DONEGAL GROUP INC - DGICA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 2,169,284 | 40,912 | 0.0% | 0.0% | 1 | +262,498 | 13.77% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,973,981 | 37,710 | 0.01% | 0.01% | 2 | +71,847 | 3.78% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 787,500 | 15,088 | 0.0% | 0.0% | 3 | -10,656 | -1.34% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 596,546 | 11,253 | 0.0% | 0.0% | 4 | +40,594 | 7.3% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 469,881 | 8,861 | 0.0% | 0.0% | 5 | +73,902 | 18.66% | Q2 2026 | Aug 12, 2026 |
| OLD REPUBLIC INTERNATIONAL CORP | History | No change | 425,500 | 8,025 | 0.3% | 0.29% | 6 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| STATE STREET CORP | History | Added to | 406,603 | 7,668 | 0.0% | 0.0% | 7 | +14,035 | 3.58% | Q2 2026 | Aug 07, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 358,888 | 7,163 | 0.27% | 0.27% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 359,911 | 6,787 | 0.01% | 0.01% | 9 | -32,800 | -8.35% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 331,110 | 6,246 | 0.0% | 0.0% | 10 | +48,962 | 17.35% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 322,288 | 6,078 | 0.01% | 0.01% | 11 | -25,358 | -7.29% | Q2 2026 | Aug 12, 2026 |
| CSM Advisors, LLC | History | Added to | 289,040 | 5,453 | 0.12% | 0.08% | 12 | +110,960 | 62.31% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 267,074 | 5,037 | 0.0% | 0.0% | 13 | -9,163 | -3.32% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 259,723 | 4,898 | 0.0% | 0.0% | 14 | +101,346 | 63.99% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 226,439 | 4,270 | 1.61% | 1.59% | 15 | -580 | -0.26% | Q2 2026 | Aug 05, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 223,650 | 4,218 | 0.27% | 0.29% | 16 | -11,950 | -5.07% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 217,943 | 4,110 | 0.0% | 0.0% | 17 | +7,974 | 3.8% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 209,183 | 3,945 | 0.03% | 0.03% | 18 | +11,208 | 5.66% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 197,233 | 3,719 | 0.0% | 0.0% | 19 | +19,591 | 11.03% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 170,415 | 3,214 | 0.0% | 0.0% | 20 | -1,728 | -1.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 169,734 | 3,201 | 0.0% | 0.0% | 21 | +9,746 | 6.09% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 167,590 | 3,160 | 0.0% | 0.0% | 22 | +974 | 0.58% | Q2 2026 | Aug 06, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 167,046 | 3,150 | 0.0% | 0.0% | 23 | +12,777 | 8.28% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 159,860 | 3,014 | 0.0% | 0.0% | 24 | +36,100 | 29.17% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 143,443 | 2,705 | 0.0% | 0.0% | 25 | -98,247 | -40.65% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 142,414 | 2,685 | 0.0% | 0.0% | 26 | +2,894 | 2.07% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 136,781 | 2,579 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 118,746 | 2,254 | 0.0% | 0.0% | 28 | +6,716 | 5.99% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 112,113 | 2,114 | 0.01% | 0.01% | 29 | -22,614 | -16.79% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 110,704 | 2,087 | 0.0% | 0.0% | 30 | +48,076 | 76.76% | Q2 2026 | Sep 02, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 105,245 | 1,984 | 0.0% | 0.0% | 31 | -77,375 | -42.37% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 100,638 | 1,898 | 0.0% | 0.0% | 32 | +48,005 | 91.21% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 100,095 | 1,887 | 0.01% | 0.01% | 33 | -29,132 | -22.54% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 92,874 | 1,751 | 0.02% | 0.02% | 34 | +2,279 | 2.52% | Q2 2026 | Aug 03, 2026 |
| Empowered Funds, LLC | History | No change | 90,606 | 1,708 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Added to | 89,951 | 1,696 | 0.01% | 0.01% | 36 | +39,846 | 79.52% | Q2 2026 | Aug 14, 2026 |
| CANNELL CAPITAL LLC | History | No change | 82,939 | 1,564 | 1.05% | 0.87% | 37 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 75,242 | 1,419 | 0.0% | — | 38 | +75,242 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 71,501 | 1,348 | 0.0% | 0.0% | 39 | -2,319 | -3.14% | Q2 2026 | Aug 14, 2026 |
| Minerva Advisors LLC | History | No change | 64,346 | 1,265 | 0.8% | 0.72% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 63,179 | 1,191 | 0.0% | 0.0% | 41 | +11,514 | 22.29% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | New | 61,000 | 1,150 | 0.0% | — | 42 | +61,000 | New | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 58,000 | 1,093 | 0.0% | — | 43 | +58,000 | New | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 57,561 | 1,085 | 0.0% | 0.0% | 44 | +2,213 | 4.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 56,519 | 1,065 | 0.0% | 0.0% | 45 | +3,095 | 5.79% | Q2 2026 | Aug 11, 2026 |
| Numerai GP LLC | History | New | 47,915 | 903 | 0.07% | — | 46 | +47,915 | New | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 46,767 | 882 | 0.05% | 0.05% | 47 | +651 | 1.41% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | Reduced | 46,045 | 868 | 0.0% | 0.0% | 48 | -64,081 | -58.19% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 45,443 | 857 | 0.0% | 0.0% | 49 | +2,602 | 6.07% | Q2 2026 | Aug 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 44,875 | 846 | 0.01% | 0.01% | 50 | +8,126 | 22.11% | Q2 2026 | Jul 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 42,103 | 794 | 0.0% | 0.0% | 51 | +26,513 | 170.06% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 40,168 | 757 | 0.0% | 0.0% | 52 | -1,966 | -4.67% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Reduced | 40,114 | 756 | 0.0% | 0.0% | 53 | -1,172 | -2.84% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 39,019 | 735 | 0.0% | 0.0% | 54 | +18,516 | 90.31% | Q2 2026 | Aug 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 38,121 | 718 | 0.02% | 0.01% | 55 | +3,996 | 11.71% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | Added to | 34,700 | 654 | 0.0% | 0.0% | 56 | +1,200 | 3.58% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 34,339 | 647 | 0.0% | 0.0% | 57 | +7,428 | 27.6% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 30,411 | 573 | 0.0% | — | 58 | +30,411 | New | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | Reduced | 29,850 | 562 | 0.0% | 0.0% | 59 | -7,034 | -19.07% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 24,844 | 426 | 0.0% | 0.0% | 60 | +2,800 | 12.7% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 21,372 | 403 | 0.0% | — | 61 | +21,372 | New | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 21,190 | 399 | 0.0% | 0.0% | 62 | +1,162 | 5.8% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 20,946 | 395 | 0.0% | 0.0% | 63 | +866 | 4.31% | Q2 2026 | Jul 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 19,954 | 376 | 0.0% | 0.0% | 64 | +3,911 | 24.38% | Q2 2026 | Jul 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 18,222 | 343 | 0.0% | 0.0% | 65 | +6,007 | 49.18% | Q2 2026 | Aug 17, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 17,556 | 331 | 0.0% | 0.0% | 66 | +8,806 | 100.64% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 17,465 | 329 | 0.0% | 0.0% | 67 | +2,400 | 15.93% | Q2 2026 | Aug 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 15,313 | 288 | 0.0% | 0.0% | 68 | +4,146 | 37.13% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 15,231 | 287 | 0.0% | 0.0% | 69 | +27 | 0.18% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 15,130 | 285 | 0.02% | 0.03% | 70 | -8,276 | -35.36% | Q2 2026 | Aug 05, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 15,108 | 284 | 0.02% | — | 71 | +15,108 | New | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 14,751 | 278 | 0.0% | 0.0% | 72 | -526 | -3.44% | Q2 2026 | Aug 24, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 12,752 | 278 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 14,448 | 273 | 0.0% | 0.0% | 74 | +757 | 5.53% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 14,500 | 273 | 0.01% | 0.01% | 75 | -400 | -2.68% | Q2 2026 | Aug 14, 2026 |
| Lewis Asset Management, LLC | History | Added to | 11,820 | 257 | 0.09% | 0.08% | 76 | +351 | 3.06% | Q2 2026 | Jul 21, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 13,481 | 254 | 0.0% | 0.0% | 77 | +9,028 | 202.74% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,351 | 251 | 0.0% | 0.0% | 78 | +987 | 7.98% | Q2 2026 | Aug 19, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 13,109 | 246 | 0.0% | 0.0% | 79 | -4,371 | -25.01% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 13,020 | 245 | 0.0% | 0.0% | 80 | +7,509 | 136.25% | Q2 2026 | Aug 03, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 12,936 | 244 | 0.06% | 0.07% | 81 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 12,646 | 238 | 0.0% | — | 83 | +12,646 | New | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | Added to | 12,666 | 238 | 0.01% | 0.01% | 82 | +1,411 | 12.54% | Q2 2026 | Aug 03, 2026 |
| Savant Capital, LLC | History | Added to | 12,475 | 235 | 0.0% | 0.0% | 84 | +2,467 | 24.65% | Q2 2026 | Aug 10, 2026 |
| Allianz Asset Management GmbH | History | New | 11,640 | 219 | 0.0% | — | 85 | +11,640 | New | Q2 2026 | Sep 02, 2026 |
| Bleakley Financial Group, LLC | History | New | 11,357 | 214 | 0.0% | — | 86 | +11,357 | New | Q2 2026 | Aug 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 11,271 | 212 | 0.0% | — | 87 | +11,271 | New | Q2 2026 | Jul 13, 2026 |
| Mariner, LLC | History | Reduced | 10,792 | 203 | 0.0% | 0.0% | 88 | -597 | -5.24% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | New | 10,668 | 201 | 0.0% | — | 89 | +10,668 | New | Q2 2026 | Aug 10, 2026 |
| MetLife Investment Management, LLC | History | Added to | 10,483 | 197 | 0.0% | 0.0% | 90 | +1,802 | 20.76% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 11,349 | 194 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IAG Wealth Partners, LLC | History | No change | 9,892 | 186 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 9,214 | 173 | 0.0% | 0.0% | 93 | +2,004 | 27.79% | Q2 2026 | Jul 20, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 7,873 | 161 | 0.0% | 0.0% | 94 | -3,225 | -29.06% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 8,500 | 160 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 8,449 | 159 | 0.06% | 0.06% | 96 | +1,012 | 13.61% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 7,960 | 150 | 0.0% | 0.0% | 97 | -28 | -0.35% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Reduced | 7,831 | 147 | 0.0% | 0.0% | 98 | -992 | -11.24% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,535 | 129 | 0.0% | 0.0% | 99 | +2,246 | 52.37% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 5,430 | 102 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PhiloSmith Capital Corp | History | No change | 5,192 | 97 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,937 | 93 | 0.0% | 0.0% | 102 | -7,902 | -61.55% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,881 | 92 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 4,746 | 90 | 0.01% | 0.0% | 104 | +4,508 | 1894.12% | Q2 2026 | Jul 16, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,766 | 89 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FMR LLC | History | Reduced | 3,731 | 70 | 0.0% | 0.0% | 106 | -656 | -14.95% | Q2 2026 | Aug 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 3,760 | 70 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 3,639 | 69 | 0.0% | 0.0% | 108 | -210 | -5.46% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,700 | 69 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,444 | 64 | 0.0% | 0.0% | 110 | +453 | 15.15% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,325 | 62 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | Reduced | 3,026 | 57 | 0.0% | 0.0% | 112 | -16 | -0.53% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,625 | 49 | 0.0% | 0.0% | 113 | +1,083 | 70.23% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,616 | 49 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,873 | 35 | 0.0% | — | 115 | +1,866 | 26657.14% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | Added to | 1,877 | 35 | 0.0% | 0.0% | 116 | +1,579 | 529.87% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | Added to | 1,822 | 34 | 0.0% | 0.0% | 117 | +660 | 56.8% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,681 | 31 | 0.0% | 0.0% | 118 | +1,300 | 341.21% | Q2 2026 | Jul 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,516 | 28 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,359 | 25 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,325 | 24 | 0.0% | 0.01% | 121 | -1,885 | -58.72% | Q2 2026 | Jul 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,049 | 19 | 0.0% | 0.0% | 122 | +281 | 36.59% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 862 | 16 | 0.0% | 0.0% | 123 | +405 | 88.62% | Q2 2026 | Aug 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 787 | 14 | 0.0% | 0.0% | 124 | -50 | -5.97% | Q2 2026 | Jul 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 506 | 9 | 0.0% | 0.0% | 125 | +204 | 67.55% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 499 | 9 | 0.0% | 0.0% | 126 | -23 | -4.41% | Q2 2026 | Jul 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 474 | 8 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Sterling Capital Management LLC | History | Reduced | 348 | 6 | 0.0% | 0.0% | 128 | -13,432 | -97.47% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | New | 366 | 6 | 0.0% | — | 129 | +366 | New | Q2 2026 | Aug 06, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 265 | 4 | 0.0% | — | 131 | +265 | New | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 236 | 4 | 0.0% | 0.0% | 130 | +93 | 65.03% | Q2 2026 | Aug 14, 2026 |
| Stone House Investment Management, LLC | History | Added to | 186 | 3 | 0.0% | 0.0% | 132 | +76 | 69.09% | Q2 2026 | Aug 05, 2026 |
| Optiver Holding B.V. | History | Added to | 196 | 3 | 0.0% | 0.0% | 133 | +40 | 25.64% | Q2 2026 | Aug 12, 2026 |
| Planning Strategies Inc. | History | New | 120 | 2 | 0.0% | — | 136 | +120 | New | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | No change | 118 | 2 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Avion Wealth | History | No change | 108 | 2 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 89 | 1 | 0.0% | — | 144 | +89 | New | Q2 2026 | Aug 04, 2026 |
| Covestor Ltd | History | Added to | 72 | 1 | 0.0% | 0.0% | 142 | +30 | 71.43% | Q2 2026 | Aug 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 68 | 1 | 0.0% | — | 139 | +18 | 36.0% | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 77 | 1 | 0.0% | 0.0% | 143 | -2 | -2.53% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 89 | 1 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 60 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 1 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | No change | 74 | 1 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -356,309 | -100.0% | Q2 2026 | Aug 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48,831 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,868 | -100.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -25,169 | -100.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.04% | — | -17,896 | -100.0% | Q2 2026 | Aug 06, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,707 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.0% | — | -16,807 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,484 | -100.0% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,969 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,544 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -12,007 | -100.0% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,725 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,730 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Essential Partners LLC | History | Reduced | 46 | 0 | — | 0.0% | — | -68 | -59.65% | Q2 2026 | Aug 10, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 24 | 0 | — | 0.0% | — | -54 | -69.23% | Q2 2026 | Jul 22, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -53 | -100.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -39 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Rialto Wealth Management, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q2 2026 | Aug 11, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q2 2026 | Jul 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 33 | 0 | — | — | — | +26 | 371.43% | Q2 2026 | Jul 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 36 | 0 | — | — | — | +12 | 50.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 2 | 0 | — | — | — | -7 | -77.78% | Q2 2026 | Aug 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 04, 2026 |
| Hughes Financial Services, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trust Co | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |