SelectQuote, Inc. - SLQT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ABRAMS BISON INVESTMENTS, LLC | History | No change | 7,910,794 | 6,653 | 0.32% | 0.22% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 6,553,063 | 5,511 | 0.01% | 0.0% | 2 | +66,398 | 1.02% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 6,110,257 | 5,138 | 0.0% | 0.0% | 3 | +121,095 | 2.02% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,468,729 | 2,076 | 0.0% | 0.0% | 4 | +1,316,104 | 114.18% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,357,276 | 1,982 | 0.0% | 0.0% | 5 | +70,050 | 3.06% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Reduced | 2,182,553 | 1,835 | 0.0% | 0.0% | 6 | -8,530,867 | -79.63% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,166,988 | 1,822 | 0.0% | 0.0% | 7 | +2,139,488 | 7779.96% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 2,148,653 | 1,807 | 0.0% | — | 8 | +2,148,653 | New | Q2 2026 | Aug 14, 2026 |
| Diametric Capital, LP | History | Added to | 1,969,167 | 1,656 | 0.17% | 0.32% | 9 | +18,078 | 0.93% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,746,671 | 1,469 | 0.0% | 0.0% | 10 | -1,737,736 | -49.87% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 1,649,948 | 1,387 | 0.0% | — | 11 | +1,649,948 | New | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 1,335,569 | 1,123 | 0.07% | 0.02% | 12 | +820,543 | 159.32% | Q2 2026 | Aug 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 1,199,960 | 1,009 | 0.01% | 0.01% | 13 | -1,250 | -0.1% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,176,775 | 989 | 0.0% | 0.0% | 14 | -44,742 | -3.66% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 1,124,580 | 945 | 0.0% | 0.0% | 15 | +143,301 | 14.6% | Q2 2026 | Aug 14, 2026 |
| TriaGen Wealth Management LLC | History | No change | 1,055,500 | 887 | 0.22% | 0.18% | 16 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 1,006,148 | 846 | 0.0% | 0.0% | 17 | +135,461 | 15.56% | Q2 2026 | Aug 14, 2026 |
| Truffle Hound Capital, LLC | History | New | 1,000,000 | 841 | 0.18% | — | 18 | +1,000,000 | New | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 937,604 | 788 | 0.0% | 0.0% | 19 | -39,721 | -4.06% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 823,271 | 692 | 0.0% | 0.0% | 20 | -197,968 | -19.39% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 812,648 | 683 | 0.0% | 0.0% | 21 | +15,742 | 1.98% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 803,155 | 675 | 0.0% | 0.0% | 22 | -192,942 | -19.37% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 742,044 | 624 | 0.0% | 0.0% | 23 | +150,455 | 25.43% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Reduced | 708,917 | 596 | 0.0% | 0.0% | 24 | -2,284,421 | -76.32% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 702,327 | 589 | 0.0% | 0.0% | 25 | -820,395 | -53.88% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | New | 637,242 | 535 | 0.0% | — | 26 | +637,242 | New | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 633,832 | 533 | 0.0% | 0.0% | 27 | +540,368 | 578.16% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 548,012 | 460 | 0.0% | 0.0% | 28 | -76,800 | -12.29% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | Added to | 519,699 | 437 | 0.01% | 0.0% | 29 | +448,480 | 629.72% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | New | 492,174 | 413 | 0.0% | — | 30 | +492,174 | New | Q2 2026 | Aug 14, 2026 |
| GatePass Capital, LLC | History | Reduced | 481,400 | 404 | 0.15% | 0.15% | 31 | -45,300 | -8.6% | Q2 2026 | Jul 30, 2026 |
| Occam Crest Management LP | History | Reduced | 550,000 | 381 | 0.2% | 0.76% | 32 | -1,450,000 | -72.5% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 400,523 | 336 | 0.0% | — | 33 | +400,523 | New | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 391,568 | 329 | 0.01% | 0.01% | 34 | -320,000 | -44.97% | Q2 2026 | Aug 14, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 391,312 | 329 | 0.04% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 389,716 | 327 | 0.0% | 0.0% | 36 | -35,963 | -8.45% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 351,456 | 295 | 0.0% | 0.0% | 37 | -36,724 | -9.46% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 340,381 | 286 | 0.0% | 0.0% | 38 | -728,116 | -68.14% | Q2 2026 | Aug 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 322,580 | 271 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Eversept Partners, LP | History | Reduced | 319,788 | 268 | 0.01% | 0.01% | 40 | -37,873 | -10.59% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Reduced | 291,568 | 245 | 0.0% | 0.0% | 41 | -200,000 | -40.69% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 276,281 | 232 | 0.0% | 0.0% | 42 | +250,558 | 974.06% | Q2 2026 | Aug 13, 2026 |
| Empower Advisory Group, LLC | History | No change | 257,344 | 216 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 254,970 | 214 | 0.0% | 0.0% | 44 | -64,699 | -20.24% | Q2 2026 | Aug 07, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 252,490 | 212 | 0.05% | — | 45 | +252,490 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 249,293 | 209 | 0.0% | 0.0% | 46 | +198,491 | 390.71% | Q2 2026 | Sep 02, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 249,521 | 208 | 0.0% | 0.0% | 48 | +205,778 | 470.42% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Added to | 247,663 | 208 | 0.0% | 0.0% | 47 | +8,704 | 3.64% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 240,167 | 201 | 0.0% | 0.0% | 49 | -838,244 | -77.73% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 216,933 | 182 | 0.0% | 0.0% | 50 | +125,088 | 136.19% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 212,033 | 178 | 0.0% | 0.0% | 51 | +190,575 | 888.13% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 200,000 | 168 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 208,272 | 166 | 0.0% | 0.0% | 53 | -576,328 | -73.46% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | Reduced | 173,563 | 145 | 0.0% | 0.0% | 54 | -107,743 | -38.3% | Q2 2026 | Aug 14, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 169,800 | 142 | 0.01% | — | 55 | +169,800 | New | Q2 2026 | Aug 10, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 152,774 | 128 | 0.0% | — | 56 | +152,774 | New | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 146,509 | 123 | 0.01% | 0.01% | 57 | -150,445 | -50.66% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 145,731 | 122 | 0.0% | 0.0% | 58 | -85,255 | -36.91% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | Added to | 141,861 | 119 | 0.0% | 0.0% | 59 | +68,521 | 93.43% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 138,166 | 116 | 0.0% | 0.0% | 60 | -11,631 | -7.76% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 132,923 | 111 | 0.0% | — | 61 | +132,923 | New | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 122,430 | 101 | 0.0% | 0.0% | 62 | +109,543 | 850.03% | Q2 2026 | Aug 14, 2026 |
| SMH CAPITAL ADVISORS INC | History | Reduced | 116,656 | 98 | 0.38% | 0.21% | 63 | -1,261 | -1.07% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 100,000 | 84 | 0.0% | 0.0% | 64 | -15,131 | -13.14% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 99,650 | 83 | 0.0% | 0.0% | 65 | +15,140 | 17.92% | Q2 2026 | Aug 07, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 97,583 | 82 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ground Swell Capital, LLC | History | New | 88,903 | 74 | 0.08% | — | 67 | +88,903 | New | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | Added to | 87,213 | 73 | 0.0% | 0.0% | 68 | +6,213 | 7.67% | Q2 2026 | Aug 27, 2026 |
| CWM, LLC | History | No change | 110,287 | 69 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | No change | 79,625 | 66 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | Added to | 73,682 | 61 | 0.0% | 0.0% | 71 | +63,113 | 597.15% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 70,256 | 59 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 67,745 | 56 | 0.0% | 0.0% | 73 | -94,166 | -58.16% | Q2 2026 | Aug 11, 2026 |
| Persistent Asset Partners Ltd | History | New | 67,429 | 56 | 0.02% | — | 74 | +67,429 | New | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 66,439 | 55 | 0.0% | 0.0% | 75 | +46,047 | 225.81% | Q2 2026 | Aug 19, 2026 |
| IMC-Chicago, LLC | History | Reduced | 64,872 | 54 | 0.0% | 0.0% | 76 | -29,510 | -31.27% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 63,324 | 53 | 0.0% | 0.0% | 77 | +19,956 | 46.02% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | New | 62,237 | 52 | 0.0% | — | 79 | +62,237 | New | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 62,709 | 52 | 0.0% | 0.0% | 78 | +19,031 | 43.57% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 60,136 | 50 | 0.0% | — | 80 | +60,136 | New | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 56,908 | 47 | 0.0% | 0.0% | 81 | +1,814 | 3.29% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 56,402 | 47 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 55,700 | 46 | 0.0% | 0.0% | 83 | -26,000 | -31.82% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 49,545 | 41 | 0.0% | — | 84 | +49,545 | New | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 47,856 | 40 | 0.0% | — | 86 | +47,856 | New | Q2 2026 | Jul 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 48,239 | 40 | 0.0% | 0.0% | 85 | +36,571 | 313.43% | Q2 2026 | Aug 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 47,323 | 39 | 0.0% | 0.0% | 87 | +33,874 | 251.87% | Q2 2026 | Aug 13, 2026 |
| Financial Partners Group, Inc | History | Reduced | 45,159 | 37 | 0.0% | 0.0% | 88 | -11,345 | -20.08% | Q2 2026 | Jul 23, 2026 |
| Opes Wealth Management LLC | History | No change | 59,520 | 37 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 43,518 | 36 | 0.0% | — | 90 | +43,418 | 43418.0% | Q2 2026 | Aug 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 40,200 | 33 | 0.0% | — | 93 | +40,200 | New | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 43,799 | 33 | 0.0% | 0.0% | 91 | +22,799 | 108.57% | Q2 2026 | Jul 15, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 40,000 | 33 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 35,000 | 29 | 0.0% | 0.0% | 94 | +10,000 | 40.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 33,500 | 28 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hamilton Wealth, LLC | History | New | 30,000 | 25 | 0.0% | — | 97 | +30,000 | New | Q2 2026 | Aug 06, 2026 |
| PFG Investments, LLC | History | No change | 29,760 | 25 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 29,000 | 24 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | Added to | 27,688 | 23 | 0.0% | — | 100 | +27,542 | 18864.38% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 28,377 | 23 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 28,480 | 23 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Walleye Trading LLC | History | Added to | 25,958 | 21 | 0.0% | 0.0% | 103 | +1,160 | 4.68% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 26,000 | 21 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Added to | 22,872 | 19 | 0.0% | 0.0% | 104 | +11,094 | 94.19% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | New | 20,605 | 17 | 0.0% | — | 106 | +20,605 | New | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | New | 20,249 | 17 | 0.0% | — | 105 | +20,249 | New | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 17,930 | 15 | 0.0% | — | 109 | +17,930 | New | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 18,151 | 15 | 0.0% | 0.0% | 108 | +7,546 | 71.16% | Q2 2026 | Jul 20, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 17,990 | 15 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 17,056 | 14 | 0.0% | — | 111 | +17,056 | New | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 17,586 | 14 | 0.0% | 0.0% | 110 | -2,122 | -10.77% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 16,224 | 13 | 0.0% | 0.0% | 114 | -33,500 | -67.37% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | Reduced | 16,258 | 13 | 0.0% | 0.0% | 116 | -3,851 | -19.15% | Q2 2026 | Jul 24, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 15,750 | 13 | 0.0% | 0.0% | 113 | -471 | -2.9% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 15,867 | 13 | 0.0% | 0.0% | 115 | +170 | 1.08% | Q2 2026 | Aug 07, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 17,500 | 13 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ExodusPoint Capital Management, LP | History | New | 14,770 | 12 | 0.0% | — | 117 | +14,770 | New | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 13,527 | 11 | 0.0% | 0.0% | 119 | -362,237 | -96.4% | Q2 2026 | Aug 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 13,811 | 11 | 0.0% | 0.0% | 118 | -26,912 | -66.09% | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 13,490 | 11 | 0.0% | 0.0% | 120 | -1,286 | -8.7% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 12,100 | 10 | 0.0% | 0.0% | 122 | -26,751 | -68.86% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 12,020 | 10 | 0.0% | 0.0% | 121 | -15,074 | -55.64% | Q2 2026 | Aug 13, 2026 |
| JMN Financial LLC | History | New | 11,263 | 9 | 0.01% | — | 125 | +11,263 | New | Q2 2026 | Aug 10, 2026 |
| Plan Group Financial, LLC | History | Reduced | 11,359 | 9 | 0.0% | 0.0% | 124 | -8,174 | -41.85% | Q2 2026 | Aug 03, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 10,853 | 9 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Callan Family Office, LLC | History | New | 10,213 | 8 | 0.0% | — | 127 | +10,213 | New | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | Added to | 10,565 | 8 | 0.0% | 0.0% | 126 | +8,279 | 362.16% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8,043 | 6 | 0.0% | 0.0% | 128 | -26,264 | -76.56% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 7,272 | 6 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | Added to | 6,590 | 5 | 0.0% | — | 131 | +5,217 | 379.97% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,741 | 5 | 0.0% | 0.0% | 130 | +176 | 3.16% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,915 | 4 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | New | 3,956 | 3 | 0.0% | — | 134 | +3,956 | New | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,446 | 3 | 0.0% | 0.0% | 133 | +2,629 | 144.69% | Q2 2026 | Jul 24, 2026 |
| Essential Partners LLC | History | Added to | 3,135 | 2 | 0.0% | 0.0% | 135 | +1,482 | 89.66% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,546 | 1 | 0.0% | — | 136 | +813 | 110.91% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,467 | 1 | 0.0% | — | 140 | +640 | 77.39% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,492 | 1 | 0.0% | — | 137 | +124 | 9.06% | Q2 2026 | Aug 07, 2026 |
| ATWOOD & PALMER INC | History | No change | 1,500 | 1 | 0.0% | — | 138 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Avion Wealth | History | No change | 1,512 | 1 | 0.0% | — | 139 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -862,300 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -407,150 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -309,954 | -100.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Reduced | 22 | 0 | — | 0.0% | — | -153,902 | -99.99% | Q2 2026 | Aug 03, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -145,146 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -122,130 | -100.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -105,570 | -100.0% | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Closed out | 0 | 0 | — | 0.0% | — | -97,283 | -100.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -95,382 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -90,768 | -100.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -70,900 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -66,986 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,488 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48,835 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -44,500 | -100.0% | Q2 2026 | Sep 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,592 | -100.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -36,351 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Closed out | 0 | 0 | — | 0.0% | — | -34,369 | -100.0% | Q2 2026 | Jul 23, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -23,447 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,357 | -100.0% | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,474 | -100.0% | Q2 2026 | Aug 12, 2026 |
| XPONANCE LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,568 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -12,189 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,128 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,768 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -7,598 | -100.0% | Q2 2026 | Aug 24, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,957 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -1,050 | -100.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | New | 763 | 0 | — | — | — | +763 | New | Q2 2026 | Jul 28, 2026 |
| Fortitude Family Office, LLC | History | New | 414 | 0 | — | — | — | +414 | New | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | Added to | 877 | 0 | — | — | — | +400 | 83.86% | Q2 2026 | Jul 16, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 351 | 0 | — | — | — | +351 | New | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | Added to | 524 | 0 | — | — | — | +326 | 164.65% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 681 | 0 | — | — | — | -295 | -30.23% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | New | 240 | 0 | — | — | — | +240 | New | Q2 2026 | Aug 06, 2026 |
| IFS Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -185 | -100.0% | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 79 | 0 | — | — | — | +56 | 243.48% | Q2 2026 | Jul 22, 2026 |
| Basecamp Wealth Advisors LLC | History | Reduced | 312 | 0 | — | — | — | -36 | -10.34% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 326 | 0 | — | — | — | +5 | 1.56% | Q2 2026 | Jul 22, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,000 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 105 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 163 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Parallel Advisors, LLC | History | No change | 600 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |