UNITED FIRE GROUP INC - UFCS

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 3,492,305 183,136 0.0% 0.0% 1 +44,240 1.28% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,505,183 78,932 0.01% 0.01% 2 +15,215 1.02% Q2 2026 Aug 11, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Reduced 965,279 50,619 0.0% 0.0% 3 -1,022 -0.11% Q2 2026 Aug 13, 2026
STATE STREET CORP History Added to 860,633 45,131 0.0% 0.0% 4 +43,135 5.28% Q2 2026 Sep 22, 2026
AMERICAN CENTURY COMPANIES INC History Added to 721,246 37,822 0.02% 0.01% 5 +154,163 27.19% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 710,198 37,249 0.0% 0.0% 6 +47,898 7.23% Q2 2026 Aug 12, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Reduced 582,930 30,568 0.61% 0.52% 7 -29,466 -4.81% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 558,629 29,294 0.0% 0.0% 8 +25,927 4.87% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 475,517 24,936 0.0% 0.0% 9 -21,901 -4.4% Q2 2026 Aug 14, 2026
Invesco Ltd. History Added to 433,243 22,719 0.0% 0.0% 10 +29,647 7.35% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 405,797 21,280 0.01% 0.01% 11 -16,257 -3.85% Q2 2026 Aug 14, 2026
MORGAN STANLEY History Added to 317,680 16,659 0.0% 0.0% 12 +61,325 23.92% Q2 2026 Aug 13, 2026
ROYCE & ASSOCIATES LP History Added to 250,169 13,118 0.11% 0.09% 13 +3,160 1.28% Q2 2026 Aug 14, 2026
Hillsdale Investment Management Inc. History Added to 241,568 12,667 0.29% 0.21% 14 +29,800 14.07% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History Added to 241,255 12,651 0.0% 0.0% 15 +26,229 12.2% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 210,176 11,021 0.0% 0.0% 16 +6,726 3.31% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History Reduced 206,522 10,830 0.01% 0.01% 17 -45,396 -18.02% Q2 2026 Sep 02, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 190,184 9,973 0.18% 0.13% 18 +17,754 10.3% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 185,359 9,720 0.02% 0.02% 19 -2,428 -1.29% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History Added to 184,759 9,688 0.0% 0.0% 20 +4,436 2.46% Q2 2026 Aug 06, 2026
EARNEST PARTNERS LLC History Reduced 158,487 8,311 0.03% 0.03% 21 -6,362 -3.86% Q2 2026 Aug 13, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 149,885 7,859 0.02% 0.01% 22 +77,497 107.06% Q2 2026 Aug 06, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 145,268 7,617 0.0% 0.0% 23 +1,453 1.01% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 134,217 7,038 0.0% 0.0% 24 +2,171 1.64% Q2 2026 Aug 04, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 130,915 6,865 0.0% 0.0% 25 +8,176 6.66% Q2 2026 Aug 13, 2026
LSV ASSET MANAGEMENT History Added to 127,991 6,712 0.01% 0.01% 26 +32,491 34.02% Q2 2026 Aug 06, 2026
PRUDENTIAL FINANCIAL INC History Added to 117,347 6,153 0.01% 0.0% 27 +57,380 95.69% Q2 2026 Aug 12, 2026
CSM Advisors, LLC History Added to 115,190 6,041 0.13% 0.09% 28 +18,255 18.83% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History Added to 113,184 5,935 0.03% 0.02% 29 +17,754 18.6% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 112,740 5,912 0.0% 0.0% 30 -2,082 -1.81% Q2 2026 Sep 23, 2026
GOLDMAN SACHS GROUP INC History Reduced 112,026 5,874 0.0% 0.0% 31 -59,991 -34.88% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History Added to 105,036 5,508 0.0% 0.0% 32 +69,510 195.66% Q2 2026 Aug 14, 2026
ZACKS INVESTMENT MANAGEMENT History Added to 103,681 5,437 0.04% 0.03% 33 +5,908 6.04% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History Added to 101,172 5,305 0.0% 0.0% 34 +8,377 9.03% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 99,376 5,211 0.02% 0.02% 35 -5,038 -4.83% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History Reduced 88,624 4,647 0.0% 0.0% 36 -24,802 -21.87% Q2 2026 Aug 14, 2026
UBS Group AG History Reduced 86,116 4,515 0.0% 0.0% 37 -76,314 -46.98% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History Added to 82,648 4,351 0.0% 0.0% 38 +29,113 54.38% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History Added to 82,224 4,311 0.0% 0.0% 39 +4,940 6.39% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History Added to 80,724 4,233 0.0% 0.0% 40 +10,272 14.58% Q2 2026 Aug 11, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 77,900 4,085 0.1% 0.07% 41 +1,895 2.49% Q2 2026 Aug 13, 2026
Trexquant Investment LP History Added to 77,832 4,081 0.02% 0.02% 42 +19,803 34.13% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 75,754 3,972 0.01% 0.01% 43 -2,713 -3.46% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History Reduced 68,241 3,578 0.0% 0.0% 44 -5,963 -8.04% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History Reduced 66,981 3,512 0.0% 0.01% 45 -69,002 -50.74% Q2 2026 Aug 14, 2026
NORGES BANK History New 66,200 3,471 0.0% — 46 +66,200 New Q2 2026 Aug 12, 2026
BARCLAYS PLC History Reduced 63,269 3,317 0.0% 0.0% 47 -12,060 -16.01% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 53,139 2,787 0.0% 0.0% 48 +6,807 14.69% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History Reduced 52,496 2,752 0.0% 0.0% 49 -6,995 -11.76% Q2 2026 Aug 11, 2026
Legal & General Group Plc History Added to 51,088 2,679 0.0% 0.0% 50 +1,680 3.4% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History Added to 50,601 2,653 0.0% 0.0% 51 +5,113 11.24% Q2 2026 Aug 06, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 48,213 2,528 0.0% 0.0% 52 +15,275 46.38% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History Added to 47,680 2,500 0.0% 0.0% 53 +3,838 8.75% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History Reduced 47,644 2,498 0.01% 0.01% 54 -7,148 -13.05% Q2 2026 Aug 11, 2026
JUPITER ASSET MANAGEMENT LTD History No change 46,229 2,424 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 10, 2026
GLOBEFLEX CAPITAL L P History Added to 43,882 2,301 0.29% 0.24% 56 +915 2.13% Q2 2026 Aug 12, 2026
Swiss National Bank History Added to 43,600 2,286 0.0% 0.0% 57 +800 1.87% Q2 2026 Aug 11, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 43,502 2,281 0.02% 0.02% 58 -24,184 -35.73% Q2 2026 Aug 10, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 43,016 2,255 0.0% 0.0% 59 +22,571 110.4% Q2 2026 Aug 24, 2026
Nuveen, LLC History Added to 42,889 2,249 0.0% 0.0% 60 +2,971 7.44% Q2 2026 Aug 11, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 37,091 1,945 0.01% 0.01% 61 -12,354 -24.99% Q2 2026 Aug 14, 2026
Man Group plc History Reduced 37,048 1,942 0.0% 0.0% 62 -2,023 -5.18% Q2 2026 Aug 14, 2026
Cerity Partners LLC History Reduced 36,481 1,913 0.0% 0.0% 63 -1,529 -4.02% Q2 2026 Aug 14, 2026
LPL Financial LLC History Added to 36,054 1,890 0.0% 0.0% 64 +14,408 66.56% Q2 2026 Aug 07, 2026
Integrated Quantitative Investments LLC History Added to 35,093 1,840 0.3% 0.06% 65 +25,969 284.62% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 33,101 1,735 0.0% 0.0% 66 +707 2.18% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 32,700 1,714 0.0% 0.0% 67 -63,446 -65.99% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 32,427 1,700 0.0% 0.0% 68 -36,483 -52.94% Q2 2026 Aug 13, 2026
GSA CAPITAL PARTNERS LLP History Reduced 31,982 1,677 0.11% 0.08% 69 -1,118 -3.38% Q2 2026 Aug 06, 2026
Point72 Asset Management, L.P. History Reduced 30,991 1,625 0.0% 0.0% 70 -12,169 -28.2% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 30,686 1,608 0.0% 0.0% 71 -7,885 -20.44% Q2 2026 Aug 13, 2026
Wilmington Savings Fund Society, FSB History No change 27,499 1,442 0.03% 0.02% 72 0 0.0% Q2 2026 Jul 28, 2026
XTX Topco Ltd History Added to 27,174 1,425 0.02% 0.0% 73 +20,816 327.4% Q2 2026 Aug 14, 2026
Focus Partners Wealth History Added to 26,879 1,409 0.0% 0.0% 74 +424 1.6% Q2 2026 Aug 12, 2026
Ellsworth Advisors, LLC History Reduced 25,734 1,260 0.21% 0.18% 75 -122 -0.47% Q2 2026 Jul 16, 2026
Cetera Investment Advisers History Reduced 23,301 1,221 0.0% 0.0% 76 -1,246 -5.08% Q2 2026 Aug 12, 2026
Allspring Global Investments Holdings, LLC History Added to 22,275 1,189 0.0% 0.0% 77 +702 3.25% Q2 2026 Aug 13, 2026
Creative Planning History Added to 22,663 1,188 0.0% 0.0% 78 +2,404 11.87% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History Added to 22,543 1,182 0.0% 0.0% 79 +4,567 25.41% Q2 2026 Aug 07, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 21,923 1,150 0.0% 0.0% 80 -272 -1.23% Q2 2026 Jul 23, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 21,277 1,115 0.01% 0.01% 81 -321 -1.49% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 21,118 1,107 0.0% 0.0% 82 -5,498 -20.66% Q2 2026 Aug 13, 2026
Horizon Investments, LLC History Reduced 18,627 1,093 0.01% 0.01% 83 -211 -1.12% Q2 2026 Aug 13, 2026
FMR LLC History Reduced 20,782 1,089 0.0% 0.0% 84 -3,166 -13.22% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History New 19,337 1,014 0.0% — 85 +19,337 New Q2 2026 Sep 02, 2026
ALLIANCEBERNSTEIN L.P. History Added to 27,155 1,006 0.0% 0.0% 86 +7,300 36.77% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 18,180 953 0.0% 0.0% 87 -4,170 -18.66% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History Added to 18,127 950 0.0% 0.0% 88 +2,027 12.59% Q2 2026 Aug 13, 2026
Tidal Investments LLC History Reduced 18,105 949 0.0% 0.0% 89 -2,856 -13.63% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History Reduced 16,538 867 0.0% 0.0% 90 -1,239 -6.97% Q2 2026 Aug 13, 2026
STRS OHIO History Reduced 16,400 860 0.0% 0.0% 91 -1,000 -5.75% Q2 2026 Jul 30, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 15,846 830 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History Reduced 14,878 780 0.0% 0.0% 93 -4,641 -23.78% Q2 2026 Aug 07, 2026
Mariner, LLC History Reduced 14,584 764 0.0% 0.0% 94 -139 -0.94% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 14,489 760 0.0% 0.0% 95 -157 -1.07% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History Reduced 14,474 759 0.0% 0.0% 96 -1,509 -9.44% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 14,301 749 0.0% 0.0% 97 -2,508 -14.92% Q2 2026 Aug 03, 2026
HANCOCK WHITNEY CORP History Added to 13,741 720 0.01% 0.01% 98 +160 1.18% Q2 2026 Aug 14, 2026
Aquatic Capital Management LLC History New 13,287 696 0.02% — 99 +13,287 New Q2 2026 Aug 14, 2026
CWM, LLC History No change 18,235 675 0.0% 0.0% 100 0 0.0% Q1 2026 May 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 12,850 673 0.01% 0.01% 101 +4,155 47.79% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 12,766 669 0.0% 0.0% 102 -34,297 -72.87% Q2 2026 Aug 14, 2026
BAILARD, INC. History Added to 12,500 655 0.01% 0.01% 103 +1,800 16.82% Q2 2026 Jul 30, 2026
MetLife Investment Management, LLC History Added to 12,503 655 0.0% 0.0% 104 +512 4.27% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 12,408 650 0.0% 0.0% 105 +305 2.52% Q2 2026 Aug 19, 2026
EntryPoint Capital, LLC History No change 11,806 619 0.15% 0.13% 106 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 11,327 585 0.0% 0.0% 107 +944 9.09% Q2 2026 Jul 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 10,962 574 0.0% 0.0% 108 +70 0.64% Q2 2026 Jul 29, 2026
Illinois Municipal Retirement Fund History Reduced 10,800 566 0.01% 0.01% 109 -1,064 -8.97% Q2 2026 Aug 12, 2026
&PARTNERS History Reduced 10,489 550 0.0% 0.0% 110 -540 -4.9% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History New 10,455 548 0.0% — 111 +10,455 New Q2 2026 Aug 13, 2026
State of Alaska, Department of Revenue History Reduced 10,368 542 0.01% 0.01% 112 -3,565 -25.59% Q2 2026 Jul 20, 2026
R Squared Ltd History Added to 10,178 533 0.28% 0.19% 113 +621 6.5% Q2 2026 Aug 05, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 10,121 530 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 9,949 521 0.0% 0.0% 115 +71 0.72% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History No change 9,700 508 0.01% 0.01% 116 0 0.0% Q2 2026 Jul 21, 2026
Arax Advisory Partners History Added to 9,677 507 0.0% 0.0% 117 +9,565 8540.18% Q2 2026 Aug 10, 2026
Heron Bay Capital Management History New 9,198 482 0.04% — 118 +9,198 New Q2 2026 Aug 11, 2026
Magnetar Financial LLC History New 9,173 481 0.0% — 119 +9,173 New Q2 2026 Aug 14, 2026
Jupiter Topco LLC History New 9,171 481 0.0% — 120 +9,171 New Q2 2026 Aug 14, 2026
Graham Capital Management, L.P. History Reduced 8,550 448 0.01% 0.01% 121 -204 -2.33% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 8,500 445 0.0% 0.0% 122 -300 -3.41% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History Reduced 8,379 439 0.01% 0.01% 123 -261 -3.02% Q2 2026 Jul 28, 2026
US BANCORP \DE\ History No change 8,009 419 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 7,977 418 0.0% 0.0% 125 0 0.0% Q2 2026 Jul 29, 2026
D. E. Shaw & Co., Inc. History Added to 7,483 392 0.0% 0.0% 126 +1,048 16.29% Q2 2026 Aug 14, 2026
Savant Capital, LLC History New 8,437 377 0.0% — 127 +8,437 New Q2 2026 Aug 10, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 6,743 353 0.0% 0.0% 128 -21,246 -75.91% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History Added to 6,688 350 0.0% 0.0% 129 +878 15.11% Q2 2026 Jul 23, 2026
MAIRS & POWER INC History No change 6,600 346 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
JANUS HENDERSON GROUP PLC History No change 9,171 340 0.0% 0.0% 131 0 0.0% Q1 2026 May 18, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 6,228 327 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 10, 2026
VIRTUS ADVISERS, LLC History Added to 6,202 325 0.12% 0.1% 133 +152 2.51% Q2 2026 Aug 11, 2026
Janney Montgomery Scott LLC History New 6,134 322 0.0% — 134 +6,134 New Q2 2026 Aug 05, 2026
WINTON GROUP Ltd History Reduced 6,070 318 0.01% 0.03% 135 -18,061 -74.85% Q2 2026 Aug 07, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 6,041 316 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 10, 2026
Arizona State Retirement System History Added to 6,008 315 0.0% 0.0% 138 +52 0.87% Q2 2026 Aug 07, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 6,021 315 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 11, 2026
Campbell & CO Investment Adviser LLC History New 5,953 312 0.02% — 139 +5,953 New Q2 2026 Aug 03, 2026
AMALGAMATED BANK History Reduced 5,916 310 0.0% 0.0% 140 -376 -5.98% Q2 2026 Jul 23, 2026
Cornerstone Investment Partners, LLC History Reduced 5,866 307 0.01% 0.01% 141 -279 -4.54% Q2 2026 Aug 07, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 5,804 304 0.0% 0.0% 142 -2 -0.03% Q2 2026 Sep 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 5,763 302 0.0% 0.0% 143 +520 9.92% Q2 2026 Aug 07, 2026
STIFEL FINANCIAL CORP History Added to 5,680 297 0.0% 0.0% 144 +52 0.92% Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History Added to 5,614 294 0.0% 0.0% 145 +1,052 23.06% Q2 2026 Aug 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 5,493 288 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 5,463 286 0.0% 0.0% 147 -380 -6.5% Q2 2026 Jul 16, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 5,232 274 0.0% 0.0% 148 -194 -3.58% Q2 2026 Jul 17, 2026
Diversified Trust Co History New 5,172 271 0.0% — 149 +5,172 New Q2 2026 Jul 17, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 5,052 264 0.0% 0.0% 150 0 0.0% Q2 2026 Jul 28, 2026
MANGROVE PARTNERS IM, LLC History New 4,865 255 0.02% — 151 +4,865 New Q2 2026 Aug 14, 2026
NICOLET BANKSHARES INC History New 4,749 249 0.01% — 152 +4,749 New Q2 2026 Aug 11, 2026
Swiss Life Asset Management Ltd History New 4,737 248 0.0% — 153 +4,737 New Q2 2026 Jul 29, 2026
KLP KAPITALFORVALTNING AS History No change 4,600 241 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 12, 2026
PFG Investments, LLC History New 4,575 239 0.01% — 155 +4,575 New Q2 2026 Jul 23, 2026
BRIGHTON JONES LLC History New 4,483 235 0.0% — 156 +4,483 New Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History New 4,400 230 0.0% — 157 +4,400 New Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History New 4,376 229 0.0% — 158 +4,376 New Q2 2026 Aug 05, 2026
Pictet Asset Management Holding SA History New 4,340 227 0.0% — 160 +4,340 New Q2 2026 Jul 30, 2026
FIFTH THIRD BANCORP History Reduced 4,340 227 0.0% 0.0% 159 -440 -9.21% Q2 2026 Aug 05, 2026
CHOREO, LLC History New 4,312 226 0.0% — 161 +4,312 New Q2 2026 Aug 04, 2026
Mitsubishi UFJ Trust & Banking Corp History New 4,267 223 0.0% — 162 +4,267 New Q2 2026 Aug 06, 2026
OSAIC HOLDINGS, INC. History Added to 4,045 212 0.0% 0.0% 163 +55 1.38% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Added to 4,059 212 0.0% 0.0% 164 +10 0.25% Q2 2026 Jul 17, 2026
MACKENZIE FINANCIAL CORP History New 3,880 203 0.0% — 165 +3,880 New Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 3,258 170 0.0% 0.0% 166 +3,137 2592.56% Q2 2026 Aug 10, 2026
Vestcor Inc History No change 3,203 168 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Advisors, LLC History Added to 2,568 134 0.0% 0.0% 168 +20 0.78% Q2 2026 Aug 06, 2026
GAMMA Investing LLC History Added to 2,101 110 0.0% 0.0% 169 +89 4.42% Q2 2026 Jul 07, 2026
Private Wealth Asset Management, LLC History No change 2,000 104 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Investment Partners, Inc. History Added to 1,969 103 0.0% 0.0% 171 +210 11.94% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History No change 1,979 103 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History Added to 1,917 100 0.0% 0.0% 173 +1,202 168.11% Q2 2026 Aug 11, 2026
MEEDER ASSET MANAGEMENT INC History No change 1,471 77 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 07, 2026
IFP Advisors, Inc History Added to 1,400 73 0.0% 0.0% 175 +281 25.11% Q2 2026 Jul 20, 2026
C M BIDWELL & ASSOCIATES LTD History New 1,265 66 0.03% — 176 +1,265 New Q2 2026 Aug 11, 2026
USA FINANCIAL FORMULAS History New 1,196 62 0.01% — 177 +1,196 New Q2 2026 Aug 04, 2026
EverSource Wealth Advisors, LLC History Reduced 1,081 56 0.0% 0.0% 178 -690 -38.96% Q2 2026 Jul 24, 2026
CULLEN/FROST BANKERS, INC. History Added to 1,041 54 0.0% 0.0% 179 +118 12.78% Q2 2026 Jul 27, 2026
HARBOUR INVESTMENTS, INC. History Added to 887 46 0.0% 0.0% 180 +3 0.34% Q2 2026 Aug 12, 2026
FEDERATED HERMES, INC. History Reduced 867 45 0.0% 0.0% 181 -61 -6.57% Q2 2026 Aug 12, 2026
Covestor Ltd History Reduced 702 37 0.02% 0.02% 182 -70 -9.07% Q2 2026 Aug 07, 2026
Basepoint Wealth LLC History Added to 716 37 0.02% 0.01% 183 +3 0.42% Q2 2026 Aug 10, 2026
Allworth Financial LP History Added to 642 33 0.0% 0.0% 184 +103 19.11% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 558 29 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 419 21 0.0% 0.0% 186 +11 2.7% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History Added to 362 18 0.0% 0.0% 187 +199 122.09% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 291 15 0.0% 0.0% 188 +14 5.05% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History No change 289 15 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 07, 2026
Nykredit A/S History New 267 14 0.0% — 191 +267 New Q2 2026 Sep 08, 2026
Versant Capital Management, Inc History No change 283 14 0.0% 0.0% 190 0 0.0% Q2 2026 Jul 02, 2026
Fortitude Family Office, LLC History Added to 214 11 0.0% 0.0% 193 +91 73.98% Q2 2026 Jul 20, 2026
ROTHSCHILD INVESTMENT LLC History Added to 225 11 0.0% 0.0% 192 +5 2.27% Q2 2026 Aug 06, 2026
Essential Partners LLC History Reduced 205 10 0.0% 0.02% 195 -1,369 -86.98% Q2 2026 Aug 10, 2026
Aster Capital Management (DIFC) Ltd History New 198 10 0.0% — 196 +198 New Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 204 10 0.0% 0.0% 194 +42 25.93% Q2 2026 Aug 14, 2026
Optiver Holding B.V. History Added to 176 9 0.0% 0.0% 198 +104 144.44% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 180 9 0.0% 0.0% 197 0 0.0% Q2 2026 Jul 30, 2026
SIGNATUREFD, LLC History Added to 155 8 0.0% 0.0% 200 +28 22.05% Q2 2026 Jul 23, 2026
GILL CAPITAL PARTNERS, LLC History No change 153 8 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 20, 2026
SJS Investment Consulting Inc. History Added to 138 7 0.0% — 201 +121 711.76% Q2 2026 Jul 22, 2026
True Wealth Design, LLC History Reduced 125 6 0.0% 0.0% 205 -19 -13.19% Q2 2026 Jul 16, 2026
Larson Financial Group LLC History Added to 129 6 0.0% 0.0% 204 +18 16.22% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History Added to 129 6 0.0% 0.0% 202 +6 4.88% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 115 6 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 12, 2026
DANSKE BANK A/S History No change 100 5 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 10, 2026
Continuum Advisory, LLC History New 89 4 0.0% — 207 +89 New Q2 2026 Aug 06, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 65 3 0.0% — 209 +65 New Q2 2026 Aug 13, 2026
Bare Financial Services, Inc History Added to 61 3 0.0% 0.0% 208 +13 27.08% Q2 2026 Jul 27, 2026
Quarry LP History New 43 2 0.0% — 210 +43 New Q2 2026 Aug 14, 2026
Silver Grove Financial Group, Inc. History New 21 1 0.0% — 221 +21 New Q2 2026 Aug 13, 2026
Transamerica Financial Advisors, LLC History New 20 1 0.0% — 219 +20 New Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History New 20 1 0.0% — 220 +20 New Q2 2026 Aug 13, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 35 1 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 04, 2026
Capital Advisors, Ltd. LLC History No change 10 1 0.0% — 212 0 0.0% Q2 2026 Jul 16, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 20 1 0.0% — 213 0 0.0% Q2 2026 Jul 27, 2026
Parallel Advisors, LLC History No change 28 1 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 05, 2026
Stone House Investment Management, LLC History No change 27 1 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 05, 2026
Physician Wealth Advisors, Inc. History No change 35 1 0.0% 0.0% 216 0 0.0% Q2 2026 Jul 20, 2026
Torren Management, LLC History No change 36 1 0.0% 0.0% 217 0 0.0% Q2 2026 Jul 10, 2026
Basecamp Wealth Advisors LLC History No change 26 1 0.0% — 218 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 — 0.01% — -29,634 -100.0% Q2 2026 Aug 14, 2026
SIERRA SUMMIT ADVISORS LLC History Closed out 0 0 — 0.14% — -25,171 -100.0% Q2 2026 Jul 20, 2026
JANE STREET GROUP, LLC History Closed out 0 0 — 0.0% — -24,689 -100.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History Closed out 0 0 — 0.0% — -24,631 -100.0% Q2 2026 Aug 14, 2026
Lighthouse Investment Partners, LLC History Closed out 0 0 — 0.02% — -14,728 -100.0% Q2 2026 Aug 14, 2026
VARCOV Co. History Closed out 0 0 — 0.14% — -10,124 -100.0% Q2 2026 Aug 14, 2026
INTEGRITY ALLIANCE, LLC. History Closed out 0 0 — 0.01% — -9,350 -100.0% Q2 2026 Jul 31, 2026
CIBC Asset Management Inc History Closed out 0 0 — 0.0% — -7,691 -100.0% Q2 2026 Aug 03, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 — 0.0% — -6,953 -100.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History Closed out 0 0 — 0.0% — -6,915 -100.0% Q2 2026 Aug 14, 2026
Gallacher Capital Management LLC History Closed out 0 0 — 0.09% — -6,398 -100.0% Q2 2026 Jul 16, 2026
Quadrature Capital Ltd History Closed out 0 0 — 0.0% — -5,521 -100.0% Q2 2026 Aug 06, 2026
Moran Wealth Management, LLC History Closed out 0 0 — 0.01% — -5,515 -100.0% Q2 2026 Aug 05, 2026
State of Wyoming History Closed out 0 0 — 0.01% — -2,410 -100.0% Q2 2026 Aug 06, 2026
Advisory Services Network, LLC History Closed out 0 0 — 0.0% — -794 -100.0% Q2 2026 Aug 12, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 — 0.0% — -436 -100.0% Q2 2026 Aug 14, 2026
MAI Capital Management History Closed out 0 0 — 0.0% — -169 -100.0% Q2 2026 Aug 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History Closed out 0 0 — 0.0% — -155 -100.0% Q2 2026 Jul 07, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 — 0.0% — -103 -100.0% Q2 2026 Aug 13, 2026
Sound Income Strategies, LLC History Closed out 0 0 — 0.0% — -92 -100.0% Q2 2026 Jul 20, 2026
Root Financial Partners, LLC History Closed out 0 0 — — — -20 -100.0% Q2 2026 Jul 29, 2026
Plante Moran Financial Advisors, LLC History New 8 0 — — — +8 New Q2 2026 Aug 06, 2026
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 — — — -8 -100.0% Q2 2026 Aug 10, 2026
JFS WEALTH ADVISORS, LLC History New 4 0 — — — +4 New Q2 2026 Jul 10, 2026
Hughes Financial Services, LLC History Added to 4 0 — — — +2 100.0% Q2 2026 Jul 20, 2026
JPL Wealth Management, LLC History Reduced 5 0 — — — -1 -16.67% Q2 2026 Aug 13, 2026
Davis Capital Management History New 1 0 — — — +1 New Q2 2026 Jul 16, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 13 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Sunbelt Securities, Inc. History No change 16 0 — — — 0 0.0% Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Ankerstar Wealth, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Keating Financial Advisory Services, Inc. History No change 19 0 — — — 0 0.0% Q2 2026 Aug 11, 2026