Hello Group Inc. - MOMO

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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
PharVision Advisers, LLC History New 12,991 75,348 1.42% — 1 +12,991 New Q2 2026 Aug 11, 2026
Athos Capital Ltd History Reduced 7,447,401 43,195 15.33% 13.29% 2 -34,058 -0.46% Q2 2026 Aug 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 7,115,710 41,271 0.06% 0.07% 3 -367,100 -4.91% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 6,270,308 36,342 0.04% 0.05% 4 -347 -0.01% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History Added to 3,951,341 22,917 0.0% 0.0% 5 +750,751 23.46% Q2 2026 Aug 14, 2026
LSV ASSET MANAGEMENT History Added to 3,594,571 20,849 0.04% 0.04% 6 +150,300 4.36% Q2 2026 Aug 06, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Reduced 3,507,828 20,345 0.0% 0.0% 7 -302,982 -7.95% Q2 2026 Aug 13, 2026
BlackRock, Inc. History Reduced 3,019,786 17,514 0.0% 0.0% 8 -123,664 -3.93% Q2 2026 Aug 07, 2026
D. E. Shaw & Co., Inc. History Reduced 2,496,180 14,477 0.01% 0.01% 9 -79,829 -3.1% Q2 2026 Aug 14, 2026
Alpine Investment Management Ltd History Added to 2,466,700 14,306 3.48% 0.34% 10 +2,233,466 957.61% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 2,194,874 12,731 0.0% 0.0% 11 -213,587 -8.87% Q2 2026 Aug 11, 2026
FIL Ltd History Added to 1,632,115 9,466 0.01% 0.01% 12 +13,676 0.85% Q2 2026 Aug 13, 2026
UBS Group AG History Added to 1,424,602 8,262 0.0% 0.0% 13 +426,719 42.76% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 1,332,101 7,726 0.0% 0.01% 14 -299,075 -18.33% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,331,097 7,720 0.0% 0.0% 15 +153,890 13.07% Q2 2026 Aug 12, 2026
Tiger Pacific Capital LP History Reduced 1,131,194 6,560 3.01% 1.64% 16 -38,200 -3.27% Q2 2026 Aug 14, 2026
STATE STREET CORP History Reduced 1,072,676 6,221 0.0% 0.0% 17 -787,926 -42.35% Q2 2026 Sep 22, 2026
Qube Research & Technologies Ltd History Reduced 1,071,852 6,216 0.01% 0.01% 18 -140,678 -11.6% Q2 2026 Aug 14, 2026
Assenagon Asset Management S.A. History New 1,064,894 6,176 0.01% — 19 +1,064,894 New Q2 2026 Jul 08, 2026
NORGES BANK History New 993,545 5,762 0.0% — 20 +993,545 New Q2 2026 Aug 12, 2026
MORGAN STANLEY History Reduced 883,176 5,122 0.0% 0.0% 21 -63,913 -6.75% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History Reduced 882,526 5,118 0.0% 0.0% 22 -93,889 -9.62% Q2 2026 Aug 13, 2026
CoreView Capital Management Ltd History No change 875,154 5,075 0.93% 1.07% 23 0 0.0% Q2 2026 Aug 13, 2026
Polunin Capital Partners Ltd History New 835,119 5,061 1.24% — 24 +835,119 New Q2 2026 Jul 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 739,822 4,290 0.0% 0.0% 25 -307,680 -29.37% Q2 2026 Aug 14, 2026
Nuveen, LLC History Added to 665,213 3,858 0.0% 0.0% 26 +572,113 614.51% Q2 2026 Aug 11, 2026
Man Group plc History Added to 614,664 3,565 0.01% 0.01% 27 +96,696 18.67% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 523,400 3,035 0.0% 0.0% 28 -189,144 -26.54% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 512,603 2,973 0.01% 0.01% 29 -4,547 -0.88% Q2 2026 Aug 12, 2026
LMR Partners LLP History No change 502,512 2,914 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History Reduced 296,944 1,722 0.0% 0.0% 31 -39,622 -11.77% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Reduced 290,723 1,686 0.0% 0.0% 32 -36,609 -11.18% Q2 2026 Sep 02, 2026
Trexquant Investment LP History Added to 284,035 1,647 0.01% 0.01% 33 +66,096 30.33% Q2 2026 Aug 14, 2026
XTX Topco Ltd History Added to 256,422 1,487 0.02% 0.02% 34 +22,543 9.64% Q2 2026 Aug 14, 2026
Invesco Ltd. History Reduced 252,149 1,462 0.0% 0.0% 35 -27,217 -9.74% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History Added to 231,183 1,340 0.0% 0.0% 36 +2,902 1.27% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History Reduced 227,457 1,319 0.0% 0.0% 37 -8,553 -3.62% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 221,022 1,281 0.0% 0.0% 38 -2,640 -1.18% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 187,341 1,086 0.0% 0.0% 39 -7,800 -4.0% Q2 2026 Aug 17, 2026
IMC-Chicago, LLC History Added to 181,039 1,050 0.0% 0.0% 40 +76,909 73.86% Q2 2026 Aug 06, 2026
GSA CAPITAL PARTNERS LLP History Reduced 167,542 972 0.06% 0.07% 41 -35,613 -17.53% Q2 2026 Aug 06, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 161,492 936 0.0% 0.0% 42 +77,773 92.9% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History New 151,119 876 0.0% — 43 +151,119 New Q2 2026 Aug 14, 2026
Maven Securities LTD History New 143,560 832 0.02% — 44 +143,560 New Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 136,035 789 0.0% 0.0% 45 0 0.0% Q2 2026 Sep 02, 2026
SIMPLEX TRADING, LLC History Added to 132,362 767 0.0% 0.0% 46 +27,222 25.89% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 129,234 749 0.0% 0.0% 47 -49,987 -27.89% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 128,262 743 0.0% 0.0% 48 -199,966 -60.92% Q2 2026 Aug 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 127,481 739 0.0% 0.0% 49 0 0.0% Q2 2026 Jul 17, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History Reduced 122,500 710 0.0% 0.01% 50 -248,900 -67.02% Q2 2026 Aug 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 114,765 665 0.0% 0.0% 51 -10,371 -8.29% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 114,110 661 0.0% 0.0% 52 0 0.0% Q2 2026 Jul 29, 2026
AMERIPRISE FINANCIAL INC History Added to 100,055 580 0.0% 0.0% 53 +41,754 71.62% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 99,091 574 0.0% 0.01% 54 -5,700 -5.44% Q2 2026 Jul 23, 2026
GROUP ONE TRADING LLC History Reduced 93,280 541 0.0% 0.0% 55 -155,120 -62.45% Q2 2026 Aug 13, 2026
E Fund Management (Hong Kong) Co., Ltd. History Reduced 92,825 538 0.18% 0.28% 56 -14,416 -13.44% Q2 2026 Jul 22, 2026
E Fund Management Co., Ltd. History Reduced 92,825 538 0.01% 0.02% 57 -14,416 -13.44% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History Reduced 87,311 506 0.0% 0.0% 58 -4,477 -4.88% Q2 2026 Aug 12, 2026
Verdad Advisers, LP History Reduced 84,685 491 0.47% 0.97% 59 -64,568 -43.26% Q2 2026 Aug 14, 2026
BTG Pactual Asset Management US LLC History Added to 70,163 406 0.03% 0.01% 60 +55,427 376.13% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History Added to 70,023 406 0.0% 0.0% 61 +2,297 3.39% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 62,407 362 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 61,448 357 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 06, 2026
MOODY ALDRICH PARTNERS LLC History No change 60,299 349 0.06% 0.06% 64 0 0.0% Q2 2026 Jul 15, 2026
Creative Planning History Added to 57,096 331 0.0% 0.0% 65 +26,789 88.39% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History Added to 44,233 257 0.0% 0.0% 66 +29,444 199.09% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History Reduced 44,151 256 0.0% 0.0% 67 -15,540 -26.03% Q2 2026 Aug 14, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 43,900 254 0.0% 0.0% 68 +5,600 14.62% Q2 2026 Jul 23, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 43,769 253 0.0% 0.0% 69 -3,750 -7.89% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History Added to 40,798 236 0.0% 0.0% 70 +4,394 12.07% Q2 2026 Aug 12, 2026
Jain Global LLC History New 39,884 231 0.0% — 71 +39,884 New Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Reduced 39,164 227 0.0% 0.0% 72 -4,393 -10.09% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History Reduced 38,667 224 0.0% 0.0% 73 -3,876 -9.11% Q2 2026 Aug 05, 2026
Sanctuary Advisors, LLC History New 36,310 210 0.0% — 74 +36,310 New Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 35,540 206 0.0% — 76 +35,500 88750.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History Added to 35,520 206 0.0% 0.0% 75 +11,628 48.67% Q2 2026 Aug 12, 2026
Legal & General Group Plc History No change 33,356 193 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History New 32,495 188 0.0% — 78 +32,495 New Q2 2026 Aug 14, 2026
Able Wealth Management LLC History New 31,303 181 0.04% — 79 +31,303 New Q2 2026 Jul 29, 2026
TWO SIGMA INVESTMENTS, LP History Added to 30,871 179 0.0% 0.0% 80 +6,971 29.17% Q2 2026 Aug 14, 2026
ANCHYRA PARTNERS LLC History New 28,587 165 0.04% — 81 +28,587 New Q2 2026 Jul 23, 2026
MARSHALL WACE, LLP History New 27,900 161 0.0% — 82 +27,900 New Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 27,591 160 0.0% 0.0% 83 -2,824 -9.28% Q2 2026 Aug 11, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History New 26,600 154 0.0% — 84 +26,600 New Q2 2026 Aug 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 25,899 150 0.0% 0.0% 85 -24,119 -48.22% Q2 2026 Aug 13, 2026
Fifth Third Wealth Advisors LLC History New 25,330 146 0.0% — 86 +25,330 New Q2 2026 Jul 17, 2026
Arkadios Wealth Advisors History New 24,228 140 0.0% — 87 +24,228 New Q2 2026 Aug 10, 2026
Commonwealth Financial Services, LLC History New 23,042 133 0.02% — 88 +23,042 New Q2 2026 Jul 15, 2026
NewEdge Advisors, LLC History Added to 22,419 130 0.0% — 89 +22,418 2241800.0% Q2 2026 Aug 12, 2026
HUB Investment Partners, LLC History New 20,762 120 0.0% — 90 +20,762 New Q2 2026 Jul 31, 2026
Symmetry Partners, LLC History New 20,020 116 0.01% — 93 +20,020 New Q2 2026 Jul 23, 2026
WINTON GROUP Ltd History New 20,000 116 0.0% — 92 +20,000 New Q2 2026 Aug 07, 2026
Advisory Services Network, LLC History No change 20,000 116 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 12, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 18,874 109 0.0% 0.0% 94 -3,090 -14.07% Q2 2026 Sep 23, 2026
Park Capital Management, LLC / WI History New 18,639 108 0.06% — 95 +18,639 New Q2 2026 Jul 10, 2026
STRS OHIO History Reduced 17,415 101 0.0% 0.0% 96 -850 -4.65% Q2 2026 Jul 30, 2026
OMERS ADMINISTRATION Corp History No change 17,000 98 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 13, 2026
NOMURA HOLDINGS INC History No change 16,645 96 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 16,280 94 0.0% 0.0% 99 +8,140 100.0% Q2 2026 Aug 10, 2026
Walleye Trading LLC History Reduced 16,100 93 0.0% 0.0% 100 -10,100 -38.55% Q2 2026 Aug 03, 2026
Rockefeller Capital Management L.P. History Added to 15,822 91 0.0% 0.0% 101 +640 4.22% Q2 2026 Aug 13, 2026
VestGen Advisors, LLC History New 14,853 86 0.0% — 102 +14,853 New Q2 2026 Aug 11, 2026
Modern Wealth Management, LLC History New 14,410 83 0.0% — 103 +14,410 New Q2 2026 Aug 13, 2026
ATLAS CAPITAL ADVISORS INC. History Reduced 14,298 82 0.01% 0.02% 104 -13,456 -48.48% Q2 2026 Aug 13, 2026
AIRE ADVISORS, LLC History New 13,976 81 0.01% — 105 +13,976 New Q2 2026 Aug 14, 2026
Resonant Capital Advisors, LLC History New 13,642 79 0.0% — 106 +13,642 New Q2 2026 Jul 24, 2026
Pictet Asset Management Holding SA History Reduced 13,508 78 0.0% 0.0% 107 -6,673 -33.07% Q2 2026 Jul 30, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 13,139 76 0.0% — 108 +13,139 New Q2 2026 Aug 14, 2026
Savant Capital, LLC History Reduced 12,445 72 0.0% 0.0% 109 -6,401 -33.96% Q2 2026 Aug 10, 2026
CITIGROUP INC History Reduced 11,834 68 0.0% 0.0% 110 -15,223 -56.26% Q2 2026 Aug 03, 2026
Cyndeo Wealth Partners, LLC History New 11,507 66 0.0% — 111 +11,507 New Q2 2026 Jul 21, 2026
ALLIANCEBERNSTEIN L.P. History No change 11,411 65 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History New 10,319 59 0.0% — 117 +10,319 New Q2 2026 Aug 11, 2026
Federation des caisses Desjardins du Quebec History New 10,257 59 0.0% — 119 +10,257 New Q2 2026 Aug 13, 2026
Tidal Investments LLC History New 10,234 59 0.0% — 118 +10,234 New Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History New 10,183 59 0.0% — 116 +10,183 New Q2 2026 Jul 27, 2026
Tower Research Capital LLC (TRC) History Added to 10,241 59 0.0% 0.0% 115 +8,657 546.53% Q2 2026 Aug 11, 2026
Pinnacle Holdings, LLC History Added to 10,264 59 0.02% 0.01% 113 +2,550 33.06% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History Reduced 10,288 59 0.0% 0.0% 114 -375 -3.52% Q2 2026 Jul 23, 2026
Skandinaviska Enskilda Banken AB (publ) History Reduced 10,000 57 0.0% 0.0% 120 -10,000 -50.0% Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History Added to 9,850 57 0.0% 0.0% 121 +3,907 65.74% Q2 2026 Aug 05, 2026
Farther Finance Advisors, LLC History Added to 6,008 34 0.0% 0.0% 122 +5,442 961.48% Q2 2026 Jul 17, 2026
RAMSEY QUANTITATIVE SYSTEMS History New 4,500 26 0.02% — 123 +4,500 New Q2 2026 Jul 10, 2026
North Star Investment Management Corp. History No change 4,000 23 0.0% 0.0% 124 0 0.0% Q2 2026 Jul 28, 2026
Compagnie Lombard Odier SCmA History No change 4,000 23 0.0% 0.0% 125 0 0.0% Q2 2026 Jul 29, 2026
RHUMBLINE ADVISERS History No change 3,962 22 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 11, 2026
SBI Securities Co., Ltd. History Added to 3,764 21 0.0% 0.0% 127 +3 0.08% Q2 2026 Jul 22, 2026
OSAIC HOLDINGS, INC. History Added to 2,882 16 0.0% 0.0% 128 +1,989 222.73% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History New 2,721 15 0.0% — 129 +2,721 New Q2 2026 Aug 06, 2026
EverSource Wealth Advisors, LLC History Reduced 2,303 13 0.0% 0.0% 130 -2,136 -48.12% Q2 2026 Jul 24, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 2,142 12 0.0% 0.0% 131 -1,326 -38.24% Q2 2026 Jul 22, 2026
Triumph Capital Management History Reduced 1,800 10 0.0% 0.0% 132 -21 -1.15% Q2 2026 Jul 20, 2026
ROYAL BANK OF CANADA History Reduced 1,052 6 0.0% 0.0% 134 -762 -42.01% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History Added to 1,102 6 0.0% 0.0% 133 +300 37.41% Q2 2026 Aug 14, 2026
WealthCollab, LLC History No change 998 5 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 10, 2026
EFG International AG History No change 1,000 5 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Bancorp, Inc. History New 570 3 0.0% — 138 +570 New Q2 2026 Jul 28, 2026
BELLEVUE ASSET MANAGEMENT, LLC History New 555 3 0.0% — 139 +555 New Q2 2026 Aug 04, 2026
Smartleaf Asset Management LLC History No change 676 3 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History New 500 2 0.0% — 141 +500 New Q2 2026 Aug 10, 2026
Golden State Wealth Management, LLC History No change 470 2 0.0% 0.0% 140 0 0.0% Q2 2026 Jul 22, 2026
Quarry LP History New 214 1 0.0% — 147 +214 New Q2 2026 Aug 14, 2026
Larson Financial Group LLC History Reduced 215 1 0.0% 0.0% 144 -201 -48.32% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History Reduced 178 1 0.0% 0.0% 145 -99 -35.74% Q2 2026 Jul 21, 2026
Cornerstone Financial Management LLC History Added to 179 1 0.0% — 146 +89 98.89% Q2 2026 Aug 28, 2026
HARBOUR INVESTMENTS, INC. History No change 200 1 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 198 1 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 14, 2026
STONEHILL CAPITAL MANAGEMENT LLC History Closed out 0 0 — 1.82% — -624,196 -100.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 14 0 — 0.0% — -91,386 -99.98% Q2 2026 Aug 10, 2026
Quadrature Capital Ltd History Closed out 0 0 — 0.0% — -70,618 -100.0% Q2 2026 Aug 06, 2026
Squarepoint Ops LLC History Closed out 0 0 — 0.0% — -57,025 -100.0% Q2 2026 Aug 14, 2026
Verition Fund Management LLC History Closed out 0 0 — 0.0% — -47,930 -100.0% Q2 2026 Aug 14, 2026
Headlands Technologies LLC History Closed out 0 0 — 0.03% — -47,081 -100.0% Q2 2026 Aug 12, 2026
Engineers Gate Manager LP History Closed out 0 0 — 0.0% — -39,601 -100.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History Closed out 0 0 — 0.01% — -30,225 -100.0% Q2 2026 Aug 03, 2026
Jump Financial, LLC History Closed out 0 0 — 0.0% — -28,490 -100.0% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 — 0.0% — -22,569 -100.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History Closed out 0 0 — 0.0% — -22,272 -100.0% Q2 2026 Aug 12, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 — 0.0% — -15,427 -100.0% Q2 2026 Aug 14, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Closed out 0 0 — 0.0% — -12,296 -100.0% Q2 2026 Jul 22, 2026
BARCLAYS PLC History Closed out 0 0 — 0.0% — -5,740 -100.0% Q2 2026 Aug 14, 2026
LOOMIS SAYLES & CO L P History Closed out 0 0 — 0.0% — -2,548 -100.0% Q2 2026 Aug 14, 2026
Bell Investment Advisors, Inc History Closed out 0 0 — 0.0% — -849 -100.0% Q2 2026 Aug 06, 2026
Allworth Financial LP History Reduced 141 0 — 0.0% — -561 -79.91% Q2 2026 Aug 11, 2026
MAI Capital Management History Closed out 0 0 — 0.0% — -500 -100.0% Q2 2026 Aug 14, 2026
Investors Portfolio Services LLC History New 166 0 — — — +166 New Q2 2026 Aug 14, 2026
Stone House Investment Management, LLC History Closed out 0 0 — — — -84 -100.0% Q2 2026 Aug 05, 2026
IMA Advisory Services, Inc. History Closed out 0 0 — — — -49 -100.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 147 0 — — — +29 24.58% Q2 2026 Aug 07, 2026
Synergy Investment Management, LLC History New 22 0 — — — +22 New Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Closed out 0 0 — — — -17 -100.0% Q2 2026 Aug 12, 2026
FMR LLC History Reduced 40 0 — — — -1 -2.44% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
CWM, LLC History No change 15 0 — — — 0 0.0% Q1 2026 May 14, 2026
SWAN Capital LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Navigoe, LLC History No change 27 0 — — — 0 0.0% Q2 2026 Jul 31, 2026