2,850 | 0.0% | 0.0% | 15 | +588 | 4.69% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 12,753 | 2,771 | 0.0% | 0.0% | 16 | -687 | -5.11% | Q1 2026 | May 05, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 11,685 | 2,539 | 0.0% | — | 17 | +11,685 | New | Q1 2026 | May 08, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 10,743 | 2,334 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 10,686 | 2,322 | 0.0% | — | 19 | +10,686 | New | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 8,796 | 1,911 | 0.0% | 0.0% | 20 | +1,922 | 27.96% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 7,107 | 1,544 | 0.0% | 0.0% | 21 | -160 | -2.2% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 6,766 | 1,470 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,174 | 1,341 | 0.0% | 0.0% | 23 | -253 | -3.94% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 4,988 | 1,084 | 0.0% | 0.0% | 24 | +28 | 0.56% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,780 | 1,038 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 4,065 | 883 | 0.36% | 0.45% | 26 | -150 | -3.56% | Q1 2026 | May 05, 2026 |
| RBF Capital, LLC | History | No change | 4,000 | 869 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Invesco Ltd. | History | Reduced | 3,966 | 861 | 0.0% | 0.0% | 28 | -61 | -1.51% | Q1 2026 | May 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 3,866 | 840 | 0.01% | 0.02% | 29 | -400 | -9.38% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 3,853 | 837 | 0.0% | 0.0% | 30 | -444 | -10.33% | Q1 2026 | May 15, 2026 |
| Militia Capital Partners, LP | History | No change | 3,354 | 837 | 0.32% | 0.32% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 3,718 | 808 | 0.5% | 0.59% | 32 | -482 | -11.48% | Q1 2026 | Apr 24, 2026 |
| Trexquant Investment LP | History | Reduced | 3,515 | 763 | 0.01% | 0.02% | 33 | -3,720 | -51.42% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 3,333 | 724 | 0.0% | 0.0% | 34 | +73 | 2.24% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Added to | 3,222 | 700 | 0.01% | 0.0% | 35 | +2,289 | 245.34% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 2,580 | 644 | 0.0% | 0.0% | 36 | -200 | -7.19% | Q1 2026 | May 15, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 2,925 | 635 | 0.08% | 0.09% | 37 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,919 | 634 | 0.0% | 0.0% | 38 | -653 | -18.28% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Reduced | 2,865 | 622 | 0.0% | 0.0% | 39 | -487 | -14.53% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 2,467 | 536 | 0.0% | 0.0% | 40 | +13 | 0.53% | Q1 2026 | Apr 30, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 2,404 | 522 | 0.03% | — | 41 | +2,404 | New | Q1 2026 | May 08, 2026 |
| STRS OHIO | History | No change | 2,300 | 499 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 2,199 | 477 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,992 | 432 | 0.0% | 0.0% | 45 | -666 | -25.06% | Q1 2026 | May 13, 2026 |
| AVIVA PLC | History | Added to | 1,990 | 432 | 0.0% | 0.0% | 44 | +123 | 6.59% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,909 | 414 | 0.0% | 0.0% | 46 | +71 | 3.86% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 1,809 | 393 | 0.0% | 0.0% | 47 | -46 | -2.48% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 1,703 | 370 | 0.0% | 0.0% | 48 | +282 | 19.85% | Q1 2026 | May 12, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,647 | 357 | 0.01% | 0.02% | 49 | +3 | 0.18% | Q1 2026 | Apr 21, 2026 |
| Bridge City Capital, LLC | History | Reduced | 1,464 | 318 | 0.09% | 0.11% | 50 | -84 | -5.43% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,419 | 316 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Numerai GP LLC | History | New | 1,429 | 310 | 0.03% | — | 52 | +1,429 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,391 | 302 | 0.0% | 0.0% | 53 | -6,513 | -82.4% | Q1 2026 | May 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,384 | 300 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Trust Co of the South | History | No change | 1,362 | 296 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 1,330 | 289 | 0.0% | 0.0% | 56 | -478 | -26.44% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 1,300 | 282 | 0.01% | 0.01% | 58 | -45 | -3.35% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 1,300 | 282 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 1,296 | 281 | 0.08% | 0.09% | 59 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,250 | 271 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 1,250 | 271 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Engineers Gate Manager LP | History | Added to | 1,179 | 256 | 0.0% | 0.0% | 62 | +274 | 30.28% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,137 | 249 | 0.0% | 0.0% | 63 | -397 | -25.88% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 1,072 | 232 | 0.0% | 0.0% | 65 | -7 | -0.65% | Q1 2026 | Apr 20, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 1,068 | 232 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 1,061 | 230 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealth Group, Ltd. | History | No change | 1,054 | 229 | 0.21% | 0.26% | 67 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,025 | 222 | 0.0% | 0.0% | 68 | -1,055 | -50.72% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 1,026 | 222 | 0.0% | 0.0% | 69 | +240 | 30.53% | Q1 2026 | May 06, 2026 |
| Canal Capital Management, LLC | History | Added to | 1,008 | 219 | 0.03% | 0.04% | 70 | +2 | 0.2% | Q1 2026 | Apr 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 996 | 217 | 0.0% | 0.0% | 71 | +193 | 24.03% | Q1 2026 | May 15, 2026 |
| Park Place Capital Corp | History | New | 780 | 169 | 0.03% | — | 72 | +780 | New | Q1 2026 | Apr 09, 2026 |
| MetLife Investment Management, LLC | History | No change | 753 | 163 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 707 | 153 | 0.0% | 0.0% | 74 | -2,071 | -74.55% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 650 | 141 | 0.0% | 0.0% | 75 | -37 | -5.39% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 645 | 140 | 0.0% | — | 76 | +645 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 607 | 131 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 426 | 92 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WHITTIER TRUST CO | History | No change | 400 | 89 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AlphaQuest LLC | History | No change | 318 | 79 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 360 | 78 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 338 | 73 | 0.05% | 0.06% | 82 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 291 | 63 | 0.0% | 0.0% | 83 | -22 | -7.03% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 263 | 57 | 0.0% | 0.0% | 84 | +196 | 292.54% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 225 | 49 | 0.0% | 0.0% | 85 | -17 | -7.02% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 201 | 44 | 0.0% | 0.0% | 86 | +8 | 4.15% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 202 | 43 | 0.0% | 0.0% | 87 | +47 | 30.32% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 189 | 41 | 0.0% | 0.0% | 88 | -6 | -3.08% | Q1 2026 | May 15, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 150 | 32 | 0.02% | 0.03% | 89 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Legal & General Group Plc | History | Reduced | 131 | 28 | 0.0% | 0.0% | 90 | -4 | -2.96% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 111 | 24 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 87 | 18 | 0.0% | 0.0% | 93 | -25 | -22.32% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 84 | 18 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 78 | 16 | 0.0% | 0.0% | 94 | -10 | -11.36% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 77 | 16 | 0.0% | 0.0% | 96 | -8 | -9.41% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 76 | 16 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 50 | 10 | 0.0% | 0.0% | 97 | -1 | -1.96% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 40 | 8 | 0.0% | 0.0% | 98 | -29 | -42.03% | Q1 2026 | Apr 22, 2026 |
| Versant Capital Management, Inc | History | No change | 39 | 8 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 30 | 6 | 0.0% | — | 100 | +30 | New | Q1 2026 | Apr 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 22 | 5 | 0.0% | 0.0% | 101 | +13 | 144.44% | Q1 2026 | Apr 28, 2026 |
| Bank & Trust Co | History | No change | 22 | 4 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 16 | 3 | 0.0% | 0.0% | 103 | +9 | 128.57% | Q1 2026 | Apr 07, 2026 |
| Optiver Holding B.V. | History | No change | 14 | 3 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| GAMMA Investing LLC | History | Reduced | 7 | 1 | 0.0% | 0.0% | 105 | -11 | -61.11% | Q1 2026 | Apr 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 6 | 1 | 0.0% | — | 107 | +6 | New | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 7 | 1 | 0.0% | 0.0% | 106 | +2 | 40.0% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,863 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -3,070 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,957 | -100.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,124 | -100.0% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -1,500 | -99.87% | Q1 2026 | Apr 30, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,074 | -100.0% | Q1 2026 | May 14, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,063 | -100.0% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -905 | -100.0% | Q1 2026 | May 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -894 | -100.0% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -717 | -100.0% | Q1 2026 | May 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -560 | -100.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -290 | -100.0% | Q1 2026 | May 11, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -12 | -85.71% | Q1 2026 | Jun 02, 2026 |
| MAI Capital Management | History | Added to | 4 | 0 | — | — | — | +3 | 300.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 01, 2026 |
| Root Financial Partners, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 14, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cornerstone Planning Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Covestor Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |