Nuveen California Quality Municipal Income Fund - NAC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 5,137,471 | 60,673 | 0.0% | 0.0% | 1 | +1,376,202 | 36.59% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 2,938,681 | 34,705 | 0.25% | 0.19% | 2 | +653,333 | 28.59% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,994,983 | 23,560 | 0.0% | 0.0% | 3 | +615,058 | 44.57% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,349,549 | 15,938 | 0.27% | 0.17% | 4 | +469,939 | 53.43% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,190,498 | 14,059 | 0.03% | 0.03% | 5 | +1,336 | 0.11% | Q4 2025 | Mar 16, 2026 |
| UBS Group AG | History | Reduced | 1,114,490 | 13,162 | 0.0% | 0.0% | 6 | -56,585 | -4.83% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 834,857 | 9,859 | 0.0% | 0.0% | 7 | +99,377 | 13.51% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 559,957 | 6,613 | 0.0% | 0.0% | 8 | +53,098 | 10.48% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Reduced | 544,093 | 6,425 | 0.01% | 0.01% | 9 | -7,156 | -1.3% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 475,879 | 5,620 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 413,675 | 4,885 | 0.0% | 0.0% | 11 | +338,370 | 449.33% | Q4 2025 | Feb 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 412,560 | 4,872 | 0.17% | 0.16% | 12 | +34,971 | 9.26% | Q4 2025 | Jan 14, 2026 |
| Ignite Planners, LLC | History | Added to | 357,359 | 4,266 | 0.65% | 0.62% | 13 | +27,247 | 8.25% | Q4 2025 | Feb 06, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 253,679 | 2,995 | 0.06% | 0.06% | 14 | +3,839 | 1.54% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 241,635 | 2,853 | 0.0% | 0.0% | 15 | +80,389 | 49.85% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 241,583 | 2,853 | 0.02% | 0.01% | 16 | +62,686 | 35.04% | Q4 2025 | Jan 29, 2026 |
| Southland Equity Partners LLC | History | Added to | 206,090 | 2,433 | 0.48% | 0.36% | 17 | +53,050 | 34.66% | Q4 2025 | Jan 14, 2026 |
| WHITTIER TRUST CO | History | Added to | 200,319 | 2,377 | 0.03% | 0.01% | 18 | +109,014 | 119.4% | Q4 2025 | Jan 26, 2026 |
| PFG Investments, LLC | History | Added to | 188,895 | 2,230 | 0.11% | 0.11% | 19 | +872 | 0.46% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 185,973 | 2,196 | 0.0% | — | 20 | +185,973 | New | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 166,184 | 1,962 | 0.02% | 0.02% | 21 | +9,461 | 6.04% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 164,459 | 1,942 | 0.0% | 0.0% | 22 | +12,144 | 7.97% | Q4 2025 | Feb 18, 2026 |
| DAVIDSON TRUST CO | History | No change | 148,098 | 1,749 | 0.73% | 0.7% | 23 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DKM Wealth Management, Inc. | History | No change | 142,401 | 1,681 | 1.25% | 1.31% | 24 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 125,196 | 1,478 | 0.01% | 0.01% | 25 | +1,918 | 1.56% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 113,077 | 1,335 | 0.01% | — | 26 | +113,077 | New | Q4 2025 | Feb 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 97,605 | 1,153 | 0.03% | 0.03% | 27 | +5,236 | 5.67% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 84,088 | 993 | 0.0% | 0.0% | 28 | -134 | -0.16% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 83,689 | 988 | 0.0% | 0.0% | 29 | +9,781 | 13.23% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 81,138 | 958 | 0.0% | 0.0% | 30 | +3,148 | 4.04% | Q4 2025 | Feb 17, 2026 |
| New Insight Wealth Advisors | History | Added to | 69,785 | 824 | 0.29% | 0.18% | 31 | +28,550 | 69.24% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 67,729 | 799 | 0.02% | 0.02% | 32 | +3,364 | 5.23% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 66,429 | 784 | 0.0% | 0.0% | 33 | +307 | 0.46% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 66,237 | 782 | 0.0% | 0.0% | 34 | -1,192 | -1.77% | Q4 2025 | Feb 12, 2026 |
| Atala Financial Inc | History | Reduced | 65,185 | 769 | 0.49% | 0.75% | 35 | -38,870 | -37.36% | Q4 2025 | Jan 23, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 64,754 | 764 | 0.0% | 0.0% | 36 | +838 | 1.31% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 63,500 | 749 | 0.01% | 0.01% | 37 | +28,500 | 81.43% | Q4 2025 | Feb 09, 2026 |
| Rareview Capital LLC | History | Added to | 66,243 | 739 | 0.48% | 0.45% | 38 | +76 | 0.11% | Q4 2025 | Jan 29, 2026 |
| Oder Investment Management, LLC | History | Added to | 61,836 | 730 | 0.53% | 0.48% | 39 | +3,678 | 6.32% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 61,063 | 721 | 0.0% | 0.0% | 40 | -1,400 | -2.24% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 59,626 | 704 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Reduced | 57,915 | 683 | 0.39% | 0.43% | 42 | -3,395 | -5.54% | Q4 2025 | Feb 09, 2026 |
| Virtu Financial LLC | History | New | 54,445 | 643 | 0.02% | — | 43 | +54,445 | New | Q4 2025 | Feb 23, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 53,250 | 628 | 0.05% | 0.05% | 44 | -2,000 | -3.62% | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 52,725 | 622 | 0.01% | 0.01% | 45 | +939 | 1.81% | Q4 2025 | Jan 29, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 49,816 | 588 | 0.34% | 0.34% | 46 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 49,563 | 585 | 0.02% | 0.02% | 47 | -1,570 | -3.07% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | No change | 48,541 | 573 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 46,000 | 543 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ORG Partners LLC | History | New | 44,224 | 522 | 0.09% | — | 50 | +44,224 | New | Q4 2025 | Jan 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 44,125 | 521 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cooper Financial Group | History | Added to | 42,152 | 497 | 0.05% | 0.05% | 52 | +1,339 | 3.28% | Q4 2025 | Jan 08, 2026 |
| Merit Financial Group, LLC | History | No change | 41,956 | 495 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 41,600 | 491 | 0.03% | 0.04% | 54 | -1,000 | -2.35% | Q4 2025 | Feb 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 40,750 | 481 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NewEdge Wealth, LLC | History | No change | 38,600 | 455 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 37,780 | 446 | 0.01% | 0.01% | 57 | -13,027 | -25.64% | Q4 2025 | Jan 21, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 36,327 | 429 | 0.01% | 0.01% | 58 | -75 | -0.21% | Q4 2025 | Feb 02, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 36,264 | 428 | 0.09% | 0.1% | 59 | -2,778 | -7.12% | Q4 2025 | Feb 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 34,098 | 402 | 0.0% | 0.0% | 60 | -18,459 | -35.12% | Q4 2025 | Feb 06, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 33,850 | 399 | 0.01% | 0.01% | 61 | +17,680 | 109.34% | Q4 2025 | Feb 13, 2026 |
| ProCore Advisors, LLC | History | New | 33,480 | 395 | 0.41% | — | 62 | +33,480 | New | Q4 2025 | Jan 21, 2026 |
| Apriem Advisors | History | Reduced | 32,220 | 380 | 0.03% | 0.04% | 63 | -4,000 | -11.04% | Q4 2025 | Feb 13, 2026 |
| Core Wealth Partners LLC | History | No change | 32,249 | 380 | 0.17% | 0.17% | 64 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 32,173 | 379 | 0.01% | 0.01% | 65 | +1,524 | 4.97% | Q4 2025 | Jan 21, 2026 |
| RHS Financial, LLC | History | Reduced | 31,974 | 377 | 0.18% | 0.27% | 66 | -14,056 | -30.54% | Q4 2025 | Jan 16, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | New | 29,454 | 347 | 0.05% | — | 67 | +29,454 | New | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | No change | 27,149 | 320 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Intellectus Partners, LLC | History | No change | 25,000 | 295 | 0.06% | 0.06% | 69 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 24,891 | 293 | 0.04% | 0.23% | 70 | -101,625 | -80.33% | Q4 2025 | Jan 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 23,590 | 279 | 0.0% | 0.0% | 71 | +2,200 | 10.29% | Q4 2025 | Mar 09, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 23,409 | 278 | 0.06% | 0.07% | 72 | -3,300 | -12.36% | Q4 2025 | Feb 05, 2026 |
| Ducere Wealth Management LLC | History | New | 22,977 | 271 | 0.11% | — | 73 | +22,977 | New | Q4 2025 | Feb 17, 2026 |
| MKT Advisors LLC | History | Reduced | 22,901 | 270 | 0.09% | 0.1% | 74 | -159 | -0.69% | Q4 2025 | Jan 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 21,541 | 254 | 0.01% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | New | 21,265 | 251 | 0.0% | — | 76 | +21,265 | New | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 20,122 | 237 | 0.01% | 0.01% | 77 | +92 | 0.46% | Q4 2025 | Feb 17, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 19,000 | 224 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pure Financial Advisors, LLC | History | No change | 18,195 | 214 | 0.04% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| McGowan Group Asset Management, Inc. | History | New | 17,851 | 210 | 0.03% | — | 80 | +17,851 | New | Q4 2025 | Jan 29, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 17,428 | 205 | 0.12% | — | 81 | +17,428 | New | Q4 2025 | Feb 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 16,940 | 200 | 0.01% | — | 82 | +16,940 | New | Q4 2025 | Feb 17, 2026 |
| Marex Group plc | History | New | 16,600 | 196 | 0.0% | — | 83 | +16,600 | New | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,274 | 192 | 0.0% | 0.0% | 84 | +429 | 2.71% | Q4 2025 | Feb 05, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 16,240 | 191 | 0.0% | 0.0% | 85 | +400 | 2.53% | Q4 2025 | Feb 05, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 15,405 | 181 | 0.02% | 0.02% | 86 | -285 | -1.82% | Q4 2025 | Mar 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 15,266 | 180 | 0.0% | — | 87 | +15,266 | New | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | No change | 15,168 | 179 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Western Wealth Management, LLC | History | No change | 15,049 | 177 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 14,953 | 176 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| RB Capital Management, LLC | History | Reduced | 14,391 | 169 | 0.03% | 0.04% | 91 | -1,647 | -10.27% | Q4 2025 | Feb 03, 2026 |
| CLG LLC | History | New | 14,087 | 166 | 0.04% | — | 92 | +14,087 | New | Q4 2025 | Jan 15, 2026 |
| Parallel Advisors, LLC | History | No change | 13,831 | 163 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CreativeOne Wealth, LLC | History | No change | 13,544 | 159 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Indivisible Partners | History | New | 12,746 | 150 | 0.02% | — | 95 | +12,746 | New | Q4 2025 | Feb 03, 2026 |
| Ameritas Advisory Services, LLC | History | New | 12,157 | 143 | 0.01% | — | 96 | +12,157 | New | Q4 2025 | Feb 04, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | No change | 11,901 | 140 | 0.13% | 0.13% | 97 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | New | 11,440 | 135 | 0.03% | — | 98 | +11,440 | New | Q4 2025 | Feb 13, 2026 |
| Fermata Advisors, LLC | History | No change | 11,500 | 135 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 10,804 | 127 | 0.02% | 0.02% | 100 | -3,193 | -22.81% | Q4 2025 | Feb 17, 2026 |
| Riverview Trust Co | History | No change | 10,612 | 125 | 0.15% | 0.15% | 101 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Strategic Advocates LLC | History | No change | 10,400 | 123 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 10,167 | 120 | 0.0% | — | 103 | +10,167 | New | Q4 2025 | Feb 18, 2026 |
| Arlington Financial Advisors, LLC | History | New | 10,023 | 118 | 0.02% | — | 105 | +10,023 | New | Q4 2025 | Jan 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,000 | 118 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 8,969 | 105 | 0.0% | — | 106 | +8,969 | New | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | No change | 8,900 | 105 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 4,400 | 51 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,685 | 43 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 3,550 | 42 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,431 | 40 | 0.0% | — | 111 | +3,431 | New | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 2,781 | 32 | 0.0% | — | 112 | +2,781 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 1,983 | 23 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,400 | 16 | 0.01% | 0.01% | 114 | -1,400 | -50.0% | Q4 2025 | Feb 18, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,353 | 15 | 0.0% | 0.0% | 115 | +25 | 1.88% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,240 | 14 | 0.0% | 0.01% | 116 | -6,005 | -82.88% | Q4 2025 | Feb 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 1,000 | 11 | 0.0% | 0.01% | 118 | -1,500 | -60.0% | Q4 2025 | Jan 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 995 | 11 | 0.0% | 0.0% | 117 | +25 | 2.58% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Added to | 915 | 10 | 0.0% | 0.0% | 119 | +23 | 2.58% | Q4 2025 | Feb 06, 2026 |
| Caitlin John, LLC | History | No change | 800 | 9 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BFSG, LLC | History | Reduced | 540 | 6 | 0.0% | 0.0% | 121 | -60 | -10.0% | Q4 2025 | Jan 22, 2026 |
| WFA of San Diego, LLC | History | Added to | 545 | 6 | 0.0% | 0.0% | 122 | +45 | 9.0% | Q4 2025 | Feb 17, 2026 |
| MACKAY SHIELDS LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -511,343 | -100.0% | Q3 2025 | Oct 27, 2025 |
| LM Advisors LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -320,013 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -55,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -44,524 | -100.0% | Q3 2025 | Feb 04, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,885 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,748 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,000 | -100.0% | Q3 2025 | Oct 07, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,000 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,016 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Tower Research Capital LLC (TRC) | History | Added to | 53 | 0 | — | — | — | +31 | 140.91% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |