NEXPOINT DIVERSIFIED REAL ESTATE TRUST - NXDT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SMH CAPITAL ADVISORS INC | History | Added to | 59,944 | 312,307 | 1.18% | 1.22% | 1 | +147 | 0.25% | Q3 2026 | Oct 29, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | No change | 5,481,827 | 28,450 | 1.9% | 1.9% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,166,954 | 21,626 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 3,327,599 | 17,270 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 2,243,416 | 11,643 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,646,158 | 8,543 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,034,651 | 5,371 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Matisse Capital | History | No change | 923,630 | 4,812 | 1.88% | 1.92% | 8 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| TCW GROUP INC | History | No change | 923,518 | 4,793 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STATE STREET CORP | History | No change | 872,223 | 4,526 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 483,665 | 2,520 | 0.01% | 0.01% | 11 | +7,454 | 1.57% | Q3 2026 | Nov 02, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 423,703 | 2,207 | 0.02% | 0.02% | 12 | -3,445 | -0.81% | Q3 2026 | Oct 26, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 380,625 | 1,975 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concorde Asset Management, LLC | History | No change | 303,434 | 1,574 | 0.91% | 0.91% | 14 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NORTHERN TRUST CORP | History | No change | 302,818 | 1,571 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bulldog Investors, LLP | History | No change | 300,011 | 1,557 | 0.34% | 0.34% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 275,717 | 1,430 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Camelot Portfolios, LLC | History | No change | 257,035 | 1,334 | 0.93% | 0.93% | 18 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 248,044 | 1,287 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MADDEN SECURITIES Corp | History | No change | 231,714 | 1,207 | 0.32% | 0.33% | 20 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Atlas Wealth LLC | History | No change | 76,796 | 1,013 | 0.14% | 0.14% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 184,244 | 959 | 0.05% | 0.05% | 22 | -887 | -0.48% | Q3 2026 | Nov 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 140,139 | 727 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 138,906 | 720 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GatePass Capital, LLC | History | No change | 137,508 | 713 | 0.27% | 0.27% | 25 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 121,921 | 635 | 0.0% | 0.0% | 26 | -5,254 | -4.13% | Q3 2026 | Nov 05, 2026 |
| Quantinno Capital Management LP | History | No change | 115,704 | 600 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 115,569 | 599 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 113,184 | 587 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 103,440 | 536 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 94,837 | 492 | 0.08% | 0.08% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 92,857 | 481 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 77,802 | 403 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 69,419 | 360 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 64,409 | 334 | 0.14% | 0.14% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 63,229 | 328 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 62,599 | 324 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 56,482 | 294 | 0.0% | 0.0% | 38 | -1,985 | -3.4% | Q3 2026 | Oct 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 49,883 | 258 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 53,835 | 251 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 46,856 | 243 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 46,986 | 243 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 45,698 | 237 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 43,700 | 228 | 0.01% | 0.01% | 44 | -20,610 | -32.05% | Q3 2026 | Oct 22, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 42,548 | 220 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 36,872 | 192 | 0.0% | 0.0% | 46 | +784 | 2.17% | Q3 2026 | Nov 04, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 36,514 | 189 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 36,056 | 187 | 0.0% | 0.0% | 49 | +768 | 2.18% | Q3 2026 | Nov 02, 2026 |
| RHUMBLINE ADVISERS | History | No change | 36,154 | 187 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empowered Funds, LLC | History | No change | 35,714 | 185 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 33,744 | 175 | 0.0% | 0.0% | 51 | +717 | 2.17% | Q3 2026 | Oct 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 33,306 | 172 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 33,183 | 172 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 32,732 | 170 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 26,941 | 139 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 24,250 | 125 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 22,089 | 114 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SEI INVESTMENTS CO | History | No change | 20,647 | 107 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 20,701 | 107 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 18,561 | 95 | 0.0% | 0.0% | 60 | -242 | -1.29% | Q3 2026 | Oct 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 16,960 | 88 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 16,215 | 83 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 16,233 | 83 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 15,795 | 82 | 0.0% | 0.0% | 66 | +335 | 2.17% | Q3 2026 | Oct 29, 2026 |
| LPL Financial LLC | History | No change | 15,813 | 82 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 15,907 | 82 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 14,527 | 75 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | New | 13,660 | 71 | 0.0% | — | 68 | +13,660 | New | Q3 2026 | Nov 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,256 | 68 | 0.0% | 0.0% | 69 | +2,929 | 28.36% | Q3 2026 | Oct 13, 2026 |
| Burford Brothers, Inc. | History | Reduced | 13,161 | 68 | 0.02% | 0.02% | 70 | -2 | -0.02% | Q3 2026 | Oct 21, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 13,119 | 68 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | No change | 12,886 | 66 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 11,365 | 58 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 10,775 | 56 | 0.0% | 0.0% | 74 | -1,838 | -14.57% | Q3 2026 | Oct 22, 2026 |
| STRS OHIO | History | Added to | 10,697 | 55 | 0.0% | 0.0% | 75 | +2,800 | 35.46% | Q3 2026 | Oct 30, 2026 |
| Copley Financial Group, Inc. | History | No change | 10,656 | 55 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,892 | 40 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 6,592 | 34 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,677 | 29 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,668 | 29 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 5,565 | 28 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Added to | 4,880 | 25 | 0.02% | 0.0% | 83 | +4,673 | 2257.49% | Q3 2026 | Oct 30, 2026 |
| IFP Advisors, Inc | History | Added to | 4,969 | 25 | 0.0% | 0.0% | 82 | +168 | 3.5% | Q3 2026 | Oct 16, 2026 |
| CITIGROUP INC | History | Reduced | 4,639 | 24 | 0.0% | 0.0% | 84 | -12,349 | -72.69% | Q3 2026 | Nov 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,807 | 19 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,847 | 19 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 3,260 | 16 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,160 | 16 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 3,081 | 15 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 2,746 | 14 | 0.0% | 0.0% | 90 | +1,350 | 96.7% | Q3 2026 | Oct 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,984 | 10 | 0.0% | 0.0% | 92 | +794 | 66.72% | Q3 2026 | Oct 01, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,922 | 10 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,441 | 7 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,244 | 6 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,314 | 6 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BFC Planning, Inc. | History | No change | 1,244 | 6 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 973 | 5 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 726 | 3 | 0.0% | 0.0% | 98 | +41 | 5.99% | Q3 2026 | Oct 22, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 698 | 3 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 663 | 3 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 507 | 2 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Optiver Holding B.V. | History | No change | 390 | 2 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | Added to | 245 | 1 | 0.0% | 0.0% | 105 | +1 | 0.41% | Q3 2026 | Oct 14, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 285 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| United Financial Planning Group LLC | History | No change | 217 | 1 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 128 | 0 | — | 0.0% | — | -228 | -64.04% | Q3 2026 | Oct 20, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 183 | 0 | — | — | — | +174 | 1933.33% | Q3 2026 | Oct 26, 2026 |
| Larson Financial Group LLC | History | New | 109 | 0 | — | — | — | +109 | New | Q3 2026 | Nov 05, 2026 |
| SIGNATUREFD, LLC | History | New | 97 | 0 | — | — | — | +97 | New | Q3 2026 | Oct 23, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Root Financial Partners, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q3 2026 | Oct 21, 2026 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 15 | 0 | — | — | — | +10 | 200.0% | Q3 2026 | Oct 29, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 125 | 0 | — | — | — | -4 | -3.1% | Q3 2026 | Nov 04, 2026 |
| True Wealth Design, LLC | History | Reduced | 14 | 0 | — | — | — | -2 | -12.5% | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 147 | 0 | — | — | — | +2 | 1.38% | Q3 2026 | Oct 08, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Allworth Financial LP | History | No change | 137 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Advisors | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SHP Wealth Management | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |