STEVANATO GROUP S P A - T9224W109
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Conestoga Capital Advisors, LLC | History | Reduced | 5,596,515 | 117,414 | 3.55% | 2.75% | 1 | -1,411,098 | -20.14% | Q3 2026 | Nov 02, 2026 |
| Neuberger Berman Group LLC | History | No change | 5,622,269 | 101,594 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 3,252,899 | 68,245 | 1.12% | 0.92% | 3 | -221,742 | -6.38% | Q3 2026 | Nov 03, 2026 |
| Van Berkom & Associates Inc. | History | Reduced | 2,858,323 | 59,968 | 2.14% | 1.73% | 4 | -110,897 | -3.73% | Q3 2026 | Nov 04, 2026 |
| Artisan Partners Limited Partnership | History | No change | 2,601,598 | 47,010 | 0.07% | 0.07% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAMCO INC /NY/ | History | No change | 2,494,871 | 45,082 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,305,306 | 23,586 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREDIT AGRICOLE S A | History | No change | 1,297,755 | 23,450 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 1,251,844 | 22,620 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ranger Investment Management, L.P. | History | Reduced | 948,353 | 19,896 | 1.87% | 1.36% | 10 | -238,022 | -20.06% | Q3 2026 | Nov 06, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 820,053 | 17,204 | 0.0% | 0.0% | 11 | -14,167 | -1.7% | Q3 2026 | Nov 06, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 916,356 | 16,558 | 0.13% | 0.13% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NICHOLAS COMPANY, INC. | History | No change | 743,799 | 15,604 | 0.29% | 0.25% | 13 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 791,838 | 14,308 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | Added to | 661,136 | 13,870 | 0.48% | 0.34% | 15 | +86,385 | 15.03% | Q3 2026 | Oct 26, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 625,914 | 13,131 | 0.39% | 0.3% | 16 | +25,400 | 4.23% | Q3 2026 | Nov 05, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 607,332 | 12,741 | 0.13% | 0.11% | 17 | -4,486 | -0.73% | Q3 2026 | Oct 23, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 695,649 | 12,570 | 0.52% | 0.52% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | New | 582,070 | 12,211 | 0.27% | — | 19 | +582,070 | New | Q3 2026 | Oct 08, 2026 |
| First Eagle Investment Management, LLC | History | No change | 611,286 | 11,045 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COOPER INVESTORS PTY LTD | History | Reduced | 517,487 | 10,856 | 5.7% | 5.55% | 21 | -151,007 | -22.59% | Q3 2026 | Oct 13, 2026 |
| SANDS CAPITAL MANAGEMENT, LLC | History | No change | 524,481 | 9,477 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 493,945 | 8,925 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 434,104 | 7,844 | 0.25% | 0.25% | 24 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Roubaix Capital, LLC | History | No change | 396,822 | 7,170 | 2.57% | 2.57% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 374,952 | 6,775 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 369,225 | 6,671 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Riverwater Partners LLC | History | Added to | 317,816 | 6,667 | 1.85% | 1.33% | 28 | +70,362 | 28.43% | Q3 2026 | Nov 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 365,133 | 6,597 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 356,658 | 6,444 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 304,303 | 6,384 | 0.11% | 0.09% | 31 | -31,190 | -9.3% | Q3 2026 | Oct 01, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 274,637 | 5,761 | 0.01% | 0.0% | 32 | +6,542 | 2.44% | Q3 2026 | Nov 06, 2026 |
| Rhenman & Partners Asset Management AB | History | No change | 305,972 | 5,528 | 0.52% | 0.52% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 240,145 | 4,339 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELWOOD CAPITAL PARTNERS LP | History | No change | 215,826 | 3,899 | 1.92% | 1.92% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 210,799 | 3,809 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Capital Management, LLC | History | No change | 206,541 | 3,732 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 202,596 | 3,660 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 193,311 | 3,493 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 181,942 | 3,287 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 170,140 | 3,074 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 145,000 | 3,042 | 0.06% | 0.06% | 42 | -20,000 | -12.12% | Q3 2026 | Nov 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 155,586 | 2,811 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Montanaro Asset Management Ltd | History | No change | 140,459 | 2,538 | 0.8% | 0.8% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 134,831 | 2,436 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | No change | 128,093 | 2,314 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Added to | 91,229 | 1,913 | 0.05% | 0.03% | 47 | +30,747 | 50.84% | Q3 2026 | Oct 22, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 93,364 | 1,687 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 90,115 | 1,635 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| HRT FINANCIAL LP | History | No change | 87,341 | 1,578 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Massar Capital Management, LP | History | No change | 71,656 | 1,294 | 0.13% | 0.13% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 68,363 | 1,235 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 67,760 | 1,224 | 0.13% | 0.13% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | No change | 67,455 | 1,218 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vancity Investment Management Ltd | History | No change | 65,750 | 1,188 | 0.18% | 0.18% | 55 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 65,249 | 1,179 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Longaeva Partners L.P. | History | No change | 62,231 | 1,124 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PineStone Asset Management Inc. | History | Added to | 41,335 | 867 | 0.01% | 0.0% | 58 | +3,200 | 8.39% | Q3 2026 | Oct 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 40,645 | 853 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 46,495 | 840 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 38,117 | 689 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 35,727 | 645 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 30,504 | 639 | 0.0% | 0.0% | 63 | -511 | -1.65% | Q3 2026 | Oct 30, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 30,250 | 634 | 0.06% | 0.05% | 64 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 31,219 | 564 | 0.45% | 0.45% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CenterBook Partners LP | History | Reduced | 26,874 | 563 | 0.03% | 0.08% | 66 | -60,425 | -69.22% | Q3 2026 | Nov 02, 2026 |
| Handelsbanken Fonder AB | History | No change | 30,600 | 553 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ALLIANZ SE | History | No change | 26,050 | 470 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jain Global LLC | History | No change | 25,800 | 466 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 24,903 | 449 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 24,000 | 433 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 22,262 | 402 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jump Financial, LLC | History | No change | 21,400 | 386 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 18,393 | 385 | 0.02% | 0.03% | 74 | -8,051 | -30.45% | Q3 2026 | Nov 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 20,796 | 375 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 17,661 | 370 | 0.0% | 0.0% | 76 | +1,720 | 10.79% | Q3 2026 | Nov 05, 2026 |
| First Bank & Trust | History | Reduced | 17,430 | 365 | 0.05% | 0.05% | 77 | -987 | -5.36% | Q3 2026 | Oct 16, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 18,572 | 357 | 0.01% | 0.01% | 78 | -118 | -0.63% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 18,572 | 357 | 0.01% | 0.01% | 79 | -118 | -0.63% | Q3 2026 | Oct 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 18,270 | 330 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 14,730 | 309 | 0.0% | 0.0% | 81 | +3,194 | 27.69% | Q3 2026 | Nov 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 13,549 | 284 | 0.0% | 0.0% | 82 | -1,324 | -8.9% | Q3 2026 | Nov 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 14,599 | 263 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 13,849 | 251 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Added to | 11,946 | 250 | 0.0% | 0.0% | 85 | +199 | 1.69% | Q3 2026 | Oct 15, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 13,606 | 245 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 13,325 | 240 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quantbot Technologies LP | History | No change | 12,733 | 230 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 10,000 | 209 | 0.01% | — | 89 | +10,000 | New | Q3 2026 | Oct 22, 2026 |
| Hilltop National Bank | History | Added to | 8,670 | 181 | 0.04% | 0.03% | 90 | +814 | 10.36% | Q3 2026 | Oct 14, 2026 |
| BARCLAYS PLC | History | Reduced | 4,360 | 91 | 0.0% | 0.0% | 91 | -3,032 | -41.02% | Q3 2026 | Nov 06, 2026 |
| Parallel Advisors, LLC | History | No change | 4,084 | 85 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FNY Investment Advisers, LLC | History | No change | 4,000 | 83 | 0.02% | 0.03% | 93 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| US BANCORP \DE\ | History | Added to | 3,853 | 80 | 0.0% | 0.0% | 94 | +3,142 | 441.91% | Q3 2026 | Nov 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,809 | 79 | 0.01% | 0.01% | 95 | +383 | 11.18% | Q3 2026 | Oct 27, 2026 |
| State of Wyoming | History | New | 3,557 | 74 | 0.01% | — | 96 | +3,557 | New | Q3 2026 | Oct 28, 2026 |
| GW&K Investment Management, LLC | History | No change | 2,788 | 50 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,085 | 43 | 0.0% | 0.0% | 98 | -412 | -16.5% | Q3 2026 | Oct 08, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,830 | 38 | 0.0% | 0.0% | 99 | -629 | -25.58% | Q3 2026 | Nov 05, 2026 |
| FIRST HORIZON CORP | History | Reduced | 1,519 | 31 | 0.0% | 0.0% | 100 | -42 | -2.69% | Q3 2026 | Oct 26, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 1,064 | 22 | 0.0% | — | 101 | +1,064 | New | Q3 2026 | Oct 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 909 | 19 | 0.0% | 0.0% | 102 | -10,062 | -91.71% | Q3 2026 | Nov 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 808 | 14 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 552 | 11 | 0.0% | 0.0% | 104 | -482 | -46.62% | Q3 2026 | Oct 08, 2026 |
| HighMark Wealth Management LLC | History | No change | 552 | 9 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Added to | 374 | 7 | 0.0% | 0.0% | 106 | +81 | 27.65% | Q3 2026 | Nov 05, 2026 |
| GK Wealth Management LLC | History | New | 271 | 5 | 0.0% | — | 108 | +271 | New | Q3 2026 | Oct 09, 2026 |
| JPMORGAN CHASE & CO | History | No change | 332 | 5 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 205 | 4 | 0.0% | 0.0% | 109 | +9 | 4.59% | Q3 2026 | Nov 05, 2026 |
| Root Financial Partners, LLC | History | New | 151 | 3 | 0.0% | — | 113 | +151 | New | Q3 2026 | Oct 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 209 | 3 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 176 | 3 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 206 | 3 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 122 | 2 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 161 | 2 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 111 | 2 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 75 | 1 | 0.0% | 0.0% | 118 | -422 | -84.91% | Q3 2026 | Oct 27, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 73 | 1 | 0.0% | — | 119 | +73 | New | Q3 2026 | Nov 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 70 | 1 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,068 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Hardy Reed LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,660 | -100.0% | Q3 2026 | Nov 06, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,164 | -100.0% | Q3 2026 | Nov 05, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -663 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -46 | -100.0% | Q3 2026 | Oct 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cheviot Value Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthCollab, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Financial Management LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |