Middlefield Banc Corp (MBCN)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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IFP Advisors, Inc

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$67 (-$2)

Filed 2026-04-13

BlackRock, Inc.

CLOSED

Shares0 from 464,415

Change-464,415 (-100%)

Value$0 (-$16.0M)

Filed 2026-05-13

Geode Capital Management, LLC

CLOSED

Shares0 from 172,196

Change-172,196 (-100%)

Value$0 (-$5.9M)

Filed 2026-05-15

State Street Corp

CLOSED

Shares0 from 112,447

Change-112,447 (-100%)

Value$0 (-$3.9M)

Filed 2026-05-15

Alliancebernstein L.P.

CLOSED

Shares0 from 105,015

Change-105,015 (-100%)

Value$0 (-$3.6M)

Filed 2026-05-15

Dimensional Fund Advisors LP

CLOSED

Shares0 from 84,399

Change-84,399 (-100%)

Value$0 (-$2.9M)

Filed 2026-05-07

Glazer Capital, LLC

CLOSED

Shares0 from 52,666

Change-52,666 (-100%)

Value$0 (-$1.8K)

Filed 2026-05-14

Bridgeway Capital Management, LLC

CLOSED

Shares0 from 50,775

Change-50,775 (-100%)

Value$0 (-$1.8M)

Filed 2026-05-15

Northern Trust Corp

CLOSED

Shares0 from 50,143

Change-50,143 (-100%)

Value$0 (-$1.7M)

Filed 2026-05-14

Stratos Investment Management, LLC

CLOSED

Shares0 from 39,404

Change-39,404 (-100%)

Value$0 (-$1.4M)

Filed 2026-04-28

Frazier Financial Advisors, LLC

CLOSED

Shares0 from 38,664

Change-38,664 (-100%)

Value$0 (-$1.3M)

Filed 2026-05-05

Clearstead Advisors, LLC

CLOSED

Shares0 from 34,684

Change-34,684 (-100%)

Value$0 (-$1.2M)

Filed 2026-05-06

Huntington National Bank

CLOSED

Shares0 from 33,309

Change-33,309 (-100%)

Value$0 (-$1.2M)

Filed 2026-05-15

Renaissance Technologies LLC

CLOSED

Shares0 from 33,212

Change-33,212 (-100%)

Value$0 (-$1.1M)

Filed 2026-05-14

JPMorgan Chase & Co

CLOSED

Shares0 from 33,007

Change-33,007 (-100%)

Value$0 (-$1.1M)

Filed 2026-05-13

Prelude Capital Management, LLC

CLOSED

Shares0 from 29,797

Change-29,797 (-100%)

Value$0 (-$1.0M)

Filed 2026-05-15

Bank of New York Mellon Corp

CLOSED

Shares0 from 26,936

Change-26,936 (-100%)

Value$0 (-$930.4K)

Filed 2026-05-05

Barclays PLC

CLOSED

Shares0 from 26,761

Change-26,761 (-100%)

Value$0 (-$924.3K)

Filed 2026-05-15

Citadel Advisors LLC

CLOSED

Shares0 from 25,714

Change-25,714 (-100%)

Value$0 (-$888.2K)

Filed 2026-05-15

CSS LLC

CLOSED

Shares0 from 23,507

Change-23,507 (-100%)

Value$0 (-$811.9K)

Filed 2026-05-15

Demming Financial Services Corp

CLOSED

Shares0 from 22,953

Change-22,953 (-100%)

Value$0 (-$792.8K)

Filed 2026-04-17

Charles Schwab Investment Management Inc

CLOSED

Shares0 from 21,424

Change-21,424 (-100%)

Value$0 (-$740.0K)

Filed 2026-05-15

Morgan Stanley

CLOSED

Shares0 from 20,541

Change-20,541 (-100%)

Value$0 (-$709.5K)

Filed 2026-05-15

Wells Fargo & Company

CLOSED

Shares0 from 19,053

Change-19,053 (-100%)

Value$0 (-$658.1K)

Filed 2026-07-08

Riggs Asset Managment Co. Inc.

CLOSED

Shares0 from 18,390

Change-18,390 (-100%)

Value$0 (-$635.2K)

Filed 2026-05-12

Bank of America Corp

CLOSED

Shares0 from 15,840

Change-15,840 (-100%)

Value$0 (-$547.1K)

Filed 2026-05-18

Jane Street Group, LLC

CLOSED

Shares0 from 15,267

Change-15,267 (-100%)

Value$0 (-$527.3K)

Filed 2026-05-12

Quantinno Capital Management LP

CLOSED

Shares0 from 15,101

Change-15,101 (-100%)

Value$0 (-$521.6K)

Filed 2026-05-15

Millennium Management LLC

CLOSED

Shares0 from 15,026

Change-15,026 (-100%)

Value$0 (-$519.0K)

Filed 2026-05-15

Cetera Investment Advisers

CLOSED

Shares0 from 14,335

Change-14,335 (-100%)

Value$0 (-$495.1K)

Filed 2026-05-13

Prospera Financial Services Inc

CLOSED

Shares0 from 13,828

Change-13,828 (-100%)

Value$0 (-$477.6K)

Filed 2026-04-14

Goldman Sachs Group Inc

CLOSED

Shares0 from 13,716

Change-13,716 (-100%)

Value$0 (-$473.8K)

Filed 2026-05-15

Oxford Asset Management LLP

CLOSED

Shares0 from 12,715

Change-12,715 (-100%)

Value$0 (-$439.2K)

Filed 2026-08-14

Nuveen, LLC

CLOSED

Shares0 from 12,437

Change-12,437 (-100%)

Value$0 (-$429.6K)

Filed 2026-04-30

United Capital Financial Advisors, LLC

CLOSED

Shares0 from 11,700

Change-11,700 (-100%)

Value$0 (-$404.1K)

Filed 2026-05-15

Squarepoint Ops LLC

CLOSED

Shares0 from 11,281

Change-11,281 (-100%)

Value$0 (-$389.6K)

Filed 2026-05-15

UBS Group AG

CLOSED

Shares0 from 10,953

Change-10,953 (-100%)

Value$0 (-$378.3K)

Filed 2026-05-05

HSBC Holdings PLC

CLOSED

Shares0 from 10,607

Change-10,607 (-100%)

Value$0 (-$363.7K)

Filed 2026-04-30

Rhumbline Advisers

CLOSED

Shares0 from 9,388

Change-9,388 (-100%)

Value$0 (-$324.3K)

Filed 2026-05-12

Cerity Partners LLC

CLOSED

Shares0 from 9,180

Change-9,180 (-100%)

Value$0 (-$317.1K)

Filed 2026-05-15

Keeler & Nadler Financial Planning & Wealth Management

CLOSED

Shares0 from 9,064

Change-9,064 (-100%)

Value$0 (-$313.1K)

Filed 2026-05-04

Mcdonald Partners LLC

CLOSED

Shares0 from 8,100

Change-8,100 (-100%)

Value$0 (-$279.8K)

Filed 2026-05-15

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 7,691

Change-7,691 (-100%)

Value$0 (-$266)

Filed 2026-04-30

Deutsche Bank Ag\

CLOSED

Shares0 from 7,578

Change-7,578 (-100%)

Value$0 (-$261.7K)

Filed 2026-05-06

YHB Investment Advisors, Inc.

CLOSED

Shares0 from 6,666

Change-6,666 (-100%)

Value$0 (-$230.2K)

Filed 2026-04-13

Ancora Advisors LLCA

CLOSED

Shares0 from 6,157

Change-6,157 (-100%)

Value$0 (-$212.7K)

Filed 2026-05-15

Invesco Ltd.

CLOSED

Shares0 from 5,972

Change-5,972 (-100%)

Value$0 (-$206.3K)

Filed 2026-07-15

MetLife Investment Management, LLC

CLOSED

Shares0 from 4,669

Change-4,669 (-100%)

Value$0 (-$161.3K)

Filed 2026-05-14

National Bank of Canada

CLOSED

Shares0 from 4,166

Change-4,166 (-100%)

Value$0 (-$142.5K)

Filed 2026-05-15

New York State Common Retirement Fund

CLOSED

Shares0 from 3,766

Change-3,766 (-100%)

Value$0 (-$130.1K)

Filed 2026-05-06

Mirae Asset Global Etfs Holdings Ltd.

CLOSED

Shares0 from 3,423

Change-3,423 (-100%)

Value$0 (-$118.2K)

Filed 2026-05-15

BNP Paribas Financial Markets

CLOSED

Shares0 from 2,255

Change-2,255 (-100%)

Value$0 (-$77.9K)

Filed 2026-05-12

Longfellow Investment Management Co LLC

CLOSED

Shares0 from 2,200

Change-2,200 (-100%)

Value$0 (-$76.0K)

Filed 2026-05-12

Police & Firemen's Retirement System of New Jersey

CLOSED

Shares0 from 2,047

Change-2,047 (-100%)

Value$0 (-$70.7K)

Filed 2026-04-29

Rockefeller Capital Management L.P.

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$69.1K)

Filed 2026-05-14

MAI Capital Management

CLOSED

Shares0 from 1,450

Change-1,450 (-100%)

Value$0 (-$50.1K)

Filed 2026-05-15

FMR LLC

CLOSED

Shares0 from 838

Change-838 (-100%)

Value$0 (-$29.0K)

Filed 2026-05-15

Gamma Investing LLC

CLOSED

Shares0 from 694

Change-694 (-100%)

Value$0 (-$24.0K)

Filed 2026-04-06

Legal & General Group Plc

CLOSED

Shares0 from 669

Change-669 (-100%)

Value$0 (-$23.1K)

Filed 2026-05-08

Russell Investments Group, Ltd.

CLOSED

Shares0 from 656

Change-656 (-100%)

Value$0 (-$22.7K)

Filed 2026-05-08

Ameritas Investment Partners, Inc.

CLOSED

Shares0 from 649

Change-649 (-100%)

Value$0 (-$22.4K)

Filed 2026-05-13

PenderFund Capital Management Ltd.

CLOSED

Shares0 from 604

Change-604 (-100%)

Value$0 (-$20.9K)

Filed 2026-05-15

Versant Capital Management, Inc

CLOSED

Shares0 from 548

Change-548 (-100%)

Value$0 (-$18.9K)

Filed 2026-04-07

California State Teachers Retirement System

CLOSED

Shares0 from 449

Change-449 (-100%)

Value$0 (-$15.5K)

Filed 2026-05-18

Sterling Capital Management LLC

CLOSED

Shares0 from 421

Change-421 (-100%)

Value$0 (-$14.5K)

Filed 2026-04-22

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 364

Change-364 (-100%)

Value$0 (-$12.6K)

Filed 2026-05-15

Jones Financial Companies Lllp

CLOSED

Shares0 from 303

Change-303 (-100%)

Value$0 (-$10.5K)

Filed 2026-05-15

Amalgamated Bank

CLOSED

Shares0 from 230

Change-230 (-100%)

Value$0 (-$8.0K)

Filed 2026-05-08

Royal Bank of Canada

CLOSED

Shares0 from 209

Change-209 (-100%)

Value$0 (-$6.0K)

Filed 2026-05-15

EverSource Wealth Advisors, LLC

CLOSED

Shares0 from 194

Change-194 (-100%)

Value$0 (-$6.7K)

Filed 2026-05-18

CWM, LLC

CLOSED

Shares0 from 190

Change-190 (-100%)

Value$0 (-$7)

Filed 2026-05-14

Citigroup Inc

CLOSED

Shares0 from 165

Change-165 (-100%)

Value$0 (-$5.7K)

Filed 2026-05-11

Nisa Investment Advisors, LLC

CLOSED

Shares0 from 131

Change-131 (-100%)

Value$0 (-$4.5K)

Filed 2026-04-30

Optiver Holding B.V.

CLOSED

Shares0 from 112

Change-112 (-100%)

Value$0 (-$3.9K)

Filed 2026-06-02

Arax Advisory Partners

CLOSED

Shares0 from 99

Change-99 (-100%)

Value$0 (-$3.4K)

Filed 2026-05-13

Signaturefd, LLC

CLOSED

Shares0 from 89

Change-89 (-100%)

Value$0 (-$3.1K)

Filed 2026-04-07

UBS Asset Management Americas LLC

CLOSED

Shares0 from 64

Change-64 (-100%)

Value$0 (-$2.2K)

Filed 2026-05-13

Essential Partners LLC

CLOSED

Shares0 from 26

Change-26 (-100%)

Value$0 (-$898)

Filed 2026-05-21

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$380)

Filed 2026-05-08

True Wealth Design, LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$139)

Filed 2026-04-13

Farther Finance Advisors, LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$138)

Filed 2026-04-07

Rothschild Investment LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$35)

Filed 2026-05-07

Covestor Ltd

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2026-05-05

Sunbelt Securities, Inc.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$35)

Filed 2026-05-18

Vanguard Group Inc

DECREASED

Shares0 from 411,069

Change-411,069 (-100%)

Value$0 (-$14.2M)

Filed 2026-05-14

Redmont Wealth Advisors LLC

N/A

Shares— from 26,376

Change-26,376 (-100%)

Value—

	Status
IFP Advisors, Inc	UNCHANGED	2	2	0	0%	$69	$67	-$2	2026-04-13
BlackRock, Inc.	CLOSED	0	464,415	-464,415	-100%	$16.0M	$0	-$16.0M	2026-05-13
Geode Capital Management, LLC	CLOSED	0	172,196	-172,196	-100%	$5.9M	$0	-$5.9M	2026-05-15
State Street Corp	CLOSED	0	112,447	-112,447	-100%	$3.9M	$0	-$3.9M	2026-05-15
Alliancebernstein L.P.	CLOSED	0	105,015	-105,015	-100%	$3.6M	$0	-$3.6M	2026-05-15
Dimensional Fund Advisors LP	CLOSED	0	84,399	-84,399	-100%	$2.9M	$0	-$2.9M	2026-05-07
Glazer Capital, LLC	CLOSED	0	52,666	-52,666	-100%	$1.8K	$0	-$1.8K	2026-05-14
Bridgeway Capital Management, LLC	CLOSED	0	50,775	-50,775	-100%	$1.8M	$0	-$1.8M	2026-05-15
Northern Trust Corp	CLOSED	0	50,143	-50,143	-100%	$1.7M	$0	-$1.7M	2026-05-14
Stratos Investment Management, LLC	CLOSED	0	39,404	-39,404	-100%	$1.4M	$0	-$1.4M	2026-04-28
Frazier Financial Advisors, LLC	CLOSED	0	38,664	-38,664	-100%	$1.3M	$0	-$1.3M	2026-05-05
Clearstead Advisors, LLC	CLOSED	0	34,684	-34,684	-100%	$1.2M	$0	-$1.2M	2026-05-06
Huntington National Bank	CLOSED	0	33,309	-33,309	-100%	$1.2M	$0	-$1.2M	2026-05-15
Renaissance Technologies LLC	CLOSED	0	33,212	-33,212	-100%	$1.1M	$0	-$1.1M	2026-05-14
JPMorgan Chase & Co	CLOSED	0	33,007	-33,007	-100%	$1.1M	$0	-$1.1M	2026-05-13
Prelude Capital Management, LLC	CLOSED	0	29,797	-29,797	-100%	$1.0M	$0	-$1.0M	2026-05-15
Bank of New York Mellon Corp	CLOSED	0	26,936	-26,936	-100%	$930.4K	$0	-$930.4K	2026-05-05
Barclays PLC	CLOSED	0	26,761	-26,761	-100%	$924.3K	$0	-$924.3K	2026-05-15
Citadel Advisors LLC	CLOSED	0	25,714	-25,714	-100%	$888.2K	$0	-$888.2K	2026-05-15
CSS LLC	CLOSED	0	23,507	-23,507	-100%	$811.9K	$0	-$811.9K	2026-05-15
Demming Financial Services Corp	CLOSED	0	22,953	-22,953	-100%	$792.8K	$0	-$792.8K	2026-04-17
Charles Schwab Investment Management Inc	CLOSED	0	21,424	-21,424	-100%	$740.0K	$0	-$740.0K	2026-05-15
Morgan Stanley	CLOSED	0	20,541	-20,541	-100%	$709.5K	$0	-$709.5K	2026-05-15
Wells Fargo & Company	CLOSED	0	19,053	-19,053	-100%	$658.1K	$0	-$658.1K	2026-07-08
Riggs Asset Managment Co. Inc.	CLOSED	0	18,390	-18,390	-100%	$635.2K	$0	-$635.2K	2026-05-12
Bank of America Corp	CLOSED	0	15,840	-15,840	-100%	$547.1K	$0	-$547.1K	2026-05-18
Jane Street Group, LLC	CLOSED	0	15,267	-15,267	-100%	$527.3K	$0	-$527.3K	2026-05-12
Quantinno Capital Management LP	CLOSED	0	15,101	-15,101	-100%	$521.6K	$0	-$521.6K	2026-05-15
Millennium Management LLC	CLOSED	0	15,026	-15,026	-100%	$519.0K	$0	-$519.0K	2026-05-15
Cetera Investment Advisers	CLOSED	0	14,335	-14,335	-100%	$495.1K	$0	-$495.1K	2026-05-13
Prospera Financial Services Inc	CLOSED	0	13,828	-13,828	-100%	$477.6K	$0	-$477.6K	2026-04-14
Goldman Sachs Group Inc	CLOSED	0	13,716	-13,716	-100%	$473.8K	$0	-$473.8K	2026-05-15
Oxford Asset Management LLP	CLOSED	0	12,715	-12,715	-100%	$439.2K	$0	-$439.2K	2026-08-14
Nuveen, LLC	CLOSED	0	12,437	-12,437	-100%	$429.6K	$0	-$429.6K	2026-04-30
United Capital Financial Advisors, LLC	CLOSED	0	11,700	-11,700	-100%	$404.1K	$0	-$404.1K	2026-05-15
Squarepoint Ops LLC	CLOSED	0	11,281	-11,281	-100%	$389.6K	$0	-$389.6K	2026-05-15
UBS Group AG	CLOSED	0	10,953	-10,953	-100%	$378.3K	$0	-$378.3K	2026-05-05
HSBC Holdings PLC	CLOSED	0	10,607	-10,607	-100%	$363.7K	$0	-$363.7K	2026-04-30
Rhumbline Advisers	CLOSED	0	9,388	-9,388	-100%	$324.3K	$0	-$324.3K	2026-05-12
Cerity Partners LLC	CLOSED	0	9,180	-9,180	-100%	$317.1K	$0	-$317.1K	2026-05-15
Keeler & Nadler Financial Planning & Wealth Management	CLOSED	0	9,064	-9,064	-100%	$313.1K	$0	-$313.1K	2026-05-04
Mcdonald Partners LLC	CLOSED	0	8,100	-8,100	-100%	$279.8K	$0	-$279.8K	2026-05-15
Cambridge Investment Research Advisors, Inc.	CLOSED	0	7,691	-7,691	-100%	$266	$0	-$266	2026-04-30
Deutsche Bank Ag\	CLOSED	0	7,578	-7,578	-100%	$261.7K	$0	-$261.7K	2026-05-06
YHB Investment Advisors, Inc.	CLOSED	0	6,666	-6,666	-100%	$230.2K	$0	-$230.2K	2026-04-13
Ancora Advisors LLCA	CLOSED	0	6,157	-6,157	-100%	$212.7K	$0	-$212.7K	2026-05-15
Invesco Ltd.	CLOSED	0	5,972	-5,972	-100%	$206.3K	$0	-$206.3K	2026-07-15
MetLife Investment Management, LLC	CLOSED	0	4,669	-4,669	-100%	$161.3K	$0	-$161.3K	2026-05-14
National Bank of Canada	CLOSED	0	4,166	-4,166	-100%	$142.5K	$0	-$142.5K	2026-05-15
New York State Common Retirement Fund	CLOSED	0	3,766	-3,766	-100%	$130.1K	$0	-$130.1K	2026-05-06
Mirae Asset Global Etfs Holdings Ltd.	CLOSED	0	3,423	-3,423	-100%	$118.2K	$0	-$118.2K	2026-05-15
BNP Paribas Financial Markets	CLOSED	0	2,255	-2,255	-100%	$77.9K	$0	-$77.9K	2026-05-12
Longfellow Investment Management Co LLC	CLOSED	0	2,200	-2,200	-100%	$76.0K	$0	-$76.0K	2026-05-12
Police & Firemen's Retirement System of New Jersey	CLOSED	0	2,047	-2,047	-100%	$70.7K	$0	-$70.7K	2026-04-29
Rockefeller Capital Management L.P.	CLOSED	0	2,000	-2,000	-100%	$69.1K	$0	-$69.1K	2026-05-14
MAI Capital Management	CLOSED	0	1,450	-1,450	-100%	$50.1K	$0	-$50.1K	2026-05-15
FMR LLC	CLOSED	0	838	-838	-100%	$29.0K	$0	-$29.0K	2026-05-15
Gamma Investing LLC	CLOSED	0	694	-694	-100%	$24.0K	$0	-$24.0K	2026-04-06
Legal & General Group Plc	CLOSED	0	669	-669	-100%	$23.1K	$0	-$23.1K	2026-05-08
Russell Investments Group, Ltd.	CLOSED	0	656	-656	-100%	$22.7K	$0	-$22.7K	2026-05-08
Ameritas Investment Partners, Inc.	CLOSED	0	649	-649	-100%	$22.4K	$0	-$22.4K	2026-05-13
PenderFund Capital Management Ltd.	CLOSED	0	604	-604	-100%	$20.9K	$0	-$20.9K	2026-05-15
Versant Capital Management, Inc	CLOSED	0	548	-548	-100%	$18.9K	$0	-$18.9K	2026-04-07
California State Teachers Retirement System	CLOSED	0	449	-449	-100%	$15.5K	$0	-$15.5K	2026-05-18
Sterling Capital Management LLC	CLOSED	0	421	-421	-100%	$14.5K	$0	-$14.5K	2026-04-22
Tower Research Capital LLC (TRC)	CLOSED	0	364	-364	-100%	$12.6K	$0	-$12.6K	2026-05-15
Jones Financial Companies Lllp	CLOSED	0	303	-303	-100%	$10.5K	$0	-$10.5K	2026-05-15
Amalgamated Bank	CLOSED	0	230	-230	-100%	$8.0K	$0	-$8.0K	2026-05-08
Royal Bank of Canada	CLOSED	0	209	-209	-100%	$6.0K	$0	-$6.0K	2026-05-15
EverSource Wealth Advisors, LLC	CLOSED	0	194	-194	-100%	$6.7K	$0	-$6.7K	2026-05-18
CWM, LLC	CLOSED	0	190	-190	-100%	$7	$0	-$7	2026-05-14
Citigroup Inc	CLOSED	0	165	-165	-100%	$5.7K	$0	-$5.7K	2026-05-11
Nisa Investment Advisors, LLC	CLOSED	0	131	-131	-100%	$4.5K	$0	-$4.5K	2026-04-30
Optiver Holding B.V.	CLOSED	0	112	-112	-100%	$3.9K	$0	-$3.9K	2026-06-02
Arax Advisory Partners	CLOSED	0	99	-99	-100%	$3.4K	$0	-$3.4K	2026-05-13
Signaturefd, LLC	CLOSED	0	89	-89	-100%	$3.1K	$0	-$3.1K	2026-04-07
UBS Asset Management Americas LLC	CLOSED	0	64	-64	-100%	$2.2K	$0	-$2.2K	2026-05-13
Essential Partners LLC	CLOSED	0	26	-26	-100%	$898	$0	-$898	2026-05-21
PNC Financial Services Group, Inc.	CLOSED	0	11	-11	-100%	$380	$0	-$380	2026-05-08
True Wealth Design, LLC	CLOSED	0	4	-4	-100%	$139	$0	-$139	2026-04-13
Farther Finance Advisors, LLC	CLOSED	0	4	-4	-100%	$138	$0	-$138	2026-04-07
Rothschild Investment LLC	CLOSED	0	1	-1	-100%	$35	$0	-$35	2026-05-07
Covestor Ltd	CLOSED	0	1	-1	-100%	$0	$0	$0	2026-05-05
Sunbelt Securities, Inc.	CLOSED	0	1	-1	-100%	$35	$0	-$35	2026-05-18
Vanguard Group Inc	DECREASED	0	411,069	-411,069	-100%	$14.2M	$0	-$14.2M	2026-05-14
Redmont Wealth Advisors LLC	N/A	—	26,376	-26,376	-100%	$911.0K	—	—	—

Showing 86 of 86 institutions