OOMA INC - OOMA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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 No change 3,590,063 69,001 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,067,921 20,525 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 1,048,896 20,148 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 903,242 17,360 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 891,750 17,139 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 776,003 14,914 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 641,350 12,326 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 639,444 12,293 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 565,222 10,987 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 559,995 10,763 0.0% 0.0% 10 0 0.0% Q2 2026 Sep 22, 2026
Hillsdale Investment Management Inc. History No change 530,300 10,192 0.23% 0.23% 11 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History No change 417,723 8,029 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 377,590 7,257 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History No change 348,010 6,688 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 263,825 5,070 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 11, 2026
Swedbank AB History No change 263,400 5,062 0.0% 0.0% 16 0 0.0% Q2 2026 Jul 15, 2026
LAZARD ASSET MANAGEMENT LLC History No change 232,102 4,461 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 231,848 4,456 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
GLOBEFLEX CAPITAL L P History No change 220,363 4,235 0.54% 0.54% 19 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 212,996 4,093 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 212,078 4,076 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 203,631 3,913 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 194,921 3,746 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 191,849 3,687 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 191,175 3,674 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 184,883 3,553 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 182,792 3,513 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
SEGALL BRYANT & HAMILL, LLC History No change 177,039 3,402 0.04% 0.04% 28 0 0.0% Q2 2026 Aug 12, 2026
PERKINS CAPITAL MANAGEMENT INC History No change 176,970 3,401 2.56% 2.56% 29 0 0.0% Q2 2026 Jul 24, 2026
NORGES BANK History No change 176,500 3,392 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 12, 2026
AWM Investment Company, Inc. History No change 173,820 3,340 0.29% 0.29% 31 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 169,007 3,256 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 06, 2026
NANO CAP NEW MILLENNIUM GROWTH FUND L P History No change 155,000 2,979 2.29% 2.29% 33 0 0.0% Q2 2026 Aug 14, 2026
Assenagon Asset Management S.A. History No change 151,552 2,912 0.0% 0.0% 34 0 0.0% Q2 2026 Jul 08, 2026
HERALD INVESTMENT MANAGEMENT Ltd History No change 150,000 2,881 0.39% 0.39% 35 0 0.0% Q2 2026 Jul 23, 2026
Walleye Capital LLC History No change 144,845 2,783 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 03, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 140,575 2,701 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
Inspire Investing, LLC History No change 130,464 2,507 0.1% 0.1% 38 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 120,444 2,314 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History No change 119,654 2,299 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 13, 2026
PEAK6 LLC History No change 112,300 2,158 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 103,372 1,986 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 102,530 1,970 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 97,558 1,875 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History No change 80,001 1,537 0.08% 0.08% 45 0 0.0% Q2 2026 Aug 03, 2026
D. E. Shaw & Co., Inc. History No change 78,848 1,515 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 78,786 1,514 0.08% 0.08% 47 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Capital, Inc. History No change 75,000 1,441 0.13% 0.13% 48 0 0.0% Q2 2026 Aug 03, 2026
BANK OF AMERICA CORP /DE/ History No change 74,738 1,436 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 72,557 1,395 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 72,537 1,394 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 69,780 1,341 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 64,736 1,244 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
Informed Momentum Co LLC History No change 63,562 1,221 0.11% 0.11% 54 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 61,533 1,182 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
North Star Investment Management Corp. History No change 60,000 1,153 0.06% 0.06% 56 0 0.0% Q2 2026 Jul 28, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 57,100 1,097 0.02% 0.02% 57 0 0.0% Q2 2026 Aug 14, 2026
LSV ASSET MANAGEMENT History No change 55,600 1,069 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 06, 2026
Magnetar Financial LLC History No change 53,170 1,021 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 52,773 1,014 0.0% 0.0% 60 0 0.0% Q2 2026 Sep 02, 2026
AMERICAN CENTURY COMPANIES INC History No change 52,651 1,011 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 50,087 962 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 12, 2026
Man Group plc History No change 45,702 878 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 43,687 839 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
Numerai GP LLC History No change 42,645 819 0.07% 0.07% 65 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History No change 38,800 745 0.0% 0.0% 66 0 0.0% Q2 2026 Jul 30, 2026
FMR LLC History No change 38,623 742 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 38,419 738 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 37,269 716 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 13, 2026
Aquatic Capital Management LLC History No change 35,478 681 0.02% 0.02% 70 0 0.0% Q2 2026 Aug 14, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 33,717 648 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 13, 2026
Verdad Advisers, LP History No change 32,810 630 0.6% 0.6% 72 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 31,168 599 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 11, 2026
Amundi History No change 30,923 594 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 11, 2026
BARD ASSOCIATES INC History No change 29,021 557 0.12% 0.12% 75 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 28,585 549 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History No change 26,944 517 0.05% 0.05% 77 0 0.0% Q2 2026 Aug 06, 2026
AlphaCore Capital LLC History No change 26,584 510 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 06, 2026
GSA CAPITAL PARTNERS LLP History No change 26,368 507 0.03% 0.03% 79 0 0.0% Q2 2026 Aug 06, 2026
SIMPLEX TRADING, LLC History No change 26,257 504 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 12, 2026
Integrated Quantitative Investments LLC History No change 26,084 501 0.08% 0.08% 81 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 25,710 494 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 25,655 493 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 25,641 492 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 06, 2026
DEUTSCHE BANK AG\ History No change 25,523 490 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 07, 2026
Horizon Investment Services, LLC History No change 23,365 449 0.12% 0.12% 86 0 0.0% Q2 2026 Aug 06, 2026
Boston Partners History No change 22,410 430 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 22,121 425 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 19, 2026
SG Americas Securities, LLC History No change 21,871 420 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 07, 2026
ALLIANCEBERNSTEIN L.P. History No change 28,290 411 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 21,364 410 0.02% 0.02% 91 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 21,117 406 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
POLEN CAPITAL MANAGEMENT LLC History No change 21,039 404 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 04, 2026
MILLENNIUM MANAGEMENT LLC History No change 20,108 386 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 19,226 369 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 06, 2026
Y-Intercept (Hong Kong) Ltd History No change 18,754 360 0.01% 0.01% 96 0 0.0% Q2 2026 Jul 13, 2026
BAILARD, INC. History No change 17,700 340 0.01% 0.01% 97 0 0.0% Q2 2026 Jul 30, 2026
MetLife Investment Management, LLC History No change 15,133 290 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
Jump Financial, LLC History No change 15,124 290 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 14,872 285 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 03, 2026
Cornerstone Investment Partners, LLC History No change 14,324 275 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 07, 2026
MANGROVE PARTNERS IM, LLC History No change 13,925 267 0.02% 0.02% 102 0 0.0% Q2 2026 Aug 14, 2026
Rothschild Wealth LLC History No change 13,853 266 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Global Advisers, LLC History No change 13,453 258 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
Semanteon Capital Management, LP History No change 13,035 250 1.13% 1.13% 105 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 12,679 243 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
Graham Capital Management, L.P. History No change 12,579 241 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 11,841 227 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
PDT Partners, LLC History No change 11,618 223 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 14, 2026
nVerses Capital, LLC History No change 11,641 223 0.34% 0.34% 110 0 0.0% Q2 2026 Aug 04, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 10,761 217 0.0% 0.0% 111 0 0.0% Q2 2026 Jul 15, 2026
Brevan Howard Capital Management LP History No change 11,190 215 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 10,633 204 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 10,600 203 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
INCEPTIONR LLC History No change 10,025 192 0.05% 0.05% 115 0 0.0% Q2 2026 Aug 10, 2026
VIRTUS ADVISERS, LLC History No change 9,177 176 0.07% 0.07% 116 0 0.0% Q2 2026 Aug 11, 2026
OSAIC HOLDINGS, INC. History No change 8,085 155 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History No change 8,106 155 0.07% 0.07% 118 0 0.0% Q2 2026 Aug 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 7,203 138 0.0% 0.0% 119 0 0.0% Q2 2026 Jul 29, 2026
Police & Firemen's Retirement System of New Jersey History No change 6,765 130 0.0% 0.0% 120 0 0.0% Q2 2026 Jul 23, 2026
ROYAL BANK OF CANADA History No change 5,376 103 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 4,765 91 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
Covestor Ltd History No change 4,434 86 0.05% 0.05% 123 0 0.0% Q2 2026 Aug 07, 2026
Versant Capital Management, Inc History Added to 4,015 82 0.01% 0.01% 124 +30 0.75% Q3 2026 Oct 01, 2026
Arax Advisory Partners History No change 4,062 78 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 10, 2026
Legal & General Group Plc History No change 2,623 50 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 2,353 45 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 2,288 44 0.0% 0.0% 128 0 0.0% Q2 2026 Jul 23, 2026
NewEdge Advisors, LLC History No change 1,881 36 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 12, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,709 32 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 10, 2026
FEDERATED HERMES, INC. History No change 1,547 29 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 1,492 28 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 709 13 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 12, 2026
WealthCollab, LLC History No change 708 13 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 664 12 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 617 11 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 11, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 585 11 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 543 10 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 464 8 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Management Group, LLC History No change 398 7 0.0% 0.0% 140 0 0.0% Q2 2026 Jul 27, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 354 6 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 24, 2026
SIGNATUREFD, LLC History No change 338 6 0.0% 0.0% 142 0 0.0% Q2 2026 Jul 23, 2026
GAMMA Investing LLC History No change 338 6 0.0% 0.0% 143 0 0.0% Q2 2026 Jul 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 277 5 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 250 4 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 24, 2026
ROTHSCHILD INVESTMENT LLC History No change 198 3 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 06, 2026
Marquette Asset Management, LLC History No change 139 2 0.0% 0.0% 147 0 0.0% Q2 2026 Jul 09, 2026
Johnson Financial Group, Inc. History No change 138 2 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 10, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 114 2 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 139 2 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 05, 2026
True Wealth Design, LLC History No change 107 2 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 16, 2026
C M BIDWELL & ASSOCIATES LTD History No change 56 1 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 11, 2026
Advisors Asset Management, Inc. History No change 100 1 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History No change 90 1 0.0% 0.0% 154 0 0.0% Q2 2026 Jul 28, 2026
Optiver Holding B.V. History No change 94 1 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History No change 80 1 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 17, 2026
JPL Wealth Management, LLC History No change 97 1 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 28 0 — 0.0% — -96 -77.42% Q3 2026 Oct 05, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 30 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
NATIONAL BANK OF CANADA /FI/ History No change 6 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
IFP Advisors, Inc History No change 22 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Larson Financial Group LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
SJS Investment Consulting Inc. History No change 7 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Fortitude Family Office, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Quarry LP History No change 35 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Torren Management, LLC History No change 31 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Basecamp Wealth Advisors LLC History No change 19 0 — — — 0 0.0% Q2 2026 Aug 14, 2026