REAVES UTILITY INCOME FUND - UTG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,070,459 | 39,157 | 0.0% | 0.0% | 1 | -25,391 | -2.32% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,069,694 | 39,129 | 0.0% | 0.0% | 2 | +67,615 | 6.75% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 779,445 | 28,512 | 0.01% | 0.01% | 3 | +93,261 | 13.59% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 679,292 | 24,848 | 0.0% | 0.0% | 4 | +18,922 | 2.87% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 535,365 | 19,583 | 0.0% | — | 5 | +535,365 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 530,176 | 19,393 | 0.03% | 0.03% | 6 | +21,938 | 4.32% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 368,935 | 13,494 | 0.0% | 0.0% | 7 | -8,901 | -2.36% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 343,166 | 12,553 | 0.02% | 0.03% | 8 | -12,525 | -3.52% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 328,542 | 12,018 | 0.0% | 0.0% | 9 | +15,800 | 5.05% | Q4 2025 | Feb 18, 2026 |
| Cornerstone Advisors, LLC | History | Reduced | 294,426 | 10,770 | 0.36% | 1.0% | 10 | -473,759 | -61.67% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 283,606 | 10,374 | 0.01% | 0.01% | 11 | +19,997 | 7.59% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 255,308 | 9,340 | 0.01% | 0.01% | 12 | +10,436 | 4.26% | Q4 2025 | Feb 17, 2026 |
| Magnus Financial Group LLC | History | Added to | 231,728 | 8,476 | 0.65% | 0.72% | 13 | +2,059 | 0.9% | Q4 2025 | Jan 07, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 224,222 | 8,202 | 2.25% | 2.19% | 14 | +3,049 | 1.38% | Q4 2025 | Feb 03, 2026 |
| UBS Group AG | History | Added to | 221,141 | 8,089 | 0.0% | 0.0% | 15 | +20,751 | 10.36% | Q4 2025 | Jan 29, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 189,328 | 6,925 | 1.28% | 1.47% | 16 | -1,527 | -0.8% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Reduced | 168,570 | 6,166 | 0.01% | 0.01% | 17 | -10,995 | -6.12% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | No change | 150,035 | 5,944 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | New | 144,310 | 5,278 | 0.04% | — | 19 | +144,310 | New | Q4 2025 | Feb 13, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 142,112 | 5,198 | 2.18% | 2.42% | 20 | -2,102 | -1.46% | Q4 2025 | Jan 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 139,147 | 5,090 | 0.02% | 0.03% | 21 | -2,274 | -1.61% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 133,534 | 4,884 | 0.03% | 0.05% | 22 | -28,206 | -17.44% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 118,984 | 4,352 | 0.01% | 0.01% | 23 | -10,296 | -7.96% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 109,016 | 3,987 | 0.43% | 0.16% | 24 | +72,369 | 197.48% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 107,242 | 3,923 | 0.01% | 0.01% | 25 | +6,839 | 6.81% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 95,862 | 3,507 | 0.01% | 0.01% | 26 | -1,743 | -1.79% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 91,803 | 3,358 | 0.01% | 0.02% | 27 | -20,816 | -18.48% | Q4 2025 | Feb 18, 2026 |
| REAVES W H & CO INC | History | Added to | 83,326 | 3,048 | 0.05% | 0.06% | 28 | +1,266 | 1.54% | Q4 2025 | Feb 10, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 82,345 | 3,012 | 0.22% | 0.24% | 29 | +970 | 1.19% | Q4 2025 | Feb 11, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 77,110 | 2,820 | 0.88% | 0.89% | 30 | +6,865 | 9.77% | Q4 2025 | Jan 26, 2026 |
| Smith Asset Management Co., LLC | History | Reduced | 77,007 | 2,816 | 2.32% | 2.67% | 31 | -2,253 | -2.84% | Q4 2025 | Feb 19, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 358,292 | 2,634 | 0.06% | 0.28% | 32 | -7,482 | -2.05% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 66,348 | 2,473 | 0.0% | 0.0% | 33 | +5,223 | 8.54% | Q4 2025 | Jan 08, 2026 |
| LongView Wealth Management | History | Reduced | 67,315 | 2,470 | 0.6% | 0.75% | 34 | -2,430 | -3.48% | Q4 2025 | Jan 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 64,447 | 2,357 | 0.03% | 0.03% | 35 | +4,026 | 6.66% | Q4 2025 | Feb 02, 2026 |
| World Investment Advisors | History | Added to | 63,041 | 2,306 | 0.04% | 0.04% | 36 | +17,551 | 38.58% | Q4 2025 | Mar 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 57,450 | 2,101 | 0.0% | 0.0% | 37 | +1,066 | 1.89% | Q4 2025 | Feb 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 56,617 | 2,071 | 0.09% | 0.1% | 38 | +2,458 | 4.54% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 54,726 | 2,001 | 0.07% | 0.09% | 39 | -4,143 | -7.04% | Q4 2025 | Jan 21, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 53,440 | 1,954 | 0.0% | 0.0% | 40 | +4,754 | 9.76% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 52,942 | 1,936 | 0.0% | 0.0% | 41 | +8,564 | 19.3% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 52,137 | 1,907 | 0.14% | 0.16% | 42 | -99 | -0.19% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 50,817 | 1,858 | 0.01% | 0.01% | 43 | +2,535 | 5.25% | Q4 2025 | Feb 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 49,691 | 1,847 | 0.41% | 0.38% | 44 | +11,927 | 31.58% | Q4 2025 | Feb 04, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Added to | 49,809 | 1,822 | 0.2% | 0.18% | 45 | +10,059 | 25.31% | Q4 2025 | Feb 06, 2026 |
| Kercheville Advisors, LLC | History | Added to | 47,990 | 1,817 | 0.48% | 0.51% | 46 | +5,011 | 11.66% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 49,665 | 1,816 | 0.02% | 0.02% | 47 | +4,036 | 8.85% | Q4 2025 | Jan 20, 2026 |
| NWF Advisory Services Inc. | History | Added to | 46,809 | 1,712 | 0.19% | 0.17% | 48 | +7,121 | 17.94% | Q4 2025 | Mar 03, 2026 |
| &PARTNERS | History | Added to | 45,570 | 1,666 | 0.01% | 0.0% | 49 | +26,018 | 133.07% | Q4 2025 | Feb 17, 2026 |
| Wright Wealth LLC | History | New | 42,565 | 1,557 | 1.02% | — | 50 | +42,565 | New | Q4 2025 | Feb 13, 2026 |
| Aegis Wealth Management, Inc. | History | New | 42,266 | 1,546 | 1.21% | — | 51 | +42,266 | New | Q4 2025 | Feb 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 38,533 | 1,409 | 0.05% | 0.07% | 52 | +2,600 | 7.24% | Q4 2025 | Feb 09, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 37,394 | 1,368 | 0.04% | 0.05% | 53 | +2,173 | 6.17% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Added to | 36,948 | 1,351 | 0.04% | 0.04% | 54 | +4,988 | 15.61% | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 34,568 | 1,264 | 0.01% | 0.01% | 55 | +2,973 | 9.41% | Q4 2025 | Feb 12, 2026 |
| Beacon Capital Management, Inc. | History | No change | 34,500 | 1,262 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 34,065 | 1,246 | 0.03% | 0.04% | 57 | -7,043 | -17.13% | Q4 2025 | Feb 13, 2026 |
| ORG Wealth Partners, LLC | History | Added to | 34,014 | 1,244 | 0.29% | 0.0% | 58 | +33,414 | 5569.0% | Q4 2025 | Jan 14, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 31,447 | 1,150 | 0.01% | 0.0% | 59 | +6,545 | 26.28% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 30,854 | 1,128 | 0.0% | 0.0% | 60 | +5,618 | 22.26% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 30,157 | 1,103 | 0.01% | 0.01% | 61 | +2,295 | 8.24% | Q4 2025 | Feb 05, 2026 |
| Edge Financial Advisors LLC | History | Added to | 29,700 | 1,086 | 0.46% | 0.45% | 62 | +4,483 | 17.78% | Q4 2025 | Jan 28, 2026 |
| Carnegie Lake Advisors LLC | History | Added to | 28,772 | 1,052 | 0.4% | 0.44% | 63 | +49 | 0.17% | Q4 2025 | Feb 10, 2026 |
| XML Financial, LLC | History | Reduced | 27,445 | 1,003 | 0.08% | 0.15% | 64 | -20,025 | -42.18% | Q4 2025 | Feb 11, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 25,142 | 934 | 0.63% | 0.64% | 65 | -453 | -1.77% | Q4 2025 | Jan 21, 2026 |
| PMG Family Office LLC | History | Added to | 25,467 | 931 | 1.08% | 1.12% | 66 | +125 | 0.49% | Q4 2025 | Jan 28, 2026 |
| Merrion Investment Management Co, LLC | History | No change | 25,000 | 914 | 0.49% | 0.57% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 24,730 | 904 | 0.0% | 0.0% | 68 | +1,564 | 6.75% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | New | 24,665 | 902 | 0.04% | — | 69 | +24,665 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 23,789 | 870 | 0.0% | 0.0% | 70 | +868 | 3.79% | Q4 2025 | Jan 26, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 23,700 | 866 | 0.24% | 0.26% | 71 | +500 | 2.16% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Added to | 23,328 | 853 | 0.0% | 0.0% | 72 | +3 | 0.01% | Q4 2025 | Jan 29, 2026 |
| COHEN & STEERS, INC. | History | No change | 23,000 | 841 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 20,838 | 766 | 0.17% | 0.2% | 74 | +53 | 0.25% | Q4 2025 | Feb 11, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Added to | 20,500 | 749 | 0.17% | 0.17% | 75 | +1,500 | 7.89% | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | Added to | 20,258 | 741 | 0.01% | 0.01% | 76 | +415 | 2.09% | Q4 2025 | Jan 15, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 20,007 | 735 | 0.37% | 0.35% | 77 | +3,315 | 19.86% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 20,061 | 733 | 0.0% | 0.0% | 78 | +3,526 | 21.32% | Q4 2025 | Jan 29, 2026 |
| Welch Group, LLC | History | Reduced | 19,729 | 721 | 0.03% | 0.03% | 79 | -1,500 | -7.07% | Q4 2025 | Jan 26, 2026 |
| Atlas Brown,Inc. | History | Added to | 19,621 | 717 | 0.21% | 0.23% | 80 | +22 | 0.11% | Q4 2025 | Jan 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 19,404 | 709 | 0.01% | 0.01% | 81 | +269 | 1.41% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 19,178 | 701 | 0.01% | 0.01% | 82 | -96 | -0.5% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 18,590 | 680 | 0.0% | 0.0% | 83 | +948 | 5.37% | Q4 2025 | Feb 06, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 18,201 | 680 | 0.15% | 0.16% | 84 | -45 | -0.25% | Q4 2025 | Feb 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 18,251 | 667 | 0.0% | 0.0% | 85 | +1,033 | 6.0% | Q4 2025 | Jan 12, 2026 |
| Sunpointe, LLC | History | Reduced | 17,827 | 655 | 0.22% | 0.26% | 86 | -600 | -3.26% | Q4 2025 | Jan 23, 2026 |
| Belpointe Asset Management LLC | History | Added to | 17,790 | 650 | 0.02% | 0.03% | 87 | +774 | 4.55% | Q4 2025 | Jan 27, 2026 |
| Compound Planning, Inc. | History | Added to | 17,343 | 634 | 0.02% | 0.02% | 88 | +822 | 4.98% | Q4 2025 | Feb 19, 2026 |
| AlphaCore Capital LLC | History | Reduced | 17,330 | 633 | 0.01% | 0.04% | 89 | -12,679 | -42.25% | Q4 2025 | Feb 05, 2026 |
| PFG Investments, LLC | History | Reduced | 17,264 | 631 | 0.03% | 0.04% | 90 | -96 | -0.55% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | Added to | 17,109 | 625 | 0.0% | 0.0% | 91 | +5,600 | 48.66% | Q4 2025 | Feb 13, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 16,886 | 617 | 0.33% | 0.32% | 92 | +1,619 | 10.6% | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Reduced | 16,718 | 611 | 0.0% | 0.0% | 93 | -237 | -1.4% | Q4 2025 | Jan 26, 2026 |
| Certified Advisory Corp | History | Reduced | 16,146 | 590 | 0.05% | 0.06% | 94 | -132 | -0.81% | Q4 2025 | Jan 12, 2026 |
| Focus Partners Wealth | History | Added to | 15,642 | 589 | 0.0% | 0.0% | 95 | +6,677 | 74.48% | Q4 2025 | Feb 13, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 16,094 | 588 | 0.21% | 0.25% | 96 | -2,034 | -11.22% | Q4 2025 | Jan 30, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 15,750 | 576 | 0.08% | 0.09% | 98 | -200 | -1.25% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 15,758 | 576 | 0.0% | 0.0% | 97 | -11 | -0.07% | Q4 2025 | Feb 18, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 15,575 | 569 | 0.03% | 0.04% | 99 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 15,385 | 562 | 0.18% | 0.2% | 100 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Maridea Wealth Management LLC | History | Added to | 15,234 | 557 | 0.08% | 0.09% | 101 | +425 | 2.87% | Q4 2025 | Jan 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 14,893 | 544 | 0.0% | 0.0% | 102 | +2,552 | 20.68% | Q4 2025 | Feb 17, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 14,067 | 530 | 0.01% | 0.01% | 103 | +1,000 | 7.65% | Q4 2025 | Feb 09, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 13,740 | 502 | 0.03% | 0.04% | 105 | -363 | -2.57% | Q4 2025 | Jan 08, 2026 |
