Waterstone Financial, Inc. - WSBF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 1,641,766 | 34,033 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,421,942 | 27,955 | 0.01% | 0.01% | 2 | +3,997 | 0.28% | Q3 2026 | Nov 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,051,571 | 21,799 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 641,005 | 13,288 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 398,372 | 8,258 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 388,225 | 7,633 | 0.0% | 0.0% | 6 | -253 | -0.07% | Q3 2026 | Nov 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 341,972 | 7,089 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 259,089 | 5,370 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSM Advisors, LLC | History | No change | 221,070 | 4,583 | 0.1% | 0.1% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 211,375 | 4,381 | 0.08% | 0.08% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 197,809 | 4,100 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 196,657 | 4,076 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 169,424 | 3,512 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 167,095 | 3,463 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DONALD SMITH & CO., INC. | History | No change | 164,590 | 3,411 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 143,761 | 2,980 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 129,105 | 2,676 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 119,139 | 2,469 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 115,282 | 2,389 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 113,777 | 2,358 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 101,889 | 2,112 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fourthstone LLC | History | No change | 98,910 | 2,054 | 1.46% | 1.46% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 96,679 | 2,004 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 98,748 | 1,941 | 0.0% | 0.0% | 24 | +9,877 | 11.11% | Q3 2026 | Nov 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 96,341 | 1,894 | 0.0% | 0.0% | 25 | +5,777 | 6.38% | Q3 2026 | Nov 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 78,020 | 1,533 | 0.02% | 0.02% | 26 | +2,000 | 2.63% | Q3 2026 | Nov 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 64,549 | 1,338 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 59,258 | 1,228 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Teton Advisors, LLC | History | No change | 59,000 | 1,223 | 0.71% | 0.71% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 59,582 | 1,171 | 0.15% | 0.15% | 30 | -166 | -0.28% | Q3 2026 | Nov 04, 2026 |
| HSBC HOLDINGS PLC | History | No change | 49,490 | 1,022 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 45,949 | 903 | 0.0% | 0.0% | 32 | +27,289 | 146.24% | Q3 2026 | Nov 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 43,353 | 898 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 41,778 | 866 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | Added to | 43,000 | 845 | 0.0% | 0.0% | 35 | +8,600 | 25.0% | Q3 2026 | Oct 30, 2026 |
| Nuveen, LLC | History | Reduced | 41,911 | 823 | 0.0% | 0.0% | 36 | -1,719 | -3.94% | Q3 2026 | Nov 10, 2026 |
| ALGERT GLOBAL LLC | History | No change | 37,700 | 781 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 37,797 | 743 | 0.0% | 0.0% | 38 | +10,596 | 38.95% | Q3 2026 | Nov 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 34,800 | 721 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 33,926 | 703 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 31,878 | 660 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 27,092 | 561 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LSV ASSET MANAGEMENT | History | New | 26,400 | 519 | 0.0% | — | 43 | +26,400 | New | Q3 2026 | Nov 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 26,505 | 477 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 22,417 | 464 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 21,769 | 451 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 20,400 | 422 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 19,509 | 404 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Odyssean, LLC | History | No change | 19,292 | 399 | 0.06% | 0.06% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 18,543 | 384 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 18,624 | 366 | 0.0% | 0.0% | 51 | +5,423 | 41.08% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,563 | 363 | 0.0% | 0.0% | 52 | +1,739 | 10.34% | Q3 2026 | Oct 13, 2026 |
| Invesco Ltd. | History | No change | 17,469 | 362 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 15,207 | 315 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 14,519 | 285 | 0.0% | 0.0% | 55 | +5,357 | 58.47% | Q3 2026 | Nov 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 13,509 | 280 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 12,958 | 254 | 0.0% | 0.0% | 57 | -1,850 | -12.49% | Q3 2026 | Nov 06, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 12,200 | 252 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 11,748 | 242 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jump Financial, LLC | History | No change | 11,600 | 240 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 11,203 | 233 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 10,687 | 221 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 11,065 | 217 | 0.0% | 0.0% | 63 | +85 | 0.77% | Q3 2026 | Nov 10, 2026 |
| Corient Private Wealth LP | History | No change | 10,128 | 209 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Cerity Partners LLC | History | No change | 9,903 | 205 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D'Orazio & Associates, Inc. | History | New | 10,170 | 199 | 0.02% | — | 66 | +10,170 | New | Q3 2026 | Nov 04, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 10,083 | 198 | 0.01% | 0.01% | 67 | -26 | -0.26% | Q3 2026 | Oct 23, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 9,726 | 194 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 8,825 | 182 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 8,151 | 168 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,046 | 146 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 6,960 | 144 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 6,818 | 141 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,401 | 125 | 0.0% | 0.0% | 74 | +498 | 8.44% | Q3 2026 | Nov 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 4,855 | 100 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 3,608 | 70 | 0.0% | 0.0% | 76 | -1,969 | -35.31% | Q3 2026 | Nov 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,335 | 65 | 0.0% | 0.0% | 77 | +65 | 1.99% | Q3 2026 | Oct 08, 2026 |
| CITIGROUP INC | History | Reduced | 2,883 | 56 | 0.0% | 0.0% | 78 | -4,112 | -58.78% | Q3 2026 | Nov 04, 2026 |
| Versant Capital Management, Inc | History | No change | 2,472 | 48 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 1,997 | 41 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,998 | 41 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,492 | 30 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 1,441 | 29 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,233 | 25 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,186 | 24 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,159 | 22 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,080 | 21 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,014 | 19 | 0.0% | 0.0% | 88 | +15 | 1.5% | Q3 2026 | Nov 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 777 | 16 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 795 | 16 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 533 | 11 | 0.0% | 0.0% | 91 | +77 | 16.89% | Q3 2026 | Nov 06, 2026 |
| State of Wyoming | History | Reduced | 508 | 9 | 0.0% | 0.0% | 92 | -169 | -24.96% | Q3 2026 | Oct 28, 2026 |
| IFP Advisors, Inc | History | Added to | 432 | 8 | 0.0% | 0.0% | 93 | +11 | 2.61% | Q3 2026 | Oct 16, 2026 |
| Larson Financial Group LLC | History | New | 271 | 5 | 0.0% | — | 99 | +271 | New | Q3 2026 | Nov 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 296 | 5 | 0.0% | 0.0% | 95 | -208 | -41.27% | Q3 2026 | Oct 05, 2026 |
| GAMMA Investing LLC | History | Added to | 270 | 5 | 0.0% | 0.0% | 97 | +76 | 39.18% | Q3 2026 | Oct 08, 2026 |
| Essential Partners LLC | History | Reduced | 301 | 5 | 0.0% | 0.0% | 98 | -30 | -9.06% | Q3 2026 | Oct 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 299 | 5 | 0.0% | 0.0% | 96 | -7 | -2.29% | Q3 2026 | Oct 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 273 | 5 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 198 | 4 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 209 | 4 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| JPL Wealth Management, LLC | History | No change | 220 | 4 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 201 | 3 | 0.0% | 0.0% | 103 | -15 | -6.94% | Q3 2026 | Nov 10, 2026 |
| Optiver Holding B.V. | History | No change | 156 | 3 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 168 | 3 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 109 | 2 | 0.0% | 0.0% | 106 | -233 | -68.13% | Q3 2026 | Nov 09, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 138 | 2 | 0.0% | — | 109 | +122 | 762.5% | Q3 2026 | Oct 26, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 115 | 2 | 0.0% | 0.0% | 110 | -5 | -4.17% | Q3 2026 | Oct 19, 2026 |
| FEDERATED HERMES, INC. | History | No change | 109 | 2 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 102 | 2 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BESSEMER GROUP INC | History | New | 59 | 1 | 0.0% | — | 115 | +59 | New | Q3 2026 | Nov 09, 2026 |
| Covestor Ltd | History | Added to | 50 | 1 | 0.0% | — | 113 | +31 | 163.16% | Q3 2026 | Oct 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 74 | 1 | 0.0% | 0.0% | 111 | +14 | 23.33% | Q3 2026 | Oct 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 95 | 1 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| True Wealth Design, LLC | History | No change | 65 | 1 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -22,600 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -176 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Root Financial Partners, LLC | History | New | 47 | 0 | — | — | — | +47 | New | Q3 2026 | Oct 21, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 19 | 0 | — | — | — | +14 | 280.0% | Q3 2026 | Oct 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Clearstead Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Nov 06, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| CoreCap Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Fortitude Family Office, LLC | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Quarry LP | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Torren Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |