Velo3D, Inc. - VELO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,401,200 | 24,591 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,381,069 | 24,237 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AWM Investment Company, Inc. | History | No change | 1,322,066 | 23,202 | 2.01% | 2.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 1,003,982 | 17,619 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| JANE STREET GROUP, LLC | History | No change | 937,696 | 16,456 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEMA ETFS LLC | History | No change | 762,160 | 13,375 | 0.43% | 0.43% | 6 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Tidal Investments LLC | History | No change | 760,262 | 13,342 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 647,065 | 11,355 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | No change | 553,356 | 9,711 | 0.51% | 0.51% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 440,818 | 7,737 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 403,598 | 7,083 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 372,040 | 6,529 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 309,954 | 5,439 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 303,439 | 5,325 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ghisallo Capital Management LLC | History | No change | 200,000 | 3,510 | 0.07% | 0.07% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARK Investment Management LLC | History | No change | 194,753 | 3,417 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 193,705 | 3,399 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jump Financial, LLC | History | No change | 177,743 | 3,119 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | No change | 162,500 | 2,851 | 0.77% | 0.77% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 149,480 | 2,623 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 130,999 | 2,299 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 119,204 | 2,092 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 114,318 | 2,006 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invst, LLC | History | No change | 103,529 | 1,816 | 0.18% | 0.18% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 99,936 | 1,753 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 95,144 | 1,669 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 80,861 | 1,419 | 0.19% | 0.19% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 75,987 | 1,334 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 75,466 | 1,324 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 75,000 | 1,316 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 74,983 | 1,315 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | No change | 74,422 | 1,306 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 65,405 | 1,147 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 65,232 | 1,144 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clear Street Group Inc. | History | No change | 62,266 | 1,092 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marex Group Ltd | History | No change | 60,602 | 1,063 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 58,327 | 1,023 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 57,898 | 1,016 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VK Services, LLC | History | No change | 57,810 | 1,014 | 100.0% | 100.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 55,066 | 966 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cetera Investment Advisers | History | No change | 53,654 | 941 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 51,651 | 906 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 50,207 | 881 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 46,061 | 808 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 44,320 | 777 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 43,521 | 763 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 35,787 | 628 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sender Co & Partners, Inc. | History | No change | 33,319 | 584 | 0.17% | 0.17% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | No change | 33,103 | 580 | 0.06% | 0.06% | 49 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NOMURA HOLDINGS INC | History | No change | 32,000 | 561 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 31,764 | 557 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 27,208 | 477 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 27,081 | 475 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | No change | 20,516 | 360 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | No change | 20,000 | 351 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Connective Capital Management, LLC | History | No change | 19,659 | 345 | 0.24% | 0.24% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | No change | 18,318 | 321 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belvedere Trading LLC | History | No change | 17,300 | 303 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 16,534 | 290 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 16,437 | 288 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 16,390 | 287 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 15,791 | 277 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 15,650 | 274 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Byrne Asset Management LLC | History | No change | 14,280 | 250 | 0.14% | 0.14% | 64 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| DnB Asset Management AS | History | No change | 14,010 | 245 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 13,955 | 244 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 13,645 | 239 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 13,560 | 238 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 12,627 | 221 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | No change | 12,285 | 215 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 11,900 | 208 | 0.12% | 0.12% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | No change | 11,809 | 207 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | No change | 11,367 | 199 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 9,959 | 181 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 10,277 | 180 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MetLife Investment Management, LLC | History | No change | 10,190 | 178 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 8,920 | 157 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7,565 | 139 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bayforest Capital Ltd | History | No change | 7,777 | 136 | 0.13% | 0.13% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 7,574 | 132 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 7,527 | 132 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 8,369 | 130 | 0.15% | 0.15% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 7,200 | 126 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,700 | 100 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SBI Securities Co., Ltd. | History | No change | 5,363 | 94 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,872 | 85 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| State of Wyoming | History | No change | 4,704 | 82 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 4,631 | 81 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FNY Investment Advisers, LLC | History | No change | 3,681 | 64 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,653 | 60 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,874 | 50 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,800 | 49 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,744 | 48 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | No change | 2,100 | 36 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Larson Financial Group LLC | History | No change | 1,836 | 32 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,611 | 28 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legal & General Group Plc | History | No change | 1,602 | 28 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,499 | 26 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,326 | 23 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 1,100 | 19 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITY HOLDING CO | History | No change | 1,000 | 17 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,014 | 17 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 900 | 15 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MCF Advisors LLC | History | No change | 756 | 13 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 517 | 9 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 500 | 8 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 459 | 8 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 350 | 7 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 450 | 7 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 435 | 7 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hurley Capital, LLC | History | No change | 331 | 5 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Truvestments Capital LLC | History | No change | 330 | 5 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 330 | 5 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Investors Research Corp | History | No change | 280 | 4 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 250 | 4 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 227 | 3 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 200 | 3 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | No change | 220 | 3 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 101 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 70 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 60 | 1 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 84 | 1 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Nemes Rush Group LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aventura Private Wealth, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EASTERN BANK | History | New | 37 | 0 | — | — | — | +37 | New | Q3 2026 | Oct 05, 2026 |
| DANSKE BANK A/S | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stone House Investment Management, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crewe Advisors LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| REAP Financial Group, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |