Hamilton Insurance Group, Ltd. - HG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 22,347 | 623,468 | 10.93% | 8.3% | 1 | -1,741 | -7.23% | Q4 2025 | Feb 03, 2026 |
| Magnitude Capital, LLC | History | No change | 15,096,940 | 421,204 | 100.0% | 100.0% | 2 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 4,376,258 | 122,097 | 0.02% | 0.02% | 3 | -921,226 | -17.39% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 2,842,346 | 79,301 | 0.0% | 0.0% | 4 | +90,664 | 3.29% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 2,772,152 | 77,343 | 0.0% | 0.0% | 5 | -251,249 | -8.31% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 2,220,738 | 61,958 | 0.02% | 0.01% | 6 | +74,194 | 3.46% | Q4 2025 | Feb 12, 2026 |
| DONALD SMITH & CO., INC. | History | Added to | 1,552,870 | 43,325 | 0.81% | 0.45% | 7 | +646,106 | 71.25% | Q4 2025 | Feb 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 1,356,650 | 37,850 | 0.02% | 0.02% | 8 | -16,841 | -1.23% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,161,206 | 32,397 | 0.02% | 0.03% | 9 | -862,762 | -42.63% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,019,106 | 28,432 | 0.01% | 0.0% | 10 | +313,829 | 44.5% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 958,935 | 26,754 | 0.05% | 0.03% | 11 | +81,424 | 9.28% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 881,667 | 24,598 | 0.01% | 0.0% | 12 | +417,261 | 89.85% | Q4 2025 | Feb 17, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 874,971 | 24,411 | 0.71% | 0.66% | 13 | -13,150 | -1.48% | Q4 2025 | Feb 12, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 852,047 | 23,772 | 0.04% | 0.03% | 14 | +264,096 | 44.92% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 780,114 | 21,765 | 0.0% | 0.0% | 15 | -9,788 | -1.24% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 696,726 | 19,438 | 0.41% | 0.38% | 16 | -29,480 | -4.06% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 652,467 | 18,203 | 0.0% | 0.0% | 17 | +77,180 | 13.42% | Q4 2025 | Jan 29, 2026 |
| Freestone Grove Partners LP | History | New | 597,370 | 16,666 | 0.12% | — | 18 | +597,370 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 559,707 | 15,615 | 0.01% | 0.01% | 19 | +25,520 | 4.78% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 542,988 | 15,147 | 0.0% | 0.0% | 20 | -11,747 | -2.12% | Q4 2025 | Feb 09, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | History | Reduced | 495,283 | 13,818 | 1.48% | 1.63% | 21 | -89,563 | -15.31% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 472,149 | 13,172 | 0.02% | 0.01% | 22 | +157,583 | 50.1% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 451,314 | 12,591 | 0.01% | 0.01% | 23 | +149,959 | 49.76% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 442,871 | 12,356 | 0.01% | 0.01% | 24 | -55,366 | -11.11% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 427,353 | 11,923 | 0.0% | 0.0% | 25 | +312,505 | 272.1% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 416,003 | 11,606 | 0.0% | 0.0% | 26 | +146,885 | 54.58% | Q4 2025 | Feb 11, 2026 |
| Empowered Funds, LLC | History | Reduced | 411,746 | 11,487 | 0.2% | 0.11% | 27 | -29,466 | -6.68% | Q4 2025 | Feb 18, 2026 |
| FIL Ltd | History | No change | 400,881 | 11,184 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 379,658 | 10,592 | 0.02% | 31.9% | 29 | +102,542 | 37.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 362,105 | 10,102 | 0.0% | 0.0% | 30 | +99,567 | 37.92% | Q4 2025 | Mar 25, 2026 |
| SG Americas Securities, LLC | History | New | 335,152 | 9,351 | 0.01% | — | 31 | +335,152 | New | Q4 2025 | Jan 09, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 332,404 | 9,274 | 0.01% | 0.01% | 32 | +107,431 | 47.75% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 287,267 | 8,014 | 0.0% | 0.0% | 33 | -48,385 | -14.42% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 275,124 | 7,675 | 0.0% | 0.0% | 34 | -13,127 | -4.55% | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 253,761 | 7,079 | 0.15% | 0.12% | 35 | +42,217 | 19.96% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 230,328 | 6,426 | 0.02% | 0.02% | 36 | +36,472 | 18.81% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 220,142 | 6,141 | 0.01% | 0.0% | 37 | +146,236 | 197.87% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 208,888 | 5,827 | 0.01% | 0.01% | 38 | +9,878 | 4.96% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 195,269 | 5,448 | 0.0% | 0.0% | 39 | -13,119 | -6.3% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 172,658 | 4,817 | 0.0% | 0.0% | 40 | -29,497 | -14.59% | Q4 2025 | Jan 29, 2026 |
| South Dakota Investment Council | History | Added to | 171,456 | 4,784 | 0.09% | 0.08% | 41 | +4,100 | 2.45% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 160,720 | 4,484 | 0.01% | 0.01% | 42 | +71,506 | 80.15% | Q4 2025 | Feb 12, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 160,708 | 4,483 | 0.03% | — | 43 | +160,708 | New | Q4 2025 | Feb 11, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 160,302 | 4,472 | 0.07% | 0.11% | 44 | -113,984 | -41.56% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 157,064 | 4,382 | 0.06% | 0.05% | 45 | -1,865 | -1.17% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 155,800 | 4,346 | 0.01% | 0.0% | 46 | +108,900 | 232.2% | Q4 2025 | Feb 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 153,877 | 4,293 | 0.0% | — | 47 | +153,877 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 139,279 | 3,885 | 0.0% | 0.0% | 48 | +68,143 | 95.79% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 135,114 | 3,769 | 0.0% | 0.0% | 49 | -67,597 | -33.35% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 132,140 | 3,686 | 0.04% | 0.04% | 50 | -27,624 | -17.29% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 126,759 | 3,536 | 0.0% | 0.0% | 51 | +9,924 | 8.49% | Q4 2025 | Feb 11, 2026 |
| Nearwater Capital Markets, Ltd | History | No change | 120,100 | 3,350 | 0.06% | 0.04% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 111,837 | 3,120 | 0.0% | 0.0% | 53 | -27,947 | -19.99% | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 110,248 | 3,075 | 0.08% | 0.07% | 54 | -581 | -0.52% | Q4 2025 | Feb 13, 2026 |
| Boston Partners | History | Added to | 109,921 | 3,066 | 0.0% | 0.0% | 55 | +1,561 | 1.44% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 102,515 | 2,860 | 0.0% | — | 56 | +102,515 | New | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 99,272 | 2,769 | 0.0% | 0.0% | 57 | +34,942 | 54.32% | Q4 2025 | Feb 02, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 92,015 | 2,567 | 0.08% | — | 58 | +92,015 | New | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | No change | 90,900 | 2,536 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 90,847 | 2,534 | 0.14% | 0.13% | 60 | -3,097 | -3.3% | Q4 2025 | Feb 09, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Added to | 87,809 | 2,449 | 0.1% | 0.09% | 61 | +2,888 | 3.4% | Q4 2025 | Feb 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 87,005 | 2,427 | 0.01% | 0.01% | 62 | +34,936 | 67.1% | Q4 2025 | Feb 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 85,958 | 2,398 | 0.02% | 0.02% | 63 | -3,322 | -3.72% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 79,896 | 2,229 | 0.0% | 0.0% | 64 | +38,118 | 91.24% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 77,537 | 2,163 | 0.01% | 0.01% | 65 | +3,098 | 4.16% | Q4 2025 | Feb 13, 2026 |
| NEW VERNON INVESTMENT MANAGEMENT LLC | History | No change | 73,891 | 2,061 | 2.01% | 1.71% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 71,693 | 2,000 | 0.0% | 0.0% | 67 | +14,006 | 24.28% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 69,938 | 1,951 | 0.0% | 0.0% | 68 | +5,299 | 8.2% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 66,126 | 1,844 | 0.0% | 0.0% | 69 | +1,057 | 1.62% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 63,241 | 1,764 | 0.0% | 0.0% | 70 | -3,822 | -5.7% | Q4 2025 | Feb 17, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 62,112 | 1,732 | 0.01% | 0.02% | 71 | -27,476 | -30.67% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 58,160 | 1,622 | 0.0% | 0.0% | 72 | -9,753 | -14.36% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 56,822 | 1,585 | 0.0% | 0.0% | 73 | -58,471 | -50.72% | Q4 2025 | Feb 10, 2026 |
| DENALI ADVISORS LLC | History | No change | 55,300 | 1,542 | 0.17% | 0.15% | 74 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 51,152 | 1,427 | 0.03% | 0.02% | 75 | -4,679 | -8.38% | Q4 2025 | Jan 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 49,880 | 1,391 | 0.0% | 0.0% | 76 | +9,745 | 24.28% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Added to | 47,393 | 1,322 | 0.04% | 0.02% | 77 | +23,569 | 98.93% | Q4 2025 | Feb 10, 2026 |
| Inspire Investing, LLC | History | Added to | 44,838 | 1,250 | 0.11% | 0.11% | 78 | +1,192 | 2.73% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 44,373 | 1,236 | 0.0% | 0.0% | 79 | +34,222 | 337.13% | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | Added to | 43,725 | 1,219 | 0.0% | 0.0% | 80 | +2,469 | 5.98% | Q4 2025 | Feb 09, 2026 |
| Erste Asset Management GmbH | History | Reduced | 43,100 | 1,211 | 0.01% | 0.01% | 81 | -3,500 | -7.51% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 43,295 | 1,207 | 0.0% | 0.0% | 82 | -148 | -0.34% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | New | 41,465 | 1,156 | 0.0% | — | 83 | +41,465 | New | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 40,930 | 1,141 | 0.0% | 0.0% | 84 | +90 | 0.22% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 40,237 | 1,122 | 0.0% | 0.0% | 85 | +5,756 | 16.69% | Q4 2025 | Feb 19, 2026 |
| Kendall Capital Management | History | Added to | 37,179 | 1,037 | 0.22% | 0.19% | 86 | +2,729 | 7.92% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 33,918 | 946 | 0.0% | 0.0% | 87 | +2,462 | 7.83% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 33,809 | 943 | 0.0% | 0.0% | 88 | +20,209 | 148.6% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Reduced | 33,551 | 936 | 0.0% | 0.0% | 89 | -5,677 | -14.47% | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 32,521 | 907 | 0.02% | — | 90 | +32,521 | New | Q4 2025 | Jan 16, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 32,024 | 893 | 0.0% | 0.0% | 91 | +471 | 1.49% | Q4 2025 | Feb 12, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 30,638 | 854 | 0.01% | 0.01% | 92 | -3,618 | -10.56% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 29,741 | 829 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Jump Financial, LLC | History | New | 28,000 | 781 | 0.01% | — | 94 | +28,000 | New | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 27,307 | 761 | 0.0% | 0.0% | 95 | +7,529 | 38.07% | Q4 2025 | Jan 27, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 27,050 | 754 | 0.0% | 0.0% | 96 | +15,250 | 129.24% | Q4 2025 | Feb 04, 2026 |
| STRS OHIO | History | Reduced | 26,700 | 744 | 0.0% | 0.0% | 97 | -2,800 | -9.49% | Q4 2025 | Feb 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 25,759 | 719 | 0.0% | 0.0% | 98 | +1,190 | 4.84% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 25,532 | 712 | 0.0% | 0.0% | 99 | -1,685 | -6.19% | Q4 2025 | Feb 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 25,000 | 697 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 24,925 | 695 | 0.0% | — | 101 | +24,925 | New | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 23,541 | 656 | 0.01% | 0.0% | 102 | +2,388 | 11.29% | Q4 2025 | Feb 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 23,354 | 651 | 0.0% | 0.0% | 103 | -6,072 | -20.63% | Q4 2025 | Jan 28, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 23,424 | 651 | 0.0% | 0.0% | 104 | +2,691 | 12.98% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 23,223 | 647 | 0.02% | — | 105 | +23,223 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 22,594 | 630 | 0.0% | 0.0% | 106 | +919 | 4.24% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Reduced | 22,045 | 615 | 0.0% | 0.0% | 107 | -12,208 | -35.64% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 20,864 | 582 | 0.0% | 0.0% | 108 | -277 | -1.31% | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | No change | 20,239 | 564 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 19,692 | 549 | 0.0% | — | 110 | +19,692 | New | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | Added to | 18,933 | 528 | 0.0% | 0.0% | 111 | +159 | 0.85% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 19,306 | 526 | 0.0% | — | 112 | +19,306 | New | Q4 2025 | Jan 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 18,696 | 521 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 18,442 | 514 | 0.08% | — | 114 | +18,442 | New | Q4 2025 | Feb 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 15,991 | 446 | 0.0% | — | 115 | +15,991 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 15,318 | 427 | 0.02% | 0.0% | 116 | +13,295 | 657.19% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,272 | 426 | 0.0% | 0.0% | 117 | -32,566 | -68.08% | Q4 2025 | Feb 17, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 13,963 | 389 | 0.04% | — | 118 | +13,963 | New | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | No change | 13,882 | 387 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Reduced | 13,795 | 384 | 0.0% | 0.0% | 120 | -76 | -0.55% | Q4 2025 | Feb 17, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 13,746 | 383 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,696 | 382 | 0.0% | 0.0% | 122 | +3,036 | 28.48% | Q4 2025 | Feb 17, 2026 |
| Sciencast Management LP | History | New | 13,579 | 378 | 0.05% | — | 124 | +13,579 | New | Q4 2025 | Feb 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 13,562 | 378 | 0.0% | — | 123 | +13,562 | New | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 13,404 | 373 | 0.0% | 0.0% | 125 | -348 | -2.53% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 12,736 | 355 | 0.0% | 0.0% | 126 | -1,145 | -8.25% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 12,437 | 346 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,706 | 339 | 0.0% | 0.0% | 128 | +1,485 | 13.23% | Q4 2025 | Jan 08, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 12,150 | 338 | 0.01% | 0.01% | 129 | -713 | -5.54% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 12,095 | 337 | 0.0% | 0.0% | 130 | +950 | 8.52% | Q4 2025 | Mar 09, 2026 |
| Cerity Partners LLC | History | Added to | 11,930 | 332 | 0.0% | 0.0% | 131 | +1,853 | 18.39% | Q4 2025 | Feb 11, 2026 |
| CIM, LLC | History | Reduced | 11,888 | 331 | 0.04% | 0.04% | 132 | -406 | -3.3% | Q4 2025 | Feb 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,990 | 306 | 0.0% | 0.0% | 133 | +1,093 | 11.04% | Q4 2025 | Feb 18, 2026 |
| Engineers Gate Manager LP | History | Reduced | 10,859 | 302 | 0.0% | 0.02% | 134 | -73,463 | -87.12% | Q4 2025 | Feb 17, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 10,391 | 289 | 0.07% | — | 135 | +10,391 | New | Q4 2025 | Feb 13, 2026 |
| Bellecapital International Ltd. | History | No change | 10,157 | 283 | 0.05% | 0.04% | 136 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Gotham Asset Management, LLC | History | Added to | 10,039 | 280 | 0.0% | 0.0% | 137 | +487 | 5.1% | Q4 2025 | Feb 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 10,010 | 279 | 0.07% | — | 138 | +10,010 | New | Q4 2025 | Feb 10, 2026 |
| Aquatic Capital Management LLC | History | New | 9,764 | 272 | 0.01% | — | 139 | +9,764 | New | Q4 2025 | Feb 17, 2026 |
| Yorktown Management & Research Co Inc | History | New | 9,600 | 267 | 0.21% | — | 140 | +9,600 | New | Q4 2025 | Jan 23, 2026 |
| Squarepoint Ops LLC | History | New | 9,597 | 267 | 0.0% | — | 141 | +9,597 | New | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 8,450 | 235 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ProShare Advisors LLC | History | New | 8,213 | 229 | 0.0% | — | 143 | +8,213 | New | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | New | 8,172 | 227 | 0.0% | — | 144 | +8,172 | New | Q4 2025 | Feb 05, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 7,729 | 215 | 0.1% | 0.08% | 145 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 7,451 | 207 | 0.0% | — | 146 | +7,451 | New | Q4 2025 | Feb 04, 2026 |
| CITIGROUP INC | History | Reduced | 7,100 | 198 | 0.0% | 0.0% | 147 | -444 | -5.89% | Q4 2025 | Feb 13, 2026 |
| TORONTO DOMINION BANK | History | Added to | 7,000 | 195 | 0.0% | 0.0% | 148 | +2,000 | 40.0% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Reduced | 6,848 | 191 | 0.02% | 0.05% | 149 | -10,414 | -60.33% | Q4 2025 | Feb 11, 2026 |
| BFSG, LLC | History | No change | 6,248 | 174 | 0.02% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 5,640 | 133 | 0.0% | — | 151 | +5,640 | New | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,835 | 106 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | No change | 3,667 | 102 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,012 | 84 | 0.0% | — | 154 | +3,012 | New | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 3,007 | 83 | 0.0% | 0.0% | 155 | +130 | 4.52% | Q4 2025 | Jan 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,603 | 72 | 0.0% | 0.0% | 156 | -575 | -18.09% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,086 | 58 | 0.01% | — | 157 | +2,086 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,985 | 55 | 0.0% | 0.0% | 158 | +193 | 10.77% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,795 | 50 | 0.01% | 0.01% | 159 | +95 | 5.59% | Q4 2025 | Jan 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 1,773 | 49 | 0.0% | 0.0% | 160 | +937 | 112.08% | Q4 2025 | Jan 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1,682 | 46 | 0.01% | — | 161 | +1,682 | New | Q4 2025 | Mar 03, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,412 | 39 | 0.0% | 0.0% | 162 | -16 | -1.12% | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Added to | 1,381 | 38 | 0.0% | 0.0% | 163 | +286 | 26.12% | Q4 2025 | Jan 05, 2026 |
| FMR LLC | History | Added to | 1,287 | 35 | 0.0% | 0.0% | 164 | +518 | 67.36% | Q4 2025 | Feb 17, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Added to | 1,205 | 33 | 0.03% | 0.0% | 165 | +1,000 | 487.8% | Q4 2025 | Jan 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 905 | 25 | 0.0% | 0.0% | 166 | -48 | -5.04% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 880 | 24 | 0.0% | — | 167 | +880 | New | Q4 2025 | Feb 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 747 | 20 | 0.0% | — | 168 | +747 | New | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 685 | 19 | 0.0% | — | 169 | +685 | New | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 594 | 16 | 0.0% | 0.0% | 170 | -1,081 | -64.54% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 609 | 16 | 0.0% | 0.0% | 171 | +34 | 5.91% | Q4 2025 | Feb 06, 2026 |
| WealthCollab, LLC | History | Added to | 556 | 15 | 0.01% | 0.0% | 172 | +128 | 29.91% | Q4 2025 | Jan 27, 2026 |
| Spire Wealth Management | History | Reduced | 520 | 14 | 0.0% | 0.0% | 174 | -1,725 | -76.84% | Q4 2025 | Jan 14, 2026 |
| EASTERN BANK | History | New | 519 | 14 | 0.0% | — | 173 | +519 | New | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Added to | 408 | 11 | 0.0% | 0.0% | 175 | +114 | 38.78% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 343 | 9 | 0.0% | 0.01% | 176 | -13,936 | -97.6% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 267 | 7 | 0.0% | 0.0% | 177 | +22 | 8.98% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | New | 226 | 6 | 0.0% | — | 179 | +226 | New | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | No change | 220 | 6 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 170 | 4 | 0.0% | 0.0% | 181 | -171 | -50.15% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | New | 164 | 4 | 0.0% | — | 180 | +164 | New | Q4 2025 | Mar 16, 2026 |
| True Wealth Design, LLC | History | No change | 111 | 3 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Global Retirement Partners, LLC | History | New | 98 | 2 | 0.0% | — | 183 | +98 | New | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Reduced | 81 | 2 | 0.0% | 0.0% | 184 | -46 | -36.22% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 68 | 1 | 0.0% | — | 187 | +58 | 580.0% | Q4 2025 | Jan 23, 2026 |
| Quarry LP | History | New | 37 | 1 | 0.0% | — | 186 | +37 | New | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 36 | 1 | 0.0% | — | 185 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SOROS FUND MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -120,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GLOBEFLEX CAPITAL L P | History | Closed out | 0 | 0 | — | 0.32% | — | -84,270 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -45,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PROSPECTOR PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -37,300 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,289 | -100.0% | Q3 2025 | Nov 05, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,185 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -14,634 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,250 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -248 | -97.64% | Q4 2025 | Feb 09, 2026 |
| Kilter Group LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | New | 27 | 0 | — | — | — | +27 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |