NorthEast Community Bancorp, Inc./MD/ - NECB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 1,153,796 | 27,460 | 0.0% | 0.0% | 1 | -25,358 | -2.15% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 657,424 | 14,864 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 509,811 | 12,133 | 0.0% | — | 3 | +509,811 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 466,870 | 11,111 | 0.0% | 0.0% | 4 | +25,687 | 5.82% | Q1 2026 | May 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 396,017 | 9,426 | 0.0% | 0.0% | 5 | +718 | 0.18% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 327,006 | 7,778 | 0.01% | 0.01% | 6 | +35,398 | 12.14% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Reduced | 284,673 | 6,775 | 0.0% | 0.0% | 7 | -3,462 | -1.2% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 275,535 | 6,558 | 0.01% | 0.01% | 8 | -10,695 | -3.74% | Q1 2026 | May 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 246,980 | 5,878 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 176,205 | 4,193 | 0.01% | 0.01% | 10 | +28,605 | 19.38% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 167,479 | 3,986 | 0.01% | 0.01% | 11 | +11 | 0.01% | Q1 2026 | May 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 146,136 | 3,478 | 0.07% | 0.06% | 12 | +13,800 | 10.43% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 131,933 | 3,140 | 0.0% | 0.0% | 13 | +4,076 | 3.19% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 116,574 | 2,774 | 0.0% | 0.0% | 14 | +19,767 | 20.42% | Q1 2026 | May 15, 2026 |
| Stilwell Value LLC | History | No change | 110,000 | 2,618 | 1.57% | 1.37% | 15 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 101,303 | 2,411 | 0.2% | 0.19% | 16 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 98,771 | 2,350 | 0.03% | 0.03% | 17 | -382 | -0.39% | Q1 2026 | May 22, 2026 |
| Empowered Funds, LLC | History | New | 97,037 | 2,309 | 0.01% | — | 18 | +97,037 | New | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 94,253 | 2,243 | 0.0% | 0.0% | 19 | -2,863 | -2.95% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 87,092 | 2,072 | 0.0% | 0.0% | 20 | +43,045 | 97.73% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 82,621 | 1,966 | 0.0% | 0.0% | 21 | -2,578 | -3.03% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 82,467 | 1,962 | 0.0% | 0.0% | 22 | +352 | 0.43% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 78,555 | 1,869 | 0.0% | 0.0% | 23 | +9,355 | 13.52% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 74,769 | 1,779 | 0.0% | 0.0% | 24 | +24,481 | 48.68% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 74,340 | 1,769 | 0.0% | — | 25 | +74,340 | New | Q1 2026 | May 08, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 71,112 | 1,692 | 0.0% | — | 26 | +71,112 | New | Q1 2026 | May 08, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | New | 68,040 | 1,619 | 0.0% | — | 27 | +68,040 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 66,572 | 1,584 | 0.0% | 0.0% | 28 | -688 | -1.02% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 62,935 | 1,497 | 0.0% | 0.0% | 29 | -22,846 | -26.63% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 65,523 | 1,481 | 0.0% | 0.0% | 30 | -7,791 | -10.63% | Q1 2026 | May 15, 2026 |
| RAFFLES ASSOCIATES LP | History | No change | 59,500 | 1,416 | 1.23% | 1.01% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 55,393 | 1,318 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | Added to | 54,487 | 1,296 | 0.01% | 0.01% | 33 | +8,482 | 18.44% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 52,635 | 1,252 | 0.0% | 0.0% | 34 | +1,180 | 2.29% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Reduced | 46,677 | 1,110 | 0.0% | 0.0% | 35 | -17,093 | -26.8% | Q1 2026 | Apr 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 43,788 | 1,042 | 0.0% | 0.0% | 36 | -9 | -0.02% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 40,865 | 972 | 0.0% | 0.0% | 37 | +19,908 | 94.99% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 38,501 | 916 | 0.0% | 0.0% | 38 | -40,509 | -51.27% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 36,132 | 859 | 0.0% | 0.0% | 39 | +12,221 | 51.11% | Q1 2026 | May 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 35,781 | 851 | 0.0% | 0.0% | 40 | +4,557 | 14.59% | Q1 2026 | May 13, 2026 |
| Militia Capital Management LLC | History | New | 34,021 | 809 | 0.18% | — | 41 | +34,021 | New | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 32,919 | 783 | 0.0% | 0.0% | 42 | +12,308 | 59.72% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 32,856 | 781 | 0.0% | 0.0% | 43 | -3,795 | -10.35% | Q1 2026 | May 15, 2026 |
| Militia Capital Partners, LP | History | No change | 34,021 | 769 | 0.29% | 0.29% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 30,207 | 718 | 0.11% | 0.1% | 45 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 30,000 | 714 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Boston Partners | History | Reduced | 24,508 | 583 | 0.0% | 0.0% | 47 | -4,486 | -15.47% | Q1 2026 | May 11, 2026 |
| STRS OHIO | History | No change | 24,100 | 573 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 21,901 | 530 | 0.0% | 0.0% | 49 | +2,338 | 11.95% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 22,060 | 525 | 0.0% | 0.0% | 51 | +9,662 | 77.93% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 22,005 | 525 | 0.0% | 0.0% | 50 | -9,631 | -30.44% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 21,495 | 514 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 21,304 | 507 | 0.0% | 0.0% | 53 | -2,315 | -9.8% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 21,039 | 500 | 0.0% | 0.0% | 54 | +2,088 | 11.02% | Q1 2026 | May 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 19,180 | 456 | 0.0% | 0.0% | 55 | -1,396 | -6.78% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 18,313 | 435 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 18,012 | 428 | 0.0% | — | 57 | +18,012 | New | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 16,107 | 383 | 0.0% | 0.0% | 58 | +48 | 0.3% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Reduced | 15,773 | 375 | 0.0% | 0.0% | 59 | -301 | -1.87% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 13,872 | 330 | 0.0% | 0.0% | 60 | -5,296 | -27.63% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 12,231 | 291 | 0.0% | 0.0% | 61 | -16,370 | -57.24% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 11,746 | 280 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 11,286 | 268 | 0.0% | — | 63 | +11,286 | New | Q1 2026 | May 15, 2026 |
| Total Wealth Planning & Management, Inc. | History | New | 10,896 | 259 | 0.19% | — | 64 | +10,896 | New | Q1 2026 | May 05, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 11,300 | 255 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 10,674 | 254 | 0.0% | 0.0% | 66 | +88 | 0.83% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | New | 10,220 | 243 | 0.0% | — | 67 | +10,220 | New | Q1 2026 | May 13, 2026 |
| Daytona Street Capital LLC | History | No change | 10,000 | 240 | 0.19% | 0.18% | 68 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 9,749 | 232 | 0.0% | 0.0% | 69 | +2,657 | 37.46% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 9,306 | 221 | 0.0% | 0.0% | 70 | -216 | -2.27% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 9,144 | 217 | 0.0% | 0.0% | 71 | +1,321 | 16.89% | Q1 2026 | May 12, 2026 |
| Voleon Capital Management LP | History | New | 9,031 | 214 | 0.0% | — | 72 | +9,031 | New | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 8,750 | 209 | 0.0% | — | 73 | +8,750 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 8,685 | 206 | 0.0% | — | 74 | +8,685 | New | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 8,286 | 197 | 0.0% | 0.0% | 75 | -7,342 | -46.98% | Q1 2026 | May 05, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,743 | 184 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 7,000 | 166 | 0.07% | 0.07% | 77 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,885 | 140 | 0.0% | 0.0% | 78 | +136 | 2.37% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 5,364 | 127 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,060 | 120 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,894 | 116 | 0.0% | 0.0% | 81 | +1,578 | 47.59% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,671 | 111 | 0.0% | 0.0% | 82 | -9,189 | -66.3% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,021 | 95 | 0.0% | — | 83 | +4,021 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,905 | 92 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Added to | 3,451 | 82 | 0.0% | 0.0% | 85 | +109 | 3.26% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 3,352 | 79 | 0.0% | 0.0% | 86 | -4,781 | -58.79% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,205 | 76 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,111 | 74 | 0.0% | 0.0% | 88 | +2,705 | 666.26% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 2,000 | 47 | 0.0% | — | 89 | +2,000 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 1,963 | 46 | 0.0% | 0.0% | 90 | +312 | 18.9% | Q1 2026 | Apr 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,705 | 40 | 0.0% | 0.0% | 91 | -68 | -3.84% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,539 | 36 | 0.0% | 0.0% | 92 | +17 | 1.12% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 1,340 | 31 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,224 | 29 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Legal & General Group Plc | History | No change | 1,102 | 26 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,105 | 26 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,041 | 24 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FMR LLC | History | Reduced | 937 | 22 | 0.0% | 0.0% | 98 | -4 | -0.43% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | No change | 925 | 22 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 669 | 15 | 0.0% | 0.0% | 100 | -92 | -12.09% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 608 | 14 | 0.0% | 0.0% | 101 | -32 | -5.0% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 485 | 12 | 0.01% | 0.01% | 102 | -25 | -4.9% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 500 | 11 | 0.0% | — | 103 | +500 | New | Q1 2026 | May 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 409 | 9 | 0.0% | 0.0% | 104 | -304 | -42.64% | Q1 2026 | Apr 22, 2026 |
| Essential Partners LLC | History | Reduced | 262 | 6 | 0.0% | 0.0% | 105 | -80 | -23.39% | Q1 2026 | May 21, 2026 |
| GAMMA Investing LLC | History | Added to | 222 | 5 | 0.0% | 0.0% | 106 | +57 | 34.55% | Q1 2026 | Apr 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 144 | 3 | 0.0% | — | 108 | +144 | New | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Added to | 138 | 3 | 0.0% | 0.0% | 107 | +24 | 21.05% | Q1 2026 | Jun 02, 2026 |
| Napier Financial, LLC | History | New | 100 | 2 | 0.0% | — | 112 | +100 | New | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 90 | 2 | 0.0% | — | 111 | +90 | New | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 113 | 2 | 0.0% | 0.0% | 109 | +25 | 28.41% | Q1 2026 | May 13, 2026 |
| American Capital Advisory, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Allworth Financial LP | History | Added to | 66 | 1 | 0.0% | 0.0% | 113 | +14 | 26.92% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 69 | 1 | 0.0% | 0.0% | 115 | +4 | 6.15% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Planning Group LLC | History | No change | 64 | 1 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -46,871 | -100.0% | Q1 2026 | May 14, 2026 |
| Black Maple Capital Management LP | History | Closed out | 0 | 0 | — | 0.48% | — | -30,371 | -100.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -19,410 | -99.9% | Q1 2026 | May 08, 2026 |
| Brendel Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -10,323 | -100.0% | Q1 2026 | Apr 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -388 | -100.0% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1 | 0 | — | 0.0% | — | -372 | -99.73% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 21 | 0 | — | 0.0% | — | -90 | -81.08% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | New | 40 | 0 | — | — | — | +40 | New | Q1 2026 | Apr 07, 2026 |
| Parallel Advisors, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | Jun 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 28 | 0 | — | — | — | +16 | 133.33% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 23 | 0 | — | — | — | +15 | 187.5% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 24, 2026 |
| SJS Investment Consulting Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 23, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 06, 2026 |
| True Wealth Design, LLC | History | Added to | 34 | 0 | — | — | — | +1 | 3.03% | Q1 2026 | Apr 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |