James River Group Holdings, Inc. - JRVR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gallatin Point Capital LLC | History | No change | 5,859,375 | 36,914 | 15.51% | 12.71% | 1 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Zimmer Partners, LP | History | No change | 4,591,638 | 28,927 | 0.7% | 0.77% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 4,494,651 | 28,317 | 0.02% | 0.01% | 3 | +2,889,230 | 179.97% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 3,140,842 | 19,787 | 0.0% | 0.0% | 4 | +7,197 | 0.23% | Q1 2026 | May 13, 2026 |
| Enstar Group LTD | History | No change | 2,590,765 | 16,321 | 7.51% | 6.37% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CONTINENTAL GENERAL INSURANCE CO | History | New | 2,520,242 | 15,877 | 2.29% | — | 6 | +2,520,242 | New | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 2,264,383 | 14,401 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DONALD SMITH & CO., INC. | History | Added to | 1,820,969 | 11,472 | 0.21% | 0.2% | 8 | +149,749 | 8.96% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,726,019 | 10,873 | 0.0% | — | 9 | +1,726,019 | New | Q1 2026 | May 15, 2026 |
| RBF Capital, LLC | History | Added to | 1,128,525 | 7,109 | 0.35% | 0.3% | 10 | +78,525 | 7.48% | Q1 2026 | May 18, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,011,575 | 6,374 | 0.0% | 0.0% | 11 | -4,130 | -0.41% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Added to | 847,025 | 5,336 | 0.01% | 0.01% | 12 | +33,668 | 4.14% | Q1 2026 | May 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 845,243 | 5,324 | 0.0% | 0.0% | 13 | +73,231 | 9.49% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Added to | 825,675 | 5,201 | 0.0% | 0.0% | 14 | +13,785 | 1.7% | Q1 2026 | May 15, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | No change | 819,355 | 5,161 | 0.27% | 0.28% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 575,372 | 3,624 | 0.0% | 0.0% | 16 | -17,709 | -2.99% | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 501,534 | 3,159 | 0.07% | 0.07% | 17 | +11,392 | 2.32% | Q1 2026 | May 13, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 448,860 | 2,827 | 0.08% | 0.05% | 18 | +140,400 | 45.52% | Q1 2026 | May 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 364,577 | 2,297 | 0.0% | 0.0% | 19 | -418,681 | -53.45% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 364,199 | 2,294 | 0.0% | 0.0% | 20 | +97,694 | 36.66% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 353,923 | 2,229 | 0.0% | 0.0% | 21 | -8,188 | -2.26% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 349,741 | 2,203 | 0.01% | 0.01% | 22 | +76,975 | 28.22% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 344,023 | 2,167 | 0.0% | 0.0% | 23 | -38,539 | -10.07% | Q1 2026 | May 15, 2026 |
| Bronte Capital Management Pty Ltd. | History | Added to | 338,961 | 2,135 | 0.21% | 0.08% | 24 | +215,386 | 174.3% | Q1 2026 | Apr 27, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 319,900 | 2,034 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 321,363 | 2,024 | 0.0% | 0.0% | 26 | +21,532 | 7.18% | Q1 2026 | May 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 308,246 | 1,941 | 0.03% | 0.03% | 27 | -527 | -0.17% | Q1 2026 | May 22, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 284,379 | 1,791 | 0.0% | — | 28 | +284,379 | New | Q1 2026 | May 08, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 277,798 | 1,750 | 0.0% | — | 29 | +277,798 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 275,187 | 1,733 | 0.0% | 0.0% | 30 | +52,352 | 23.49% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 184,180 | 1,160 | 0.0% | 0.0% | 31 | -242,877 | -56.87% | Q1 2026 | May 15, 2026 |
| Topline Capital Management, LLC | History | New | 164,194 | 1,034 | 0.17% | — | 32 | +164,194 | New | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 160,458 | 1,010 | 0.0% | 0.0% | 33 | -64,603 | -28.7% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 145,201 | 914 | 0.0% | 0.0% | 34 | +7,231 | 5.24% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 117,895 | 739 | 0.0% | 0.0% | 35 | -20,168 | -14.61% | Q1 2026 | May 13, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 115,768 | 729 | 0.04% | 0.03% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 102,164 | 643 | 0.0% | 0.0% | 37 | +25,473 | 33.22% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 89,486 | 563 | 0.0% | 0.0% | 38 | +631 | 0.71% | Q1 2026 | Apr 30, 2026 |
| SEI INVESTMENTS CO | History | Added to | 83,400 | 525 | 0.0% | 0.0% | 39 | +35,948 | 75.76% | Q1 2026 | May 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 75,956 | 478 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 62,369 | 392 | 0.0% | 0.0% | 41 | -5,162 | -7.64% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 60,000 | 378 | 0.01% | 0.0% | 42 | +27,200 | 82.93% | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 56,057 | 353 | 0.15% | 0.08% | 43 | +11,290 | 25.22% | Q1 2026 | Apr 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 54,950 | 349 | 0.0% | 0.0% | 44 | -5,200 | -8.65% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 45,670 | 287 | 0.0% | 0.0% | 45 | -1,366 | -2.9% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 43,400 | 273 | 0.0% | 0.0% | 46 | +17,500 | 67.57% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | New | 40,158 | 252 | 0.0% | — | 47 | +40,158 | New | Q1 2026 | May 04, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 37,803 | 238 | 0.0% | 0.0% | 48 | +279 | 0.74% | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 36,690 | 231 | 0.0% | 0.0% | 49 | +6,608 | 21.97% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 35,900 | 226 | 0.0% | 0.0% | 50 | +679 | 1.93% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 34,975 | 220 | 0.0% | 0.0% | 51 | +15,093 | 75.91% | Q1 2026 | May 05, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 32,363 | 203 | 0.0% | 0.0% | 52 | -8,637 | -21.07% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 32,061 | 201 | 0.0% | 0.0% | 53 | +1,000 | 3.22% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 30,164 | 190 | 0.0% | 0.0% | 54 | +10,415 | 52.74% | Q1 2026 | May 15, 2026 |
| Canal Insurance CO | History | New | 30,000 | 189 | 0.04% | — | 55 | +30,000 | New | Q1 2026 | May 04, 2026 |
| Engineers Gate Manager LP | History | New | 29,209 | 184 | 0.0% | — | 57 | +29,209 | New | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Added to | 29,261 | 184 | 0.0% | 0.0% | 56 | +17,261 | 143.84% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | New | 27,150 | 171 | 0.0% | — | 58 | +27,150 | New | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 27,121 | 170 | 0.0% | 0.0% | 59 | +16,888 | 165.03% | Q1 2026 | May 12, 2026 |
| Odyssean, LLC | History | Added to | 26,648 | 167 | 0.06% | 0.1% | 60 | +4,452 | 20.06% | Q1 2026 | May 15, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 26,170 | 166 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sowell Financial Services LLC | History | No change | 26,496 | 166 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 22,227 | 140 | 0.0% | 0.0% | 63 | -6,175 | -21.74% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Added to | 22,023 | 138 | 0.0% | 0.0% | 64 | +9,547 | 76.52% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 21,089 | 132 | 0.0% | 0.0% | 65 | +5,665 | 36.73% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 20,468 | 128 | 0.0% | 0.0% | 66 | +6,486 | 46.39% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 19,376 | 122 | 0.0% | — | 67 | +19,376 | New | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 18,177 | 114 | 0.0% | 0.0% | 68 | -399 | -2.15% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,236 | 111 | 0.0% | 0.0% | 69 | +3,094 | 20.43% | Q1 2026 | Apr 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 17,547 | 110 | 0.0% | 0.0% | 70 | +408 | 2.38% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 15,593 | 98 | 0.0% | — | 71 | +15,593 | New | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 15,094 | 95 | 0.0% | 0.0% | 72 | -539 | -3.45% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Reduced | 15,185 | 95 | 0.0% | 0.0% | 73 | -203 | -1.32% | Q1 2026 | May 15, 2026 |
| FLAX POND CAPITAL, LLC | History | Reduced | 14,200 | 89 | 0.07% | 2.55% | 74 | -524,567 | -97.36% | Q1 2026 | May 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 13,949 | 87 | 0.0% | 0.0% | 75 | -29,405 | -67.83% | Q1 2026 | May 11, 2026 |
| Squarepoint Ops LLC | History | New | 12,972 | 81 | 0.0% | — | 76 | +12,972 | New | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 11,175 | 70 | 0.0% | — | 78 | +11,175 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 11,251 | 70 | 0.0% | 0.0% | 77 | +1,823 | 19.34% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 11,000 | 69 | 0.0% | 0.0% | 79 | -10,667 | -49.23% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,802 | 68 | 0.0% | 0.0% | 80 | -1,800 | -14.28% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 10,352 | 65 | 0.0% | 0.0% | 81 | -1,853 | -15.18% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | No change | 10,221 | 64 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 10,157 | 63 | 0.0% | 0.0% | 83 | -11,744 | -53.62% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 10,065 | 63 | 0.0% | — | 84 | +10,065 | New | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,912 | 56 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | Reduced | 8,861 | 55 | 0.0% | 0.0% | 86 | -52,080 | -85.46% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 7,800 | 49 | 0.0% | 0.0% | 87 | +7,401 | 1854.89% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,954 | 44 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,021 | 44 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,680 | 23 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 3,473 | 21 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,328 | 20 | 0.0% | 0.0% | 92 | +1,566 | 88.88% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 2,900 | 18 | 0.0% | 0.0% | 93 | -1,000 | -25.64% | Q1 2026 | May 13, 2026 |
| American Capital Advisory, LLC | History | No change | 2,600 | 16 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,422 | 15 | 0.0% | 0.0% | 95 | +1,112 | 84.89% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Added to | 2,277 | 14 | 0.0% | 0.0% | 97 | +1,810 | 387.58% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,239 | 14 | 0.0% | 0.0% | 96 | +671 | 42.79% | Q1 2026 | Apr 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,995 | 12 | 0.0% | 0.0% | 98 | -276 | -12.15% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 1,902 | 11 | 0.0% | 0.0% | 99 | +250 | 15.13% | Q1 2026 | Apr 06, 2026 |
| CITIGROUP INC | History | Added to | 1,713 | 10 | 0.0% | 0.0% | 100 | +878 | 105.15% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,384 | 8 | 0.0% | 0.0% | 101 | +7 | 0.51% | Q1 2026 | Apr 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,220 | 7 | 0.0% | 0.0% | 102 | -905 | -42.59% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Added to | 1,048 | 6 | 0.0% | 0.0% | 103 | +141 | 15.55% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | No change | 975 | 6 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 757 | 5 | 0.0% | 0.0% | 106 | +398 | 110.86% | Q1 2026 | Apr 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 884 | 5 | 0.0% | 0.0% | 105 | +82 | 10.22% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 537 | 3 | 0.0% | 0.0% | 107 | +337 | 168.5% | Q1 2026 | May 01, 2026 |
| Optiver Holding B.V. | History | Reduced | 380 | 2 | 0.0% | 0.0% | 109 | -272 | -41.72% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 337 | 2 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 281 | 1 | 0.0% | — | 111 | +281 | New | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | No change | 306 | 1 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.05% | — | -89,050 | -100.0% | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -69,787 | -100.0% | Q1 2026 | May 14, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,540 | -100.0% | Q1 2026 | May 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.01% | — | -29,667 | -100.0% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,047 | -100.0% | Q1 2026 | May 08, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -15,713 | -100.0% | Q1 2026 | Apr 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,454 | -100.0% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,654 | -100.0% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,175 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,688 | -100.0% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,732 | -100.0% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 27 | 0 | — | 0.0% | — | -2,415 | -98.89% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,158 | -100.0% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | New | 95 | 0 | — | — | — | +95 | New | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 65 | 0 | — | — | — | -65 | -50.0% | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 66 | 0 | — | — | — | +61 | 1220.0% | Q1 2026 | Apr 27, 2026 |
| Root Financial Partners, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 26 | 0 | — | — | — | +5 | 23.81% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 24 | 0 | — | — | — | +1 | 4.35% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 95 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 90 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cornerstone Planning Group LLC | History | No change | 123 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Essential Partners LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |