Root, Inc. - ROOT

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
Ribbit Management Company, LLC History No change 1,232,607 68,927 3.36% 3.36% 1 0 0.0% Q2 2026 Aug 14, 2026
T. Rowe Price Investment Management, Inc. History No change 1,220,908 68,274 0.04% 0.04% 2 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 1,149,263 64,266 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 528,317 29,543 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
FINDELL CAPITAL MANAGEMENT LLC History No change 460,000 25,723 3.62% 3.62% 5 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 345,379 19,317 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 343,098 19,186 0.0% 0.0% 7 0 0.0% Q2 2026 Sep 02, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 343,003 19,180 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 290,772 16,259 0.0% 0.0% 9 0 0.0% Q2 2026 Sep 22, 2026
Galileo (PTC) Ltd History No change 252,669 14,129 1.28% 1.28% 10 0 0.0% Q2 2026 Aug 05, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 245,281 13,716 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History No change 205,941 11,516 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 06, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 203,234 11,364 0.15% 0.15% 13 0 0.0% Q2 2026 Aug 14, 2026
Quinn Opportunity Partners LLC History No change 171,176 9,572 0.44% 0.44% 14 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 166,693 9,321 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
Tairen Capital Ltd History No change 160,798 8,991 0.79% 0.79% 16 0 0.0% Q2 2026 Aug 13, 2026
Dragoneer Investment Group, LLC History No change 154,320 8,629 0.3% 0.3% 17 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 148,225 8,288 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 144,306 8,069 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 125,904 7,042 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 120,334 6,729 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 109,270 6,110 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 106,983 5,982 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 105,524 5,900 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 97,201 5,435 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
Walleye Trading LLC History No change 90,354 5,052 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 03, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 87,818 4,910 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 102,509 4,726 0.0% 0.0% 28 +15,286 17.53% Q3 2026 Nov 04, 2026
TUDOR INVESTMENT CORP ET AL History No change 83,605 4,675 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 82,826 4,631 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
Capital Research Global Investors History No change 77,533 4,335 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 69,702 3,897 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 24, 2026
JPMORGAN CHASE & CO History No change 62,994 3,636 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History No change 53,263 2,978 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
CANNELL CAPITAL LLC History No change 52,331 2,926 1.96% 1.96% 35 0 0.0% Q2 2026 Aug 18, 2026
BARCLAYS PLC History No change 51,907 2,902 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 48,537 2,714 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 48,371 2,704 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History Reduced 55,056 2,538 0.0% 0.0% 39 -4,647 -7.78% Q3 2026 Nov 04, 2026
MILLENNIUM MANAGEMENT LLC History No change 43,696 2,443 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 42,798 2,393 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History Added to 47,536 2,191 0.01% 0.01% 42 +140 0.3% Q3 2026 Oct 23, 2026
Bank of New York Mellon Corp History No change 39,090 2,185 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 06, 2026
Nuveen, LLC History No change 32,426 1,813 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 31,084 1,738 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 06, 2026
Diametric Capital, LP History No change 26,994 1,509 0.16% 0.16% 46 0 0.0% Q2 2026 Aug 14, 2026
Trinity Financial Advisors LLC History No change 31,984 1,474 0.38% 0.46% 47 0 0.0% Q3 2026 Oct 08, 2026
AMERICAN CENTURY COMPANIES INC History No change 25,933 1,450 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 12, 2026
BloombergSen Inc. History No change 25,566 1,429 0.11% 0.11% 49 0 0.0% Q2 2026 Aug 07, 2026
Trexquant Investment LP History No change 24,809 1,387 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 24,077 1,346 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
Voleon Capital Management LP History No change 22,345 1,249 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 22,100 1,235 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 11, 2026
SIMPLEX TRADING, LLC History Added to 26,448 1,219 0.0% 0.0% 54 +15,548 142.64% Q3 2026 Nov 04, 2026
GMT CAPITAL CORP History No change 20,900 1,168 0.06% 0.06% 55 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 20,732 1,159 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 12, 2026
TD ASSET MANAGEMENT INC History No change 19,288 1,078 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 04, 2026
RHUMBLINE ADVISERS History No change 16,128 901 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 11, 2026
GROUP ONE TRADING LLC History No change 14,800 827 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 13, 2026
RBF Capital, LLC History No change 14,600 816 0.03% 0.03% 60 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 14,338 801 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 14,189 793 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 07, 2026
Walleye Capital LLC History No change 12,644 707 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 03, 2026
WELLS FARGO & COMPANY/MN History No change 12,298 687 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 12,278 686 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 11,754 657 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History No change 11,633 650 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 12, 2026
CREDIT AGRICOLE S A History No change 11,000 615 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 10,530 588 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 12,520 553 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 9,853 550 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 9,390 525 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 8,883 496 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 8,643 483 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 8,166 456 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 7,955 444 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 10, 2026
ALGERT GLOBAL LLC History No change 7,950 444 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 7,642 427 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 7,539 421 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Technology Lab Private Ltd History No change 7,096 397 0.09% 0.09% 80 0 0.0% Q2 2026 Aug 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 7,031 393 0.03% 0.03% 81 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 7,000 391 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 6,992 390 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
Requisite Capital Management, LLC History No change 6,844 382 0.06% 0.06% 84 0 0.0% Q2 2026 Aug 07, 2026
Kerrisdale Advisers, LLC History No change 6,650 371 0.09% 0.09% 85 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 7,940 366 0.0% 0.0% 86 +2,686 51.12% Q3 2026 Nov 02, 2026
PEAK6 LLC History No change 6,500 363 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 6,130 342 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 07, 2026
D. E. Shaw & Co., Inc. History No change 6,000 335 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 5,932 331 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History No change 7,045 323 0.0% 0.0% 91 0 0.0% Q3 2026 Oct 15, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 5,700 318 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
Aquatic Capital Management LLC History No change 5,525 308 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 5,525 308 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 5,500 307 0.0% 0.0% 95 0 0.0% Q2 2026 Jul 29, 2026
Mariner, LLC History No change 5,255 293 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 5,254 292 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History New 6,278 289 0.02% — 98 +6,278 New Q3 2026 Oct 28, 2026
Freestone Grove Partners LP History No change 5,150 287 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 5,068 283 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
Entropy Technologies, LP History No change 4,800 268 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 13, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 4,757 266 0.04% 0.04% 102 0 0.0% Q2 2026 Aug 04, 2026
TRUIST FINANCIAL CORP History Reduced 5,674 261 0.0% 0.0% 103 -1,503 -20.94% Q3 2026 Oct 30, 2026
NORGES BANK History No change 4,577 255 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 12, 2026
Boston Partners History No change 4,418 247 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 04, 2026
Y-Intercept (Hong Kong) Ltd History New 5,057 233 0.01% — 106 +5,057 New Q3 2026 Oct 16, 2026
Engineers Gate Manager LP History No change 4,122 230 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 4,126 230 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 11, 2026
Police & Firemen's Retirement System of New Jersey History No change 3,989 223 0.0% 0.0% 109 0 0.0% Q2 2026 Jul 23, 2026
Sequoia Financial Advisors, LLC History No change 3,924 219 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 17, 2026
KLP KAPITALFORVALTNING AS History No change 3,600 201 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History No change 2,927 163 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History Added to 2,950 136 0.0% 0.0% 113 +24 0.82% Q3 2026 Oct 21, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 2,166 121 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 11, 2026
SG Americas Securities, LLC History No change 2,129 119 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 1,901 106 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 1,712 95 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
Frazier Financial Advisors, LLC History No change 1,517 84 0.04% 0.04% 118 0 0.0% Q2 2026 Aug 10, 2026
Ameritas Investment Partners, Inc. History No change 1,169 65 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 936 52 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
Persistent Asset Partners Ltd History No change 924 51 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 06, 2026
HUNTINGTON NATIONAL BANK History No change 501 27 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 462 25 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 10, 2026
Tower Research Capital LLC (TRC) History No change 360 20 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 11, 2026
Sterling Capital Management LLC History Added to 423 19 0.0% 0.0% 125 +378 840.0% Q3 2026 Oct 22, 2026
Capital Advisors, Ltd. LLC History No change 308 14 0.0% 0.0% 126 0 0.0% Q3 2026 Oct 27, 2026
Larson Financial Group LLC History No change 209 11 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 220 10 0.0% 0.0% 129 +26 13.4% Q3 2026 Oct 08, 2026
BNP Paribas Asset Management Holding S.A. History No change 179 10 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 12, 2026
Aster Capital Management (DIFC) Ltd History No change 196 10 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
Covestor Ltd History Reduced 150 7 0.0% 0.01% 131 -24 -13.79% Q3 2026 Oct 30, 2026
Allworth Financial LP History No change 104 5 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 11, 2026
Nykredit A/S History No change 89 4 0.0% 0.0% 133 0 0.0% Q2 2026 Sep 08, 2026
EverSource Wealth Advisors, LLC History Reduced 76 3 0.0% 0.0% 134 -35 -31.53% Q3 2026 Nov 04, 2026
ABOUND FINANCIAL, LLC History No change 68 3 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History Reduced 46 2 0.0% 0.0% 143 -704 -93.87% Q3 2026 Oct 08, 2026
NISA INVESTMENT ADVISORS, LLC History New 48 2 0.0% — 145 +48 New Q3 2026 Oct 20, 2026
Caitong International Asset Management Co., Ltd History New 45 2 0.0% — 146 +45 New Q3 2026 Oct 29, 2026
Fulcrum Asset Management LLP History Added to 52 2 0.0% 0.0% 139 +30 136.36% Q3 2026 Nov 04, 2026
Farther Finance Advisors, LLC History Reduced 65 2 0.0% 0.0% 144 -18 -21.69% Q3 2026 Oct 08, 2026
Parallel Advisors, LLC History Reduced 53 2 0.0% 0.0% 140 -4 -7.02% Q3 2026 Nov 03, 2026
US BANCORP \DE\ History No change 44 2 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 50 2 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 36 2 0.0% 0.0% 138 0 0.0% Q2 2026 Jul 31, 2026
Global Retirement Partners, LLC History No change 37 2 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 06, 2026
Optiver Holding B.V. History No change 47 2 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 12, 2026
Pathway Financial Advisers, LLC History New 40 1 0.0% — 154 +40 New Q3 2026 Oct 26, 2026
Fortitude Family Office, LLC History New 25 1 0.0% — 153 +25 New Q3 2026 Oct 14, 2026
Parkside Financial Bank & Trust History Added to 24 1 0.0% — 150 +14 140.0% Q3 2026 Oct 27, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 21 1 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 07, 2026
WHITTIER TRUST CO History No change 19 1 0.0% 0.0% 148 0 0.0% Q2 2026 Jul 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 24 1 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History No change 29 1 0.0% 0.0% 151 0 0.0% Q3 2026 Oct 23, 2026
Pinnacle Wealth Planning Services, Inc. History No change 38 1 0.0% 0.0% 152 0 0.0% Q3 2026 Oct 27, 2026
Prosperitas Financial LLC History Closed out 0 0 — 0.49% — -27,411 -100.0% Q3 2026 Oct 28, 2026
Signature Equity Partners, LLC History Closed out 0 0 — 0.01% — -500 -100.0% Q3 2026 Oct 29, 2026
Bank of New Hampshire History Closed out 0 0 — 0.0% — -90 -100.0% Q3 2026 Oct 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -55 -100.0% Q3 2026 Nov 02, 2026
Provenance Wealth Advisors, LLC History New 14 0 — — — +14 New Q3 2026 Oct 30, 2026
SJS Investment Consulting Inc. History Reduced 16 0 — 0.0% — -12 -42.86% Q3 2026 Oct 26, 2026
Ascentis Wealth Management, LLC History New 9 0 — — — +9 New Q3 2026 Nov 03, 2026
Physician Wealth Advisors, Inc. History Closed out 0 0 — — — -7 -100.0% Q3 2026 Oct 20, 2026
VISION FINANCIAL MARKETS LLC History Closed out 0 0 — — — -5 -100.0% Q3 2026 Oct 22, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 07, 2026
Essential Partners LLC History Reduced 4 0 — — — -1 -20.0% Q3 2026 Oct 14, 2026
Root Financial Partners, LLC History New 1 0 — — — +1 New Q3 2026 Oct 21, 2026
Clearstead Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
North Star Investment Management Corp. History No change 11 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
IFP Advisors, Inc History No change 6 0 — — — 0 0.0% Q3 2026 Oct 16, 2026
Versant Capital Management, Inc History No change 19 0 — 0.0% — 0 0.0% Q3 2026 Oct 01, 2026
Ameritas Advisory Services, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 10 0 — — — 0 0.0% Q2 2026 Aug 13, 2026