| MGO ONE SEVEN LLC | History | No change | 13,726 | 502 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 13,677 | 500 | 0.06% | 0.06% | 106 | +215 | 1.6% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 13,452 | 492 | 0.0% | 0.01% | 107 | -1,934 | -12.57% | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | New | 13,168 | 481 | 0.01% | — | 108 | +13,168 | New | Q4 2025 | Jan 23, 2026 |
| Focus Financial Network, Inc. | History | Added to | 13,119 | 479 | 0.02% | 0.02% | 110 | +254 | 1.97% | Q4 2025 | Jan 12, 2026 |
| US BANCORP \DE\ | History | No change | 13,115 | 479 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NEVILLE RODIE & SHAW INC | History | No change | 12,701 | 465 | 0.03% | 0.04% | 111 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 12,700 | 464 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| StoneX Group Inc. | History | Added to | 12,522 | 460 | 0.02% | 0.02% | 113 | +24 | 0.19% | Q4 2025 | Feb 12, 2026 |
| Visionary Wealth Advisors | History | Reduced | 12,465 | 455 | 0.02% | 0.02% | 114 | -751 | -5.68% | Q4 2025 | Feb 13, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 12,000 | 438 | 0.08% | 0.08% | 115 | +2,000 | 20.0% | Q4 2025 | Feb 05, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Reduced | 11,290 | 412 | 0.12% | 0.14% | 116 | -266 | -2.3% | Q4 2025 | Feb 13, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 11,183 | 409 | 0.18% | 0.08% | 117 | +4,568 | 69.06% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 11,115 | 406 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 10,886 | 398 | 0.07% | 0.07% | 119 | +113 | 1.05% | Q4 2025 | Feb 06, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 10,784 | 394 | 0.01% | 0.01% | 120 | +2,761 | 34.41% | Q4 2025 | Jan 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 10,382 | 379 | 0.01% | 0.01% | 121 | +1,166 | 12.65% | Q4 2025 | Jan 14, 2026 |
| Abel Hall, LLC | History | No change | 10,000 | 365 | 0.09% | 0.16% | 122 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 9,941 | 363 | 0.04% | 0.04% | 123 | +644 | 6.93% | Q4 2025 | Feb 13, 2026 |
| Leslie Global Wealth, LLC | History | No change | 9,667 | 353 | 0.16% | 0.18% | 124 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Corient Private Wealth LLC | History | Added to | 45,492 | 349 | 0.0% | 0.0% | 125 | +33,794 | 288.89% | Q4 2025 | Mar 09, 2026 |
| Orca Investment Management, LLC | History | Reduced | 9,500 | 347 | 0.27% | 0.32% | 126 | -275 | -2.81% | Q4 2025 | Jan 20, 2026 |
| Bey-Douglas LLC | History | No change | 8,581 | 339 | 0.27% | 0.25% | 127 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Costello Asset Management, INC | History | Reduced | 9,035 | 330 | 0.11% | 0.14% | 128 | -1,173 | -11.49% | Q4 2025 | Feb 03, 2026 |
| Oakworth Capital, Inc. | History | No change | 9,000 | 329 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Triumph Capital Management | History | Added to | 8,909 | 325 | 0.07% | 0.09% | 130 | +510 | 6.07% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 8,631 | 315 | 0.0% | 0.0% | 131 | -1,924 | -18.23% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 8,425 | 308 | 0.0% | 0.0% | 132 | -2,958 | -25.99% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Added to | 8,264 | 302 | 0.0% | 0.0% | 133 | +583 | 7.59% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | Added to | 8,272 | 302 | 0.01% | 0.01% | 134 | +87 | 1.06% | Q4 2025 | Feb 17, 2026 |
| City Center Advisors, LLC | History | Added to | 8,253 | 301 | 0.28% | 0.22% | 135 | +2,401 | 41.03% | Q4 2025 | Jan 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,194 | 299 | 0.0% | 0.0% | 136 | -4,195 | -33.86% | Q4 2025 | Feb 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 8,150 | 298 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 8,122 | 297 | 0.01% | 0.01% | 139 | +1,269 | 18.52% | Q4 2025 | Feb 05, 2026 |
| NWAM LLC | History | Added to | 7,912 | 297 | 0.02% | 0.02% | 138 | +432 | 5.78% | Q4 2025 | Feb 04, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 8,143 | 297 | 0.15% | 0.17% | 140 | +103 | 1.28% | Q4 2025 | Feb 10, 2026 |
| Simplicity Wealth,LLC | History | New | 8,119 | 296 | 0.02% | — | 142 | +8,119 | New | Q4 2025 | Jan 30, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 8,101 | 296 | 0.0% | 0.0% | 141 | -390 | -4.59% | Q4 2025 | Feb 02, 2026 |
| RFG Advisory, LLC | History | New | 8,014 | 293 | 0.01% | — | 143 | +8,014 | New | Q4 2025 | Feb 03, 2026 |
| Balboa Wealth Partners | History | No change | 7,636 | 279 | 0.05% | 0.05% | 144 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 7,579 | 277 | 0.04% | — | 145 | +7,579 | New | Q4 2025 | Feb 17, 2026 |
| ELCO Management Co., LLC | History | Reduced | 7,250 | 265 | 0.17% | 0.15% | 146 | -200 | -2.68% | Q4 2025 | Feb 04, 2026 |
| Purus Wealth Management, LLC | History | Added to | 7,240 | 264 | 0.08% | 0.08% | 147 | +734 | 11.28% | Q4 2025 | Jan 27, 2026 |
| ORG Partners LLC | History | Added to | 7,169 | 262 | 0.05% | 0.05% | 148 | +95 | 1.34% | Q4 2025 | Jan 14, 2026 |
| RDA Financial Network | History | Added to | 7,104 | 259 | 0.06% | 0.05% | 149 | +1,760 | 32.93% | Q4 2025 | Jan 06, 2026 |
| Investors Research Corp | History | No change | 7,077 | 258 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 6,869 | 251 | 0.0% | 0.0% | 151 | +60 | 0.88% | Q4 2025 | Feb 12, 2026 |
| Moors & Cabot, Inc. | History | No change | 6,617 | 242 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Allie Family Office LLC | History | No change | 6,490 | 237 | 0.11% | 0.12% | 153 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | New | 6,417 | 234 | 0.0% | — | 154 | +6,417 | New | Q4 2025 | Feb 19, 2026 |
| Innova Wealth Partners | History | New | 6,361 | 232 | 0.12% | — | 155 | +6,361 | New | Q4 2025 | Jan 07, 2026 |
| Penbrook Management LLC | History | Reduced | 6,025 | 220 | 0.15% | 0.17% | 156 | -50 | -0.82% | Q4 2025 | Jan 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 5,987 | 219 | 0.01% | 0.01% | 157 | +429 | 7.72% | Q4 2025 | Feb 09, 2026 |
| Armor Investment Advisors, LLC | History | No change | 5,996 | 219 | 0.08% | 0.08% | 158 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 5,950 | 217 | 0.12% | 0.18% | 159 | -2,289 | -27.78% | Q4 2025 | Jan 27, 2026 |
| Ballew Advisors, Inc | History | Added to | 5,845 | 216 | 0.12% | 0.13% | 160 | +92 | 1.6% | Q4 2025 | Jan 14, 2026 |
| Savant Capital, LLC | History | No change | 5,814 | 212 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Everstar Asset Management, LLC | History | No change | 5,650 | 206 | 0.11% | 0.13% | 162 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5,604 | 204 | 0.01% | 0.01% | 164 | -1,000 | -15.14% | Q4 2025 | Jan 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,590 | 204 | 0.0% | 0.01% | 163 | -695 | -11.06% | Q4 2025 | Feb 09, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 5,215 | 190 | 0.11% | — | 165 | +5,215 | New | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | Added to | 4,545 | 166 | 0.01% | 0.01% | 166 | +59 | 1.32% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 4,491 | 164 | 0.0% | — | 167 | +4,491 | New | Q4 2025 | Feb 05, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 4,411 | 161 | 0.04% | — | 168 | +4,411 | New | Q4 2025 | Jan 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 4,137 | 151 | 0.01% | 0.01% | 169 | +5 | 0.12% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 4,000 | 146 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 3,873 | 141 | 0.07% | 0.11% | 171 | -3,873 | -50.0% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,556 | 130 | 0.0% | 0.0% | 172 | -13 | -0.36% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,216 | 117 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,166 | 115 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,780 | 101 | 0.01% | — | 175 | +2,780 | New | Q4 2025 | Feb 03, 2026 |
| Laurel Wealth Advisors LLC | History | New | 2,500 | 91 | 0.01% | — | 176 | +2,500 | New | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | Added to | 2,333 | 85 | 0.0% | 0.0% | 177 | +14 | 0.6% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,294 | 83 | 0.0% | 0.0% | 178 | +153 | 7.15% | Q4 2025 | Jan 20, 2026 |
| ASSETMARK, INC | History | Added to | 2,166 | 79 | 0.0% | 0.0% | 179 | +219 | 11.25% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Planning Group LLC | History | New | 1,964 | 74 | 0.01% | — | 180 | +1,964 | New | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,000 | 73 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,760 | 64 | 0.0% | 0.0% | 182 | +602 | 51.99% | Q4 2025 | Mar 16, 2026 |
| Centerpoint Advisors, LLC | History | No change | 1,700 | 62 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 1,674 | 61 | 0.0% | 0.01% | 184 | -55 | -3.18% | Q4 2025 | Feb 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,692 | 61 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bank of New Hampshire | History | New | 1,560 | 57 | 0.01% | — | 186 | +1,560 | New | Q4 2025 | Mar 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,530 | 55 | 0.0% | — | 187 | +1,530 | New | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Advisors | History | No change | 1,500 | 54 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| North Star Investment Management Corp. | History | No change | 1,450 | 53 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Larson Financial Group LLC | History | No change | 1,442 | 52 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LRI Investments, LLC | History | No change | 1,440 | 52 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,032 | 37 | 0.01% | — | 192 | +1,032 | New | Q4 2025 | Feb 09, 2026 |
| WEBSTER BANK, N. A. | History | No change | 995 | 36 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,000 | 36 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD BANCORP | History | No change | 950 | 34 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 850 | 31 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| West Branch Capital LLC | History | Added to | 843 | 30 | 0.01% | 0.01% | 197 | +3 | 0.36% | Q4 2025 | Jan 16, 2026 |
| Caldwell Trust Co | History | No change | 825 | 30 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 687 | 25 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Salomon & Ludwin, LLC | History | No change | 580 | 21 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hilltop National Bank | History | No change | 590 | 21 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| UMB Bank, n.a. | History | No change | 574 | 20 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | No change | 554 | 20 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 540 | 19 | 0.0% | — | 204 | +540 | New | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 485 | 17 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | New | 383 | 14 | 0.0% | — | 207 | +383 | New | Q4 2025 | Feb 10, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 395 | 14 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 356 | 13 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 358 | 13 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 306 | 11 | 0.0% | 0.0% | 210 | +4 | 1.32% | Q4 2025 | Feb 12, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 320 | 11 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Glen Eagle Advisors, LLC | History | New | 300 | 10 | 0.0% | — | 214 | +300 | New | Q4 2025 | Feb 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 297 | 10 | 0.01% | — | 215 | +297 | New | Q4 2025 | Feb 11, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 300 | 10 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 278 | 10 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 250 | 9 | 0.0% | — | 217 | +250 | New | Q4 2025 | Jan 22, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 262 | 9 | 0.0% | 0.0% | 218 | +4 | 1.55% | Q4 2025 | Jan 08, 2026 |
| ALERUS FINANCIAL NA | History | No change | 267 | 9 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 250 | 9 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IMG Wealth Management, Inc. | History | New | 203 | 7 | 0.0% | — | 220 | +203 | New | Q4 2025 | Feb 05, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 157 | 5 | 0.0% | 0.0% | 221 | +2 | 1.29% | Q4 2025 | Jan 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 100 | 4 | 0.0% | — | 224 | +100 | New | Q4 2025 | Feb 12, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 122 | 4 | 0.0% | 0.0% | 223 | +29 | 31.18% | Q4 2025 | Jan 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 126 | 4 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| RHUMBLINE ADVISERS | History | New | 108 | 3 | 0.0% | — | 225 | +108 | New | Q4 2025 | Feb 13, 2026 |
| Motiv8 Investments LLC | History | New | 70 | 3 | 0.0% | — | 229 | +70 | New | Q4 2025 | Feb 13, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 100 | 3 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 98 | 3 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aspect Partners, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Versant Capital Management, Inc | History | No change | 29 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -129,661 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.33% | — | -64,774 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.42% | — | -47,913 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -29,296 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,698 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,561 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,221 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Hollow Brook Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,606 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,418 | -100.0% | Q3 2025 | Nov 12, 2025 |
| RMR Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,373 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Pinnacle Wealth Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -5,350 | -100.0% | Q3 2025 | Oct 08, 2025 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,250 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Keystone Financial Group | History | Closed out | 0 | 0 | — | 0.02% | — | -5,181 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,160 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Post Resch Tallon Group Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -5,125 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Proficio Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,075 | -100.0% | Q3 2025 | Nov 17, 2025 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,020 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,253 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,246 | -100.0% | Q3 2025 | Oct 07, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -920 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -650 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -253 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -192 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Russell Investments Group, Ltd. | History | Reduced | 3 | 0 | — | 0.0% | — | -117 | -97.5% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |