Porch Group, Inc. - PRCH

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
Granahan Investment Management, LLC History No change 12,393,660 186,400 6.64% 6.64% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 8,576,809 128,995 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
D. E. Shaw & Co., Inc. History No change 5,289,385 79,552 0.04% 0.04% 3 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 4,508,442 67,806 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
GILDER GAGNON HOWE & CO LLC History No change 4,381,990 65,905 0.68% 0.68% 5 0 0.0% Q2 2026 Aug 14, 2026
Park West Asset Management LLC History No change 3,536,810 53,193 3.62% 3.62% 6 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 3,222,042 48,459 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,621,360 39,433 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 2,481,518 37,322 0.0% 0.0% 9 0 0.0% Q2 2026 Sep 22, 2026
Portolan Capital Management, LLC History No change 2,456,451 36,945 1.38% 1.38% 10 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 2,340,871 35,206 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 2,145,989 32,275 0.19% 0.19% 12 0 0.0% Q2 2026 Aug 14, 2026
Divisadero Street Capital Management, LP History No change 2,105,695 31,669 0.72% 0.72% 13 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,665,626 25,047 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 11, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History No change 1,547,453 23,273 0.22% 0.22% 15 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 1,461,364 21,979 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,423,495 21,409 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 1,297,050 19,507 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 1,184,434 17,813 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 1,042,691 15,682 0.1% 0.1% 20 0 0.0% Q2 2026 Aug 14, 2026
ASHFORD CAPITAL MANAGEMENT INC History No change 976,320 14,683 1.57% 1.57% 21 0 0.0% Q2 2026 Aug 21, 2026
Parallax Volatility Advisers, L.P. History No change 892,500 13,423 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 867,794 13,051 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 887,414 12,956 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 849,852 12,781 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
G2 Investment Partners Management LLC History No change 736,046 11,070 2.02% 2.02% 26 0 0.0% Q2 2026 Aug 14, 2026
Zweig-DiMenna Associates LLC History No change 693,738 10,433 0.95% 0.95% 27 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 679,131 10,214 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 671,313 10,096 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
Beartown Capital Management, LLC History No change 670,000 10,076 4.43% 4.43% 30 0 0.0% Q2 2026 Aug 14, 2026
T. Rowe Price Investment Management, Inc. History No change 668,624 10,057 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 596,249 9,933 0.82% 0.82% 32 -62,603 -9.5% Q3 2026 Oct 06, 2026
AYAL Capital Advisors Ltd History No change 648,829 9,758 2.64% 2.64% 33 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 641,306 9,645 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 13, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 637,185 9,583 0.17% 0.17% 35 0 0.0% Q2 2026 Aug 11, 2026
ArrowMark Colorado Holdings LLC History No change 464,110 6,980 0.29% 0.29% 36 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS History No change 451,100 6,784 0.03% 0.03% 37 0 0.0% Q2 2026 Aug 13, 2026
Pembroke Management, LTD History No change 411,859 6,194 0.97% 0.97% 38 0 0.0% Q2 2026 Jul 22, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 409,715 6,162 0.42% 0.42% 39 0 0.0% Q2 2026 Aug 07, 2026
JOSH ARNOLD INVESTMENT CONSULTANT, LLC History No change 379,048 5,700 3.59% 3.59% 40 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 372,862 5,607 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 06, 2026
GLOBEFLEX CAPITAL L P History No change 342,376 5,149 0.66% 0.66% 42 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 284,743 4,282 0.0% 0.0% 43 0 0.0% Q2 2026 Sep 02, 2026
Alpha Wave Global, LP History No change 280,672 4,221 0.07% 0.07% 44 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 275,123 4,137 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
Schneider Downs Wealth Management Advisors, LP History No change 274,216 4,124 0.39% 0.39% 46 0 0.0% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History No change 272,167 4,093 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 06, 2026
TWO SIGMA INVESTMENTS, LP History No change 254,685 3,830 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 248,017 3,730 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 225,676 3,394 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 209,336 3,148 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
Viewpoint Capital Management LLC History No change 199,200 2,995 1.53% 1.53% 52 0 0.0% Q2 2026 Aug 04, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 197,368 2,968 0.04% 0.04% 53 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 195,426 2,939 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
Panoramic Capital, LLC History No change 189,900 2,856 1.23% 1.23% 55 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 189,603 2,851 0.05% 0.05% 56 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 182,150 2,739 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 176,773 2,658 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 12, 2026
Swiss National Bank History No change 162,000 2,436 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 11, 2026
Diametric Capital, LP History No change 150,000 2,256 0.24% 0.24% 60 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 144,406 2,171 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 136,171 2,048 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 131,696 1,980 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 05, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 131,020 1,971 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 12, 2026
GatePass Capital, LLC History No change 130,023 1,955 0.74% 0.74% 65 0 0.0% Q2 2026 Jul 30, 2026
BANK OF AMERICA CORP /DE/ History No change 127,680 1,920 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 126,509 1,902 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 03, 2026
RHUMBLINE ADVISERS History No change 125,021 1,880 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 11, 2026
Concurrent Investment Advisors, LLC History No change 116,674 1,754 0.01% 0.01% 69 0 0.0% Q2 2026 Jul 27, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History No change 111,582 1,678 0.58% 0.58% 70 0 0.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History No change 110,640 1,664 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 06, 2026
D.A. DAVIDSON & CO. History No change 108,238 1,627 0.01% 0.01% 72 0 0.0% Q2 2026 Jul 24, 2026
Veradace Capital Management LLC History No change 105,421 1,585 1.2% 1.2% 73 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 100,425 1,510 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 07, 2026
BRIGHTON JONES LLC History No change 100,394 1,509 0.03% 0.03% 75 0 0.0% Q2 2026 Aug 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 90,319 1,358 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 24, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 89,568 1,347 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 89,024 1,338 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 13, 2026
RAM Investment Partners, LLC History No change 80,940 1,217 0.19% 0.19% 79 0 0.0% Q2 2026 Jul 29, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 80,760 1,214 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 80,472 1,210 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 80,152 1,206 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 71,151 1,070 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 27, 2026
MILLENNIUM MANAGEMENT LLC History No change 70,562 1,061 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 67,288 1,012 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 67,000 1,007 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 06, 2026
Point72 Asset Management, L.P. History No change 65,372 983 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
Ares Systematic Credit Ltd History No change 65,389 983 0.6% 0.6% 88 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 60,504 909 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 12, 2026
Legal & General Group Plc History No change 60,081 903 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 59,464 894 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
Covestor Ltd History No change 59,111 889 0.51% 0.51% 92 0 0.0% Q2 2026 Aug 07, 2026
MetLife Investment Management, LLC History No change 57,491 864 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History No change 56,315 846 0.03% 0.03% 94 0 0.0% Q2 2026 Aug 05, 2026
LPL Financial LLC History No change 54,355 817 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 07, 2026
Werba Rubin Papier Wealth Management History No change 53,709 807 0.1% 0.1% 96 0 0.0% Q2 2026 Jul 27, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 50,303 756 0.0% 0.0% 97 0 0.0% Q2 2026 Sep 09, 2026
Potomac Capital Management, Inc. History No change 50,000 752 0.51% 0.51% 98 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 48,027 722 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 03, 2026
Boston Partners History No change 47,175 709 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 04, 2026
ALLIANCEBERNSTEIN L.P. History No change 94,810 679 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
Centiva Capital, LP History No change 45,063 677 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 44,925 675 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 43,571 655 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 39,370 587 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History No change 38,742 582 0.01% 0.01% 106 0 0.0% Q2 2026 Jul 20, 2026
Vanguard Global Advisers, LLC History No change 37,380 562 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 13, 2026
Quantbot Technologies LP History No change 37,193 559 0.02% 0.02% 108 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 34,788 523 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 34,300 515 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 29, 2026
Caprock Group, LLC History No change 33,955 510 0.01% 0.01% 111 0 0.0% Q2 2026 Jul 27, 2026
Chicago Partners Investment Group LLC History No change 43,123 501 0.01% 0.01% 112 0 0.0% Q2 2026 Jul 29, 2026
Diversified Trust Co History No change 33,287 500 0.01% 0.01% 113 0 0.0% Q2 2026 Jul 17, 2026
XTX Topco Ltd History No change 31,332 471 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 30,809 463 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 28,775 432 0.0% 0.0% 116 0 0.0% Q2 2026 Jul 23, 2026
Jefferies Financial Group Inc. History No change 27,054 406 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 17, 2026
Brevan Howard Capital Management LP History No change 26,889 404 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 23,649 355 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History No change 22,995 345 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History No change 22,265 334 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 07, 2026
TUDOR INVESTMENT CORP ET AL History No change 20,933 314 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 20,873 313 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 10, 2026
JONES FINANCIAL COMPANIES LLLP History No change 20,738 288 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 18,842 283 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 12, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 18,669 280 0.02% 0.02% 126 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 18,400 276 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
Savant Capital, LLC History No change 25,046 275 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 10, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 15,667 235 0.05% 0.05% 129 0 0.0% Q2 2026 Jul 22, 2026
Jain Global LLC History No change 15,676 235 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 15,242 229 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 03, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 14,946 221 0.0% 0.0% 132 0 0.0% Q2 2026 Jul 15, 2026
Aquatic Capital Management LLC History No change 14,024 210 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 13,822 207 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 13,703 206 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 07, 2026
Gotham Asset Management, LLC History No change 13,730 206 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 13,411 201 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 13,143 197 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
ProShare Advisors LLC History No change 12,775 192 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 11, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 12,719 191 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 12,355 185 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 19, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 11,900 178 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 11,797 177 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 11,785 177 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 11,725 176 0.01% 0.01% 145 0 0.0% Q2 2026 Jul 07, 2026
Collaborative Capital Advisors LLC History No change 11,576 174 0.11% 0.11% 146 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 11,231 168 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 06, 2026
PRUDENTIAL FINANCIAL INC History No change 15,920 165 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 12, 2026
Pictet Asset Management Holding SA History No change 10,909 164 0.0% 0.0% 149 0 0.0% Q2 2026 Jul 30, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 10,823 162 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 14, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 10,721 161 0.03% 0.03% 151 0 0.0% Q2 2026 Aug 04, 2026
Vanguard Personalized Indexing Management, LLC History No change 10,641 160 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 11, 2026
Marble Harbor Investment Counsel, LLC History No change 10,600 159 0.02% 0.02% 153 0 0.0% Q2 2026 Aug 07, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 10,068 151 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 07, 2026
SIG BROKERAGE, LP History No change 10,000 150 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 14, 2026
Blackhawk Capital Partners, LLC History No change 10,000 150 0.05% 0.05% 156 0 0.0% Q2 2026 Jul 20, 2026
RIK SAYLOR FINANCIAL, INC. History No change 10,000 150 0.1% 0.1% 157 0 0.0% Q2 2026 Aug 05, 2026
Ameritas Investment Partners, Inc. History No change 8,854 133 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 13, 2026
Kemnay Advisory Services Inc. History No change 8,543 128 0.02% 0.02% 159 0 0.0% Q2 2026 Aug 14, 2026
Persistent Asset Partners Ltd History No change 6,853 103 0.03% 0.03% 160 0 0.0% Q2 2026 Aug 06, 2026
Fulcrum Asset Management LLP History No change 7,038 102 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 18, 2026
Tower Research Capital LLC (TRC) History No change 4,977 74 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 11, 2026
FEDERATED HERMES, INC. History No change 4,580 68 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 12, 2026
State of Wyoming History No change 4,239 63 0.01% 0.01% 164 0 0.0% Q2 2026 Aug 06, 2026
NISA INVESTMENT ADVISORS, LLC History No change 3,775 56 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 3,004 45 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 10, 2026
Osbon Capital Management LLC History No change 2,690 40 0.03% 0.03% 167 0 0.0% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History No change 1,799 27 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 28, 2026
OSAIC HOLDINGS, INC. History No change 1,624 24 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 1,232 18 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 1,237 18 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 1,119 16 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 12, 2026
Nykredit A/S History No change 1,104 16 0.0% 0.0% 173 0 0.0% Q2 2026 Sep 08, 2026
Allworth Financial LP History No change 675 10 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History No change 430 6 0.0% 0.0% 175 0 0.0% Q2 2026 Jul 24, 2026
SBI Securities Co., Ltd. History No change 460 6 0.0% 0.0% 176 0 0.0% Q2 2026 Jul 22, 2026
Larson Financial Group LLC History No change 394 5 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 14, 2026
Optiver Holding B.V. History No change 356 5 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 204 3 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History No change 228 3 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 06, 2026
Spire Wealth Management History No change 200 3 0.0% 0.0% 181 0 0.0% Q2 2026 Jul 15, 2026
True Wealth Design, LLC History No change 214 3 0.0% 0.0% 182 0 0.0% Q2 2026 Jul 16, 2026
Smartleaf Asset Management LLC History No change 223 3 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 12, 2026
Torren Management, LLC History No change 228 3 0.0% 0.0% 184 0 0.0% Q2 2026 Jul 10, 2026
MassMutual Private Wealth & Trust, FSB History New 153 2 0.0% — 190 +153 New Q3 2026 Oct 05, 2026
Versant Capital Management, Inc History Added to 176 2 0.0% 0.0% 187 +106 151.43% Q3 2026 Oct 01, 2026
US BANCORP \DE\ History No change 158 2 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE TRUST CO NA History No change 154 2 0.0% 0.0% 186 0 0.0% Q2 2026 Jul 28, 2026
Quarry LP History No change 137 2 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History No change 145 2 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 10, 2026
Marquette Asset Management, LLC History No change 68 1 0.0% 0.0% 191 0 0.0% Q2 2026 Jul 09, 2026
Parkside Financial Bank & Trust History No change 125 1 0.0% 0.0% 192 0 0.0% Q2 2026 Sep 04, 2026
SIGNATUREFD, LLC History No change 112 1 0.0% 0.0% 193 0 0.0% Q2 2026 Jul 23, 2026
Stone House Investment Management, LLC History No change 96 1 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 05, 2026
Fortitude Family Office, LLC History No change 117 1 0.0% 0.0% 195 0 0.0% Q2 2026 Jul 20, 2026
Bear Mountain Capital, Inc. History No change 100 1 0.0% 0.0% 196 0 0.0% Q2 2026 Jul 20, 2026
BankPlus Trust Department History No change 100 1 0.0% 0.0% 197 0 0.0% Q2 2026 Jul 28, 2026
Clearstead Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
NATIONAL BANK OF CANADA /FI/ History No change 4 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Elequin Capital, LP History No change 5 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History No change 29 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Hughes Financial Services, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Silver Grove Financial Group, Inc. History No change 47 0 — — — 0 0.0% Q2 2026 Aug 13, 2026