Angi Inc. - ANGI

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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 4,688,180 27,894 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
Pale Fire Capital SE History No change 3,930,416 23,385 1.65% 1.65% 2 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 1,641,443 9,766 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 1,579,538 9,387 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 1,537,367 9,147 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,412,232 8,402 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 1,030,345 6,130 0.0% 0.0% 7 0 0.0% Q2 2026 Sep 02, 2026
GOLDMAN SACHS GROUP INC History No change 1,004,021 5,973 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
DAVIS SELECTED ADVISERS History No change 932,653 5,549 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 922,788 5,370 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 843,593 5,019 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 841,315 5,007 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 827,341 4,922 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 817,072 4,861 0.0% 0.0% 14 0 0.0% Q2 2026 Sep 22, 2026
LSV ASSET MANAGEMENT History No change 654,600 3,895 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 06, 2026
FLAX POND CAPITAL, LLC History No change 560,291 3,837 3.03% 3.03% 16 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 554,060 3,296 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 480,343 2,858 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 478,688 2,848 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 449,258 2,673 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
WESTERLY CAPITAL MANAGEMENT, LLC History No change 440,921 2,623 0.48% 0.48% 21 0 0.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 371,673 2,211 0.04% 0.04% 22 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 357,828 2,129 0.0% 0.0% 23 0 0.0% Q2 2026 Sep 02, 2026
Vanguard Global Advisers, LLC History No change 333,768 1,985 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 328,733 1,955 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 291,602 1,735 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 271,194 1,613 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 258,298 1,536 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 226,488 1,347 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 198,910 1,173 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 12, 2026
Empowered Funds, LLC History No change 175,773 1,045 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 173,338 1,026 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
ALLEN OPERATIONS LLC History No change 167,756 998 0.14% 0.14% 33 0 0.0% Q2 2026 Aug 05, 2026
Joel Isaacson & Co., LLC History No change 167,704 997 0.03% 0.03% 34 0 0.0% Q2 2026 Aug 04, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 162,109 964 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 11, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 151,875 903 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 149,587 890 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 06, 2026
Russell Investments Group, Ltd. History No change 141,622 839 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 136,482 812 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
OP Asset Management Ltd History No change 128,178 762 0.01% 0.01% 40 0 0.0% Q2 2026 Jul 28, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 126,683 753 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
UHLMANN PRICE SECURITIES, LLC History No change 121,855 724 0.03% 0.03% 42 0 0.0% Q2 2026 Jul 24, 2026
UBS Group AG History No change 119,922 713 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 115,143 685 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 07, 2026
Inspire Investing, LLC History No change 114,475 681 0.03% 0.03% 45 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 104,619 622 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 104,674 622 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 102,594 610 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 14, 2026
METEORA CAPITAL, LLC History No change 100,000 595 0.05% 0.05% 49 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 88,000 524 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 86,740 516 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 03, 2026
IMC-Chicago, LLC History No change 80,309 477 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 06, 2026
Nuveen, LLC History No change 78,949 469 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 11, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 76,119 452 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 10, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 72,545 432 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History No change 71,500 425 0.0% 0.0% 56 0 0.0% Q2 2026 Jul 30, 2026
Engineers Gate Manager LP History No change 67,100 399 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 14, 2026
Diametric Capital, LP History No change 65,303 388 0.04% 0.04% 58 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 47,260 323 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 51,756 307 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
Crossingbridge Advisors, LLC History No change 50,000 297 0.05% 0.05% 61 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 49,939 297 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
AlphaCentric Advisors LLC History No change 50,000 297 0.25% 0.25% 63 0 0.0% Q2 2026 Jul 24, 2026
RHUMBLINE ADVISERS History No change 47,879 284 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 11, 2026
Caprock Group, LLC History No change 45,804 272 0.01% 0.01% 65 0 0.0% Q2 2026 Jul 27, 2026
Jain Global LLC History No change 45,352 269 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 44,422 264 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 43,360 257 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 40,483 240 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 33,541 209 0.0% 0.0% 70 0 0.0% Q2 2026 Jul 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 33,376 198 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 33,400 198 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 28,542 169 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 27,512 163 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 27,171 161 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 25,032 148 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 24,262 144 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 19, 2026
Corient Private Wealth LP History No change 23,451 139 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 27, 2026
ROYCE & ASSOCIATES LP History No change 22,867 136 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
GABELLI FUNDS LLC History No change 22,003 130 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 12, 2026
AXQ CAPITAL, LP History No change 21,929 130 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 06, 2026
Virtu Financial LLC History No change 20,796 124 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 20,483 121 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 20,052 119 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
SHUFRO ROSE & CO LLC History No change 19,939 118 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 19,307 114 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 18,898 112 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History No change 17,161 101 0.0% 0.0% 88 0 0.0% Q2 2026 Jul 20, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 15,444 91 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History No change 14,555 86 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 10, 2026
CITIGROUP INC History No change 13,550 80 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 03, 2026
Pallas Capital Advisors LLC History No change 13,363 79 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 07, 2026
State of Wyoming History No change 12,259 72 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 06, 2026
Summit Trail Advisors, LLC History No change 11,624 69 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 11, 2026
BANK OF MONTREAL /CAN/ History No change 11,134 66 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 12, 2026
Police & Firemen's Retirement System of New Jersey History No change 11,244 66 0.0% 0.0% 96 0 0.0% Q2 2026 Jul 23, 2026
MACKENZIE FINANCIAL CORP History No change 10,046 59 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 7,100 42 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 6,081 36 0.0% 0.0% 99 0 0.0% Q2 2026 Jul 29, 2026
Versant Capital Management, Inc History Added to 5,810 33 0.0% 0.0% 100 +2,608 81.45% Q3 2026 Oct 01, 2026
GAMMA Investing LLC History Added to 4,475 25 0.0% 0.0% 101 +4,085 1047.44% Q3 2026 Oct 08, 2026
Arax Advisory Partners History No change 4,063 24 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 10, 2026
Ameritas Investment Partners, Inc. History No change 3,399 20 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 3,233 19 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 3,280 19 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 3,056 18 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 17, 2026
Tower Research Capital LLC (TRC) History No change 3,020 17 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 11, 2026
MEEDER ASSET MANAGEMENT INC History No change 2,455 14 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 07, 2026
Persistent Asset Partners Ltd History No change 2,236 13 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,755 10 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD BANCORP History No change 1,564 9 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 05, 2026
Farther Finance Advisors, LLC History Added to 1,246 7 0.0% 0.0% 112 +790 173.25% Q3 2026 Oct 08, 2026
Allworth Financial LP History No change 1,139 6 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History No change 1,020 6 0.0% 0.0% 114 0 0.0% Q2 2026 Jul 24, 2026
True Wealth Design, LLC History No change 1,014 6 0.0% 0.0% 115 0 0.0% Q2 2026 Jul 16, 2026
FEDERATED HERMES, INC. History No change 861 5 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 871 5 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History No change 657 3 0.0% 0.0% 118 0 0.0% Q2 2026 Jul 28, 2026
Global Retirement Partners, LLC History No change 617 3 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 06, 2026
Covestor Ltd History No change 530 3 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 07, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 405 2 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 24, 2026
Rockefeller Capital Management L.P. History No change 410 2 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 188 1 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 334 1 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 292 1 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 183 1 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
Bollard Group LLC History No change 88 1 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
Capital Advisors, Ltd. LLC History No change 161 1 0.0% 0.0% 128 0 0.0% Q2 2026 Jul 16, 2026
Essential Partners LLC History No change 250 1 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 10, 2026
BROWN BROTHERS HARRIMAN & CO History No change 122 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
FIRST HORIZON CORP History No change 10 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
HUNTINGTON NATIONAL BANK History No change 79 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
DANSKE BANK A/S History No change 6 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Clearstead Advisors, LLC History No change 83 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
ALERUS FINANCIAL NA History No change 14 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 19 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
UMB Bank, n.a. History No change 164 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
C M BIDWELL & ASSOCIATES LTD History No change 7 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
TRUST CO OF VERMONT History No change 28 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
WHITTIER TRUST CO History No change 139 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Marquette Asset Management, LLC History No change 98 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
Plante Moran Financial Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History No change 6 0 — — — 0 0.0% Q2 2026 Sep 04, 2026
SIGNATUREFD, LLC History No change 79 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
FINANCIAL CONSULATE, INC History No change 131 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Parallel Advisors, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Steward Partners Investment Advisory, LLC History No change 79 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
IFG Advisory, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Steigerwald, Gordon & Koch Inc. History No change 15 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Salomon & Ludwin, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Physician Wealth Advisors, Inc. History No change 14 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
RMG Wealth Management LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
NFSG Corp History No change 17 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
SJS Investment Consulting Inc. History No change 31 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Cromwell Holdings LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
CoreCap Advisors, LLC History No change 7 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
Evolution Advisers, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Quent Capital, LLC History No change 56 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 28 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Signature Resources Capital Management, LLC History No change 28 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
DiNuzzo Private Wealth, Inc. History No change 26 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Freestone Grove Partners LP History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 66 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Sachetta, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Private Wealth Management Group, LLC History No change 19 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Federation des caisses Desjardins du Quebec History No change 104 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
LRI Investments, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Ankerstar Wealth, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Boreal Capital Management LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Beacon Financial Strategies CORP History No change 36 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Godfrey Financial Associates, Inc. History No change 26 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Keating Financial Advisory Services, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Basecamp Wealth Advisors LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 7 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
PlanVest Financial, Inc History No change 3 0 — — — 0 0.0% Q2 2026 Aug 10, 2026