Hippo Holdings Inc. - HIPO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 1,498,306 | 42,342 | 0.0% | 0.0% | 1 | +226,533 | 17.81% | Q2 2026 | Aug 07, 2026 |
| Bond Capital Management, LP | History | Reduced | 1,054,035 | 29,787 | 9.76% | 28.5% | 2 | -146,093 | -12.17% | Q2 2026 | Aug 14, 2026 |
| Hood River Capital Management LLC | History | Added to | 901,429 | 25,474 | 0.18% | 0.16% | 3 | +293,170 | 48.2% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 898,021 | 25,378 | 0.0% | 0.0% | 4 | +35,612 | 4.13% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 646,908 | 18,285 | 0.0% | 0.0% | 5 | +80,418 | 14.2% | Q2 2026 | Aug 12, 2026 |
| WESTERLY CAPITAL MANAGEMENT, LLC | History | Added to | 645,000 | 18,227 | 3.36% | 3.54% | 6 | +145,000 | 29.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 443,716 | 12,539 | 0.0% | 0.0% | 7 | +37,097 | 9.12% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 423,959 | 11,978 | 0.0% | 0.0% | 8 | +29,052 | 7.36% | Q2 2026 | Aug 11, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 403,590 | 11,405 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 287,803 | 8,133 | 0.0% | 0.0% | 10 | +67,728 | 30.77% | Q2 2026 | Aug 13, 2026 |
| Stoic Point Capital Management LLC | History | Added to | 263,616 | 7,449 | 6.17% | 6.37% | 11 | +12,500 | 4.98% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 239,837 | 6,777 | 0.0% | 0.0% | 12 | +15,491 | 6.9% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 205,285 | 5,801 | 0.0% | 0.0% | 13 | +29,884 | 17.04% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 193,187 | 5,459 | 0.0% | 0.0% | 14 | +31,747 | 19.66% | Q2 2026 | Aug 14, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | No change | 190,000 | 5,369 | 0.28% | 0.31% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 186,553 | 5,271 | 0.02% | 0.02% | 16 | -36,795 | -16.47% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 181,458 | 5,128 | 0.0% | 0.0% | 17 | +17,612 | 10.75% | Q2 2026 | Aug 14, 2026 |
| RBF Capital, LLC | History | No change | 180,000 | 5,086 | 0.21% | 0.23% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 172,568 | 4,876 | 0.0% | 0.0% | 19 | +37,373 | 27.64% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 150,106 | 4,241 | 0.0% | 0.0% | 20 | +25,768 | 20.72% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 140,734 | 3,977 | 0.0% | 0.0% | 21 | +66,863 | 90.51% | Q2 2026 | Sep 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 140,513 | 3,970 | 0.0% | 0.0% | 22 | +2,305 | 1.67% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 104,004 | 2,939 | 0.0% | 0.01% | 23 | -65,616 | -38.68% | Q2 2026 | Aug 13, 2026 |
| AWM Investment Company, Inc. | History | No change | 100,000 | 2,826 | 0.25% | 0.29% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANNELL CAPITAL LLC | History | Reduced | 96,642 | 2,731 | 1.83% | 3.06% | 25 | -946 | -0.97% | Q2 2026 | Aug 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 96,546 | 2,728 | 0.0% | 0.0% | 26 | -13,397 | -12.19% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 88,892 | 2,512 | 0.0% | 0.01% | 27 | +4,146 | 4.89% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 87,466 | 2,368 | 0.0% | 0.0% | 28 | -29,051 | -24.93% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 80,747 | 2,281 | 0.0% | 0.0% | 29 | +21,556 | 36.42% | Q2 2026 | Aug 06, 2026 |
| Voleon Capital Management LP | History | Reduced | 76,216 | 2,153 | 0.04% | 0.05% | 30 | -7,911 | -9.4% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 69,188 | 1,955 | 0.0% | 0.0% | 31 | +37,666 | 119.49% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 67,258 | 1,900 | 0.0% | 0.0% | 32 | +21,881 | 48.22% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 63,216 | 1,786 | 0.0% | 0.0% | 33 | -80 | -0.13% | Q2 2026 | Aug 07, 2026 |
| NORGES BANK | History | New | 58,900 | 1,664 | 0.0% | — | 34 | +58,900 | New | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 55,189 | 1,559 | 0.0% | 0.0% | 35 | -11,423 | -17.15% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 53,844 | 1,521 | 0.0% | 0.0% | 36 | -21,567 | -28.6% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Reduced | 53,631 | 1,515 | 0.01% | 0.02% | 37 | -53,037 | -49.72% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 53,140 | 1,501 | 0.0% | 0.0% | 38 | +7,586 | 16.65% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 52,700 | 1,489 | 0.0% | 0.0% | 39 | +42,061 | 395.35% | Q2 2026 | Aug 14, 2026 |
| Axxion S.A. | History | New | 49,708 | 1,404 | 0.1% | — | 40 | +49,708 | New | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 48,065 | 1,358 | 0.0% | 0.0% | 41 | +3,064 | 6.81% | Q2 2026 | Aug 12, 2026 |
| PDT Partners, LLC | History | No change | 47,259 | 1,335 | 0.07% | 0.07% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 43,361 | 1,226 | 0.0% | 0.0% | 43 | +13,650 | 45.94% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 41,429 | 1,170 | 0.0% | 0.0% | 44 | +427 | 1.04% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 38,830 | 1,097 | 0.0% | 0.0% | 45 | +23,408 | 151.78% | Q2 2026 | Aug 06, 2026 |
| Swiss National Bank | History | Added to | 35,200 | 994 | 0.0% | 0.0% | 46 | +5,600 | 18.92% | Q2 2026 | Aug 11, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 34,141 | 964 | 0.13% | 0.14% | 47 | +1,575 | 4.84% | Q2 2026 | Aug 04, 2026 |
| XTX Topco Ltd | History | New | 29,101 | 822 | 0.01% | — | 48 | +29,101 | New | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 26,805 | 757 | 0.0% | 0.0% | 49 | -25 | -0.09% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 24,437 | 690 | 0.0% | 0.0% | 50 | +6,908 | 39.41% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 24,202 | 683 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 24,013 | 678 | 0.0% | 0.0% | 52 | +1,593 | 7.11% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 23,919 | 675 | 0.0% | 0.0% | 53 | -15,900 | -39.93% | Q2 2026 | Aug 14, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 20,210 | 571 | 0.16% | 0.16% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 19,900 | 562 | 0.0% | 0.0% | 55 | +1,200 | 6.42% | Q2 2026 | Jul 30, 2026 |
| UBS Group AG | History | Reduced | 19,792 | 559 | 0.0% | 0.0% | 56 | -2,515 | -11.27% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Added to | 19,255 | 544 | 0.0% | 0.0% | 57 | +11,299 | 142.02% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 19,134 | 540 | 0.0% | 0.0% | 58 | +18,165 | 1874.61% | Q2 2026 | Aug 24, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 18,862 | 533 | 0.0% | 0.0% | 59 | +922 | 5.14% | Q2 2026 | Aug 12, 2026 |
| Gator Capital Management, LLC | History | No change | 17,700 | 500 | 0.1% | 0.09% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 18,486 | 481 | 0.0% | 0.0% | 61 | +2,400 | 14.92% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 15,996 | 452 | 0.0% | 0.0% | 62 | +9,371 | 141.45% | Q2 2026 | Aug 14, 2026 |
| Amplius Wealth Advisors, LLC | History | New | 15,280 | 431 | 0.03% | — | 63 | +15,280 | New | Q2 2026 | Jul 17, 2026 |
| Invesco Ltd. | History | Added to | 15,112 | 427 | 0.0% | 0.0% | 64 | +1,301 | 9.42% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | New | 14,951 | 422 | 0.0% | — | 65 | +14,951 | New | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | New | 14,655 | 414 | 0.03% | — | 67 | +14,655 | New | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 14,684 | 414 | 0.0% | 0.0% | 66 | -4,358 | -22.89% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,545 | 382 | 0.0% | 0.0% | 68 | +61 | 0.45% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | New | 13,181 | 372 | 0.14% | — | 69 | +13,181 | New | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 12,900 | 364 | 0.0% | — | 70 | +12,900 | New | Q2 2026 | Aug 14, 2026 |
| Brooklyn Investment Group | History | No change | 12,894 | 336 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MetLife Investment Management, LLC | History | Added to | 11,445 | 323 | 0.0% | 0.0% | 72 | +982 | 9.39% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 10,193 | 288 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 10,190 | 287 | 0.0% | 0.0% | 74 | +7,099 | 229.67% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 10,083 | 284 | 0.0% | 0.0% | 75 | -7,274 | -41.91% | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 9,941 | 280 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 9,508 | 268 | 0.0% | 0.0% | 77 | -25,392 | -72.76% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 8,909 | 251 | 0.0% | 0.0% | 78 | -11,955 | -57.3% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 8,796 | 248 | 0.0% | 0.0% | 79 | +193 | 2.24% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | New | 8,700 | 245 | 0.0% | — | 80 | +8,700 | New | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Added to | 8,666 | 244 | 0.02% | 0.02% | 81 | +1,612 | 22.85% | Q2 2026 | Aug 06, 2026 |
| Engineers Gate Manager LP | History | Reduced | 8,437 | 238 | 0.0% | 0.0% | 82 | -5,477 | -39.36% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 8,431 | 238 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 8,400 | 237 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Virtu Financial LLC | History | New | 8,364 | 236 | 0.01% | — | 85 | +8,364 | New | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 8,041 | 228 | 0.0% | 0.0% | 86 | +7,985 | 14258.93% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 8,004 | 226 | 0.01% | 0.01% | 88 | -226 | -2.75% | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 8,700 | 226 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Graham Capital Management, L.P. | History | New | 7,727 | 218 | 0.0% | — | 89 | +7,727 | New | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | New | 7,270 | 205 | 0.0% | — | 90 | +7,270 | New | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | New | 7,211 | 203 | 0.0% | — | 91 | +7,211 | New | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 7,103 | 200 | 0.0% | — | 92 | +7,103 | New | Q2 2026 | Jul 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 6,284 | 177 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,209 | 175 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,027 | 142 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SG Americas Securities, LLC | History | New | 4,958 | 140 | 0.0% | — | 96 | +4,958 | New | Q2 2026 | Aug 07, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 4,565 | 129 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,200 | 90 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Reduced | 2,933 | 82 | 0.0% | 0.0% | 99 | -430 | -12.79% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 2,704 | 76 | 0.0% | 0.0% | 100 | -167 | -5.82% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,496 | 42 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,259 | 35 | 0.0% | 0.0% | 102 | +181 | 16.79% | Q2 2026 | Aug 11, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 1,225 | 34 | 0.0% | 0.0% | 103 | +168 | 15.89% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 1,150 | 32 | 0.0% | — | 104 | +1,150 | New | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 1,076 | 28 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 959 | 27 | 0.0% | — | 106 | +948 | 8618.18% | Q2 2026 | Aug 10, 2026 |
| CAZ INVESTMENTS LP | History | No change | 700 | 19 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 598 | 16 | 0.0% | 0.0% | 109 | -667 | -52.73% | Q2 2026 | Aug 13, 2026 |
| Altshuler Shaham Ltd | History | No change | 600 | 16 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 538 | 15 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 401 | 11 | 0.0% | 0.0% | 111 | -1,200 | -74.95% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | New | 359 | 10 | 0.01% | — | 114 | +359 | New | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Added to | 385 | 10 | 0.0% | 0.0% | 113 | +48 | 14.24% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 390 | 10 | 0.0% | 0.0% | 112 | +40 | 11.43% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 350 | 9 | 0.0% | — | 115 | +335 | 2233.33% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | New | 331 | 9 | 0.0% | — | 116 | +331 | New | Q2 2026 | Aug 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 214 | 6 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 199 | 5 | 0.0% | 0.0% | 118 | +17 | 9.34% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | Added to | 145 | 4 | 0.0% | 0.0% | 119 | +55 | 61.11% | Q2 2026 | Aug 11, 2026 |
| Quarry LP | History | New | 114 | 3 | 0.0% | — | 122 | +114 | New | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Added to | 113 | 3 | 0.0% | 0.0% | 120 | +14 | 14.14% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | No change | 124 | 3 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| GAMMA Investing LLC | History | Reduced | 75 | 2 | 0.0% | 0.0% | 125 | -552 | -88.04% | Q2 2026 | Jul 07, 2026 |
| Optiver Holding B.V. | History | Reduced | 78 | 2 | 0.0% | 0.0% | 124 | -64 | -45.07% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 87 | 2 | 0.0% | 0.0% | 123 | +38 | 77.55% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 54 | 1 | 0.0% | 0.0% | 127 | +12 | 28.57% | Q2 2026 | Jul 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 40 | 1 | 0.0% | — | 126 | +7 | 21.21% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 61 | 1 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Torren Management, LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,363 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -19,400 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -15,918 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,100 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,034 | -100.0% | Q2 2026 | Jul 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,215 | -100.0% | Q2 2026 | Jul 15, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.14% | — | -9,720 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Kemnay Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,173 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 35 | 0 | — | 0.0% | — | -145 | -80.56% | Q2 2026 | Aug 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Essential Partners LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -53 | -96.36% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | New | 18 | 0 | — | — | — | +18 | New | Q2 2026 | Jul 22, 2026 |
| True Wealth Design, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 16, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 26 | 0 | — | — | — | +9 | 52.94% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Aug 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 13 | 0 | — | — | — | +5 | 62.5% | Q2 2026 | Aug 04, 2026 |
| US BANCORP \DE\ | History | Reduced | 8 | 0 | — | — | — | -1 | -11.11% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |