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 | No change | 1,498,306 | 42,342 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bond Capital Management, LP | History | No change | 1,054,035 | 29,787 | 9.76% | 9.76% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hood River Capital Management LLC | History | No change | 901,429 | 25,474 | 0.18% | 0.18% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 898,021 | 25,378 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 646,908 | 18,285 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESTERLY CAPITAL MANAGEMENT, LLC | History | No change | 645,000 | 18,227 | 3.36% | 3.36% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 435,564 | 13,402 | 0.0% | 0.0% | 7 | +11,605 | 2.74% | Q3 2026 | Nov 04, 2026 |
| STATE STREET CORP | History | No change | 443,716 | 12,539 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 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 | No change | 287,803 | 8,133 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stoic Point Capital Management LLC | History | No change | 263,616 | 7,449 | 6.17% | 6.17% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 239,837 | 6,777 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 205,285 | 5,801 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 193,187 | 5,459 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | No change | 190,000 | 5,369 | 0.28% | 0.28% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 186,553 | 5,271 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 181,458 | 5,128 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RBF Capital, LLC | History | No change | 180,000 | 5,086 | 0.21% | 0.21% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 172,568 | 4,876 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 150,106 | 4,241 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 140,734 | 3,977 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 140,513 | 3,970 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 104,004 | 2,939 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AWM Investment Company, Inc. | History | No change | 100,000 | 2,826 | 0.25% | 0.25% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANNELL CAPITAL LLC | History | No change | 96,642 | 2,731 | 1.83% | 1.83% | 25 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 96,546 | 2,728 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 85,817 | 2,640 | 0.0% | 0.0% | 27 | +5,070 | 6.28% | Q3 2026 | Nov 05, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 88,892 | 2,512 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 87,466 | 2,368 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Voleon Capital Management LP | History | No change | 76,216 | 2,153 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 69,188 | 1,955 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 67,258 | 1,900 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 63,216 | 1,786 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORGES BANK | History | No change | 58,900 | 1,664 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 55,189 | 1,559 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 53,844 | 1,521 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 53,631 | 1,515 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Axxion S.A. | History | Reduced | 48,392 | 1,489 | 0.1% | 0.1% | 39 | -1,316 | -2.65% | Q3 2026 | Oct 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 52,700 | 1,489 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 46,693 | 1,436 | 0.0% | 0.0% | 40 | -6,447 | -12.13% | Q3 2026 | Nov 04, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | New | 45,584 | 1,402 | 0.16% | — | 41 | +45,584 | New | Q3 2026 | Oct 27, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 48,065 | 1,358 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PDT Partners, LLC | History | No change | 47,259 | 1,335 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 43,361 | 1,226 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 41,429 | 1,170 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 38,830 | 1,097 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 35,297 | 1,086 | 0.15% | 0.13% | 47 | +1,156 | 3.39% | Q3 2026 | Nov 03, 2026 |
| Swiss National Bank | History | No change | 35,200 | 994 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 29,101 | 822 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 26,805 | 757 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Wyoming | History | Added to | 22,879 | 703 | 0.05% | 0.02% | 51 | +14,213 | 164.01% | Q3 2026 | Oct 28, 2026 |
| Quantinno Capital Management LP | History | No change | 24,437 | 690 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 24,202 | 683 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 24,013 | 678 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 23,919 | 675 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 20,210 | 571 | 0.16% | 0.16% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 19,792 | 559 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 19,255 | 544 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 19,134 | 540 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 18,862 | 533 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gator Capital Management, LLC | History | No change | 17,700 | 500 | 0.1% | 0.1% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 18,486 | 481 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 15,996 | 452 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 15,112 | 427 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 14,951 | 422 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 14,655 | 414 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 14,684 | 414 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sendero Wealth Management, LLC | History | New | 12,539 | 385 | 0.04% | — | 68 | +12,539 | New | Q3 2026 | Oct 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 13,545 | 382 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | No change | 13,181 | 372 | 0.14% | 0.14% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 12,900 | 364 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 11,445 | 323 | 0.0% | 0.0% | 72 | 0 | 0.0% | 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 | No change | 10,190 | 287 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 10,083 | 284 | 0.0% | 0.0% | 75 | 0 | 0.0% | 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 | No change | 9,508 | 268 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 8,909 | 251 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 8,796 | 248 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 8,700 | 245 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 8,437 | 238 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 8,431 | 238 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | No change | 8,364 | 236 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,041 | 228 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 8,004 | 226 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 7,727 | 218 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | New | 6,789 | 208 | 0.0% | — | 87 | +6,789 | New | Q3 2026 | Nov 02, 2026 |
| Empowered Funds, LLC | History | No change | 7,270 | 205 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | No change | 7,211 | 203 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 6,284 | 177 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,209 | 175 | 0.0% | 0.0% | 91 | 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% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SG Americas Securities, LLC | History | No change | 4,958 | 140 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 4,565 | 129 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,894 | 119 | 0.0% | 0.0% | 95 | +2,935 | 306.05% | Q3 2026 | Oct 20, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,200 | 90 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 2,933 | 82 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 2,704 | 76 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,496 | 42 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,259 | 35 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,225 | 34 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,150 | 32 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | New | 1,039 | 31 | 0.0% | — | 103 | +1,039 | New | Q3 2026 | Oct 15, 2026 |
| CAZ INVESTMENTS LP | History | No change | 700 | 19 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Nov 04, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 600 | 18 | 0.0% | 0.0% | 105 | -7,800 | -92.86% | Q3 2026 | Nov 02, 2026 |
| Altshuler Shaham Ltd | History | No change | 600 | 16 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 598 | 16 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 538 | 15 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 402 | 12 | 0.0% | 0.0% | 109 | +17 | 4.42% | Q3 2026 | Oct 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 390 | 10 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Reduced | 282 | 9 | 0.01% | 0.01% | 113 | -77 | -21.45% | Q3 2026 | Oct 30, 2026 |
| Arax Advisory Partners | History | No change | 350 | 9 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 331 | 9 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 196 | 6 | 0.0% | 0.0% | 114 | +109 | 125.29% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 201 | 6 | 0.0% | 0.0% | 115 | +2 | 1.01% | Q3 2026 | Oct 08, 2026 |
| Private Wealth Management Group, LLC | History | No change | 214 | 6 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 134 | 4 | 0.0% | 0.0% | 118 | +80 | 148.15% | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | Added to | 162 | 4 | 0.0% | 0.0% | 119 | +49 | 43.36% | Q3 2026 | Nov 05, 2026 |
| Allworth Financial LP | History | No change | 145 | 4 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | No change | 124 | 3 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Quarry LP | History | No change | 114 | 3 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 91 | 2 | 0.0% | — | 122 | +83 | 1037.5% | Q3 2026 | Nov 05, 2026 |
| Root Financial Partners, LLC | History | New | 71 | 2 | 0.0% | — | 125 | +71 | New | Q3 2026 | Oct 21, 2026 |
| Optiver Holding B.V. | History | No change | 78 | 2 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Essential Partners LLC | History | Added to | 37 | 1 | 0.0% | — | 129 | +35 | 1750.0% | Q3 2026 | Oct 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 61 | 1 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Torren Management, LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -19,900 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Amplius Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,280 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -7,103 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 21 | 0 | — | 0.0% | — | -380 | -94.76% | Q3 2026 | Nov 04, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 22 | 0 | — | — | — | +22 | New | Q3 2026 | Nov 05, 2026 |
| True Wealth Design, LLC | History | Added to | 29 | 0 | — | — | — | +19 | 190.0% | Q3 2026 | Oct 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 20 | 0 | — | — | — | -15 | -42.86% | Q3 2026 | Nov 03, 2026 |
| Parkside Financial Bank & Trust | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Oct 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 31 | 0 | — | — | — | +13 | 72.22% | Q3 2026 | Oct 26, 2026 |
| Ascentis Wealth Management, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Nov 03, 2026 |
| Fortitude Family Office, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 5 | 0 | — | — | — | -8 | -61.54% | Q3 2026 | Oct 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| JPL Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |