Regional Management Corp. - RM
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 | Added to | 1,153,246 | 47,513 | 0.0% | 0.0% | 1 | +16,792 | 1.48% | Q2 2026 | Aug 07, 2026 |
| Forager Capital Management, LLC | History | Reduced | 948,458 | 39,076 | 14.69% | 16.36% | 2 | -70,805 | -6.95% | Q2 2026 | Aug 14, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Added to | 855,425 | 35,243 | 1.4% | 1.29% | 3 | +34,748 | 4.23% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 690,610 | 28,453 | 0.01% | 0.0% | 4 | -1,424 | -0.21% | Q2 2026 | Aug 11, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 341,632 | 14,075 | 0.03% | 0.02% | 5 | -1,600 | -0.47% | Q2 2026 | Aug 06, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 335,593 | 13,826 | 0.0% | 0.0% | 6 | -9,249 | -2.68% | Q2 2026 | Aug 13, 2026 |
| Tieton Capital Management, LLC | History | Reduced | 318,259 | 13,112 | 3.77% | 3.46% | 7 | -1,965 | -0.61% | Q2 2026 | Aug 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 289,157 | 11,913 | 0.01% | 0.0% | 8 | +28,288 | 10.84% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 225,101 | 9,276 | 0.0% | 0.0% | 9 | +12,515 | 5.89% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 185,541 | 7,644 | 0.01% | 0.01% | 10 | -37,692 | -16.88% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Reduced | 173,238 | 7,137 | 0.0% | 0.0% | 11 | -744 | -0.43% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 156,538 | 6,449 | 0.0% | 0.0% | 12 | -6,259 | -3.84% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 124,788 | 5,141 | 0.0% | 0.0% | 13 | -34,800 | -21.81% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 122,205 | 5,034 | 0.0% | 0.0% | 14 | -37,622 | -23.54% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 121,804 | 5,018 | 0.09% | 0.08% | 15 | +4,595 | 3.92% | Q2 2026 | Aug 14, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 113,717 | 4,685 | 0.11% | 0.09% | 16 | +16,200 | 16.61% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 111,884 | 4,609 | 0.0% | 0.0% | 17 | +3,445 | 3.18% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 109,554 | 4,513 | 0.0% | 0.0% | 18 | +25,761 | 30.74% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 105,713 | 4,355 | 0.02% | 0.01% | 19 | +34,619 | 48.69% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 89,941 | 3,705 | 0.0% | 0.0% | 20 | -2,685 | -2.9% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 76,776 | 3,163 | 0.0% | 0.0% | 21 | +890 | 1.17% | Q2 2026 | Aug 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 74,969 | 3,087 | 0.0% | 0.0% | 22 | -11,140 | -12.94% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 74,811 | 3,082 | 0.0% | 0.0% | 23 | -82,340 | -52.4% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 71,481 | 2,945 | 0.0% | 0.0% | 24 | +18,757 | 35.58% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 71,379 | 2,940 | 0.0% | 0.0% | 25 | +7,780 | 12.23% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 65,657 | 2,705 | 0.0% | 0.0% | 26 | +3,070 | 4.91% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Added to | 65,304 | 2,690 | 0.01% | 0.01% | 27 | +4,595 | 7.57% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 56,750 | 2,338 | 0.0% | 0.0% | 28 | +10,662 | 23.13% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 56,561 | 2,330 | 0.0% | 0.0% | 29 | +578 | 1.03% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | New | 55,048 | 2,267 | 0.0% | — | 30 | +55,048 | New | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 47,955 | 1,975 | 0.01% | 0.0% | 31 | +19,709 | 69.78% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | Added to | 47,827 | 1,970 | 0.0% | 0.0% | 32 | +36,102 | 307.91% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 43,288 | 1,783 | 0.0% | 0.0% | 33 | +28,282 | 188.47% | Q2 2026 | Sep 02, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 38,946 | 1,604 | 0.0% | 0.0% | 34 | +7,808 | 25.08% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 38,484 | 1,585 | 0.0% | 0.0% | 35 | +3,611 | 10.35% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 37,666 | 1,551 | 0.0% | 0.0% | 36 | +3,600 | 10.57% | Q2 2026 | Aug 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 34,663 | 1,428 | 0.18% | 0.17% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 33,123 | 1,364 | 0.0% | 0.0% | 38 | -498 | -1.48% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 28,531 | 1,175 | 0.0% | 0.0% | 39 | +4,910 | 20.79% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 27,917 | 1,150 | 0.0% | 0.0% | 40 | +177 | 0.64% | Q2 2026 | Aug 11, 2026 |
| NORGES BANK | History | New | 27,500 | 1,133 | 0.0% | — | 41 | +27,500 | New | Q2 2026 | Aug 12, 2026 |
| Trexquant Investment LP | History | Added to | 27,340 | 1,126 | 0.01% | 0.0% | 42 | +9,250 | 51.13% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 26,100 | 1,075 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 25,629 | 1,055 | 0.02% | 0.02% | 44 | -3,650 | -12.47% | Q2 2026 | Aug 13, 2026 |
| PDT Partners, LLC | History | Added to | 24,998 | 1,029 | 0.05% | 0.04% | 45 | +3,400 | 15.74% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 22,083 | 909 | 0.0% | 0.0% | 46 | -8,080 | -26.79% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 21,615 | 890 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 19,600 | 807 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 17,706 | 729 | 0.0% | 0.0% | 49 | +242 | 1.39% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 17,259 | 716 | 0.0% | 0.0% | 50 | +3,880 | 29.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 16,438 | 677 | 0.0% | 0.0% | 51 | +2,893 | 21.36% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 15,965 | 657 | 0.0% | 0.0% | 52 | -5,200 | -24.57% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 15,886 | 654 | 0.0% | 0.0% | 53 | +1,532 | 10.67% | Q2 2026 | Aug 12, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 15,784 | 650 | 0.11% | 0.21% | 54 | -19,722 | -55.55% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 14,791 | 609 | 0.0% | 0.0% | 55 | +281 | 1.94% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,333 | 590 | 0.0% | 0.0% | 56 | +2,958 | 26.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 12,669 | 521 | 0.0% | 0.0% | 57 | -2,005 | -13.66% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 12,167 | 515 | 0.0% | 0.0% | 58 | +357 | 3.02% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | New | 11,272 | 464 | 0.0% | — | 59 | +11,272 | New | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 11,226 | 462 | 0.0% | 0.0% | 60 | -828 | -6.87% | Q2 2026 | Aug 11, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 9,734 | 401 | 0.01% | 0.01% | 61 | +215 | 2.26% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 8,973 | 369 | 0.09% | 0.1% | 62 | -1,355 | -13.12% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | New | 8,932 | 367 | 0.0% | — | 63 | +8,932 | New | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | Reduced | 8,737 | 359 | 0.0% | 0.0% | 64 | -688 | -7.3% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 11,100 | 357 | 0.0% | 0.0% | 65 | +1,200 | 12.12% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 8,576 | 353 | 0.0% | — | 67 | +8,576 | New | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 8,580 | 353 | 0.0% | 0.0% | 66 | +1,839 | 27.28% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 8,562 | 352 | 0.0% | 0.0% | 68 | +2,980 | 53.39% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 7,930 | 326 | 0.0% | 0.0% | 69 | +3,020 | 61.51% | Q2 2026 | Aug 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 7,726 | 318 | 0.0% | 0.0% | 70 | +3,754 | 94.51% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,717 | 317 | 0.0% | 0.0% | 71 | +4,082 | 112.3% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 7,218 | 297 | 0.0% | 0.0% | 72 | -162 | -2.2% | Q2 2026 | Aug 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 6,900 | 284 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | Reduced | 6,840 | 281 | 0.02% | 0.06% | 74 | -13,597 | -66.53% | Q2 2026 | Aug 06, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 6,745 | 278 | 0.06% | 0.03% | 75 | +115 | 1.73% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 6,461 | 266 | 0.01% | — | 76 | +6,461 | New | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 6,422 | 265 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 5,678 | 233 | 0.0% | — | 78 | +5,678 | New | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 5,462 | 225 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | New | 5,445 | 224 | 0.01% | — | 80 | +5,445 | New | Q2 2026 | Aug 05, 2026 |
| ALGERT GLOBAL LLC | History | New | 5,072 | 208 | 0.0% | — | 81 | +5,072 | New | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 4,943 | 203 | 0.0% | — | 82 | +4,943 | New | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 4,796 | 197 | 0.0% | 0.0% | 83 | +4,192 | 694.04% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 4,033 | 166 | 0.0% | 0.0% | 84 | -277 | -6.43% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 3,571 | 147 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,468 | 142 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| State of Tennessee, Department of Treasury | History | New | 3,010 | 124 | 0.0% | — | 87 | +3,010 | New | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | New | 2,833 | 117 | 0.0% | — | 88 | +2,833 | New | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,704 | 111 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| State of Alaska, Department of Revenue | History | No change | 2,067 | 85 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 947 | 39 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 812 | 33 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 970 | 31 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 750 | 30 | 0.0% | — | 94 | +750 | New | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 691 | 28 | 0.0% | 0.0% | 95 | +44 | 6.8% | Q2 2026 | Jul 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 666 | 27 | 0.0% | 0.0% | 96 | -1,863 | -73.67% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 519 | 21 | 0.0% | 0.0% | 97 | +452 | 674.63% | Q2 2026 | Jul 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 475 | 19 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 447 | 18 | 0.0% | — | 99 | +376 | 529.58% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 348 | 14 | 0.0% | 0.0% | 100 | +134 | 62.62% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 328 | 13 | 0.0% | 0.0% | 101 | +89 | 37.24% | Q2 2026 | Jul 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 300 | 12 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 265 | 11 | 0.0% | — | 103 | +260 | 5200.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Added to | 241 | 10 | 0.01% | 0.0% | 104 | +19 | 8.56% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 149 | 6 | 0.0% | 0.0% | 105 | -117 | -43.98% | Q2 2026 | Jul 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 121 | 4 | 0.0% | 0.0% | 106 | -369 | -75.31% | Q2 2026 | Aug 24, 2026 |
| US BANCORP \DE\ | History | New | 55 | 2 | 0.0% | — | 111 | +55 | New | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 51 | 2 | 0.0% | — | 112 | +51 | New | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | Added to | 66 | 2 | 0.0% | 0.0% | 109 | +33 | 100.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 68 | 2 | 0.0% | 0.0% | 108 | -13 | -16.05% | Q2 2026 | Aug 07, 2026 |
| Essential Partners LLC | History | Reduced | 52 | 2 | 0.0% | 0.0% | 110 | -7 | -11.86% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 58 | 2 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Optiver Holding B.V. | History | Reduced | 28 | 1 | 0.0% | 0.0% | 115 | -72 | -72.0% | Q2 2026 | Aug 12, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 40 | 1 | 0.0% | — | 116 | +40 | New | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 42 | 1 | 0.0% | — | 114 | +13 | 44.83% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | Added to | 38 | 1 | 0.0% | — | 113 | +8 | 26.67% | Q2 2026 | Jul 20, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,313 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -15,022 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,640 | -100.0% | Q2 2026 | Aug 13, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.12% | — | -6,572 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Kemnay Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -297 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -30 | -71.43% | Q2 2026 | Jul 17, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 22, 2026 |
| Fortitude Family Office, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 20, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| True Wealth Design, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |