Hamilton Insurance Group, Ltd. - HG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Belfer Management LLC | History | Reduced | 16,984 | 576,420 | 9.56% | 9.31% | 1 | -1,671 | -8.96% | Q2 2026 | Aug 07, 2026 |
| Magnitude Capital, LLC | History | No change | 15,096,940 | 512,390 | 100.0% | 100.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 5,777,654 | 196,093 | 0.03% | 0.02% | 3 | +1,633,397 | 39.41% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 3,119,819 | 105,886 | 0.0% | 0.0% | 4 | +290,183 | 10.26% | Q2 2026 | Aug 07, 2026 |
| Nuveen, LLC | History | Added to | 2,370,433 | 80,452 | 0.02% | 0.02% | 5 | +4,496 | 0.19% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Added to | 2,074,583 | 70,411 | 0.0% | 0.0% | 6 | +18,550 | 0.9% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,770,536 | 60,093 | 0.01% | 0.01% | 7 | +419,025 | 31.0% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,498,775 | 50,868 | 0.02% | 0.02% | 8 | +1,651 | 0.11% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,395,719 | 47,370 | 0.0% | 0.0% | 9 | +494,194 | 54.82% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 1,063,985 | 36,111 | 0.05% | 0.05% | 10 | +118,323 | 12.51% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 965,236 | 32,760 | 0.01% | 0.01% | 11 | +40,935 | 4.43% | Q2 2026 | Aug 12, 2026 |
| DONALD SMITH & CO., INC. | History | Reduced | 880,490 | 29,883 | 0.53% | 0.89% | 12 | -768,500 | -46.6% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | Added to | 869,955 | 29,526 | 0.0% | 0.0% | 13 | +96,990 | 12.55% | Q2 2026 | Aug 07, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 794,005 | 26,948 | 0.71% | 0.75% | 14 | -73,610 | -8.48% | Q2 2026 | Jul 31, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 736,115 | 24,983 | 0.04% | 0.05% | 15 | -313,475 | -29.87% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 699,646 | 23,745 | 0.42% | 0.41% | 16 | +18,280 | 2.68% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 670,763 | 22,765 | 0.01% | 0.01% | 17 | -7,613 | -1.12% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 638,208 | 21,658 | 0.0% | 0.0% | 18 | +92,103 | 16.87% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 634,293 | 21,527 | 0.0% | 0.0% | 19 | +48,666 | 8.31% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | Added to | 623,458 | 21,226 | 0.02% | 0.02% | 20 | +34,003 | 5.77% | Q2 2026 | Aug 04, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 593,469 | 20,142 | 0.02% | 0.0% | 21 | +571,913 | 2653.15% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 593,093 | 20,129 | 0.0% | 0.0% | 22 | +80,436 | 15.69% | Q2 2026 | Aug 13, 2026 |
| Freestone Grove Partners LP | History | Added to | 548,659 | 18,621 | 0.12% | 0.1% | 23 | +55,355 | 11.22% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 499,450 | 16,951 | 0.01% | 0.01% | 24 | +184 | 0.04% | Q2 2026 | Aug 11, 2026 |
| Empowered Funds, LLC | History | Added to | 473,321 | 16,064 | 0.08% | 0.09% | 25 | +16,885 | 3.7% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 417,603 | 14,173 | 0.01% | 0.01% | 26 | -379,144 | -47.59% | Q2 2026 | Aug 14, 2026 |
| FIL Ltd | History | Added to | 402,327 | 13,654 | 0.01% | 0.01% | 27 | +1,446 | 0.36% | Q2 2026 | Aug 13, 2026 |
| Woodline Partners LP | History | Reduced | 340,158 | 11,544 | 0.04% | 0.05% | 28 | -73,811 | -17.83% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 335,670 | 11,392 | 0.0% | 0.0% | 29 | +34,604 | 11.49% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 300,759 | 10,264 | 0.0% | 0.0% | 30 | +9,243 | 3.17% | Q2 2026 | Aug 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 293,554 | 9,963 | 0.04% | 0.04% | 31 | -58,021 | -16.5% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 284,880 | 9,668 | 0.0% | 0.0% | 32 | -931 | -0.33% | Q2 2026 | Aug 13, 2026 |
| HENNESSY ADVISORS INC | History | New | 280,800 | 9,530 | 0.3% | — | 33 | +280,800 | New | Q2 2026 | Jul 16, 2026 |
| Polar Capital Holdings Plc | History | Added to | 251,210 | 8,526 | 0.02% | 0.03% | 34 | +5,844 | 2.38% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 249,001 | 8,451 | 0.0% | 0.01% | 35 | +48,678 | 24.3% | Q2 2026 | Aug 07, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 242,693 | 8,237 | 0.15% | 0.16% | 36 | -7,098 | -2.84% | Q2 2026 | Aug 14, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 239,500 | 8,128 | 0.82% | 0.83% | 37 | -11,300 | -4.51% | Q2 2026 | Aug 10, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | History | Added to | 234,448 | 7,957 | 1.6% | 1.93% | 38 | +11,157 | 5.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 233,203 | 7,914 | 0.0% | 0.0% | 39 | +39,972 | 20.69% | Q2 2026 | Aug 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 225,663 | 7,650 | 0.01% | 0.0% | 40 | +126,267 | 127.03% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 181,915 | 6,176 | 0.01% | 0.0% | 41 | +26,460 | 17.02% | Q2 2026 | Aug 06, 2026 |
| South Dakota Investment Council | History | Added to | 177,331 | 6,019 | 0.1% | 0.09% | 42 | +14,975 | 9.22% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 164,477 | 5,582 | 0.0% | 0.01% | 43 | -216,240 | -56.8% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 148,916 | 5,054 | 0.01% | 0.02% | 44 | -74,402 | -33.32% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 147,743 | 5,014 | 0.06% | 0.09% | 45 | -45,649 | -23.6% | Q2 2026 | Aug 13, 2026 |
| EFG International AG | History | Added to | 141,124 | 4,791 | 0.09% | 0.06% | 46 | +49,806 | 54.54% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 131,256 | 4,454 | 0.0% | 0.0% | 47 | -92,937 | -41.45% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 130,816 | 4,439 | 0.05% | 0.06% | 48 | -15,108 | -10.35% | Q2 2026 | Aug 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 126,364 | 4,288 | 0.1% | 0.09% | 49 | +4,881 | 4.02% | Q2 2026 | Aug 13, 2026 |
| Seven Bridges Advisors LLC | History | New | 118,161 | 4,010 | 1.93% | — | 50 | +118,161 | New | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 112,400 | 3,814 | 0.0% | 0.0% | 51 | +8,020 | 7.68% | Q2 2026 | Aug 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 111,867 | 3,796 | 0.0% | 0.0% | 52 | +14,959 | 15.44% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 111,101 | 3,770 | 0.0% | 0.0% | 53 | -66,400 | -37.41% | Q2 2026 | Aug 07, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 108,699 | 3,689 | 0.0% | 0.0% | 54 | +88,334 | 433.75% | Q2 2026 | Aug 14, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Reduced | 101,189 | 3,434 | 0.14% | 0.17% | 55 | -26,063 | -20.48% | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 96,840 | 3,286 | 0.02% | 0.01% | 56 | +8,147 | 9.19% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 95,647 | 3,246 | 0.0% | 0.0% | 57 | -7,786 | -7.53% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | Added to | 93,800 | 3,183 | 0.0% | 0.0% | 58 | +4,400 | 4.92% | Q2 2026 | Aug 11, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Added to | 91,081 | 3,091 | 0.15% | 0.15% | 59 | +583 | 0.64% | Q2 2026 | Jul 31, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 87,700 | 2,976 | 0.0% | 0.0% | 60 | +1,200 | 1.39% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 85,958 | 2,917 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 84,251 | 2,859 | 0.0% | 0.02% | 62 | -378,038 | -81.78% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 83,241 | 2,825 | 0.0% | 0.0% | 63 | +3,200 | 4.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 82,458 | 2,798 | 0.0% | 0.0% | 64 | -541 | -0.65% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 77,884 | 2,643 | 0.0% | 0.0% | 65 | -724 | -0.92% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | Added to | 74,442 | 2,526 | 0.0% | 0.0% | 66 | +885 | 1.2% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | Added to | 73,338 | 2,489 | 0.01% | 0.01% | 67 | +44,244 | 152.07% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | New | 71,064 | 2,411 | 0.1% | — | 68 | +71,064 | New | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 70,618 | 2,396 | 0.01% | 0.01% | 69 | -16,129 | -18.59% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | Added to | 70,568 | 2,395 | 0.0% | 0.0% | 70 | +12,127 | 20.75% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Reduced | 67,406 | 2,287 | 0.0% | 0.0% | 71 | -8,682 | -11.41% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 64,242 | 2,180 | 0.0% | 0.0% | 72 | -49,254 | -43.4% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 63,144 | 2,143 | 0.0% | 0.0% | 73 | -214,920 | -77.29% | Q2 2026 | Aug 14, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 63,000 | 2,138 | 0.49% | 0.41% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 61,298 | 2,080 | 0.0% | 0.0% | 75 | +3,493 | 6.04% | Q2 2026 | Aug 11, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 58,628 | 1,989 | 0.02% | 0.02% | 76 | -16,236 | -21.69% | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 58,352 | 1,980 | 0.0% | 0.0% | 77 | -1,380 | -2.31% | Q2 2026 | Aug 24, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 56,250 | 1,909 | 0.01% | 0.01% | 78 | +300 | 0.54% | Q2 2026 | Aug 25, 2026 |
| Linden Thomas Advisory Services, LLC | History | New | 55,143 | 1,871 | 0.15% | — | 79 | +55,143 | New | Q2 2026 | Jul 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 54,872 | 1,862 | 0.0% | 0.0% | 80 | +19,946 | 57.11% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 54,754 | 1,858 | 0.0% | 0.01% | 81 | -140,709 | -71.99% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 49,792 | 1,689 | 0.0% | 0.01% | 82 | -2,480 | -4.74% | Q2 2026 | Aug 17, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 47,878 | 1,624 | 0.05% | 0.04% | 83 | +13,409 | 38.9% | Q2 2026 | Jul 23, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 47,845 | 1,623 | 0.0% | 0.0% | 84 | +10,382 | 27.71% | Q2 2026 | Aug 07, 2026 |
| Squarepoint Ops LLC | History | Added to | 47,685 | 1,618 | 0.0% | 0.0% | 85 | +11,590 | 32.11% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 46,579 | 1,580 | 0.02% | 0.02% | 86 | +6,274 | 15.57% | Q2 2026 | Jul 14, 2026 |
| UBS Group AG | History | Reduced | 46,116 | 1,565 | 0.0% | 0.0% | 87 | -117,433 | -71.8% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 52,330 | 1,561 | 0.0% | 0.0% | 88 | +11,400 | 27.85% | Q2 2026 | Aug 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 45,943 | 1,559 | 0.03% | 0.03% | 89 | -5,331 | -10.4% | Q2 2026 | Jul 10, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 45,697 | 1,550 | 0.0% | 0.0% | 90 | -12,173 | -21.04% | Q2 2026 | Aug 13, 2026 |
| Point Nemo Capital, LLC | History | New | 44,666 | 1,515 | 0.77% | — | 91 | +44,666 | New | Q2 2026 | Aug 07, 2026 |
| Erste Asset Management GmbH | History | No change | 41,900 | 1,430 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Numerai GP LLC | History | Reduced | 41,282 | 1,401 | 0.11% | 0.25% | 93 | -43,611 | -51.37% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 41,231 | 1,399 | 0.0% | 0.0% | 94 | +8,817 | 27.2% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 40,946 | 1,389 | 0.0% | 0.0% | 95 | -183,363 | -81.75% | Q2 2026 | Sep 02, 2026 |
| Kendall Capital Management | History | Added to | 40,469 | 1,373 | 0.23% | 0.23% | 96 | +2,625 | 6.94% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | Added to | 39,331 | 1,334 | 0.0% | 0.0% | 97 | +4,618 | 13.3% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 38,242 | 1,298 | 0.0% | 0.0% | 98 | +6,396 | 20.08% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | New | 34,945 | 1,186 | 0.0% | — | 99 | +34,945 | New | Q2 2026 | Sep 02, 2026 |
| CITIGROUP INC | History | Added to | 33,401 | 1,133 | 0.0% | 0.0% | 100 | +22,551 | 207.84% | Q2 2026 | Aug 03, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 33,312 | 1,130 | 0.0% | 0.0% | 101 | +4,464 | 15.47% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 30,784 | 1,044 | 0.0% | 0.0% | 102 | +17,659 | 134.54% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 30,158 | 1,023 | 0.0% | 0.0% | 103 | +1,706 | 6.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 28,217 | 957 | 0.0% | 0.0% | 104 | +2,907 | 11.49% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 28,000 | 950 | 0.0% | 0.0% | 105 | +2,700 | 10.67% | Q2 2026 | Jul 30, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 27,917 | 947 | 0.02% | 0.03% | 106 | +5,169 | 22.72% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 26,000 | 882 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 25,384 | 861 | 0.0% | 0.0% | 108 | +594 | 2.4% | Q2 2026 | Sep 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 24,591 | 834 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 22,996 | 780 | 0.02% | 0.02% | 110 | +8,228 | 55.72% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 22,706 | 767 | 0.0% | 0.0% | 111 | +1,184 | 5.5% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 24,982 | 745 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 21,900 | 743 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 21,435 | 727 | 0.0% | 0.0% | 114 | +710 | 3.43% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 21,138 | 717 | 0.0% | 0.0% | 115 | +3,210 | 17.9% | Q2 2026 | Aug 13, 2026 |
| CIM, LLC | History | Reduced | 21,033 | 713 | 0.09% | 0.09% | 116 | -229 | -1.08% | Q2 2026 | Aug 13, 2026 |
| Brooklyn Investment Group | History | No change | 23,465 | 699 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Crewe Advisors LLC | History | No change | 20,239 | 686 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 19,330 | 656 | 0.0% | 0.0% | 119 | +2,340 | 13.77% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | New | 18,696 | 634 | 0.0% | — | 120 | +18,696 | New | Q2 2026 | Aug 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 18,670 | 633 | 0.15% | 0.14% | 121 | +1,481 | 8.62% | Q2 2026 | Aug 10, 2026 |
| Engineers Gate Manager LP | History | Reduced | 18,611 | 631 | 0.01% | 0.02% | 122 | -48,060 | -72.09% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 18,404 | 624 | 0.0% | — | 123 | +18,404 | New | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | Added to | 18,167 | 616 | 0.01% | 0.01% | 124 | +1 | 0.01% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,490 | 605 | 0.0% | 0.0% | 125 | +3,097 | 21.52% | Q2 2026 | Jul 15, 2026 |
| ALPS ADVISORS INC | History | Added to | 17,237 | 585 | 0.0% | 0.0% | 126 | +207 | 1.22% | Q2 2026 | Jul 29, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 16,907 | 573 | 0.0% | 0.01% | 127 | -245,035 | -93.55% | Q2 2026 | Aug 14, 2026 |
| Yorktown Management & Research Co Inc | History | Added to | 16,900 | 573 | 0.35% | 0.24% | 128 | +7,300 | 76.04% | Q2 2026 | Jul 23, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 18,696 | 557 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 15,941 | 541 | 0.0% | 0.02% | 131 | -120,588 | -88.32% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 15,944 | 541 | 0.01% | 0.03% | 130 | -25,201 | -61.25% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Reduced | 15,614 | 529 | 0.01% | 0.01% | 132 | -2,788 | -15.15% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 16,462 | 528 | 0.0% | 0.0% | 133 | +3,748 | 29.48% | Q2 2026 | Aug 19, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 15,190 | 515 | 0.0% | 0.0% | 134 | -1,650 | -9.8% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 13,811 | 468 | 0.0% | 0.0% | 135 | +1,374 | 11.05% | Q2 2026 | Jul 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 13,718 | 465 | 0.0% | 0.0% | 136 | -9,992 | -42.14% | Q2 2026 | Aug 03, 2026 |
| Corient Private Wealth LP | History | Added to | 13,562 | 460 | 0.0% | 0.0% | 137 | +2,566 | 23.34% | Q2 2026 | Aug 27, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 13,537 | 459 | 0.0% | 0.0% | 138 | -11,280 | -45.45% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 13,405 | 454 | 0.0% | 0.0% | 139 | -1,792 | -11.79% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 13,055 | 443 | 0.0% | 0.0% | 140 | -410 | -3.04% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | Added to | 13,035 | 442 | 0.02% | 0.02% | 141 | +820 | 6.71% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | Added to | 12,959 | 439 | 0.0% | 0.0% | 142 | +111 | 0.86% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 12,887 | 437 | 0.0% | 0.0% | 143 | +478 | 3.85% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 12,324 | 418 | 0.0% | 0.0% | 144 | +5,123 | 71.14% | Q2 2026 | Aug 05, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 12,313 | 417 | 0.01% | 0.01% | 145 | -1,450 | -10.54% | Q2 2026 | Aug 04, 2026 |
| Bleakley Financial Group, LLC | History | New | 12,235 | 415 | 0.01% | — | 146 | +12,235 | New | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | Added to | 12,216 | 414 | 0.0% | 0.0% | 147 | +11,643 | 2031.94% | Q2 2026 | Aug 10, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 11,485 | 389 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 10,538 | 357 | 0.0% | 0.0% | 149 | -7,927 | -42.93% | Q2 2026 | Aug 17, 2026 |
| Baader Bank Aktiengesellschaft | History | New | 10,000 | 339 | 0.03% | — | 151 | +10,000 | New | Q2 2026 | Jul 23, 2026 |
| TORONTO DOMINION BANK | History | Added to | 10,000 | 339 | 0.0% | 0.0% | 150 | +3,000 | 42.86% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | Reduced | 9,882 | 335 | 0.01% | 0.01% | 152 | -4,000 | -28.81% | Q2 2026 | Jul 30, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Added to | 9,541 | 323 | 0.14% | 0.12% | 153 | +468 | 5.16% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 9,117 | 309 | 0.0% | 0.0% | 154 | +2,235 | 32.48% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 9,074 | 307 | 0.0% | 0.0% | 155 | -1,799 | -16.55% | Q2 2026 | Jul 28, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 8,900 | 302 | 0.0% | 0.0% | 156 | -22,712 | -71.85% | Q2 2026 | Aug 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 8,615 | 292 | 0.0% | — | 157 | +8,615 | New | Q2 2026 | Jul 29, 2026 |
| Stirlingshire Investments, Inc. | History | New | 8,615 | 292 | 0.22% | — | 158 | +8,615 | New | Q2 2026 | Jul 31, 2026 |
| Advyzon Investment Management, LLC | History | New | 8,515 | 288 | 0.02% | — | 159 | +8,515 | New | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 8,450 | 286 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BARCLAYS PLC | History | Added to | 8,347 | 283 | 0.0% | 0.0% | 161 | +426 | 5.38% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 8,157 | 276 | 0.01% | 0.01% | 162 | -2,757 | -25.26% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 7,902 | 268 | 0.0% | — | 163 | +7,902 | New | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 7,437 | 252 | 0.0% | — | 164 | +7,437 | New | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | New | 7,200 | 244 | 0.0% | — | 165 | +7,200 | New | Q2 2026 | Jul 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 6,931 | 235 | 0.0% | — | 166 | +6,931 | New | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | New | 6,883 | 233 | 0.0% | — | 167 | +6,883 | New | Q2 2026 | Jul 20, 2026 |
| R Squared Ltd | History | Reduced | 6,762 | 229 | 0.12% | 0.12% | 168 | -814 | -10.74% | Q2 2026 | Aug 05, 2026 |
| State of Wyoming | History | Added to | 6,337 | 215 | 0.02% | 0.01% | 169 | +4,221 | 199.48% | Q2 2026 | Aug 06, 2026 |
| BFSG, LLC | History | No change | 6,248 | 212 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Reduced | 6,222 | 211 | 0.01% | 0.02% | 171 | -1,274 | -17.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 6,098 | 206 | 0.0% | — | 173 | +6,098 | New | Q2 2026 | Aug 10, 2026 |
| ProShare Advisors LLC | History | New | 6,093 | 206 | 0.0% | — | 172 | +6,093 | New | Q2 2026 | Aug 11, 2026 |
| BRIGHTON JONES LLC | History | New | 5,905 | 200 | 0.0% | — | 174 | +5,905 | New | Q2 2026 | Aug 11, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 5,830 | 197 | 0.0% | 0.0% | 175 | +2,610 | 81.06% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 5,102 | 173 | 0.0% | 0.0% | 176 | -538 | -9.54% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 4,842 | 164 | 0.0% | 0.0% | 177 | -11,770 | -70.85% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 4,225 | 143 | 0.0% | 0.0% | 178 | +390 | 10.17% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 4,111 | 139 | 0.0% | 0.0% | 179 | -291 | -6.61% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | Added to | 3,703 | 125 | 0.0% | 0.0% | 180 | +133 | 3.73% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 3,007 | 102 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,813 | 95 | 0.0% | 0.0% | 182 | +423 | 17.7% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 2,167 | 74 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,154 | 73 | 0.01% | 0.01% | 184 | +58 | 2.77% | Q2 2026 | Aug 07, 2026 |
| Versant Capital Management, Inc | History | No change | 1,855 | 62 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| GAMMA Investing LLC | History | Added to | 1,811 | 61 | 0.0% | 0.0% | 186 | +126 | 7.48% | Q2 2026 | Jul 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,513 | 51 | 0.0% | 0.0% | 188 | -2,601 | -63.22% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,504 | 51 | 0.0% | 0.0% | 187 | -118 | -7.27% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 1,407 | 47 | 0.0% | 0.0% | 189 | +442 | 45.8% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | Added to | 1,316 | 44 | 0.0% | 0.0% | 191 | +177 | 15.54% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,307 | 44 | 0.0% | 0.0% | 190 | -34 | -2.54% | Q2 2026 | Sep 04, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 1,200 | 40 | 0.0% | — | 192 | +1,200 | New | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,003 | 34 | 0.0% | 0.0% | 194 | +68 | 7.27% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,010 | 34 | 0.0% | 0.0% | 193 | -1 | -0.1% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | New | 1,000 | 33 | 0.0% | — | 196 | +1,000 | New | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 985 | 33 | 0.0% | 0.0% | 195 | -102 | -9.38% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 950 | 32 | 0.0% | — | 197 | +950 | New | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 938 | 31 | 0.0% | 0.0% | 198 | -526 | -35.93% | Q2 2026 | Jul 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 703 | 23 | 0.0% | 0.0% | 199 | -72,827 | -99.04% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 587 | 19 | 0.0% | 0.0% | 200 | -815 | -58.13% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 486 | 16 | 0.0% | 0.0% | 201 | +78 | 19.12% | Q2 2026 | Jul 20, 2026 |
| Lavaca Capital LLC | History | New | 437 | 14 | 0.0% | — | 204 | +437 | New | Q2 2026 | Aug 14, 2026 |
| Kemnay Advisory Services Inc. | History | New | 431 | 14 | 0.0% | — | 203 | +431 | New | Q2 2026 | Aug 14, 2026 |
| WealthCollab, LLC | History | Reduced | 428 | 14 | 0.01% | 0.01% | 202 | -128 | -23.02% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 387 | 13 | 0.0% | 0.0% | 205 | -431 | -52.69% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 376 | 12 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | New | 350 | 11 | 0.0% | — | 208 | +350 | New | Q2 2026 | Jul 30, 2026 |
| Essential Partners LLC | History | Reduced | 329 | 11 | 0.01% | 0.0% | 207 | -19 | -5.46% | Q2 2026 | Aug 10, 2026 |
| Quantbot Technologies LP | History | Reduced | 278 | 9 | 0.0% | 0.04% | 209 | -29,244 | -99.06% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | New | 265 | 8 | 0.0% | — | 211 | +265 | New | Q2 2026 | Jul 23, 2026 |
| Stone House Investment Management, LLC | History | Added to | 255 | 8 | 0.0% | — | 210 | +223 | 696.88% | Q2 2026 | Aug 05, 2026 |
| North Star Investment Management Corp. | History | No change | 220 | 7 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 226 | 7 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Reduced | 205 | 6 | 0.0% | 0.03% | 214 | -1,000 | -82.99% | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | New | 159 | 5 | 0.0% | — | 215 | +159 | New | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | New | 132 | 4 | 0.0% | — | 218 | +132 | New | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 124 | 4 | 0.0% | — | 219 | +124 | New | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Added to | 122 | 4 | 0.0% | 0.0% | 216 | +11 | 9.91% | Q2 2026 | Jul 16, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 138 | 4 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | New | 102 | 3 | 0.0% | — | 222 | +102 | New | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 117 | 3 | 0.0% | 0.0% | 221 | +49 | 72.06% | Q2 2026 | Jul 17, 2026 |
| Covestor Ltd | History | Added to | 80 | 3 | 0.0% | 0.0% | 220 | +24 | 42.86% | Q2 2026 | Aug 07, 2026 |
| Quarry LP | History | New | 47 | 1 | 0.0% | — | 230 | +47 | New | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | New | 38 | 1 | 0.0% | — | 226 | +38 | New | Q2 2026 | Aug 12, 2026 |
| WEBSTER BANK, N. A. | History | New | 33 | 1 | 0.0% | — | 228 | +33 | New | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 32 | 1 | 0.0% | — | 227 | +32 | New | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | New | 32 | 1 | 0.0% | — | 229 | +32 | New | Q2 2026 | Aug 07, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 36 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kilter Group LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investors Portfolio Services LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -240,460 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -120,480 | -100.0% | Q2 2026 | Sep 08, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -108,239 | -100.0% | Q2 2026 | Jul 13, 2026 |
| NEW VERNON INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 2.34% | — | -73,891 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -58,885 | -100.0% | Q2 2026 | Aug 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.14% | — | -54,209 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,810 | -100.0% | Q2 2026 | Aug 12, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.22% | — | -28,609 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,548 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,852 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,456 | -100.0% | Q2 2026 | Aug 06, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Closed out | 0 | 0 | — | 0.06% | — | -11,950 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,131 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,026 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,381 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.04% | — | -7,501 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,416 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,213 | -100.0% | Q2 2026 | Aug 10, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,160 | -100.0% | Q2 2026 | Aug 13, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -519 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -507 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q2 2026 | Aug 04, 2026 |
| WPG Advisers, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q2 2026 | Aug 05, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Aug 13, 2026 |
| Creative Capital Management Investments LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Jul 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 10, 2026 |
| CoreCap Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 06, 2026 |
| Fortitude Family Office, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 20, 2026 |
| SJS Investment Consulting Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Jul 22, 2026 |
| Rialto Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 11, 2026 |
| Hughes Financial Services, LLC | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q2 2026 | Jul 20, 2026 |
| Navigoe, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 31, 2026 |
| DecisionPoint Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 05, 2026 |
| LRI Investments, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rossby Financial, LCC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |