DONEGAL GROUP INC - DGICA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 21 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 2,011,957 | 40,198 | 0.0% | 0.0% | 1 | +36,825 | 1.86% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,894,815 | 37,480 | 0.01% | 0.01% | 2 | -17,537 | -0.92% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,059,854 | 21,091 | 0.0% | 0.0% | 3 | +10,505 | 1.0% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 534,703 | 10,685 | 0.0% | 0.0% | 4 | +11,891 | 2.27% | Q4 2025 | Feb 09, 2026 |
| OLD REPUBLIC INTERNATIONAL CORP | History | No change | 425,500 | 8,501 | 0.34% | 0.31% | 5 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 391,729 | 7,826 | 0.0% | 0.0% | 6 | +3,290 | 0.85% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 371,211 | 7,416 | 0.01% | 0.01% | 7 | +5,800 | 1.59% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 363,272 | 7,258 | 0.02% | 0.02% | 8 | -21,137 | -5.5% | Q4 2025 | Feb 10, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 358,888 | 6,861 | 0.29% | 0.28% | 9 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 312,220 | 6,238 | 0.0% | 0.0% | 10 | +68,625 | 28.17% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 308,778 | 6,169 | 0.01% | 0.01% | 11 | -23,725 | -7.14% | Q4 2025 | Feb 06, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 247,650 | 4,948 | 0.34% | 0.34% | 12 | -1,875 | -0.75% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 236,124 | 4,717 | 0.0% | 0.0% | 13 | +127,470 | 117.32% | Q4 2025 | Mar 25, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 227,019 | 4,502 | 1.91% | 1.93% | 14 | -7,523 | -3.21% | Q4 2025 | Jan 30, 2026 |
| MORGAN STANLEY | History | Reduced | 225,359 | 4,501 | 0.0% | 0.0% | 15 | -6,265 | -2.7% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 224,019 | 4,475 | 0.0% | 0.0% | 16 | +4,141 | 1.88% | Q4 2025 | Feb 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 203,625 | 4,068 | 0.09% | 0.09% | 17 | -1,287 | -0.63% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 200,029 | 3,996 | 0.0% | 0.0% | 18 | -3,013 | -1.48% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 195,623 | 3,908 | 0.0% | 0.0% | 19 | +17,990 | 10.13% | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 192,437 | 3,844 | 0.01% | 0.02% | 20 | -16,485 | -7.89% | Q4 2025 | Jan 28, 2026 |
| CSM Advisors, LLC | History | Added to | 179,160 | 3,581 | 0.1% | 0.1% | 21 | +275 | 0.15% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 170,348 | 3,403 | 0.0% | 0.0% | 22 | +3,275 | 1.96% | Q4 2025 | Feb 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 169,853 | 3,393 | 0.03% | 0.0% | 23 | +144,853 | 579.41% | Q4 2025 | Feb 09, 2026 |
| Creative Planning | History | Added to | 161,535 | 3,227 | 0.0% | 0.0% | 24 | +6,149 | 3.96% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 161,121 | 3,219 | 0.0% | 0.0% | 25 | +8,689 | 5.7% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 157,541 | 3,147 | 0.0% | 0.0% | 26 | +31,809 | 25.3% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 155,383 | 3,104 | 0.0% | 0.0% | 27 | -12,954 | -7.7% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 141,050 | 2,815 | 0.0% | 0.0% | 28 | -4,310 | -2.97% | Q4 2025 | Feb 10, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 136,781 | 2,732 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 131,591 | 2,629 | 0.01% | — | 30 | +131,591 | New | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 125,149 | 2,500 | 0.0% | 0.0% | 31 | -7,699 | -5.8% | Q4 2025 | Feb 17, 2026 |
| CANNELL CAPITAL LLC | History | Added to | 82,939 | 1,657 | 0.8% | 0.19% | 32 | +17,505 | 26.75% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 75,719 | 1,512 | 0.0% | 0.0% | 33 | -59,319 | -43.93% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 71,767 | 1,433 | 0.0% | 0.0% | 34 | +16,669 | 30.25% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 69,106 | 1,380 | 0.0% | 0.0% | 35 | +15,289 | 28.41% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 68,872 | 1,376 | 0.0% | 0.0% | 36 | +7,586 | 12.38% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 67,726 | 1,244 | 0.0% | 0.0% | 37 | +40,078 | 144.96% | Q4 2025 | Feb 11, 2026 |
| Minerva Advisors LLC | History | No change | 64,346 | 1,244 | 0.83% | 0.75% | 38 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 62,196 | 1,242 | 0.0% | 0.0% | 39 | +26,790 | 75.67% | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 55,900 | 1,116 | 0.01% | — | 40 | +55,900 | New | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 53,451 | 1,067 | 0.0% | 0.0% | 41 | +1,817 | 3.52% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 51,741 | 1,033 | 0.0% | 0.0% | 42 | -23,763 | -31.47% | Q4 2025 | Jan 29, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 47,706 | 953 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 47,344 | 945 | 0.0% | 0.0% | 44 | +2,017 | 4.45% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 45,865 | 916 | 0.04% | 0.05% | 45 | +8,991 | 24.38% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 41,200 | 823 | 0.0% | 0.0% | 46 | -1,200 | -2.83% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 39,495 | 789 | 0.0% | 0.0% | 47 | +23,555 | 147.77% | Q4 2025 | Feb 18, 2026 |
| Invesco Ltd. | History | Reduced | 39,226 | 783 | 0.0% | 0.0% | 48 | -634 | -1.59% | Q4 2025 | Feb 19, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 35,570 | 710 | 0.0% | 0.0% | 49 | +7,409 | 26.31% | Q4 2025 | Mar 20, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 34,114 | 681 | 0.0% | 0.0% | 50 | +10,686 | 45.61% | Q4 2025 | Feb 02, 2026 |
| Swiss National Bank | History | Added to | 33,500 | 669 | 0.0% | 0.0% | 51 | +1,900 | 6.01% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 32,077 | 640 | 0.0% | 0.0% | 52 | -44,388 | -58.05% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 29,854 | 596 | 0.02% | 0.01% | 53 | -264 | -0.88% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Added to | 28,300 | 565 | 0.0% | 0.0% | 54 | +1,000 | 3.66% | Q4 2025 | Feb 02, 2026 |
| State of Wyoming | History | Added to | 25,406 | 507 | 0.06% | 0.03% | 55 | +12,146 | 91.6% | Q4 2025 | Feb 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 25,363 | 506 | 0.01% | — | 56 | +25,363 | New | Q4 2025 | Jan 16, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 23,444 | 468 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 23,171 | 462 | 0.0% | 0.0% | 58 | +459 | 2.02% | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 23,021 | 459 | 0.0% | 0.0% | 59 | +11,765 | 104.52% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 22,939 | 458 | 0.0% | 0.0% | 60 | -4,479 | -16.34% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 22,895 | 457 | 0.0% | 0.0% | 61 | -1,748 | -7.09% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 21,315 | 425 | 0.02% | 0.0% | 62 | +20,443 | 2344.38% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 21,160 | 415 | 0.0% | 0.0% | 63 | +3,301 | 18.48% | Q4 2025 | Jan 08, 2026 |
| Nuveen, LLC | History | No change | 20,503 | 409 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 20,400 | 407 | 0.03% | — | 65 | +20,400 | New | Q4 2025 | Feb 02, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 18,498 | 369 | 0.04% | 0.08% | 66 | -20,973 | -53.14% | Q4 2025 | Feb 03, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 17,413 | 347 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 17,179 | 343 | 0.01% | 0.0% | 68 | -176 | -1.01% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 16,807 | 335 | 0.0% | 0.0% | 69 | +95 | 0.57% | Q4 2025 | Jan 28, 2026 |
| Trexquant Investment LP | History | Reduced | 16,485 | 329 | 0.0% | 0.01% | 70 | -13,907 | -45.76% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 15,403 | 307 | 0.0% | 0.0% | 71 | -85 | -0.55% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 15,216 | 304 | 0.0% | 0.0% | 72 | +15,000 | 6944.44% | Q4 2025 | Jan 30, 2026 |
| Mariner, LLC | History | Added to | 14,874 | 297 | 0.0% | 0.0% | 73 | +1,342 | 9.92% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | No change | 14,900 | 297 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TrueMark Investments, LLC | History | New | 14,552 | 290 | 0.06% | — | 75 | +14,552 | New | Q4 2025 | Jan 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 14,357 | 286 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 14,009 | 280 | 0.0% | 0.0% | 78 | +121 | 0.87% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 14,062 | 280 | 0.0% | 0.0% | 77 | -85 | -0.6% | Q4 2025 | Feb 12, 2026 |
| Ascent Group, LLC | History | Reduced | 13,958 | 278 | 0.01% | 0.01% | 79 | -712 | -4.85% | Q4 2025 | Jan 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 12,936 | 258 | 0.08% | 0.07% | 80 | +2,000 | 18.29% | Q4 2025 | Feb 10, 2026 |
| PDT Partners, LLC | History | Reduced | 12,461 | 248 | 0.02% | 0.03% | 81 | -9,998 | -44.52% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 12,215 | 244 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,150 | 242 | 0.0% | 0.0% | 83 | +2,081 | 20.67% | Q4 2025 | Feb 18, 2026 |
| Legal & General Group Plc | History | Reduced | 11,522 | 230 | 0.0% | 0.0% | 84 | -3,493 | -23.26% | Q4 2025 | Feb 09, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 12,752 | 226 | 0.01% | 0.01% | 85 | -940 | -6.87% | Q4 2025 | Feb 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 11,262 | 225 | 0.0% | 0.01% | 86 | +87 | 0.78% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Reduced | 11,149 | 222 | 0.0% | 0.0% | 87 | -3,535 | -24.07% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 10,900 | 217 | 0.0% | 0.0% | 88 | +525 | 5.06% | Q4 2025 | Feb 10, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 10,217 | 204 | 0.01% | — | 89 | +10,217 | New | Q4 2025 | Feb 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 10,144 | 203 | 0.0% | — | 90 | +10,144 | New | Q4 2025 | Feb 17, 2026 |
| IAG Wealth Partners, LLC | History | No change | 9,892 | 197 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MetLife Investment Management, LLC | History | No change | 8,681 | 173 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,784 | 155 | 0.0% | 0.0% | 93 | +238 | 3.15% | Q4 2025 | Feb 17, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 7,437 | 148 | 0.07% | 0.08% | 94 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | New | 5,590 | 112 | 0.0% | — | 95 | +5,590 | New | Q4 2025 | Jan 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,810 | 111 | 0.0% | — | 96 | +5,810 | New | Q4 2025 | Feb 17, 2026 |
| PhiloSmith Capital Corp | History | No change | 5,192 | 103 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 4,923 | 98 | 0.0% | 0.0% | 98 | +48 | 0.98% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,881 | 97 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,766 | 95 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 4,284 | 85 | 0.0% | 0.0% | 101 | -828 | -16.2% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 3,768 | 75 | 0.0% | 0.0% | 103 | +3,513 | 1377.65% | Q4 2025 | Feb 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 3,733 | 75 | 0.0% | 0.0% | 102 | +896 | 31.58% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 3,700 | 73 | 0.0% | 0.0% | 104 | +900 | 32.14% | Q4 2025 | Jan 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,325 | 66 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Allworth Financial LP | History | New | 3,239 | 64 | 0.0% | — | 107 | +3,239 | New | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Reduced | 3,218 | 64 | 0.0% | 0.0% | 106 | -2,018 | -38.54% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,210 | 64 | 0.01% | 0.01% | 108 | +201 | 6.68% | Q4 2025 | Jan 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,197 | 63 | 0.0% | 0.0% | 109 | -751 | -19.02% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,747 | 55 | 0.0% | 0.0% | 110 | +2,341 | 576.6% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,516 | 30 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,359 | 27 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,178 | 23 | 0.0% | 0.0% | 114 | -2,208 | -65.21% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,191 | 23 | 0.0% | 0.0% | 113 | -653 | -35.41% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 1,156 | 23 | 0.0% | 0.0% | 115 | +13 | 1.14% | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 991 | 20 | 0.0% | 0.0% | 116 | +753 | 316.39% | Q4 2025 | Jan 21, 2026 |
| GAMMA Investing LLC | History | Added to | 997 | 19 | 0.0% | 0.0% | 117 | +157 | 18.69% | Q4 2025 | Jan 05, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 809 | 16 | 0.0% | 0.0% | 118 | -44 | -5.16% | Q4 2025 | Jan 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 769 | 15 | 0.0% | 0.0% | 119 | +283 | 58.23% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Added to | 726 | 14 | 0.0% | 0.0% | 120 | +12 | 1.68% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 528 | 11 | 0.0% | 0.0% | 121 | +13 | 2.52% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 527 | 10 | 0.0% | 0.0% | 122 | +162 | 44.38% | Q4 2025 | Jan 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 474 | 9 | 0.0% | 0.0% | 123 | -37 | -7.24% | Q4 2025 | Jan 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 469 | 9 | 0.0% | 0.0% | 124 | +12 | 2.63% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Reduced | 362 | 7 | 0.0% | 0.0% | 125 | -5,359 | -93.67% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 362 | 7 | 0.0% | — | 126 | +362 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | New | 340 | 6 | 0.0% | — | 127 | +340 | New | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 200 | 4 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ASSETMARK, INC | History | No change | 236 | 4 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DANSKE BANK A/S | History | No change | 200 | 3 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Crewe Advisors LLC | History | No change | 180 | 3 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Optiver Holding B.V. | History | Reduced | 132 | 2 | 0.0% | 0.0% | 134 | -144 | -52.17% | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Reduced | 77 | 2 | 0.0% | 0.0% | 135 | -33 | -30.0% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 101 | 2 | 0.0% | 0.0% | 132 | +9 | 9.78% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | No change | 108 | 2 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GROUP ONE TRADING LLC | History | New | 100 | 1 | 0.0% | — | 138 | +100 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | New | 59 | 1 | 0.0% | — | 139 | +59 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 89 | 1 | 0.0% | 0.0% | 137 | +7 | 8.54% | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Added to | 83 | 1 | 0.0% | 0.0% | 141 | +3 | 3.75% | Q4 2025 | Jan 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 60 | 1 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | No change | 74 | 1 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -90,606 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -61,704 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SIERRA SUMMIT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -41,188 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,585 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,115 | -100.0% | Q3 2025 | Nov 13, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -11,080 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,760 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -318 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Trust Co | History | New | 37 | 0 | — | — | — | +37 | New | Q4 2025 | Jan 15, 2026 |
| Cornerstone Planning Group LLC | History | New | 36 | 0 | — | — | — | +36 | New | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Kilter Group LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 13, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Root Financial Partners, LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bare Financial Services, Inc | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |