LendingTree, Inc. - TREE

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
BlackRock, Inc. History Added to 1,226,671 54,329 0.0% 0.0% 1 +136,705 12.54% Q2 2026 Aug 07, 2026
JENNISON ASSOCIATES LLC History Reduced 1,012,126 44,827 0.03% 0.03% 2 -8,085 -0.79% Q2 2026 Aug 03, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History Added to 725,675 32,140 1.59% 1.6% 3 +78,637 12.15% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History Added to 702,718 31,123 0.01% 0.01% 4 +148,002 26.68% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Reduced 423,392 18,752 0.0% 0.0% 5 -54,624 -11.43% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 411,135 18,209 0.01% 0.01% 6 +43,016 11.69% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Added to 374,073 16,567 0.06% 0.06% 7 +53,395 16.65% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 370,209 16,399 0.0% 0.0% 8 +92,281 33.2% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History Added to 351,910 15,586 0.0% 0.0% 9 +162,043 85.35% Q2 2026 Aug 14, 2026
EMERALD ADVISERS, LLC History Reduced 334,702 14,823 0.35% 0.46% 10 -4,967 -1.46% Q2 2026 Aug 05, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 331,227 14,670 0.01% 0.01% 11 +56,861 20.72% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 310,989 13,593 0.0% 0.0% 12 +107,689 52.97% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 297,357 13,168 0.0% 0.0% 13 +19,943 7.19% Q2 2026 Aug 11, 2026
STATE STREET CORP History Added to 259,954 11,513 0.0% 0.0% 14 +10,079 4.03% Q2 2026 Aug 07, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History No change 218,269 9,667 0.34% 0.45% 15 0 0.0% Q2 2026 Aug 05, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 203,172 8,998 0.0% 0.0% 16 +68,775 51.17% Q2 2026 Aug 13, 2026
FMR LLC History Added to 201,748 8,935 0.0% 0.0% 17 +18,718 10.23% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 199,832 8,850 0.0% 0.0% 18 -568 -0.28% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History Added to 192,014 8,504 0.01% 0.01% 19 +14,505 8.17% Q2 2026 Aug 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 179,956 7,970 0.02% 0.01% 20 +49,089 37.51% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 164,300 7,276 0.01% 0.02% 21 -96,000 -36.88% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History Reduced 156,985 6,952 0.01% 0.01% 22 -24,982 -13.73% Q2 2026 Aug 13, 2026
G2 Investment Partners Management LLC History Reduced 155,992 6,908 1.26% 1.85% 23 -19,347 -11.03% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Reduced 125,536 5,559 0.0% 0.0% 24 -26,573 -17.47% Q2 2026 Sep 02, 2026
NORTHERN TRUST CORP History Added to 117,238 5,192 0.0% 0.0% 25 +24,916 26.99% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History Reduced 109,457 4,847 0.0% 0.0% 26 -122,631 -52.84% Q2 2026 Aug 14, 2026
S SQUARED TECHNOLOGY, LLC History Added to 108,268 4,795 1.49% 1.47% 27 +17,500 19.28% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 97,784 4,330 0.0% 0.0% 28 +26,341 36.87% Q2 2026 Aug 14, 2026
Nuveen, LLC History Added to 94,558 4,187 0.0% 0.0% 29 +1,098 1.17% Q2 2026 Aug 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 93,144 4,125 0.0% 0.0% 30 +1,006 1.09% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 82,105 3,636 0.06% 0.0% 31 +77,105 1542.1% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History Reduced 81,770 3,621 0.0% 0.01% 32 -4,559 -5.28% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 80,205 3,552 0.01% 0.01% 33 +35,101 77.82% Q2 2026 Aug 06, 2026
VANGUARD FIDUCIARY TRUST CO History Reduced 75,078 3,325 0.0% 0.0% 34 -4,063 -5.13% Q2 2026 Aug 13, 2026
MORGAN STANLEY History Reduced 72,849 3,226 0.0% 0.0% 35 -32,162 -30.63% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History Reduced 68,964 3,054 0.0% 0.0% 36 -66,836 -49.22% Q2 2026 Aug 06, 2026
SEGALL BRYANT & HAMILL, LLC History New 65,349 2,894 0.03% 37 +65,349 New Q2 2026 Aug 12, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 63,980 2,834 0.19% 0.22% 38 -591 -0.92% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History Added to 60,846 2,694 0.0% 0.0% 39 +27,343 81.61% Q2 2026 Aug 14, 2026
UBS Group AG History Added to 48,678 2,155 0.0% 0.0% 40 +3,291 7.25% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History Added to 48,101 2,130 0.0% 0.0% 41 +20,618 75.02% Q2 2026 Aug 13, 2026
Creative Planning History Added to 42,744 1,893 0.0% 0.0% 42 +23,359 120.5% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 42,623 1,887 0.01% 0.01% 43 -6,406 -13.07% Q2 2026 Aug 13, 2026
Assenagon Asset Management S.A. History Reduced 41,396 1,833 0.0% 0.01% 44 -52,458 -55.89% Q2 2026 Jul 08, 2026
BANK OF AMERICA CORP /DE/ History Reduced 41,196 1,824 0.0% 0.0% 45 -41,007 -49.89% Q2 2026 Aug 14, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 41,125 1,821 0.01% 46 +41,125 New Q2 2026 Aug 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 37,895 1,678 0.02% 0.02% 47 -5,496 -12.67% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Added to 36,401 1,612 0.0% 0.0% 48 +2,964 8.86% Q2 2026 Aug 06, 2026
ZACKS INVESTMENT MANAGEMENT History Added to 36,366 1,610 0.01% 0.01% 49 +2,163 6.32% Q2 2026 Aug 13, 2026
Invesco Ltd. History Reduced 33,001 1,461 0.0% 0.0% 50 -1,492 -4.33% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History New 30,912 1,369 0.0% 51 +30,912 New Q2 2026 Aug 14, 2026
Intellectus Partners, LLC History Reduced 30,150 1,335 0.23% 0.29% 52 -2,650 -8.08% Q2 2026 Aug 12, 2026
Vanguard Global Advisers, LLC History Reduced 29,344 1,299 0.0% 0.0% 53 -8,215 -21.87% Q2 2026 Aug 13, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 28,823 1,276 0.11% 0.03% 54 +21,823 311.76% Q2 2026 Jul 07, 2026
Corient Private Wealth LP History New 27,967 1,238 0.0% 55 +27,967 New Q2 2026 Aug 27, 2026
Russell Investments Group, Ltd. History Added to 25,854 1,145 0.0% 0.0% 56 +961 3.86% Q2 2026 Aug 06, 2026
Empowered Funds, LLC History New 25,105 1,111 0.01% 57 +25,105 New Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History Added to 24,255 1,074 0.0% 0.0% 58 +473 1.99% Q2 2026 Aug 12, 2026
XTX Topco Ltd History New 24,246 1,073 0.01% 59 +24,246 New Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History New 23,501 1,040 0.02% 61 +23,501 New Q2 2026 Jul 13, 2026
Trexquant Investment LP History Added to 23,499 1,040 0.01% 0.01% 60 +5,499 30.55% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 22,800 1,009 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 11, 2026
MACKENZIE FINANCIAL CORP History Added to 22,282 986 0.0% 0.0% 63 +5,576 33.38% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History New 22,056 976 0.0% 64 +22,056 New Q2 2026 Aug 03, 2026
Cetera Investment Advisers History Reduced 21,293 943 0.0% 0.0% 65 -11,633 -35.33% Q2 2026 Aug 12, 2026
Dynamic Technology Lab Private Ltd History Added to 21,150 937 0.21% 0.04% 66 +15,480 273.02% Q2 2026 Aug 13, 2026
NOMURA HOLDINGS INC History Added to 21,102 934 0.0% 0.0% 67 +11,246 114.1% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History Added to 20,592 912 0.01% 0.0% 68 +9,684 88.78% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History Added to 20,301 909 0.0% 0.0% 69 +15,541 326.49% Q2 2026 Aug 13, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 20,528 909 0.06% 0.03% 70 +6,094 42.22% Q2 2026 Aug 12, 2026
MANGROVE PARTNERS IM, LLC History New 20,141 892 0.06% 71 +20,141 New Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History New 19,795 877 0.0% 72 +19,795 New Q2 2026 Aug 05, 2026
WELLS FARGO & COMPANY/MN History Added to 19,585 867 0.0% 0.0% 73 +7,140 57.37% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History Added to 18,881 836 0.0% 0.0% 74 +1,170 6.61% Q2 2026 Jul 29, 2026
JPMORGAN CHASE & CO History Reduced 19,114 817 0.0% 0.0% 75 -1,001 -4.98% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 17,924 793 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History Added to 17,800 788 0.0% 0.0% 77 +100 0.56% Q2 2026 Aug 14, 2026
Mariner, LLC History Reduced 17,209 762 0.0% 0.01% 78 -240,542 -93.32% Q2 2026 Aug 13, 2026
Quadrature Capital Ltd History New 16,319 722 0.01% 79 +16,319 New Q2 2026 Aug 06, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 15,278 676 0.0% 0.0% 80 +3,106 25.52% Q2 2026 Aug 06, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 15,034 666 0.0% 0.0% 81 +1,840 13.95% Q2 2026 Aug 14, 2026
State of Wyoming History Added to 14,514 642 0.06% 0.01% 82 +12,641 674.91% Q2 2026 Aug 06, 2026
Cullen Capital Management, LLC History Reduced 14,088 623 0.01% 0.01% 84 -5,853 -29.35% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History Added to 14,076 623 0.0% 0.0% 83 +163 1.17% Q2 2026 Aug 11, 2026
IEQ CAPITAL, LLC History Reduced 13,457 596 0.0% 0.0% 85 -2,372 -14.99% Q2 2026 Aug 11, 2026
Walleye Trading LLC History Reduced 13,100 580 0.0% 0.0% 86 -700 -5.07% Q2 2026 Aug 03, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 13,096 578 0.0% 0.0% 87 -645 -4.69% Q2 2026 Aug 14, 2026
OP Asset Management Ltd History Added to 12,461 551 0.01% 0.0% 88 +11,662 1459.57% Q2 2026 Jul 28, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 12,213 540 0.0% 0.0% 89 +1,365 12.58% Q2 2026 Aug 24, 2026
ISLAY CAPITAL MANAGEMENT, LLC History New 11,907 527 0.24% 90 +11,907 New Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History Added to 11,765 521 0.0% 0.0% 91 +1,950 19.87% Q2 2026 Aug 12, 2026
Legal & General Group Plc History Added to 11,754 520 0.0% 0.0% 92 +3,782 47.44% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History Added to 12,023 515 0.0% 0.0% 93 +1,600 15.35% Q2 2026 Aug 14, 2026
Sunbelt Securities, Inc. History No change 11,970 513 0.03% 0.03% 94 0 0.0% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 11,371 503 0.0% 0.0% 95 +1,839 19.29% Q2 2026 Aug 07, 2026
Mitsubishi UFJ Trust & Banking Corp History New 10,923 483 0.0% 96 +10,923 New Q2 2026 Aug 06, 2026
ALLSTATE CORP History Added to 10,766 476 0.0% 0.0% 97 +87 0.81% Q2 2026 Aug 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History New 10,700 473 0.0% 98 +10,700 New Q2 2026 Aug 25, 2026
LPL Financial LLC History Reduced 10,623 470 0.0% 0.0% 99 -47 -0.44% Q2 2026 Aug 07, 2026
CWM, LLC History No change 10,727 459 0.0% 0.0% 100 0 0.0% Q1 2026 May 14, 2026
JACOBS ASSET MANAGEMENT, LLC History Reduced 10,000 442 0.28% 0.38% 101 -5,000 -33.33% Q2 2026 Aug 14, 2026
BARCLAYS PLC History Reduced 9,776 432 0.0% 0.0% 102 -3,982 -28.94% Q2 2026 Aug 14, 2026
MEEDER ASSET MANAGEMENT INC History Added to 9,390 415 0.02% 0.01% 103 +4,182 80.3% Q2 2026 Aug 07, 2026
Man Group plc History New 9,345 413 0.0% 104 +9,345 New Q2 2026 Aug 14, 2026
Cerity Partners LLC History Added to 9,234 408 0.0% 0.0% 105 +1,810 24.38% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Reduced 8,849 391 0.01% 0.05% 106 -20,286 -69.63% Q2 2026 Aug 14, 2026
Integrated Quantitative Investments LLC History New 8,786 389 0.06% 107 +8,786 New Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 8,734 386 0.0% 0.0% 108 +1,737 24.82% Q2 2026 Aug 19, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 8,377 371 0.0% 0.0% 109 +5,955 245.87% Q2 2026 Aug 13, 2026
CITIGROUP INC History Added to 8,218 363 0.0% 0.0% 110 +4,610 127.77% Q2 2026 Aug 03, 2026
MetLife Investment Management, LLC History Added to 7,394 327 0.0% 0.0% 111 +862 13.2% Q2 2026 Aug 13, 2026
Cornerstone Wealth Management, LLC History Reduced 7,208 319 0.01% 0.02% 112 -330 -4.38% Q2 2026 Jul 22, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 7,020 318 0.0% 0.0% 113 +1,870 36.31% Q2 2026 Jul 15, 2026
HSBC HOLDINGS PLC History Reduced 6,972 310 0.0% 0.0% 114 -7,271 -51.05% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 6,634 293 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Reduced 6,218 275 0.04% 0.04% 116 -2 -0.03% Q2 2026 Jul 20, 2026
Graham Capital Management, L.P. History Reduced 6,167 273 0.0% 0.01% 117 -626 -9.22% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History No change 5,998 265 0.0% 0.0% 118 0 0.0% Q2 2026 Jul 20, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 5,940 263 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 11, 2026
Entropy Technologies, LP History New 5,455 241 0.01% 121 +5,455 New Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 5,462 241 0.0% 0.0% 120 0 0.0% Q2 2026 Jul 28, 2026
Aquatic Capital Management LLC History Added to 4,888 216 0.01% 0.0% 122 +1,783 57.42% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History New 4,872 215 0.0% 123 +4,872 New Q2 2026 Aug 13, 2026
Byrne Asset Management LLC History Added to 4,697 208 0.11% 0.07% 124 +2,063 78.32% Q2 2026 Jul 07, 2026
Engineers Gate Manager LP History Reduced 4,643 205 0.0% 0.01% 125 -15,585 -77.05% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History New 4,600 203 0.0% 127 +4,600 New Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 4,590 203 0.0% 0.0% 126 0 0.0% Q2 2026 Jul 29, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 4,227 187 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 17, 2026
ROYAL BANK OF CANADA History Added to 3,985 177 0.0% 0.0% 129 +1,615 68.14% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History Reduced 3,570 158 0.0% 0.0% 130 -49,030 -93.21% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 3,253 144 0.0% 0.0% 131 -7,288 -69.14% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 3,073 136 0.0% 0.0% 132 0 0.0% Q2 2026 Jul 23, 2026
SG Americas Securities, LLC History Reduced 2,910 129 0.0% 0.0% 133 -419 -12.59% Q2 2026 Aug 07, 2026
Arax Advisory Partners History Added to 2,732 121 0.0% 0.0% 134 +2,578 1674.03% Q2 2026 Aug 10, 2026
KLP KAPITALFORVALTNING AS History No change 2,600 115 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History No change 2,573 113 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 1,456 64 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,240 50 0.0% 0.0% 138 +171 16.0% Q2 2026 Aug 14, 2026
Asset Management One Co., Ltd. History Reduced 1,130 50 0.0% 0.0% 139 -29 -2.5% Q2 2026 Jul 28, 2026
Tower Research Capital LLC (TRC) History Added to 1,094 48 0.0% 0.0% 140 +608 125.1% Q2 2026 Aug 11, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 1,017 45 0.0% 0.0% 141 0 0.0% Q2 2026 Jul 23, 2026
Ameritas Investment Partners, Inc. History No change 934 41 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 910 40 0.0% 0.0% 143 +633 228.52% Q2 2026 Jul 17, 2026
IFP Advisors, Inc History Added to 719 31 0.0% 0.0% 144 +612 571.96% Q2 2026 Jul 20, 2026
Ameritas Advisory Services, LLC History New 509 22 0.0% 145 +509 New Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History Added to 452 20 0.0% 0.0% 146 +49 12.16% Q2 2026 Jul 27, 2026
Allworth Financial LP History Added to 438 19 0.0% 0.0% 147 +21 5.04% Q2 2026 Aug 11, 2026
Fulcrum Asset Management LLP History New 438 18 0.0% 148 +438 New Q2 2026 Aug 18, 2026
SIGNATUREFD, LLC History New 411 18 0.0% 149 +411 New Q2 2026 Jul 23, 2026
Smartleaf Asset Management LLC History No change 312 13 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History Added to 266 11 0.0% 151 +265 26500.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 250 11 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History Reduced 230 10 0.0% 0.0% 155 -307 -57.17% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History New 244 10 0.0% 156 +244 New Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History Added to 231 10 0.0% 0.0% 154 +200 645.16% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History Reduced 242 10 0.0% 0.0% 153 -90 -27.11% Q2 2026 Jul 24, 2026
Pinnacle Wealth Planning Services, Inc. History No change 186 8 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 07, 2026
TRUST CO OF VERMONT History New 171 7 0.0% 159 +171 New Q2 2026 Aug 07, 2026
Sterling Capital Management LLC History Added to 160 7 0.0% 0.0% 158 +70 77.78% Q2 2026 Jul 28, 2026
Essential Partners LLC History Reduced 153 6 0.0% 0.0% 160 -96 -38.55% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History Reduced 126 5 0.0% 0.0% 164 -77 -37.93% Q2 2026 Jul 07, 2026
True Wealth Design, LLC History Added to 129 5 0.0% 0.0% 163 +68 111.48% Q2 2026 Jul 16, 2026
SJS Investment Consulting Inc. History Added to 126 5 0.0% 0.0% 162 +61 93.85% Q2 2026 Jul 22, 2026
NewEdge Advisors, LLC History Reduced 120 5 0.0% 0.0% 161 -30 -20.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History Reduced 101 4 0.0% 0.0% 165 -574 -85.04% Q2 2026 Jul 02, 2026
Rockefeller Capital Management L.P. History Reduced 91 4 0.0% 0.0% 166 -101 -52.6% Q2 2026 Aug 13, 2026
Private Wealth Management Group, LLC History No change 104 4 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 27, 2026
Torren Management, LLC History No change 98 4 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 10, 2026
Parallel Advisors, LLC History New 71 3 0.0% 171 +71 New Q2 2026 Aug 05, 2026
BESSEMER GROUP INC History No change 75 3 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 12, 2026
Owl Creek Wealth Partners LLC History No change 70 3 0.0% 0.0% 170 0 0.0% Q2 2026 Jul 20, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 56 2 0.0% 0.0% 172 -46 -45.1% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History New 35 1 0.0% 179 +35 New Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History New 33 1 0.0% 178 +33 New Q2 2026 Aug 06, 2026
Optiver Holding B.V. History Reduced 34 1 0.0% 0.0% 177 -16 -32.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History Added to 34 1 0.0% 0.0% 173 +3 9.68% Q2 2026 Aug 06, 2026
NISA INVESTMENT ADVISORS, LLC History No change 24 1 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 10, 2026
Mirae Asset Global Investments Co., Ltd. History No change 35 1 0.0% 0.0% 175 0 0.0% Q2 2026 Jul 22, 2026
SBI Securities Co., Ltd. History No change 36 1 0.0% 0.0% 176 0 0.0% Q2 2026 Jul 22, 2026
Divisadero Street Capital Management, LP History Closed out 0 0 0.84% -469,269 -100.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -52,805 -100.0% Q2 2026 Aug 07, 2026
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -48,845 -100.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -33,376 -100.0% Q2 2026 Aug 14, 2026
Susquehanna Portfolio Strategies, LLC History Closed out 0 0 0.02% -33,227 -100.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History Closed out 0 0 0.0% -22,509 -100.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History Closed out 0 0 0.0% -20,578 -100.0% Q2 2026 Aug 12, 2026
EFG International AG History Closed out 0 0 0.02% -17,180 -100.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Closed out 0 0 0.01% -17,027 -100.0% Q2 2026 Jul 28, 2026
Quantbot Technologies LP History Closed out 0 0 0.03% -16,219 -100.0% Q2 2026 Aug 12, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Closed out 0 0 0.0% -11,295 -100.0% Q2 2026 Aug 12, 2026
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.0% -6,065 -100.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History Closed out 0 0 0.0% -556 -100.0% Q2 2026 Aug 12, 2026
MAI Capital Management History Closed out 0 0 0.0% -155 -100.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History Closed out 0 0 0.0% -103 -100.0% Q2 2026 Jul 29, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 0.0% -25 -100.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History Closed out 0 0 -14 -100.0% Q2 2026 Aug 12, 2026
Fortitude Family Office, LLC History Closed out 0 0 -13 -100.0% Q2 2026 Jul 20, 2026
FIFTH THIRD BANCORP History New 12 0 +12 New Q2 2026 Aug 05, 2026
Transamerica Financial Advisors, LLC History New 9 0 +9 New Q2 2026 Aug 14, 2026
Silver Grove Financial Group, Inc. History New 9 0 +9 New Q2 2026 Aug 13, 2026
Wealth Preservation Advisors, LLC History Closed out 0 0 -9 -100.0% Q2 2026 Aug 14, 2026
Stone House Investment Management, LLC History Added to 12 0 +8 200.0% Q2 2026 Aug 05, 2026
Covestor Ltd History Added to 5 0 +4 400.0% Q2 2026 Aug 07, 2026
WHITTIER TRUST CO OF NEVADA INC History Closed out 0 0 -1 -100.0% Q2 2026 Jul 27, 2026
Keating Financial Advisory Services, Inc. History Closed out 0 0 -1 -100.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO History No change 4 0 0 0.0% Q2 2026 Jul 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 7 0 0 0.0% Q2 2026 Jul 20, 2026
GHP Investment Advisors, Inc. History No change 1 0 0 0.0% Q2 2026 Jul 17, 2026
Parkside Financial Bank & Trust History No change 6 0 0 0.0% Q2 2026 Sep 04, 2026
MATHER GROUP, LLC. History No change 9 0 0 0.0% Q2 2026 Jul 27, 2026
RMG Wealth Management LLC History No change 1 0 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 3 0 0 0.0% Q2 2026 Jul 13, 2026
Signature Resources Capital Management, LLC History No change 3 0 0 0.0% Q2 2026 Jul 13, 2026
SWAN Capital LLC History No change 7 0 0 0.0% Q2 2026 Aug 13, 2026