Baldwin Insurance Group, Inc. - BWIN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 14,752,216 | 392,113 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 7,251,950 | 192,756 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 6,732,965 | 178,962 | 0.54% | 0.54% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 3,262,912 | 86,728 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,166,381 | 84,162 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 3,077,351 | 81,795 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BAMCO INC /NY/ | History | No change | 2,712,386 | 72,095 | 0.11% | 0.11% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 2,665,874 | 70,829 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,339,453 | 62,193 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 2,277,033 | 60,523 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Woodline Partners LP | History | No change | 2,264,135 | 60,180 | 0.19% | 0.19% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | No change | 2,097,658 | 55,755 | 0.52% | 0.52% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 2,010,989 | 53,453 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 1,938,370 | 51,521 | 0.39% | 0.39% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 1,912,711 | 50,840 | 0.08% | 0.08% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,416,140 | 45,019 | 0.01% | 0.01% | 16 | +69,972 | 5.2% | Q3 2026 | Nov 04, 2026 |
| Capital International Investors | History | No change | 1,690,697 | 44,938 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 1,641,349 | 43,627 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,582,587 | 42,065 | 6.31% | 6.31% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Research Global Investors | History | No change | 1,308,203 | 34,772 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boston Partners | History | No change | 1,192,820 | 31,698 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,184,085 | 31,472 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 1,038,190 | 27,595 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Champlain Investment Partners, LLC | History | No change | 863,038 | 22,939 | 0.59% | 0.59% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 810,264 | 21,536 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridgewater Advisors Inc. | History | No change | 728,743 | 21,482 | 1.17% | 1.17% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Venator Management LLC | History | No change | 773,345 | 20,555 | 4.63% | 4.63% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 723,413 | 19,228 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 692,797 | 18,414 | 0.08% | 0.08% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 673,005 | 17,888 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 651,487 | 17,317 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 612,135 | 16,270 | 0.29% | 0.29% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiera Capital Corp | History | No change | 596,374 | 15,851 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 581,482 | 15,455 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aristotle Capital Boston, LLC | History | No change | 568,427 | 15,108 | 1.01% | 1.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1776 Wealth LLC | History | No change | 537,410 | 14,284 | 5.03% | 5.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | No change | 446,679 | 11,872 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 438,020 | 11,642 | 0.23% | 0.23% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 342,996 | 10,903 | 1.0% | 0.78% | 39 | -14,738 | -4.12% | Q3 2026 | Oct 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 410,190 | 10,884 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 405,426 | 10,776 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 392,561 | 10,434 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 364,353 | 9,684 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EQUITABLE TRUST CO | History | No change | 282,998 | 8,996 | 0.38% | 0.31% | 44 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Jupiter Topco LLC | History | No change | 329,652 | 8,761 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 327,679 | 8,709 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 325,131 | 8,641 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Reduced | 269,627 | 8,571 | 0.19% | 0.44% | 48 | -525,807 | -66.1% | Q3 2026 | Oct 08, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 245,502 | 6,525 | 0.21% | 0.21% | 49 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MAI Capital Management | History | No change | 221,435 | 5,885 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NICHOLAS COMPANY, INC. | History | Added to | 184,275 | 5,858 | 0.11% | 0.09% | 51 | +95 | 0.05% | Q3 2026 | Nov 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 197,936 | 5,261 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 185,553 | 4,931 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 183,854 | 4,886 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 150,183 | 4,792 | 0.24% | 0.2% | 55 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 173,017 | 4,598 | 0.2% | 0.2% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gillson Capital LP | History | No change | 172,991 | 4,598 | 0.27% | 0.27% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 171,922 | 4,569 | 0.12% | 0.12% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 166,028 | 4,413 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 155,500 | 4,133 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 153,172 | 4,071 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 144,486 | 3,840 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 129,339 | 3,437 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 125,590 | 3,339 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 103,486 | 3,289 | 0.02% | 0.02% | 65 | +260 | 0.25% | Q3 2026 | Oct 23, 2026 |
| RHUMBLINE ADVISERS | History | No change | 120,032 | 3,190 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 105,609 | 2,807 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Creek Advisors LLC | History | Added to | 86,844 | 2,760 | 1.1% | 0.6% | 68 | +20,357 | 30.62% | Q3 2026 | Nov 03, 2026 |
| Madison Asset Management, LLC | History | No change | 103,470 | 2,750 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 83,983 | 2,674 | 0.0% | 0.0% | 70 | -10,065 | -10.7% | Q3 2026 | Oct 13, 2026 |
| Creative Planning | History | Added to | 80,897 | 2,571 | 0.0% | 0.0% | 71 | +40,399 | 99.76% | Q3 2026 | Nov 02, 2026 |
| Pathway Financial Advisors LLC | History | No change | 76,394 | 2,428 | 0.27% | 0.25% | 72 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 90,492 | 2,405 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 89,248 | 2,372 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 88,806 | 2,360 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 106,200 | 2,330 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 81,163 | 2,157 | 0.0% | 0.0% | 77 | 0 | 0.0% | 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 | No change | 80,591 | 2,142 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 74,998 | 1,993 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 73,593 | 1,956 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 58,631 | 1,863 | 0.03% | 0.03% | 82 | -18,990 | -24.47% | Q3 2026 | Oct 01, 2026 |
| ABC ARBITRAGE SA | History | New | 58,514 | 1,860 | 0.18% | — | 83 | +58,514 | New | Q3 2026 | Oct 23, 2026 |
| Transmarket Holdings LP | History | New | 56,085 | 1,782 | 0.99% | — | 84 | +56,085 | New | Q3 2026 | Oct 27, 2026 |
| Legal & General Group Plc | History | No change | 64,269 | 1,708 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 63,518 | 1,688 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 62,929 | 1,672 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOMURA HOLDINGS INC | History | No change | 60,920 | 1,619 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 56,002 | 1,488 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CSM Advisors, LLC | History | No change | 51,388 | 1,365 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 51,102 | 1,358 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 50,046 | 1,330 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Caption Management, LLC | History | No change | 50,000 | 1,329 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 49,618 | 1,318 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 48,039 | 1,276 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 45,171 | 1,200 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 37,294 | 1,185 | 0.0% | — | 97 | +37,294 | New | Q3 2026 | Nov 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 44,575 | 1,184 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WASHINGTON TRUST BANK | History | No change | 36,217 | 1,151 | 0.08% | 0.07% | 99 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Quantinno Capital Management LP | History | No change | 42,392 | 1,126 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 33,027 | 1,049 | 0.0% | 0.0% | 101 | +10,211 | 44.75% | Q3 2026 | Oct 21, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 38,563 | 1,025 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 37,144 | 987 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 30,777 | 978 | 0.0% | 0.0% | 104 | -46 | -0.15% | Q3 2026 | Nov 02, 2026 |
| Bleakley Financial Group, LLC | History | No change | 36,470 | 969 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 36,000 | 956 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunburst Financial Group, LLC | History | No change | 29,281 | 930 | 0.15% | 0.13% | 107 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SG Americas Securities, LLC | History | No change | 34,725 | 923 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS | History | No change | 34,000 | 903 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 32,739 | 870 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jain Global LLC | History | No change | 32,371 | 860 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 30,400 | 808 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 25,208 | 801 | 0.05% | 0.05% | 113 | -2,117 | -7.75% | Q3 2026 | Oct 22, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 30,014 | 797 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 29,632 | 787 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Americana Partners, LLC | History | Added to | 24,246 | 770 | 0.02% | 0.01% | 116 | +90 | 0.37% | Q3 2026 | Oct 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 28,930 | 768 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Weiss Asset Management LP | History | No change | 27,680 | 735 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Red Door Wealth Management, LLC | History | No change | 27,000 | 717 | 0.07% | 0.07% | 119 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Diversified Trust Co | History | No change | 26,734 | 710 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arizona State Retirement System | History | Added to | 22,011 | 699 | 0.0% | 0.0% | 121 | +634 | 2.97% | Q3 2026 | Nov 03, 2026 |
| ALLSTATE CORP | History | No change | 23,998 | 637 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empower Advisory Group, LLC | History | No change | 22,806 | 606 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 22,693 | 603 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Handelsbanken Fonder AB | History | No change | 21,700 | 577 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Mariner, LLC | History | No change | 21,341 | 567 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 20,422 | 542 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DRW Securities, LLC | History | No change | 19,800 | 526 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 19,152 | 509 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dodds Wealth, LLC | History | New | 15,792 | 502 | 0.11% | — | 130 | +15,792 | New | Q3 2026 | Nov 02, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 18,729 | 497 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 17,894 | 475 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | No change | 17,698 | 470 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 17,600 | 467 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 17,199 | 457 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 17,177 | 456 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARSHALL WACE, LLP | History | No change | 16,750 | 445 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 13,886 | 441 | 0.0% | 0.0% | 138 | -40,640 | -74.53% | Q3 2026 | Nov 04, 2026 |
| BARCLAYS PLC | History | No change | 16,341 | 434 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dockside LLC | History | No change | 16,220 | 431 | 0.1% | 0.1% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 16,140 | 429 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 16,129 | 428 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 15,004 | 398 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 12,487 | 396 | 0.0% | 0.0% | 144 | +1,321 | 11.83% | Q3 2026 | Nov 03, 2026 |
| ProShare Advisors LLC | History | Reduced | 12,173 | 386 | 0.0% | 0.0% | 145 | -668 | -5.2% | Q3 2026 | Oct 28, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 11,199 | 356 | 0.0% | — | 146 | +11,199 | New | Q3 2026 | Nov 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 13,045 | 346 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 13,045 | 342 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 12,683 | 337 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 11,918 | 316 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XPONANCE LLC | History | Reduced | 9,281 | 295 | 0.0% | 0.0% | 151 | -387 | -4.0% | Q3 2026 | Nov 03, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 10,813 | 287 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 8,449 | 268 | 0.0% | — | 153 | +8,449 | New | Q3 2026 | Oct 27, 2026 |
| Aurdan Capital Management, LLC | History | No change | 9,700 | 257 | 0.07% | 0.07% | 154 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 9,662 | 256 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 8,001 | 254 | 0.03% | 0.21% | 156 | -26,685 | -76.93% | Q3 2026 | Nov 04, 2026 |
| Cloud Capital Management, LLC | History | No change | 9,508 | 252 | 0.09% | 0.09% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 9,424 | 250 | 0.05% | 0.05% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Trust Company, N.A | History | No change | 8,950 | 237 | 0.12% | 0.12% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,902 | 236 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,851 | 235 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 7,261 | 230 | 0.08% | 0.26% | 162 | -17,607 | -70.8% | Q3 2026 | Oct 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 8,500 | 225 | 0.0% | 0.0% | 163 | 0 | 0.0% | 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 | No change | 8,313 | 220 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 7,916 | 210 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 6,360 | 202 | 0.01% | — | 167 | +6,360 | New | Q3 2026 | Oct 16, 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 | No change | 6,236 | 165 | 0.01% | 0.01% | 170 | 0 | 0.0% | 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 | No change | 5,298 | 140 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nykredit A/S | History | No change | 4,108 | 109 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,086 | 108 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 3,199 | 101 | 0.0% | 0.0% | 175 | +2,855 | 829.94% | Q3 2026 | Oct 22, 2026 |
| Lavaca Capital LLC | History | No change | 3,800 | 101 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 3,071 | 97 | 0.0% | — | 177 | +3,071 | New | Q3 2026 | Nov 02, 2026 |
| IFP Advisors, Inc | History | Added to | 2,955 | 93 | 0.0% | 0.0% | 178 | +144 | 5.12% | Q3 2026 | Oct 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,475 | 92 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | Reduced | 2,861 | 91 | 0.0% | 0.0% | 180 | -1,385 | -32.62% | Q3 2026 | Oct 22, 2026 |
| GROUP ONE TRADING LLC | History | No change | 2,631 | 69 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 1,791 | 56 | 0.0% | 0.0% | 182 | +1,064 | 146.35% | Q3 2026 | Oct 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,087 | 55 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,276 | 40 | 0.0% | 0.0% | 184 | +236 | 22.69% | Q3 2026 | Oct 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,258 | 39 | 0.0% | 0.0% | 185 | +57 | 4.75% | Q3 2026 | Oct 01, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,342 | 35 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,039 | 33 | 0.0% | 0.0% | 188 | +525 | 102.14% | Q3 2026 | Oct 08, 2026 |
| Larson Financial Group LLC | History | No change | 1,261 | 33 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 1,105 | 29 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STRS OHIO | History | New | 900 | 28 | 0.0% | — | 190 | +900 | New | Q3 2026 | Oct 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 770 | 24 | 0.0% | 0.0% | 191 | +76 | 10.95% | Q3 2026 | Nov 04, 2026 |
| MTM Investment Management, LLC | History | No change | 700 | 22 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Heritage Family Offices, LLP | History | New | 660 | 20 | 0.01% | — | 195 | +660 | New | Q3 2026 | Nov 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 642 | 20 | 0.0% | 0.0% | 194 | +152 | 31.02% | Q3 2026 | Nov 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 652 | 20 | 0.0% | 0.0% | 193 | +5 | 0.77% | Q3 2026 | Oct 20, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 601 | 19 | 0.0% | 0.0% | 196 | -1,479 | -71.11% | Q3 2026 | Oct 27, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 517 | 16 | 0.0% | 0.0% | 198 | +165 | 46.88% | Q3 2026 | Oct 29, 2026 |
| Optiver Holding B.V. | History | No change | 624 | 16 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 570 | 15 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 544 | 14 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 500 | 13 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | Added to | 391 | 12 | 0.0% | 0.0% | 203 | +219 | 127.33% | Q3 2026 | Oct 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 403 | 12 | 0.0% | 0.0% | 202 | -27 | -6.28% | Q3 2026 | Oct 20, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 405 | 12 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Allworth Financial LP | History | No change | 434 | 11 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 323 | 10 | 0.0% | 0.0% | 206 | +11 | 3.53% | Q3 2026 | Nov 05, 2026 |
| UMB Bank, n.a. | History | No change | 370 | 9 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | No change | 298 | 9 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 337 | 8 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 317 | 8 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 193 | 6 | 0.0% | — | 211 | +193 | New | Q3 2026 | Nov 05, 2026 |
| Bare Financial Services, Inc | History | Added to | 181 | 5 | 0.0% | 0.0% | 212 | +12 | 7.1% | Q3 2026 | Nov 04, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 144 | 4 | 0.0% | — | 213 | +144 | New | Q3 2026 | Oct 23, 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 |
| ATWOOD & PALMER INC | History | Reduced | 92 | 2 | 0.0% | 0.0% | 218 | -300 | -76.53% | Q3 2026 | Oct 08, 2026 |
| Root Financial Partners, LLC | History | New | 80 | 2 | 0.0% | — | 224 | +80 | New | Q3 2026 | Oct 21, 2026 |
| MATHER GROUP, LLC. | History | New | 78 | 2 | 0.0% | — | 223 | +78 | New | Q3 2026 | Oct 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 73 | 2 | 0.0% | — | 219 | +45 | 160.71% | Q3 2026 | Oct 26, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 77 | 2 | 0.0% | 0.0% | 220 | +17 | 28.33% | Q3 2026 | Oct 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 89 | 2 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 78 | 2 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 89 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 89 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 64 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Investors Portfolio Services LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAPIENT CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -50,000 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Cornerstone Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,709 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,033 | -100.0% | Q3 2026 | Nov 04, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,300 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Dorato Capital Management | History | Closed out | 0 | 0 | — | 0.02% | — | -1,333 | -100.0% | Q3 2026 | Oct 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -672 | -100.0% | Q3 2026 | Oct 07, 2026 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -253 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Nov 04, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Clark Wealth Partners | History | New | 26 | 0 | — | — | — | +26 | New | Q3 2026 | Oct 16, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q3 2026 | Oct 30, 2026 |
| Ascentis Wealth Management, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q3 2026 | Nov 03, 2026 |
| Covestor Ltd | History | Reduced | 12 | 0 | — | 0.0% | — | -19 | -61.29% | Q3 2026 | Oct 30, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Hughes Financial Services, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 30, 2026 |
| Bogart Wealth, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 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% | Q3 2026 | Oct 29, 2026 |