MBIA INC - MBI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KAHN BROTHERS GROUP INC | History | No change | 4,213,920 | 27,474 | 4.34% | 4.34% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 3,673,151 | 23,948 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wolf Hill Capital Management, LP | History | No change | 2,118,014 | 13,809 | 1.15% | 1.15% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,991,235 | 12,982 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALUEWORKS LLC | History | No change | 1,967,228 | 12,826 | 2.68% | 2.68% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,142,258 | 7,449 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 1,092,959 | 7,126 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Cerity Partners LLC | History | No change | 1,087,425 | 7,090 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCW GROUP INC | History | No change | 1,065,260 | 6,945 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hosking Partners LLP | History | Reduced | 1,456,452 | 6,204 | 0.22% | 0.34% | 10 | -92,813 | -5.99% | Q3 2026 | Oct 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 503,300 | 3,281 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | No change | 478,005 | 3,116 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 459,085 | 2,993 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 444,082 | 2,895 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 400,226 | 2,609 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 376,149 | 2,452 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chou Associates Management Inc. | History | No change | 321,000 | 2,092 | 0.97% | 0.97% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 311,198 | 2,029 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 310,892 | 2,027 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITEBOX ADVISORS LLC | History | No change | 304,461 | 1,985 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 302,691 | 1,973 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 298,409 | 1,945 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 289,008 | 1,884 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 249,088 | 1,624 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 198,934 | 1,297 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 180,000 | 1,173 | 0.09% | 0.09% | 26 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Walleye Trading LLC | History | No change | 166,379 | 1,084 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 157,381 | 1,026 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alta Fundamental Advisers LLC | History | No change | 148,662 | 969 | 0.29% | 0.29% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 148,421 | 967 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 146,561 | 956 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 140,983 | 919 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 140,854 | 918 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Nuveen, LLC | History | No change | 134,435 | 876 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GROUP ONE TRADING LLC | History | No change | 129,044 | 841 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 127,844 | 833 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | No change | 115,006 | 749 | 0.19% | 0.19% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 113,013 | 736 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 101,858 | 664 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 99,763 | 650 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IMC-Chicago, LLC | History | No change | 88,511 | 577 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 81,700 | 532 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 76,686 | 499 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 77,440 | 457 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 69,397 | 452 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Invesco Ltd. | History | No change | 67,532 | 440 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 66,458 | 433 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 58,815 | 383 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 83,337 | 355 | 0.02% | 0.03% | 49 | +6,140 | 7.95% | Q3 2026 | Oct 26, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 51,490 | 335 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 46,010 | 299 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 43,643 | 284 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Empirical Asset Management, LLC | History | No change | 42,300 | 275 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Unifi Asset Management LP | History | No change | 37,773 | 246 | 0.1% | 0.1% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 37,008 | 241 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 32,235 | 210 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 31,676 | 206 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Embree Financial Group | History | New | 48,000 | 204 | 0.02% | — | 58 | +48,000 | New | Q3 2026 | Oct 22, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 29,804 | 194 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 24,866 | 162 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 24,465 | 159 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 24,282 | 158 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 24,154 | 157 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MARSHALL WACE, LLP | History | No change | 24,092 | 157 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 21,378 | 139 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 20,309 | 134 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 30,429 | 129 | 0.0% | 0.0% | 67 | +4,188 | 15.96% | Q3 2026 | Nov 04, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 18,175 | 118 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 17,901 | 116 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 25,075 | 106 | 0.05% | 0.05% | 70 | +7,075 | 39.31% | Q3 2026 | Oct 23, 2026 |
| Seelaus Asset Management LLC | History | No change | 24,500 | 104 | 0.08% | 0.11% | 71 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 14,140 | 92 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 13,724 | 89 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 12,939 | 84 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 12,732 | 83 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brevan Howard Capital Management LP | History | No change | 12,567 | 81 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 12,515 | 81 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 11,414 | 74 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Choate Investment Advisors | History | No change | 11,400 | 74 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 11,349 | 73 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 11,164 | 72 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 11,005 | 72 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 11,259 | 69 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 10,483 | 68 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 9,962 | 64 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inscription Capital, LLC | History | New | 14,771 | 62 | 0.01% | — | 86 | +14,771 | New | Q3 2026 | Nov 02, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,491 | 61 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | No change | 9,079 | 59 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 11,348 | 51 | 0.0% | — | 89 | +11,348 | New | Q3 2026 | Oct 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 6,740 | 43 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,850 | 31 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 4,223 | 27 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,602 | 23 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 5,060 | 21 | 0.0% | 0.0% | 94 | +4,224 | 505.26% | Q3 2026 | Oct 01, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,991 | 19 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,195 | 14 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 2,292 | 9 | 0.0% | 0.0% | 97 | -19,319 | -89.39% | Q3 2026 | Nov 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 1,500 | 6 | 0.0% | 0.0% | 98 | -3,000 | -66.67% | Q3 2026 | Oct 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 990 | 6 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,408 | 5 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 639 | 4 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Quarry LP | History | No change | 741 | 4 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 649 | 4 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 834 | 3 | 0.0% | 0.0% | 104 | -102 | -10.9% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | No change | 495 | 3 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optiver Holding B.V. | History | No change | 464 | 3 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 324 | 1 | 0.0% | 0.0% | 109 | -357 | -52.42% | Q3 2026 | Nov 04, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 286 | 1 | 0.0% | — | 111 | +286 | New | Q3 2026 | Oct 23, 2026 |
| US BANCORP \DE\ | History | No change | 186 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EASTERN BANK | History | No change | 300 | 1 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Triumph Capital Management | History | No change | 300 | 1 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -37,760 | -100.0% | Q3 2026 | Nov 02, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.0% | — | -31,588 | -100.0% | Q3 2026 | Oct 23, 2026 |
| 46 Peaks LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -19,398 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 143 | 0 | — | 0.0% | — | -305 | -68.08% | Q3 2026 | Oct 08, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 10 | 0 | — | — | — | -140 | -93.33% | Q3 2026 | Oct 16, 2026 |
| Bare Financial Services, Inc | History | New | 108 | 0 | — | — | — | +108 | New | Q3 2026 | Nov 04, 2026 |
| Parkside Financial Bank & Trust | History | New | 100 | 0 | — | — | — | +100 | New | Q3 2026 | Oct 27, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Root Financial Partners, LLC | History | New | 78 | 0 | — | — | — | +78 | New | Q3 2026 | Oct 21, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 52 | 0 | — | — | — | -76 | -59.38% | Q3 2026 | Oct 26, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -74 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Parallel Advisors, LLC | History | Reduced | 26 | 0 | — | — | — | -70 | -72.92% | Q3 2026 | Nov 03, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -63 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 61 | 0 | — | — | — | +50 | 454.55% | Q3 2026 | Oct 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -42 | -100.0% | Q3 2026 | Oct 07, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 6 | 0 | — | — | — | -25 | -80.65% | Q3 2026 | Oct 16, 2026 |
| Essential Partners LLC | History | Added to | 43 | 0 | — | — | — | +24 | 126.32% | Q3 2026 | Oct 14, 2026 |
| True Wealth Design, LLC | History | Added to | 33 | 0 | — | — | — | +13 | 65.0% | Q3 2026 | Oct 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Management Professionals, Inc. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Larson Financial Group LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arlington Trust Co LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |