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 | Reduced | 1,136,454 | 36,650 | 0.0% | 0.0% | 1 | -2,981 | -0.26% | Q1 2026 | May 13, 2026 |
| Forager Capital Management, LLC | History | Reduced | 1,019,263 | 32,871 | 16.36% | 19.04% | 2 | -65,835 | -6.07% | Q1 2026 | May 15, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 820,677 | 27,335 | 1.29% | 1.34% | 3 | -35,964 | -4.2% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 692,034 | 22,317 | 0.0% | 0.01% | 4 | +333 | 0.05% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 459,349 | 17,799 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 344,842 | 11,121 | 0.0% | — | 6 | +344,842 | New | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 343,232 | 11,069 | 0.02% | 0.03% | 7 | +4,400 | 1.3% | Q1 2026 | May 11, 2026 |
| Tieton Capital Management, LLC | History | Added to | 320,224 | 10,327 | 3.46% | 4.04% | 8 | +15,526 | 5.1% | Q1 2026 | May 08, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 260,869 | 8,413 | 0.0% | 0.0% | 9 | +25,069 | 10.63% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 223,233 | 7,199 | 0.01% | 0.01% | 10 | -19,904 | -8.19% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 212,586 | 6,857 | 0.0% | 0.0% | 11 | +8,098 | 3.96% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 173,982 | 5,610 | 0.0% | 0.0% | 12 | -1,425 | -0.81% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 162,797 | 5,250 | 0.0% | 0.0% | 13 | +12,333 | 8.2% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 159,827 | 5,154 | 0.0% | 0.0% | 14 | -22,839 | -12.5% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 159,588 | 5,146 | 0.0% | 0.0% | 15 | -58,576 | -26.85% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 157,151 | 5,068 | 0.0% | 0.0% | 16 | +85,040 | 117.93% | Q1 2026 | May 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 117,209 | 3,779 | 0.08% | 0.09% | 17 | +5,365 | 4.8% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 108,439 | 3,497 | 0.0% | 0.0% | 18 | +2,618 | 2.47% | Q1 2026 | May 14, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 97,517 | 3,144 | 0.09% | 0.1% | 19 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NORTHERN TRUST CORP | History | Added to | 92,626 | 2,987 | 0.0% | 0.0% | 20 | +905 | 0.99% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 86,109 | 2,776 | 0.0% | 0.01% | 21 | -68,064 | -44.15% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 83,793 | 2,702 | 0.0% | 0.0% | 22 | +16,406 | 24.35% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 75,886 | 2,447 | 0.0% | 0.0% | 23 | -3,965 | -4.97% | Q1 2026 | May 05, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 71,094 | 2,292 | 0.01% | 0.01% | 24 | +8,537 | 13.65% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 63,599 | 2,051 | 0.0% | 0.0% | 25 | +23,275 | 57.72% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 62,587 | 2,018 | 0.0% | 0.0% | 26 | +5,486 | 9.61% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 60,709 | 1,957 | 0.01% | 0.04% | 27 | +5,365 | 9.69% | Q1 2026 | Jun 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 55,983 | 1,805 | 0.0% | — | 28 | +55,983 | New | Q1 2026 | May 08, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 52,724 | 1,700 | 0.0% | — | 29 | +52,724 | New | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 46,088 | 1,486 | 0.0% | 0.0% | 30 | +1,964 | 4.45% | Q1 2026 | Jul 17, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 35,506 | 1,145 | 0.21% | 0.21% | 31 | +10,774 | 43.56% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 34,873 | 1,124 | 0.0% | 0.0% | 32 | -6,447 | -15.6% | Q1 2026 | May 05, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 34,663 | 1,117 | 0.17% | 0.21% | 33 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 34,066 | 1,098 | 0.0% | 0.0% | 34 | +1,421 | 4.35% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 33,621 | 1,084 | 0.0% | 0.0% | 35 | -4,017 | -10.67% | Q1 2026 | May 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 31,138 | 1,004 | 0.0% | — | 36 | +31,138 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 30,163 | 972 | 0.0% | 0.0% | 37 | +12,039 | 66.43% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 29,279 | 944 | 0.02% | 0.03% | 38 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 28,313 | 913 | 0.0% | 0.0% | 39 | +15,290 | 117.41% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 28,246 | 910 | 0.0% | 0.0% | 40 | +409 | 1.47% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 27,740 | 894 | 0.0% | 0.0% | 41 | -266 | -0.95% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 26,100 | 842 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 23,621 | 761 | 0.0% | 0.0% | 43 | +11,432 | 93.79% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 21,615 | 697 | 0.0% | 0.0% | 44 | +101 | 0.47% | Q1 2026 | Apr 30, 2026 |
| PDT Partners, LLC | History | New | 21,598 | 696 | 0.04% | — | 45 | +21,598 | New | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 21,165 | 682 | 0.0% | 0.0% | 46 | -3,915 | -15.61% | Q1 2026 | May 13, 2026 |
| Legato Capital Management LLC | History | Added to | 20,437 | 659 | 0.06% | 0.04% | 47 | +8,691 | 73.99% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 19,600 | 632 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 16,118 | 624 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Reduced | 18,090 | 583 | 0.0% | 0.01% | 50 | -2,674 | -12.88% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 17,464 | 563 | 0.0% | 0.0% | 51 | +473 | 2.78% | Q1 2026 | Apr 22, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 13,600 | 527 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Engineers Gate Manager LP | History | Added to | 15,022 | 484 | 0.01% | 0.0% | 53 | +4,309 | 40.22% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 15,006 | 483 | 0.0% | — | 54 | +15,006 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 14,674 | 473 | 0.0% | 0.0% | 55 | -1,001 | -6.39% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | New | 14,510 | 467 | 0.0% | — | 56 | +14,510 | New | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 14,354 | 462 | 0.0% | 0.0% | 57 | -72 | -0.5% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 13,545 | 436 | 0.0% | 0.0% | 58 | -618 | -4.36% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 13,379 | 424 | 0.0% | 0.0% | 59 | +4,850 | 56.86% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 12,054 | 388 | 0.0% | 0.0% | 60 | -78 | -0.64% | Q1 2026 | May 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 11,810 | 385 | 0.0% | 0.0% | 61 | +1,092 | 10.19% | Q1 2026 | May 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 9,900 | 383 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 11,725 | 378 | 0.0% | 0.0% | 63 | +5,741 | 95.94% | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | New | 11,640 | 375 | 0.0% | — | 64 | +11,640 | New | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,375 | 366 | 0.0% | 0.0% | 65 | -4,277 | -27.33% | Q1 2026 | May 15, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 9,519 | 355 | 0.01% | 0.01% | 66 | -149 | -1.54% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | Added to | 10,328 | 333 | 0.1% | 0.14% | 67 | +1,350 | 15.04% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 9,425 | 303 | 0.0% | 0.0% | 68 | -10,837 | -53.48% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 7,380 | 238 | 0.0% | 0.0% | 69 | +1,087 | 17.27% | Q1 2026 | Apr 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 6,900 | 222 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 6,741 | 217 | 0.0% | 0.0% | 71 | +3,517 | 109.09% | Q1 2026 | May 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 6,630 | 213 | 0.03% | — | 72 | +6,630 | New | Q1 2026 | May 15, 2026 |
| R Squared Ltd | History | New | 6,572 | 211 | 0.12% | — | 73 | +6,572 | New | Q1 2026 | Apr 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 6,422 | 208 | 0.0% | — | 74 | +6,422 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 5,582 | 180 | 0.0% | 0.0% | 75 | -2,245 | -28.68% | Q1 2026 | May 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 5,462 | 176 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 4,910 | 158 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,310 | 138 | 0.0% | 0.0% | 78 | +102 | 2.42% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 3,442 | 133 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,972 | 128 | 0.0% | 0.0% | 80 | +96 | 2.48% | Q1 2026 | May 08, 2026 |
| EMC Capital Management | History | No change | 3,221 | 125 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,635 | 117 | 0.0% | 0.0% | 82 | -6,485 | -64.08% | Q1 2026 | Jul 08, 2026 |
| Vanguard Global Advisers, LLC | History | New | 3,571 | 115 | 0.0% | — | 83 | +3,571 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,468 | 111 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,704 | 87 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,529 | 81 | 0.0% | 0.0% | 86 | +2,251 | 809.71% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 2,067 | 66 | 0.0% | 0.0% | 87 | +1,400 | 209.9% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | New | 1,000 | 32 | 0.0% | — | 88 | +1,000 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 970 | 31 | 0.0% | 0.0% | 89 | -52 | -5.09% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 947 | 30 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 812 | 26 | 0.0% | 0.0% | 91 | -16 | -1.93% | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 647 | 20 | 0.0% | 0.0% | 92 | +611 | 1697.22% | Q1 2026 | Apr 06, 2026 |
| CITIGROUP INC | History | Reduced | 604 | 19 | 0.0% | 0.0% | 93 | -336 | -35.74% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 475 | 15 | 0.0% | — | 94 | +468 | 6685.71% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 490 | 15 | 0.0% | 0.0% | 95 | -68 | -12.19% | Q1 2026 | May 15, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 297 | 9 | 0.0% | 0.0% | 96 | +70 | 30.84% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 300 | 9 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sterling Capital Management LLC | History | Reduced | 266 | 8 | 0.0% | 0.0% | 98 | -190 | -41.67% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | Added to | 239 | 7 | 0.0% | 0.0% | 100 | +120 | 100.84% | Q1 2026 | Apr 06, 2026 |
| Covestor Ltd | History | Added to | 222 | 7 | 0.0% | 0.0% | 99 | +11 | 5.21% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 214 | 6 | 0.0% | 0.0% | 101 | -107 | -33.33% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Added to | 100 | 3 | 0.0% | 0.0% | 102 | +16 | 19.05% | Q1 2026 | Jun 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 81 | 2 | 0.0% | — | 103 | +63 | 350.0% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 67 | 2 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | New | 58 | 1 | 0.0% | — | 108 | +58 | New | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 33 | 1 | 0.0% | — | 105 | +22 | 200.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 42 | 1 | 0.0% | 0.0% | 106 | -8 | -16.0% | Q1 2026 | Apr 07, 2026 |
| Essential Partners LLC | History | Added to | 59 | 1 | 0.0% | 0.0% | 107 | +6 | 11.32% | Q1 2026 | May 21, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -11,271 | -100.0% | Q1 2026 | May 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,165 | -100.0% | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,416 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,985 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,888 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,270 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -563 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -285 | -100.0% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 5 | 0 | — | 0.0% | — | -242 | -97.98% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 71 | 0 | — | 0.0% | — | +41 | 136.67% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 30 | 0 | — | 0.0% | — | -22 | -42.31% | Q1 2026 | Apr 13, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | Apr 24, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 5 | 0 | — | — | — | -5 | -50.0% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 29 | 0 | — | 0.0% | — | -3 | -9.38% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| True Wealth Design, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |