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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,902,134 | 32,762 | 0.01% | 0.01% | 1 | +7,319 | 0.39% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Reduced | 1,906,786 | 32,758 | 0.0% | 0.0% | 2 | -105,171 | -5.23% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,059,854 | 21,091 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 798,156 | 13,737 | 0.0% | — | 4 | +798,156 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 555,952 | 9,552 | 0.0% | 0.0% | 5 | +21,249 | 3.97% | Q1 2026 | May 15, 2026 |
| OLD REPUBLIC INTERNATIONAL CORP | History | No change | 425,500 | 7,310 | 0.29% | 0.34% | 6 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 395,979 | 6,802 | 0.0% | 0.0% | 7 | +83,759 | 26.83% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 392,711 | 6,746 | 0.01% | 0.01% | 8 | +21,500 | 5.79% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 392,568 | 6,744 | 0.0% | 0.0% | 9 | +839 | 0.21% | Q1 2026 | May 15, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 358,888 | 6,234 | 0.27% | 0.29% | 10 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ProShare Advisors LLC | History | Added to | 356,309 | 6,121 | 0.01% | 0.01% | 11 | +47,531 | 15.39% | Q1 2026 | Apr 24, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 347,646 | 5,972 | 0.01% | 0.02% | 12 | -15,626 | -4.3% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 282,148 | 4,847 | 0.0% | 0.0% | 13 | +56,789 | 25.2% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 276,237 | 4,745 | 0.0% | 0.0% | 14 | +80,614 | 41.21% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 241,690 | 4,152 | 0.0% | 0.0% | 15 | +116,541 | 93.12% | Q1 2026 | May 15, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 235,600 | 4,048 | 0.29% | 0.34% | 16 | -12,050 | -4.87% | Q1 2026 | May 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 227,019 | 3,907 | 1.59% | 1.91% | 17 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 209,969 | 3,607 | 0.0% | 0.0% | 18 | -14,050 | -6.27% | Q1 2026 | May 11, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 197,975 | 3,401 | 0.03% | 0.03% | 19 | +28,122 | 16.56% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 182,620 | 3,137 | 0.0% | 0.0% | 20 | +106,901 | 141.18% | Q1 2026 | May 15, 2026 |
| CSM Advisors, LLC | History | Reduced | 178,080 | 3,060 | 0.08% | 0.1% | 21 | -1,080 | -0.6% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 177,642 | 3,051 | 0.0% | 0.0% | 22 | +16,521 | 10.25% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 172,143 | 2,957 | 0.0% | 0.0% | 23 | -27,886 | -13.94% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 166,616 | 2,862 | 0.0% | 0.0% | 24 | +9,075 | 5.76% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 159,988 | 2,748 | 0.0% | 0.0% | 25 | +4,605 | 2.96% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 158,377 | 2,720 | 0.0% | 0.0% | 26 | -77,747 | -32.93% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 154,269 | 2,650 | 0.0% | — | 27 | +154,269 | New | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 139,520 | 2,396 | 0.0% | 0.0% | 28 | -30,828 | -18.1% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 136,781 | 2,349 | 0.05% | 0.06% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 134,727 | 2,314 | 0.01% | 0.01% | 30 | -57,710 | -29.99% | Q1 2026 | Apr 30, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 129,227 | 2,220 | 0.01% | 0.01% | 31 | -2,364 | -1.8% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 123,760 | 2,126 | 0.0% | 0.0% | 32 | -37,775 | -23.39% | Q1 2026 | May 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 112,030 | 1,927 | 0.0% | — | 33 | +112,030 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 110,126 | 1,891 | 0.0% | 0.0% | 34 | +58,385 | 112.84% | Q1 2026 | May 05, 2026 |
| Empowered Funds, LLC | History | New | 90,606 | 1,556 | 0.01% | — | 36 | +90,606 | New | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 90,595 | 1,556 | 0.02% | 0.01% | 35 | +42,889 | 89.9% | Q1 2026 | Apr 21, 2026 |
| CANNELL CAPITAL LLC | History | No change | 82,939 | 1,424 | 0.87% | 0.8% | 37 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 73,820 | 1,268 | 0.0% | 0.0% | 38 | +2,053 | 2.86% | Q1 2026 | May 15, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 55,900 | 1,116 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Minerva Advisors LLC | History | No change | 64,346 | 1,114 | 0.72% | 0.83% | 40 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 62,628 | 1,075 | 0.0% | — | 41 | +62,628 | New | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | New | 55,348 | 950 | 0.0% | — | 42 | +55,348 | New | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 53,424 | 917 | 0.0% | 0.0% | 43 | -27 | -0.05% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 52,633 | 904 | 0.0% | 0.0% | 44 | +13,138 | 33.26% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Reduced | 51,665 | 887 | 0.0% | 0.0% | 45 | -10,531 | -16.93% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Added to | 50,105 | 860 | 0.01% | 0.0% | 46 | +33,620 | 203.94% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 48,831 | 837 | 0.0% | 0.0% | 47 | -92,219 | -65.38% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 41,200 | 823 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 46,116 | 792 | 0.05% | 0.04% | 49 | +251 | 0.55% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 42,841 | 736 | 0.0% | 0.0% | 50 | -26,265 | -38.01% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 42,134 | 723 | 0.0% | 0.0% | 51 | -5,210 | -11.0% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 41,286 | 709 | 0.0% | 0.0% | 52 | -27,586 | -40.05% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 36,884 | 633 | 0.0% | 0.0% | 53 | -2,342 | -5.97% | Q1 2026 | May 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 36,749 | 631 | 0.01% | 0.01% | 54 | +11,386 | 44.89% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 34,868 | 599 | 0.0% | — | 55 | +34,868 | New | Q1 2026 | May 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 34,125 | 586 | 0.01% | 0.02% | 56 | +4,271 | 14.31% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | No change | 33,500 | 575 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 26,911 | 462 | 0.0% | 0.0% | 58 | -5,166 | -16.1% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 22,044 | 440 | 0.0% | 0.0% | 59 | -1,400 | -5.97% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 25,169 | 432 | 0.0% | 0.0% | 60 | +2,148 | 9.33% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 21,315 | 425 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 23,406 | 402 | 0.03% | 0.03% | 62 | +3,006 | 14.74% | Q1 2026 | Apr 21, 2026 |
| Nuveen, LLC | History | No change | 20,503 | 352 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 20,080 | 346 | 0.0% | 0.0% | 64 | -1,080 | -5.1% | Q1 2026 | Apr 08, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 20,028 | 344 | 0.0% | 0.0% | 65 | -2,911 | -12.69% | Q1 2026 | May 12, 2026 |
| State of Wyoming | History | Reduced | 17,896 | 307 | 0.04% | 0.06% | 66 | -7,510 | -29.56% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 17,707 | 304 | 0.0% | 0.0% | 67 | -17,863 | -50.22% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 17,480 | 299 | 0.0% | 0.0% | 68 | -5,691 | -24.56% | Q1 2026 | May 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 16,807 | 288 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 16,043 | 275 | 0.0% | — | 70 | +16,043 | New | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | New | 15,590 | 267 | 0.0% | — | 71 | +15,590 | New | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 15,277 | 262 | 0.0% | 0.0% | 72 | -126 | -0.82% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 15,204 | 261 | 0.0% | 0.0% | 73 | -12 | -0.08% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 15,065 | 258 | 0.0% | 0.0% | 74 | +708 | 4.93% | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | No change | 14,900 | 255 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | New | 14,484 | 248 | 0.0% | — | 76 | +14,484 | New | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 13,691 | 236 | 0.0% | 0.0% | 77 | +3,547 | 34.97% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 13,780 | 236 | 0.0% | 0.01% | 78 | -3,399 | -19.79% | Q1 2026 | Apr 22, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 12,752 | 226 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 12,969 | 222 | 0.0% | — | 81 | +12,969 | New | Q1 2026 | Apr 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 12,936 | 222 | 0.07% | 0.08% | 80 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 12,839 | 220 | 0.0% | 0.0% | 82 | +7,916 | 160.8% | Q1 2026 | May 12, 2026 |
| Polymer Capital Management (US) LLC | History | New | 12,544 | 215 | 0.02% | — | 83 | +12,544 | New | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,364 | 212 | 0.0% | 0.0% | 84 | +214 | 1.76% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 12,215 | 209 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Amundi | History | New | 12,007 | 206 | 0.0% | — | 86 | +12,007 | New | Q1 2026 | May 15, 2026 |
| Lewis Asset Management, LLC | History | New | 11,469 | 202 | 0.08% | — | 87 | +11,469 | New | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Reduced | 11,389 | 195 | 0.0% | 0.0% | 88 | -3,485 | -23.43% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 11,349 | 194 | 0.0% | 0.0% | 89 | -2,660 | -18.99% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Reduced | 11,255 | 193 | 0.01% | 0.01% | 90 | -2,703 | -19.37% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 11,098 | 192 | 0.0% | — | 91 | +11,098 | New | Q1 2026 | May 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 11,167 | 191 | 0.0% | 0.0% | 92 | -2,895 | -20.59% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Reduced | 10,008 | 171 | 0.0% | 0.0% | 93 | -892 | -8.18% | Q1 2026 | May 04, 2026 |
| IAG Wealth Partners, LLC | History | No change | 9,892 | 169 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Legal & General Group Plc | History | Reduced | 8,823 | 151 | 0.0% | 0.0% | 95 | -2,699 | -23.42% | Q1 2026 | May 08, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 8,750 | 150 | 0.0% | — | 96 | +8,750 | New | Q1 2026 | May 08, 2026 |
| MetLife Investment Management, LLC | History | No change | 8,681 | 149 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 8,500 | 146 | 0.0% | — | 98 | +8,500 | New | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,988 | 137 | 0.0% | 0.0% | 99 | +204 | 2.62% | Q1 2026 | May 15, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 7,437 | 127 | 0.06% | 0.07% | 100 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 7,210 | 123 | 0.0% | 0.0% | 101 | +3,442 | 91.35% | Q1 2026 | Apr 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 6,725 | 115 | 0.0% | 0.0% | 102 | -61,001 | -90.07% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 5,511 | 94 | 0.0% | 0.0% | 103 | -5,638 | -50.57% | Q1 2026 | May 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 5,430 | 93 | 0.0% | — | 104 | +5,430 | New | Q1 2026 | May 08, 2026 |
| PhiloSmith Capital Corp | History | No change | 5,192 | 89 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,881 | 83 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,766 | 81 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 4,453 | 76 | 0.0% | 0.0% | 108 | +169 | 3.94% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 4,289 | 75 | 0.0% | 0.0% | 110 | -1,521 | -26.18% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 4,387 | 75 | 0.0% | 0.0% | 109 | +1,169 | 36.33% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 3,849 | 66 | 0.0% | 0.0% | 111 | +116 | 3.11% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 3,760 | 64 | 0.0% | — | 113 | +3,760 | New | Q1 2026 | Apr 29, 2026 |
| Aquatic Capital Management LLC | History | Added to | 3,730 | 64 | 0.0% | 0.0% | 112 | +3,004 | 413.77% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,700 | 63 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,325 | 57 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | No change | 3,210 | 55 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Allworth Financial LP | History | Reduced | 3,042 | 52 | 0.0% | 0.0% | 117 | -197 | -6.08% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,991 | 51 | 0.0% | 0.0% | 118 | -206 | -6.44% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,616 | 44 | 0.0% | 0.0% | 119 | -131 | -4.77% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,542 | 26 | 0.0% | 0.0% | 121 | +351 | 29.47% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,516 | 26 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,359 | 23 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Larson Financial Group LLC | History | Added to | 1,162 | 19 | 0.0% | 0.0% | 123 | +6 | 0.52% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Reduced | 837 | 14 | 0.0% | 0.0% | 124 | -160 | -16.05% | Q1 2026 | Apr 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 768 | 13 | 0.0% | 0.0% | 125 | -410 | -34.8% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 522 | 8 | 0.0% | 0.0% | 127 | -5 | -0.95% | Q1 2026 | Apr 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 474 | 8 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 457 | 7 | 0.0% | 0.0% | 128 | -12 | -2.56% | Q1 2026 | Jun 02, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 381 | 6 | 0.0% | 0.0% | 129 | -428 | -52.9% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 340 | 6 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 302 | 5 | 0.0% | 0.0% | 131 | +201 | 199.01% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Reduced | 298 | 5 | 0.0% | 0.0% | 132 | -64 | -17.68% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 238 | 4 | 0.0% | 0.0% | 133 | -753 | -75.98% | Q1 2026 | Apr 16, 2026 |
| Crewe Advisors LLC | History | No change | 180 | 3 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 143 | 2 | 0.0% | — | 137 | +143 | New | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 118 | 2 | 0.0% | 0.0% | 135 | -118 | -50.0% | Q1 2026 | May 06, 2026 |
| Optiver Holding B.V. | History | Added to | 156 | 2 | 0.0% | 0.0% | 136 | +24 | 18.18% | Q1 2026 | Jun 02, 2026 |
| Stone House Investment Management, LLC | History | New | 110 | 1 | 0.0% | — | 148 | +110 | New | Q1 2026 | Apr 22, 2026 |
| DANSKE BANK A/S | History | Reduced | 100 | 1 | 0.0% | 0.0% | 139 | -100 | -50.0% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 89 | 1 | 0.0% | — | 147 | +89 | New | Q1 2026 | May 01, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 78 | 1 | 0.0% | — | 141 | +59 | 310.53% | Q1 2026 | Apr 27, 2026 |
| Essential Partners LLC | History | Reduced | 114 | 1 | 0.0% | 0.0% | 146 | -43 | -27.39% | Q1 2026 | May 21, 2026 |
| Covestor Ltd | History | Reduced | 42 | 1 | 0.0% | 0.0% | 143 | -35 | -45.45% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 74 | 1 | 0.0% | — | 145 | +28 | 60.87% | Q1 2026 | Apr 24, 2026 |
| True Wealth Design, LLC | History | Reduced | 79 | 1 | 0.0% | 0.0% | 144 | -4 | -4.82% | Q1 2026 | Apr 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 60 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | No change | 108 | 1 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | No change | 74 | 1 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -203,625 | -100.0% | Q1 2026 | May 13, 2026 |
| Point Nemo Capital, LLC | History | Closed out | 0 | 0 | — | 0.87% | — | -43,827 | -100.0% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,114 | -100.0% | Q1 2026 | May 04, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -28,300 | -100.0% | Q1 2026 | Apr 24, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,895 | -100.0% | Q1 2026 | May 14, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.04% | — | -18,498 | -100.0% | Q1 2026 | May 07, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,413 | -100.0% | Q1 2026 | May 15, 2026 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -14,552 | -100.0% | Q1 2026 | Apr 20, 2026 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,461 | -100.0% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,262 | -100.0% | Q1 2026 | May 04, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,217 | -100.0% | Q1 2026 | May 06, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,590 | -100.0% | Q1 2026 | Apr 16, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 39 | 0 | — | 0.0% | — | -730 | -94.93% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -528 | -100.0% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -362 | -100.0% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 27, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 50 | 0 | — | 0.0% | — | -39 | -43.82% | Q1 2026 | May 07, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 38 | 0 | — | — | — | +38 | New | Q1 2026 | Apr 24, 2026 |
| Kilter Group LLC | History | Added to | 38 | 0 | — | — | — | +32 | 533.33% | Q1 2026 | May 14, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 53 | 0 | — | 0.0% | — | -6 | -10.17% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | Apr 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Trust Co | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |