Baldwin Insurance Group, Inc. - BWIN

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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
FMR LLC History Added to 14,752,216 392,113 0.02% 0.02% 1 +798,154 5.72% Q2 2026 Aug 13, 2026
BlackRock, Inc. History Added to 7,251,950 192,756 0.0% 0.0% 2 +600,650 9.03% Q2 2026 Aug 07, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 6,732,965 178,962 0.54% 0.49% 3 -61,527 -0.91% Q2 2026 Aug 11, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Reduced 3,262,912 86,728 0.0% 0.0% 4 -212,219 -6.11% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Reduced 3,166,381 84,162 0.0% 0.0% 5 -298,538 -8.62% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History Reduced 3,077,351 81,795 0.01% 0.02% 6 -840,736 -21.46% Q2 2026 Aug 06, 2026
BAMCO INC /NY/ History Added to 2,712,386 72,095 0.11% 0.18% 7 +2,318 0.09% Q2 2026 Aug 14, 2026
STATE STREET CORP History Added to 2,665,874 70,829 0.0% 0.0% 8 +192,620 7.79% Q2 2026 Aug 07, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,339,453 62,193 0.0% 0.0% 9 +188,420 8.76% Q2 2026 Aug 12, 2026
MORGAN STANLEY History Added to 2,277,033 60,523 0.0% 0.0% 10 +473,826 26.28% Q2 2026 Aug 13, 2026
Woodline Partners LP History Added to 2,264,135 60,180 0.19% 0.04% 11 +1,774,195 362.12% Q2 2026 Aug 14, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Added to 2,097,658 55,755 0.52% 0.25% 12 +995,206 90.27% Q2 2026 Aug 14, 2026
T. Rowe Price Investment Management, Inc. History Added to 2,010,989 53,453 0.04% 0.02% 13 +438,186 27.86% Q2 2026 Aug 14, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 1,938,370 51,521 0.39% 0.41% 14 -638,826 -24.79% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 1,912,711 50,840 0.08% 0.07% 15 -67,172 -3.39% Q2 2026 Aug 14, 2026
Capital International Investors History Added to 1,690,697 44,938 0.01% 0.01% 16 +47,140 2.87% Q2 2026 Aug 12, 2026
UBS Group AG History Added to 1,641,349 43,627 0.01% 0.0% 17 +374,524 29.56% Q2 2026 Aug 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 1,582,587 42,065 6.31% 6.03% 18 -134,951 -7.86% Q2 2026 Aug 10, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,346,168 35,779 0.01% 0.01% 19 +12,297 0.92% Q2 2026 Aug 11, 2026
Capital Research Global Investors History Reduced 1,308,203 34,772 0.0% 0.01% 20 -234,646 -15.21% Q2 2026 Aug 12, 2026
Boston Partners History Added to 1,192,820 31,698 0.03% 0.02% 21 +420,117 54.37% Q2 2026 Aug 04, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,184,085 31,472 0.0% 0.0% 22 +335,678 39.57% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History Added to 1,038,190 27,595 0.03% 0.01% 23 +591,212 132.27% Q2 2026 Aug 14, 2026
Champlain Investment Partners, LLC History Reduced 863,038 22,939 0.59% 0.29% 24 -171,222 -16.56% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History Added to 810,264 21,536 0.0% 0.0% 25 +58,938 7.84% Q2 2026 Aug 13, 2026
Bridgewater Advisors Inc. History New 728,743 21,482 1.17% 26 +728,743 New Q2 2026 Aug 05, 2026
FENIMORE ASSET MANAGEMENT INC History Added to 795,434 21,142 0.44% 0.34% 27 +92,126 13.1% Q2 2026 Jul 14, 2026
Venator Management LLC History No change 773,345 20,555 4.63% 4.08% 28 0 0.0% Q2 2026 Aug 13, 2026
JANUS HENDERSON GROUP PLC History No change 881,885 19,348 0.01% 0.01% 29 0 0.0% Q1 2026 May 18, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 723,413 19,228 0.0% 0.0% 30 +45,189 6.66% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History Reduced 692,797 18,414 0.08% 0.1% 31 -244,896 -26.12% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 673,005 17,888 0.0% 0.0% 32 -9,467 -1.39% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History Reduced 651,487 17,317 0.0% 0.0% 33 -126,794 -16.29% Q2 2026 Aug 14, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 612,135 16,270 0.29% 0.3% 34 -30,581 -4.76% Q2 2026 Aug 14, 2026
Fiera Capital Corp History Reduced 596,374 15,851 0.06% 0.08% 35 -447,398 -42.86% Q2 2026 Aug 07, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 581,482 15,455 0.0% 0.0% 36 +16,745 2.97% Q2 2026 Aug 13, 2026
Aristotle Capital Boston, LLC History Reduced 568,427 15,108 1.01% 0.93% 37 -113,633 -16.66% Q2 2026 Aug 14, 2026
1776 Wealth LLC History Added to 537,410 14,284 5.03% 3.1% 38 +178,219 49.62% Q2 2026 Aug 10, 2026
SEI INVESTMENTS CO History Reduced 446,679 11,872 0.01% 0.01% 39 -9,495 -2.08% Q2 2026 Aug 14, 2026
BECK MACK & OLIVER LLC History Added to 438,020 11,642 0.23% 0.19% 40 +10,935 2.56% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History Reduced 410,190 10,884 0.0% 0.0% 41 -13,948 -3.29% Q2 2026 Aug 12, 2026
CIBC Bancorp USA Inc. History Added to 405,426 10,776 0.01% 0.01% 42 +606 0.15% Q2 2026 Aug 13, 2026
Nuveen, LLC History Added to 392,561 10,434 0.0% 0.0% 43 +121,757 44.96% Q2 2026 Aug 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 364,353 9,684 0.01% 0.02% 44 -333,827 -47.81% Q2 2026 Jul 29, 2026
Tributary Capital Management, LLC History Reduced 357,734 9,508 0.78% 0.78% 45 -10,634 -2.89% Q2 2026 Jul 23, 2026
Jupiter Topco LLC History New 329,652 8,761 0.0% 46 +329,652 New Q2 2026 Aug 14, 2026
Freestone Grove Partners LP History New 327,679 8,709 0.06% 47 +327,679 New Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 325,131 8,641 0.02% 0.02% 48 -42,780 -11.63% Q2 2026 Aug 14, 2026
EQUITABLE TRUST CO History No change 282,998 7,522 0.31% 0.29% 49 0 0.0% Q2 2026 Jul 23, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 245,502 6,525 0.21% 0.22% 50 -21,408 -8.02% Q2 2026 Jul 17, 2026
MAI Capital Management History Reduced 221,435 5,885 0.02% 0.03% 51 -22 -0.01% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History Added to 197,936 5,261 0.0% 0.0% 52 +57,226 40.67% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History Added to 185,553 4,931 0.01% 0.0% 53 +106,360 134.3% Q2 2026 Aug 05, 2026
NICHOLAS COMPANY, INC. History No change 184,180 4,895 0.09% 0.08% 54 0 0.0% Q2 2026 Aug 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 183,854 4,886 0.0% 0.0% 55 -12,317 -6.28% Q2 2026 Aug 13, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 173,017 4,598 0.2% 0.27% 56 -190,436 -52.4% Q2 2026 Aug 14, 2026
Gillson Capital LP History New 172,991 4,598 0.27% 57 +172,991 New Q2 2026 Aug 14, 2026
Lighthouse Investment Partners, LLC History New 171,922 4,569 0.12% 58 +171,922 New Q2 2026 Aug 14, 2026
Man Group plc History Reduced 166,028 4,413 0.01% 0.02% 59 -370,824 -69.07% Q2 2026 Aug 14, 2026
Swiss National Bank History Added to 155,500 4,133 0.0% 0.0% 60 +14,800 10.52% Q2 2026 Aug 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 153,172 4,071 0.01% 61 +153,172 New Q2 2026 Aug 14, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 150,183 3,991 0.2% 0.18% 62 0 0.0% Q2 2026 Sep 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 144,486 3,840 0.0% 0.0% 63 -473 -0.33% Q2 2026 Aug 03, 2026
Rockefeller Capital Management L.P. History Reduced 129,339 3,437 0.01% 0.01% 64 -5,074 -3.77% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 125,590 3,339 0.0% 0.0% 65 -90,340 -41.84% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History Added to 120,032 3,190 0.0% 0.0% 66 +16,540 15.98% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History Added to 105,609 2,807 0.0% 0.0% 67 +25,850 32.41% Q2 2026 Aug 07, 2026
Madison Asset Management, LLC History Added to 103,470 2,750 0.03% 0.03% 68 +146 0.14% Q2 2026 Aug 10, 2026
HB Wealth Management, LLC History Added to 103,226 2,743 0.02% 0.01% 69 +28,775 38.65% Q2 2026 Jul 29, 2026
CWM, LLC History No change 114,948 2,521 0.01% 0.01% 70 0 0.0% Q1 2026 May 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 94,048 2,492 0.0% 0.0% 71 +10,540 12.62% Q2 2026 Jul 15, 2026
CITADEL ADVISORS LLC History Added to 90,492 2,405 0.0% 0.0% 72 +78,592 660.44% Q2 2026 Sep 02, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 89,248 2,372 0.01% 0.01% 73 -14,347 -13.85% Q2 2026 Aug 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 88,806 2,360 0.0% 0.0% 74 -9,056 -9.25% Q2 2026 Aug 24, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 106,200 2,330 0.0% 0.0% 75 -23 -0.02% Q2 2026 Aug 14, 2026
Pathway Financial Advisors LLC History Reduced 76,394 2,170 0.25% 0.36% 76 -52,324 -40.65% Q2 2026 Jul 06, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 81,163 2,157 0.0% 0.0% 77 +8,761 12.1% Q2 2026 Aug 06, 2026
BROWN BROTHERS HARRIMAN & CO History No change 80,665 2,144 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History Added to 80,591 2,142 0.0% 0.0% 79 +10,489 14.96% Q2 2026 Aug 14, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 77,621 2,063 0.03% 0.22% 80 -561,016 -87.85% Q2 2026 Jul 01, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 74,998 1,993 0.04% 0.04% 81 +83 0.11% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 73,593 1,956 0.0% 0.0% 82 +35,003 90.7% Q2 2026 Aug 14, 2026
Summit Creek Advisors LLC History Reduced 66,487 1,767 0.6% 0.6% 83 -67,430 -50.35% Q2 2026 Aug 07, 2026
Legal & General Group Plc History Added to 64,269 1,708 0.0% 0.0% 84 +7,519 13.25% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 63,518 1,688 0.0% 0.0% 85 -36,577 -36.54% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History New 62,929 1,672 0.0% 86 +62,929 New Q2 2026 Aug 11, 2026
NOMURA HOLDINGS INC History Reduced 60,920 1,619 0.0% 0.09% 87 -1,482,098 -96.05% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Added to 56,002 1,488 0.0% 0.0% 88 +9,834 21.3% Q2 2026 Aug 13, 2026
CITIGROUP INC History Added to 54,526 1,449 0.0% 0.0% 89 +37,465 219.59% Q2 2026 Aug 03, 2026
CSM Advisors, LLC History New 51,388 1,365 0.03% 90 +51,388 New Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History Reduced 51,102 1,358 0.0% 0.0% 91 -41,975 -45.1% Q2 2026 Aug 05, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 50,046 1,330 0.0% 0.0% 92 +9,182 22.47% Q2 2026 Sep 09, 2026
Caption Management, LLC History New 50,000 1,329 0.01% 94 +50,000 New Q2 2026 Aug 14, 2026
SAPIENT CAPITAL LLC History No change 50,000 1,329 0.02% 0.02% 93 0 0.0% Q2 2026 Jul 09, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 49,618 1,318 0.0% 0.0% 95 -9,428 -15.97% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History Reduced 48,039 1,276 0.0% 0.0% 96 -11,230 -18.95% Q2 2026 Aug 06, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 45,171 1,200 0.0% 0.0% 97 +263 0.59% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History Added to 44,575 1,184 0.0% 0.0% 98 +28,247 173.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History Added to 42,392 1,126 0.0% 0.0% 99 +31,775 299.28% Q2 2026 Aug 13, 2026
Creative Planning History Reduced 40,498 1,076 0.0% 0.0% 100 -14,735 -26.68% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History Added to 38,563 1,025 0.01% 0.0% 101 +14,465 60.03% Q2 2026 Aug 14, 2026
Cerity Partners LLC History New 37,144 987 0.0% 102 +37,144 New Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History New 36,470 969 0.01% 103 +36,470 New Q2 2026 Aug 05, 2026
WASHINGTON TRUST BANK History No change 36,217 962 0.07% 0.06% 104 0 0.0% Q2 2026 Aug 05, 2026
CIBC WORLD MARKET INC. History New 36,000 956 0.0% 105 +36,000 New Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History Added to 34,725 923 0.0% 0.0% 106 +19,337 125.66% Q2 2026 Aug 07, 2026
Quadrant Private Wealth Management, LLC History Reduced 34,686 921 0.21% 0.21% 107 -28,015 -44.68% Q2 2026 Jul 30, 2026
NATIXIS History No change 34,000 903 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 32,739 870 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 11, 2026
Jain Global LLC History New 32,371 860 0.0% 110 +32,371 New Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 30,823 819 0.0% 0.0% 111 -360 -1.15% Q2 2026 Jul 27, 2026
JANE STREET GROUP, LLC History New 30,400 808 0.0% 112 +30,400 New Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History Reduced 30,014 797 0.0% 0.0% 113 -1,990 -6.22% Q2 2026 Aug 13, 2026
Aptus Capital Advisors, LLC History Added to 29,632 787 0.01% 0.01% 114 +19 0.06% Q2 2026 Aug 12, 2026
Sunburst Financial Group, LLC History No change 29,281 778 0.13% 0.12% 115 0 0.0% Q2 2026 Jul 08, 2026
Police & Firemen's Retirement System of New Jersey History Added to 28,930 768 0.01% 0.0% 116 +3,068 11.86% Q2 2026 Jul 23, 2026
Weiss Asset Management LP History New 27,680 735 0.01% 117 +27,680 New Q2 2026 Aug 14, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 27,325 726 0.05% 0.05% 118 -2,126 -7.22% Q2 2026 Aug 07, 2026
Red Door Wealth Management, LLC History No change 27,000 717 0.07% 0.06% 119 0 0.0% Q2 2026 Jul 13, 2026
ENTREWEALTH, LLC History Reduced 24,868 711 0.26% 0.37% 120 -12,469 -33.4% Q2 2026 Aug 13, 2026
Diversified Trust Co History Reduced 26,734 710 0.01% 0.01% 121 -6,749 -20.16% Q2 2026 Jul 17, 2026
Americana Partners, LLC History No change 24,156 642 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 05, 2026
ALLSTATE CORP History New 23,998 637 0.01% 123 +23,998 New Q2 2026 Aug 13, 2026
ASSETMARK, INC History Reduced 22,816 606 0.0% 0.0% 124 -3,477 -13.22% Q2 2026 Jul 30, 2026
Empower Advisory Group, LLC History No change 22,806 606 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History Reduced 22,693 603 0.0% 0.0% 126 -25,703 -53.11% Q2 2026 Aug 07, 2026
Handelsbanken Fonder AB History No change 21,700 577 0.0% 0.0% 127 0 0.0% Q2 2026 Jul 10, 2026
Arizona State Retirement System History Added to 21,377 568 0.0% 0.0% 128 +1,678 8.52% Q2 2026 Aug 07, 2026
Mariner, LLC History Reduced 21,341 567 0.0% 0.0% 129 -20,962 -49.55% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History Reduced 20,422 542 0.0% 0.0% 130 -6,211 -23.32% Q2 2026 Aug 12, 2026
DRW Securities, LLC History New 19,800 526 0.01% 131 +19,800 New Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History Reduced 19,152 509 0.0% 0.0% 132 -2,802 -12.76% Q2 2026 Aug 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 18,729 497 0.0% 0.0% 133 +2,748 17.2% Q2 2026 Aug 12, 2026
Brooklyn Investment Group History No change 21,914 480 0.01% 0.01% 134 0 0.0% Q1 2026 Apr 29, 2026
Vanguard Investments Australia, Ltd. History No change 17,894 475 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History New 17,698 470 0.0% 136 +17,698 New Q2 2026 Aug 06, 2026
KLP KAPITALFORVALTNING AS History Added to 17,600 467 0.0% 0.0% 137 +2,300 15.03% Q2 2026 Aug 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 17,199 457 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 10, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 17,177 456 0.0% 0.0% 139 -1,590 -8.47% Q2 2026 Aug 10, 2026
MARSHALL WACE, LLP History New 16,750 445 0.0% 140 +16,750 New Q2 2026 Aug 13, 2026
Cornerstone Wealth Group, LLC History Reduced 16,709 444 0.03% 0.03% 141 -17 -0.1% Q2 2026 Jul 27, 2026
BARCLAYS PLC History Reduced 16,341 434 0.0% 0.0% 142 -7,347 -31.02% Q2 2026 Aug 14, 2026
Dockside LLC History New 16,220 431 0.1% 143 +16,220 New Q2 2026 Aug 03, 2026
PRUDENTIAL FINANCIAL INC History Added to 16,140 429 0.0% 0.0% 144 +1,245 8.36% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History Reduced 16,129 428 0.0% 0.02% 145 -486,332 -96.79% Q2 2026 Aug 27, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 15,004 398 0.02% 0.04% 146 -11,479 -43.34% Q2 2026 Jul 31, 2026
AMERIPRISE FINANCIAL INC History Added to 13,045 346 0.0% 0.0% 147 +1,055 8.8% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 13,045 342 0.0% 0.0% 148 -4,196 -24.34% Q2 2026 Aug 14, 2026
ProShare Advisors LLC History Reduced 12,841 341 0.0% 0.0% 149 -1,035 -7.46% Q2 2026 Aug 11, 2026
NATIXIS ADVISORS, LLC History Reduced 12,683 337 0.0% 0.0% 150 -4,795 -27.43% Q2 2026 Aug 14, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 11,918 316 0.01% 0.01% 151 +43 0.36% Q2 2026 Aug 07, 2026
Pictet Asset Management Holding SA History No change 11,166 296 0.0% 0.0% 152 0 0.0% Q2 2026 Jul 30, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 10,813 287 0.0% 0.0% 153 -16 -0.15% Q2 2026 Aug 07, 2026
Lido Advisors, LLC History Added to 10,033 266 0.0% 0.0% 154 +6 0.06% Q2 2026 Aug 07, 2026
Aurdan Capital Management, LLC History No change 9,700 257 0.07% 0.06% 155 0 0.0% Q2 2026 Jul 15, 2026
XPONANCE LLC History New 9,668 256 0.0% 157 +9,668 New Q2 2026 Aug 10, 2026
MILLENNIUM MANAGEMENT LLC History New 9,662 256 0.0% 156 +9,662 New Q2 2026 Aug 14, 2026
Cloud Capital Management, LLC History Added to 9,508 252 0.09% 0.09% 158 +10 0.11% Q2 2026 Aug 13, 2026
Core Wealth Advisors, Inc. History No change 9,424 250 0.05% 0.05% 159 0 0.0% Q2 2026 Aug 11, 2026
Cetera Trust Company, N.A History Added to 8,950 237 0.12% 0.1% 160 +880 10.9% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History Added to 8,902 236 0.01% 0.01% 161 +1,068 13.63% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 8,851 235 0.0% 0.0% 162 -68 -0.76% Q2 2026 Aug 07, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History New 8,500 225 0.0% 163 +8,500 New Q2 2026 Aug 10, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 8,429 224 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 10, 2026
Walleye Capital LLC History New 8,313 220 0.0% 166 +8,313 New Q2 2026 Aug 03, 2026
ZWJ INVESTMENT COUNSEL INC History Reduced 8,300 220 0.01% 0.01% 165 -1,544 -15.68% Q2 2026 Jul 16, 2026
Schonfeld Strategic Advisors LLC History New 7,916 210 0.0% 167 +7,916 New Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 7,510 199 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 13, 2026
HHM Wealth Advisors, LLC History No change 6,270 166 0.02% 0.02% 169 0 0.0% Q2 2026 Jul 13, 2026
Quantbot Technologies LP History New 6,236 165 0.01% 170 +6,236 New Q2 2026 Aug 12, 2026
Ensign Peak Advisors, Inc History No change 5,498 146 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History Added to 5,298 140 0.0% 0.0% 172 +269 5.35% Q2 2026 Aug 12, 2026
KBC Group NV History No change 4,246 113 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 05, 2026
Nykredit A/S History New 4,108 109 0.0% 174 +4,108 New Q2 2026 Sep 08, 2026
Tower Research Capital LLC (TRC) History Reduced 4,086 108 0.0% 0.01% 175 -5,568 -57.68% Q2 2026 Aug 11, 2026
Lavaca Capital LLC History New 3,800 101 0.01% 176 +3,800 New Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 3,475 92 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History Reduced 2,811 74 0.0% 0.0% 178 -105 -3.6% Q2 2026 Jul 20, 2026
GROUP ONE TRADING LLC History New 2,631 69 0.0% 179 +2,631 New Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History Added to 2,087 55 0.0% 0.0% 181 +1,346 181.65% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History Reduced 2,080 55 0.0% 0.0% 180 -58 -2.71% Q2 2026 Sep 04, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 1,342 35 0.0% 0.0% 182 -326 -19.54% Q2 2026 Aug 12, 2026
Dorato Capital Management History No change 1,333 35 0.02% 0.02% 183 0 0.0% Q2 2026 Jul 13, 2026
Larson Financial Group LLC History Reduced 1,261 33 0.0% 0.0% 184 -350 -21.73% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Added to 1,201 31 0.0% 0.0% 185 +363 43.32% Q2 2026 Jul 02, 2026
Arax Advisory Partners History Added to 1,105 29 0.0% 0.0% 186 +937 557.74% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History Reduced 1,040 27 0.0% 0.0% 187 -248 -19.25% Q2 2026 Jul 23, 2026
GAMMA Investing LLC History Reduced 727 19 0.0% 0.0% 188 -162 -18.22% Q2 2026 Jul 07, 2026
EverSource Wealth Advisors, LLC History Reduced 694 18 0.0% 0.0% 189 -584 -45.7% Q2 2026 Jul 24, 2026
MTM Investment Management, LLC History No change 700 18 0.01% 0.0% 190 0 0.0% Q2 2026 Aug 03, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 647 17 0.0% 0.0% 191 -3 -0.46% Q2 2026 Aug 10, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 672 17 0.01% 0.01% 192 0 0.0% Q2 2026 Jul 07, 2026
Optiver Holding B.V. History Added to 624 16 0.0% 0.0% 193 +214 52.2% Q2 2026 Aug 12, 2026
Continuum Advisory, LLC History New 570 15 0.0% 194 +570 New Q2 2026 Aug 06, 2026
Kemnay Advisory Services Inc. History New 544 14 0.0% 195 +544 New Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Added to 514 13 0.0% 0.0% 198 +214 71.33% Q2 2026 Jul 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 500 13 0.0% 0.0% 196 -33 -6.19% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History Reduced 490 13 0.0% 0.0% 197 -15 -2.97% Q2 2026 Aug 05, 2026
Allworth Financial LP History Reduced 434 11 0.0% 0.0% 200 -331 -43.27% Q2 2026 Aug 11, 2026
PRIVATE TRUST CO NA History No change 430 11 0.0% 0.0% 199 0 0.0% Q2 2026 Jul 28, 2026
Owl Creek Wealth Partners LLC History Added to 405 10 0.0% 0.0% 202 +245 153.13% Q2 2026 Jul 20, 2026
ATWOOD & PALMER INC History No change 392 10 0.0% 0.0% 201 0 0.0% Q2 2026 Jul 08, 2026
Caitong International Asset Management Co., Ltd History Reduced 352 9 0.0% 0.02% 205 -5,749 -94.23% Q2 2026 Aug 04, 2026
Sterling Capital Management LLC History Reduced 344 9 0.0% 0.0% 204 -276 -44.52% Q2 2026 Jul 28, 2026
UMB Bank, n.a. History No change 370 9 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 13, 2026
Silver Grove Financial Group, Inc. History New 312 8 0.0% 208 +312 New Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 337 8 0.0% 0.0% 206 +48 16.61% Q2 2026 Aug 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 317 8 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History Reduced 298 7 0.0% 0.0% 209 -172 -36.6% Q2 2026 Aug 10, 2026
J.Safra Asset Management Corp History Added to 253 6 0.0% 0.0% 210 +156 160.82% Q2 2026 Aug 06, 2026
Stone House Investment Management, LLC History New 195 5 0.0% 211 +195 New Q2 2026 Aug 05, 2026
Fortitude Family Office, LLC History New 172 4 0.0% 213 +172 New Q2 2026 Jul 20, 2026
Bare Financial Services, Inc History Reduced 169 4 0.0% 0.0% 212 -22 -11.52% Q2 2026 Jul 27, 2026
HUNTINGTON NATIONAL BANK History No change 148 3 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 119 3 0.0% 0.0% 215 0 0.0% Q2 2026 Jul 27, 2026
Fulcrum Asset Management LLP History New 100 2 0.0% 218 +100 New Q2 2026 Aug 18, 2026
Clearstead Advisors, LLC History New 78 2 0.0% 217 +78 New Q2 2026 Aug 06, 2026
Keating Financial Advisory Services, Inc. History Reduced 89 2 0.0% 0.0% 216 -2 -2.2% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History New 64 1 0.0% 221 +64 New Q2 2026 Aug 06, 2026
Cape Investment Advisory, Inc. History New 60 1 0.0% 222 +60 New Q2 2026 Jul 23, 2026
Covestor Ltd History Added to 31 1 0.0% 219 +25 416.67% Q2 2026 Aug 07, 2026
Investors Portfolio Services LLC History No change 58 1 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 14, 2026
Artisan Partners Limited Partnership History Closed out 0 0 0.04% -1,217,970 -100.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History Closed out 0 0 0.01% -1,028,729 -100.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History Closed out 0 0 0.05% -122,105 -100.0% Q2 2026 Aug 14, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Closed out 0 0 0.05% -98,480 -100.0% Q2 2026 Jul 31, 2026
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.11% -90,230 -100.0% Q2 2026 Aug 03, 2026
Jefferies Financial Group Inc. History Closed out 0 0 0.01% -48,258 -100.0% Q2 2026 Aug 17, 2026
SummitTX Capital, L.P. History Closed out 0 0 0.03% -43,124 -100.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History Closed out 0 0 0.0% -26,783 -100.0% Q2 2026 Aug 06, 2026
Advisory Services Network, LLC History Closed out 0 0 0.01% -26,415 -100.0% Q2 2026 Aug 12, 2026
Numerai GP LLC History Closed out 0 0 0.05% -23,664 -100.0% Q2 2026 Aug 14, 2026
Holocene Advisors, LP History Closed out 0 0 0.0% -16,446 -100.0% Q2 2026 Aug 14, 2026
Centiva Capital, LP History Closed out 0 0 0.0% -15,879 -100.0% Q2 2026 Aug 13, 2026
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -15,379 -100.0% Q2 2026 Aug 14, 2026
Scientech Research LLC History Closed out 0 0 0.2% -11,079 -100.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History Closed out 0 0 0.0% -10,914 -100.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History Closed out 0 0 0.0% -10,392 -100.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History Closed out 0 0 0.0% -10,280 -100.0% Q2 2026 Aug 12, 2026
Wealth Preservation Advisors, LLC History Closed out 0 0 0.03% -1,931 -100.0% Q2 2026 Aug 14, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.0% -245 -100.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History Closed out 0 0 0.0% -124 -100.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -48 -100.0% Q2 2026 Aug 12, 2026
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 -41 -100.0% Q2 2026 Jul 02, 2026
Root Financial Partners, LLC History Closed out 0 0 -31 -100.0% Q2 2026 Jul 29, 2026
FNY Investment Advisers, LLC History New 30 0 +30 New Q2 2026 Jul 08, 2026
SJS Investment Consulting Inc. History New 28 0 +28 New Q2 2026 Jul 22, 2026
Bogart Wealth, LLC History New 20 0 +20 New Q2 2026 Jul 24, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 -19 -100.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History Added to 31 0 +7 29.17% Q2 2026 Jul 06, 2026
Blue Trust, Inc. History Closed out 0 0 -6 -100.0% Q2 2026 Jul 21, 2026
SBI Securities Co., Ltd. History Added to 4 0 +1 33.33% Q2 2026 Jul 22, 2026
Hughes Financial Services, LLC History Added to 2 0 +1 100.0% Q2 2026 Jul 20, 2026
Pinnacle Wealth Planning Services, Inc. History No change 16 0 0 0.0% Q2 2026 Aug 07, 2026
Dunhill Financial, LLC History No change 1 0 0 0.0% Q2 2026 Aug 07, 2026
Park Place Capital Corp History No change 27 0 0 0.0% Q2 2026 Aug 13, 2026
Bruce G. Allen Investments, LLC History No change 19 0 0 0.0% Q2 2026 Jul 31, 2026
Smartleaf Asset Management LLC History No change 27 0 0 0.0% Q2 2026 Aug 12, 2026
Kilter Group LLC History No change 32 0 0 0.0% Q2 2026 Aug 11, 2026
Torren Management, LLC History No change 21 0 0 0.0% Q2 2026 Jul 10, 2026