NORDIC AMERICAN TANKERS Ltd - NAT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 12,189,811 | 71,430 | 0.01% | 0.01% | 1 | +460,555 | 3.93% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Added to | 12,018,169 | 70,426 | 0.0% | 0.0% | 2 | +100,118 | 0.84% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 8,261,483 | 48,412 | 0.01% | 0.01% | 3 | +1,704,688 | 26.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 6,180,156 | 36,215 | 0.0% | 0.0% | 4 | +125,965 | 2.08% | Q1 2026 | May 15, 2026 |
| CastleKnight Management LP | History | Added to | 5,958,546 | 34,917 | 0.58% | 0.45% | 5 | +99,575 | 1.7% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 4,982,910 | 29,199 | 0.01% | 0.0% | 6 | +4,530,996 | 1002.62% | Q1 2026 | Apr 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 4,579,555 | 26,836 | 0.04% | 0.03% | 7 | -977,535 | -17.59% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 4,575,380 | 26,811 | 0.0% | 0.0% | 8 | +888,787 | 24.11% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 4,261,974 | 24,975 | 0.0% | 0.0% | 9 | +46,774 | 1.11% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 4,047,909 | 23,720 | 0.01% | 0.01% | 10 | -1,816,564 | -30.98% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,550,315 | 14,944 | 0.0% | 0.0% | 11 | +43,330 | 1.73% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 1,594,772 | 9,345 | 0.02% | 0.01% | 12 | +324,279 | 25.52% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,557,955 | 9,129 | 0.0% | — | 14 | +1,557,955 | New | Q1 2026 | May 08, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 1,557,906 | 9,129 | 0.18% | 0.11% | 13 | +66,569 | 4.46% | Q1 2026 | May 15, 2026 |
| Philip James Wealth Mangement, LLC | History | Added to | 1,317,587 | 7,721 | 0.89% | 0.52% | 15 | +574 | 0.04% | Q1 2026 | Apr 28, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,264,402 | 7,409 | 0.0% | 0.0% | 16 | -1,089,475 | -46.28% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,163,913 | 6,820 | 0.0% | 0.0% | 17 | +43,896 | 3.92% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,091,949 | 6,398 | 0.0% | 0.0% | 18 | +317,163 | 40.94% | Q1 2026 | May 15, 2026 |
| Simcoe Capital LLC | History | Added to | 1,040,332 | 6,096 | 5.59% | 3.32% | 19 | +16,475 | 1.61% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,005,525 | 5,892 | 0.0% | 0.0% | 20 | +686,484 | 215.17% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 949,606 | 5,564 | 0.04% | 0.05% | 21 | +66,569 | 7.54% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 936,905 | 5,490 | 0.0% | 0.0% | 22 | +40,794 | 4.55% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 854,283 | 5,006 | 0.01% | 0.0% | 23 | +674,486 | 375.14% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 1,445,089 | 4,971 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 824,893 | 4,833 | 0.0% | 0.0% | 25 | -264,287 | -24.26% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 823,496 | 4,825 | 0.0% | 0.0% | 26 | -1,105,846 | -57.32% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 776,372 | 4,549 | 0.0% | 0.0% | 27 | +671,910 | 643.21% | Q1 2026 | May 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 746,979 | 4,377 | 0.0% | — | 28 | +746,979 | New | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 708,107 | 4,149 | 0.01% | 0.0% | 29 | +66,700 | 10.4% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 690,392 | 4,045 | 0.01% | — | 30 | +690,392 | New | Q1 2026 | May 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 689,618 | 4,041 | 0.02% | — | 31 | +689,618 | New | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 639,272 | 3,746 | 0.02% | 0.01% | 32 | -3,267 | -0.51% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 605,116 | 3,545 | 0.0% | 0.0% | 33 | -79,623 | -11.63% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 599,404 | 3,512 | 0.06% | 0.0% | 34 | +552,765 | 1185.2% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 536,954 | 3,146 | 0.0% | 0.0% | 35 | -9,129 | -1.67% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 534,977 | 3,134 | 0.0% | 0.0% | 36 | +19,616 | 3.81% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 511,927 | 2,999 | 0.0% | 0.0% | 37 | -104,443 | -16.94% | Q1 2026 | Apr 27, 2026 |
| ExodusPoint Capital Management, LP | History | New | 498,649 | 2,922 | 0.02% | — | 38 | +498,649 | New | Q1 2026 | May 14, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 476,460 | 2,792 | 0.69% | 0.46% | 39 | -43,273 | -8.33% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Added to | 473,990 | 2,777 | 0.0% | 0.0% | 40 | +154,170 | 48.21% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 456,752 | 2,676 | 0.01% | 0.0% | 41 | +23,103 | 5.33% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 435,180 | 2,550 | 0.0% | 0.0% | 42 | -32,371 | -6.92% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 435,109 | 2,549 | 0.19% | 0.1% | 43 | +450 | 0.1% | Q1 2026 | Apr 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 392,771 | 2,301 | 0.0% | 0.0% | 44 | +35,264 | 9.86% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Added to | 378,839 | 2,219 | 0.09% | 0.04% | 45 | +59,204 | 18.52% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 363,716 | 2,131 | 0.0% | — | 46 | +363,716 | New | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 346,649 | 2,031 | 0.0% | 0.0% | 47 | -78,143 | -18.4% | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | New | 342,939 | 2,009 | 0.0% | — | 48 | +342,939 | New | Q1 2026 | May 14, 2026 |
| THOMIST CAPITAL MANAGEMENT, LP | History | New | 338,900 | 1,985 | 0.53% | — | 49 | +338,900 | New | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 334,942 | 1,962 | 0.05% | 0.0% | 50 | +300,991 | 886.55% | Q1 2026 | Apr 27, 2026 |
| Walleye Capital LLC | History | Added to | 325,638 | 1,908 | 0.01% | 0.0% | 51 | +238,183 | 272.35% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | New | 301,123 | 1,764 | 0.0% | — | 52 | +301,123 | New | Q1 2026 | May 14, 2026 |
| MYDA Advisors LLC | History | New | 300,000 | 1,758 | 0.29% | — | 53 | +300,000 | New | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | New | 265,236 | 1,554 | 0.0% | — | 54 | +265,236 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 263,472 | 1,504 | 0.0% | 0.0% | 55 | +109,290 | 70.88% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 248,827 | 1,458 | 0.0% | 0.0% | 56 | +80,912 | 48.19% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 241,031 | 1,412 | 0.02% | 0.01% | 57 | +118,685 | 97.01% | Q1 2026 | May 15, 2026 |
| Panoramic Capital, LLC | History | New | 225,000 | 1,318 | 0.93% | — | 58 | +225,000 | New | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 214,481 | 1,256 | 0.0% | — | 59 | +214,481 | New | Q1 2026 | May 05, 2026 |
| Rathbones Group PLC | History | No change | 205,950 | 1,206 | 0.01% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 196,622 | 1,152 | 0.0% | 0.0% | 61 | +4,782 | 2.49% | Q1 2026 | May 05, 2026 |
| Invesco Ltd. | History | Reduced | 182,406 | 1,068 | 0.0% | 0.0% | 62 | -31,862 | -14.87% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 183,717 | 1,048 | 0.0% | 0.0% | 63 | -126,117 | -40.7% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 176,861 | 1,036 | 0.0% | 0.0% | 64 | +126,416 | 250.6% | Q1 2026 | May 08, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 166,979 | 978 | 0.06% | 0.02% | 65 | +103,426 | 162.74% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 166,145 | 973 | 0.0% | 0.0% | 66 | -18,302 | -9.92% | Q1 2026 | May 04, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 158,177 | 926 | 0.0% | 0.0% | 67 | +21,048 | 15.35% | Q1 2026 | May 06, 2026 |
| Numerai GP LLC | History | New | 157,546 | 923 | 0.09% | — | 68 | +157,546 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 153,733 | 900 | 0.0% | 0.0% | 69 | +129,616 | 537.45% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | Reduced | 151,848 | 889 | 0.01% | 0.01% | 70 | -30,003 | -16.5% | Q1 2026 | Apr 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 149,477 | 876 | 0.0% | 0.0% | 71 | +29,685 | 24.78% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 254,200 | 874 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | New | 146,430 | 858 | 0.2% | — | 73 | +146,430 | New | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 145,334 | 851 | 0.0% | 0.0% | 74 | -130,530 | -47.32% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 144,893 | 849 | 0.0% | 0.0% | 75 | +2,712 | 1.91% | Q1 2026 | May 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 137,559 | 806 | 0.0% | — | 76 | +137,559 | New | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | New | 134,206 | 786 | 0.0% | — | 77 | +134,206 | New | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 130,281 | 763 | 0.0% | 0.0% | 78 | +103,374 | 384.19% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 220,101 | 757 | 0.0% | 0.0% | 79 | +22,700 | 11.5% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Added to | 126,959 | 743 | 0.02% | 0.01% | 80 | +31,809 | 33.43% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 107,574 | 630 | 0.0% | 0.0% | 81 | +13,799 | 14.72% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 100,982 | 591 | 0.0% | 0.0% | 82 | +42,524 | 72.74% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 100,691 | 590 | 0.0% | 0.0% | 83 | +80,768 | 405.4% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 94,348 | 552 | 0.0% | 0.0% | 84 | -151,577 | -61.64% | Q1 2026 | May 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 92,956 | 544 | 0.0% | — | 85 | +92,956 | New | Q1 2026 | May 15, 2026 |
| Ellevest, Inc. | History | Reduced | 90,274 | 529 | 0.07% | 0.05% | 86 | -18,445 | -16.97% | Q1 2026 | May 11, 2026 |
| LSV ASSET MANAGEMENT | History | New | 86,200 | 505 | 0.0% | — | 87 | +86,200 | New | Q1 2026 | May 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 78,861 | 462 | 0.0% | — | 88 | +78,861 | New | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 77,875 | 456 | 0.0% | 0.0% | 89 | +62,932 | 421.15% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 77,187 | 452 | 0.01% | 0.01% | 90 | +3,155 | 4.26% | Q1 2026 | May 13, 2026 |
| Manatuck Hill Partners, LLC | History | New | 75,000 | 439 | 0.12% | — | 91 | +75,000 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 74,523 | 436 | 0.0% | 0.0% | 92 | -209,280 | -73.74% | Q1 2026 | May 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 69,467 | 406 | 0.0% | — | 93 | +69,467 | New | Q1 2026 | May 13, 2026 |
| EntryPoint Capital, LLC | History | Added to | 67,792 | 397 | 0.12% | 0.07% | 94 | +12,939 | 23.59% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 62,937 | 387 | 0.0% | 0.0% | 95 | +17,862 | 39.63% | Q1 2026 | Apr 08, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 60,940 | 357 | 0.0% | 0.0% | 96 | -27,737 | -31.28% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 60,731 | 355 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| State of Alaska, Department of Revenue | History | No change | 60,710 | 355 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| State of Wyoming | History | New | 60,182 | 352 | 0.04% | — | 101 | +60,182 | New | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 60,120 | 352 | 0.0% | 0.0% | 99 | -47,150 | -43.95% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Reduced | 60,154 | 352 | 0.0% | 0.0% | 100 | -20,133 | -25.08% | Q1 2026 | May 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 58,604 | 343 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 57,606 | 337 | 0.0% | 0.0% | 103 | +6,618 | 12.98% | Q1 2026 | Apr 29, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 55,551 | 325 | 0.0% | 0.0% | 104 | -81,618 | -59.5% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 55,216 | 323 | 0.0% | 0.0% | 105 | -5,380 | -8.88% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 54,714 | 320 | 0.0% | 0.0% | 106 | -577 | -1.04% | Q1 2026 | May 14, 2026 |
| WINTON GROUP Ltd | History | New | 53,000 | 310 | 0.01% | — | 107 | +53,000 | New | Q1 2026 | May 12, 2026 |
| Walleye Trading LLC | History | Reduced | 52,042 | 304 | 0.0% | 0.0% | 108 | -7,214 | -12.17% | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 50,640 | 296 | 0.0% | 0.0% | 110 | +47,701 | 1623.04% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 50,590 | 296 | 0.0% | 0.0% | 109 | +5,984 | 13.42% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | No change | 50,000 | 293 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ballentine Partners, LLC | History | Added to | 47,092 | 275 | 0.0% | 0.0% | 112 | +2,693 | 6.07% | Q1 2026 | May 14, 2026 |
| Baron Wealth Management LLC | History | Added to | 45,057 | 264 | 0.08% | 0.05% | 113 | +1,471 | 3.37% | Q1 2026 | Apr 16, 2026 |
| Magnetar Financial LLC | History | Added to | 44,501 | 260 | 0.0% | 0.0% | 114 | +7,763 | 21.13% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Reduced | 44,200 | 259 | 0.0% | 0.0% | 115 | -10,270 | -18.85% | Q1 2026 | May 15, 2026 |
| AXQ CAPITAL, LP | History | New | 43,976 | 257 | 0.03% | — | 116 | +43,976 | New | Q1 2026 | May 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 43,400 | 254 | 0.03% | 0.03% | 117 | -34,400 | -44.22% | Q1 2026 | Apr 30, 2026 |
| Significant Wealth Partners LLC | History | Added to | 39,788 | 233 | 0.29% | 0.15% | 118 | +1,400 | 3.65% | Q1 2026 | Apr 08, 2026 |
| Vanguard Global Advisers, LLC | History | New | 38,283 | 224 | 0.0% | — | 119 | +38,283 | New | Q1 2026 | May 08, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 37,248 | 218 | 0.01% | 0.01% | 120 | -1,188 | -3.09% | Q1 2026 | May 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 36,436 | 213 | 0.0% | 0.0% | 121 | -3,426 | -8.59% | Q1 2026 | May 12, 2026 |
| Legal & General Group Plc | History | No change | 36,191 | 212 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 35,715 | 209 | 0.0% | 0.0% | 123 | -168 | -0.47% | Q1 2026 | Apr 07, 2026 |
| Gotham Asset Management, LLC | History | Added to | 34,511 | 202 | 0.0% | 0.0% | 124 | +72 | 0.21% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 32,265 | 189 | 0.0% | 0.0% | 125 | +19,560 | 153.96% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 30,118 | 176 | 0.0% | 0.0% | 126 | -18,775 | -38.4% | Q1 2026 | Apr 16, 2026 |
| ProShare Advisors LLC | History | Reduced | 29,733 | 174 | 0.0% | 0.0% | 127 | -7,759 | -20.7% | Q1 2026 | Apr 24, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 27,138 | 159 | 0.0% | 0.0% | 128 | -4,760 | -14.92% | Q1 2026 | May 15, 2026 |
| VSM Wealth Advisory, LLC | History | New | 25,772 | 151 | 0.05% | — | 129 | +25,772 | New | Q1 2026 | May 05, 2026 |
| Semanteon Capital Management, LP | History | New | 25,552 | 149 | 2.0% | — | 130 | +25,552 | New | Q1 2026 | May 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 24,242 | 142 | 0.0% | 0.0% | 131 | -87,437 | -78.29% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 23,723 | 139 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 23,547 | 137 | 0.0% | 0.0% | 133 | -775 | -3.19% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 23,160 | 135 | 0.0% | 0.0% | 134 | -9,068 | -28.14% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 22,393 | 131 | 0.0% | 0.0% | 135 | -122,880 | -84.59% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 22,368 | 131 | 0.0% | 0.0% | 136 | -23,243 | -50.96% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 20,849 | 122 | 0.0% | 0.0% | 137 | -4,853 | -18.88% | Q1 2026 | Apr 30, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 20,092 | 117 | 0.0% | 0.0% | 138 | -5,040 | -20.05% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 19,919 | 116 | 0.02% | — | 139 | +19,797 | 16227.05% | Q1 2026 | May 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 19,781 | 115 | 0.0% | — | 140 | +19,781 | New | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 19,587 | 114 | 0.0% | 0.0% | 141 | -3,244 | -14.21% | Q1 2026 | Apr 30, 2026 |
| Prospera Financial Services Inc | History | Reduced | 19,356 | 113 | 0.0% | 0.0% | 142 | -1,246 | -6.05% | Q1 2026 | Apr 14, 2026 |
| XPONANCE LLC | History | Added to | 18,950 | 111 | 0.0% | 0.0% | 143 | +3,030 | 19.03% | Q1 2026 | May 13, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 18,800 | 110 | 0.02% | 0.01% | 144 | -2,500 | -11.74% | Q1 2026 | Apr 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 17,598 | 103 | 0.0% | 0.0% | 145 | +2,005 | 12.86% | Q1 2026 | May 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 17,477 | 102 | 0.01% | — | 147 | +17,477 | New | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 17,409 | 102 | 0.0% | — | 148 | +17,409 | New | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | No change | 17,500 | 102 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 17,385 | 101 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 17,137 | 100 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 16,941 | 99 | 0.0% | 0.0% | 151 | -543 | -3.11% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 16,651 | 97 | 0.0% | 0.0% | 152 | -5,635 | -25.28% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 16,395 | 96 | 0.0% | 0.0% | 153 | -1,806 | -9.92% | Q1 2026 | Apr 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 16,183 | 94 | 0.0% | 0.0% | 154 | +7,284 | 81.85% | Q1 2026 | May 07, 2026 |
| Summit Trail Advisors, LLC | History | New | 15,400 | 90 | 0.0% | — | 155 | +15,400 | New | Q1 2026 | May 12, 2026 |
| Wealthspire Advisors, LLC | History | New | 15,200 | 89 | 0.0% | — | 156 | +15,200 | New | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 14,991 | 88 | 0.0% | 0.0% | 157 | -2,138 | -12.48% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 14,870 | 87 | 0.0% | 0.0% | 158 | -15,000 | -50.22% | Q1 2026 | May 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 14,919 | 87 | 0.0% | 0.0% | 159 | -387 | -2.53% | Q1 2026 | Apr 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 14,785 | 86 | 0.01% | 0.0% | 160 | +3,910 | 35.95% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 14,824 | 86 | 0.0% | 0.0% | 161 | +1,289 | 9.52% | Q1 2026 | Apr 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 14,429 | 81 | 0.0% | 0.0% | 162 | +8,629 | 148.78% | Q1 2026 | May 15, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 13,666 | 80 | 0.03% | 0.01% | 163 | +2,087 | 18.02% | Q1 2026 | Apr 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 13,200 | 77 | 0.0% | 0.0% | 164 | +200 | 1.54% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | New | 13,072 | 76 | 0.0% | — | 166 | +13,072 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,270 | 76 | 0.0% | 0.0% | 165 | +1,976 | 17.5% | Q1 2026 | Apr 07, 2026 |
| Gould Capital, LLC | History | No change | 12,700 | 74 | 0.04% | 0.03% | 167 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 12,624 | 73 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 20,748 | 71 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sigma Planning Corp | History | Reduced | 11,960 | 70 | 0.0% | 0.0% | 170 | -10,799 | -47.45% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 11,890 | 69 | 0.0% | 0.0% | 171 | +255 | 2.19% | Q1 2026 | Apr 24, 2026 |
| Belpointe Asset Management LLC | History | Added to | 11,796 | 69 | 0.0% | 0.0% | 172 | +76 | 0.65% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 11,796 | 69 | 0.01% | 0.01% | 173 | +76 | 0.65% | Q1 2026 | Apr 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 11,436 | 67 | 0.0% | 0.0% | 174 | -6,284 | -35.46% | Q1 2026 | May 08, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 11,596 | 66 | 0.01% | — | 176 | +11,596 | New | Q1 2026 | May 12, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 11,374 | 66 | 0.02% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 11,100 | 65 | 0.0% | 0.0% | 177 | -1,520 | -12.04% | Q1 2026 | May 15, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 11,018 | 65 | 0.0% | 0.0% | 178 | +314 | 2.93% | Q1 2026 | May 11, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 10,981 | 64 | 0.01% | 0.0% | 179 | +313 | 2.93% | Q1 2026 | May 07, 2026 |
| ROI Financial Advisors, LLC | History | Added to | 10,866 | 63 | 0.04% | 0.02% | 181 | +309 | 2.93% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 10,850 | 63 | 0.0% | 0.0% | 180 | -216 | -1.95% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Reduced | 10,728 | 62 | 0.0% | 0.0% | 182 | -6,272 | -36.89% | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 10,394 | 60 | 0.0% | — | 183 | +10,394 | New | Q1 2026 | May 04, 2026 |
| CIBC Bancorp USA Inc. | History | New | 10,332 | 60 | 0.0% | — | 184 | +10,332 | New | Q1 2026 | May 12, 2026 |
| AlphaStar Capital Management, LLC | History | New | 10,000 | 58 | 0.0% | — | 187 | +10,000 | New | Q1 2026 | Apr 15, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 10,000 | 58 | 0.02% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ESL Trust Services, LLC | History | No change | 10,000 | 58 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 10,101 | 55 | 0.0% | — | 189 | +10,101 | New | Q1 2026 | May 01, 2026 |
| Diversify Advisory Services, LLC | History | No change | 10,100 | 55 | 0.01% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 8,260 | 48 | 0.0% | 0.0% | 190 | +275 | 3.44% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 13,571 | 46 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,796 | 39 | 0.0% | 0.0% | 192 | -5,126 | -43.0% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 6,555 | 38 | 0.0% | 0.0% | 193 | -15,138 | -69.78% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 5,857 | 34 | 0.0% | 0.0% | 194 | -493 | -7.76% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,899 | 34 | 0.0% | 0.0% | 195 | +116 | 2.01% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,399 | 25 | 0.0% | 0.0% | 196 | +226 | 5.42% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Reduced | 4,175 | 24 | 0.0% | 0.0% | 197 | -1,357 | -24.53% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 4,000 | 23 | 0.0% | — | 199 | +4,000 | New | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 3,955 | 23 | 0.0% | 0.0% | 198 | -328 | -7.66% | Q1 2026 | Apr 13, 2026 |
| Leonteq Securities AG | History | Reduced | 3,451 | 20 | 0.0% | 0.0% | 200 | -1,077 | -23.79% | Q1 2026 | Apr 27, 2026 |
| Ares Financial Consulting, LLC | History | New | 3,113 | 17 | 0.01% | — | 203 | +3,113 | New | Q1 2026 | Apr 02, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 3,000 | 17 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,822 | 17 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Essential Partners LLC | History | No change | 2,817 | 16 | 0.01% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| US BANCORP \DE\ | History | No change | 2,619 | 15 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,096 | 12 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,775 | 10 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Triumph Capital Management | History | No change | 1,800 | 10 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Community Financial Services Group, LLC | History | New | 1,735 | 9 | 0.0% | — | 211 | +1,735 | New | Q1 2026 | Apr 08, 2026 |
| Advisory Services Network, LLC | History | New | 1,650 | 9 | 0.0% | — | 212 | +1,650 | New | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 1,667 | 9 | 0.0% | 0.0% | 210 | +924 | 124.36% | Q1 2026 | Apr 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,576 | 9 | 0.0% | 0.0% | 209 | +37 | 2.4% | Q1 2026 | Apr 07, 2026 |
| Optiver Holding B.V. | History | Added to | 1,375 | 8 | 0.0% | 0.0% | 214 | +143 | 11.61% | Q1 2026 | May 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 1,392 | 8 | 0.01% | 0.0% | 215 | +39 | 2.88% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | No change | 1,368 | 8 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Main Street Group, LTD | History | New | 1,187 | 6 | 0.0% | — | 217 | +1,187 | New | Q1 2026 | May 06, 2026 |
| West Financial Advisors, LLC | History | Added to | 1,173 | 6 | 0.0% | 0.0% | 216 | +34 | 2.99% | Q1 2026 | Apr 08, 2026 |
| SJS Investment Consulting Inc. | History | New | 928 | 5 | 0.0% | — | 219 | +928 | New | Q1 2026 | Apr 23, 2026 |
| True Wealth Design, LLC | History | No change | 975 | 5 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 687 | 4 | 0.0% | 0.0% | 220 | -1,430 | -67.55% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 770 | 4 | 0.0% | 0.0% | 222 | -613 | -44.32% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | No change | 800 | 4 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 580 | 3 | 0.0% | 0.0% | 224 | -20 | -3.33% | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 516 | 3 | 0.0% | 0.0% | 223 | +2 | 0.39% | Q1 2026 | May 07, 2026 |
| Sankala Group LLC | History | No change | 561 | 3 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Ascentis Independent Advisors | History | New | 460 | 2 | 0.0% | — | 228 | +460 | New | Q1 2026 | Apr 28, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 400 | 2 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CHELSEA COUNSEL CO | History | No change | 680 | 2 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Center for Financial Planning, Inc. | History | No change | 250 | 1 | 0.0% | — | 229 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Citizens National Bank Trust Department | History | No change | 310 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ORG Partners LLC | History | No change | 447 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.62% | — | -3,700,409 | -100.0% | Q1 2026 | May 05, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -151,043 | -100.0% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100,512 | -100.0% | Q1 2026 | May 15, 2026 |
| nVerses Capital, LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -88,782 | -100.0% | Q1 2026 | May 13, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -86,703 | -100.0% | Q1 2026 | Apr 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -63,495 | -100.0% | Q1 2026 | May 15, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -30,708 | -100.0% | Q1 2026 | May 11, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,677 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,459 | -100.0% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q1 2026 | Apr 09, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,932 | -100.0% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,824 | -100.0% | Q1 2026 | May 04, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,834 | -100.0% | Q1 2026 | May 13, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,130 | -100.0% | Q1 2026 | May 11, 2026 |
| Stokes Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,677 | -100.0% | Q1 2026 | May 11, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,800 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Cherry Tree Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,000 | -100.0% | Q1 2026 | May 05, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -6,445 | -100.0% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,333 | -100.0% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 118 | 0 | — | 0.0% | — | -722 | -85.95% | Q1 2026 | Apr 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -385 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 160 | 0 | — | — | — | +160 | New | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | New | 137 | 0 | — | — | — | +137 | New | Q1 2026 | Apr 24, 2026 |
| Bogart Wealth, LLC | History | New | 70 | 0 | — | — | — | +70 | New | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 169 | 0 | — | — | — | +5 | 3.05% | Q1 2026 | Apr 27, 2026 |
| Covestor Ltd | History | Added to | 30 | 0 | — | — | — | +3 | 11.11% | Q1 2026 | May 05, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 84 | 0 | — | — | — | +2 | 2.44% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 01, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IAG Wealth Partners, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |