TRANSCAT INC - TRNS

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 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
Neuberger Berman Group LLC History No change 777,366 72,116 0.05% 0.05% 1 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 727,010 67,444 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
Hood River Capital Management LLC History No change 601,541 55,804 0.4% 0.4% 3 0 0.0% Q2 2026 Aug 14, 2026
Ophir Asset Management Pty Ltd History No change 462,016 42,861 3.53% 3.53% 4 0 0.0% Q2 2026 Aug 14, 2026
Conestoga Capital Advisors, LLC History No change 449,557 41,705 0.91% 0.91% 5 0 0.0% Q2 2026 Jul 24, 2026
ROYCE & ASSOCIATES LP History No change 431,671 40,046 0.32% 0.32% 6 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 414,057 38,412 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 399,983 37,106 0.11% 0.11% 8 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 317,015 29,409 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 275,296 25,537 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 11, 2026
Paradice Investment Management LLC History No change 246,144 22,834 3.64% 3.64% 11 0 0.0% Q2 2026 Aug 05, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 243,137 22,559 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 227,595 21,096 0.0% 0.0% 13 0 0.0% Q2 2026 Sep 22, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 209,420 19,428 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 14, 2026
RIVERBRIDGE PARTNERS LLC History No change 202,389 18,775 0.52% 0.52% 15 0 0.0% Q2 2026 Jul 13, 2026
BAMCO INC /NY/ History No change 190,243 17,648 0.03% 0.03% 16 0 0.0% Q2 2026 Aug 14, 2026
First Eagle Investment Management, LLC History No change 173,697 16,113 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 05, 2026
Champlain Investment Partners, LLC History No change 171,266 15,888 0.41% 0.41% 18 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 151,379 14,043 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
ArrowMark Colorado Holdings LLC History No change 149,523 13,871 0.58% 0.58% 20 0 0.0% Q2 2026 Aug 13, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 143,750 13,335 0.05% 0.05% 21 0 0.0% Q2 2026 Aug 10, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History No change 136,720 12,683 0.38% 0.38% 22 0 0.0% Q2 2026 Aug 13, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 132,797 12,319 0.58% 0.58% 23 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 130,212 12,079 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 104,629 9,706 0.06% 0.06% 25 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 100,567 9,329 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 95,110 8,823 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 84,988 7,884 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History No change 80,087 7,429 0.37% 0.37% 29 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 78,835 7,313 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 77,828 7,220 0.0% 0.0% 31 0 0.0% Q2 2026 Sep 02, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 74,974 6,955 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 13, 2026
ASHFORD CAPITAL MANAGEMENT INC History No change 73,500 6,818 0.73% 0.73% 33 0 0.0% Q2 2026 Aug 21, 2026
VANGUARD FIDUCIARY TRUST CO History No change 64,872 6,018 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 13, 2026
LORD, ABBETT & CO. LLC History No change 64,340 5,969 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 14, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 57,730 5,355 0.11% 0.11% 36 0 0.0% Q2 2026 Jul 31, 2026
RICE HALL JAMES & ASSOCIATES, LLC History No change 56,325 5,225 0.25% 0.25% 37 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 55,659 5,163 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 50,414 4,676 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 48,349 4,485 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 05, 2026
Summit Creek Advisors LLC History No change 46,970 4,357 1.48% 1.48% 41 0 0.0% Q2 2026 Aug 07, 2026
Diamond Hill Capital Management, LLC (Investment Advisor) History No change 46,185 4,284 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 06, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 39,494 3,664 0.02% 0.02% 43 0 0.0% Q2 2026 Aug 12, 2026
CARDIFF PARK ADVISORS, LLC History No change 39,022 3,620 0.28% 0.28% 44 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 37,107 3,442 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 03, 2026
D. E. Shaw & Co., Inc. History No change 35,000 3,246 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 33,357 3,094 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
Montanaro Asset Management Ltd History No change 32,105 2,978 0.94% 0.94% 48 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 29,561 2,742 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 06, 2026
XTX Topco Ltd History No change 27,986 2,596 0.03% 0.03% 50 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 26,317 2,441 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 25,823 2,395 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 25,724 2,386 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
Linden Thomas Advisory Services, LLC History No change 24,915 2,311 0.19% 0.19% 54 0 0.0% Q2 2026 Jul 16, 2026
ExodusPoint Capital Management, LP History No change 24,297 2,254 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 23,799 2,207 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 22,312 2,069 0.0% 0.0% 57 0 0.0% Q2 2026 Sep 23, 2026
UBS Group AG History No change 20,256 1,879 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 13, 2026
Round Rock Advisors LLC History No change 19,024 1,764 0.23% 0.23% 59 0 0.0% Q2 2026 Aug 12, 2026
COOPER CREEK PARTNERS MANAGEMENT LLC History No change 18,427 1,709 0.04% 0.04% 60 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 18,315 1,699 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 18,015 1,671 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 11, 2026
MORGAN STANLEY History No change 17,634 1,636 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 17,581 1,630 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History No change 15,604 1,447 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 14,815 1,374 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History No change 12,168 1,128 0.39% 0.39% 67 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 11,772 1,092 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 11,650 1,080 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 11, 2026
Point72 Asset Management, L.P. History No change 10,519 975 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 10,417 966 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 24, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 10,301 955 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 03, 2026
DEUTSCHE BANK AG\ History No change 9,961 924 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 07, 2026
Corient Private Wealth LP History No change 9,509 882 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 27, 2026
Diametric Capital, LP History No change 9,318 864 0.09% 0.09% 75 0 0.0% Q2 2026 Aug 14, 2026
HOWE & RUSLING INC History No change 9,214 854 0.05% 0.05% 76 0 0.0% Q2 2026 Aug 10, 2026
BARCLAYS PLC History No change 9,020 836 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 9,000 834 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 8,794 815 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 8,623 799 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 8,393 778 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 8,348 774 0.03% 0.03% 82 0 0.0% Q2 2026 Aug 12, 2026
Brevan Howard Capital Management LP History No change 8,207 761 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 10,140 744 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 7,695 714 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
Granahan Investment Management, LLC History No change 7,467 692 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 7,415 687 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 7,305 677 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
Jump Financial, LLC History No change 7,200 667 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 7,140 662 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 6,835 634 0.0% 0.0% 91 0 0.0% Q2 2026 Jul 29, 2026
Legal & General Group Plc History No change 6,193 574 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 6,072 536 0.0% 0.0% 93 0 0.0% Q2 2026 Jul 15, 2026
Creative Planning History No change 5,627 522 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 5,491 509 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 5,345 495 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 12, 2026
Diversified Trust Co History No change 5,295 491 0.01% 0.01% 97 0 0.0% Q2 2026 Jul 17, 2026
Jupiter Topco LLC History No change 5,097 472 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
EntryPoint Capital, LLC History No change 5,041 467 0.11% 0.11% 99 0 0.0% Q2 2026 Aug 13, 2026
Aquatic Capital Management LLC History No change 5,017 465 0.02% 0.02% 100 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 5,000 463 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 06, 2026
JPMORGAN CHASE & CO History No change 4,857 443 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 12, 2026
Arkadios Wealth Advisors History No change 4,627 429 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 10, 2026
CONNABLE OFFICE INC History No change 4,504 417 0.04% 0.04% 104 0 0.0% Q2 2026 Aug 03, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 4,295 398 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 4,169 386 0.0% 0.0% 106 0 0.0% Q2 2026 Jul 29, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 4,128 382 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 10, 2026
Mariner, LLC History No change 4,051 375 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 13, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 4,050 375 0.04% 0.04% 109 0 0.0% Q2 2026 Aug 14, 2026
Yorktown Management & Research Co Inc History No change 4,000 371 0.23% 0.23% 110 0 0.0% Q2 2026 Jul 23, 2026
CM WEALTH ADVISORS LLC History No change 3,656 339 0.06% 0.06% 111 0 0.0% Q2 2026 Aug 10, 2026
Central Pacific Bank - Trust Division History No change 3,817 337 0.04% 0.04% 112 0 0.0% Q3 2026 Oct 05, 2026
WHITE PINE CAPITAL LLC History No change 3,465 321 0.08% 0.08% 113 0 0.0% Q2 2026 Aug 05, 2026
Vanguard Global Advisers, LLC History No change 3,299 306 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 3,161 289 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 2,993 277 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 2,994 277 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 2,952 273 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 19, 2026
Police & Firemen's Retirement System of New Jersey History No change 2,686 249 0.0% 0.0% 119 0 0.0% Q2 2026 Jul 23, 2026
Arizona State Retirement System History No change 2,511 232 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 07, 2026
ZWJ INVESTMENT COUNSEL INC History No change 2,454 227 0.01% 0.01% 121 0 0.0% Q2 2026 Jul 16, 2026
Savant Capital, LLC History No change 2,736 227 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 10, 2026
Schonfeld Strategic Advisors LLC History No change 2,452 227 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 2,439 226 0.0% 0.0% 124 0 0.0% Q2 2026 Sep 09, 2026
OSAIC HOLDINGS, INC. History No change 2,401 222 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 2,200 204 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 2,014 186 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 2,000 185 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 1,368 126 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
Kemnay Advisory Services Inc. History No change 1,185 109 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,146 106 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 07, 2026
SG Americas Securities, LLC History No change 1,143 106 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 07, 2026
GAMMA Investing LLC History Added to 1,030 91 0.0% 0.0% 133 +589 133.56% Q3 2026 Oct 08, 2026
Parkside Financial Bank & Trust History No change 882 81 0.01% 0.01% 134 0 0.0% Q2 2026 Sep 04, 2026
Ameritas Investment Partners, Inc. History No change 849 78 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 745 69 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 11, 2026
State of Alaska, Department of Revenue History No change 555 51 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 20, 2026
Persistent Asset Partners Ltd History No change 560 51 0.02% 0.02% 138 0 0.0% Q2 2026 Aug 06, 2026
FMR LLC History No change 400 37 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 384 35 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 10, 2026
JONES FINANCIAL COMPANIES LLLP History No change 316 29 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
Princeton Global Asset Management LLC History No change 250 23 0.0% 0.0% 142 0 0.0% Q2 2026 Jul 16, 2026
FIRST HORIZON CORP History No change 237 21 0.0% 0.0% 143 0 0.0% Q2 2026 Jul 20, 2026
SIGNATUREFD, LLC History No change 225 20 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 23, 2026
Ancora Advisors LLC History No change 177 16 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
Nykredit A/S History No change 177 16 0.0% 0.0% 146 0 0.0% Q2 2026 Sep 08, 2026
BNP Paribas Asset Management Holding S.A. History No change 164 15 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 164 15 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Added to 154 13 0.0% 0.0% 151 +88 133.33% Q3 2026 Oct 08, 2026
BARD ASSOCIATES INC History No change 150 13 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 11, 2026
Park Place Capital Corp History No change 150 13 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History No change 103 9 0.0% 0.0% 152 0 0.0% Q2 2026 Jul 28, 2026
Silver Grove Financial Group, Inc. History No change 103 9 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 81 7 0.0% 0.0% 154 0 0.0% Q2 2026 Jul 20, 2026
EverSource Wealth Advisors, LLC History No change 78 7 0.0% 0.0% 155 0 0.0% Q2 2026 Jul 24, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 59 5 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 55 5 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 52 4 0.0% 0.0% 158 0 0.0% Q2 2026 Jul 22, 2026
Essential Partners LLC History No change 38 3 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 10, 2026
ROTHSCHILD INVESTMENT LLC History No change 31 2 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 06, 2026
Optiver Holding B.V. History No change 29 2 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
NISA INVESTMENT ADVISORS, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Larson Financial Group LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
SJS Investment Consulting Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Covestor Ltd History No change 3 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Fortitude Family Office, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
True Wealth Design, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
JPL Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Hughes Financial Services, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Keating Financial Advisory Services, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026