scPharmaceuticals Inc. - SCPH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ORBIMED ADVISORS LLC | History | No change | 6,059,528 | 34,357 | 0.81% | 0.58% | 1 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| Rubric Capital Management LP | History | Added to | 5,101,886 | 28,927 | 0.33% | 0.26% | 2 | +499,909 | 10.86% | Q3 2025 | Nov 14, 2025 |
| Weiss Asset Management LP | History | New | 2,881,669 | 16,339 | 5.7% | — | 3 | +2,881,669 | New | Q3 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 2,380,477 | 13,497 | 0.0% | 0.0% | 4 | +169,161 | 7.65% | Q3 2025 | Nov 12, 2025 |
| VANGUARD GROUP INC | History | Added to | 2,176,970 | 12,343 | 0.0% | 0.0% | 5 | +341,321 | 18.59% | Q3 2025 | Nov 07, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | New | 2,150,000 | 12,190 | 56.6% | — | 6 | +2,150,000 | New | Q3 2025 | Dec 09, 2025 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 2,128,391 | 12,067 | 0.05% | 0.06% | 7 | -1,412,779 | -39.9% | Q3 2025 | Nov 07, 2025 |
| HSBC HOLDINGS PLC | History | New | 1,900,042 | 10,754 | 0.01% | — | 8 | +1,900,042 | New | Q3 2025 | Nov 13, 2025 |
| MORGAN STANLEY | History | Reduced | 1,672,825 | 9,484 | 0.0% | 0.0% | 9 | -475,061 | -22.12% | Q3 2025 | Nov 14, 2025 |
| GLAZER CAPITAL, LLC | History | New | 1,381,691 | 7,834 | 0.26% | — | 10 | +1,381,691 | New | Q3 2025 | Nov 13, 2025 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | New | 961,065 | 5,449 | 0.33% | — | 11 | +961,065 | New | Q3 2025 | Nov 06, 2025 |
| Newtyn Management, LLC | History | New | 940,568 | 5,333 | 0.65% | — | 12 | +940,568 | New | Q3 2025 | Nov 14, 2025 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 892,301 | 5,060 | 0.0% | 0.0% | 13 | +142,817 | 19.06% | Q3 2025 | Nov 12, 2025 |
| Nantahala Capital Management, LLC | History | Reduced | 861,277 | 4,883 | 0.17% | 0.15% | 14 | -134,161 | -13.48% | Q3 2025 | Nov 14, 2025 |
| STATE STREET CORP | History | Added to | 849,279 | 4,815 | 0.0% | 0.0% | 15 | +44,270 | 5.5% | Q3 2025 | Nov 14, 2025 |
| NOMURA HOLDINGS INC | History | Added to | 839,241 | 4,758 | 0.01% | 0.0% | 16 | +669,969 | 395.79% | Q3 2025 | Nov 14, 2025 |
| PERCEPTIVE ADVISORS LLC | History | Added to | 583,142 | 3,306 | 0.1% | 0.07% | 17 | +83,142 | 16.63% | Q3 2025 | Nov 14, 2025 |
| ODDO BHF ASSET MANAGEMENT SAS | History | New | 575,052 | 3,260 | 0.12% | — | 18 | +575,052 | New | Q3 2025 | Nov 14, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 471,119 | 2,671 | 0.0% | 0.0% | 19 | -67,351 | -12.51% | Q3 2025 | Nov 14, 2025 |
| DIADEMA PARTNERS LP | History | Reduced | 462,000 | 2,619 | 0.67% | 0.82% | 20 | -242,123 | -34.39% | Q3 2025 | Nov 14, 2025 |
| APIS CAPITAL ADVISORS, LLC | History | Reduced | 440,000 | 2,494 | 0.55% | 1.02% | 21 | -312,000 | -41.49% | Q3 2025 | Nov 14, 2025 |
| Yakira Capital Management, Inc. | History | New | 438,355 | 2,485 | 0.87% | — | 22 | +438,355 | New | Q3 2025 | Nov 13, 2025 |
| CenterBook Partners LP | History | New | 348,596 | 1,976 | 0.1% | — | 23 | +348,596 | New | Q3 2025 | Nov 07, 2025 |
| Verition Fund Management LLC | History | New | 345,572 | 1,959 | 0.01% | — | 24 | +345,572 | New | Q3 2025 | Nov 14, 2025 |
| Mint Tower Capital Management B.V. | History | New | 335,000 | 1,899 | 0.22% | — | 25 | +335,000 | New | Q3 2025 | Nov 12, 2025 |
| NORTHERN TRUST CORP | History | Added to | 312,595 | 1,772 | 0.0% | 0.0% | 26 | +29,457 | 10.4% | Q3 2025 | Nov 14, 2025 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | New | 307,800 | 1,745 | 0.28% | — | 27 | +307,800 | New | Q3 2025 | Nov 12, 2025 |
| Tejara Capital Ltd | History | Reduced | 245,209 | 1,390 | 0.73% | 0.88% | 28 | -252,521 | -50.73% | Q3 2025 | Nov 04, 2025 |
| Groupe la Francaise | History | New | 240,000 | 1,360 | 0.02% | — | 29 | +240,000 | New | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Added to | 200,800 | 1,138 | 0.0% | 0.0% | 30 | +164,692 | 456.11% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Added to | 169,117 | 958 | 0.0% | 0.0% | 31 | +39,042 | 30.01% | Q3 2025 | Nov 14, 2025 |
| EQUITEC PROPRIETARY MARKETS, LLC | History | New | 162,900 | 923 | 0.21% | — | 32 | +162,900 | New | Q3 2025 | Nov 26, 2025 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 160,000 | 907 | 0.08% | — | 33 | +160,000 | New | Q3 2025 | Nov 07, 2025 |
| DELTEC ASSET MANAGEMENT LLC | History | New | 151,837 | 860 | 0.14% | — | 34 | +151,837 | New | Q3 2025 | Oct 24, 2025 |
| JBF Capital, Inc. | History | New | 135,000 | 765 | 0.11% | — | 35 | +135,000 | New | Q3 2025 | Nov 14, 2025 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 118,802 | 673 | 0.0% | 0.0% | 36 | +23,993 | 25.31% | Q3 2025 | Nov 10, 2025 |
| UBS Group AG | History | Reduced | 117,255 | 664 | 0.0% | 0.0% | 37 | -738,047 | -86.29% | Q3 2025 | Nov 13, 2025 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Reduced | 101,713 | 576 | 0.03% | 0.3% | 38 | -1,370,814 | -93.09% | Q3 2025 | Oct 16, 2025 |
| Rangeley Capital, LLC | History | New | 93,747 | 531 | 0.46% | — | 39 | +93,747 | New | Q3 2025 | Nov 14, 2025 |
| Nuveen, LLC | History | Added to | 85,940 | 487 | 0.0% | 0.0% | 40 | +9,789 | 12.85% | Q3 2025 | Nov 12, 2025 |
| Bank of New York Mellon Corp | History | Added to | 85,292 | 483 | 0.0% | 0.0% | 41 | +3,834 | 4.71% | Q3 2025 | Nov 03, 2025 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 83,133 | 471 | 0.34% | 0.27% | 42 | -7,835 | -8.61% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 76,880 | 435 | 0.0% | 0.0% | 43 | -25,008 | -24.54% | Q3 2025 | Nov 14, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 74,487 | 422 | 0.0% | 0.0% | 44 | +10 | 0.01% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Added to | 65,062 | 368 | 0.02% | 0.0% | 45 | +33,306 | 104.88% | Q3 2025 | Nov 14, 2025 |
| BARCLAYS PLC | History | Reduced | 61,084 | 346 | 0.0% | 0.0% | 46 | -5,115 | -7.73% | Q3 2025 | Mar 31, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 54,641 | 309 | 0.0% | 0.0% | 47 | +141 | 0.26% | Q3 2025 | Nov 06, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 42,900 | 243 | 0.0% | 0.0% | 48 | -236,960 | -84.67% | Q3 2025 | Nov 14, 2025 |
| Quantinno Capital Management LP | History | New | 38,728 | 219 | 0.0% | — | 49 | +38,728 | New | Q3 2025 | Nov 14, 2025 |
| Thomasville National Bank | History | No change | 37,500 | 212 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q3 2025 | Oct 10, 2025 |
| Trium Capital LLP | History | New | 32,710 | 185 | 0.07% | — | 51 | +32,710 | New | Q3 2025 | Oct 16, 2025 |
| TORNO CAPITAL, LLC | History | New | 30,000 | 170 | 0.01% | — | 52 | +30,000 | New | Q3 2025 | Nov 14, 2025 |
| CSS LLC/IL | History | New | 29,071 | 164 | 0.01% | — | 53 | +29,071 | New | Q3 2025 | Nov 13, 2025 |
| JPMORGAN CHASE & CO | History | Added to | 28,745 | 162 | 0.0% | 0.0% | 54 | +10,473 | 57.32% | Q3 2025 | Nov 26, 2025 |
| Lido Advisors, LLC | History | Reduced | 27,470 | 155 | 0.0% | 0.0% | 55 | -30 | -0.11% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | New | 26,880 | 152 | 0.0% | — | 56 | +26,880 | New | Q3 2025 | Nov 13, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 26,491 | 150 | 0.0% | 0.0% | 57 | -5,230 | -16.49% | Q3 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 24,746 | 140 | 0.0% | 0.0% | 58 | +7,054 | 39.87% | Q3 2025 | Nov 13, 2025 |
| Invesco Ltd. | History | Reduced | 24,167 | 137 | 0.0% | 0.0% | 59 | -1,712 | -6.62% | Q3 2025 | Nov 13, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 23,216 | 131 | 0.0% | — | 60 | +23,216 | New | Q3 2025 | Nov 13, 2025 |
| MetLife Investment Management, LLC | History | Added to | 22,449 | 127 | 0.0% | 0.0% | 61 | +1,123 | 5.27% | Q3 2025 | Nov 13, 2025 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 21,010 | 119 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | New | 20,584 | 116 | 0.0% | — | 63 | +20,584 | New | Q3 2025 | Nov 14, 2025 |
| HARVEST MANAGEMENT LLC | History | New | 20,000 | 113 | 0.05% | — | 64 | +20,000 | New | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Added to | 19,732 | 112 | 0.01% | 0.0% | 65 | +1,287 | 6.98% | Q3 2025 | Nov 14, 2025 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 19,431 | 111 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| DEUTSCHE BANK AG\ | History | No change | 19,301 | 109 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| Centiva Capital, LP | History | New | 18,865 | 106 | 0.0% | — | 68 | +18,865 | New | Q3 2025 | Nov 14, 2025 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 18,315 | 103 | 0.0% | 0.0% | 69 | -397 | -2.12% | Q3 2025 | Nov 14, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 17,006 | 96 | 0.0% | — | 70 | +17,006 | New | Q3 2025 | Nov 14, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 16,992 | 96 | 0.0% | 0.0% | 71 | +89 | 0.53% | Q3 2025 | Oct 31, 2025 |
| GROUP ONE TRADING LLC | History | Reduced | 15,630 | 88 | 0.0% | 0.0% | 72 | -5,332 | -25.44% | Q3 2025 | Nov 12, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 15,521 | 88 | 0.0% | 0.0% | 73 | -1,818 | -10.49% | Q3 2025 | Nov 12, 2025 |
| FMR LLC | History | Added to | 15,274 | 86 | 0.0% | 0.0% | 74 | +1,547 | 11.27% | Q3 2025 | Nov 13, 2025 |
| GTS SECURITIES LLC | History | New | 14,696 | 83 | 0.0% | — | 75 | +14,696 | New | Q3 2025 | Nov 14, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 13,567 | 76 | 0.0% | 0.0% | 76 | +3,076 | 29.32% | Q3 2025 | Nov 14, 2025 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 12,701 | 72 | 0.0% | 0.0% | 78 | +3,365 | 36.04% | Q3 2025 | Nov 12, 2025 |
| SIG BROKERAGE, LP | History | No change | 12,800 | 72 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,543 | 65 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q3 2025 | Nov 03, 2025 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 10,795 | 61 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q3 2025 | Oct 24, 2025 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 9,342 | 52 | 0.0% | 0.0% | 81 | -1,261 | -11.89% | Q3 2025 | Nov 10, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,733 | 43 | 0.0% | 0.0% | 82 | +4,041 | 109.45% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Reduced | 6,504 | 36 | 0.0% | 0.0% | 83 | -22,713 | -77.74% | Q3 2025 | Nov 12, 2025 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,808 | 32 | 0.0% | 0.0% | 84 | -20 | -0.34% | Q3 2025 | Nov 14, 2025 |
| Legal & General Group Plc | History | Added to | 4,571 | 25 | 0.0% | 0.0% | 85 | +710 | 18.39% | Q3 2025 | Nov 13, 2025 |
| Russell Investments Group, Ltd. | History | Added to | 3,743 | 21 | 0.0% | 0.0% | 86 | +3,063 | 450.44% | Q3 2025 | Nov 13, 2025 |
| CITIGROUP INC | History | Reduced | 3,038 | 17 | 0.0% | 0.0% | 87 | -10,297 | -77.22% | Q3 2025 | Nov 10, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,086 | 17 | 0.0% | 0.0% | 88 | -6,238 | -66.9% | Q3 2025 | Nov 14, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,611 | 14 | 0.0% | 0.0% | 89 | +436 | 20.05% | Q3 2025 | Nov 07, 2025 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | New | 2,300 | 13 | 0.0% | — | 91 | +2,300 | New | Q3 2025 | Nov 14, 2025 |
| Ameritas Investment Partners, Inc. | History | No change | 2,385 | 13 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q3 2025 | Nov 10, 2025 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | New | 2,143 | 12 | 0.0% | — | 92 | +2,143 | New | Q3 2025 | Nov 14, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 2,061 | 11 | 0.0% | 0.0% | 93 | +22 | 1.08% | Q3 2025 | Nov 03, 2025 |
| AMALGAMATED BANK | History | No change | 1,358 | 8 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q3 2025 | Oct 29, 2025 |
| Arax Advisory Partners | History | New | 1,407 | 7 | 0.0% | — | 95 | +1,407 | New | Q3 2025 | Nov 14, 2025 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,147 | 6 | 0.0% | 0.0% | 96 | -95 | -7.65% | Q3 2025 | Nov 07, 2025 |
| CWM, LLC | History | Reduced | 525 | 3 | 0.0% | 0.0% | 97 | -236 | -31.01% | Q3 2025 | Oct 15, 2025 |
| Fortitude Family Office, LLC | History | No change | 613 | 3 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q3 2025 | Oct 17, 2025 |
| Optiver Holding B.V. | History | New | 422 | 2 | 0.0% | — | 100 | +422 | New | Q3 2025 | Nov 10, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 486 | 2 | 0.0% | 0.0% | 99 | -102 | -17.35% | Q3 2025 | Nov 05, 2025 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 425 | 2 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q3 2025 | Oct 24, 2025 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 218 | 1 | 0.0% | — | 103 | -3 | -1.36% | Q3 2025 | Nov 19, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 295 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2025 | Oct 23, 2025 |
| AIGH Capital Management LLC | History | Closed out | 0 | 0 | — | 6.63% | — | -3,867,523 | -100.0% | Q2 2025 | Jul 29, 2025 |
| 5AM Venture Management, LLC | History | Closed out | 0 | 0 | — | 1.76% | — | -1,200,647 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Velan Capital Investment Management LP | History | Closed out | 0 | 0 | — | 3.45% | — | -917,668 | -100.0% | Q2 2025 | Aug 14, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -856,994 | -100.0% | Q2 2025 | Aug 26, 2025 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.34% | — | -659,711 | -100.0% | Q2 2025 | Aug 14, 2025 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -503,707 | -100.0% | Q2 2025 | Nov 21, 2025 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.01% | — | -121,500 | -100.0% | Q2 2025 | Aug 14, 2025 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -67,900 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Pale Fire Capital SE | History | Closed out | 0 | 0 | — | 0.02% | — | -57,128 | -100.0% | Q2 2025 | Aug 13, 2025 |
| Persistent Asset Partners Ltd | History | Closed out | 0 | 0 | — | 0.14% | — | -50,107 | -100.0% | Q2 2025 | Aug 11, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,071 | -100.0% | Q2 2025 | Aug 06, 2025 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -43,746 | -100.0% | Q2 2025 | Aug 15, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -40,667 | -100.0% | Q2 2025 | Aug 14, 2025 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -38,662 | -100.0% | Q2 2025 | Aug 14, 2025 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -36,569 | -100.0% | Q2 2025 | Aug 13, 2025 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,670 | -100.0% | Q2 2025 | Aug 07, 2025 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,568 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,498 | -100.0% | Q2 2025 | Jul 29, 2025 |
| PERKINS CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,500 | -100.0% | Q2 2025 | Aug 07, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -12,923 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,284 | -100.0% | Q2 2025 | Aug 13, 2025 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,954 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Moss Adams Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,016 | -100.0% | Q2 2025 | Jul 17, 2025 |
| SIGNATUREFD, LLC | History | New | 120 | 0 | — | — | — | +120 | New | Q3 2025 | Oct 21, 2025 |
| Sterling Capital Management LLC | History | Added to | 96 | 0 | — | — | — | +4 | 4.35% | Q3 2025 | Nov 12, 2025 |
| EverSource Wealth Advisors, LLC | History | Added to | 63 | 0 | — | — | — | +4 | 6.78% | Q3 2025 | Nov 10, 2025 |
| True Wealth Design, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 21, 2025 |