iSHARES TRUST - LMUB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | New | 12,013,761 | 599,847 | 0.16% | — | 1 | +12,013,761 | New | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | New | 5,812,359 | 290,211 | 0.08% | — | 2 | +5,812,359 | New | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | New | 1,962,505 | 97,791 | 0.01% | — | 3 | +1,962,505 | New | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | New | 1,409,170 | 70,359 | 0.0% | — | 4 | +1,409,170 | New | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 1,187,412 | 59,287 | 0.16% | — | 5 | +1,187,412 | New | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | New | 1,130,875 | 56,464 | 0.06% | — | 6 | +1,130,875 | New | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 1,107,507 | 55,298 | 0.43% | — | 7 | +1,107,507 | New | Q1 2026 | Apr 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 816,931 | 40,789 | 0.23% | — | 8 | +816,931 | New | Q1 2026 | Apr 29, 2026 |
| KM Capital Management Ltd. | History | New | 411,226 | 20,738 | 13.95% | — | 9 | +411,226 | New | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | New | 327,024 | 16,328 | 0.09% | — | 10 | +327,024 | New | Q1 2026 | May 05, 2026 |
| Icon Wealth Advisors, LLC | History | New | 293,216 | 14,860 | 0.96% | — | 11 | +293,216 | New | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 257,739 | 12,868 | 0.16% | — | 12 | +257,739 | New | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Reduced | 256,048 | 12,784 | 0.0% | 0.0% | 13 | -65,952 | -20.48% | Q1 2026 | May 13, 2026 |
| One Wealth Advisors, LLC | History | New | 243,858 | 12,175 | 1.52% | — | 14 | +243,858 | New | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | New | 211,325 | 10,551 | 0.0% | — | 15 | +211,325 | New | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | New | 207,877 | 10,379 | 0.1% | — | 16 | +207,877 | New | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | New | 183,495 | 9,161 | 0.01% | — | 17 | +183,495 | New | Q1 2026 | May 12, 2026 |
| Buttonwood Financial Group, LLC | History | New | 183,054 | 9,139 | 5.62% | — | 18 | +183,054 | New | Q1 2026 | Apr 15, 2026 |
| Detalus Advisors, LLC | History | New | 166,954 | 8,336 | 1.9% | — | 19 | +166,954 | New | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 160,535 | 8,015 | 0.07% | — | 20 | +160,535 | New | Q1 2026 | May 13, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 158,388 | 7,908 | 1.55% | 0.61% | 21 | +99,370 | 168.37% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | New | 152,220 | 7,600 | 0.02% | — | 22 | +152,220 | New | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | New | 148,075 | 7,393 | 0.0% | — | 23 | +148,075 | New | Q1 2026 | May 05, 2026 |
| Tyche Wealth Partners LLC | History | New | 127,929 | 6,387 | 0.98% | — | 24 | +127,929 | New | Q1 2026 | May 06, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | New | 127,016 | 6,341 | 1.98% | — | 25 | +127,016 | New | Q1 2026 | Apr 17, 2026 |
| Atlatl Advisers LLC | History | New | 125,775 | 6,279 | 4.66% | — | 26 | +125,775 | New | Q1 2026 | May 07, 2026 |
| Kelly Financial Services LLC | History | New | 119,658 | 5,971 | 1.44% | — | 27 | +119,658 | New | Q1 2026 | Apr 13, 2026 |
| Savvy Advisors, Inc. | History | New | 106,898 | 5,337 | 0.14% | — | 28 | +106,898 | New | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 101,206 | 5,050 | 0.01% | — | 29 | +101,206 | New | Q1 2026 | May 01, 2026 |
| SEEDS INVESTOR LLC | History | New | 91,318 | 4,632 | 0.63% | — | 30 | +91,318 | New | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | New | 87,141 | 4,350 | 0.05% | — | 31 | +87,141 | New | Q1 2026 | May 05, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 82,376 | 4,113 | 0.41% | — | 32 | +82,376 | New | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | New | 81,952 | 4,091 | 0.02% | — | 33 | +81,952 | New | Q1 2026 | Apr 30, 2026 |
| Advyzon Investment Management, LLC | History | New | 76,765 | 3,832 | 0.34% | — | 34 | +76,765 | New | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 76,654 | 3,827 | 0.02% | — | 35 | +76,654 | New | Q1 2026 | May 08, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | New | 74,907 | 3,804 | 1.66% | — | 36 | +74,907 | New | Q1 2026 | May 04, 2026 |
| Keebeck Wealth Management | History | New | 72,825 | 3,636 | 0.41% | — | 37 | +72,825 | New | Q1 2026 | May 14, 2026 |
| ONE Advisory Partners, LLC | History | New | 72,398 | 3,614 | 1.11% | — | 38 | +72,398 | New | Q1 2026 | Apr 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 70,274 | 3,561 | 0.06% | — | 39 | +70,274 | New | Q1 2026 | May 01, 2026 |
| May Hill Capital, LLC | History | New | 69,026 | 3,446 | 0.87% | — | 40 | +69,026 | New | Q1 2026 | May 06, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 65,692 | 3,280 | 2.72% | — | 41 | +65,692 | New | Q1 2026 | Apr 29, 2026 |
| Triad Wealth Partners, LLC | History | New | 64,256 | 3,208 | 0.25% | — | 42 | +64,256 | New | Q1 2026 | Apr 16, 2026 |
| JB Capital LLC | History | New | 64,121 | 3,201 | 0.13% | — | 43 | +64,121 | New | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 61,048 | 3,048 | 0.0% | 0.0% | 44 | +32,202 | 111.63% | Q1 2026 | May 05, 2026 |
| WealthShield Partners, LLC | History | New | 51,337 | 2,563 | 0.29% | — | 45 | +51,337 | New | Q1 2026 | May 01, 2026 |
| EFG International AG | History | New | 50,899 | 2,541 | 0.05% | — | 46 | +50,899 | New | Q1 2026 | May 15, 2026 |
| True Vision MN LLC | History | New | 47,072 | 2,350 | 1.21% | — | 47 | +47,072 | New | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 46,040 | 2,299 | 0.01% | — | 48 | +46,040 | New | Q1 2026 | Apr 30, 2026 |
| THEORY FINANCIAL LLC | History | New | 37,773 | 1,886 | 0.66% | — | 49 | +37,773 | New | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | New | 35,662 | 1,780 | 0.03% | — | 50 | +35,662 | New | Q1 2026 | Apr 27, 2026 |
| Cornerstone Planning Group LLC | History | New | 33,337 | 1,684 | 0.22% | — | 51 | +33,337 | New | Q1 2026 | May 06, 2026 |
| CreativeOne Wealth, LLC | History | New | 33,724 | 1,683 | 0.04% | — | 52 | +33,724 | New | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | New | 31,410 | 1,568 | 0.09% | — | 53 | +31,410 | New | Q1 2026 | Apr 29, 2026 |
| Apeiron RIA LLC | History | New | 30,905 | 1,543 | 0.36% | — | 54 | +30,905 | New | Q1 2026 | Apr 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 29,113 | 1,453 | 0.03% | — | 55 | +29,113 | New | Q1 2026 | May 11, 2026 |
| CONQUIS FINANCIAL LLC | History | Reduced | 27,900 | 1,419 | 1.18% | 1.49% | 56 | -6,420 | -18.71% | Q1 2026 | May 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 28,019 | 1,398 | 0.02% | — | 57 | +28,019 | New | Q1 2026 | May 13, 2026 |
| Gen-Wealth Partners Inc | History | New | 27,380 | 1,367 | 0.43% | — | 58 | +27,380 | New | Q1 2026 | May 08, 2026 |
| SMART Wealth LLC | History | New | 27,110 | 1,353 | 0.4% | — | 59 | +27,110 | New | Q1 2026 | Apr 23, 2026 |
| BENJAMIN EDWARDS INC | History | New | 26,739 | 1,335 | 0.01% | — | 60 | +26,739 | New | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | New | 24,244 | 1,216 | 0.01% | — | 61 | +24,244 | New | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | New | 24,116 | 1,204 | 0.02% | — | 62 | +24,116 | New | Q1 2026 | May 15, 2026 |
| Able Wealth Management LLC | History | New | 23,553 | 1,176 | 0.31% | — | 63 | +23,553 | New | Q1 2026 | Apr 24, 2026 |
| &PARTNERS | History | New | 22,082 | 1,102 | 0.01% | — | 64 | +22,082 | New | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | New | 21,851 | 1,091 | 0.03% | — | 65 | +21,851 | New | Q1 2026 | Apr 21, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 21,828 | 1,089 | 0.13% | — | 66 | +21,828 | New | Q1 2026 | Apr 23, 2026 |
| Redwood Investment Management, LLC | History | New | 21,734 | 1,085 | 0.13% | — | 67 | +21,734 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 21,041 | 1,050 | 0.0% | — | 68 | +21,041 | New | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 20,833 | 1,040 | 0.0% | — | 69 | +20,833 | New | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | New | 20,663 | 1,031 | 0.02% | — | 70 | +20,663 | New | Q1 2026 | May 14, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 20,091 | 1,003 | 0.77% | — | 71 | +20,091 | New | Q1 2026 | Apr 28, 2026 |
| Retirement Wealth Solutions LLC | History | New | 18,892 | 943 | 0.59% | — | 72 | +18,892 | New | Q1 2026 | Apr 07, 2026 |
| SigFig Wealth Management, LLC | History | New | 18,613 | 929 | 0.03% | — | 73 | +18,613 | New | Q1 2026 | Apr 14, 2026 |
| Aspire Private Capital, LLC | History | New | 18,570 | 927 | 0.21% | — | 74 | +18,570 | New | Q1 2026 | Apr 22, 2026 |
| Sovran Advisors, LLC | History | New | 18,005 | 912 | 0.07% | — | 75 | +18,005 | New | Q1 2026 | May 01, 2026 |
| CFS Investment Advisory Services, LLC | History | New | 17,025 | 866 | 0.06% | — | 76 | +17,025 | New | Q1 2026 | Apr 29, 2026 |
| TSA Wealth Managment LLC | History | New | 16,906 | 844 | 0.27% | — | 77 | +16,906 | New | Q1 2026 | May 01, 2026 |
| Modern Wealth Management, LLC | History | New | 16,643 | 834 | 0.01% | — | 78 | +16,643 | New | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | New | 15,582 | 778 | 0.04% | — | 79 | +15,582 | New | Q1 2026 | Apr 30, 2026 |
| Polaris Investment Advisors, LLC | History | New | 14,628 | 730 | 0.53% | — | 80 | +14,628 | New | Q1 2026 | Apr 21, 2026 |
| Cypress Wealth Services, LLC | History | New | 14,226 | 710 | 0.1% | — | 81 | +14,226 | New | Q1 2026 | Apr 15, 2026 |
| LifePlan Investment Advisors, Inc. | History | New | 13,759 | 686 | 0.27% | — | 83 | +13,759 | New | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 13,750 | 686 | 0.18% | — | 82 | +13,750 | New | Q1 2026 | Apr 29, 2026 |
| Archer Investment Management, LLC | History | New | 13,555 | 676 | 0.28% | — | 84 | +13,555 | New | Q1 2026 | Apr 08, 2026 |
| Shared Vision Wealth Group LLC | History | New | 13,473 | 672 | 0.27% | — | 85 | +13,473 | New | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | New | 12,423 | 620 | 0.0% | — | 86 | +12,423 | New | Q1 2026 | Apr 24, 2026 |
| Vantage Point Financial LLC | History | New | 11,465 | 572 | 0.2% | — | 87 | +11,465 | New | Q1 2026 | May 01, 2026 |
| Sharkey, Howes & Javer | History | New | 11,443 | 571 | 0.08% | — | 88 | +11,443 | New | Q1 2026 | Apr 08, 2026 |
| Richmond Investment Services, LLC | History | New | 11,276 | 563 | 0.09% | — | 89 | +11,276 | New | Q1 2026 | Apr 29, 2026 |
| AE Wealth Management LLC | History | New | 10,640 | 531 | 0.0% | — | 90 | +10,640 | New | Q1 2026 | May 13, 2026 |
| RCS Financial Planning, LLC | History | New | 9,773 | 487 | 0.25% | — | 92 | +9,773 | New | Q1 2026 | Apr 21, 2026 |
| EWA, LLC | History | New | 9,758 | 487 | 0.11% | — | 91 | +9,758 | New | Q1 2026 | Apr 23, 2026 |
| Integrated Advisors Network LLC | History | New | 9,509 | 474 | 0.02% | — | 93 | +9,509 | New | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | New | 9,393 | 468 | 0.0% | — | 94 | +9,393 | New | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | New | 9,360 | 467 | 0.03% | — | 95 | +9,360 | New | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | New | 9,069 | 452 | 0.0% | — | 96 | +9,069 | New | Q1 2026 | May 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 8,996 | 449 | 0.01% | — | 97 | +8,996 | New | Q1 2026 | Apr 27, 2026 |
| PUREfi Wealth, LLC | History | New | 8,865 | 442 | 0.29% | — | 98 | +8,865 | New | Q1 2026 | Apr 28, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 8,747 | 436 | 0.41% | — | 99 | +8,747 | New | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | New | 8,242 | 411 | 0.0% | — | 100 | +8,242 | New | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | New | 7,796 | 389 | 0.01% | — | 101 | +7,796 | New | Q1 2026 | Apr 10, 2026 |
| Corient Private Wealth LLC | History | New | 7,600 | 379 | 0.0% | — | 102 | +7,600 | New | Q1 2026 | May 15, 2026 |
| Lifeworks Advisors, LLC | History | New | 7,438 | 371 | 0.05% | — | 103 | +7,438 | New | Q1 2026 | May 04, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | New | 7,016 | 350 | 0.13% | — | 104 | +7,016 | New | Q1 2026 | Apr 09, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 6,944 | 346 | 0.02% | — | 105 | +6,944 | New | Q1 2026 | Apr 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 6,319 | 315 | 0.01% | — | 106 | +6,319 | New | Q1 2026 | Apr 28, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 6,130 | 306 | 0.17% | — | 107 | +6,130 | New | Q1 2026 | May 11, 2026 |
| Aegis Wealth Management, Inc. | History | New | 6,113 | 305 | 0.24% | — | 108 | +6,113 | New | Q1 2026 | Apr 20, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 6,074 | 303 | 0.14% | — | 109 | +6,074 | New | Q1 2026 | Apr 28, 2026 |
| Stirlingshire Investments, Inc. | History | New | 5,725 | 285 | 0.25% | — | 110 | +5,725 | New | Q1 2026 | May 04, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 5,659 | 283 | 0.01% | — | 111 | +5,659 | New | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 5,664 | 282 | 0.02% | — | 112 | +5,664 | New | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 5,550 | 277 | 0.0% | — | 113 | +5,550 | New | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 5,505 | 274 | 0.0% | — | 114 | +5,505 | New | Q1 2026 | May 15, 2026 |
| URS Advisory LLC | History | New | 5,316 | 265 | 0.19% | — | 115 | +5,316 | New | Q1 2026 | Apr 23, 2026 |
| Gateway Wealth Partners, LLC | History | New | 4,844 | 241 | 0.01% | — | 117 | +4,844 | New | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | New | 4,838 | 241 | 0.01% | — | 116 | +4,838 | New | Q1 2026 | May 13, 2026 |
| Roan Capital Partners | History | New | 4,721 | 235 | 0.22% | — | 118 | +4,721 | New | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 4,571 | 228 | 0.0% | — | 119 | +4,571 | New | Q1 2026 | May 01, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 4,474 | 223 | 0.01% | — | 120 | +4,474 | New | Q1 2026 | Apr 20, 2026 |
| SWMG, LLC | History | New | 4,426 | 220 | 0.06% | — | 121 | +4,426 | New | Q1 2026 | Apr 24, 2026 |
| Capital Asset Managemnet, LLC | History | New | 4,382 | 218 | 0.25% | — | 122 | +4,382 | New | Q1 2026 | Apr 14, 2026 |
| Raleigh Capital Management Inc. | History | New | 4,097 | 204 | 0.07% | — | 123 | +4,097 | New | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | New | 2,897 | 144 | 0.0% | — | 124 | +2,897 | New | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 2,821 | 140 | 0.01% | — | 125 | +2,821 | New | Q1 2026 | May 19, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 2,800 | 139 | 0.09% | — | 126 | +2,800 | New | Q1 2026 | Apr 21, 2026 |
| Indiana Trust & Investment Management Co | History | New | 1,750 | 87 | 0.03% | — | 127 | +1,750 | New | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | New | 1,722 | 85 | 0.0% | — | 128 | +1,722 | New | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | New | 1,519 | 75 | 0.0% | — | 129 | +1,519 | New | Q1 2026 | May 13, 2026 |
| LGT Financial Advisors LLC | History | New | 1,379 | 68 | 0.35% | — | 130 | +1,379 | New | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | New | 841 | 41 | 0.0% | — | 131 | +841 | New | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 618 | 30 | 0.0% | — | 132 | +618 | New | Q1 2026 | Apr 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 410 | 20 | 0.02% | — | 133 | +410 | New | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | New | 395 | 19 | 0.0% | — | 134 | +395 | New | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 245 | 12 | 0.0% | — | 135 | +245 | New | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | New | 11,775 | 11 | 0.0% | — | 136 | +11,775 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | New | 181 | 9 | 0.0% | — | 137 | +181 | New | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | New | 175 | 8 | 0.0% | — | 138 | +175 | New | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 148 | 7 | 0.0% | — | 139 | +148 | New | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | New | 141 | 7 | 0.0% | — | 140 | +141 | New | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | New | 115 | 5 | 0.0% | — | 141 | +115 | New | Q1 2026 | May 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 90 | 4 | 0.0% | — | 142 | +90 | New | Q1 2026 | May 08, 2026 |
| Signature Equity Partners, LLC | History | New | 85 | 4 | 0.0% | — | 143 | +85 | New | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -5,607 | -100.0% | Q1 2026 | Apr 28, 2026 |