Hippo Holdings Inc. - HIPO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LENNAR CORP /NEW/ | History | New | 2,071,997 | 62,325 | 36.03% | — | 1 | +2,071,997 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 1,278,816 | 38,466 | 0.0% | 0.0% | 2 | +36,587 | 2.95% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,236,936 | 37,207 | 0.0% | 0.0% | 3 | +128,389 | 11.58% | Q4 2025 | Jan 29, 2026 |
| Bond Capital Management, LP | History | No change | 1,200,128 | 36,099 | 35.13% | 21.01% | 4 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 557,066 | 16,760 | 0.0% | 0.0% | 5 | +108,359 | 24.15% | Q4 2025 | Feb 09, 2026 |
| Hood River Capital Management LLC | History | Reduced | 518,376 | 15,592 | 0.17% | 0.22% | 6 | -5,663 | -1.08% | Q4 2025 | Feb 17, 2026 |
| WESTERLY CAPITAL MANAGEMENT, LLC | History | Added to | 420,000 | 12,633 | 2.77% | 3.83% | 7 | +82,000 | 24.26% | Q4 2025 | Feb 17, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 403,590 | 12,140 | 0.08% | 0.11% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 402,255 | 12,099 | 0.0% | 0.0% | 9 | -2,821 | -0.7% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 364,914 | 10,977 | 0.0% | 0.0% | 10 | +53,174 | 17.06% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 293,623 | 8,832 | 0.0% | 0.0% | 11 | +11,048 | 3.91% | Q4 2025 | Feb 13, 2026 |
| Stoic Point Capital Management LLC | History | New | 249,016 | 7,490 | 6.32% | — | 12 | +249,016 | New | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 233,392 | 7,020 | 0.03% | — | 13 | +233,392 | New | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 206,620 | 6,215 | 0.01% | 0.01% | 14 | +67,816 | 48.86% | Q4 2025 | Feb 12, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | No change | 190,000 | 5,715 | 0.38% | 0.52% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RBF Capital, LLC | History | No change | 180,000 | 5,414 | 0.24% | 0.29% | 16 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 168,452 | 5,067 | 0.0% | 0.0% | 17 | +2,238 | 1.35% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 159,418 | 4,795 | 0.0% | 0.0% | 18 | -54,240 | -25.39% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 146,319 | 4,401 | 0.0% | 0.0% | 19 | +1,534 | 1.06% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 140,527 | 4,227 | 0.0% | 0.0% | 20 | +99,020 | 238.56% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 128,712 | 3,871 | 0.0% | 0.0% | 21 | +16,810 | 15.02% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 118,332 | 3,559 | 0.0% | 0.0% | 22 | -37,257 | -23.95% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 114,101 | 3,432 | 0.0% | 0.0% | 23 | -1,594 | -1.38% | Q4 2025 | Mar 25, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 107,782 | 3,242 | 0.0% | 0.0% | 24 | -118,565 | -52.38% | Q4 2025 | Feb 12, 2026 |
| Trexquant Investment LP | History | Added to | 101,168 | 3,043 | 0.03% | 0.02% | 25 | +37,733 | 59.48% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 100,279 | 3,016 | 0.01% | 0.01% | 26 | +4,112 | 4.28% | Q4 2025 | Feb 10, 2026 |
| AWM Investment Company, Inc. | History | No change | 100,000 | 3,008 | 0.29% | 0.34% | 27 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| G2 Investment Partners Management LLC | History | Reduced | 85,860 | 2,582 | 0.61% | 2.26% | 28 | -222,890 | -72.19% | Q4 2025 | Feb 17, 2026 |
| Voleon Capital Management LP | History | Added to | 84,814 | 2,551 | 0.05% | 0.03% | 29 | +55,819 | 192.51% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 68,644 | 2,064 | 0.0% | — | 30 | +68,644 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 66,861 | 2,011 | 0.0% | 0.0% | 31 | -29,878 | -30.89% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 61,793 | 1,858 | 0.0% | 0.0% | 32 | -8,998 | -12.71% | Q4 2025 | Feb 02, 2026 |
| Bank of New York Mellon Corp | History | Added to | 60,673 | 1,825 | 0.0% | 0.0% | 33 | +14,997 | 32.83% | Q4 2025 | Feb 10, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 60,005 | 1,804 | 0.0% | 0.0% | 34 | +736 | 1.24% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 56,600 | 1,702 | 0.0% | 0.0% | 35 | -124,299 | -68.71% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 48,051 | 1,445 | 0.0% | 0.0% | 36 | +17,167 | 55.59% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 48,016 | 1,444 | 0.0% | 0.0% | 37 | +18,181 | 60.94% | Q4 2025 | Jan 29, 2026 |
| PDT Partners, LLC | History | No change | 47,923 | 1,441 | 0.09% | 0.11% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 45,300 | 1,362 | 0.0% | 0.0% | 39 | +935 | 2.11% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 39,609 | 1,191 | 0.0% | 0.0% | 40 | -21,425 | -35.1% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 37,242 | 1,120 | 0.0% | 0.01% | 41 | -18,678 | -33.4% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 35,340 | 1,063 | 0.0% | 0.0% | 42 | +9,247 | 35.44% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 34,616 | 1,041 | 0.0% | 4.47% | 43 | +7,982 | 29.97% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 33,922 | 1,020 | 0.0% | 0.0% | 44 | +25,709 | 313.03% | Q4 2025 | Feb 17, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 31,674 | 952 | 0.16% | 0.37% | 45 | -28,330 | -47.21% | Q4 2025 | Jan 29, 2026 |
| Swiss National Bank | History | New | 29,600 | 890 | 0.0% | — | 46 | +29,600 | New | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 27,906 | 839 | 0.0% | 0.0% | 47 | +2,707 | 10.74% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 26,886 | 808 | 0.0% | 0.0% | 48 | -18,299 | -40.5% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | New | 26,830 | 807 | 0.0% | — | 49 | +26,830 | New | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 24,588 | 740 | 0.0% | 0.0% | 50 | +834 | 3.51% | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 24,285 | 730 | 0.02% | 0.06% | 51 | -33,092 | -57.67% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 24,202 | 727 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 24,017 | 722 | 0.0% | 0.0% | 53 | +7,156 | 42.44% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 22,428 | 674 | 0.0% | 0.0% | 54 | -2,861 | -11.31% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 20,363 | 620 | 0.0% | — | 55 | +20,363 | New | Q4 2025 | Mar 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 20,486 | 616 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Added to | 20,300 | 610 | 0.0% | 0.0% | 57 | +15,900 | 361.36% | Q4 2025 | Feb 02, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 20,210 | 607 | 0.17% | 0.23% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 19,813 | 595 | 0.0% | 0.0% | 59 | +7,154 | 56.51% | Q4 2025 | Feb 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 19,630 | 591 | 0.13% | — | 60 | +19,630 | New | Q4 2025 | Feb 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 18,803 | 565 | 0.01% | 0.03% | 61 | -41,992 | -69.07% | Q4 2025 | Feb 17, 2026 |
| Diametric Capital, LP | History | New | 18,522 | 557 | 0.15% | — | 62 | +18,522 | New | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 16,420 | 493 | 0.0% | 0.0% | 63 | +812 | 5.2% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 16,385 | 492 | 0.0% | 0.0% | 64 | +1,816 | 12.46% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 15,414 | 463 | 0.0% | 0.0% | 65 | +4,884 | 46.38% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Reduced | 15,209 | 457 | 0.0% | 0.0% | 66 | -6,515 | -29.99% | Q4 2025 | Feb 19, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 14,724 | 442 | 0.0% | 0.0% | 67 | +8,261 | 127.82% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 13,822 | 416 | 0.04% | — | 68 | +13,822 | New | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,608 | 409 | 0.0% | 0.0% | 69 | +13,261 | 3821.61% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 13,001 | 391 | 0.01% | — | 70 | +13,001 | New | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 12,939 | 389 | 0.0% | 0.0% | 71 | +5,403 | 71.7% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 12,578 | 378 | 0.0% | 0.0% | 72 | -4,891 | -28.0% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 12,200 | 366 | 0.0% | 0.0% | 73 | -11,417 | -48.34% | Q4 2025 | Feb 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 11,199 | 342 | 0.01% | 0.01% | 74 | +38 | 0.34% | Q4 2025 | Jan 08, 2026 |
| State of Wyoming | History | Added to | 11,061 | 332 | 0.04% | 0.02% | 75 | +6,877 | 164.36% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | New | 10,779 | 324 | 0.01% | — | 76 | +10,779 | New | Q4 2025 | Jan 14, 2026 |
| Legal & General Group Plc | History | Added to | 10,707 | 322 | 0.0% | 0.0% | 77 | +8,879 | 485.72% | Q4 2025 | Feb 09, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 10,652 | 320 | 0.0% | 0.0% | 78 | -729 | -6.41% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 10,135 | 305 | 0.0% | 0.0% | 79 | +1,058 | 11.66% | Q4 2025 | Jan 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 9,941 | 299 | 0.0% | — | 80 | +9,941 | New | Q4 2025 | Feb 12, 2026 |
| GWN SECURITIES INC. | History | New | 9,432 | 283 | 0.06% | — | 81 | +9,432 | New | Q4 2025 | Feb 11, 2026 |
| Graham Capital Management, L.P. | History | Added to | 9,231 | 277 | 0.01% | 0.0% | 82 | +2,789 | 43.29% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 9,097 | 273 | 0.0% | 0.0% | 83 | +1,129 | 14.17% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | New | 8,700 | 262 | 0.0% | — | 84 | +8,700 | New | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 7,020 | 261 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 8,400 | 253 | 0.0% | 0.02% | 86 | -44,922 | -84.25% | Q4 2025 | Feb 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 8,313 | 250 | 0.0% | 0.0% | 87 | +63 | 0.76% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | New | 8,014 | 241 | 0.0% | — | 88 | +8,014 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 7,584 | 228 | 0.0% | 0.0% | 89 | +200 | 2.71% | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | New | 7,482 | 225 | 0.09% | — | 90 | +7,482 | New | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 6,284 | 189 | 0.0% | 0.0% | 91 | +2,840 | 82.46% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,209 | 186 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,027 | 151 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CAZ INVESTMENTS LP | History | Added to | 4,441 | 133 | 0.23% | 0.05% | 94 | +3,741 | 534.43% | Q4 2025 | Feb 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | New | 3,200 | 96 | 0.0% | — | 95 | +3,200 | New | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,174 | 95 | 0.0% | — | 96 | +3,174 | New | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | New | 2,902 | 87 | 0.0% | — | 97 | +2,902 | New | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | New | 2,360 | 70 | 0.0% | — | 98 | +2,360 | New | Q4 2025 | Jan 27, 2026 |
| FMR LLC | History | Added to | 2,159 | 64 | 0.0% | 0.0% | 99 | +67 | 3.2% | Q4 2025 | Feb 17, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,859 | 55 | 0.01% | — | 100 | +1,859 | New | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 1,830 | 55 | 0.0% | 0.0% | 101 | +579 | 46.28% | Q4 2025 | Feb 09, 2026 |
| Torren Management, LLC | History | New | 1,827 | 54 | 0.03% | — | 102 | +1,827 | New | Q4 2025 | Jan 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,774 | 53 | 0.0% | 0.0% | 103 | +834 | 88.72% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1,714 | 51 | 0.01% | — | 104 | +1,714 | New | Q4 2025 | Mar 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,496 | 45 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,103 | 33 | 0.0% | 0.0% | 106 | -18 | -1.61% | Q4 2025 | Feb 17, 2026 |
| Altshuler Shaham Ltd | History | Added to | 1,000 | 30 | 0.0% | 0.0% | 107 | +730 | 270.37% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 631 | 18 | 0.0% | 0.0% | 108 | +39 | 6.59% | Q4 2025 | Jan 05, 2026 |
| AMALGAMATED BANK | History | Reduced | 563 | 17 | 0.0% | 0.0% | 109 | -132 | -18.99% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 292 | 16 | 0.0% | 0.0% | 111 | +83 | 39.71% | Q4 2025 | Jan 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 539 | 16 | 0.0% | 0.0% | 110 | -54 | -9.11% | Q4 2025 | Feb 13, 2026 |
| ALERUS FINANCIAL NA | History | New | 500 | 15 | 0.0% | — | 112 | +500 | New | Q4 2025 | Feb 13, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | New | 490 | 14 | 0.0% | — | 113 | +490 | New | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 472 | 14 | 0.0% | 0.0% | 114 | -245 | -34.17% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 450 | 13 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 398 | 12 | 0.0% | 0.0% | 116 | +30 | 8.15% | Q4 2025 | Jan 26, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 318 | 10 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | Added to | 324 | 9 | 0.0% | 0.0% | 118 | +246 | 315.38% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 328 | 9 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | New | 254 | 7 | 0.0% | — | 121 | +254 | New | Q4 2025 | Mar 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 265 | 7 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| GROUP ONE TRADING LLC | History | New | 229 | 6 | 0.0% | — | 122 | +229 | New | Q4 2025 | Feb 12, 2026 |
| Private Wealth Management Group, LLC | History | No change | 214 | 6 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 179 | 5 | 0.0% | — | 125 | +170 | 1888.89% | Q4 2025 | Jan 23, 2026 |
| Optiver Holding B.V. | History | Added to | 186 | 5 | 0.0% | 0.0% | 124 | +42 | 29.17% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | No change | 124 | 3 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 54 | 1 | 0.0% | 0.0% | 131 | -209 | -79.47% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 43 | 1 | 0.0% | — | 127 | +41 | 2050.0% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 34 | 1 | 0.0% | — | 129 | +14 | 70.0% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 61 | 1 | 0.0% | 0.0% | 130 | +4 | 7.02% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 65 | 1 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -32,489 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Fluent Financial, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -22,718 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,218 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,227 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Shay Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,874 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gator Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,606 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -6,208 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,536 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -476 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -162 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Reduced | 1 | 0 | — | 0.0% | — | -108 | -99.08% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 26 | 0 | — | — | — | +19 | 271.43% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3 | 0 | — | — | — | -15 | -83.33% | Q4 2025 | Feb 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 17 | 0 | — | — | — | +7 | 70.0% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |