TEJON RANCH CO - TRC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TOWERVIEW LLC | History | No change | 3,845,500 | 60,643 | 43.95% | 44.72% | 1 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,138,336 | 33,721 | 0.0% | 0.0% | 2 | +22 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 1,912,573 | 30,161 | 0.41% | 0.37% | 3 | -1,405 | -0.07% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 1,590,167 | 25,076 | 0.0% | 0.0% | 4 | +34,824 | 2.24% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,553,216 | 24,494 | 0.01% | 0.01% | 5 | -73,902 | -4.54% | Q4 2025 | Feb 12, 2026 |
| Nitor Capital Management LLC | History | New | 1,346,056 | 21,227 | 18.88% | — | 6 | +1,346,056 | New | Q4 2025 | Feb 17, 2026 |
| Bulldog Investors, LLP | History | Added to | 791,492 | 12,481 | 2.78% | 2.92% | 7 | +1,032 | 0.13% | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 732,826 | 11,556 | 0.11% | 0.1% | 8 | +56,800 | 8.4% | Q4 2025 | Feb 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 584,442 | 9,218 | 0.0% | 0.0% | 9 | -92 | -0.02% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 498,734 | 7,865 | 0.0% | 0.0% | 10 | -3,061 | -0.61% | Q4 2025 | Feb 13, 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | History | Added to | 494,801 | 7,803 | 1.04% | 1.11% | 11 | +9,721 | 2.0% | Q4 2025 | Jan 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 446,595 | 7,042 | 0.08% | 0.12% | 12 | +1,155 | 0.26% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 332,826 | 5,248 | 0.01% | 0.01% | 13 | -68,822 | -17.13% | Q4 2025 | Feb 12, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 313,818 | 4,948 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GABELLI FUNDS LLC | History | New | 263,000 | 4,147 | 0.03% | — | 15 | +263,000 | New | Q4 2025 | Feb 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 194,377 | 3,065 | 0.0% | 0.0% | 16 | -6,298 | -3.14% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 186,321 | 2,938 | 0.0% | 0.0% | 17 | -12,687 | -6.38% | Q4 2025 | Feb 17, 2026 |
| Oppenheimer & Close, LLC | History | Added to | 141,681 | 2,234 | 1.52% | 1.42% | 18 | +10,000 | 7.59% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 129,550 | 2,043 | 0.0% | 0.0% | 19 | -6,140 | -4.53% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 110,956 | 1,749 | 0.0% | 0.0% | 20 | +18,220 | 19.65% | Q4 2025 | Feb 13, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 108,992 | 1,718 | 0.01% | — | 21 | +108,992 | New | Q4 2025 | Feb 11, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 102,150 | 1,610 | 0.0% | 0.0% | 22 | +1,000 | 0.99% | Q4 2025 | Feb 10, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 101,772 | 1,604 | 0.14% | 0.15% | 23 | -290 | -0.28% | Q4 2025 | Jan 30, 2026 |
| Almitas Capital LLC | History | New | 93,137 | 1,468 | 0.32% | — | 24 | +93,137 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | New | 84,933 | 1,339 | 0.0% | — | 25 | +84,933 | New | Q4 2025 | Feb 13, 2026 |
| Teton Advisors, LLC | History | Reduced | 82,000 | 1,293 | 0.9% | 0.82% | 26 | -1,000 | -1.2% | Q4 2025 | Feb 05, 2026 |
| Topline Capital Management, LLC | History | New | 80,273 | 1,265 | 0.11% | — | 27 | +80,273 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 73,284 | 1,155 | 0.0% | 0.0% | 28 | +4,282 | 6.21% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 69,790 | 1,100 | 0.0% | 0.0% | 29 | -238,097 | -77.33% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 69,459 | 1,095 | 0.0% | 0.0% | 30 | +7,642 | 12.36% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 68,472 | 1,079 | 0.0% | 0.0% | 31 | -4,033 | -5.56% | Q4 2025 | Mar 25, 2026 |
| Creative Planning | History | Added to | 57,669 | 909 | 0.0% | 0.0% | 33 | +24,875 | 75.85% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 57,648 | 909 | 0.0% | 0.0% | 32 | -71 | -0.12% | Q4 2025 | Feb 13, 2026 |
| LEE DANNER & BASS INC | History | Added to | 57,500 | 906 | 0.06% | 0.05% | 34 | +10,500 | 22.34% | Q4 2025 | Jan 29, 2026 |
| Nuveen, LLC | History | No change | 53,859 | 849 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Accordant Advisory Group Inc | History | Added to | 49,528 | 781 | 0.54% | 0.37% | 36 | +15,834 | 46.99% | Q4 2025 | Jan 22, 2026 |
| REIK & CO., LLC | History | No change | 46,879 | 739 | 0.2% | 0.19% | 37 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 45,448 | 716 | 0.0% | 0.0% | 38 | -15,602 | -25.56% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 35,500 | 559 | 0.0% | — | 39 | +35,500 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 34,120 | 538 | 0.0% | 0.0% | 40 | +8,890 | 35.24% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 32,787 | 517 | 0.0% | 0.0% | 41 | +3,166 | 10.69% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 31,667 | 500 | 0.0% | 0.0% | 42 | +5,738 | 22.13% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 28,791 | 454 | 0.0% | 0.0% | 43 | -3,203 | -10.01% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 26,830 | 423 | 0.0% | 0.0% | 44 | -2,405 | -8.23% | Q4 2025 | Feb 19, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 24,645 | 388 | 0.0% | — | 45 | +24,645 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 24,537 | 386 | 0.0% | 0.0% | 46 | +2,960 | 13.72% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 22,663 | 357 | 0.01% | 0.0% | 47 | +21,211 | 1460.81% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 21,399 | 337 | 0.18% | 0.19% | 48 | -56 | -0.26% | Q4 2025 | Feb 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 21,022 | 331 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 18,720 | 295 | 0.0% | 0.0% | 50 | -63,499 | -77.23% | Q4 2025 | Feb 17, 2026 |
| Clayton Partners LLC | History | New | 17,709 | 279 | 0.2% | — | 51 | +17,709 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 16,233 | 255 | 0.0% | — | 52 | +16,233 | New | Q4 2025 | Feb 17, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 15,600 | 246 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 14,407 | 227 | 0.0% | 0.0% | 54 | -7,013 | -32.74% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 14,110 | 222 | 0.0% | 0.0% | 55 | +3,786 | 36.67% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 13,804 | 217 | 0.0% | 0.0% | 56 | -120 | -0.86% | Q4 2025 | Feb 12, 2026 |
| Arbiter Partners Capital Management LLC | History | No change | 13,742 | 216 | 0.11% | 0.13% | 57 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | Reduced | 12,422 | 195 | 0.01% | 0.02% | 58 | -6,107 | -32.96% | Q4 2025 | Feb 17, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 12,106 | 191 | 0.04% | — | 59 | +12,106 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 11,903 | 188 | 0.0% | 0.0% | 61 | +1,631 | 15.88% | Q4 2025 | Jan 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 11,970 | 188 | 0.0% | 0.0% | 60 | +1,265 | 11.82% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 11,947 | 188 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 11,600 | 182 | 0.0% | 0.0% | 63 | -54,775 | -82.52% | Q4 2025 | Feb 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 10,973 | 173 | 0.01% | — | 64 | +10,973 | New | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 10,021 | 158 | 0.0% | 0.0% | 65 | +1 | 0.01% | Q4 2025 | Feb 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 9,771 | 154 | 0.0% | 0.0% | 66 | -114 | -1.15% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,636 | 136 | 0.0% | 0.0% | 67 | -10,936 | -55.88% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 6,605 | 104 | 0.0% | 0.0% | 68 | -6,925 | -51.18% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 6,277 | 98 | 0.0% | 0.0% | 69 | -1,600 | -20.31% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,756 | 91 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 5,505 | 86 | 0.0% | — | 71 | +5,505 | New | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,387 | 84 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | No change | 4,100 | 64 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Quent Capital, LLC | History | New | 3,851 | 60 | 0.0% | — | 74 | +3,851 | New | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,450 | 38 | 0.0% | 0.0% | 75 | +454 | 22.75% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,066 | 32 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,029 | 31 | 0.0% | 0.0% | 77 | -200 | -8.97% | Q4 2025 | Jan 30, 2026 |
| Legal & General Group Plc | History | Reduced | 1,796 | 28 | 0.0% | 0.0% | 78 | -153 | -7.85% | Q4 2025 | Feb 09, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,628 | 25 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,500 | 23 | 0.0% | 0.0% | 80 | +714 | 90.84% | Q4 2025 | Jan 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,294 | 20 | 0.0% | 0.0% | 81 | -16 | -1.22% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | No change | 1,226 | 19 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,011 | 16 | 0.0% | — | 83 | +1,011 | New | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | New | 1,000 | 15 | 0.0% | — | 84 | +1,000 | New | Q4 2025 | Jan 20, 2026 |
| AlphaQuest LLC | History | Reduced | 981 | 15 | 0.0% | 0.0% | 85 | -353 | -26.46% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 928 | 14 | 0.0% | 0.0% | 86 | -108 | -10.42% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 840 | 13 | 0.0% | 0.0% | 87 | +754 | 876.74% | Q4 2025 | Jan 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 872 | 13 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 731 | 12 | 0.0% | 0.0% | 89 | +71 | 10.76% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 715 | 11 | 0.0% | 0.0% | 90 | -1,158 | -61.83% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 700 | 11 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 641 | 10 | 0.0% | — | 93 | +641 | New | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 645 | 10 | 0.0% | 0.0% | 95 | -266 | -29.2% | Q4 2025 | Jan 05, 2026 |
| FMR LLC | History | Added to | 640 | 10 | 0.0% | 0.0% | 92 | +86 | 15.52% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 661 | 10 | 0.0% | 0.0% | 94 | -64 | -8.83% | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 543 | 8 | 0.0% | — | 96 | +543 | New | Q4 2025 | Feb 05, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 448 | 7 | 0.0% | — | 98 | +448 | New | Q4 2025 | Feb 03, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 500 | 7 | 0.0% | 0.0% | 97 | -100 | -16.67% | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 400 | 6 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 331 | 5 | 0.0% | 0.0% | 100 | +136 | 69.74% | Q4 2025 | Jan 20, 2026 |
| Key FInancial Inc | History | No change | 283 | 4 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | Reduced | 251 | 3 | 0.0% | 0.0% | 102 | -1,029 | -80.39% | Q4 2025 | Feb 13, 2026 |
| Quattro Advisors LLC | History | New | 202 | 3 | 0.0% | — | 103 | +202 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 133 | 2 | 0.0% | 0.0% | 105 | -553 | -80.61% | Q4 2025 | Feb 12, 2026 |
| Optiver Holding B.V. | History | Reduced | 172 | 2 | 0.0% | 0.0% | 107 | -174 | -50.29% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 156 | 2 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | No change | 143 | 2 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 73 | 1 | 0.0% | 0.0% | 111 | -564 | -88.54% | Q4 2025 | Feb 06, 2026 |
| MSRH, LLC | History | New | 81 | 1 | 0.0% | — | 112 | +81 | New | Q4 2025 | Apr 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 74 | 1 | 0.0% | — | 108 | +74 | New | Q4 2025 | Feb 17, 2026 |
| Cheviot Value Management, LLC | History | No change | 120 | 1 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | No change | 67 | 1 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.02% | — | -24,558 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,704 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Alan B Lancz & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -10,373 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,537 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | — | — | -58 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Physician Wealth Advisors, Inc. | History | New | 51 | 0 | — | — | — | +51 | New | Q4 2025 | Jan 29, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 42 | 0 | — | — | — | +42 | New | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 29 | 0 | — | — | — | -32 | -52.46% | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 63 | 0 | — | — | — | +15 | 31.25% | Q4 2025 | Jan 08, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MAI Capital Management | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 18, 2025 |
| IFP Advisors, Inc | History | Reduced | 6 | 0 | — | — | — | -2 | -25.0% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |