NVE CORP /NEW/ - NVEC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Penserra Capital Management LLC | History | Added to | 580,495 | 38,022 | 0.45% | 0.39% | 1 | +29,450 | 5.34% | Q1 2026 | May 11, 2026 |
| Defiance ETFs, LLC | History | Added to | 580,495 | 38,022 | 0.54% | 1.06% | 2 | +29,450 | 5.34% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 371,068 | 24,304 | 0.0% | 0.0% | 3 | +5,777 | 1.58% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 404,279 | 23,985 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 229,297 | 15,018 | 0.15% | 0.16% | 5 | -32,525 | -12.42% | Q1 2026 | May 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 210,498 | 13,787 | 0.0% | — | 6 | +210,498 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 182,368 | 11,945 | 0.0% | 0.0% | 7 | +4,445 | 2.5% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 173,600 | 11,370 | 0.02% | 0.02% | 8 | -5,532 | -3.09% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 161,929 | 10,606 | 0.0% | — | 9 | +161,929 | New | Q1 2026 | May 08, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 145,261 | 9,516 | 0.0% | 0.0% | 10 | +5,005 | 3.57% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 124,113 | 8,129 | 0.02% | 0.02% | 11 | -20,099 | -13.94% | Q1 2026 | May 14, 2026 |
| Ranger Investment Management, L.P. | History | Reduced | 120,170 | 7,871 | 0.57% | 0.49% | 12 | -410 | -0.34% | Q1 2026 | May 15, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 103,569 | 6,783 | 0.39% | 0.35% | 13 | +1,799 | 1.77% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 98,573 | 6,456 | 0.0% | 0.0% | 14 | +2,848 | 2.98% | Q1 2026 | May 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 79,610 | 5,214 | 0.0% | 0.0% | 15 | +24,764 | 45.15% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 73,236 | 4,796 | 0.01% | 0.0% | 16 | +1,869 | 2.62% | Q1 2026 | May 08, 2026 |
| Silverberg Bernstein Capital Management LLC | History | Reduced | 69,773 | 4,570 | 2.52% | 2.41% | 17 | -704 | -1.0% | Q1 2026 | Apr 16, 2026 |
| ISTHMUS PARTNERS, LLC | History | Reduced | 50,103 | 3,281 | 0.34% | 0.33% | 18 | -60 | -0.12% | Q1 2026 | Apr 29, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 48,699 | 3,189 | 0.0% | 0.0% | 19 | +20,850 | 74.87% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 46,133 | 3,021 | 0.0% | 0.0% | 20 | +1,356 | 3.03% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 44,390 | 2,907 | 0.0% | 0.0% | 21 | -711 | -1.58% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 43,476 | 2,847 | 0.0% | 0.0% | 22 | +1,270 | 3.01% | Q1 2026 | May 14, 2026 |
| Merrion Investment Management Co, LLC | History | No change | 42,700 | 2,796 | 1.5% | 1.36% | 23 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 42,221 | 2,765 | 0.01% | — | 24 | +42,221 | New | Q1 2026 | May 08, 2026 |
| Bridge City Capital, LLC | History | Reduced | 41,245 | 2,701 | 0.75% | 0.73% | 25 | -672 | -1.6% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 40,406 | 2,646 | 0.0% | 0.0% | 26 | +13,449 | 49.89% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 35,564 | 2,329 | 0.0% | 0.0% | 27 | -17,883 | -33.46% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 35,205 | 2,305 | 0.0% | — | 28 | +35,205 | New | Q1 2026 | May 08, 2026 |
| Militia Capital Management LLC | History | New | 24,000 | 1,572 | 0.36% | — | 29 | +24,000 | New | Q1 2026 | May 13, 2026 |
| Militia Capital Partners, LP | History | No change | 24,000 | 1,423 | 0.54% | 0.54% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 17,834 | 1,168 | 0.0% | 0.0% | 31 | -2,869 | -13.86% | Q1 2026 | May 11, 2026 |
| Man Group plc | History | New | 16,658 | 1,091 | 0.0% | — | 32 | +16,658 | New | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 13,440 | 880 | 0.0% | 0.0% | 33 | -186 | -1.37% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 13,299 | 871 | 0.0% | 0.0% | 34 | -807 | -5.72% | Q1 2026 | May 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 13,047 | 854 | 0.0% | 0.0% | 35 | -1,366 | -9.48% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 12,330 | 807 | 0.0% | 0.0% | 36 | +3,608 | 41.37% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 12,287 | 804 | 0.0% | 0.0% | 37 | +2,925 | 31.24% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 12,126 | 794 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 11,631 | 762 | 0.05% | 0.02% | 39 | +8,089 | 228.37% | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | Added to | 11,445 | 749 | 0.0% | 0.0% | 40 | +74 | 0.65% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 12,400 | 735 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 11,076 | 726 | 0.0% | 0.0% | 42 | +1,786 | 19.22% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 11,043 | 723 | 0.0% | 0.0% | 43 | +4,878 | 79.12% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 11,006 | 720 | 0.0% | 0.0% | 44 | +8,787 | 395.99% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 9,829 | 643 | 0.0% | 0.0% | 45 | -12,136 | -55.25% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 9,361 | 613 | 0.0% | 0.0% | 46 | +8,263 | 752.55% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,798 | 576 | 0.0% | 0.0% | 47 | +4,821 | 121.22% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 8,547 | 559 | 0.0% | 0.0% | 48 | -2 | -0.02% | Q1 2026 | May 14, 2026 |
| ALPS ADVISORS INC | History | New | 7,350 | 481 | 0.0% | — | 49 | +7,350 | New | Q1 2026 | May 08, 2026 |
| AVIVA PLC | History | Reduced | 6,750 | 442 | 0.0% | 0.0% | 50 | -769 | -10.23% | Q1 2026 | May 14, 2026 |
| MAIRS & POWER INC | History | No change | 6,000 | 393 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,992 | 392 | 0.0% | 0.0% | 52 | +779 | 14.94% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 5,978 | 391 | 0.0% | 0.0% | 53 | -1,723 | -22.37% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | New | 5,911 | 387 | 0.0% | — | 54 | +5,911 | New | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 5,858 | 383 | 0.0% | 0.0% | 56 | -45,562 | -88.61% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 5,857 | 383 | 0.0% | 0.0% | 55 | -1,284 | -17.98% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,438 | 356 | 0.0% | 0.0% | 57 | -9,171 | -62.78% | Q1 2026 | May 12, 2026 |
| Legato Capital Management LLC | History | No change | 5,387 | 352 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 5,170 | 338 | 0.0% | — | 59 | +5,170 | New | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 4,651 | 305 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 4,588 | 300 | 0.0% | — | 61 | +4,588 | New | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | New | 4,377 | 286 | 0.0% | — | 62 | +4,377 | New | Q1 2026 | May 13, 2026 |
| Virtu Financial LLC | History | Reduced | 4,195 | 275 | 0.01% | 0.01% | 63 | -1,603 | -27.65% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,152 | 271 | 0.0% | — | 64 | +4,152 | New | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 3,963 | 259 | 0.0% | — | 65 | +3,963 | New | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 3,721 | 243 | 0.0% | 0.0% | 66 | +9 | 0.24% | Q1 2026 | Apr 24, 2026 |
| PDT Partners, LLC | History | New | 3,645 | 238 | 0.01% | — | 67 | +3,645 | New | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 3,518 | 230 | 0.0% | 0.0% | 68 | -186 | -5.02% | Q1 2026 | Apr 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,478 | 227 | 0.0% | 0.0% | 69 | -121 | -3.36% | Q1 2026 | May 04, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 3,450 | 225 | 0.0% | 0.0% | 70 | -153 | -4.25% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | New | 3,244 | 212 | 0.0% | — | 71 | +3,244 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 3,540 | 210 | 0.0% | 0.0% | 72 | -440 | -11.06% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 3,175 | 207 | 0.0% | — | 73 | +3,175 | New | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 3,025 | 198 | 0.0% | 0.0% | 75 | -893 | -22.79% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,027 | 198 | 0.0% | 0.0% | 74 | -422 | -12.24% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 2,742 | 179 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 2,709 | 177 | 0.0% | 0.0% | 77 | -250 | -8.45% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,279 | 148 | 0.0% | 0.0% | 78 | -15,087 | -86.88% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 1,732 | 113 | 0.0% | — | 79 | +1,732 | New | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,657 | 108 | 0.0% | 0.0% | 80 | -61 | -3.55% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,290 | 84 | 0.0% | 0.0% | 81 | +353 | 37.67% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,292 | 84 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BARCLAYS PLC | History | Reduced | 1,032 | 67 | 0.0% | 0.0% | 83 | -6,513 | -86.32% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 923 | 60 | 0.0% | 0.0% | 84 | -3,027 | -76.63% | Q1 2026 | May 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 818 | 53 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Legal & General Group Plc | History | Reduced | 777 | 50 | 0.0% | 0.0% | 86 | -518 | -40.0% | Q1 2026 | May 08, 2026 |
| AlphaQuest LLC | History | No change | 857 | 50 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Versant Capital Management, Inc | History | Added to | 665 | 43 | 0.0% | 0.0% | 88 | +194 | 41.19% | Q1 2026 | Apr 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 566 | 37 | 0.0% | 0.0% | 89 | +22 | 4.04% | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | New | 508 | 33 | 0.0% | — | 90 | +508 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 500 | 32 | 0.0% | 0.0% | 91 | +97 | 24.07% | Q1 2026 | May 15, 2026 |
| McMillan Office, Inc. | History | No change | 500 | 32 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Kemnay Advisory Services Inc. | History | New | 434 | 28 | 0.0% | — | 93 | +434 | New | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 415 | 27 | 0.0% | — | 94 | +399 | 2493.75% | Q1 2026 | Apr 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 394 | 25 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 381 | 24 | 0.0% | 0.0% | 96 | -3 | -0.78% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 262 | 17 | 0.0% | 0.0% | 97 | -36 | -12.08% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 238 | 15 | 0.0% | 0.0% | 100 | -421 | -63.88% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 216 | 15 | 0.0% | — | 101 | +216 | New | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 233 | 15 | 0.0% | 0.0% | 99 | +190 | 441.86% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 231 | 15 | 0.0% | 0.0% | 98 | -6 | -2.53% | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 220 | 14 | 0.0% | 0.0% | 102 | -17 | -7.17% | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD BANCORP | History | New | 195 | 12 | 0.0% | — | 103 | +195 | New | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Added to | 178 | 11 | 0.0% | 0.0% | 104 | +118 | 196.67% | Q1 2026 | Jun 02, 2026 |
| GAMMA Investing LLC | History | Added to | 139 | 9 | 0.0% | 0.0% | 105 | +27 | 24.11% | Q1 2026 | Apr 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 127 | 8 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 117 | 7 | 0.0% | — | 107 | +117 | New | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 94 | 6 | 0.0% | 0.0% | 108 | +8 | 9.3% | Q1 2026 | Apr 28, 2026 |
| Spire Wealth Management | History | No change | 100 | 6 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Reduced | 80 | 5 | 0.0% | 0.0% | 110 | -63 | -44.06% | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | Added to | 46 | 3 | 0.0% | 0.0% | 111 | +8 | 21.05% | Q1 2026 | Jun 02, 2026 |
| Sterling Capital Management LLC | History | Reduced | 31 | 2 | 0.0% | 0.0% | 113 | -3 | -8.82% | Q1 2026 | Apr 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 35 | 2 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 27 | 1 | 0.0% | 0.0% | 115 | -16 | -37.21% | Q1 2026 | Apr 27, 2026 |
| Winch Advisory Services, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Covestor Ltd | History | No change | 7 | 1 | 0.0% | — | 116 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Handelsbanken Fonder AB | History | Closed out | 0 | 0 | — | 0.02% | — | -102,592 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,811 | -100.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,199 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,930 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Canton Hathaway, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,950 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -220 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -152 | -100.0% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | May 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | May 14, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 04, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 15, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 9 | 0 | — | — | — | -1 | -10.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Added to | 9 | 0 | — | — | — | +1 | 12.5% | Q1 2026 | Apr 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cornerstone Financial Management LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Essential Partners LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |