FIRST MID BANCSHARES, INC. - FMBH

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
13D/13G major owners: Ownership tab.
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 2,375,794 114,251 0.0% 0.0% 1 +307,643 14.88% Q2 2026 Aug 07, 2026
Ballentine Partners, LLC History Reduced 1,670,229 80,321 0.98% 0.96% 2 -2,257 -0.13% Q2 2026 Jul 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,167,770 56,157 0.01% 0.01% 3 +66,675 6.06% Q2 2026 Aug 11, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Added to 1,072,533 51,578 0.0% 0.0% 4 +139,770 14.98% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 751,124 36,121 0.02% 0.01% 5 +94,876 14.46% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 659,157 31,705 0.0% 0.0% 6 +97,608 17.38% Q2 2026 Aug 12, 2026
STATE STREET CORP History Added to 584,436 28,105 0.0% 0.0% 7 +59,320 11.3% Q2 2026 Sep 22, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 503,186 24,198 0.0% 0.0% 8 +60,733 13.73% Q2 2026 Aug 14, 2026
Boston Partners History Reduced 459,139 22,076 0.02% 0.02% 9 -3,914 -0.85% Q2 2026 Aug 04, 2026
GW&K Investment Management, LLC History Reduced 414,566 19,936 0.16% 0.16% 10 -17,873 -4.13% Q2 2026 Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 344,995 16,590 0.0% 0.0% 11 +52,686 18.02% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History Added to 249,147 11,981 0.0% 0.0% 12 +30,726 14.07% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History Added to 224,431 10,792 0.0% 0.0% 13 +42,890 23.63% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 205,999 9,906 0.01% 0.01% 14 -765 -0.37% Q2 2026 Sep 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 202,760 9,750 0.0% 0.0% 15 +24,294 13.61% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History Reduced 170,861 8,177 0.0% 0.0% 16 -9,093 -5.05% Q2 2026 Aug 12, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 165,913 7,978 0.14% 0.13% 17 +8,214 5.21% Q2 2026 Aug 14, 2026
Rhino Investment Partners, Inc History Added to 165,818 7,974 2.41% 1.81% 18 +8,237 5.23% Q2 2026 Aug 14, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 163,484 7,861 0.02% 0.02% 19 +1,220 0.75% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 159,983 7,693 0.0% 0.0% 20 +19,902 14.21% Q2 2026 Aug 13, 2026
ENDEAVOUR CAPITAL ADVISORS INC History Reduced 157,934 7,595 1.56% 1.73% 21 -27,544 -14.85% Q2 2026 Aug 07, 2026
GENDELL JEFFREY L History No change 137,473 6,611 0.06% 0.08% 22 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 135,673 6,524 0.0% 0.0% 23 +21,501 18.83% Q2 2026 Aug 14, 2026
Siena Capital Partners GP, LLC History No change 128,404 6,174 1.49% 1.37% 24 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Added to 114,770 5,519 0.0% 0.0% 25 +11,192 10.81% Q2 2026 Aug 06, 2026
Empowered Funds, LLC History Added to 114,413 5,502 0.03% 0.03% 26 +8,214 7.73% Q2 2026 Aug 14, 2026
MALTESE CAPITAL MANAGEMENT LLC History Added to 105,700 5,083 0.93% 0.83% 27 +3,200 3.12% Q2 2026 Aug 14, 2026
COZAD ASSET MANAGEMENT INC History No change 102,470 4,927 0.32% 0.33% 28 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 100,382 4,827 0.0% 0.0% 29 +37,938 60.76% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 84,964 4,085 0.13% 0.13% 30 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History Reduced 80,910 3,890 0.0% 0.0% 31 -346 -0.43% Q2 2026 Aug 14, 2026
MORGAN STANLEY History Added to 74,154 3,566 0.0% 0.0% 32 +23,307 45.84% Q2 2026 Aug 13, 2026
Creative Planning History Added to 72,960 3,508 0.0% 0.0% 33 +5,284 7.81% Q2 2026 Aug 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 66,368 3,191 0.02% 0.02% 34 +3,097 4.89% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History New 62,757 3,017 0.0% — 35 +62,757 New Q2 2026 Sep 02, 2026
Russell Investments Group, Ltd. History Reduced 62,528 3,007 0.0% 0.0% 36 -45,007 -41.85% Q2 2026 Aug 06, 2026
TUDOR INVESTMENT CORP ET AL History Added to 53,084 2,552 0.0% 0.0% 37 +25,047 89.34% Q2 2026 Aug 14, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 52,452 2,522 0.04% 0.04% 38 -2,578 -4.68% Q2 2026 Jul 10, 2026
DEPRINCE RACE & ZOLLO INC History Reduced 48,611 2,337 0.04% 0.09% 39 -70,056 -59.04% Q2 2026 Aug 20, 2026
Swiss National Bank History Added to 46,700 2,245 0.0% 0.0% 40 +800 1.74% Q2 2026 Aug 11, 2026
Nuveen, LLC History Added to 45,957 2,210 0.0% 0.0% 41 +4,803 11.67% Q2 2026 Aug 11, 2026
PRUDENTIAL FINANCIAL INC History Added to 45,165 2,171 0.0% 0.0% 42 +13,520 42.72% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History Reduced 44,657 2,147 0.0% 0.0% 43 -573 -1.27% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 39,986 1,922 0.0% 0.0% 44 +3,502 9.6% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 39,395 1,894 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 04, 2026
Quantinno Capital Management LP History Added to 37,344 1,795 0.0% 0.0% 46 +9,419 33.73% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 33,600 1,615 0.0% 0.0% 47 +2,400 7.69% Q2 2026 Aug 07, 2026
HoldCo Asset Management, LP History No change 33,284 1,600 0.1% 0.1% 48 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 31,570 1,518 0.0% 0.0% 49 +2,585 8.92% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History Added to 28,827 1,386 0.0% 0.0% 50 +6,050 26.56% Q2 2026 Aug 11, 2026
Mariner, LLC History Added to 28,591 1,374 0.0% 0.0% 51 +10,354 56.77% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 28,548 1,372 0.0% 0.0% 52 +9,013 46.14% Q2 2026 Aug 24, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 28,285 1,360 0.0% 0.0% 53 +19,339 216.17% Q2 2026 Aug 13, 2026
Visionary Wealth Advisors History No change 28,131 1,352 0.05% 0.05% 54 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History Added to 27,476 1,321 0.0% 0.0% 55 +707 2.64% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 26,168 1,258 0.0% 0.0% 56 +1,609 6.55% Q2 2026 Aug 04, 2026
State of New Jersey Common Pension Fund D History New 25,986 1,249 0.0% — 57 +25,986 New Q2 2026 Aug 04, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 25,817 1,241 0.03% 0.03% 58 -1,800 -6.52% Q2 2026 Aug 13, 2026
Armstrong, Fleming & Moore, Inc History No change 24,930 1,198 0.4% 0.44% 59 0 0.0% Q2 2026 Jul 28, 2026
DEUTSCHE BANK AG\ History Added to 24,400 1,173 0.0% 0.0% 60 +3,283 15.55% Q2 2026 Aug 07, 2026
GLOBEFLEX CAPITAL L P History No change 23,714 1,140 0.15% 0.15% 61 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 23,356 1,123 0.0% 0.0% 62 -6,714 -22.33% Q2 2026 Aug 14, 2026
DUNCKER STREETT & CO INC History No change 23,211 1,116 0.19% 0.18% 63 0 0.0% Q2 2026 Jul 28, 2026
ALLIANCEBERNSTEIN L.P. History Added to 25,045 1,031 0.0% 0.0% 64 +4,110 19.63% Q2 2026 Aug 14, 2026
MAI Capital Management History Added to 20,301 976 0.0% 0.0% 65 +715 3.65% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 20,235 974 0.0% 0.0% 66 +3,687 22.28% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 17,559 844 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 16,962 815 0.0% 0.0% 68 +3,184 23.11% Q2 2026 Aug 14, 2026
FMR LLC History Added to 16,825 809 0.0% 0.0% 69 +12,848 323.06% Q2 2026 Aug 13, 2026
UBS Group AG History Reduced 16,377 787 0.0% 0.0% 70 -11,274 -40.77% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 15,086 725 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History Reduced 15,016 722 0.0% 0.0% 72 -2,848 -15.94% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History Added to 14,374 691 0.0% 0.0% 73 +2,211 18.18% Q2 2026 Aug 13, 2026
CITIGROUP INC History Added to 14,227 684 0.0% 0.0% 74 +10,598 292.04% Q2 2026 Aug 03, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 13,800 663 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History New 13,588 654 0.0% — 76 +13,588 New Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History New 13,252 637 0.0% — 77 +13,252 New Q2 2026 Jul 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 13,013 625 0.0% 0.0% 78 -8,280 -38.89% Q2 2026 Aug 19, 2026
Valeo Financial Advisors, LLC History Added to 12,556 603 0.01% 0.01% 79 +25 0.2% Q2 2026 Jul 08, 2026
Sequoia Financial Advisors, LLC History New 12,320 592 0.0% — 80 +12,320 New Q2 2026 Jul 17, 2026
IEQ CAPITAL, LLC History Reduced 12,218 587 0.0% 0.0% 81 -1,250 -9.28% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 12,200 586 0.0% 0.0% 82 +2,729 28.81% Q2 2026 Aug 14, 2026
STRS OHIO History Added to 12,000 577 0.0% 0.0% 83 +2,100 21.21% Q2 2026 Jul 30, 2026
HSBC HOLDINGS PLC History Reduced 11,966 574 0.0% 0.0% 84 -14,673 -55.08% Q2 2026 Aug 14, 2026
JANUS HENDERSON GROUP PLC History No change 13,588 560 0.0% 0.0% 85 0 0.0% Q1 2026 May 18, 2026
SG Americas Securities, LLC History Added to 11,541 555 0.0% 0.0% 86 +1,580 15.86% Q2 2026 Aug 07, 2026
Estate Counselors, LLC History No change 11,385 547 0.05% 0.04% 87 0 0.0% Q2 2026 Aug 07, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 11,343 545 0.0% 0.0% 88 +1,142 11.19% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History Reduced 11,147 536 0.0% 0.0% 89 -12,487 -52.83% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 10,761 517 0.0% 0.0% 90 -1,384 -11.4% Q2 2026 Aug 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 10,524 506 0.0% 0.0% 91 +446 4.43% Q2 2026 Aug 06, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 10,425 501 0.01% 0.02% 92 -1,817 -14.84% Q2 2026 Jul 08, 2026
Vanguard Global Advisers, LLC History No change 10,262 493 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 10,188 489 0.0% 0.0% 94 +2,200 27.54% Q2 2026 Jul 29, 2026
BARCLAYS PLC History Reduced 10,062 483 0.0% 0.0% 95 -861 -7.88% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 9,920 477 0.0% 0.0% 96 -41,180 -80.59% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History Added to 9,831 472 0.0% 0.0% 97 +891 9.97% Q2 2026 Aug 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 9,480 455 0.0% — 98 +9,480 New Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History Reduced 9,454 454 0.0% 0.0% 99 -2,259 -19.29% Q2 2026 Aug 05, 2026
US BANCORP \DE\ History Added to 9,042 434 0.0% 0.0% 100 +27 0.3% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History Reduced 8,585 412 0.0% 0.0% 101 -5,300 -38.17% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 8,145 391 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 7,743 372 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Reduced 7,657 368 0.01% 0.01% 104 -95 -1.23% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 7,300 351 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 12, 2026
Police & Firemen's Retirement System of New Jersey History Added to 7,265 349 0.0% 0.0% 106 +1,320 22.2% Q2 2026 Jul 23, 2026
Sterling Capital Management LLC History Reduced 6,605 317 0.01% 0.01% 107 -225 -3.29% Q2 2026 Jul 28, 2026
CarsonAllaria Wealth Management, Ltd. History Added to 6,513 313 0.14% 0.13% 108 +24 0.37% Q2 2026 Jul 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 6,469 311 0.0% 0.0% 109 -14,981 -69.84% Q2 2026 Aug 14, 2026
CHOREO, LLC History Reduced 6,463 310 0.0% 0.0% 110 -70 -1.07% Q2 2026 Aug 04, 2026
Arizona State Retirement System History Added to 6,428 309 0.0% 0.0% 111 +495 8.34% Q2 2026 Aug 07, 2026
LPL Financial LLC History No change 6,188 297 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 07, 2026
FEDERATED HERMES, INC. History Added to 5,953 286 0.0% 0.0% 113 +2,919 96.21% Q2 2026 Aug 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 5,790 278 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 10, 2026
CWM, LLC History No change 6,348 261 0.0% 0.0% 115 0 0.0% Q1 2026 May 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History New 5,338 256 0.0% — 116 +5,338 New Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 5,061 242 0.0% — 117 +5,061 New Q2 2026 Jul 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 4,902 235 0.0% 0.0% 118 -478 -8.88% Q2 2026 Aug 10, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 4,837 232 0.0% 0.0% 119 -2,490 -33.98% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History New 4,500 216 0.0% — 120 +4,500 New Q2 2026 Aug 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 4,268 205 0.0% 0.0% 121 -187 -4.2% Q2 2026 Aug 07, 2026
XTX Topco Ltd History New 4,178 200 0.0% — 122 +4,178 New Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 3,966 190 0.0% 0.0% 123 -3,734 -48.49% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 3,710 178 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 13, 2026
PL Capital Advisors, LLC History No change 3,344 160 0.04% 0.04% 125 0 0.0% Q2 2026 Jul 31, 2026
City State Bank History No change 3,062 147 0.03% 0.03% 126 0 0.0% Q2 2026 Jul 14, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 2,755 132 0.0% 0.0% 127 -56 -1.99% Q2 2026 Aug 14, 2026
Hills Bank & Trust Co History New 2,364 113 0.0% — 128 +2,364 New Q2 2026 Aug 10, 2026
Ameritas Investment Partners, Inc. History Added to 2,236 107 0.0% 0.0% 129 +417 22.92% Q2 2026 Aug 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 2,076 100 0.0% 0.0% 130 0 0.0% Q2 2026 Jul 23, 2026
Arax Advisory Partners History Added to 1,972 94 0.0% 0.0% 131 +1,863 1709.17% Q2 2026 Aug 10, 2026
Tower Research Capital LLC (TRC) History Reduced 1,744 83 0.0% 0.0% 132 -1,791 -50.66% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History No change 1,454 69 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 23, 2026
Rockefeller Capital Management L.P. History Reduced 1,407 67 0.0% 0.0% 134 -63 -4.29% Q2 2026 Aug 13, 2026
Quantbot Technologies LP History New 1,284 61 0.0% — 135 +1,284 New Q2 2026 Aug 12, 2026
Parkside Financial Bank & Trust History Reduced 1,256 60 0.0% 0.0% 136 -33 -2.56% Q2 2026 Sep 04, 2026
State of Alaska, Department of Revenue History No change 958 46 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 20, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 860 41 0.0% 0.0% 138 +663 336.55% Q2 2026 Aug 10, 2026
ROYAL BANK OF CANADA History Added to 784 38 0.0% 0.0% 139 +769 5126.67% Q2 2026 Aug 14, 2026
Hickory Point Bank & Trust History No change 696 33 0.02% 0.02% 140 0 0.0% Q2 2026 Jul 17, 2026
Parallel Advisors, LLC History No change 549 26 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 05, 2026
GAMMA Investing LLC History Added to 516 24 0.0% 0.0% 142 +13 2.58% Q2 2026 Jul 07, 2026
OSAIC HOLDINGS, INC. History Reduced 495 23 0.0% 0.0% 143 -5,000 -90.99% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History No change 499 23 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 02, 2026
Westside Investment Management, Inc. History No change 430 20 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 27, 2026
Allworth Financial LP History Reduced 346 16 0.0% 0.0% 146 -7 -1.98% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History No change 328 15 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History Reduced 304 14 0.0% 0.0% 148 -8 -2.56% Q2 2026 Jul 17, 2026
IFP Advisors, Inc History Added to 269 12 0.0% 0.0% 149 +61 29.33% Q2 2026 Jul 20, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 248 11 0.0% 0.0% 150 -90 -26.63% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History Added to 240 11 0.0% 0.0% 151 +10 4.35% Q2 2026 Jul 24, 2026
Optiver Holding B.V. History Added to 216 10 0.0% 0.0% 152 +128 145.45% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 174 8 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 30, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 165 7 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
Bare Financial Services, Inc History Added to 102 4 0.0% 0.0% 155 +46 82.14% Q2 2026 Jul 27, 2026
Essential Partners LLC History Reduced 65 3 0.0% 0.01% 157 -303 -82.34% Q2 2026 Aug 10, 2026
Clearstead Advisors, LLC History New 83 3 0.0% — 158 +83 New Q2 2026 Aug 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 71 3 0.0% 0.0% 156 +46 184.0% Q2 2026 Aug 06, 2026
Torren Management, LLC History No change 54 2 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 10, 2026
Fortitude Family Office, LLC History New 35 1 0.0% — 163 +35 New Q2 2026 Jul 20, 2026
True Wealth Design, LLC History Reduced 27 1 0.0% 0.0% 161 -2 -6.9% Q2 2026 Jul 16, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 25 1 0.0% 0.0% 160 0 0.0% Q2 2026 Jul 31, 2026
Private Wealth Management Group, LLC History No change 29 1 0.0% 0.0% 162 0 0.0% Q2 2026 Jul 27, 2026
HRT FINANCIAL LP History Closed out 0 0 — 0.0% — -46,969 -100.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.01% — -18,501 -100.0% Q2 2026 Jul 13, 2026
JANE STREET GROUP, LLC History Closed out 0 0 — 0.0% — -16,513 -100.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History Closed out 0 0 — 0.0% — -16,485 -100.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History Closed out 0 0 — 0.0% — -15,670 -100.0% Q2 2026 Aug 14, 2026
Susquehanna Portfolio Strategies, LLC History Closed out 0 0 — 0.01% — -10,008 -100.0% Q2 2026 Aug 14, 2026
Abacus Wealth Partners, LLC History Closed out 0 0 — 0.03% — -8,899 -100.0% Q2 2026 Jul 22, 2026
EP Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -6,246 -100.0% Q2 2026 Aug 11, 2026
Pictet Asset Management Holding SA History Closed out 0 0 — 0.0% — -5,076 -100.0% Q2 2026 Jul 30, 2026
Clear Point Advisors Inc. History Closed out 0 0 — 0.31% — -4,437 -100.0% Q2 2026 Jul 28, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 — 0.0% — -2,846 -100.0% Q2 2026 Aug 14, 2026
State of Wyoming History Closed out 0 0 — 0.0% — -229 -100.0% Q2 2026 Aug 06, 2026
Root Financial Partners, LLC History Closed out 0 0 — 0.0% — -31 -100.0% Q2 2026 Jul 29, 2026
Quarry LP History New 14 0 — — — +14 New Q2 2026 Aug 14, 2026
SJS Investment Consulting Inc. History Added to 6 0 — — — +2 50.0% Q2 2026 Jul 22, 2026
Covestor Ltd History Reduced 8 0 — — — -2 -20.0% Q2 2026 Aug 07, 2026
MassMutual Private Wealth & Trust, FSB History No change 10 0 — — — 0 0.0% Q2 2026 Jul 02, 2026
Capital Advisors, Ltd. LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Trust Co History No change 15 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Sunbelt Securities, Inc. History No change 8 0 — — — 0 0.0% Q1 2026 May 15, 2026
Larson Financial Group LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Bruce G. Allen Investments, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Jul 31, 2026