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 | No change | 2,169,284 | 40,912 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,012,657 | 35,731 | 0.01% | 0.01% | 2 | +38,676 | 1.96% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 787,500 | 15,088 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 596,546 | 11,253 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 469,881 | 8,861 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 406,603 | 7,668 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| OLD REPUBLIC INTERNATIONAL CORP | History | No change | 425,500 | 7,570 | 0.34% | 0.3% | 7 | 0 | 0.0% | Q3 2026 | Oct 26, 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 | No change | 359,911 | 6,787 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 331,110 | 6,246 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 322,288 | 6,078 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CSM Advisors, LLC | History | No change | 289,040 | 5,453 | 0.12% | 0.12% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 267,074 | 5,037 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 259,723 | 4,898 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 226,439 | 4,270 | 1.61% | 1.61% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 223,650 | 4,218 | 0.27% | 0.27% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 217,943 | 4,110 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 209,183 | 3,945 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 197,233 | 3,719 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 200,853 | 3,573 | 0.0% | 0.0% | 20 | +40,993 | 25.64% | Q3 2026 | Nov 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 170,415 | 3,214 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 169,734 | 3,201 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 167,590 | 3,160 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 167,046 | 3,150 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 143,443 | 2,705 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 142,414 | 2,685 | 0.0% | 0.0% | 26 | 0 | 0.0% | 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 | No change | 118,746 | 2,254 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 112,113 | 2,114 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 110,704 | 2,087 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 105,245 | 1,984 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 100,638 | 1,898 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 100,095 | 1,887 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 96,138 | 1,710 | 0.02% | 0.02% | 34 | +3,264 | 3.51% | Q3 2026 | Oct 20, 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 | No change | 89,951 | 1,696 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANNELL CAPITAL LLC | History | No change | 82,939 | 1,564 | 1.05% | 1.05% | 37 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 75,242 | 1,419 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 71,501 | 1,348 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Minerva Advisors LLC | History | No change | 64,346 | 1,265 | 0.8% | 0.8% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 63,179 | 1,191 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | No change | 61,000 | 1,150 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 58,000 | 1,093 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 57,561 | 1,085 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 56,519 | 1,065 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Numerai GP LLC | History | No change | 47,915 | 903 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 46,767 | 882 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | No change | 46,045 | 868 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 45,443 | 857 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | No change | 42,103 | 794 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 40,168 | 757 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 40,114 | 756 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 39,019 | 735 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 38,121 | 718 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 38,033 | 676 | 0.01% | 0.0% | 55 | +26,762 | 237.44% | Q3 2026 | Oct 16, 2026 |
| Swiss National Bank | History | No change | 34,700 | 654 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 34,339 | 647 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 30,411 | 573 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | No change | 29,850 | 562 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 24,844 | 426 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 21,372 | 403 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 21,190 | 399 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 21,382 | 396 | 0.0% | 0.0% | 63 | +436 | 2.08% | Q3 2026 | Oct 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 21,290 | 378 | 0.0% | 0.0% | 64 | +1,336 | 6.7% | Q3 2026 | Nov 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 18,222 | 343 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 17,556 | 331 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 17,465 | 329 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 15,313 | 288 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 15,231 | 287 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 15,108 | 284 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 14,751 | 278 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 14,448 | 273 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 14,500 | 273 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 15,219 | 270 | 0.02% | 0.02% | 74 | +89 | 0.59% | Q3 2026 | Oct 23, 2026 |
| Russell Investments Group, Ltd. | History | No change | 13,481 | 254 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,351 | 251 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| JPMORGAN CHASE & CO | History | No change | 13,109 | 246 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 12,646 | 238 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 12,475 | 235 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 12,936 | 230 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 12,752 | 221 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Allianz Asset Management GmbH | History | No change | 11,640 | 219 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Bleakley Financial Group, LLC | History | No change | 11,357 | 214 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lewis Asset Management, LLC | History | Added to | 11,905 | 206 | 0.07% | 0.09% | 84 | +85 | 0.72% | Q3 2026 | Oct 13, 2026 |
| Mariner, LLC | History | No change | 10,792 | 203 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 10,483 | 197 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascent Group, LLC | History | Reduced | 11,051 | 196 | 0.01% | 0.01% | 87 | -1,615 | -12.75% | Q3 2026 | Oct 30, 2026 |
| Vise Technologies, Inc. | History | Added to | 10,897 | 193 | 0.0% | 0.0% | 88 | +229 | 2.15% | Q3 2026 | Oct 28, 2026 |
| IAG Wealth Partners, LLC | History | No change | 9,892 | 186 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of Wyoming | History | New | 9,949 | 176 | 0.01% | — | 90 | +9,949 | New | Q3 2026 | Oct 28, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 7,873 | 161 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 8,500 | 160 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 8,449 | 159 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 7,960 | 150 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 7,831 | 147 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,962 | 141 | 0.0% | 0.0% | 96 | -1,252 | -13.59% | Q3 2026 | Oct 16, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,535 | 129 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,889 | 104 | 0.0% | 0.0% | 98 | +4,016 | 214.42% | Q3 2026 | Oct 20, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 5,430 | 102 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 4,937 | 93 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PhiloSmith Capital Corp | History | No change | 5,192 | 92 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,881 | 92 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,766 | 89 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 4,718 | 84 | 0.01% | 0.01% | 104 | -28 | -0.59% | Q3 2026 | Oct 27, 2026 |
| FMR LLC | History | No change | 3,731 | 70 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 3,639 | 69 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,700 | 69 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 3,734 | 66 | 0.0% | 0.0% | 108 | -9,286 | -71.32% | Q3 2026 | Nov 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,444 | 64 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,325 | 62 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 3,026 | 57 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,625 | 49 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,616 | 49 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 1,877 | 35 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | No change | 1,822 | 34 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,802 | 32 | 0.0% | 0.0% | 116 | +121 | 7.2% | Q3 2026 | Oct 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,516 | 28 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,359 | 24 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Versant Capital Management, Inc | History | No change | 1,325 | 23 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,068 | 18 | 0.0% | 0.0% | 120 | +206 | 23.9% | Q3 2026 | Nov 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 953 | 16 | 0.0% | 0.0% | 121 | -96 | -9.15% | Q3 2026 | Nov 04, 2026 |
| GAMMA Investing LLC | History | Added to | 842 | 14 | 0.0% | 0.0% | 122 | +55 | 6.99% | Q3 2026 | Oct 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 673 | 11 | 0.0% | 0.0% | 123 | +174 | 34.87% | Q3 2026 | Oct 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 506 | 9 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 341 | 6 | 0.0% | 0.0% | 125 | -7 | -2.01% | Q3 2026 | Oct 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 366 | 6 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | New | 261 | 4 | 0.0% | — | 130 | +261 | New | Q3 2026 | Oct 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 232 | 4 | 0.0% | 0.0% | 128 | -242 | -51.05% | Q3 2026 | Oct 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 236 | 4 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 265 | 4 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GK Wealth Management LLC | History | New | 180 | 3 | 0.0% | — | 133 | +180 | New | Q3 2026 | Oct 09, 2026 |
| ASSETMARK, INC | History | Added to | 212 | 3 | 0.0% | 0.0% | 131 | +94 | 79.66% | Q3 2026 | Oct 21, 2026 |
| Optiver Holding B.V. | History | No change | 196 | 3 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | Added to | 90 | 2 | 0.0% | 0.0% | 134 | +18 | 25.0% | Q3 2026 | Oct 30, 2026 |
| Planning Strategies Inc. | History | No change | 120 | 2 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Root Financial Partners, LLC | History | New | 89 | 1 | 0.0% | — | 145 | +89 | New | Q3 2026 | Oct 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 75 | 1 | 0.0% | — | 146 | +75 | New | Q3 2026 | Oct 30, 2026 |
| SJS Investment Consulting Inc. | History | New | 67 | 1 | 0.0% | — | 144 | +67 | New | Q3 2026 | Oct 26, 2026 |
| FIFTH THIRD BANCORP | History | No change | 89 | 1 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 60 | 1 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 68 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 1 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avion Wealth | History | No change | 108 | 1 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 89 | 1 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blue Trust, Inc. | History | No change | 74 | 1 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| True Wealth Design, LLC | History | No change | 77 | 1 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -44,875 | -100.0% | Q3 2026 | Oct 27, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,760 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -186 | -100.0% | Q3 2026 | Oct 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 51 | 0 | — | — | — | +51 | New | Q3 2026 | Oct 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 13 | 0 | — | — | — | -20 | -60.61% | Q3 2026 | Oct 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 29, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 22 | 0 | — | — | — | -2 | -8.33% | Q3 2026 | Oct 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trust Co | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Hughes Financial Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Rialto Wealth Management, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kilter Group LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |