REAVES UTILITY INCOME FUND - UTG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,361,230 | 53,469 | 0.0% | 0.0% | 1 | +290,771 | 27.16% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,138,657 | 44,726 | 0.0% | 0.0% | 2 | +68,963 | 6.45% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 819,415 | 32,186 | 0.01% | 0.01% | 3 | +39,970 | 5.13% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 707,581 | 27,793 | 0.01% | 0.0% | 4 | +28,289 | 4.16% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 576,373 | 22,639 | 0.0% | 0.0% | 5 | +41,008 | 7.66% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 424,402 | 16,670 | 0.02% | 0.03% | 6 | -105,774 | -19.95% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 365,861 | 14,371 | 0.03% | 0.02% | 7 | +22,695 | 6.61% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 359,278 | 14,112 | 0.0% | 0.0% | 8 | +30,736 | 9.36% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 332,261 | 13,045 | 0.0% | 0.0% | 9 | -36,674 | -9.94% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 298,420 | 11,721 | 0.01% | 0.01% | 10 | +14,814 | 5.22% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 262,401 | 10,307 | 0.0% | 0.0% | 11 | +41,260 | 18.66% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 253,611 | 9,962 | 0.01% | 0.01% | 12 | -1,697 | -0.66% | Q1 2026 | May 15, 2026 |
| Gerald Baker Financial Group LLC | History | New | 236,955 | 9,307 | 2.95% | — | 13 | +236,955 | New | Q1 2026 | May 06, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 230,396 | 9,049 | 2.55% | 2.25% | 14 | +6,174 | 2.75% | Q1 2026 | Apr 20, 2026 |
| Magnus Financial Group LLC | History | Reduced | 230,239 | 9,043 | 0.73% | 0.65% | 15 | -1,489 | -0.64% | Q1 2026 | Apr 10, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 192,424 | 7,558 | 1.37% | 1.28% | 16 | +3,096 | 1.64% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 165,248 | 6,490 | 0.01% | 0.01% | 17 | -3,322 | -1.97% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 151,869 | 5,965 | 0.05% | 0.04% | 18 | +7,559 | 5.24% | Q1 2026 | May 01, 2026 |
| Lido Advisors, LLC | History | Added to | 150,589 | 5,915 | 0.02% | 0.02% | 19 | +554 | 0.37% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 138,375 | 5,435 | 0.03% | 0.02% | 20 | -772 | -0.55% | Q1 2026 | Apr 24, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 132,699 | 5,212 | 0.04% | 0.03% | 21 | -835 | -0.63% | Q1 2026 | May 15, 2026 |
| JBR Co Financial Management Inc | History | No change | 142,112 | 5,198 | 2.18% | 2.18% | 22 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | Reduced | 111,222 | 4,368 | 0.01% | 0.01% | 23 | -7,762 | -6.52% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 111,125 | 4,365 | 0.01% | 0.01% | 24 | +3,883 | 3.62% | Q1 2026 | Apr 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 110,909 | 4,356 | 0.46% | 0.43% | 25 | +1,893 | 1.74% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 109,023 | 4,282 | 0.01% | 0.01% | 26 | +13,161 | 13.73% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 86,727 | 3,406 | 0.08% | 0.07% | 27 | -1,013 | -1.15% | Q1 2026 | May 15, 2026 |
| REAVES W H & CO INC | History | Added to | 84,562 | 3,321 | 0.06% | 0.05% | 28 | +1,236 | 1.48% | Q1 2026 | May 07, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 82,866 | 3,254 | 1.15% | 0.88% | 29 | +5,756 | 7.46% | Q1 2026 | Apr 21, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 82,341 | 3,234 | 0.23% | 0.22% | 30 | -4 | -0.0% | Q1 2026 | May 15, 2026 |
| Smith Asset Management Co., LLC | History | Reduced | 75,380 | 2,960 | 2.54% | 2.32% | 31 | -1,627 | -2.11% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 74,358 | 2,920 | 0.04% | 0.03% | 32 | +9,911 | 15.38% | Q1 2026 | Apr 23, 2026 |
| LongView Wealth Management | History | Added to | 67,380 | 2,819 | 0.71% | 0.6% | 33 | +65 | 0.1% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Added to | 68,960 | 2,703 | 0.01% | 0.01% | 34 | +23,390 | 51.33% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 62,870 | 2,469 | 0.02% | 0.01% | 35 | +31,423 | 99.92% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 58,129 | 2,283 | 0.0% | 0.0% | 36 | +679 | 1.18% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 57,120 | 2,243 | 0.0% | 0.0% | 37 | +4,178 | 7.89% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 56,064 | 2,202 | 0.01% | 0.01% | 38 | +5,247 | 10.33% | Q1 2026 | Apr 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 55,782 | 2,191 | 0.1% | 0.09% | 39 | -835 | -1.47% | Q1 2026 | May 18, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 54,706 | 2,148 | 0.0% | 0.0% | 40 | +1,266 | 2.37% | Q1 2026 | May 13, 2026 |
| COHEN & STEERS, INC. | History | Added to | 53,000 | 2,082 | 0.0% | 0.0% | 41 | +30,000 | 130.43% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 51,854 | 2,036 | 0.02% | 0.02% | 42 | +2,189 | 4.41% | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 51,079 | 2,006 | 0.15% | 0.14% | 43 | -1,058 | -2.03% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 50,113 | 1,968 | 0.01% | 0.01% | 44 | +15,545 | 44.97% | Q1 2026 | May 08, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 49,895 | 1,959 | 0.51% | 0.41% | 45 | +204 | 0.41% | Q1 2026 | May 11, 2026 |
| NWF Advisory Services Inc. | History | Added to | 49,723 | 1,953 | 0.22% | 0.19% | 46 | +2,914 | 6.23% | Q1 2026 | May 04, 2026 |
| Kercheville Advisors, LLC | History | Reduced | 47,645 | 1,871 | 0.6% | 0.48% | 47 | -345 | -0.72% | Q1 2026 | Apr 20, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 46,390 | 1,822 | 0.21% | 0.2% | 48 | -3,419 | -6.86% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 44,593 | 1,776 | 0.0% | 0.0% | 49 | -21,755 | -32.79% | Q1 2026 | Apr 08, 2026 |
| Wright Wealth LLC | History | Added to | 44,805 | 1,759 | 1.18% | 1.02% | 50 | +2,240 | 5.26% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 43,497 | 1,708 | 0.06% | 0.05% | 51 | +4,964 | 12.88% | Q1 2026 | May 11, 2026 |
| Aegis Wealth Management, Inc. | History | Reduced | 41,958 | 1,648 | 1.3% | 1.21% | 52 | -308 | -0.73% | Q1 2026 | Apr 20, 2026 |
| Sowell Financial Services LLC | History | Reduced | 39,143 | 1,537 | 0.06% | 0.07% | 53 | -15,583 | -28.47% | Q1 2026 | Apr 20, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 37,425 | 1,470 | 0.04% | 0.04% | 54 | +31 | 0.08% | Q1 2026 | Apr 21, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 37,311 | 1,465 | 0.29% | 0.29% | 55 | +3,297 | 9.69% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | Added to | 37,095 | 1,457 | 0.04% | 0.04% | 56 | +147 | 0.4% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 36,658 | 1,439 | 0.0% | 0.0% | 57 | +28,233 | 335.11% | Q1 2026 | May 04, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 35,875 | 1,409 | 0.5% | 0.21% | 58 | +19,781 | 122.91% | Q1 2026 | Apr 22, 2026 |
| Beacon Capital Management, Inc. | History | No change | 34,500 | 1,355 | 0.08% | 0.07% | 59 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 34,296 | 1,347 | 0.03% | 0.03% | 60 | +231 | 0.68% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 32,455 | 1,274 | 0.02% | 0.04% | 61 | -30,586 | -48.52% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 31,806 | 1,249 | 0.0% | 0.0% | 62 | +13,216 | 71.09% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 30,972 | 1,216 | 0.0% | 0.0% | 63 | +6,242 | 25.24% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 30,816 | 1,210 | 0.0% | 0.0% | 64 | -38 | -0.12% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 29,857 | 1,172 | 0.01% | 0.01% | 65 | -300 | -0.99% | Q1 2026 | Apr 28, 2026 |
| Edge Financial Advisors LLC | History | No change | 29,700 | 1,086 | 0.46% | 0.46% | 66 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Merrion Investment Management Co, LLC | History | Added to | 27,500 | 1,080 | 0.58% | 0.49% | 67 | +2,500 | 10.0% | Q1 2026 | Apr 23, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 26,447 | 1,038 | 0.41% | 0.4% | 68 | -2,325 | -8.08% | Q1 2026 | Apr 29, 2026 |
| XML Financial, LLC | History | Reduced | 25,904 | 1,017 | 0.08% | 0.08% | 69 | -1,541 | -5.61% | Q1 2026 | Apr 16, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 24,202 | 1,012 | 0.65% | 0.63% | 70 | -940 | -3.74% | Q1 2026 | Apr 16, 2026 |
| PMG Family Office LLC | History | Added to | 25,712 | 1,009 | 1.13% | 1.08% | 71 | +245 | 0.96% | Q1 2026 | Apr 17, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 25,600 | 1,005 | 0.29% | 0.24% | 72 | +1,900 | 8.02% | Q1 2026 | Apr 28, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 23,952 | 940 | 0.45% | 0.37% | 73 | +3,945 | 19.72% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 22,081 | 867 | 0.0% | 0.0% | 74 | -1,708 | -7.18% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 23,328 | 853 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Added to | 21,500 | 844 | 0.2% | 0.17% | 76 | +1,000 | 4.88% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 21,392 | 840 | 0.0% | 0.0% | 77 | +1,331 | 6.63% | Q1 2026 | May 05, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 20,889 | 820 | 0.18% | 0.17% | 78 | +51 | 0.24% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 20,679 | 812 | 0.01% | 0.01% | 79 | +421 | 2.08% | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 20,495 | 805 | 0.0% | 0.0% | 80 | +19,545 | 2057.37% | Q1 2026 | May 01, 2026 |
| Atlas Brown,Inc. | History | Added to | 20,461 | 803 | 0.24% | 0.21% | 81 | +840 | 4.28% | Q1 2026 | Apr 17, 2026 |
| Welch Group, LLC | History | No change | 19,729 | 774 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Advisory Services Network, LLC | History | Added to | 19,445 | 763 | 0.01% | 0.01% | 83 | +41 | 0.21% | Q1 2026 | May 15, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 19,260 | 756 | 0.22% | 0.18% | 84 | +3,875 | 25.19% | Q1 2026 | Apr 30, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 19,029 | 747 | 0.38% | 0.33% | 85 | +2,143 | 12.69% | Q1 2026 | May 01, 2026 |
| Prospera Financial Services Inc | History | Reduced | 18,801 | 738 | 0.01% | 0.01% | 86 | -377 | -1.97% | Q1 2026 | Apr 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 18,283 | 718 | 0.0% | 0.0% | 87 | +32 | 0.18% | Q1 2026 | Apr 15, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 16,868 | 716 | 0.01% | 0.01% | 88 | +2,801 | 19.91% | Q1 2026 | May 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 17,753 | 697 | 0.03% | 0.02% | 89 | -37 | -0.21% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Wealth | History | Added to | 17,699 | 695 | 0.0% | 0.0% | 90 | +2,057 | 13.15% | Q1 2026 | May 14, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 17,376 | 692 | 0.15% | 0.15% | 91 | -825 | -4.53% | Q1 2026 | Apr 08, 2026 |
| Summit Financial, LLC | History | New | 17,523 | 688 | 0.01% | — | 93 | +17,523 | New | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 17,523 | 688 | 0.02% | 0.01% | 92 | +193 | 1.11% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 17,461 | 685 | 0.02% | 0.02% | 94 | +118 | 0.68% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 17,417 | 684 | 0.0% | 0.0% | 95 | +1,659 | 10.53% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 17,226 | 676 | 0.0% | 0.0% | 96 | +8,962 | 108.45% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 18,229 | 666 | 0.0% | 0.0% | 97 | +3,336 | 22.4% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 16,917 | 664 | 0.0% | 0.0% | 98 | -192 | -1.12% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Reduced | 16,777 | 659 | 0.03% | 0.03% | 99 | -487 | -2.82% | Q1 2026 | Apr 27, 2026 |
| Sunpointe, LLC | History | Reduced | 16,755 | 658 | 0.22% | 0.22% | 100 | -1,072 | -6.01% | Q1 2026 | Apr 21, 2026 |
| Certified Advisory Corp | History | Reduced | 16,007 | 628 | 0.06% | 0.05% | 101 | -139 | -0.86% | Q1 2026 | Apr 17, 2026 |
| Maridea Wealth Management LLC | History | Added to | 15,812 | 621 | 0.09% | 0.08% | 102 | +578 | 3.79% | Q1 2026 | Apr 21, 2026 |
| Vivaldi Capital Management LP | History | No change | 15,750 | 618 | 0.09% | 0.08% | 103 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 15,575 | 611 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 14,170 | 556 | 0.02% | 0.02% | 105 | +1,051 | 8.01% | Q1 2026 | Apr 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,955 | 554 | 0.01% | 0.01% | 106 | +787 | 5.98% | Q1 2026 | Apr 07, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 13,885 | 545 | 0.06% | 0.06% | 107 | +208 | 1.52% | Q1 2026 | May 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 13,749 | 540 | 0.04% | 0.03% | 108 | +9 | 0.07% | Q1 2026 | May 06, 2026 |
| MGO ONE SEVEN LLC | History | No change | 13,726 | 539 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Added to | 13,674 | 537 | 0.11% | 0.07% | 110 | +4,765 | 53.49% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,656 | 536 | 0.0% | 0.0% | 111 | +5,462 | 66.66% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 13,540 | 531 | 0.0% | 0.0% | 112 | +88 | 0.65% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 13,333 | 523 | 0.02% | 0.02% | 113 | +868 | 6.96% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 13,266 | 521 | 0.0% | 0.0% | 114 | -3,452 | -20.65% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | No change | 13,115 | 515 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 13,007 | 510 | 0.0% | 0.0% | 116 | +4,376 | 50.7% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Added to | 12,891 | 506 | 0.03% | 0.02% | 117 | +369 | 2.95% | Q1 2026 | May 14, 2026 |
| NEVILLE RODIE & SHAW INC | History | No change | 12,701 | 499 | 0.04% | 0.03% | 118 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 12,700 | 498 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 12,500 | 491 | 0.09% | 0.08% | 120 | +500 | 4.17% | Q1 2026 | May 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 11,795 | 463 | 0.01% | 0.01% | 121 | +1,413 | 13.61% | Q1 2026 | Apr 14, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Added to | 11,342 | 445 | 0.14% | 0.12% | 122 | +52 | 0.46% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 11,115 | 436 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| XTX Topco Ltd | History | New | 11,011 | 432 | 0.01% | — | 124 | +11,011 | New | Q1 2026 | May 15, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 10,997 | 431 | 0.07% | 0.07% | 125 | +111 | 1.02% | Q1 2026 | May 07, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 10,966 | 430 | 0.19% | 0.18% | 126 | -217 | -1.94% | Q1 2026 | May 01, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 10,707 | 420 | 0.05% | 0.04% | 127 | +766 | 7.71% | Q1 2026 | May 05, 2026 |
| RFG Advisory, LLC | History | Added to | 10,508 | 412 | 0.01% | 0.01% | 128 | +2,494 | 31.12% | Q1 2026 | Apr 17, 2026 |
| Bey-Douglas LLC | History | Added to | 10,239 | 402 | 0.35% | 0.27% | 129 | +1,658 | 19.32% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 10,212 | 401 | 0.0% | 0.0% | 130 | -35,280 | -77.55% | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | No change | 10,000 | 392 | 0.08% | 0.09% | 131 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Leslie Global Wealth, LLC | History | No change | 9,667 | 379 | 0.2% | 0.16% | 132 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Orca Investment Management, LLC | History | No change | 9,500 | 373 | 0.32% | 0.27% | 133 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Innova Wealth Partners | History | Added to | 9,481 | 372 | 0.18% | 0.12% | 134 | +3,120 | 49.05% | Q1 2026 | Apr 24, 2026 |
| Commerce Advisors, LLC | History | New | 9,451 | 371 | 0.31% | — | 135 | +9,451 | New | Q1 2026 | May 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 9,379 | 368 | 0.02% | 0.02% | 136 | +1,260 | 15.52% | Q1 2026 | Apr 30, 2026 |
| Costello Asset Management, INC | History | Added to | 9,050 | 355 | 0.12% | 0.11% | 137 | +15 | 0.17% | Q1 2026 | Apr 30, 2026 |
| City Center Advisors, LLC | History | Added to | 8,873 | 348 | 0.32% | 0.28% | 138 | +620 | 7.51% | Q1 2026 | Apr 07, 2026 |
| Virtu Financial LLC | History | New | 8,791 | 345 | 0.01% | — | 140 | +8,791 | New | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,803 | 345 | 0.01% | 0.01% | 139 | -1,981 | -18.37% | Q1 2026 | Apr 22, 2026 |
| Resurgent Financial Advisors LLC | History | New | 8,393 | 329 | 0.12% | — | 141 | +8,393 | New | Q1 2026 | May 12, 2026 |
| Estate Planners Group, LLC | History | Added to | 8,300 | 326 | 0.16% | 0.09% | 142 | +2,430 | 41.4% | Q1 2026 | May 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 8,291 | 325 | 0.0% | 0.0% | 143 | +190 | 2.35% | Q1 2026 | May 12, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 8,243 | 323 | 0.17% | 0.15% | 144 | +100 | 1.23% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 8,150 | 320 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 7,923 | 311 | 0.0% | 0.0% | 146 | +2,109 | 36.27% | Q1 2026 | May 04, 2026 |
| NWAM LLC | History | No change | 7,912 | 310 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Balboa Wealth Partners | History | Added to | 7,861 | 308 | 0.05% | 0.05% | 148 | +225 | 2.95% | Q1 2026 | Apr 16, 2026 |
| Purus Wealth Management, LLC | History | Added to | 7,785 | 305 | 0.1% | 0.08% | 149 | +545 | 7.53% | Q1 2026 | Apr 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 8,272 | 302 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Reduced | 7,537 | 296 | 0.01% | 0.01% | 151 | -585 | -7.2% | Q1 2026 | May 19, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,390 | 290 | 0.0% | 0.0% | 152 | +1,800 | 32.2% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 7,309 | 287 | 0.0% | 0.0% | 153 | +892 | 13.9% | Q1 2026 | May 12, 2026 |
| ELCO Management Co., LLC | History | No change | 7,250 | 284 | 0.14% | 0.17% | 154 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RDA Financial Network | History | Added to | 7,119 | 279 | 0.07% | 0.06% | 155 | +15 | 0.21% | Q1 2026 | Apr 08, 2026 |
| Investors Research Corp | History | No change | 7,077 | 277 | 0.05% | 0.05% | 156 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 6,927 | 272 | 0.0% | 0.0% | 157 | +58 | 0.84% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 6,897 | 270 | 0.02% | — | 158 | +6,897 | New | Q1 2026 | Apr 28, 2026 |
| ORG Partners LLC | History | No change | 7,169 | 262 | 0.05% | 0.05% | 159 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 6,617 | 259 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Allie Family Office LLC | History | No change | 6,490 | 254 | 0.11% | 0.11% | 161 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | New | 6,331 | 248 | 0.0% | — | 162 | +6,331 | New | Q1 2026 | Apr 27, 2026 |
| Ballew Advisors, Inc | History | Added to | 5,934 | 244 | 0.14% | 0.12% | 163 | +89 | 1.52% | Q1 2026 | Apr 10, 2026 |
| Hilltop Holdings Inc. | History | New | 6,210 | 243 | 0.02% | — | 164 | +6,210 | New | Q1 2026 | May 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 6,190 | 243 | 0.06% | — | 165 | +6,190 | New | Q1 2026 | Apr 17, 2026 |
| D.A. DAVIDSON & CO. | History | New | 6,146 | 241 | 0.0% | — | 166 | +6,146 | New | Q1 2026 | May 05, 2026 |
| Penbrook Management LLC | History | Added to | 6,125 | 240 | 0.18% | 0.15% | 167 | +100 | 1.66% | Q1 2026 | Apr 21, 2026 |
| Armor Investment Advisors, LLC | History | No change | 5,996 | 235 | 0.08% | 0.08% | 168 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NICOLET BANKSHARES INC | History | New | 5,870 | 233 | 0.01% | — | 169 | +5,870 | New | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 5,837 | 229 | 0.01% | 0.01% | 170 | -150 | -2.51% | Q1 2026 | Apr 29, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 5,777 | 226 | 0.13% | 0.12% | 171 | -173 | -2.91% | Q1 2026 | Apr 24, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 5,676 | 222 | 0.0% | — | 172 | +5,676 | New | Q1 2026 | Apr 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 5,604 | 220 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 5,450 | 214 | 0.11% | 0.11% | 174 | -200 | -3.54% | Q1 2026 | Apr 16, 2026 |
| Keystone Financial Group | History | New | 5,420 | 212 | 0.01% | — | 175 | +5,420 | New | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,379 | 211 | 0.0% | — | 177 | +5,379 | New | Q1 2026 | May 14, 2026 |
| RMR Capital Management, LLC | History | New | 5,373 | 211 | 0.15% | — | 176 | +5,373 | New | Q1 2026 | May 20, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | New | 5,350 | 210 | 0.1% | — | 178 | +5,350 | New | Q1 2026 | Apr 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 5,260 | 206 | 0.0% | — | 179 | +5,260 | New | Q1 2026 | May 11, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 5,215 | 204 | 0.12% | 0.11% | 180 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 5,120 | 201 | 0.0% | — | 181 | +5,120 | New | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 5,008 | 196 | 0.0% | 0.0% | 182 | +517 | 11.51% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | New | 4,568 | 179 | 0.51% | — | 183 | +4,568 | New | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Reduced | 4,539 | 178 | 0.01% | 0.01% | 184 | -6 | -0.13% | Q1 2026 | Apr 22, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,466 | 175 | 0.0% | 0.0% | 185 | +1,250 | 38.87% | Q1 2026 | May 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 4,142 | 162 | 0.01% | 0.01% | 186 | +5 | 0.12% | Q1 2026 | Apr 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,098 | 160 | 0.0% | 0.0% | 187 | +542 | 15.24% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 79,657 | 157 | 0.01% | 0.01% | 189 | -12,146 | -13.23% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 4,000 | 157 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,166 | 124 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,099 | 121 | 0.0% | 0.0% | 191 | +1,569 | 102.55% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,780 | 110 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | New | 2,700 | 106 | 0.01% | — | 193 | +2,700 | New | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 2,449 | 96 | 0.0% | 0.0% | 194 | +283 | 13.07% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 2,345 | 92 | 0.0% | 0.0% | 195 | +12 | 0.51% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,000 | 78 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,864 | 73 | 0.04% | 0.07% | 197 | -2,009 | -51.87% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,858 | 72 | 0.0% | — | 198 | +1,858 | New | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,760 | 69 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,747 | 68 | 0.0% | 0.0% | 200 | -547 | -23.84% | Q1 2026 | Apr 17, 2026 |
| Centerpoint Advisors, LLC | History | No change | 1,700 | 67 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,699 | 66 | 0.01% | 0.0% | 202 | +25 | 1.49% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,692 | 61 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bank of New Hampshire | History | No change | 1,560 | 61 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Nemes Rush Group LLC | History | New | 1,500 | 58 | 0.01% | — | 206 | +1,500 | New | Q1 2026 | Apr 21, 2026 |
| Colonial Trust Advisors | History | No change | 1,500 | 58 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| North Star Investment Management Corp. | History | No change | 1,450 | 56 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LRI Investments, LLC | History | No change | 1,440 | 56 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,420 | 55 | 0.0% | 0.0% | 209 | -22 | -1.53% | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,346 | 52 | 0.0% | — | 210 | +1,346 | New | Q1 2026 | Apr 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 1,042 | 40 | 0.01% | 0.01% | 211 | +10 | 0.97% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | New | 1,000 | 39 | 0.0% | — | 213 | +1,000 | New | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,000 | 39 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Osbon Capital Management LLC | History | New | 992 | 38 | 0.03% | — | 214 | +992 | New | Q1 2026 | May 15, 2026 |
| West Branch Capital LLC | History | Added to | 853 | 33 | 0.01% | 0.01% | 215 | +10 | 1.19% | Q1 2026 | Apr 14, 2026 |
| Caldwell Trust Co | History | No change | 825 | 32 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 744 | 29 | 0.0% | 0.0% | 217 | -251 | -25.23% | Q1 2026 | Apr 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 687 | 27 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 625 | 24 | 0.0% | 0.0% | 219 | +499 | 396.03% | Q1 2026 | May 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 580 | 23 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hilltop National Bank | History | No change | 590 | 23 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| UMB Bank, n.a. | History | No change | 574 | 22 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | No change | 554 | 21 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Parkside Financial Bank & Trust | History | No change | 485 | 19 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 500 | 19 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 395 | 15 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 356 | 14 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 358 | 14 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 320 | 12 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 300 | 11 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 306 | 11 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 297 | 11 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 266 | 10 | 0.0% | 0.0% | 234 | +4 | 1.53% | Q1 2026 | Apr 10, 2026 |
| ALERUS FINANCIAL NA | History | No change | 267 | 10 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 250 | 9 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 250 | 9 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 160 | 6 | 0.0% | 0.0% | 237 | +3 | 1.91% | Q1 2026 | Apr 20, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 124 | 5 | 0.0% | 0.0% | 238 | +2 | 1.64% | Q1 2026 | Apr 16, 2026 |
| MCF Advisors LLC | History | New | 100 | 3 | 0.0% | — | 243 | +100 | New | Q1 2026 | May 11, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 100 | 3 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 98 | 3 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Aspect Partners, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Motiv8 Investments LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 75 | 2 | 0.0% | — | 244 | +75 | New | Q1 2026 | Apr 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -358,292 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Advisors, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -294,426 | -100.0% | Q1 2026 | May 08, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -24,665 | -100.0% | Q1 2026 | May 12, 2026 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,579 | -100.0% | Q1 2026 | May 15, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.04% | — | -4,411 | -100.0% | Q1 2026 | May 08, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,500 | -100.0% | Q1 2026 | May 12, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,964 | -100.0% | Q1 2026 | May 06, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -850 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -540 | -100.0% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -383 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -278 | -100.0% | Q1 2026 | May 01, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -202 | -99.51% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q1 2026 | May 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | Apr 06, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3 | 0 | — | — | — | -4 | -57.14% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |