SOUTHERN FIRST BANCSHARES INC - SFST
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 21 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FJ Capital Management LLC | History | No change | 807,223 | 41,588 | 4.59% | 3.8% | 1 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 721,834 | 37,188 | 0.0% | 0.0% | 2 | -5,384 | -0.74% | Q4 2025 | Feb 12, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | No change | 586,014 | 30,191 | 8.4% | 7.82% | 3 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VANGUARD GROUP INC | History | Added to | 437,014 | 22,514 | 0.0% | 0.0% | 4 | +5,200 | 1.2% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 377,711 | 19,459 | 0.0% | 0.0% | 5 | +2,329 | 0.62% | Q4 2025 | Feb 12, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 278,862 | 14,367 | 0.01% | 0.02% | 6 | -527,469 | -65.42% | Q4 2025 | Feb 19, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 267,743 | 13,794 | 0.0% | 0.0% | 7 | -3,928 | -1.45% | Q4 2025 | Feb 17, 2026 |
| Rhino Investment Partners, Inc | History | No change | 210,121 | 10,825 | 3.07% | 2.92% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 178,714 | 9,209 | 0.0% | 0.0% | 9 | -894 | -0.5% | Q4 2025 | Feb 09, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 171,655 | 8,843 | 1.75% | 1.59% | 10 | -34,219 | -16.62% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 164,986 | 8,500 | 0.0% | 0.0% | 11 | +4,302 | 2.68% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 157,376 | 8,108 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 127,907 | 6,589 | 0.01% | 0.01% | 13 | +10,900 | 9.32% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 125,569 | 6,469 | 0.0% | 0.0% | 14 | +19,360 | 18.23% | Q4 2025 | Feb 13, 2026 |
| Fourthstone LLC | History | Reduced | 123,240 | 6,349 | 1.19% | 1.26% | 15 | -35,514 | -22.37% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 88,783 | 4,573 | 0.01% | 0.01% | 16 | +8,136 | 10.09% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 77,980 | 4,017 | 0.0% | 0.0% | 17 | +7,882 | 11.24% | Q4 2025 | Mar 25, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 66,773 | 3,440 | 0.0% | 0.0% | 18 | -5,442 | -7.54% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 60,578 | 3,120 | 0.02% | — | 19 | +60,578 | New | Q4 2025 | Feb 05, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 56,985 | 2,935 | 0.02% | — | 20 | +56,985 | New | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 54,352 | 2,800 | 0.06% | 0.05% | 21 | +2,358 | 4.54% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 54,052 | 2,784 | 0.0% | 0.0% | 22 | +4,744 | 9.62% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 53,353 | 2,748 | 0.0% | 0.0% | 23 | -6,407 | -10.72% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 50,451 | 2,599 | 0.0% | 0.0% | 24 | +34,466 | 215.61% | Q4 2025 | Feb 13, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 42,397 | 2,184 | 0.17% | 0.13% | 25 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 35,739 | 1,841 | 0.0% | 0.0% | 26 | +24,287 | 212.08% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 33,462 | 1,723 | 0.0% | 0.0% | 27 | +16,334 | 95.36% | Q4 2025 | Feb 13, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 30,458 | 1,569 | 0.21% | 0.19% | 28 | -665 | -2.14% | Q4 2025 | Jan 16, 2026 |
| BARCLAYS PLC | History | Added to | 29,800 | 1,535 | 0.0% | 0.0% | 29 | +1,151 | 4.02% | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 29,400 | 1,514 | 0.01% | 0.01% | 30 | +3,900 | 15.29% | Q4 2025 | Feb 05, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Added to | 28,644 | 1,475 | 0.26% | 0.17% | 31 | +3,144 | 12.33% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 28,229 | 1,454 | 0.0% | 0.0% | 32 | -1,349 | -4.56% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 23,832 | 1,227 | 0.0% | 0.0% | 33 | +14,394 | 152.51% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 23,679 | 1,219 | 0.0% | 0.0% | 34 | +13,315 | 128.47% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 23,034 | 1,186 | 0.0% | 0.0% | 35 | +2,719 | 13.38% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 22,344 | 1,151 | 0.0% | 0.0% | 36 | -230 | -1.02% | Q4 2025 | Feb 13, 2026 |
| Informed Momentum Co LLC | History | New | 21,475 | 1,106 | 0.12% | — | 37 | +21,475 | New | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 20,854 | 1,074 | 0.0% | 0.0% | 38 | -1,864 | -8.2% | Q4 2025 | Feb 10, 2026 |
| Trexquant Investment LP | History | Added to | 20,784 | 1,070 | 0.01% | 0.0% | 39 | +12,218 | 142.63% | Q4 2025 | Feb 17, 2026 |
| Teton Advisors, LLC | History | Reduced | 17,500 | 901 | 0.63% | 0.49% | 40 | -500 | -2.78% | Q4 2025 | Feb 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 20,341 | 893 | 0.0% | 0.0% | 41 | +5,235 | 34.66% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 16,962 | 873 | 0.0% | 0.0% | 42 | +1,396 | 8.97% | Q4 2025 | Feb 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 16,321 | 840 | 0.09% | 0.08% | 43 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Squarepoint Ops LLC | History | Added to | 16,131 | 831 | 0.0% | 0.0% | 44 | +4,281 | 36.13% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 15,361 | 791 | 0.0% | 0.0% | 45 | +3,461 | 29.08% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 15,201 | 783 | 0.0% | 0.0% | 46 | +3,131 | 25.94% | Q4 2025 | Jan 29, 2026 |
| Nuveen, LLC | History | No change | 14,635 | 753 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | New | 14,033 | 722 | 0.0% | — | 48 | +14,033 | New | Q4 2025 | Feb 13, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 12,950 | 667 | 0.0% | 0.0% | 49 | -1,568 | -10.8% | Q4 2025 | Jan 09, 2026 |
| De Lisle Partners LLP | History | No change | 12,591 | 649 | 0.08% | 0.07% | 50 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Azora Capital LP | History | New | 12,526 | 645 | 0.04% | — | 51 | +12,526 | New | Q4 2025 | Feb 17, 2026 |
| GODSEY & GIBB, INC | History | No change | 11,660 | 600 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 11,186 | 576 | 0.0% | 0.0% | 53 | -3,744 | -25.08% | Q4 2025 | Feb 18, 2026 |
| Invesco Ltd. | History | Reduced | 11,057 | 569 | 0.0% | 0.0% | 54 | -2,736 | -19.84% | Q4 2025 | Feb 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 11,025 | 567 | 0.0% | 0.0% | 55 | +1,858 | 20.27% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Reduced | 10,700 | 551 | 0.0% | 0.0% | 56 | -2,100 | -16.41% | Q4 2025 | Feb 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,216 | 526 | 0.0% | 0.0% | 57 | +2,023 | 24.69% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 10,141 | 522 | 0.0% | 0.0% | 58 | -1,628 | -13.83% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,075 | 519 | 0.0% | 0.0% | 59 | +5,111 | 102.96% | Q4 2025 | Feb 17, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 9,294 | 517 | 0.03% | 0.03% | 60 | -750 | -7.47% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 9,163 | 472 | 0.0% | — | 61 | +9,163 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 8,235 | 424 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 8,038 | 419 | 0.04% | 0.04% | 63 | -1,296 | -13.88% | Q4 2025 | Jan 12, 2026 |
| Wagner Wealth Management, LLC | History | No change | 7,764 | 400 | 0.09% | 0.08% | 64 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 7,675 | 395 | 0.11% | 0.1% | 65 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 7,100 | 366 | 0.04% | 0.03% | 66 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 6,556 | 337 | 0.0% | 0.0% | 67 | +580 | 9.71% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 6,043 | 311 | 0.0% | 0.0% | 68 | -8,180 | -57.51% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,899 | 310 | 0.0% | 0.0% | 69 | -10,855 | -64.79% | Q4 2025 | Jan 08, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 6,004 | 309 | 0.0% | 0.0% | 70 | -78 | -1.28% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,876 | 302 | 0.0% | 0.0% | 71 | -1,884 | -24.28% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 5,662 | 291 | 0.0% | 0.0% | 72 | -8,854 | -60.99% | Q4 2025 | Feb 17, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 5,582 | 287 | 0.09% | 0.09% | 73 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| ELCO Management Co., LLC | History | No change | 5,582 | 287 | 0.18% | 0.13% | 74 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 5,297 | 272 | 0.0% | 0.0% | 75 | +3,112 | 142.43% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 4,990 | 257 | 0.0% | 0.0% | 76 | -1,626 | -24.58% | Q4 2025 | Feb 11, 2026 |
| Colonial Trust Advisors | History | Reduced | 4,786 | 246 | 0.02% | 0.02% | 77 | -62 | -1.28% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 4,693 | 242 | 0.0% | — | 78 | +4,693 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,446 | 229 | 0.0% | 0.0% | 79 | -2 | -0.04% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 4,349 | 224 | 0.0% | 0.0% | 80 | +3,694 | 563.97% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 4,294 | 221 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 4,267 | 219 | 0.01% | — | 82 | +4,267 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,586 | 184 | 0.0% | 0.0% | 83 | +61 | 1.73% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 3,028 | 156 | 0.0% | 0.0% | 84 | -77 | -2.48% | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 2,900 | 149 | 0.0% | — | 85 | +2,900 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,763 | 142 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | New | 2,223 | 115 | 0.0% | — | 87 | +2,223 | New | Q4 2025 | Jan 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,232 | 114 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,938 | 99 | 0.0% | 0.0% | 89 | +34 | 1.79% | Q4 2025 | Jan 20, 2026 |
| CWM, LLC | History | Added to | 1,895 | 98 | 0.0% | 0.0% | 90 | +181 | 10.56% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 1,494 | 76 | 0.0% | 0.0% | 91 | +47 | 3.25% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Co / SC | History | No change | 1,205 | 62 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,103 | 56 | 0.01% | — | 93 | +1,103 | New | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 666 | 34 | 0.0% | 0.0% | 94 | +191 | 40.21% | Q4 2025 | Feb 06, 2026 |
| Legal & General Group Plc | History | Reduced | 658 | 33 | 0.0% | 0.0% | 95 | -68 | -9.37% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 621 | 31 | 0.0% | 0.0% | 97 | +326 | 110.51% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 613 | 31 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | Added to | 600 | 30 | 0.0% | 0.0% | 98 | +162 | 36.99% | Q4 2025 | Jan 16, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 479 | 24 | 0.0% | 0.0% | 99 | -81 | -14.46% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 446 | 22 | 0.0% | 0.0% | 100 | -91 | -16.95% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 397 | 20 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | New | 337 | 17 | 0.0% | — | 102 | +337 | New | Q4 2025 | Jan 23, 2026 |
| AMALGAMATED BANK | History | Reduced | 244 | 13 | 0.0% | 0.0% | 103 | -15 | -5.79% | Q4 2025 | Feb 05, 2026 |
| Versant Capital Management, Inc | History | No change | 262 | 13 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ORG Partners LLC | History | No change | 268 | 13 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 218 | 11 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| GAMMA Investing LLC | History | Added to | 195 | 10 | 0.0% | 0.0% | 107 | +58 | 42.34% | Q4 2025 | Jan 05, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 170 | 8 | 0.0% | 0.01% | 108 | -7,000 | -97.63% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 100 | 5 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 92 | 4 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 68 | 3 | 0.0% | — | 111 | +68 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 63 | 3 | 0.0% | 0.0% | 114 | +1 | 1.61% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | No change | 67 | 3 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Optiver Holding B.V. | History | No change | 72 | 3 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 54 | 2 | 0.0% | — | 115 | +54 | New | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | Reduced | 34 | 1 | 0.0% | 0.0% | 117 | -883 | -96.29% | Q4 2025 | Feb 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 23 | 1 | 0.0% | — | 116 | +23 | New | Q4 2025 | Feb 12, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,601 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,498 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -864 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Torren Management, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 30, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1 | 0 | — | — | — | -12 | -92.31% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 17 | 0 | — | — | — | +11 | 183.33% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 11 | 0 | — | — | — | -2 | -15.38% | Q4 2025 | Jan 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Avion Wealth | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |