Life360, Inc. - LIF

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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 9,265,283 512,926 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 5,349,636 296,155 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 3,507,701 194,186 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 2,272,051 125,780 0.0% 0.0% 4 0 0.0% Q2 2026 Sep 22, 2026
UBS Group AG History No change 1,705,827 94,434 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,284,468 71,130 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 12, 2026
NORGES BANK History No change 749,530 41,493 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 12, 2026
ALLSTATE CORP History No change 725,000 40,136 0.4% 0.4% 8 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 658,949 36,479 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 655,488 36,287 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 525,727 29,104 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 519,191 28,742 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 483,007 26,739 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 04, 2026
NORTHERN TRUST CORP History No change 481,064 26,631 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 299,928 16,604 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 286,988 15,890 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 11, 2026
Bank of New York Mellon Corp History No change 280,827 15,546 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 06, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 278,350 15,409 0.04% 0.04% 18 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 242,917 13,447 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 03, 2026
GOLDMAN SACHS GROUP INC History No change 242,785 13,440 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 215,269 11,917 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 208,911 11,565 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
Greenspring Advisors, LLC History No change 173,271 9,592 0.53% 0.53% 23 0 0.0% Q2 2026 Aug 11, 2026
Legal & General Group Plc History No change 171,006 9,466 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 152,835 8,460 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 11, 2026
MILFORD FUNDS LTD History No change 149,737 8,289 0.13% 0.13% 26 0 0.0% Q2 2026 Jul 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 145,725 8,067 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
SIH Partners, LLLP History No change 140,639 7,785 0.05% 0.05% 28 0 0.0% Q2 2026 Aug 14, 2026
MIZUHO MARKETS AMERICAS LLC History No change 133,533 7,392 0.12% 0.12% 29 0 0.0% Q2 2026 Jul 24, 2026
MACQUARIE GROUP LTD History No change 126,464 7,001 0.03% 0.03% 30 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 125,845 6,966 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 109,786 6,077 0.0% 0.0% 32 0 0.0% Q2 2026 Sep 02, 2026
RHUMBLINE ADVISERS History No change 107,666 5,960 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 11, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 96,691 5,352 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 95,050 5,261 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 86,736 4,801 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 24, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 84,761 4,692 0.39% 0.39% 37 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 79,283 4,389 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 77,506 4,290 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 73,770 4,083 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 56,842 3,147 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 53,241 2,947 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 53,211 2,946 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
Triodos Investment Management BV History No change 52,000 2,876 0.18% 0.18% 44 0 0.0% Q2 2026 Jul 29, 2026
Greycroft LP History No change 50,469 2,793 6.34% 6.34% 45 0 0.0% Q2 2026 Aug 14, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 47,826 2,647 0.17% 0.17% 46 0 0.0% Q2 2026 Aug 11, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 41,000 2,269 0.02% 0.02% 47 0 0.0% Q2 2026 Aug 10, 2026
Nuveen, LLC History No change 40,745 2,255 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 11, 2026
Clearbridge Investments, LLC History No change 39,746 2,200 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 37,652 2,084 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 13, 2026
Louisiana State Employees Retirement System History No change 35,500 1,965 0.03% 0.03% 51 0 0.0% Q2 2026 Jul 21, 2026
Jupiter Topco LLC History No change 35,300 1,953 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 30,119 1,942 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 34,662 1,918 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 33,400 1,849 0.0% 0.0% 55 0 0.0% Q2 2026 Jul 23, 2026
State of Alaska, Department of Revenue History No change 32,108 1,777 0.02% 0.02% 56 0 0.0% Q2 2026 Jul 20, 2026
Vanguard Global Advisers, LLC History No change 31,471 1,742 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 31,071 1,720 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 30,613 1,694 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History No change 30,118 1,667 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 04, 2026
ALLIANCEBERNSTEIN L.P. History No change 37,824 1,543 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 26,394 1,461 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 26,233 1,452 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 26,088 1,444 0.0% 0.0% 64 0 0.0% Q2 2026 Sep 09, 2026
DEUTSCHE BANK AG\ History No change 25,933 1,435 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 07, 2026
Handelsbanken Fonder AB History No change 25,300 1,401 0.0% 0.0% 66 0 0.0% Q2 2026 Jul 10, 2026
State of Tennessee, Department of Treasury History No change 24,301 1,345 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
Aquatic Capital Management LLC History No change 22,819 1,263 0.04% 0.04% 68 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 22,185 1,228 0.03% 0.03% 69 0 0.0% Q2 2026 Aug 04, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 21,965 1,215 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 07, 2026
Voleon Capital Management LP History No change 21,076 1,166 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 14, 2026
Arizona State Retirement System History No change 21,023 1,163 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 07, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 20,580 1,139 0.01% 0.01% 73 0 0.0% Q2 2026 Jul 16, 2026
AMALGAMATED BANK History No change 20,080 1,112 0.01% 0.01% 74 0 0.0% Q2 2026 Jul 23, 2026
JANE STREET GROUP, LLC History No change 19,800 1,096 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 19,215 1,063 0.01% 0.01% 76 0 0.0% Q2 2026 Jul 17, 2026
Vanguard Investments Australia, Ltd. History No change 19,165 1,060 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 19,000 1,052 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 12, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 18,400 1,018 0.01% 0.01% 79 0 0.0% Q2 2026 Jul 28, 2026
Creative Planning History No change 18,100 1,002 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 13, 2026
OLD MISSION CAPITAL LLC History No change 18,001 996 0.02% 0.02% 81 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 17,300 957 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 12, 2026
GUGGENHEIM CAPITAL LLC History No change 17,230 953 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 16,921 936 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 05, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 16,400 907 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 25, 2026
TRUIST FINANCIAL CORP History No change 14,754 816 0.0% 0.0% 86 0 0.0% Q2 2026 Jul 28, 2026
Permanent Capital Management, LP History No change 14,328 793 0.11% 0.11% 87 0 0.0% Q2 2026 Aug 12, 2026
FIL Ltd History No change 13,131 726 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
Amundi History No change 12,969 717 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 11, 2026
Jefferies Financial Group Inc. History No change 12,220 676 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 17, 2026
Pictet Asset Management Holding SA History No change 12,062 667 0.0% 0.0% 91 0 0.0% Q2 2026 Jul 30, 2026
MetLife Investment Management, LLC History No change 11,903 658 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 13, 2026
Maryland State Retirement & Pension System History No change 11,820 654 0.01% 0.01% 93 0 0.0% Q2 2026 Jul 30, 2026
SummitTX Capital, L.P. History No change 10,839 600 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 10,787 599 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 9,974 552 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
Affinity Capital Advisors, LLC History No change 9,393 532 0.07% 0.07% 97 0 0.0% Q2 2026 Jul 08, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 9,281 513 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 11, 2026
AXQ CAPITAL, LP History No change 9,118 504 0.05% 0.05% 99 0 0.0% Q2 2026 Aug 06, 2026
Lead Edge Capital Management, LLC History No change 8,834 489 0.09% 0.09% 100 0 0.0% Q2 2026 Aug 14, 2026
SOFTBANK GROUP CORP. History No change 10,178 488 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 8,688 480 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 8,593 475 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 8,215 454 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 8,170 452 0.04% 0.04% 105 0 0.0% Q2 2026 Aug 05, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 8,042 445 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 10, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 7,986 442 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 7,683 425 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 7,694 425 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 06, 2026
Rockefeller Capital Management L.P. History No change 7,536 417 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 7,140 395 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 07, 2026
ROMAN BUTLER FULLERTON & CO History No change 7,250 378 0.09% 0.09% 112 0 0.0% Q2 2026 Aug 06, 2026
Catalyst Funds Management Pty Ltd History No change 6,719 371 0.02% 0.02% 113 0 0.0% Q2 2026 Aug 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 6,700 370 0.0% 0.0% 114 0 0.0% Q2 2026 Jul 29, 2026
Vanguard Personalized Indexing Management, LLC History No change 6,589 364 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 11, 2026
BANK OF MONTREAL /CAN/ History No change 6,088 337 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 12, 2026
Russell Investments Group, Ltd. History No change 6,074 336 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 06, 2026
Ensign Peak Advisors, Inc History No change 6,050 334 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
FIRST CITIZENS BANK & TRUST CO History No change 5,979 330 0.0% 0.0% 119 0 0.0% Q2 2026 Jul 13, 2026
Summit Global Investments History No change 5,874 325 0.02% 0.02% 120 0 0.0% Q2 2026 Aug 03, 2026
Envestnet Portfolio Solutions, Inc. History No change 5,722 316 0.0% 0.0% 121 0 0.0% Q2 2026 Sep 23, 2026
Police & Firemen's Retirement System of New Jersey History No change 5,580 308 0.0% 0.0% 122 0 0.0% Q2 2026 Jul 23, 2026
Swiss Life Asset Management Ltd History No change 5,464 302 0.0% 0.0% 123 0 0.0% Q2 2026 Jul 29, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 5,293 293 0.01% 0.01% 124 0 0.0% Q2 2026 Jul 23, 2026
ProShare Advisors LLC History No change 5,180 286 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 11, 2026
XTX Topco Ltd History No change 5,117 283 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 5,086 281 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 10, 2026
SageView Advisory Group, LLC History No change 4,973 275 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 10, 2026
FRANKLIN RESOURCES INC History No change 4,732 261 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 4,585 253 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 17, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 4,106 227 0.06% 0.06% 131 0 0.0% Q2 2026 Jul 13, 2026
CIM INVESTMENT MANAGEMENT INC History No change 4,002 221 0.05% 0.05% 132 0 0.0% Q2 2026 Sep 29, 2026
Axxion S.A. History No change 4,006 221 0.02% 0.02% 133 0 0.0% Q2 2026 Aug 14, 2026
Inspire Advisors, LLC History No change 3,820 211 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 3,738 206 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,602 199 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 07, 2026
Quantbot Technologies LP History No change 3,214 177 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 2,486 137 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 06, 2026
Nykredit A/S History No change 2,278 126 0.0% 0.0% 139 0 0.0% Q2 2026 Sep 08, 2026
KBC Group NV History No change 2,211 122 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 05, 2026
Pacer Advisors, Inc. History No change 2,201 122 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
Advisors Asset Management, Inc. History No change 1,849 102 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,833 101 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 07, 2026
SIMPLEX TRADING, LLC History No change 1,751 96 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Investment Partners, Inc. History No change 1,664 92 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,431 79 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History Added to 1,909 76 0.0% 0.0% 147 +48 2.58% Q3 2026 Oct 08, 2026
BNP Paribas Asset Management Holding S.A. History No change 1,074 59 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 1,004 55 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 11, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 958 53 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 1,200 48 0.0% 0.01% 151 0 0.0% Q3 2026 Oct 08, 2026
Salomon & Ludwin, LLC History No change 836 47 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 838 44 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Added to 891 35 0.0% 0.0% 154 +216 32.0% Q3 2026 Oct 08, 2026
Arax Advisory Partners History No change 576 31 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 10, 2026
UMB Bank, n.a. History No change 533 29 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 455 25 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 12, 2026
Kemnay Advisory Services Inc. History No change 338 18 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 341 18 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 24, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 316 17 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
TORONTO DOMINION BANK History No change 288 15 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 200 11 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 06, 2026
Versant Capital Management, Inc History Added to 207 8 0.0% 0.0% 164 +50 31.85% Q3 2026 Oct 01, 2026
NATIONAL BANK OF CANADA /FI/ History No change 151 8 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History No change 140 7 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 23, 2026
Bare Financial Services, Inc History No change 140 7 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 27, 2026
Strive Financial Group ,LLC History No change 127 7 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 121 6 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 11, 2026
Covestor Ltd History No change 103 6 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 07, 2026
Sterling Capital Management LLC History No change 66 3 0.0% 0.0% 170 0 0.0% Q2 2026 Jul 28, 2026
Parkside Financial Bank & Trust History No change 55 3 0.0% 0.0% 171 0 0.0% Q2 2026 Sep 04, 2026
Optiver Holding B.V. History No change 68 3 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History No change 63 3 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 11, 2026
GILL CAPITAL PARTNERS, LLC History No change 50 2 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 20, 2026
MassMutual Private Wealth & Trust, FSB History No change 71 2 0.0% 0.0% 175 0 0.0% Q3 2026 Oct 05, 2026
LAZARD ASSET MANAGEMENT LLC History No change 48 2 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 54 2 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 24 1 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 20 1 0.0% 0.0% 179 0 0.0% Q2 2026 Jul 31, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 20 1 0.0% 0.0% 180 0 0.0% Q2 2026 Jul 20, 2026
Plante Moran Financial Advisors, LLC History No change 19 1 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 06, 2026
Parallel Advisors, LLC History No change 36 1 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 05, 2026
SBI Securities Co., Ltd. History No change 27 1 0.0% 0.0% 183 0 0.0% Q2 2026 Jul 22, 2026
Marquette Asset Management, LLC History Closed out 0 0 — — — -11 -100.0% Q3 2026 Oct 09, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 14 0 — — — +3 27.27% Q3 2026 Oct 09, 2026
Davis Capital Management History Added to 6 0 — — — +2 50.0% Q3 2026 Oct 08, 2026
US BANCORP \DE\ History No change 17 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 14 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
JFS WEALTH ADVISORS, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
MCF Advisors LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Physician Wealth Advisors, Inc. History No change 11 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Cedar Mountain Advisors, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 02, 2026
CVA Family Office, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Elequin Capital, LP History No change 18 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History No change 12 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
Evolution Advisers, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Abound Wealth Management History No change 3 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Ankerstar Wealth, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Hughes Financial Services, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Kilter Group LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Godfrey Financial Associates, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Signature Equity Partners, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Silver Grove Financial Group, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 10, 2026