Hagerty, Inc. - HGTY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 51,800,000 | 545,454 | 0.43% | 0.55% | 1 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 8,721,368 | 91,836 | 0.07% | 0.08% | 2 | +451,748 | 5.46% | Q1 2026 | May 14, 2026 |
| Polar Capital Holdings Plc | History | Added to | 6,000,000 | 63,180 | 0.22% | 0.3% | 3 | +232,584 | 4.03% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 5,640,480 | 59,395 | 0.04% | 0.02% | 4 | +4,499,166 | 394.21% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 3,415,742 | 45,907 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MARKEL GROUP INC. | History | No change | 3,108,000 | 32,727 | 0.27% | 0.33% | 6 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Greenhaven Road Investment Management, L.P. | History | Reduced | 2,369,978 | 24,955 | 17.17% | 5.92% | 7 | -246,676 | -9.43% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,867,573 | 19,665 | 0.0% | — | 8 | +1,867,573 | New | Q1 2026 | May 15, 2026 |
| Pembroke Management, LTD | History | Reduced | 1,738,006 | 18,301 | 2.65% | 3.09% | 9 | -488,955 | -21.96% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,630,971 | 17,174 | 0.0% | — | 10 | +1,630,971 | New | Q1 2026 | May 08, 2026 |
| Lincoln Capital LLC | History | Added to | 950,652 | 10,008 | 1.9% | 1.98% | 11 | +137,794 | 16.95% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | Added to | 690,093 | 7,266 | 0.0% | 0.0% | 12 | +18,169 | 2.7% | Q1 2026 | May 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 525,000 | 5,528 | 0.05% | 0.07% | 13 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 418,807 | 4,412 | 0.0% | 0.0% | 14 | +20,663 | 5.19% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 345,958 | 3,642 | 0.0% | 0.0% | 15 | +153,327 | 79.6% | Q1 2026 | May 05, 2026 |
| SCHOLTZ & COMPANY, LLC | History | Added to | 325,505 | 3,427 | 1.75% | 1.89% | 16 | +2,190 | 0.68% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 297,152 | 3,129 | 0.0% | 0.0% | 17 | -35,667 | -10.72% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 271,346 | 2,857 | 0.0% | 0.0% | 18 | +89,898 | 49.54% | Q1 2026 | May 07, 2026 |
| Woodline Partners LP | History | Added to | 260,544 | 2,743 | 0.01% | 0.01% | 19 | +8,014 | 3.17% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 234,818 | 2,472 | 0.0% | — | 20 | +234,818 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 233,788 | 2,461 | 0.0% | 0.0% | 21 | +3,002 | 1.3% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 217,522 | 2,290 | 0.0% | 0.0% | 22 | +1,692 | 0.78% | Q1 2026 | May 15, 2026 |
| Gillson Capital LP | History | No change | 202,012 | 2,127 | 0.17% | 0.18% | 23 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 170,000 | 1,790 | 0.1% | 0.13% | 24 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 157,668 | 1,660 | 0.0% | 0.0% | 25 | +69,700 | 79.23% | Q1 2026 | May 14, 2026 |
| National Philanthropic Trust | History | No change | 150,000 | 1,579 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 141,249 | 1,487 | 0.0% | 0.0% | 27 | +26,210 | 22.78% | Q1 2026 | May 06, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 140,841 | 1,483 | 0.02% | 0.04% | 28 | -56,079 | -28.48% | Q1 2026 | Apr 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 125,965 | 1,326 | 0.0% | 0.0% | 29 | +6,080 | 5.07% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 116,034 | 1,221 | 0.0% | 0.01% | 30 | -30,194 | -20.65% | Q1 2026 | May 11, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Added to | 110,636 | 1,164 | 0.04% | 0.02% | 31 | +54,365 | 96.61% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | No change | 109,000 | 1,147 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 105,418 | 1,110 | 0.0% | 0.0% | 33 | +1,398 | 1.34% | Q1 2026 | May 14, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 103,300 | 1,087 | 0.16% | 0.21% | 34 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 79,200 | 1,064 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 100,184 | 1,054 | 0.0% | 0.0% | 36 | +12,328 | 14.03% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 91,582 | 964 | 0.0% | 0.0% | 37 | -1,107 | -1.19% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 86,554 | 911 | 0.0% | 0.0% | 38 | +6,174 | 7.68% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 79,260 | 834 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Trexquant Investment LP | History | Reduced | 64,730 | 681 | 0.0% | 0.01% | 40 | -50,547 | -43.85% | Q1 2026 | May 15, 2026 |
| Bristlecone Value Partners, LLC | History | Added to | 60,093 | 632 | 0.56% | 0.9% | 41 | +2,128 | 3.67% | Q1 2026 | May 08, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Reduced | 54,765 | 576 | 0.3% | 0.38% | 42 | -235 | -0.43% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 54,272 | 571 | 0.0% | 0.01% | 43 | -659 | -1.2% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 52,608 | 553 | 0.0% | 0.0% | 44 | +26,339 | 100.27% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 50,900 | 535 | 0.0% | 0.0% | 45 | +23,800 | 87.82% | Q1 2026 | May 15, 2026 |
| E. Ohman J:or Asset Management AB | History | New | 45,637 | 480 | 0.01% | — | 46 | +45,637 | New | Q1 2026 | Apr 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 45,216 | 476 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 40,808 | 429 | 0.0% | 0.0% | 48 | -19,900 | -32.78% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 39,730 | 418 | 0.0% | 0.0% | 49 | +1,209 | 3.14% | Q1 2026 | May 05, 2026 |
| JT Stratford LLC | History | New | 38,112 | 401 | 0.05% | — | 50 | +38,112 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 33,567 | 353 | 0.0% | 0.0% | 51 | -22,468 | -40.1% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 33,406 | 351 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 33,332 | 350 | 0.0% | — | 53 | +33,332 | New | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 30,914 | 325 | 0.0% | — | 54 | +30,914 | New | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 30,538 | 321 | 0.0% | — | 55 | +30,538 | New | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 27,568 | 290 | 0.0% | 0.0% | 56 | -273 | -0.98% | Q1 2026 | May 15, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 26,250 | 287 | 0.15% | 0.24% | 57 | -2,850 | -9.79% | Q1 2026 | May 06, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 25,358 | 267 | 0.0% | 0.0% | 58 | -1,360 | -5.09% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | No change | 25,333 | 266 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 21,675 | 228 | 0.0% | 0.0% | 60 | -1,734 | -7.41% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | No change | 21,642 | 226 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 20,100 | 211 | 0.18% | 0.22% | 62 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Dockside LLC | History | Reduced | 18,999 | 200 | 0.05% | 0.07% | 63 | -104 | -0.54% | Q1 2026 | May 08, 2026 |
| Painted Porch Advisors LLC | History | No change | 18,638 | 196 | 0.09% | 0.1% | 64 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 17,964 | 189 | 0.0% | 0.0% | 65 | -6,839 | -27.57% | Q1 2026 | May 08, 2026 |
| XTX Topco Ltd | History | New | 16,869 | 177 | 0.0% | — | 67 | +16,869 | New | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 16,900 | 177 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vanguard Global Advisers, LLC | History | New | 15,266 | 160 | 0.0% | — | 68 | +15,266 | New | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 14,933 | 157 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 13,434 | 141 | 0.0% | 0.0% | 70 | +407 | 3.12% | Q1 2026 | May 08, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 13,277 | 139 | 0.0% | — | 71 | +13,277 | New | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 11,130 | 117 | 0.0% | 0.0% | 72 | +27 | 0.24% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 11,061 | 116 | 0.0% | 0.0% | 73 | -143 | -1.28% | Q1 2026 | May 01, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 10,881 | 114 | 0.0% | — | 74 | +10,881 | New | Q1 2026 | May 15, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 10,023 | 105 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CAZ INVESTMENTS LP | History | No change | 7,500 | 78 | 0.09% | 0.17% | 76 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 6,668 | 70 | 0.0% | 0.0% | 77 | -641 | -8.77% | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 5,847 | 61 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MRP Capital Investments, LLC | History | New | 5,000 | 52 | 0.05% | — | 79 | +5,000 | New | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | No change | 4,483 | 47 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 4,378 | 46 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,072 | 32 | 0.0% | 0.0% | 83 | +1,591 | 107.43% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,062 | 32 | 0.0% | 0.0% | 82 | -31 | -1.0% | Q1 2026 | Apr 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,522 | 26 | 0.0% | 0.0% | 84 | -18,154 | -87.8% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 1,929 | 20 | 0.0% | 0.0% | 85 | +1,304 | 208.64% | Q1 2026 | May 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,300 | 17 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 1,503 | 15 | 0.0% | — | 87 | +1,500 | 50000.0% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,366 | 14 | 0.0% | 0.0% | 88 | -1,868 | -57.76% | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,025 | 11 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,000 | 10 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 530 | 5 | 0.0% | 0.0% | 92 | -19,470 | -97.35% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 523 | 5 | 0.0% | — | 94 | +523 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 500 | 5 | 0.0% | 0.0% | 91 | -200 | -28.57% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 508 | 5 | 0.0% | 0.0% | 93 | -29 | -5.4% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Added to | 315 | 3 | 0.0% | 0.0% | 95 | +43 | 15.81% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 257 | 2 | 0.0% | 0.0% | 96 | -1,477 | -85.18% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 101 | 1 | 0.0% | 0.0% | 97 | -732 | -87.88% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | New | 96 | 1 | 0.0% | — | 101 | +96 | New | Q1 2026 | Apr 07, 2026 |
| Bare Financial Services, Inc | History | Reduced | 150 | 1 | 0.0% | 0.0% | 100 | -93 | -38.27% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 118 | 1 | 0.0% | — | 99 | +87 | 280.65% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 150 | 1 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 19 | 0 | — | 0.0% | — | -347,754 | -99.99% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,168 | -100.0% | Q1 2026 | May 12, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -14,937 | -100.0% | Q1 2026 | May 11, 2026 |
| MeadowBrook Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -14,790 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,459 | -100.0% | Q1 2026 | May 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,649 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,306 | -100.0% | Q1 2026 | May 15, 2026 |
| GLOBEFLEX CAPITAL L P | History | Closed out | 0 | 0 | — | 0.02% | — | -9,344 | -100.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -3,102 | -100.0% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,009 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -928 | -100.0% | Q1 2026 | May 15, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q1 2026 | May 07, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Parallel Advisors, LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -108 | -92.31% | Q1 2026 | May 07, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 43 | 0 | — | 0.0% | — | -100 | -69.93% | Q1 2026 | May 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | — | — | -68 | -100.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | New | 57 | 0 | — | — | — | +57 | New | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2026 | May 01, 2026 |
| GAMMA Investing LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q1 2026 | Apr 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 9 | 0 | — | — | — | -28 | -75.68% | Q1 2026 | Apr 20, 2026 |
| CVA Family Office, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 1 | 0 | — | — | — | -11 | -91.67% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 74 | 0 | — | 0.0% | — | -10 | -11.9% | Q1 2026 | Apr 24, 2026 |
| Blue Trust, Inc. | History | Added to | 67 | 0 | — | — | — | +9 | 15.52% | Q1 2026 | Apr 20, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 2 | 0 | — | — | — | -8 | -80.0% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Reduced | 9 | 0 | — | — | — | -8 | -47.06% | Q1 2026 | May 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 7 | 0 | — | — | — | -3 | -30.0% | Q1 2026 | May 07, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q1 2026 | Apr 14, 2026 |
| Arax Advisory Partners | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 64 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fortitude Family Office, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |