SOUTH PLAINS FINANCIAL, INC. - SPFI

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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 Added to 1,430,745 61,643 0.0% 0.0% 1 +278,617 24.18% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Added to 642,137 27,666 0.0% 0.0% 2 +83,619 14.97% Q2 2026 Aug 13, 2026
STATE STREET CORP History Added to 529,620 22,818 0.0% 0.0% 3 +140,094 35.97% Q2 2026 Sep 22, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 497,482 21,418 0.03% 0.03% 4 +6,040 1.23% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 464,902 20,030 0.01% 0.01% 5 +55,054 13.43% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 434,785 18,732 0.0% 0.0% 6 -562 -0.13% Q2 2026 Aug 11, 2026
JPMORGAN CHASE & CO History Added to 400,667 17,425 0.0% 0.0% 7 +23,569 6.25% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 397,740 17,139 0.0% 0.0% 8 +104,786 35.77% Q2 2026 Aug 12, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History Added to 311,615 13,425 0.53% 0.15% 9 +235,527 309.55% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 172,097 7,414 0.13% 0.14% 10 +6,652 4.02% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History Added to 143,247 6,171 0.0% 0.0% 11 +29,113 25.51% Q2 2026 Aug 13, 2026
Boston Partners History Added to 126,401 5,445 0.0% 0.0% 12 +20,676 19.56% Q2 2026 Aug 04, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 126,306 5,441 0.0% 0.0% 13 +33,269 35.76% Q2 2026 Aug 13, 2026
Polaris Capital Management, LLC History Added to 126,000 5,428 0.51% 0.39% 14 +12,600 11.11% Q2 2026 Jul 27, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 120,253 5,181 0.02% 0.01% 15 +42,987 55.64% Q2 2026 Aug 06, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 116,864 5,035 0.0% 0.0% 16 +17,779 17.94% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History Added to 108,347 4,668 0.0% 0.0% 17 +9,669 9.8% Q2 2026 Aug 06, 2026
DEPRINCE RACE & ZOLLO INC History Reduced 101,063 4,354 0.07% 0.08% 18 -2,463 -2.38% Q2 2026 Aug 20, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 99,122 4,270 0.0% 0.01% 19 -74,263 -42.83% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 95,130 4,098 0.0% 0.0% 20 +13,299 16.25% Q2 2026 Aug 13, 2026
GABELLI FUNDS LLC History Reduced 92,395 3,980 0.03% 0.03% 21 -23,370 -20.19% Q2 2026 Aug 12, 2026
Empowered Funds, LLC History Added to 92,397 3,980 0.02% 0.02% 22 +6,652 7.76% Q2 2026 Aug 14, 2026
Callahan Advisors, LLC History New 90,944 3,918 0.3% — 23 +90,944 New Q2 2026 Aug 03, 2026
Rosenthal | Henry Capital Advisors, Inc. History No change 81,373 3,505 3.07% 3.34% 24 0 0.0% Q2 2026 Jul 28, 2026
Corient Private Wealth LP History New 77,666 3,346 0.0% — 25 +77,666 New Q2 2026 Aug 27, 2026
MORGAN STANLEY History Reduced 64,273 2,769 0.0% 0.0% 26 -769 -1.18% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History Added to 63,943 2,754 0.0% 0.0% 27 +8,884 16.14% Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History Added to 62,028 2,672 0.0% 0.0% 28 +21,625 53.52% Q2 2026 Aug 13, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 61,832 2,664 0.06% 0.05% 29 +17,843 40.56% Q2 2026 Aug 13, 2026
Venturi Wealth Management, LLC History Reduced 59,374 2,558 0.1% 0.12% 30 -4,242 -6.67% Q2 2026 Jul 20, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History New 55,944 2,410 0.04% — 31 +55,944 New Q2 2026 Jul 10, 2026
GOLDMAN SACHS GROUP INC History Reduced 55,097 2,373 0.0% 0.0% 32 -53,505 -49.27% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History Added to 54,406 2,344 0.0% 0.0% 33 +9,800 21.97% Q2 2026 Aug 11, 2026
MACKENZIE FINANCIAL CORP History Added to 53,855 2,320 0.0% 0.0% 34 +48,568 918.63% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 45,721 1,969 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History Added to 43,254 1,863 0.0% 0.0% 36 +11,710 37.12% Q2 2026 Aug 04, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 42,786 1,843 0.0% 0.0% 37 -16,274 -27.56% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Added to 42,419 1,827 0.0% 0.0% 38 +31,204 278.23% Q2 2026 Sep 02, 2026
Numerai GP LLC History Added to 38,848 1,673 0.14% 0.1% 39 +15,806 68.6% Q2 2026 Aug 14, 2026
Legacy Wealth Management, LLC / MS History New 38,500 1,658 0.43% — 40 +38,500 New Q2 2026 Jul 08, 2026
Y-Intercept (Hong Kong) Ltd History Added to 36,328 1,565 0.03% 0.03% 41 +1,689 4.88% Q2 2026 Jul 13, 2026
BARCLAYS PLC History Added to 35,646 1,535 0.0% 0.0% 42 +2,196 6.57% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 35,475 1,528 0.01% 0.01% 43 -14,172 -28.55% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History Reduced 31,901 1,374 0.0% 0.0% 44 -26,390 -45.27% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 26,619 1,146 0.0% 0.0% 45 +692 2.67% Q2 2026 Aug 14, 2026
SALZHAUER MICHAEL History Added to 26,431 1,138 0.39% 0.44% 46 +3,885 17.23% Q2 2026 Jul 20, 2026
UBS Group AG History Added to 26,411 1,137 0.0% 0.0% 47 +6,086 29.94% Q2 2026 Aug 13, 2026
Swiss National Bank History Added to 26,233 1,130 0.0% 0.0% 48 +600 2.34% Q2 2026 Aug 11, 2026
ALLIANCEBERNSTEIN L.P. History Added to 26,420 1,106 0.0% 0.0% 49 +14,790 127.17% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 25,498 1,098 0.0% 0.0% 50 +3,990 18.55% Q2 2026 Aug 14, 2026
Creative Planning History Added to 24,956 1,075 0.0% 0.0% 51 +591 2.43% Q2 2026 Aug 13, 2026
Nuveen, LLC History Added to 23,959 1,032 0.0% 0.0% 52 +5,073 26.86% Q2 2026 Aug 11, 2026
GLOBEFLEX CAPITAL L P History No change 23,588 1,016 0.13% 0.15% 53 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 22,864 985 0.0% 0.0% 54 +5,904 34.81% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History New 22,300 960 0.0% — 55 +22,300 New Q2 2026 Aug 07, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 21,357 920 0.0% 0.01% 56 -55,043 -72.05% Q2 2026 Aug 13, 2026
SummerHaven Investment Management, LLC History No change 20,148 868 0.47% 0.52% 57 0 0.0% Q2 2026 Jul 21, 2026
Invesco Ltd. History Added to 19,330 832 0.0% 0.0% 58 +633 3.39% Q2 2026 Aug 14, 2026
Icon Wealth Advisors, LLC History No change 19,250 829 0.05% 0.05% 59 0 0.0% Q2 2026 Aug 05, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 18,637 802 0.0% 0.0% 60 +6 0.03% Q2 2026 Aug 12, 2026
RHUMBLINE ADVISERS History Added to 17,786 766 0.0% 0.0% 61 +995 5.93% Q2 2026 Aug 11, 2026
Inscription Capital, LLC History New 17,258 743 0.07% — 63 +17,258 New Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 17,257 743 0.0% 0.0% 62 -543 -3.05% Q2 2026 Aug 13, 2026
STRS OHIO History Added to 16,800 723 0.0% 0.0% 64 +3,000 21.74% Q2 2026 Jul 30, 2026
CITIGROUP INC History Added to 16,609 715 0.0% 0.0% 65 +7,442 81.18% Q2 2026 Aug 03, 2026
Quantbot Technologies LP History New 16,010 689 0.03% — 66 +16,010 New Q2 2026 Aug 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History New 15,840 682 0.0% — 67 +15,840 New Q2 2026 Aug 12, 2026
D. E. Shaw & Co., Inc. History Reduced 15,736 677 0.0% 0.0% 68 -1,317 -7.72% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History Added to 15,327 660 0.0% 0.0% 69 +7,626 99.03% Q2 2026 Aug 07, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 15,251 657 0.01% 0.01% 70 -3,685 -19.46% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 14,417 621 0.0% 0.0% 71 +6,962 93.39% Q2 2026 Aug 14, 2026
Voleon Capital Management LP History Added to 14,362 618 0.01% 0.01% 72 +3,331 30.2% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History Added to 13,152 566 0.0% 0.0% 73 +8,479 181.45% Q2 2026 Aug 14, 2026
Tidal Investments LLC History New 13,035 561 0.0% — 74 +13,035 New Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 12,898 556 0.0% 0.0% 75 +4,081 46.29% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 12,816 552 0.0% — 76 +12,816 New Q2 2026 Aug 13, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 12,360 532 0.01% 0.02% 78 +2,783 29.06% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 12,364 532 0.0% 0.0% 77 -383 -3.0% Q2 2026 Aug 24, 2026
Arista Wealth Management, LLC History No change 12,172 524 0.06% 0.06% 79 0 0.0% Q2 2026 Jul 08, 2026
FRANKLIN RESOURCES INC History Added to 11,798 508 0.0% 0.0% 80 +4,011 51.51% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History New 11,168 481 0.0% — 81 +11,168 New Q2 2026 Aug 05, 2026
WHITTIER TRUST CO OF NEVADA INC History New 11,049 471 0.01% — 82 +11,049 New Q2 2026 Jul 27, 2026
XTX Topco Ltd History Added to 10,369 446 0.01% 0.01% 83 +1,696 19.55% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History New 9,892 426 0.0% — 85 +9,892 New Q2 2026 Aug 05, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 9,900 426 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History New 9,767 420 0.0% — 86 +9,767 New Q2 2026 Aug 14, 2026
PRIMORIS WEALTH ADVISORS, LLC History New 9,625 414 0.19% — 88 +9,625 New Q2 2026 Jul 29, 2026
Texas Capital Bank Wealth Management Services Inc History New 9,624 414 0.02% — 87 +9,624 New Q2 2026 Aug 07, 2026
Rafferty Asset Management, LLC History Added to 9,428 406 0.0% 0.0% 89 +1,620 20.75% Q2 2026 Aug 14, 2026
Legal & General Group Plc History Added to 9,258 398 0.0% 0.0% 90 +510 5.83% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History Added to 9,195 396 0.0% 0.0% 91 +1,736 23.27% Q2 2026 Aug 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 8,994 387 0.0% 0.0% 92 +68 0.76% Q2 2026 Aug 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 8,800 382 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History Reduced 8,411 362 0.0% 0.0% 94 -3,175 -27.4% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 7,761 334 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
ALLSTATE CORP History New 7,751 333 0.0% — 96 +7,751 New Q2 2026 Aug 13, 2026
Quadrature Capital Ltd History New 7,635 328 0.0% — 97 +7,635 New Q2 2026 Aug 06, 2026
Magnetar Financial LLC History New 7,554 325 0.0% — 98 +7,554 New Q2 2026 Aug 14, 2026
WESTWOOD HOLDINGS GROUP INC History No change 7,507 323 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 7,231 311 0.0% 0.0% 100 +1,431 24.67% Q2 2026 Aug 14, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 7,216 310 0.03% — 101 +7,216 New Q2 2026 Jul 31, 2026
LPL Financial LLC History Reduced 6,989 301 0.0% 0.0% 102 -722 -9.36% Q2 2026 Aug 07, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 6,775 291 0.0% 0.0% 103 +2,400 54.86% Q2 2026 Jul 29, 2026
ExodusPoint Capital Management, LP History New 5,958 256 0.0% — 104 +5,958 New Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 5,887 253 0.0% 0.0% 105 0 0.0% Q2 2026 Jul 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 5,552 239 0.0% — 106 +5,552 New Q2 2026 Aug 19, 2026
AMERIPRISE FINANCIAL INC History No change 5,298 228 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 5,043 217 0.0% 0.0% 108 -19,997 -79.86% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History Added to 5,010 216 0.0% 0.0% 109 +722 16.84% Q2 2026 Aug 07, 2026
PRINCETON CAPITAL MANAGEMENT LLC History New 5,000 215 0.05% — 110 +5,000 New Q2 2026 Aug 11, 2026
Jupiter Topco LLC History New 4,800 206 0.0% — 111 +4,800 New Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History New 4,731 203 0.0% — 112 +4,731 New Q2 2026 Jul 17, 2026
JANUS HENDERSON GROUP PLC History No change 4,800 201 0.0% 0.0% 113 0 0.0% Q1 2026 May 18, 2026
Police & Firemen's Retirement System of New Jersey History Added to 4,633 199 0.0% 0.0% 114 +1,063 29.78% Q2 2026 Jul 23, 2026
Aquatic Capital Management LLC History New 4,577 197 0.01% — 115 +4,577 New Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 4,516 194 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 4,122 177 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 11, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 4,024 173 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 17, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 3,328 143 0.08% 0.08% 119 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History No change 3,048 131 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
CWM, LLC History No change 3,052 127 0.0% 0.0% 121 0 0.0% Q1 2026 May 14, 2026
KLP KAPITALFORVALTNING AS History No change 2,900 124 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History Added to 2,659 114 0.0% 0.0% 123 +2,102 377.38% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,400 103 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 12, 2026
Amova Asset Management Americas, Inc. History New 1,747 75 0.0% — 125 +1,747 New Q2 2026 Aug 13, 2026
State of Alaska, Department of Revenue History No change 1,571 67 0.0% 0.0% 126 0 0.0% Q2 2026 Jul 20, 2026
Mirae Asset Global Investments Co., Ltd. History No change 1,486 64 0.0% 0.0% 127 0 0.0% Q2 2026 Jul 22, 2026
Ameritas Investment Partners, Inc. History Added to 1,425 61 0.0% 0.0% 128 +413 40.81% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 931 40 0.0% — 129 +909 4131.82% Q2 2026 Aug 10, 2026
Tower Research Capital LLC (TRC) History Added to 869 37 0.0% 0.0% 130 +355 69.07% Q2 2026 Aug 11, 2026
Arax Advisory Partners History Added to 688 29 0.0% — 131 +681 9728.57% Q2 2026 Aug 10, 2026
CANADA LIFE ASSURANCE Co History No change 572 25 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History Added to 523 22 0.0% 0.0% 133 +126 31.74% Q2 2026 Jul 02, 2026
ROYAL BANK OF CANADA History Reduced 476 21 0.0% 0.0% 134 -166 -25.86% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History No change 424 18 0.0% 0.0% 135 0 0.0% Q2 2026 Jul 02, 2026
Sterling Capital Management LLC History Reduced 316 13 0.0% 0.0% 136 -5,881 -94.9% Q2 2026 Jul 28, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 182 7 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History Reduced 158 6 0.0% 0.0% 138 -12 -7.06% Q2 2026 Aug 11, 2026
Optiver Holding B.V. History Added to 124 5 0.0% 0.0% 139 +16 14.81% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History Added to 112 4 0.0% 0.0% 140 +9 8.74% Q2 2026 Jul 20, 2026
GAMMA Investing LLC History No change 95 4 0.0% 0.0% 141 0 0.0% Q2 2026 Jul 07, 2026
Smartleaf Asset Management LLC History No change 113 4 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History Reduced 80 3 0.0% 0.0% 143 -20 -20.0% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History Reduced 83 3 0.0% 0.0% 144 -9 -9.78% Q2 2026 Jul 24, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 49 2 0.0% — 147 +49 New Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History New 48 2 0.0% — 146 +48 New Q2 2026 Aug 06, 2026
Essential Partners LLC History Reduced 56 2 0.0% 0.0% 145 -30 -34.88% Q2 2026 Aug 10, 2026
Farther Finance Advisors, LLC History No change 29 1 0.0% 0.0% 148 0 0.0% Q2 2026 Jul 17, 2026
Trexquant Investment LP History Closed out 0 0 — 0.01% — -19,755 -100.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.0% — -14,385 -100.0% Q2 2026 Aug 13, 2026
ZACKS INVESTMENT MANAGEMENT History Closed out 0 0 — 0.0% — -14,019 -100.0% Q2 2026 Aug 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 — 0.0% — -8,233 -100.0% Q2 2026 Aug 14, 2026
Integrated Quantitative Investments LLC History Closed out 0 0 — 0.06% — -7,899 -100.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 — 0.0% — -7,656 -100.0% Q2 2026 Aug 14, 2026
Polymer Capital Management (US) LLC History Closed out 0 0 — 0.03% — -7,430 -100.0% Q2 2026 Aug 14, 2026
VARCOV Co. History Closed out 0 0 — 0.1% — -6,577 -100.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History Closed out 0 0 — 0.0% — -6,499 -100.0% Q2 2026 Aug 14, 2026
Amundi History Closed out 0 0 — 0.0% — -5,159 -100.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History Closed out 0 0 — 0.0% — -563 -100.0% Q2 2026 Aug 12, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 — 0.0% — -232 -100.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History Closed out 0 0 — 0.0% — -48 -100.0% Q2 2026 Aug 05, 2026
MAI Capital Management History Closed out 0 0 — — — -19 -100.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History Closed out 0 0 — — — -18 -100.0% Q2 2026 Jul 29, 2026
Rockefeller Capital Management L.P. History Reduced 12 0 — 0.0% — -14 -53.85% Q2 2026 Aug 13, 2026
Caitong International Asset Management Co., Ltd History New 2 0 — — — +2 New Q2 2026 Aug 04, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 15 0 — — — -1 -6.25% Q2 2026 Aug 06, 2026
True Wealth Design, LLC History Reduced 6 0 — — — -1 -14.29% Q2 2026 Jul 16, 2026
SIGNATUREFD, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
OSAIC HOLDINGS, INC. History No change 14 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
SJS Investment Consulting Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Keating Financial Advisory Services, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Basecamp Wealth Advisors LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026