Turtle Beach Corp - TBCH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Windward Management LP | History | Added to | 1,857,989 | 18,840 | 14.48% | 14.12% | 1 | +142,191 | 8.29% | Q1 2026 | May 15, 2026 |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | History | No change | 1,513,959 | 15,351 | 2.39% | 2.78% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 1,006,462 | 14,120 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 1,181,097 | 11,976 | 0.0% | 0.0% | 4 | +336,556 | 39.85% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 1,154,304 | 11,704 | 0.0% | 0.0% | 5 | -27,931 | -2.36% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 664,327 | 6,736 | 0.0% | 0.0% | 6 | +67,819 | 11.37% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 650,527 | 6,596 | 0.0% | — | 7 | +650,527 | New | Q1 2026 | May 15, 2026 |
| Shay Capital LLC | History | New | 640,617 | 6,495 | 0.54% | — | 8 | +640,617 | New | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | Added to | 450,094 | 4,563 | 0.03% | 0.02% | 9 | +222,528 | 97.79% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 437,882 | 4,440 | 0.0% | 0.0% | 10 | +90,677 | 26.12% | Q1 2026 | May 07, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 393,600 | 3,991 | 0.01% | 0.0% | 11 | +232,440 | 144.23% | Q1 2026 | May 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 373,115 | 3,784 | 0.0% | 0.0% | 12 | +1,032 | 0.28% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 343,800 | 3,486 | 0.0% | 0.0% | 13 | -2,469 | -0.71% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 302,007 | 3,062 | 0.0% | — | 14 | +302,007 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 266,732 | 2,704 | 0.0% | 0.0% | 15 | +55,679 | 26.38% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 239,384 | 2,427 | 0.0% | 0.0% | 16 | +108,835 | 83.37% | Q1 2026 | May 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 207,144 | 2,100 | 0.13% | 0.15% | 17 | +35,144 | 20.43% | Q1 2026 | Apr 23, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 190,796 | 1,934 | 0.0% | 0.0% | 18 | -139,693 | -42.27% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 178,104 | 1,805 | 0.0% | 0.0% | 19 | -98,297 | -35.56% | Q1 2026 | May 15, 2026 |
| Pullen Investment Management, LLC | History | Added to | 158,866 | 1,610 | 0.81% | 1.06% | 20 | +15,529 | 10.83% | Q1 2026 | Apr 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 156,624 | 1,588 | 0.0% | 0.0% | 21 | -797 | -0.51% | Q1 2026 | May 14, 2026 |
| CDC Financial, Inc. | History | Added to | 153,982 | 1,561 | 0.99% | 0.59% | 22 | +63,462 | 70.11% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 149,488 | 1,515 | 0.0% | 0.02% | 23 | -493,049 | -76.73% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 135,777 | 1,376 | 0.01% | 0.01% | 24 | -16,094 | -10.6% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 127,553 | 1,293 | 0.0% | 0.0% | 25 | +2,600 | 2.08% | Q1 2026 | May 15, 2026 |
| Prentice Capital Management, LP | History | No change | 112,836 | 1,144 | 2.5% | 2.49% | 26 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 91,763 | 930 | 0.0% | — | 27 | +91,763 | New | Q1 2026 | May 08, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 88,700 | 899 | 0.02% | 0.03% | 28 | -2,600 | -2.85% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 86,235 | 874 | 0.0% | 0.0% | 29 | +67,414 | 358.19% | Q1 2026 | May 12, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 64,435 | 653 | 0.21% | 0.31% | 30 | -60 | -0.09% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 58,300 | 591 | 0.0% | 0.0% | 31 | -29,300 | -33.45% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 57,082 | 578 | 0.0% | 0.0% | 32 | +18,541 | 48.11% | Q1 2026 | May 15, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 56,665 | 574 | 0.09% | 0.12% | 33 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 55,618 | 563 | 0.0% | 0.0% | 34 | -1,460 | -2.56% | Q1 2026 | May 05, 2026 |
| FORMULA GROWTH LTD | History | Reduced | 55,075 | 558 | 0.25% | 0.97% | 35 | -125,000 | -69.42% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 52,705 | 534 | 0.0% | 0.0% | 36 | -133,533 | -71.7% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 51,780 | 526 | 0.0% | 0.0% | 37 | +2,895 | 5.92% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 51,722 | 524 | 0.0% | 0.0% | 38 | +5,634 | 12.22% | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 50,507 | 512 | 0.0% | 0.0% | 39 | +38,807 | 331.68% | Q1 2026 | May 14, 2026 |
| Trexquant Investment LP | History | Added to | 47,093 | 477 | 0.0% | 0.0% | 40 | +28,101 | 147.96% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 45,084 | 457 | 0.01% | 0.02% | 41 | -3,719 | -7.62% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 44,205 | 448 | 0.0% | 0.0% | 42 | -4,510 | -9.26% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 43,782 | 443 | 0.0% | 0.0% | 43 | +324 | 0.75% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 37,826 | 383 | 0.0% | 0.0% | 44 | +5,920 | 18.55% | Q1 2026 | May 15, 2026 |
| Atom Investors LP | History | Reduced | 37,333 | 378 | 0.03% | 0.04% | 45 | -775 | -2.03% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 36,451 | 369 | 0.0% | 0.0% | 46 | -209 | -0.57% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Reduced | 34,494 | 349 | 0.0% | 0.0% | 48 | -3,410 | -9.0% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 24,910 | 349 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 32,734 | 331 | 0.0% | 0.0% | 49 | +5,424 | 19.86% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 31,822 | 322 | 0.0% | 0.0% | 50 | +6,914 | 27.76% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 30,252 | 306 | 0.0% | 0.0% | 51 | -4,502 | -12.95% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 29,722 | 301 | 0.0% | 0.0% | 52 | -15,806 | -34.72% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Added to | 29,159 | 295 | 0.0% | 0.0% | 53 | +183 | 0.63% | Q1 2026 | Apr 30, 2026 |
| AlphaQuest LLC | History | No change | 17,505 | 245 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Linden Thomas Advisory Services, LLC | History | New | 24,084 | 244 | 0.02% | — | 55 | +24,084 | New | Q1 2026 | Apr 10, 2026 |
| Walleye Capital LLC | History | New | 23,100 | 234 | 0.0% | — | 56 | +23,100 | New | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 22,057 | 223 | 0.0% | 0.0% | 57 | -477 | -2.12% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 17,517 | 177 | 0.0% | — | 58 | +17,517 | New | Q1 2026 | May 04, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 16,878 | 171 | 0.0% | 0.0% | 59 | -266,902 | -94.05% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 14,210 | 144 | 0.0% | 0.0% | 60 | +2,618 | 22.58% | Q1 2026 | May 06, 2026 |
| IMC-Chicago, LLC | History | New | 14,000 | 141 | 0.0% | — | 61 | +14,000 | New | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 12,946 | 131 | 0.0% | 0.0% | 62 | -45,318 | -77.78% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 12,900 | 130 | 0.0% | 0.0% | 63 | +5,100 | 65.38% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 12,299 | 124 | 0.0% | — | 64 | +12,299 | New | Q1 2026 | May 15, 2026 |
| One Wealth Advisors, LLC | History | New | 10,504 | 106 | 0.01% | — | 65 | +10,504 | New | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | Added to | 8,617 | 87 | 0.0% | 0.0% | 66 | +2,133 | 32.9% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 8,554 | 86 | 0.0% | 0.0% | 67 | -25,451 | -74.84% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 6,570 | 66 | 0.0% | — | 68 | +6,570 | New | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 6,477 | 65 | 0.0% | 0.0% | 69 | -1,303 | -16.75% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,838 | 59 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,811 | 58 | 0.0% | 0.0% | 71 | -12,403 | -68.1% | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 5,500 | 55 | 0.01% | 0.01% | 72 | -1,000 | -15.38% | Q1 2026 | May 04, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 4,856 | 49 | 0.0% | 0.0% | 73 | -3,812 | -43.98% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 3,960 | 40 | 0.0% | 0.0% | 74 | -836 | -17.43% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,946 | 40 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,000 | 30 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,694 | 27 | 0.0% | 0.0% | 77 | -7,381 | -73.26% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 2,427 | 24 | 0.0% | 0.0% | 78 | -22,084 | -90.1% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,604 | 16 | 0.0% | 0.0% | 79 | +136 | 9.26% | Q1 2026 | May 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,653 | 16 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,500 | 15 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Legal & General Group Plc | History | Reduced | 1,440 | 14 | 0.0% | 0.0% | 82 | -182 | -11.22% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,338 | 13 | 0.0% | — | 84 | +1,338 | New | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,314 | 13 | 0.0% | 0.0% | 83 | +77 | 6.22% | Q1 2026 | Apr 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,190 | 12 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,170 | 11 | 0.0% | 0.0% | 86 | -1,370 | -53.94% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 927 | 9 | 0.0% | 0.0% | 87 | +10 | 1.09% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 854 | 8 | 0.0% | 0.0% | 88 | -117 | -12.05% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 659 | 7 | 0.0% | 0.0% | 90 | +406 | 160.47% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 711 | 7 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| GAMMA Investing LLC | History | Added to | 684 | 6 | 0.0% | 0.0% | 92 | +120 | 21.28% | Q1 2026 | Apr 06, 2026 |
| BFSG, LLC | History | No change | 600 | 6 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 466 | 4 | 0.0% | 0.0% | 94 | +58 | 14.22% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 469 | 4 | 0.0% | 0.0% | 93 | -30 | -6.01% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 299 | 3 | 0.0% | 0.0% | 95 | -325 | -52.08% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 234 | 2 | 0.0% | 0.0% | 96 | -165 | -41.35% | Q1 2026 | Apr 22, 2026 |
| Essential Partners LLC | History | Reduced | 216 | 2 | 0.0% | 0.0% | 97 | -70 | -24.48% | Q1 2026 | May 21, 2026 |
| Arax Advisory Partners | History | Reduced | 164 | 1 | 0.0% | 0.0% | 101 | -11,571 | -98.6% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 119 | 1 | 0.0% | 0.0% | 100 | -986 | -89.23% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 150 | 1 | 0.0% | — | 104 | +150 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 119 | 1 | 0.0% | 0.0% | 102 | -116 | -49.36% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 130 | 1 | 0.0% | 0.0% | 98 | +49 | 60.49% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 160 | 1 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Byrne Asset Management LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| AWM Investment Company, Inc. | History | Closed out | 0 | 0 | — | 0.55% | — | -406,191 | -100.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -187,194 | -100.0% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -102,733 | -100.0% | Q1 2026 | May 15, 2026 |
| Lotus Technology Management, LP | History | Closed out | 0 | 0 | — | 0.26% | — | -33,040 | -100.0% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,490 | -100.0% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,833 | -100.0% | Q1 2026 | May 18, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,804 | -100.0% | Q1 2026 | May 08, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,442 | -100.0% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -14,276 | -100.0% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,256 | -100.0% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,621 | -100.0% | Q1 2026 | May 15, 2026 |
| VIRTUS ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,699 | -100.0% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 33 | 0 | — | 0.01% | — | -1,543 | -97.91% | Q1 2026 | May 11, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -504 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -496 | -100.0% | Q1 2026 | May 08, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 23 | 0 | — | 0.0% | — | -101 | -81.45% | Q1 2026 | Apr 07, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 62 | 0 | — | — | — | +62 | New | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 67 | 0 | — | — | — | +49 | 272.22% | Q1 2026 | Jun 02, 2026 |
| Silicon Valley Capital Partners | History | New | 26 | 0 | — | — | — | +26 | New | Q1 2026 | May 19, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 65 | 0 | — | 0.0% | — | -20 | -23.53% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 11 | 0 | — | — | — | -19 | -63.33% | Q1 2026 | Apr 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |